Free construction worksheet

Project pack and scope register

Record the documents, quantities, selections and site conditions needed to price the work.

Use a blank copy or follow the example

These files give you a starting structure you can adapt to your project. The CSV is an editable manual worksheet, not an automatic calculator or an application import file. Keep your evidence and check the calculations in your working copy.

Completed example preview

Hypothetical extension information register. Open items remain visible; the example is not a complete tender pack or a guarantee that the source information is sufficient.

ReferenceDocument or project informationDecision or review note
P01Illustrative proposed planOpen
P02Illustrative finishes scheduleReview required
P03Illustrative site noteOpen

How to use it

  1. List the current drawings, specifications, schedules, surveys, notes and clarifications separately.
  2. Record each source revision. Retain earlier information when explaining a change, rather than silently replacing the pricing basis.
  3. Add facts the drawings cannot show: access, waste routes, occupied areas, working hours, protection and who supplies key items.
  4. Give every material gap an owner and treatment. Use supplied information, a stated assumption or a clarification instead of implying everything has been measured.

Fields in the worksheet

  • Reference
  • Document or project information
  • Revision or date
  • Scope package
  • Information basis
  • What is known
  • Missing decision
  • Owner
  • Pricing treatment
  • Review status

Continue with the matching guide

Read the practical guidance or follow the Academy task.

Put this into practice on your next project

Your first complete project is free, including the estimate, risk information, client reports and internal reports. Bring your drawings, specification and site notes, then review the working against how your business will deliver the job.