Quantity accuracy levels
The selected accuracy level states the intended use, required evidence, and remaining human approval.
Reference version 1.1 · Updated September 4, 2026
Canonical profiles
| Profile | Intended use | Minimum record | Release boundary |
|---|---|---|---|
| BALLPARK | Early opportunity qualification | Source basis, units, assumptions, and visible gaps | Not approved for final estimate or quote |
| TAKEOFF | Detailed review and estimating preparation | Addressable geometry, scale, formula, named inputs, checks, and reviewer state | Requires estimator or engineer verification |
| QUOTE_READY | Support for quote preparation after defined checks | Verified source record, resolved material inputs, approved method, review history, and named approver | Does not itself authorize price or external submission |
Downgrade and needs-input behavior
If required evidence or review is missing, the quantity must remain at a lower profile or move to needs input. A confidence score does not override the minimum record or human release boundary.
Detail: choosing an accuracy profile
| Profile | Rigor | When to use | Reviewer requirement |
|---|---|---|---|
| BALLPARK | Documented sources and bounded heuristics; assumptions and unknowns remain explicit. | Rapid opportunity qualification. | Check source coverage and assumptions. Do not use a preliminary value as an approved estimate. |
| TAKEOFF | Broader independent scale and geometry analysis, formulas, inputs, units and cross-checks. | Detailed estimating preparation. | Verify scale, dimensions, coverage and unresolved conflicts before relying on quantities. |
| QUOTE_READY | Strict per-opportunity verification, full bill-of-materials reconciliation and rigorous engineering review. | Preparation for an authorized quote decision. | Named estimating and engineering reviewers approve suitability, quantities and unresolved questions. The profile does not itself approve a quote. |
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