Enterprise Members Only
Enterprise Rollout Workspace
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Enterprise Rollout Workspace
Branch Rollout, Governance, and Executive Readiness
Enterprise members see organization setup, branch/team assignment, bid package execution, and rollup status in one place.
Account
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Current Scope
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First Action
Start with one active package. Historical data and connectors come after the bid review workflow is useful.
Enterprise Readiness
These checks are based on your account metadata and available enterprise endpoints.
Rollout Steps
1) Organization Setup
Confirm organization, branch, team, role, and location scope before expanding access to estimators or executives.
2) Active Bid Workflow
Run bid package QA, assign owners, update statuses, and use the action queue as the system of record.
3) Data + Rollups
Add branch/location columns and review rollups once enough upload and queue history exists. Connectors can be added later.
Executive Rollup
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Owner preview can include prior test/demo uploads. Customer rollups only reflect that customer's uploaded data and queue outcomes.
Protected Margin updates when queue items are marked Protected/Saved; new workspaces may show $0 until outcomes are recorded.