01 · REVIEW POINT
COST MANAGEMENT
Follow the commercial record from proposal to project review.
Keep proposals, budgets, commitments, bills, client invoices, change orders, and financial summaries in the context of the selected job.
PROJECT FINANCIAL REVIEW
Start with the selected job, read its revenue, cost, profit, and margin headings, then open the category record behind the question.
Use the source commercial records behind the project’s revenue, cost, profit, margin, and category summaries.
Proposal and estimate
Keep the client, site, dates, scope notes, attachments, estimate, and proposal tied to the job.
Budget and commitments
Review budgets, bid requests, subcontractor and vendor context, and purchase orders from the project.
Bills and client invoices
Keep bills and client invoices with the project records and commercial review they support.
Changes and financial summary
Review change orders beside revenue, cost, profit, margin, charts, and financial categories.
PROPOSAL ENTRY
Keep proposal details close to the selected client and project.
The client proposal form shows project, client, site, proposed dates, scope notes, and attachment fields.
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Review project and client context
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Record proposed dates and scope notes
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Add supporting attachment details
COMMERCIAL REVIEW MAP
Move from the project position to the record behind the number.
Start with the selected project’s revenue, cost, profit, and margin summary, then open the visible Financials category that matches the discussion before naming the next commercial action.
Frame the question
Start with the selected project and the revenue, cost, profit, or margin heading under review.
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Open the source category
Use Contracts, Purchase Orders, Direct Costs, Invoices, or Payments when that visible category matches the discussion.
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Review the record context
Check the current record and the project it belongs to before agreeing on the next action.
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Return to current position
Revisit the project summary and name the follow-up for the next commercial review.
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READ THE PROJECT POSITION
Frame the commercial question before opening its source.
The visible financial dashboard gives reviewers a project-level view of the commercial position.
CURRENT KONSTRUCTO VIEW
PROJECT FINANCIAL REVIEW
Move from project identity to the record behind the figure.
A repeatable path helps commercial and project reviewers discuss the same job and source category.
PROPOSAL CONTEXT
Return to the proposal when a commercial question depends on client, site, dates, scope, or attachments.
Use the proposal’s client, site, dates, scope, and attachments to frame the commercial question before opening the current project financial record.
CURRENT KONSTRUCTO VIEW
SPREADSHEET SEARCH VS. PROJECT REVIEW
Select the job, read the revenue, cost, profit, or margin heading, then open Contracts, Purchase Orders, Direct Costs, Invoices, or Payments.
The goal is to reduce reconstruction work before the commercial discussion can begin.
Bring project-financial categories into view.
Review visible revenue, cost, profit, and margin headings with project-financial category tabs.
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COST MANAGEMENT FAQ