01 · REVIEW POINT
GETTING STARTED
Set up your first dependable project.
Set up your first dependable project.
Set up your first dependable project.
Prepare the company, people, partners, equipment, and project records your first working review depends on.
Prepare the company, people, partners, equipment, and project records your first working review depends on.
Prepare the company, people, partners, equipment, and project records your first working review depends on.
YOUR FIRST WEEK
Prepare the first project from company foundation to working review.
Prepare the first project from company foundation to working review.
Start with the records and owners the team will use in its first project review.
Company foundation
Confirm the company details, naming approach, responsible administrators, and first project.
People and partners
Add the project lead, clients, vendors, subcontractors, and the contacts required for the job.
Shared company records
Prepare equipment and the reusable company records that more than one project may need.
First project workspace
Create the job, confirm its details, then open Financials, Execution, Coordination, and RFIs for a guided review.
READINESS VIEW · PROJECT PORTFOLIO
HOW THE WORK MOVES
A practical first-project rollout.
A practical first-project rollout.
Complete the company and project setup first, then review one representative active project across its core record views.
01
Prepare records
Gather the company, people, partner, equipment, site, date, and scope information the project needs.
02
Configure the company
Create the reusable company records and confirm who owns each one.
03
Build the project
Create the job, confirm its details, and open the project areas the team will review.
04
Review together
Walk through one active project with the people who will keep its records current.
READINESS CHECK • PROJECT TEAM • MANAGER AND ACCESS CONTEXT
READINESS CHECK • PROJECT TEAM • MANAGER AND ACCESS CONTEXT
FIRST PROJECT CHECKLIST
Confirm the project is ready before asking the team to use it.
Confirm the project is ready before asking the team to use it.
Confirm the project is ready before asking the team to use it.
Check the project status, client, site, dates, project manager, and current coordination records from the project workspace.
Check the project status, client, site, dates, project manager, and current coordination records from the project workspace.
Check the project status, client, site, dates, project manager, and current coordination records from the project workspace.
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Review each current screen with realistic project data
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Confirm the current workspace views before rollout
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Agree on who maintains each project record
WHAT IMPROVES
Adoption starts with ownership and a repeatable review.
Adoption starts with ownership and a repeatable review.
Adoption starts with ownership and a repeatable review.
Name the source record, responsible person, required fields, and review cadence before expanding the setup.
Clear source
Agree which current Konstructo record becomes the reference for each review.
Named owners
Assign the person responsible for maintaining each recurring record.
Set cadence
Schedule the first recurring project review and define its completion check.
Before setup
Prepare the inputs your first project review depends on.
Prepare the inputs your first project review depends on.
Prepare the inputs your first project review depends on.
Prepare a small intake packet so the first workspace starts with real company, project, people, partner, and equipment context.
Prepare a small intake packet so the first workspace starts with real company, project, people, partner, and equipment context.
Prepare a small intake packet so the first workspace starts with real company, project, people, partner, and equipment context.
01 · REVIEW POINT
Company context
Gather the company details, naming approach, and person coordinating the initial setup.02 · REVIEW POINT
People and partners
List the project lead, client, vendors, subcontractors, contacts, and other people needed for the first review.02 · REVIEW POINT
People and partners
List the project lead, client, vendors, subcontractors, contacts, and other people needed for the first review.03 · REVIEW POINT
Project brief
Prepare the job name, site, proposed dates, scope notes, and responsible project context visible in the current workflow.03 · REVIEW POINT
Project brief
Prepare the job name, site, proposed dates, scope notes, and responsible project context visible in the current workflow.04 · REVIEW POINT
Working records
Identify the equipment, commercial, coordination, and RFI records the first review should open.04 · REVIEW POINT
Working records
Identify the equipment, commercial, coordination, and RFI records the first review should open.Operating ownership
Name the people who will keep the setup useful.
Name the people who will keep the setup useful.
Name the people who will keep the setup useful.
Name a setup lead, project lead, and owner for each recurring record; confirm product permissions separately.
Name a setup lead, project lead, and owner for each recurring record; confirm product permissions separately.
Name a setup lead, project lead, and owner for each recurring record; confirm product permissions separately.
