Project Setup & Basics
Getting Started
Learn the basics of BuilderPal projects — how to create your first project, understand the dashbo...
Create Your First Project
Summary This tutorial guides you through the process of creating your first project in BuilderPal...
Learn The Project Dashboard
This article explains the key features of the Project Dashboard in BuilderPal and how to use them...
Project Lifecycle Overview
Summary The project lifecycle in BuilderPal represents the stages of a construction project from...
Manage Your Projects
Everything you need to control what happens inside a project — update details, manage participant...
How Projects Relate to Subcontractors
Summary In BuilderPal, subcontractors are directly tied to each project. Each one acts as a trade...
Edit Project Details
Summary Update your project settings, including status, assigned manager, address, and adding ac...
Project Access Explained
Summary This article explains how project access works in BuilderPal—who can see which projects, ...
Project Settings Reference
Summary This reference covers the fields and options available in the Project Settings modal of ...
Manage Project Participants
Summary This tutorial covers how to add team members to a project by opening the participants wi...
Sharing & Visibility Rules
Summary Sharing & Visibility Rules define who can see what inside BuilderPal—across projects, doc...
Navigate & Organize Your Projects
Find and organize your projects from the main project list — learn how to sort, search, clean up ...
Navigate Your Projects
Summary This tutorial covers the basics of finding, filtering, and switching between projects in...
Organize Your Projects
Summary This tutorial shows how to organize your projects by updating location types, editing pr...
Find Projects (Search & Filters)
Summary This tutorial explains how to use filters to sort and group your projects by status, tags...
Internal Projects
Learn how Internal Projects work in BuilderPal — when to use them, how they differ from full cons...
What Are Internal Projects?
Summary Internal projects in BuilderPal are private workspaces for your team’s internal use, such...
How Internal Projects Differ From Regular Projects
Summary Internal projects in BuilderPal are private, team-only workspaces for non-client tasks li...
Managing and Working Inside an Internal Project
Summary This tutorial covers how to manage and collaborate inside an internal project in Builder...
My Workspace
Discover how the My Tasks Workspace helps you manage your personal actions across all projects — ...