Bulk status: 4 tasks — 🔄 Change Status
🏠 Today
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📋 My Tasks
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🔔 Awaiting My Acknowledgment
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⏱ Bid Countdowns — All Active Projects
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📩 My Unread Messages
👥 Team Workload
Cross-project task and hour allocation per estimator. Track capacity, spot over-bookings, and reassign work.
📊 Detail Table
Click any estimator's row to see their tasks. Click any task to edit.
📈 14-Day Hours Look-Ahead
Hours assigned per business day across the whole team. Tall bars = lump days; gaps = holes.
📁 Projects
Every project grouped by workstream. Click any card to open.
🎓 Training Log
Every task tagged as Training, grouped by assignee. Hours pending, completed this month, and year-to-date.
Per-Person Training Breakdown
Training Tasks Detail
🏁 Completed Early Log
Every task pulled forward — completed before its scheduled due date. Recognition for the team members who kept work ahead of schedule.
Per-Person Early Completions
Early-Completed Tasks Detail
📅 Project Timeline
Every task on its real date — past, present, and future. See the actual shape of a project from kickoff to close.
🟢 Open Slots — Available Days by Person
Find days where estimators have minimal work scheduled, ready for new assignments.
📊 Team Performance Insights
Task hygiene metrics per estimator — for mentor conversations, not skill assessment.
These are task hygiene metrics, not skill assessments.
They measure whether tasks were completed on time, acknowledged promptly, and rarely sent back for rework — useful signals about workload management and process discipline. They do not measure estimating quality, technical skill, trade knowledge, client communication, or any other competency that defines a good estimator.
Use these numbers as conversation starters in mentor check-ins, not as a basis for promotion decisions. The SBG Career Framework requires manager judgment, not auto-generated scores.
Use these numbers as conversation starters in mentor check-ins, not as a basis for promotion decisions. The SBG Career Framework requires manager judgment, not auto-generated scores.
🎯 Status Snapshot
What's being worked on right now, what's due soon, and what's at risk.
Scope:
💡 Tip: drag a section's header by the ⋮⋮ handle to reorder.
SOURCE BUILDING GROUP
Preconstruction Bid Activity Tracker
Dashboard sections:
🔔 Alerts & Notifications
PROJECT:🚨 30⚠ 4👤 70⏳ 1✓ 6·MINE:🚨 2
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🏗 Project Alerts
All tasks across the project
👤 My Alerts
Filtered to Trent Hirth
🚨 Overdue Tasks · 2 tasks · Filtered to your tasks
📋 Project Setup
Review bid invitation & RFP package
Trent Hirth
Apr 19, 2026
⚠ 14d OVERDUE
Trent Hirth
Apr 19, 2026
⚠ 14d OVERDUE
● MEDIUM🏷 Document Review🏀 LeadD+-1
📋 Project Setup
Download & organize all bid documents
Trent Hirth
Apr 22, 2026
⚠ 11d OVERDUE
Trent Hirth
Apr 22, 2026
⚠ 11d OVERDUE
🔥 HIGH🏷 Document Review🏀 LeadD+2
👥 Alerts by Assignee · 3 team members · 6 alerts
Trent Hirth
🚨 2✓ 1
CB
Colton Bennett
🚨 1✓ 1
Chet Farnsworth
🚨 1
⏱ Bid Countdown
💼 TP: ⚠ 3d 16h 📤 Bid: 5d 7h
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Time to Trade Partner Bids Due
May 6, 2026 · 5:00 PM
No time set — defaulting to 5:00 PM
3days
:
15hr
:
48min
:
04sec
⏰ Under 5 days out for trade partners
Time to Bid Submission
May 8, 2026 · 8:53 AM
5days
:
07hr
:
41min
:
04sec
📑 Addendums Log
1 total · 1 pending distribution
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#1
(no subject)
📅 May 2, 2026
🎯 Key Milestones
5 milestones ⏱ 2
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Trade Partner Bids Due
May 6, 2026 · 5:00 PM
3days
15hr
RFIs Due from Trade Partners
Apr 28, 2026 · 5:00 PM
⏱ Past due · 4d 8h ago
RFIs Due to Client / Architect
Apr 29, 2026 · 5:00 PM
⏱ Past due · 3d 8h ago
Bid Leveling Review
May 7, 2026 · 5:00 PM
4days
15hr
Executive Review
May 7, 2026 · 5:00 PM
4days
15hr
📊 Project Snapshot
key dates · value · progress
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Workspace
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Filters
🗂️ All Stages 8 / 83 complete
Overview of every bid stage. Click a stage tab above to focus.
