COST MANAGEMENT

Follow the commercial record from proposal to project review.

Follow the commercial record from proposal to project review.

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.

Keep proposals, budgets, commitments, bills, client invoices, change orders, and financial summaries in the context of the selected job.

Keep proposals, budgets, commitments, bills, client invoices, change orders, and financial summaries in the context of the selected job.

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See the cost chain

Konstructo project financial workspace with expanded navigation
Konstructo project financial workspace with expanded navigation

PROJECT FINANCIAL REVIEW

Start with the selected job, read its revenue, cost, profit, and margin headings, then open the category record behind the question.

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.

COST CONTROL CHAIN

Move from planned scope to the current commercial position.

Move from planned scope to the current commercial position.

Define the scope, establish the budget, record commitments and billing, then review changes and the current financial summary.

COMMERCIAL REVIEW · PROJECT FINANCIALS

Konstructo project Financials with revenue, cost, profit, margin, and financial category records

Budget

Commitments

Review current position

01

Define

Confirm the client, project, proposal, estimate, dates, scope notes, and supporting files.

02

Budget

Set the budget context and review the categories the project team will use.

03

Commit and bill

Record bid requests, purchase orders, bills, client invoices, and partner context.

04

Review changes

Review change orders and the current revenue, cost, profit, margin, charts, and categories.

PROPOSAL ENTRY

Keep proposal details close to the selected client and project.

Keep proposal details close to the selected client and project.

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.

The client proposal form shows project, client, site, proposed dates, scope notes, and attachment fields.

The client proposal form shows project, client, site, proposed dates, scope notes, and attachment fields.

●

Review project and client context

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Record proposed dates and scope notes

●

Add supporting attachment details

Konstructo filled client proposal form with expanded navigation categories
Konstructo filled client proposal form with expanded navigation categories

CURRENT VIEW • PROPOSAL ENTRY • CLIENT, SITE, DATES, SCOPE

CURRENT VIEW • PROPOSAL ENTRY • CLIENT, SITE, DATES, SCOPE

PROJECT FINANCIAL REVIEW

Move from the headline number to the record behind it.

Move from the headline number to the record behind it.

Move from the headline number to the record behind it.

Use a repeatable agenda to connect the selected project’s financial headings with the exact commercial record under review.

Use a repeatable agenda to connect the selected project’s financial headings with the exact commercial record under review.

01

Scope basis

Begin with the proposal’s client, site, dates, scope notes, and attachments.

02

Budget and commitments

Review the budget, bid-request, purchase-order, and partner context associated with the job.

03

Billing records

Open the relevant bill or client-invoice record within the project’s commercial context.

04

Current position

Relate revenue, cost, profit, margin, financial categories, and recorded changes to the selected project.

COMMERCIAL REVIEW MAP

Move from the project position to the record behind the number.

Move from the project position to the record behind the number.

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.

01

Open the source category

Use Contracts, Purchase Orders, Direct Costs, Invoices, or Payments when that visible category matches the discussion.

02

Review the record context

Check the current record and the project it belongs to before agreeing on the next action.

03

Return to current position

Revisit the project summary and name the follow-up for the next commercial review.

04

READ THE PROJECT POSITION

Frame the commercial question before opening its source.

Frame the commercial question before opening its source.

Frame the commercial question before opening its source.

The visible financial dashboard gives reviewers a project-level view of the commercial position.

The visible financial dashboard gives reviewers a project-level view of the commercial position.

The visible financial dashboard gives reviewers a project-level view of the commercial position.

Konstructo project financial dashboard with revenue, cost, profit, margin, and charts

CURRENT KONSTRUCTO VIEW

01 · REVIEW POINT

Revenue

Review the visible revenue heading for the selected project.
01 · REVIEW POINT

Revenue

Review the visible revenue heading for the selected project.
02 · REVIEW POINT

Cost

Read the current cost heading in the same job context.
02 · REVIEW POINT

Cost

Read the current cost heading in the same job context.
03 · REVIEW POINT

Profit

Use the profit indicator to frame the next commercial question.
03 · REVIEW POINT

Profit

Use the profit indicator to frame the next commercial question.
04 · REVIEW POINT

Margin

Review the visible margin alongside revenue, cost, and profit.
04 · REVIEW POINT

Margin

Review the visible margin alongside revenue, cost, and profit.
05 · REVIEW POINT

Charts

Use the dashboard visuals as an overview before opening a category.
05 · REVIEW POINT

Charts

Use the dashboard visuals as an overview before opening a category.

