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Use Case

Automate Scope Validation on MEP Coordination Drawings

ProductAgentsUse CasesAutomate Scope Validation on MEP Coordination Drawings

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Job to Be DoneThe Operational ProblemHow It WorksInputs & OutputsWorkflow ContextWorks WithFAQGet Started

The Scope Checker Agent cross-checks contracts, drawings, specs, and change orders to flag MEP scope gaps and overlaps before field disputes start.

✍️

Try the Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

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The Operational Problem

Prime contracts live in SharePoint. MEP coordination drawings and specs live in Procore. Subagreements and executed change orders sit in separate folders that are easy to miss during drawing review.

Those project files sit in separate systems. Project teams struggle to cross-check what contracts assign against what coordination drawings show. Scope gaps between drawings, specifications, and subcontract scope turn into trade disputes. By the time those gaps surface through RFIs or subcontractor protests during mobilization, the options are change orders, contingency draws, or both.

How Scope Checker Agent Automates This

The Scope Checker Agent executes the cross-referencing work between contractual project files, coordination drawings, and project metadata before coordination issues reach the field. Project teams make scope decisions and resolve trade boundary disputes. The agent does the document reconciliation between those decisions.

1

Ingest and connect project files

The agent pulls prime contracts, subagreements, and executed change orders from SharePoint, then connects them with drawings, specifications, attachments, and record information from Procore. This creates a single reconciled document set organized by trade and CSI MasterFormat division.

2

Cross-check drawings against scope

The agent compares what MEP coordination drawings depict against what specifications require and what subagreements assign. It searches deeply across specs, drawings, RFIs, and submittals to detect scope gaps and scope overlaps.

3

Flag and classify discrepancies

Each detected discrepancy receives a risk assessment and classification. The agent identifies high-stakes items, including structural, life safety, and long-lead elements, and flags adjacent risks that could affect project timelines or budget. Drawing version control is enforced by prioritizing the most recent revisions and identifying conflicts with older versions.

4

Generate recommendations and route findings

The agent generates clear recommendations for each flagged item and adds reviews and comments directly into the relevant contracts. Related work items are grouped by CSI MasterFormat division for efficient change order packaging. Compliance gap assessments are delivered with specific scope gap locations and overlap resolutions tied back to the source documents.

Inputs & Outputs

Inputs

  • Prime contracts, subagreements, and executed change orders stored in SharePoint

  • Coordination drawings, specifications, and attachments managed in Procore

  • RFIs, submittals, and record information from Procore providing project context

  • General construction knowledge applied to interpret trade boundaries and specification requirements

Outputs

  • Discrepancy reports identifying scope gaps (unassigned work) and scope overlaps (duplicated responsibility) with specific document locations

  • Risk assessments classifying flagged items by severity, including structural, life safety, and long-lead categories

  • Reviews and comments added directly into contracts with clear recommendations for resolution

  • Change order groupings organized by CSI MasterFormat division for efficient packaging and processing

Workflow Context

The Scope Checker Agent operates within Datagrid's broader scope management workflow, connecting the contract-to-field document chain that many firms still manage manually. Upstream, the agent ingests the same contractual project files used in procurement and buyout workflows, validating that trade assignments in subagreements match what MEP coordination drawings require before purchase orders go out.

Downstream, flagged scope gaps and specification discrepancies feed into RFI generation and change order processing workflows, with items pre-grouped by CSI MasterFormat division. Exclusion analysis outputs also inform risk assessment workflows by evaluating how subcontractor exclusions affect overall project scope.

Works With

The Scope Checker Agent connects to your existing construction management stack without custom integration work, keeping scope validation aligned across contract and drawing systems.

SharePoint

SharePoint

Connects prime contracts, subagreements, and executed change orders so scope assignments can be reconciled against current coordination drawings and contract language.

Procore

Procore

Connects coordination drawings, specifications, RFIs, submittals, and project records to scope validation workflows so discrepancies are caught before field coordination breaks down.

PlanGrid

PlanGrid

Connects sheet updates and field document workflows so drawing revisions can be checked against subcontract scope before outdated information reaches crews.

Slack

Slack

Connects workspace conversations and files so flagged scope gaps and overlap findings can move quickly into team review and resolution workflows.

Trimble Connect

Trimble Connect

Connects BIM coordination workflows and project files to validate trade boundaries against contract scope and detect model-to-document conflicts earlier.

With these systems connected, scope conflicts surface earlier and contract, drawing, and coordination decisions stay aligned throughout execution.

Frequently Asked Questions

The Scope Checker Agent cross-checks coordination drawings against specifications, subagreements, and prime contracts simultaneously. When work appears on mechanical drawings but is addressed only in another trade's specifications, or when no subagreement explicitly assigns responsibility for a depicted element, the agent flags the gap with the specific document locations and trade boundaries involved. This catches disputes that typically surface only when a subcontractor protests during mobilization.

The agent prioritizes the most recent revisions of MEP coordination drawings from Procore and compares them against earlier versions referenced in contracts and specifications. When a subagreement references a superseded drawing revision, or when an executed change order modifies scope that has not been reflected in the latest coordination drawings, the agent flags the discrepancy. This prevents field teams from building to outdated information as drawing revisions accumulate across MEP trades.

No. The agent performs the document reconciliation and risk classification that precedes scope decisions. It identifies where contractual language conflicts with drawing content, where trade responsibilities overlap, and where exclusions create unassigned work. Project managers and operations leadership still determine how to resolve each flagged item, whether through RFIs, change orders, or contract amendments. The agent delivers the analysis. People decide the resolution.

The agent performs exclusion analysis by evaluating each subcontractor's exclusion language against the full project scope defined in prime contracts, specifications, and coordination drawings. When an exclusion removes work that no other subagreement covers, the agent flags the resulting gap and classifies it by risk level. This is particularly relevant for MEP coordination, where exclusions by one trade can cascade into unassigned scope that only surfaces later in the coordination process.

The agent ingests executed change orders from SharePoint and reconciles them against the current coordination drawing set and specifications in Procore. When a change order modifies the scope of one trade in a way that affects adjacent trades, or when approved changes have not been reflected in the latest coordination drawings, the agent flags the discrepancy. Change order groupings are organized by CSI MasterFormat division, so operations teams can track cumulative scope modifications by trade and division rather than reviewing change orders individually.

Use Datagrid to Protect MEP Scope Coordination

Datagrid keeps scope assignments aligned across contracts, drawings, specifications, and change orders before issues reach the field.

  • Document reconciliation: Cross-checks prime contracts, subagreements, executed change orders, drawings, and specifications in one reconciled workflow.
  • Scope gap detection: Flags unassigned work and overlapping responsibilities with source document references and trade context.
  • Risk-based prioritization: Classifies high-risk discrepancies, including life safety, structural, long-lead, and version control issues.
  • Change-ready outputs: Groups findings by CSI MasterFormat division and routes recommendations into contract review and change order workflows.
Try the Scope Checker Agent

Agent

✍️

Scope Checker Agent

Eliminate scope gaps and overlaps by reconciling contracts, drawings, and project metadata before they become costly disputes.

Works with

SharePointSharePointProcoreProcorePlanGridPlanGridSlackSlackTrimble ConnectTrimble Connect
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