The Execution Layer
for Modern Projects
Playbook connects planning, scheduling, field progress, documents, approvals,
and AI-powered project intelligence in one system.
From Plan to Progress — One Execution Loop
Execute
Capture real progress as work happens — from % complete and readiness checks to photos, videos, changes, and issues.
Learn
Turn project history into proactive intelligence — Pybk learns from progress, issues, changes, and outcomes to improve future plans, forecasts, and readiness checklists.
Plan
Turn scope and timelines into a clear plan with tasks, dependencies, milestones, and a readiness checklist.
Collaborate
Centralize communication with live chat and project channels. Link conversations to projects, tasks, and documents so every discussion stays organized and connected to the work.
Predict
Use AI to monitor project signals, surface risks, and flag blockers before they impact timelines, tasks, or decisions.
Execution, built throughout.
Build, update, compare, and manage project plans from one connected workspace.
Live Gantt
Visualize your entire project timeline with real-time task progress, status filters, and baseline overlays.
Calendar, List & Board Views
Manage every task with assignees, due dates, dependencies, and completion status all in one structured view.
Lookahead Planner
Surface the next 2–6 weeks of work, filtered by blockers and unassigned tasks, so your team stays ahead.
Critical Path Analysis
Automatically identify the sequence of tasks that directly impact your project completion date.
Baseline vs. Actual
Capture your original schedule and compare it against live progress to understand where drift begins.
Dependencies & Milestones
Link tasks across trades and subcontractors Playbook flags anything blocking the next step forward.
AI that turns project signals into actions — risks surfaced, follow-ups routed, and decisions moved forward.
Execution Risk Detection
AI monitors your schedule 24/7, surfacing drift, conflicts, and resource gaps before they cause delays.
Priority Action Queue
Every open risk, blocker, and follow-up is organized into a prioritized queue so nothing falls through.
Smart Reminders
Contextual nudges sent at the right moment tied to tasks, deadlines, and dependencies, not just dates.
Approval Routing
Automatically routes change requests and submittals to the right person based on role and project rules.
Change Impact Analysis
Instantly model how a single change cascades across tasks, budget, and timeline before you commit.
Plan Optimization
AI suggests schedule adjustments based on resource availability, historical patterns, and current constraints.
AI Project Summaries
Get an AI-generated snapshot of project health, open items, and recent activity ready in seconds.
Ask Pybk AI
Ask natural-language questions about your project and get instant, accurate answers grounded in real data.
Keep conversations connected to the projects, tasks, documents, and decisions they affect.
Project Chats & Channels
Keep conversations organized by project, team, task, document, or decision so context never gets lost.
Reminders & Notifications
Send alerts tied to deadlines, blockers, approvals, schedule changes, and assigned work.
Guest & partner access
Give external stakeholders secure access to the schedules, tasks, documents, and updates they need — nothing more.
Voice notes & updates
Record quick updates, transcribe them automatically, and attach them to the right task or project.
Schedule sharing
Share a live, read-only schedule view with clients, partners, or external stakeholders.
Progress review & approvals
Review field-submitted updates, photos, blockers, and percent complete before changes affect the live schedule.
Keep documents, requests, approvals, and signatures connected to the work and timeline.
Markups & Version History
Annotate drawings directly in Playbook and track every revision no more emailing updated PDFs back and forth.
Requests, Submittals & COs
Manage the full lifecycle of field questions, submittals, and change orders tracked, routed, and resolved.
Document Requests
Formally request missing documents from subs or owners with tracked status and automatic follow-up.
Compliance & Expiry Tracking
Monitor insurance certificates, permits, and licenses get notified before anything lapses or puts work at risk.
Approvals & Signatures
Collect digital signatures and approvals with a full audit trail no printing, scanning, or chasing emails.
Secure External Sharing
Share documents with external parties using permission-controlled links your data stays within your environment.
Keep the plan live with mobile updates, progress capture, photos, videos, blockers, and readiness checks.
Progress Capture
Field crews log completion percentages directly from their phones live sync to the office schedule instantly.
Photo, Video & Voice Capture
Capture site conditions with geo-tagged photos, short videos, and voice notes tied to the right task.
Change Alerts
Push instant alerts when a schedule or scope change affects your crew's work no lag, no surprises.
Work-Linked Conversations
Every conversation and task lives inside the project context field and office always on the same page.
Blockers & Readiness Issues
Log and escalate anything stopping work directly from the field visible to the whole team in real time.
Voice-to-Text Translation
Speak your update in any language Playbook transcribes and translates it automatically for the whole team.
See performance, risk, and impact as the work evolves.
Project Dashboards
A live command center showing health, open risks, completion rates, and key milestones at a glance.
Project Health
AI-scored project health metrics with explanations surfacing blockers, delays, and confidence scores.
Crew & Resource Allocation
Visualize who is working where, spot overloads, and rebalance labor across active projects in real time.
Portfolio Reporting
Track performance across every active project one view for executives managing multiple job sites.
Schedule Change Analysis
Review every schedule modification with a timeline of changes, reasons, and downstream impact logged.
Action Center
One place for every open task, risk, and decision that needs your attention sorted by priority and urgency.
Better Execution, Measured in Results
Reduce the delays caused by missed updates, late approvals, unresolved blockers, and disconnected field activity.
Fewer missed updates
Keep progress, blockers, documents, and approvals connected to the live project plan.
Less schedule drift
Spot delays, readiness gaps, and dependency risks before they create bigger problems.
Faster decisions
Give teams the context they need to approve, adjust, assign, and move work forward.
Stronger project control
Replace scattered updates with one execution system for schedules, field activity, and reporting.
Control, Governance, and Accountability Built In
PYBK gives teams the permissions, approval workflows, audit history, usage controls, and admin visibility needed to manage complex execution at scale.
Admin, Security & Controls
Everything needed to manage access, accountability, approvals, audit history, and usage at scale.
Role-based permissions
Control who can view, edit, approve, share, and manage work across projects, tasks, documents, and external teams.
Action-ready dashboards
See what needs attention without digging through schedules, messages, or spreadsheets.
Complete audit history
Track updates, decisions, approvals, files, comments, and changes in a searchable project record.
Approval workflows
Route sign-offs through structured workflows so decisions are tracked, visible, and tied to the work.
Connected project records
Link tasks, documents, approvals, photos, updates, and decisions to the work they affect.
Usage & Storage Controls
Monitor document storage, AI search storage, AI index storage, and AI usage from account-level settings.