FIVE SOURCE CATEGORIES

Open the commercial record that matches the question.

Open the commercial record that matches the question.

Open the commercial record that matches the question.

The project financial view exposes distinct categories so reviewers can move beyond a headline number.

The project financial view exposes distinct categories so reviewers can move beyond a headline number.

The project financial view exposes distinct categories so reviewers can move beyond a headline number.

01 · REVIEW POINT

Contracts

Use contract records when the question concerns agreed commercial value.
01 · REVIEW POINT

Contracts

Use contract records when the question concerns agreed commercial value.
02 · REVIEW POINT

Purchase Orders

Review purchasing commitments represented for the project.
02 · REVIEW POINT

Purchase Orders

Review purchasing commitments represented for the project.
03 · REVIEW POINT

Direct Costs

Inspect project costs recorded outside the other commercial categories.
03 · REVIEW POINT

Direct Costs

Inspect project costs recorded outside the other commercial categories.
04 · REVIEW POINT

Invoices

Review billing records associated with the selected project.
04 · REVIEW POINT

Invoices

Review billing records associated with the selected project.
05 · REVIEW POINT

Payments

Open payment records when the question concerns recorded settlement activity.
05 · REVIEW POINT

Payments

Open payment records when the question concerns recorded settlement activity.

PROJECT FINANCIAL REVIEW

Move from project identity to the record behind the figure.

Move from project identity to the record behind the figure.

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.

A repeatable path helps commercial and project reviewers discuss the same job and source category.

A repeatable path helps commercial and project reviewers discuss the same job and source category.

01 · STEP

Confirm the project

Check the job, client, site, dates, and responsible context.
01 · STEP

Confirm the project

Check the job, client, site, dates, and responsible context.
02 · STEP

Frame the question

Start with revenue, cost, profit, margin, or a specific commercial issue.
02 · STEP

Frame the question

Start with revenue, cost, profit, margin, or a specific commercial issue.
03 · STEP

Choose the category

Open Contracts, Purchase Orders, Direct Costs, Invoices, or Payments.
03 · STEP

Choose the category

Open Contracts, Purchase Orders, Direct Costs, Invoices, or Payments.
04 · STEP

Review the record

Inspect the entry relevant to the question.
04 · STEP

Review the record

Inspect the entry relevant to the question.
05 · STEP

Return to the project

Place the finding back in the selected-job review.
05 · STEP

Return to the project

Place the finding back in the selected-job review.

COMMERCIAL CATEGORY GUIDE

Match the question to the source before drawing a conclusion.

Match the question to the source before drawing a conclusion.

Match the question to the source before drawing a conclusion.

Each category represents a different part of the project’s visible commercial record.

Each category represents a different part of the project’s visible commercial record.

Each category represents a different part of the project’s visible commercial record.

01 · REVIEW POINT

Contract question

Open Contracts for the agreement represented in the project record.
01 · REVIEW POINT

Contract question

Open Contracts for the agreement represented in the project record.
02 · REVIEW POINT

Purchasing question

Open Purchase Orders for recorded project commitments.
02 · REVIEW POINT

Purchasing question

Open Purchase Orders for recorded project commitments.
03 · REVIEW POINT

Cost question

Open Direct Costs for the relevant cost entries.
03 · REVIEW POINT

Cost question

Open Direct Costs for the relevant cost entries.
04 · REVIEW POINT

Billing question

Open Invoices for project billing records.
04 · REVIEW POINT

Billing question

Open Invoices for project billing records.
05 · REVIEW POINT

Payment question

Open Payments for the recorded payment entries.
05 · REVIEW POINT

Payment question

Open Payments for the recorded payment entries.

PROPOSAL CONTEXT

Return to the proposal when a commercial question depends on client, site, dates, scope, or attachments.

Return to the proposal when a commercial question depends on client, site, dates, scope, or attachments.

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.

Use the proposal’s client, site, dates, scope, and attachments to frame the commercial question before opening the current project financial record.

Use the proposal’s client, site, dates, scope, and attachments to frame the commercial question before opening the current project financial record.