📋Project Setup
6/12
50%
Bid Strategy
D+-3
Lead
Assemble estimating team & assign divisions
Trent Hirth
Apr 17
Bid Strategy
D+1
Lead
Bid/No-Bid decision meeting
Bid Strategy
D+1
Lead
Bid/No-Bid decision meeting
Document Review
D+2
Lead
OVERDUE
Download & organize all bid documents
Trent Hirth
Apr 22
Document Review
D+2
Lead
Download & organize all bid documents
Bluebeam+2 support members
2 support members
Bid Strategy
D+3
Lead
OVERDUE
Assemble estimating team & assign divisions
Chet Farnsworth
Apr 23
Document Review
D+-1
Lead
OVERDUE
Review bid invitation & RFP package
Trent Hirth
Apr 19
00 - Procurement & Contracting
D+2
Lead
OVERDUE
Set up project in estimating system
00 - Procurement & Contracting
D+2
Lead
OVERDUE
Set up project in estimating system
General
D+2
Lead
test
Schedule / Logistics
D+3
Lead
OVERDUE
Create internal bid schedule / milestones
Schedule / Logistics
D+3
Lead
Create internal bid schedule / milestones
🌟Special Project Task
0/0
0%
No tasks in this stage yet
🔍Document Review
0/12
0%
Document Review
D+3
Lead
OVERDUE
Full drawing set review
Document Review
D+5
Lead
OVERDUE
Full drawing set review
Document Review
D+6
Lead
OVERDUE
Specifications review (Div 01-33)
Document Review
D+6
Lead
OVERDUE
Specifications review (Div 01-33)
Scope Review
D+7
Lead
OVERDUE
Conduct site walkthrough
Scope Review
D+7
Lead
OVERDUE
Conduct site walkthrough
Scope Review
D+8
Lead
OVERDUE
Attend pre-bid meeting
Scope Review
D+8
Lead
OVERDUE
Attend pre-bid meeting
Document Review
D+10
Lead
OVERDUE
Submit RFIs on unclear scope items
Document Review
D+10
Lead
OVERDUE
Submit RFIs on unclear scope items
Document Review
D+20
Lead
Review addenda & incorporate changes
Document Review
D+20
Lead
Review addenda & incorporate changes
📨Trade Solicitation
1/14
7%
Bid Strategy
D+6
Lead
Build invitation-to-bid list (subs/vendors)
Chet Farnsworth
Apr 26
Bid Strategy
D+6
Lead
OVERDUE
Build invitation-to-bid list (subs/vendors)
03 - Concrete
D+8
Lead
OVERDUE
Issue RFQ — Concrete / Steel / Masonry
23 - HVAC
D+8
Subcontractor
OVERDUE
Issue RFQ — MEP trades (HVAC, Plumbing, Electrical)
03 - Concrete
D+8
Lead
OVERDUE
Issue RFQ — Concrete / Steel / Masonry
23 - HVAC
D+8
Lead
OVERDUE
Issue RFQ — MEP trades (HVAC, Plumbing, Electrical)
09 - Finishes
D+9
Lead
OVERDUE
Issue RFQ — Finishes & Openings
09 - Finishes
D+9
Lead
OVERDUE
Issue RFQ — Finishes & Openings
⚠ TODAY
Bid Strategy
D+13
Lead
Track sub coverage spreadsheet
⚠ TODAY
Bid Strategy
D+13
Lead
Track sub coverage spreadsheet
General
D+16
Lead
Follow-up calls to confirm sub participation
General
D+16
Lead
Follow-up calls to confirm sub participation
31 - Earthwork
D+9
Lead
OVERDUE
Issue RFQ — Sitework / Utilities
31 - Earthwork
D+9
Lead
OVERDUE
Issue RFQ — Sitework / Utilities
📐Estimating & Takeoffs
0/13
0%
Document Review
D+0
Lead
OVERDUE
Review bid invitation & RFP package
Pricing
D+10
Lead
OVERDUE
Quantity takeoff — Structural/Concrete
Pricing
D+10
Lead
OVERDUE
Quantity takeoff — Structural/Concrete
Pricing
D+12
Lead
OVERDUE
Quantity takeoff — Architectural/Finishes
