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Documentation Index

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The Cost Matching workflow takes a material schedule exported from Revit (or any compatible BIM tool) as a CSV file and automatically matches each material line to a unit cost from the built-in construction cost database. Results are grouped hierarchically by assembly, filtered by workset or building division, and can be compared across multiple versions of your takeoff — all without manual data entry.

Preparing your CSV export from Revit

For the best matching results, your CSV should include the following columns. Column names are flexible, but the more context you provide the higher the match confidence.
ColumnPurpose
FamilyRevit family name — used for grouping and matching
TypeVariant within the family (e.g., Standard Modular)
WorksetScope classifier (e.g., Interior, Exterior, Structure, MEP)
AssemblyLogical assembly name for hierarchical grouping
QuantityNumeric quantity
UnitUnit of measure (m², m³, LF, EA)
ManufacturerOptional — improves match accuracy
Use consistent Workset names across your model. Values like Interior, Exterior, Structure, and MEP map directly to the built-in scope presets and make preset filtering accurate.

Uploading a file

1

Select a project

Choose a project from the sidebar. Cost matching files are stored per project.
2

Open the upload dialog

Click Upload on the Cost Matching page. A dialog gives you two choices:
  • New file — start a fresh analysis with no version history
  • New version of an existing file — attach the upload to an existing file so the version history sidebar tracks the change
3

Select your city

Choose the city or region that should anchor the cost data. Pricing varies by market, so selecting the correct city is important for accurate estimates.
4

Upload and process

Select your CSV file and click Process Materials. Processing begins immediately.

What happens during processing

Processing runs in two sequential phases:
  1. Parsing and cleanup — your CSV rows are parsed, material names are normalized, and ambiguous entries are classified. A progress bar shows the number of rows being cleaned.
  2. Cost matching — each cleaned material is matched against the cost database. The system reports the current material name and an overall progress count as it works through your schedule.
Match results carry a confidence indicator:
ConfidenceMeaning
High (green)80–100% match — the cost item is a strong fit
Medium (yellow)50–79% match — review before accepting
Low (orange)20–49% match — manual review recommended
Learned (purple)Match was refined from a previous run on your workspace

Viewing results

Hierarchical view

By default, results are grouped by assembly. Each group header shows the assembly name, the number of materials in the group, and the group subtotal. Click the expand arrow to see individual materials, their matched cost items, unit prices, quantities, and line totals.

Table view

Switch to Table view using the toggle above the results to see all materials as a flat list. Table view is useful for scanning the full schedule or exporting a specific selection.
The total estimated cost appears at the top of the results panel and updates in real time as you apply filters or exclude items.

Material presets and divisions

The filter panel on the left includes preset scopes that let you instantly narrow the estimate to a recognised construction division. Available presets include:

Whole Building

All materials — the default unfiltered view.

Core and Shell

Structure, exterior envelope, and base-building systems.

Interior Fit-Out

Interior partitions, finishes, furniture, fixtures, and equipment.

Warm Shell

Core and shell plus tenant MEPF and base finishes.

Cold Shell

Structural frame and building envelope only, excluding mechanical fit-out.

Substructure

Foundations and below-grade construction.
Additional presets cover MEP trade packages, site and civil work, sustainability items, and more. Select a preset to filter the material list and update the total cost instantly.

Filtering results

Beyond presets, you can combine filters from the filter panel:
  • Worksets — limit to one or more Revit worksets (e.g., show only MEP materials)
  • Families — filter to a specific Revit family name
  • Assemblies — show a single assembly group
  • Types — narrow to a specific family type
Active filter counts appear next to each section header. Clear individual filters or reset all filters using the controls at the top of the panel.

Editing unit costs manually

To override an AI-matched unit cost:
1

Expand the material

Click the row expand arrow in hierarchical view, or find the material in table view.
2

Open the edit dialog

Click the pencil icon next to the unit cost. The cost edit dialog opens.
3

Enter the new unit cost

Type the revised unit cost. The line total and group subtotal update automatically when you save.
Manual edits are flagged visually so you can distinguish your overrides from AI-matched values when you export or share the estimate.

Comparison mode

When you have two or more versions of a file, you can compare them side by side:
1

Open version history

Click History to open the version history sidebar on the right. Each version card shows the file name, upload date, material count, city, and total cost.
2

Enable comparison mode

Click the Compare toggle in the results header. A second column appears alongside the current results.
3

Select a version to compare

Pick the comparison version from the sidebar. The side-by-side view highlights materials that changed cost, were added, or were removed between versions.

Exporting results

Click Export in the results header to download the current view. Two formats are available:
  • CSV — a flat spreadsheet of all materials, quantities, matched costs, and totals. Respects the active filters so you can export a subset (for example, just the mechanical scope).
  • DOCX — a formatted cost report document suitable for inclusion in bid packages or client deliverables.
Exports always reflect the currently active filters and any excluded items, so what you see on screen is what you get in the file.

Version history

Every upload creates a new version entry in the history sidebar. You can:
  • Load a past version to review its results
  • Download the original CSV from any version card
  • Delete a version you no longer need
Version history persists for the lifetime of the project and is visible to all team members with access to the workspace.