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PORTFOLIO & SAMPLE FORMATS

See how estimate information can be organized

Illustrative examples of the types of estimating documents that can be prepared.

Portfolio transparency: The examples on this page are illustrative formats, not claims of completed client projects. Actual project case studies can be published when approved examples and client permission are available.
Plan review sampleILLUSTRATIVE SAMPLE 01

Quantity Takeoff Sheet

Example layout for item descriptions, units, measured quantities and drawing references.

Material summary sampleILLUSTRATIVE SAMPLE 02

Material Summary

Example structure for grouping material quantities by category and scope.

Estimate report sampleILLUSTRATIVE SAMPLE 03

Estimate Overview

Example presentation of estimate sections, assumptions, exclusions and summary totals.

What a project case study can include

Once an approved completed project is available, its case study can describe the project type, scope reviewed, deliverables prepared and key estimating considerations—without disclosing confidential information.

Project overview

Project category, general location (if approved) and scope summary.

Estimating scope

Trades, divisions, drawing set and requested breakdown.

Deliverables

Takeoff sheets, summaries and report formats provided.