Konstructo proposal view used as preconstruction commercial context

CURRENT KONSTRUCTO VIEW

01 · REVIEW POINT

Project and client

Confirm the opportunity and customer under discussion.
01 · REVIEW POINT

Project and client

Confirm the opportunity and customer under discussion.
02 · REVIEW POINT

Site

Review the location associated with the proposed work.
02 · REVIEW POINT

Site

Review the location associated with the proposed work.
03 · REVIEW POINT

Dates

Use proposed timing as historical review context.
03 · REVIEW POINT

Dates

Use proposed timing as historical review context.
04 · REVIEW POINT

Scope

Read the proposal's description of the work.
04 · REVIEW POINT

Scope

Read the proposal's description of the work.
05 · REVIEW POINT

Attachments

Open supporting material stored with the proposal.
05 · REVIEW POINT

Attachments

Open supporting material stored with the proposal.

Explore Preconstruction

QUESTIONS BY REVIEWER

Let each reviewer define the commercial question, then open the project category that contains its supporting record.

Let each reviewer define the commercial question, then open the project category that contains its supporting record.

Let each reviewer define the commercial question, then open the project category that contains its supporting record.

The same project financial view can support different checks without flattening every role into one dashboard.

The same project financial view can support different checks without flattening every role into one dashboard.

The same project financial view can support different checks without flattening every role into one dashboard.

01 · REVIEW POINT

Project manager

Which financial heading or category needs attention inside the job?
01 · REVIEW POINT

Project manager

Which financial heading or category needs attention inside the job?
02 · REVIEW POINT

Commercial reviewer

Which source record supports the current revenue, cost, billing, or payment discussion?
02 · REVIEW POINT

Commercial reviewer

Which source record supports the current revenue, cost, billing, or payment discussion?
03 · REVIEW POINT

Leadership

Which project sits behind a company-level commercial question?
03 · REVIEW POINT

Leadership

Which project sits behind a company-level commercial question?
04 · REVIEW POINT

Estimator

Which proposal facts are relevant background for the current review?
04 · REVIEW POINT

Estimator

Which proposal facts are relevant background for the current review?
05 · REVIEW POINT

Coordinator

Does a separate coordination answer require a new commercial review?
05 · REVIEW POINT

Coordinator

Does a separate coordination answer require a new commercial review?

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.

Select the job, read the revenue, cost, profit, or margin heading, then open Contracts, Purchase Orders, Direct Costs, Invoices, or Payments.

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.

The goal is to reduce reconstruction work before the commercial discussion can begin.

The goal is to reduce reconstruction work before the commercial discussion can begin.

01 · REVIEW POINT

Project

Start with the selected construction job rather than an isolated total.
01 · REVIEW POINT

Project

Start with the selected construction job rather than an isolated total.
02 · REVIEW POINT

Headline

Read revenue, cost, profit, and margin together.
02 · REVIEW POINT

Headline

Read revenue, cost, profit, and margin together.
03 · REVIEW POINT

Source

Open the category that matches the question.
03 · REVIEW POINT

Source

Open the category that matches the question.
04 · REVIEW POINT

Context

Review the relevant record inside the job.
04 · REVIEW POINT

Context

Review the relevant record inside the job.
05 · REVIEW POINT

Close

Return to the project with the verified source and next question.
05 · REVIEW POINT

Close

Return to the project with the verified source and next question.

BRING A COMMERCIAL REVIEW

Trace one project figure back to the record behind it.

Trace one project figure back to the record behind it.

Trace one project figure back to the record behind it.

Use a familiar job so the walkthrough can follow your real question from project position to source category.

Use a familiar job so the walkthrough can follow your real question from project position to source category.

Use a familiar job so the walkthrough can follow your real question from project position to source category.

01 · REVIEW POINT

Choose the project

Bring a job with a current commercial question.
01 · REVIEW POINT

Choose the project

Bring a job with a current commercial question.
02 · REVIEW POINT

Choose the heading

Start with revenue, cost, profit, or margin.
02 · REVIEW POINT

Choose the heading

Start with revenue, cost, profit, or margin.
03 · REVIEW POINT

Choose the category

Identify the relevant contract, purchase order, direct cost, invoice, or payment record.
03 · REVIEW POINT

Choose the category

Identify the relevant contract, purchase order, direct cost, invoice, or payment record.
04 · REVIEW POINT

Choose the reviewers

Include the project and commercial participants who need the answer.
04 · REVIEW POINT

Choose the reviewers

Include the project and commercial participants who need the answer.

Get Started

Prefer a guided walkthrough? Book a Demo

Bring project-financial categories into view.

Bring project-financial categories into view.

Bring project-financial categories into view.

Review visible revenue, cost, profit, and margin headings with project-financial category tabs.

Get Started

COST MANAGEMENT FAQ

See the commercial record behind the project.

See the commercial record behind the project.

See the commercial record behind the project.