PRODUCT TOUR
START WITH THE PROJECT
Start with the selected project, then move into the financial, execution, coordination, and RFI records behind it.
Portfolio and projects
Scan the company view, find the job that needs attention, and open its source workspace.
Commercial records
Review proposals, budgets, purchasing, bills, client invoices, and changes from the selected job.
Execution and coordination
Open the selected job’s Execution area or RFI register to review the record, owner, timing, response, and status.
Coordination records
Review clients, vendors, equipment, and RFIs with the project context still visible.
HOW THE WORK MOVES
Start broad, select the job, inspect its source records, and finish with the person or action that needs attention.
ACTIVE VIEW · PROJECTS PORTFOLIO
01
Orient
Review the Dashboard and company navigation to understand the portfolio and shared records.
02
Select the project
Open one job and confirm its client, site, dates, responsible people, and current status.
03
Inspect source records
Move through Financials, Execution, Coordination, partners, equipment, proposals, and RFIs.
04
Follow the next action
End at the record, assignee, due date, or commercial item the team needs to review next.
TOUR BY MODULE
Move from portfolio context into Dashboard, Financials, proposal, and equipment records; then trace one RFI from the global register back to its project.

01 · PORTFOLIO
Projects and company context
Start with the portfolio, then open the job that needs review.
02 · FINANCIALS
Project financial review
Move into revenue, cost, profit, margin, charts, and financial categories.
03 · PROPOSALS
Proposal setup and review
Keep client, site, dates, scope notes, and attachments in one focused flow.

04 · DASHBOARD
Dashboard review
Review current summaries before opening the project or source record that needs attention.

05 · EQUIPMENT
Equipment availability
Review category, quantity, allocation, availability, and the active-project context.
SEE THE DETAIL
●
Open a project from company-wide context
●
Move between financial and execution records
●
Keep current project details and recorded RFIs available for review
WHAT IMPROVES
Each stop shows which role reviews the information, where the source record lives, and what should happen next.
Company overview
Review Projects, Partners, Team, and Equipment before opening a job.
Project workspace
Review one job’s details, Financials, Execution, Coordination, and RFIs.
Workflow detail
Follow the proposal, equipment, or RFI record that supports the next decision.
Explore the platform with your projects and construction records in mind.
Get Started
PRODUCT TOUR FAQ



