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Bidding and Estimation AI Agent

Planned AI checks for estimates and bid preparation

The Bidding and Estimation AI Agent is designed to check new estimates against your own historical items and Cost Recipes in ProjectVIEW ERP. It flags unusual assumptions and recommends corrections, and the estimator approves every change.

Bidding and Estimation AI Agent

Bidding and Estimation AI Agent · ProjectVIEW AI

What does the Bidding and Estimation AI Agent do?

The Bidding and Estimation AI Agent is an AI estimating agent for construction and other project-based industries, part of DANAOS ProjectVIEW AI. It aims to compare a new estimate with comparable items and Cost Recipes from your own past projects. It also aims to flag unusual assumptions and recommend corrections before the bid goes out. The estimator or bidding manager reviews and approves every change. In addition, it aims to import and clean BoQs from any Excel file or format into ProjectVIEW ERP. It then produces a quick early budget by linking Cost Recipes (productivity templates) to the BoQ items, so the system fills in the resources automatically.

It is also designed to shorten the path from design to a priced budget:

  • Extracts BoQs from drawings and designs, and reconciles elements, attributes and quantities with the BIM (3D) model.
  • Associates Productivity Templates and Cost Recipes with each BoQ item.
  • Accelerates budgeting with realistic data from previously executed projects and current market prices.

Bidding and Estimation AI Agent · ProjectVIEW AI

Which ProjectVIEW ERP data does it use?

The agent works on the data held in the Budget, Estimation and Bidding module of ProjectVIEW ERP, the integrated ERP built on the BoQ ↔ WBS ↔ Cost Codes framework. Because every item links to the same structure, the agent can compare like with like.

  • Bill of Quantities items and their descriptions
  • Cost Recipes: labour, materials, machinery and time behind each unit rate
  • Historical estimates and the actual cost recorded on completed projects
  • Supplier and subcontractor prices held in the ERP
  • WBS and Cost Codes that tie each item to how the team builds and controls it

Bidding and Estimation AI Agent · ProjectVIEW AI

How does it work?

The agent follows the ProjectVIEW AI agent cycle. Applied to estimating, the steps are:

  1. Detect: scan the draft estimate for unit rates, quantities or productivity assumptions that differ from comparable items.
  2. Investigate: retrieve similar BoQ items and Cost Recipes from past bids and completed projects.
  3. Explain: state why an item looks unusual, for example a labour productivity that is higher than on similar work.
  4. Recommend: propose a revised rate or recipe, with the comparable items it is based on.
  5. Request approval: send the recommendation to the estimator or bidding manager.
  6. Execute: after approval, update the estimate in ProjectVIEW ERP.
  7. Audit: record what the agent flagged, who approved it and what changed.

The agent does not submit bids or change prices on its own. It works with the same roles and permissions as the user who receives its recommendations.

Bidding and Estimation AI Agent · ProjectVIEW AI

What goes in, what comes out and where does a person approve?

The table shows the main inputs, outputs and decision points.

Inputs Outputs Human approval point
Draft BoQ and unit rates List of items that differ from comparable work, with reasons Estimator confirms which items to review
Cost Recipes and historical actual cost Suggested rate or recipe adjustments Estimator accepts, edits or rejects each change
Supplier and subcontractor prices Check of prices used against recent quotations Bidding manager confirms the prices to carry
Completed estimate Summary of open assumptions and risk items Bidding manager signs off before submission
BoQ files in any Excel format from the client or consultant Clean, structured BoQ in ProjectVIEW ERP, with Cost Recipes linked and resources filled in, giving an early budget Estimator checks the mapping and the early budget

Bidding and Estimation AI Agent · ProjectVIEW AI

How do you govern the agent?

The Bidding and Estimation AI Agent works inside ProjectVIEW ERP governance, following the chain Identity → Role → Permission → Data → AI → Action. It sees only the data the user’s role allows and proposes only actions that role could take. AI should operate inside enterprise governance, not around it.

  • Consequential actions always need human approval.
  • Also, the system records every recommendation, approval and change for audit.
  • Data stays in the client’s private environment and never goes to public consumer AI services.

Bidding and Estimation AI Agent · ProjectVIEW AI

Example: how could it work on a project?

Illustrative example. A contractor is pricing a road and drainage package, Project A. The estimator builds the BoQ in ProjectVIEW ERP using Cost Recipes from earlier jobs.

First, the agent compares the draft with similar items on completed projects and flags two things: an excavation rate that assumes higher machine output than past jobs achieved, and a pipe supply price older than the latest supplier quotation in the system.

For each item, it then shows the comparable records and suggests a revised rate. The estimator accepts one change, keeps the other with a note, and the bidding manager reviews the remaining assumptions before the team issues the bid. Finally, the system logs every step.

Bidding and Estimation AI Agent · ProjectVIEW AI

Who uses it?

The agent serves the people who build and approve bids:

It applies to construction and to other project-based industries that price work from a BoQ, such as shipbuilding and repair, marine and offshore works, mining and quarrying, and project-based manufacturing.

FAQ

Frequently asked questions

Does the AI estimating agent price the bid on its own?

No. It checks the estimate and recommends changes. The estimator and the bidding manager decide what goes into the bid, and the system records every accepted change.

What does it compare a new estimate with?

It compares new items with your own comparable BoQ items, Cost Recipes and the actual cost recorded on completed projects in ProjectVIEW ERP. The quality of the check depends on the quality of that history.

Can it work if our past estimates are in spreadsheets?

ProjectVIEW AI can map unstructured data to BoQ, WBS and Cost Codes. During implementation, we agree how much historical data to bring in, and in what form.

Can it import BoQs from any Excel format?

Yes. It aims to read BoQs from any Excel file or layout. Then it cleans descriptions, units and quantities and loads them into the BoQ structure of ProjectVIEW ERP. However, the estimator checks the result before anyone uses it.

How does it produce an early budget?

It links Cost Recipes (productivity templates for labor, materials, machinery and time) to each BoQ item. As a result, the system fills in the resources and their cost automatically. So the team sees an early project budget before the detailed estimate is complete.