FOR PROJECT TEAMS

Turn every handoff into a clear owner, record, and next action.

Turn every handoff into a clear owner, record, and next action.

Turn every handoff into a clear owner, record, and next action.

Keep project status, dates, financial context, company records, and RFIs available to the people responsible for the next review.

Keep project status, dates, financial context, company records, and RFIs available to the people responsible for the next review.

Keep project status, dates, financial context, company records, and RFIs available to the people responsible for the next review.

Konstructo Northfield project Team view showing the project manager, role, filters, and team metrics
Konstructo Northfield project Team view showing the project manager, role, filters, and team metrics

TEAM HANDOFF

Make the handoff visible from assignment through review.

Make the handoff visible from assignment through review.

Use the source project record to show who owns the next action, what context they need, and how the result is reviewed.

SHARED PROJECT CONTEXT · COLLAPSED NAVIGATION

Konstructo project RFI register with collapsed navigation and realistic project question data

Project selected

RFI open

Assignee set

Response recorded

Assign ownership

Name the responsible role, selected project, record, and due date for the handoff.

01

Share the source

Point the next person to the exact project, financial, partner, equipment, or RFI record.

02

Complete the action

Update the assigned record with the required fields, response, status, or commercial follow-up.

03

Review the result

Return to the source record, confirm the outcome, and identify the next owner if work remains.

04

PROJECT-CENTRED COORDINATION

Keep collaboration attached to the record that needs action.

Keep collaboration attached to the record that needs action.

Keep collaboration attached to the record that needs action.

Use the company and project navigation to move from broader context into the exact job, partner, equipment, financial, or RFI record being reviewed.

Use the company and project navigation to move from broader context into the exact job, partner, equipment, financial, or RFI record being reviewed.

Use the company and project navigation to move from broader context into the exact job, partner, equipment, financial, or RFI record being reviewed.

Give each project review a focused record context

Anchor each project conversation to the RFI or record under review

Make status, ownership, and next actions easier to understand

Konstructo RFI detail with expanded navigation categories
Konstructo RFI detail with expanded navigation categories

CURRENT VIEW • RFI DETAIL • OWNER, DUE DATE, RESPONSE

CURRENT VIEW • RFI DETAIL • OWNER, DUE DATE, RESPONSE

HANDOFF STANDARD

Define every handoff before the next review begins.

Define every handoff before the next review begins.

Define every handoff before the next review begins.

A usable handoff names the source record, responsible owner, required context, and completion check.

A usable handoff names the source record, responsible owner, required context, and completion check.

01

Source record

Link the handoff to the exact project, financial, partner, equipment, or RFI record.

02

Responsible owner

Name the person responsible for the next action.

03

Required context

Include the fields, dates, question, response, or status needed to act.

04

Completion check

Return to the source record and confirm the recorded response, status, or current information.

WHAT IMPROVES

Clear handoffs keep the project record easier to review.

Clear handoffs keep the project record easier to review.

Clear handoffs keep the project record easier to review.

A named owner, source record, required fields, and completion check make the next step easier to understand.

Shared understanding

Work from the same current project record.

Focused reviews

Keep project reviews focused on the selected job.

Better follow-through

Keep ownership and next actions visible.

Roles around the record

Make responsibility and access clear

Make responsibility and access clear

Make responsibility and access clear

Name who maintains each record, who reviews it, and who responds; confirm exact access during setup.

Name who maintains each record, who reviews it, and who responds; confirm exact access during setup.

Name who maintains each record, who reviews it, and who responds; confirm exact access during setup.

01 · REVIEW POINT

Project lead

Keeps the selected job and its priorities legible.
01 · REVIEW POINT

Project lead

Keeps the selected job and its priorities legible.
02 · REVIEW POINT

Field reviewer

Confirms site-side context and returns observations to the source record.
02 · REVIEW POINT

Field reviewer

Confirms site-side context and returns observations to the source record.
03 · REVIEW POINT

Company-record owner

Maintains the relevant client, vendor, or equipment context.
03 · REVIEW POINT

Company-record owner

Maintains the relevant client, vendor, or equipment context.
04 · REVIEW POINT

External reviewer

Define which project records the external reviewer needs to see and respond to during setup.
04 · REVIEW POINT

External reviewer

Define which project records the external reviewer needs to see and respond to during setup.

