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New here? Start with the simple guide

See how to start a Project, save a guest workspace, sign in and out, and find the work you need across the Suite.

Getting started with your Project

Start with the tool you need for today’s work. You can use each tool separately; there is no required order, and this guide is not a Project completion checklist.

1. Check the Company, Project, customer and site. Use Edit Project details when available to correct Project information.
2. Add the Drawings or Specifications you need. Use Schedule to plan activities, milestones, Tasks and assignments.
3. Use Field Operations or the relevant Project Control for work as it happens. Review current records and Recommended next on Overview before choosing another action.
4. Begin closeout is a separate, explicit action on Overview. It starts internal tracking and does not complete the contract or close records automatically.

Plan work and assign Tasks

Activities, milestones, Tasks and Crew assignments support the plan without declaring that work is complete.

1. For a first plan, add the activity, milestone or Task that represents the work, using the available Schedule controls.
2. Assign a Task to an available Company member or Crew when permitted. Assignment does not start or complete the Task and does not grant Project access.
3. Save your changes on the page. If a save is not confirmed, keep your draft and check whether it saved before trying again. Overview can show updated suggestions after a confirmed change.

Check the latest drawing version

Keep drawing versions, their PDFs and Plan Q&A in one place.

1. Add the drawing record and upload its revision through the available controls. A file must be available before it can be reviewed.
2. Open the current drawing version and its PDF before marking it reviewed. This records your internal review, not approval from a customer or another outside party.
3. A later current revision needs its own review. Plan Q&A uses the selected revision and does not record review or alter the drawing.

Check the latest specification version

Keep specification versions and record your internal review of the current available version.

1. Add the specification and its revision using the available record controls.
2. Check the current specification version before marking it reviewed. This records an internal review, not approval from an outside party.
3. A new current revision does not inherit the earlier revision's review.

Ask an RFI question and review its answer

Use an RFI to ask a Project question and keep its answer. Reviewing the answer does not change the work scope, costs or Schedule.

1. Create the RFI with its subject and question, then record the response and designate the Official Response through the available controls.
2. Review impact against the current Official Response. A replacement response needs its own impact review.
3. If the answer needs a change to the work or a delay record, open Change Orders or Delays when you have access. Create and save that record separately. Opening the page does not create a record or change the contract.

Track a problem through resolution

An OPEN Issue stays open while you investigate it or open another tool for follow-up.

1. Record the field problem and use the permitted RFI, Delay or Punch workflow if it helps. Opening it does not create a record or resolve the Issue.
2. Use the Issue status controls to record RESOLVED only when its resolution is ready. A RESOLVED Issue can be reopened or explicitly closed through its available controls.
3. CLOSED is read-only. Suggestions on Overview and follow-up links do not change an Issue’s status.

Daily work and field records

Daily Logs, installed work, manpower and field media record what happened for the selected Project and date.

1. Record new daily work, manpower and media in today’s Daily Log using the Project timezone. Use Daily Log history to view earlier records read-only; it does not create backdated logs.
2. Use the available record controls to save the observation. Recording work does not automatically update Schedule, resolve an Issue or create a Change Order.

Track Project costs and contract changes

Track the original contract, budget, commitments, recorded costs, invoices and payments separately.

1. Record the original contract or budget through the permitted finance controls; add commitments and posted costs as their own records.
2. Check the current approved Change Order version and the customer’s decision before applying the change to the contract.
3. A draft or approval alone does not change the contract. Opening a page does not apply a change. If a save is not confirmed, check the result before trying again. Check any reversal separately. Financial records do not prove the contract is complete.

Prepare an invoice and record payments

Preparing an invoice, issuing it and recording a payment received outside Delta are separate steps.

1. Review and save the DRAFT before choosing Issue. You can edit a draft; it does not yet record an amount due from the customer.
2. Issuing keeps a fixed record of the invoice and its PDF. Record payments received outside Delta separately; recording a payment here does not collect or transfer money.
3. Payment reversals and invoice voiding are separate audited actions. Invoice state does not apply a Change Order effect or declare the contract complete.

Review and apply a Change Order

Creating changed work, issuing its exact revision, receiving a customer decision and applying its financial effect are separate steps.

1. Create the Change Order inside its Project and review the current revision before issuing it.
2. The customer’s decision applies to the version that was issued. Check the current approved version and that decision before separately applying its financial change.
3. Opening the Change Order or finance workflow creates no approval or contract effect.

Keep a record of issued documents

A Transmittal records which document versions you issued to Project members.

1. Select the exact Drawings or Specifications and their revisions before issuing the Transmittal.
2. Review the issued record and history. Issuing a set does not record a recipient's approval or review of its contents.

Prepare and review a Submittal

Keep track of what you prepared, which version you submitted and the review response you recorded.

1. Prepare the required item and revision using the Submittal's available controls.
2. Submit and record its review response as separate actions. A later revision does not inherit an earlier review decision.

Track a delay and its recovery

A Delay records schedule impact and recovery separately from RFI review or changed scope.

1. Create the Delay and record impact and recovery information when permitted.
2. Use its explicit controls to move an ACTIVE Delay to RESOLVED, then CLOSED. CLOSED is read-only; opening a Delay workflow changes no state.

Finish and close Punch items

A Punch item tracks corrective or completion work separately from Issue resolution and Project closeout.

1. Create the Punch item and record the required work when permitted.
2. Use its explicit controls to move OPEN to COMPLETED. A COMPLETED item can be reopened or explicitly closed; CLOSED is read-only.
3. Punch state does not declare the Project or contract complete.

Choose the tool for the job

Keep questions, documents, problems, delays and unfinished work in their own records. Each tool has its own controls for updating those records.

1. Choose the tool you need and check the record before making changes.
2. Use the controls available on that page. Opening another tool does not create a record or change the status of the first one.

Begin internal Project closeout

Begin closeout starts Delta's internal tracking. It is not contractual completion, financial closure or external acceptance.

1. On Overview, use Begin closeout and its confirmation only when you intend to start internal tracking.
2. Review the current permitted Punch and other records independently. Zero visible open items does not establish all-clear or completion.
3. Closeout does not close records automatically. Use each record’s own status controls when you are ready.

Open the complete Suite

Find the tools available for your work in one place.

Leads, Estimates & Customers

Track potential work in Leads. Review saved Lead scope before using it in an editable Estimate; save, customer approval and Project conversion are separate steps. Sign in to save contact details in Customers.

Projects & Jobs

Open a Project to keep its Company, customer, jobsite, team and work records together.

Change Orders

See Change Orders across your Projects in one list. To create one, first open the Project it belongs to.

Field Operations

Open a Project, then Field Operations to record daily work, crew hours and private jobsite photos or files.

Planning

Choose a Project, then open Schedule, Tasks or Crews. A saved Task can link an exact available Drawing revision or Official RFI Response through Source reference. This keeps a reference, not automatic updates to Task status, dates, costs or approvals.

Plans, Documents & Project Controls

Choose a Project to open Drawings, Specifications, Transmittals, RFIs, Submittals, Issues, Delays and Punch. Project Documents searches seven connected record types by titles, numbers and PDF filenames, with partial-coverage notices; it does not search file contents or full history.

Account access

Sign in with a code sent to your email or with Google to return to your work in Job Delta.

Contact support

Tell us what you were trying to do, which page or Project you were using, and what happened. Do not include passwords or sign-in codes.