01 · REVIEW POINT
Setup lead
Coordinates the initial company records, first project, and outstanding setup questions.01 · REVIEW POINT
Setup lead
Coordinates the initial company records, first project, and outstanding setup questions.02 · REVIEW POINT
Project owner
Keeps the selected-job context current and leads the recurring project review.02 · REVIEW POINT
Project owner
Keeps the selected-job context current and leads the recurring project review.03 · REVIEW POINT
Commercial owner
Reviews the relevant Financials headings and source commercial records for the selected project.03 · REVIEW POINT
Commercial owner
Reviews the relevant Financials headings and source commercial records for the selected project.04 · REVIEW POINT
Coordination owner
Follows current project coordination and RFI records through their next visible action.04 · REVIEW POINT
Coordination owner
Follows current project coordination and RFI records through their next visible action.05 · REVIEW POINT
Shared-record owner
Maintains the reusable partner, team, or equipment context used across the company workspace.05 · REVIEW POINT
Shared-record owner
Maintains the reusable partner, team, or equipment context used across the company workspace.Company and project
Set up the company records first, then open the initial project for review.
Set up the company records first, then open the initial project for review.
Set up the company records first, then open the initial project for review.
Create reusable company records first, then open the selected project and confirm how those records support its work.
Create reusable company records first, then open the selected project and confirm how those records support its work.
Create reusable company records first, then open the selected project and confirm how those records support its work.
01 · REVIEW POINT
Company foundation
Orient around projects, people, clients, vendors, subcontractors, and equipment shared across the workspace.01 · REVIEW POINT
Company foundation
Orient around projects, people, clients, vendors, subcontractors, and equipment shared across the workspace.02 · REVIEW POINT
Project workspace
Create or select the job, confirm its details, and open the relevant Financials, Execution, Coordination, and RFI areas.02 · REVIEW POINT
Project workspace
Create or select the job, confirm its details, and open the relevant Financials, Execution, Coordination, and RFI areas.03 · REVIEW POINT
Reuse deliberately
Check the company record before creating a separate description of the same client, partner, person, or equipment context.03 · REVIEW POINT
Reuse deliberately
Check the company record before creating a separate description of the same client, partner, person, or equipment context.04 · REVIEW POINT
Verify in context
Return to the selected project and confirm the exact record the team will use during its review.04 · REVIEW POINT
Verify in context
Return to the selected project and confirm the exact record the team will use during its review.First review agenda
Use one project to teach the complete review path.
Use one project to teach the complete review path.
Use one project to teach the complete review path.
Use one guided project review to show where context lives, who owns each record, and what action comes next.
Use one guided project review to show where context lives, who owns each record, and what action comes next.
Use one guided project review to show where context lives, who owns each record, and what action comes next.
01 · STEP
1. Orient at company level
Review the portfolio and the shared people, partner, and equipment records needed for the selected job.01 · STEP
1. Orient at company level
Review the portfolio and the shared people, partner, and equipment records needed for the selected job.02 · STEP
2. Confirm project details
Open the project and verify its client, site, dates, responsible people, scope context, and current state.02 · STEP
2. Confirm project details
Open the project and verify its client, site, dates, responsible people, scope context, and current state.03 · STEP
3. Inspect working areas
Move through the relevant Financials, Execution, Coordination, proposal, equipment, and RFI views.03 · STEP
3. Inspect working areas
Move through the relevant Financials, Execution, Coordination, proposal, equipment, and RFI views.04 · STEP
4. Assign the next action
End each open question at the source record and the person responsible for the follow-up.04 · STEP
4. Assign the next action
End each open question at the source record and the person responsible for the follow-up.05 · STEP
5. Repeat the path
Ask the operating owners to run the same review so the team can confirm the process is usable.05 · STEP
5. Repeat the path
Ask the operating owners to run the same review so the team can confirm the process is usable.Readiness signals
Look for repeatable behavior before expanding the rollout.
Look for repeatable behavior before expanding the rollout.
Look for repeatable behavior before expanding the rollout.
The team is ready to expand when it can repeat the setup, find the same source records, and complete the review without rebuilding context elsewhere.
