01 · REVIEW POINT
PRODUCT GUIDANCE
Build repeatable playbooks for the work your team reviews.
Choose a workflow, identify its source screen, and document the owner, fields, decision, and next handoff.
PLAYBOOKS BY WORKFLOW
Start with the review your team repeats most often.
Define a small set of practices so every participant understands the record they maintain and the review it supports.
Run a commercial review
Define who reviews project Financials, proposals, budgets, commitments, billing, and changes.
Run a delivery review
Set a repeatable sequence for project details, Execution, scheduling, locations, and forms.
Process an RFI
Document the subject, assignee, due date, question, response, status, and completion check.
Prepare partners and shared records
Clarify how clients, vendors, subcontractors, and equipment records support the project review.
SELECTED PLAYBOOK · COMMERCIAL REVIEW
HOW THE WORK MOVES
Run a commercial review from the project source record.
Use one active project to document who reviews the financial view, which source records matter, and what happens next.
COMMERCIAL REVIEW · PROJECT FINANCIALS
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Name the commercial question
Choose the selected project, financial heading, and decision the review must support.
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Open the source record
Open the related proposal, budget, purchase order, bill, client invoice, or change record.
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Review the project context
Confirm the current project details and the record fields that explain the commercial discussion.
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Document the decision path
Record the responsible role, source screen, review cadence, decision, and next handoff.
PROJECT REVIEW
Run each project meeting from the source record.
Open the exact project, financial, equipment, partner, or RFI record behind each agenda item before the team decides what happens next.
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Open the meeting from current project status
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Keep each review focused on the record being viewed
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Confirm changes before the next operating cycle
FOUR PRACTICAL PLAYBOOKS
Give every workflow a trigger, an owner, and a clear completion signal.
Use these playbooks to guide delivery, RFIs, partner reviews, and equipment decisions alongside the detailed Commercial Review example.
Commercial review
Trigger: a scheduled financial review. Owner: the designated commercial reviewer. Complete when the current summary, supporting record, and next action are clear.
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Delivery review
Trigger: a recurring project review. Owner: the designated project lead. Complete when current status and open delivery records have a responsible person and date.
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RFI response
Trigger: a project question needs a documented answer. Owner: the assigned participant. Complete when subject, question, response, due date, and status are current.
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Partners & equipment
Trigger: project setup or a resource review. Owner: the designated company-record owner. Complete when partner, equipment allocation, availability, and project-team records are current.
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Playbook anatomy
Build every workflow from the same seven parts.
A useful playbook connects a real trigger to the Konstructo screen, responsible person, next action, and completion check.
Source-record agenda
Run reviews from the records behind the result.
Use a consistent agenda to prevent a summary from becoming the end of the conversation. The screen sequence should stay tied to the current selected project.
Partners and equipment
Keep shared records distinct from project decisions.
Use company partner and equipment views to establish reusable context, then open the selected project for the decision.
Blank playbook
Write the next workflow from a grounded blueprint.
Use this compact structure to create the next workflow playbook, with steps a teammate can verify on screen.
Turn one recurring project review into a shared Konstructo playbook.
Choose one current screen, review it with a representative active project, and document the fields the team should check.
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PRODUCT GUIDANCE FAQ