Three layers of context

Keep company, project, and source-record context distinct—but easy to trace

Keep company, project, and source-record context distinct—but easy to trace

Keep company, project, and source-record context distinct—but easy to trace

Use the visible company navigation, selected project, and detailed RFI to teach the product hierarchy.

Use the visible company navigation, selected project, and detailed RFI to teach the product hierarchy.

Use the visible company navigation, selected project, and detailed RFI to teach the product hierarchy.

Konstructo selected project and team view

CURRENT KONSTRUCTO VIEW

01 · REVIEW POINT

Company layer

Start with the organization-wide project or partner context.
01 · REVIEW POINT

Company layer

Start with the organization-wide project or partner context.
02 · REVIEW POINT

Project layer

Select the job where the work and people come together.
02 · REVIEW POINT

Project layer

Select the job where the work and people come together.
03 · REVIEW POINT

Source-record layer

Open the RFI or other detailed record behind the issue.
03 · REVIEW POINT

Source-record layer

Open the RFI or other detailed record behind the issue.
04 · REVIEW POINT

Review outcome

State the responsible person and next operating action.
04 · REVIEW POINT

Review outcome

State the responsible person and next operating action.

One RFI, four moments

Let the same coordination record carry the handoff through review

Let the same coordination record carry the handoff through review

Let the same coordination record carry the handoff through review

Use the RFI subject, assignee, due date, response, and status, then name the next owner and any required notification or audit trail.

Use the RFI subject, assignee, due date, response, and status, then name the next owner and any required notification or audit trail.

Use the RFI subject, assignee, due date, response, and status, then name the next owner and any required notification or audit trail.

01 · STEP

Opened

A project question is recorded with its context.
01 · STEP

Opened

A project question is recorded with its context.
02 · STEP

Assigned

The visible assignee and due date make responsibility inspectable.
02 · STEP

Assigned

The visible assignee and due date make responsibility inspectable.
03 · STEP

Responded

The answer is recorded in the RFI detail.
03 · STEP

Responded

The answer is recorded in the RFI detail.
04 · STEP

Reviewed

The team confirms the displayed status and carries the decision back to the work.
04 · STEP

Reviewed

The team confirms the displayed status and carries the decision back to the work.

Office and field exchange

Structure the handoff so both sides see the same question

Structure the handoff so both sides see the same question

Structure the handoff so both sides see the same question

Test the project and RFI review on the devices and connectivity conditions the field team actually uses.

Test the project and RFI review on the devices and connectivity conditions the field team actually uses.

Test the project and RFI review on the devices and connectivity conditions the field team actually uses.

01 · REVIEW POINT

Office provides context

Name the project, question, and responsible person.
01 · REVIEW POINT

Office provides context

Name the project, question, and responsible person.
02 · REVIEW POINT

Field confirms conditions

Return the relevant observation through the agreed workflow.
02 · REVIEW POINT

Field confirms conditions

Return the relevant observation through the agreed workflow.
03 · REVIEW POINT

Record receives the response

Keep the answer attached to the RFI detail.
03 · REVIEW POINT

Record receives the response

Keep the answer attached to the RFI detail.
04 · REVIEW POINT

Team reviews impact

Revisit the affected project work and assign follow-through.
04 · REVIEW POINT

Team reviews impact

Revisit the affected project work and assign follow-through.

Meeting-ready packet

Bring the source records that make a project meeting actionable

Bring the source records that make a project meeting actionable

Bring the source records that make a project meeting actionable

Use current Konstructo screens as the structure for a repeatable project meeting.

Use current Konstructo screens as the structure for a repeatable project meeting.

Use current Konstructo screens as the structure for a repeatable project meeting.

01 · REVIEW POINT

Project snapshot

Establish the job and current team context.
01 · REVIEW POINT

Project snapshot

Establish the job and current team context.
02 · REVIEW POINT

Financial heading

Add the relevant Financials view where commercial context matters.
02 · REVIEW POINT

Financial heading

Add the relevant Financials view where commercial context matters.
03 · REVIEW POINT

Coordination record

Include the RFI or source question behind the discussion.
03 · REVIEW POINT

Coordination record

Include the RFI or source question behind the discussion.
04 · REVIEW POINT

Responsible owner

Name the person expected to respond or follow up.
04 · REVIEW POINT

Responsible owner

Name the person expected to respond or follow up.
05 · REVIEW POINT

Next review

Set the next checkpoint in the team’s operating rhythm.
05 · REVIEW POINT

Next review

Set the next checkpoint in the team’s operating rhythm.

