Field guide / 01
Tasks & project plans
Start with the project plan, open a task and follow its documents, communications and progress.
- Project schedule and late tasks
- Project versus task document libraries
- Work complete, billing and elapsed time
Start with Control Tower
Your plan and the work behind it.
See the connected timeline before exploring the individual workflows below.
Open the Control Tower guide →Task Engine / Resources & field guides
The project delivery library.
See what happens after the overview. Follow the real screens, understand the records and explore the workflows behind your next project.
These TaskEngine field guides accompany the shared Builder_TE and Designer_TE workflows shown on this site. Screenshots retain TaskEngine and WCTK demo branding. Examples are historical, not live project results; screen values from different dates should not be reconciled as one accounting snapshot.
4 of 4 guides
Field guide / 02
Quotes, portals & contracts
Follow a work package from the quote request through the supplier portal, response review and contract milestones.
- Quote requests and supplier responses
- Drawings, files and clarifications
- Contract milestones and invoice review
Field guide / 03
Site updates & clients
See how site reports, shared files and client conversations connect to the project record.
- Field reports and site photographs
- Publication and document visibility
- Client messages and project progress
Field guide / 04
Overview, progress & budget
Move from the portfolio overview into the task, budget or conversation that needs attention.
- Portfolio communications and exceptions
- Budget, expense timing and variance
- Reading progress and billing together
No matching guides. Try tasks, supplier, clients or progress.
Choose a starting point
Your role.
Your next question.
Coordinating the build?
Start with tasks and project plans, then move to quotes and budget reporting.
Builder_TE for builders →Carrying design into delivery?
Start with the document libraries and client updates, then explore supplier coordination.
Designer_TE for designers →Put your project in the picture
See how it fits your work.
The guides show the workflow. A walkthrough is a chance to discuss your own projects, responsibilities and delivery process.