The team is ready to expand when it can repeat the setup, find the same source records, and complete the review without rebuilding context elsewhere.
The team is ready to expand when it can repeat the setup, find the same source records, and complete the review without rebuilding context elsewhere.
01 · REVIEW POINT
The source is clear
People can name the company or project record used for each recurring review.01 · REVIEW POINT
The source is clear
People can name the company or project record used for each recurring review.02 · REVIEW POINT
The owner is clear
Each recurring record or review has a named operating owner.02 · REVIEW POINT
The owner is clear
Each recurring record or review has a named operating owner.03 · REVIEW POINT
The path is repeatable
A second person can move from portfolio context to the selected source record without guessing.03 · REVIEW POINT
The path is repeatable
A second person can move from portfolio context to the selected source record without guessing.04 · REVIEW POINT
The completion check is visible
The team can identify the saved record, date, status, response, or next action that closes the step.04 · REVIEW POINT
The completion check is visible
The team can identify the saved record, date, status, response, or next action that closes the step.Scale the practice
Move from one dependable project to a shared operating rhythm.
Move from one dependable project to a shared operating rhythm.
Move from one dependable project to a shared operating rhythm.
Expand after the first team can repeat the screen path, responsibilities, and review sequence with confidence.
Expand after the first team can repeat the screen path, responsibilities, and review sequence with confidence.
Expand after the first team can repeat the screen path, responsibilities, and review sequence with confidence.
01 · STEP
Document the working path
Capture the trigger, source screen, owner, required context, next action, and completion check used by the first project.01 · STEP
Document the working path
Capture the trigger, source screen, owner, required context, next action, and completion check used by the first project.02 · STEP
Review shared records
Confirm which company people, partner, and equipment records should be reused for the next job.02 · STEP
Review shared records
Confirm which company people, partner, and equipment records should be reused for the next job.03 · STEP
Prepare the next project
Gather the next project's actual details and create its context using the current product workflow.03 · STEP
Prepare the next project
Gather the next project's actual details and create its context using the current product workflow.04 · STEP
Run the same review
Use the same agenda and note where the people, records, or responsibilities differ.04 · STEP
Run the same review
Use the same agenda and note where the people, records, or responsibilities differ.Continue from setup
Choose the next route for the work ahead.
Choose the next route for the work ahead.
Choose the next route for the work ahead.
Once the first project is prepared, move into the route that supports the next real task. Keep the selected context and source record with you.
Once the first project is prepared, move into the route that supports the next real task. Keep the selected context and source record with you.
Once the first project is prepared, move into the route that supports the next real task. Keep the selected context and source record with you.
01 · REVIEW POINT
Need screen orientation?
Use the Product Tour to move from the company portfolio into project, financial, partner, equipment, and RFI views.01 · REVIEW POINT
Need screen orientation?
Use the Product Tour to move from the company portfolio into project, financial, partner, equipment, and RFI views.02 · REVIEW POINT
Need a repeatable process?
Use Product Guidance to turn the review into a source-record playbook.02 · REVIEW POINT
Need a repeatable process?
Use Product Guidance to turn the review into a source-record playbook.03 · REVIEW POINT
Need a specific answer?
Use the Help Centre or FAQ to choose a path from the task and current screen.03 · REVIEW POINT
Need a specific answer?
Use the Help Centre or FAQ to choose a path from the task and current screen.04 · REVIEW POINT
Need to verify fit?
Use the walkthrough form to describe one real workflow and the questions the team needs to confirm.04 · REVIEW POINT
Need to verify fit?
Use the walkthrough form to describe one real workflow and the questions the team needs to confirm.Setup details
Answers for a dependable first rollout.
Answers for a dependable first rollout.
Answers for a dependable first rollout.
These answers clarify what to prepare, who should own the work, what to review, and when the setup is ready to extend.
These answers clarify what to prepare, who should own the work, what to review, and when the setup is ready to extend.
These answers clarify what to prepare, who should own the work, what to review, and when the setup is ready to extend.
Set up your first Konstructo project.
Set up your first Konstructo project.
Set up your first Konstructo project.
Begin with a clear company record and one realistic construction project.
Get Started
GETTING STARTED FAQ