Boundaries to confirm

Treat responsibilities as clear today and permissions as a setup decision

Treat responsibilities as clear today and permissions as a setup decision

Treat responsibilities as clear today and permissions as a setup decision

Define role, field, external-access, and handoff-notification rules before assigning project responsibilities.

Define role, field, external-access, and handoff-notification rules before assigning project responsibilities.

Define role, field, external-access, and handoff-notification rules before assigning project responsibilities.

01 · REVIEW POINT

Responsibility

The team can define who maintains and reviews each source record.
01 · REVIEW POINT

Responsibility

The team can define who maintains and reviews each source record.
02 · REVIEW POINT

Permission scope

Define the project and field visibility each role needs before assigning the review.
02 · REVIEW POINT

Permission scope

Define the project and field visibility each role needs before assigning the review.
03 · REVIEW POINT

External access

Confirm the project and record access an external participant needs before adding them to the review.
03 · REVIEW POINT

External access

Confirm the project and record access an external participant needs before adding them to the review.
04 · REVIEW POINT

Shared fields

Confirm which information appears across company and project views.
04 · REVIEW POINT

Shared fields

Confirm which information appears across company and project views.
05 · REVIEW POINT

Handoff communication

Name the next owner and how the handoff should be communicated.
05 · REVIEW POINT

Handoff communication

Name the next owner and how the handoff should be communicated.

Team rollout sequence

Build the operating habit before expanding to every project

Build the operating habit before expanding to every project

Build the operating habit before expanding to every project

Roll out the workspace around clear company records, selected projects, source records, and named review owners.

Roll out the workspace around clear company records, selected projects, source records, and named review owners.

Roll out the workspace around clear company records, selected projects, source records, and named review owners.

01 · STEP

Prepare company records

Establish the relevant organization and partner context.
01 · STEP

Prepare company records

Establish the relevant organization and partner context.
02 · STEP

Set up one project

Choose a job with representative team members and records.
02 · STEP

Set up one project

Choose a job with representative team members and records.
03 · STEP

Assign responsibilities

Name maintainers, responders, and reviewers.
03 · STEP

Assign responsibilities

Name maintainers, responders, and reviewers.
04 · STEP

Run the review rhythm

Use the selected project and source records in a real meeting.
04 · STEP

Run the review rhythm

Use the selected project and source records in a real meeting.
05 · STEP

Repeat carefully

Expand once access, field depth, and handoffs are validated.
05 · STEP

Repeat carefully

Expand once access, field depth, and handoffs are validated.

Choose the next work route

Continue into the part of the platform that matters most

Continue into the part of the platform that matters most

Continue into the part of the platform that matters most

Open the product area that holds the source record behind the team’s next task.

Open the product area that holds the source record behind the team’s next task.

Open the product area that holds the source record behind the team’s next task.

01 · REVIEW POINT

Project workspace

Review the selected job, people, and working context.
01 · REVIEW POINT

Project workspace

Review the selected job, people, and working context.
02 · REVIEW POINT

Project execution

Follow an RFI from question to response and review.
02 · REVIEW POINT

Project execution

Follow an RFI from question to response and review.
03 · REVIEW POINT

Resource management

Inspect company and equipment records where those modules apply.
03 · REVIEW POINT

Resource management

Inspect company and equipment records where those modules apply.
04 · REVIEW POINT

Connected platform

See how company, project, and source-record layers relate.
04 · REVIEW POINT

Connected platform

See how company, project, and source-record layers relate.

Give every handoff a source record, owner, and next action.

Give every handoff a source record, owner, and next action.

Give every handoff a source record, owner, and next action.

Connect responsibilities, records, communication, and current project status in Konstructo.

Get Started

PROJECT TEAM FAQ

Give every role a clearer next step.

Give every role a clearer next step.

Give every role a clearer next step.