Project Info
Return to the original 29-field Project Info document selection, ChatGPT analysis, review, and Proj. Info workbook writeback. Previously approved trades are preserved.
Open Project Info Analysis Open Setup WizardPROJECTS
Projects List
Projects discovered from SharePoint. Search, filter, pin, and open estimating projects.
0 projects
| Pin | Project ID | Project Name | Data Site | City | State | ZIP | Status | Bid Due Date | Last Updated | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| No projects loaded yet.Loading the current database project list… | ||||||||||
| Data Site | State | SharePoint Folder | Current # | Related # | Issue / Evidence | Your Decision | Correct ID | Correct Project Name | Notes | Status | Save |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading project reconciliation review… | |||||||||||
DASHBOARD
No project selected
Select a project to load its estimating workspace.
Bid Due—
Location—
Contacts0
Campaigns0
Submitted Bid Rows0
Notes
No project notes loaded.
PROJECT WORKSPACE
Details
Project information and matching settings.
Workbook Project Info
Read from the estimating workbook Proj. Info sheet.
Project Matching Keywords
You control these. When an Outlook subject contains one of these phrases, AB pre-fills this project in QuickCapture. The project is not saved to the email until you click Add Bid, Add Bidder, or File Question.
PROJECT WORKSPACE
Sub Coverage
Current project trade coverage summary.
| Division / Group | Contacts | Status |
|---|---|---|
| No coverage rows yet.Coverage will load after this module is connected. | ||
PROJECT WORKSPACE
Documents
Browse project documents and build bid packages.
Documents are loading.The File Explorer tree will initialize when this tab opens.
PROJECT WORKSPACE
Addenda / RFIs
Chronological project updates and workbook RFI tools.
RFI Due: —
Project Updates
No addenda or RFI updates loaded.Updates will be project-scoped once this module is connected.
Workbook RFIs
This preserves the current extension workflow while the browser-specific workbook action remains disconnected.
Workbook changes will later run through the AB API instead of chrome.runtime.
| Select | Company | Contact | Trade | Phone | City | State | Source | Status | Confirmed | NDA | Latest Docs | COI | Distance | Invited Date | Invite Status | Downloaded | Viewed | Notes | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| No bidders loaded.Open a project to load Bid Management data. | |||||||||||||||||||
PROJECT AI
AI Workspace
Project AI tasksProject Info opens the original setup analysis without resetting progress. Trades, Plans, Scope, and Leveling remain independent.
Selected project
Trades
Analyze the selected project documents and determine the required iSqFt trades and AutoBuilders workbook trade sheets without re-running Project Info.
Plans
Create the ChatGPT handoff package used to build the complete AB Plan Viewer ZIP with sheet images, search text, links, grouping, and manifest.
Scope
Analyze the selected documents for project-specific subcontractor scope, alternates, allowances, owner/vendor responsibilities, conflicts, and RFI candidates.
Leveling
Package the selected bids and project requirements for independent bid-leveling analysis of inclusions, exclusions, missing breakouts, gaps, and comparison issues.
Project Files
Loading project files…
| Select | Name | Type | Size | Modified | Task Note |
|---|
PROJECT WORKSPACE
Transmittals
Project campaign and transmittal tools.
No transmittals loaded.Project campaign history will appear here.
Select a transmittal.Recipient, delivery, response, and attachment details will appear here.
COMMUNICATIONS
Email Templates
Manage reusable invitation, reminder, addendum, RFI, and project-update emails.
PREQUALIFICATION
Sample COI
Configure the approved Sample COI attached to bid-eligibility requests and daily reminders.