PRODUCT GUIDANCE

Build repeatable playbooks for the work your team reviews.

Build repeatable playbooks for the work your team reviews.

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.

Choose a workflow, identify its source screen, and document the owner, fields, decision, and next handoff.

Choose a workflow, identify its source screen, and document the owner, fields, decision, and next handoff.

Get Started

Choose a playbook

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

HOW THE WORK MOVES

Run a commercial review from the project source record.

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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Konstructo project financial workspace with revenue, cost, profit, margin, charts, and source-record categories

01

Name the commercial question

Choose the selected project, financial heading, and decision the review must support.

02

Open the source record

Open the related proposal, budget, purchase order, bill, client invoice, or change record.

03

Review the project context

Confirm the current project details and the record fields that explain the commercial discussion.

04

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.

Run each project meeting from the source record.

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.

Open the exact project, financial, equipment, partner, or RFI record behind each agenda item before the team decides what happens next.

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

Konstructo equipment register with expanded navigation categories
Konstructo equipment register with expanded navigation categories

CURRENT VIEW • EQUIPMENT REGISTER • AVAILABILITY AND ALLOCATION

CURRENT VIEW • EQUIPMENT REGISTER • AVAILABILITY AND ALLOCATION

FOUR PRACTICAL PLAYBOOKS

Give every workflow a trigger, an owner, and a clear completion signal.

Give every workflow a trigger, an owner, and a clear completion signal.

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.

01

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.

02

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.

03

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.

04

Playbook anatomy

Build every workflow from the same seven parts.

Build every workflow from the same seven parts.

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.

A useful playbook connects a real trigger to the Konstructo screen, responsible person, next action, and completion check.

A useful playbook connects a real trigger to the Konstructo screen, responsible person, next action, and completion check.

01 · REVIEW POINT

Trigger and scope

Name what starts the review and whether it belongs to the company workspace or one selected project.
01 · REVIEW POINT

Trigger and scope

Name what starts the review and whether it belongs to the company workspace or one selected project.
02 · REVIEW POINT

Source screen

Point to the current project, Financials, partner, equipment, proposal, or RFI view used for the work.
02 · REVIEW POINT

Source screen

Point to the current project, Financials, partner, equipment, proposal, or RFI view used for the work.
03 · REVIEW POINT

Required context

List the records and visible details the person needs before starting the step.
03 · REVIEW POINT

Required context

List the records and visible details the person needs before starting the step.
04 · REVIEW POINT

Owner and action

Name the person responsible for the next action, then confirm the access they need during setup.
04 · REVIEW POINT

Owner and action

Name the person responsible for the next action, then confirm the access they need during setup.
05 · REVIEW POINT

Completion check

Define the saved record, status, response, date, or reviewed item that shows the step is complete.
05 · REVIEW POINT

Completion check

Define the saved record, status, response, date, or reviewed item that shows the step is complete.

See task-based help

Choose the handoff

Start the playbook where responsibility changes.

Start the playbook where responsibility changes.

Start the playbook where responsibility changes.

The clearest guidance is organized around a real handoff between people and records. Use the handoff to define the source, review, and next action.

The clearest guidance is organized around a real handoff between people and records. Use the handoff to define the source, review, and next action.

The clearest guidance is organized around a real handoff between people and records. Use the handoff to define the source, review, and next action.

01 · REVIEW POINT

Company to project

Move from shared company context into the selected job and confirm the project details the workflow depends on.
01 · REVIEW POINT

Company to project

Move from shared company context into the selected job and confirm the project details the workflow depends on.
02 · REVIEW POINT

Overview to source record

Move from the project or financial summary into the source record that supports the result.
02 · REVIEW POINT

Overview to source record

Move from the project or financial summary into the source record that supports the result.
03 · REVIEW POINT

Question to response

Move through the RFI subject, assignment, due date, request, response, and current status.
03 · REVIEW POINT

Question to response

Move through the RFI subject, assignment, due date, request, response, and current status.
04 · REVIEW POINT

Review to next owner

End with the person and action required to keep the workflow moving.
04 · REVIEW POINT

Review to next owner

End with the person and action required to keep the workflow moving.

Tour the screen sequence

Source-record agenda

Run reviews from the records behind the result.

Run reviews from the records behind the result.

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.

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.

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.

01 · STEP

Orient

Confirm the company area, selected project, and workflow being reviewed.
01 · STEP

Orient

Confirm the company area, selected project, and workflow being reviewed.
02 · STEP

Read the overview

Use the current project or financial headings to locate the question that needs more detail.
02 · STEP

Read the overview

Use the current project or financial headings to locate the question that needs more detail.
03 · STEP

Open the source

Inspect the relevant visible project, commercial, partner, equipment, or RFI record.
03 · STEP

Open the source

Inspect the relevant visible project, commercial, partner, equipment, or RFI record.
04 · STEP

Resolve the handoff

Name the person, action, date, status, or response required next.
04 · STEP

Resolve the handoff

Name the person, action, date, status, or response required next.
05 · STEP

Verify completion

Return to the source view and confirm the record or result used to close the step.
05 · STEP

Verify completion

Return to the source view and confirm the record or result used to close the step.

Prepare the first project

RFI playbook

Keep the project question and its response in one review path.

Keep the project question and its response in one review path.