Pricing
D+12
Lead
OVERDUE
Quantity takeoff — Architectural/Finishes
Pricing
D+23
Lead
Calculate general conditions/requirements
Pricing
D+23
Lead
Calculate general conditions/requirements
⚠ TODAY
Pricing
D+13
Lead
Quantity takeoff — Sitework/Earthwork
⚠ TODAY
Pricing
D+13
Lead
Quantity takeoff — Sitework/Earthwork
Pricing
D+18
Lead
Self-perform pricing — labor & equipment
Pricing
D+18
Lead
Self-perform pricing — labor & equipment
Schedule / Logistics
D+23
Lead
Develop preliminary schedule
Schedule / Logistics
D+23
Lead
Develop preliminary schedule
🎯Bid Day Prep
0/12
0%
Pricing
D+26
Lead
Apply escalation & contingency
Insurance & Bonds
D+26
Lead
Verify insurance & bonding requirements
Bid Strategy
D+26
Lead
Final bid review meeting with leadership
Pricing
D+26
Lead
Apply escalation & contingency
Insurance & Bonds
D+26
Lead
Verify insurance & bonding requirements
Bid Strategy
D+26
Lead
Final bid review meeting with leadership
Proposal / Presentation
D+27
Lead
Prepare proposal narrative & exhibits
Proposal / Presentation
D+27
Lead
Fill out bid forms & obtain signatures
Proposal / Presentation
D+27
Lead
Prepare proposal narrative & exhibits
Proposal / Presentation
D+27
Lead
Fill out bid forms & obtain signatures
Proposal / Presentation
D+28
Lead
Submit bid package — verify delivery
Proposal / Presentation
D+28
Lead
Submit bid package — verify delivery
⚖️Scope Review & Leveling
1/12
8%
Scope Review
D+24
Lead
Receive & log all subcontractor bids
Scope Review
D+24
Lead
Receive & log all subcontractor bids
Scope Review
D+25
Lead
Level sub bids — MEP trades
Scope Review
D+25
Lead
Level sub bids — Structural & Site
Scope Review
D+25
Lead
Identify scope gaps & overlaps
Scope Review
D+25
Lead
Level sub bids — MEP trades
Scope Review
D+25
Lead
Level sub bids — Structural & Site
Scope Review
D+25
Lead
Identify scope gaps & overlaps
Scope Review
D+26
Lead
Document inclusions, exclusions, qualifications
Scope Review
D+26
Lead
Document inclusions, exclusions, qualifications
Value Engineering
D+24
Lead
Identify value engineering opportunities
Value Engineering
D+24
Lead
Identify value engineering opportunities
🏁Bid Day
0/0
0%
No tasks in this stage yet
BSBid Submission
0/0
0%
No tasks in this stage yet
📊Post Bid
0/8
0%
General
D+29
Final Signatures
Confirm bid receipt with owner
Sunny Fung
May 19
General
D+29
Lead
Confirm bid receipt with owner
Bid Strategy
D+31
Lead
Post-bid debrief / lessons learned
Bid Strategy
D+31
Lead
Post-bid debrief / lessons learned
Bid Strategy
D+35
Lead
Track award decision & competitor pricing
Bid Strategy
D+35
Lead
Track award decision & competitor pricing
General
D+38
Lead
Buyout prep — handoff docs to operations
General
D+38
Lead
Buyout prep — handoff docs to operations
CCalendar Invites
0/0
0%
No tasks in this stage yet
| Status | Task | Stage | Assignee | Support | Ball in Court | 🔥 Critical | Due Date | Hours | Offset | Source | Category | Notes |
|---|
🗓 Schedule
🔭 Look Ahead
Not Started
In Progress
Blocked / RFI
Pending
Complete
Overdue
Source Building Group · Precon Bid Tracker