Schedule E / Scope of Work
A Schedule E is a structured scope-of-work document attached to a vendor engagement. It records the governing plan set and revision, an itemized list of scope items, and the signature blocks for both parties — the contractor and the subcontractor. Each Schedule E moves through a review and approval workflow so a scope is checked before it is finalized.
Who Uses This
Admin, Project Manager, and Senior Estimator roles (and Platform Admin) can create and edit a Schedule E. Foreman and Accounting can view drafts. Sending a draft for review and approving it is limited to Admin and Project Manager.
Where to Find It
Schedule E / Scope of Work sits under the Preconstruction group in the left navigation sidebar.
Creating and Approving a Schedule E
Start a new Schedule E
Click New Schedule E, then select the project, the vendor, and the trade. This creates a new draft you can build out.
Record the governing documents
Every Schedule E needs a document label, the governing plan set, the plan date, and the revision number. These identify exactly which drawings and revision the scope is written against.
Add the scope items
List each item of work in scope. Every scope item needs a description — this is the itemized scope the vendor is agreeing to.
Add the signature blocks
A Schedule E requires exactly two signature blocks — one for the contractor and one for the subcontractor — each with a named signatory.
Send for review, then approve
Submit the draft for review to move it from Draft to Reviewed. TrueGrade validates that the governing documents, scope items, and signature blocks are complete before it will advance. A reviewer then approves the document, or sends it back to draft for changes.
A draft can only advance to review once every required field is filled in — governing plan set, plan date, revision number, at least one described scope item, and both named signature blocks. TrueGrade points you to the first section that still needs attention.
Related
- Subcontracts — the formal agreement a scope of work supports
- Bid Management — award the bid that precedes a scope of work
- Projects — the job a Schedule E belongs to