Keep the project question and its response in one review path.

Use the RFI screens to document the question, assignee, due date, response, status, and human review steps.

Use the RFI screens to document the question, assignee, due date, response, status, and human review steps.

Use the RFI screens to document the question, assignee, due date, response, status, and human review steps.

Konstructo RFI detail screen

CURRENT KONSTRUCTO VIEW

01 · REVIEW POINT

Locate the RFI

Open the selected project's RFI register and find the intended subject or record.
01 · REVIEW POINT

Locate the RFI

Open the selected project's RFI register and find the intended subject or record.
02 · REVIEW POINT

Confirm responsibility

Review the visible assignee, due date, and current status before following up.
02 · REVIEW POINT

Confirm responsibility

Review the visible assignee, due date, and current status before following up.
03 · REVIEW POINT

Read the record

Inspect the request and response context shown in the RFI detail view.
03 · REVIEW POINT

Read the record

Inspect the request and response context shown in the RFI detail view.
04 · REVIEW POINT

Name the next action

Record the human follow-up and the visible status or response that will complete the review.
04 · REVIEW POINT

Name the next action

Record the human follow-up and the visible status or response that will complete the review.

Read RFI answers

Partners and equipment

Keep shared records distinct from project decisions.

Keep shared records distinct from project decisions.

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.

Use company partner and equipment views to establish reusable context, then open the selected project for the decision.

Use company partner and equipment views to establish reusable context, then open the selected project for the decision.

01 · REVIEW POINT

Client and vendor context

Review the company record and contacts that support the selected project workflow.
01 · REVIEW POINT

Client and vendor context

Review the company record and contacts that support the selected project workflow.
02 · REVIEW POINT

Equipment context

Use the current equipment record for the information visibly maintained in Konstructo.
02 · REVIEW POINT

Equipment context

Use the current equipment record for the information visibly maintained in Konstructo.
03 · REVIEW POINT

Project decision

Return to the selected project and open the working record that needs review.
03 · REVIEW POINT

Project decision

Return to the selected project and open the working record that needs review.
04 · REVIEW POINT

Human handoff

Name who verifies the record and who owns the next project action.
04 · REVIEW POINT

Human handoff

Name who verifies the record and who owns the next project action.

Browse company-record help

Keep guidance current

Review the playbook when the screen or responsibility changes.

Review the playbook when the screen or responsibility changes.

Review the playbook when the screen or responsibility changes.

Review each playbook when its screen path, required record, or owner changes, and confirm the steps against the current interface.

Review each playbook when its screen path, required record, or owner changes, and confirm the steps against the current interface.

Review each playbook when its screen path, required record, or owner changes, and confirm the steps against the current interface.

01 · STEP

Reopen the workflow

Run the current task from its trigger through the source record and completion check.
01 · STEP

Reopen the workflow

Run the current task from its trigger through the source record and completion check.
02 · STEP

Compare the screen path

Confirm that navigation labels, record names, and the selected-project context still match.
02 · STEP

Compare the screen path

Confirm that navigation labels, record names, and the selected-project context still match.
03 · STEP

Confirm responsibility

Ask the operating owner whether the handoff and review sequence still reflect the team's practice.
03 · STEP

Confirm responsibility

Ask the operating owner whether the handoff and review sequence still reflect the team's practice.
04 · STEP

Update and date the guide

Revise the shared playbook outside the product as needed and note when the current steps were checked.
04 · STEP

Update and date the guide

Revise the shared playbook outside the product as needed and note when the current steps were checked.

Check the help centre

Blank playbook

Write the next workflow from a grounded blueprint.

Write the next workflow from a grounded blueprint.

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.

Use this compact structure to create the next workflow playbook, with steps a teammate can verify on screen.

Use this compact structure to create the next workflow playbook, with steps a teammate can verify on screen.

01 · REVIEW POINT

When this starts

State the real event, question, or review that triggers the workflow.
01 · REVIEW POINT

When this starts

State the real event, question, or review that triggers the workflow.
02 · REVIEW POINT

Where the source lives

Name the current company or project screen and the exact record type.
02 · REVIEW POINT

Where the source lives

Name the current company or project screen and the exact record type.
03 · REVIEW POINT

Who does what

Name the operating owner, reviewer, and next human handoff without inferring permissions.
03 · REVIEW POINT

Who does what

Name the operating owner, reviewer, and next human handoff without inferring permissions.
04 · REVIEW POINT

How completion is checked

Name the record, date, status, response, or reviewed item that closes the loop.
04 · REVIEW POINT

How completion is checked

Name the record, date, status, response, or reviewed item that closes the loop.

Get Started

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Playbook details

Answers for guidance the team can trust.

Answers for guidance the team can trust.

Answers for guidance the team can trust.

These answers clarify playbook structure, operating roles, review cadence, and the current workflow.

These answers clarify playbook structure, operating roles, review cadence, and the current workflow.

These answers clarify playbook structure, operating roles, review cadence, and the current workflow.

See current product screens

Turn one recurring project review into a shared Konstructo playbook.

Turn one recurring project review into a shared Konstructo playbook.

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.

Get Started

PRODUCT GUIDANCE FAQ

Turn recurring work into a repeatable playbook.

Turn recurring work into a repeatable playbook.

Turn recurring work into a repeatable playbook.