# Navigate & Organize Your Projects Find and organize your projects from the main project list — learn how to sort, search, clean up old jobs, and move quickly between the work you manage. # Navigate Your Projects ## Summary This tutorial covers the basics of finding, filtering, and switching between projects in BuilderPal. It helps you quickly access the right project dashboard and organize your list using filters for efficient management. ## Prerequisites ● Role or permission needed: Any team member with access to projects (e.g., Admin GC, Team Project Manager, Team Member). ● Any setup required: Log in to your BuilderPal account. ## Steps 1. **Access the Projects List** ○ From the main dashboard, click the **Projects** tab in the sidebar to view all your accessible projects. ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-21/0c2481e1-e6ad-42fa-a3c0-9a961639dd4c/stack_animation.webp) 2. **Apply Filters to Organize** ○ Click "Filters" at the top, select criteria like status (e.g., "Planning") or date, then click "Apply" to sort and group the list. ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-21/3599d972-e02a-44de-b3b4-e111eca35c1f/stack_animation.webp) 3. **Select and Navigate to a Project** ○ Click on the desired project name (e.g., "Chaska, MN") from the filtered list to open its dashboard and details. [![Screen Shot 2026-01-21 at 10.58.38 AM.png](https://docs.builderpal.com/uploads/images/gallery/2026-01/scaled-1680-/screen-shot-2026-01-21-at-10-58-38-am.png)](https://docs.builderpal.com/uploads/images/gallery/2026-01/screen-shot-2026-01-21-at-10-58-38-am.png) ## Tips ● Pro tip or best practice: Use status filters like "Planning" to focus on active phases, and combine with date ranges for better organization. ● Shortcut or time saver: Bookmark frequently accessed projects or use the search bar for quick navigation without full filtering. ## Related Articles ● \[Concept Overview: Project Lifecycle\] # Organize Your Projects ## Summary This tutorial shows how to organize your projects by updating location types, editing project status, and using filters to sort and group them. It helps keep your project list clean, searchable, and easy to manage as your workload grows. ## Prerequisites - Role or permission needed: Any team member with access to projects (e.g., Admin GC, Team Project Manager, Team Member). - Any setup required: Log in to BuilderPal and have one or more active projects. ## Steps 1. **Access the Projects List** ○ Instruction: From the main dashboard, click the **Projects** tab in the sidebar to view all your accessible projects. ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-20/19e860c4-9c3f-4c39-b2c7-4a0a538b6529/stack_animation.webp) 2. **Edit/Change Location Type** ○ Select a project, click on the **Address**, then change your Address location type (e.g., "Residential", "Commercial", "Industrial") and save. ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-20/0b90e54d-a0de-43c2-90ca-dc5bdb284277/stack_animation.webp) 3. **Edit Project Status** ○ You can edit the status of your Project then use the filter options back at the top of the Projects section to sort by tags, status, or date; create custom groups if available in your role. ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-20/a9a6b1ab-e89f-4dee-9491-6fb6f857e29b/ascreenshot_78274274b1c343e6b4aa9d796e3842e4_text_export.jpeg) 4. **Group or Filter Projects** ○ Use the filter options at the top of the Projects section to sort by tags, status, or date; create custom groups if available in your role. Click "Filters" Click "Planning" ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-20/a6145028-25ac-41df-aede-f72a42957052/stack_animation.webp) ## Confirmation “You’ll know it worked when your Projects list refreshes with updated location types, statuses, and filtered/grouped results matching your selections.” ## FAQ **Q: Why can’t I see the status or location type field on some projects?** **A:** You may lack edit permissions for that project; only admins or project managers can usually change these fields. **Q: Do filters save for everyone on the team?** **A:** No, filters are personal and reset when you log out or switch devices unless you save a custom view (if available). **Q: What happens to archived projects in filters?** **A:** Archived projects are hidden from the main list by default but can be shown using the “Show Archived” filter option. **Q: How do I remove a filter I applied?** **A:** Click **Clear Filters** or the **X** next to each active filter at the top of the list. ## Related Articles - [Project Access Explained](https://docs.builderpal.com/books/project-setup-basics/page/project-access-explained) - [Navigate Your Projects](https://docs.builderpal.com/books/project-setup-basics/page/navigate-your-projects) - [What Is My Workspace?](https://docs.builderpal.com/books/project-setup-basics/page/what-is-my-workspace) - [Learn the Project Dashboard](https://docs.builderpal.com/books/project-setup-basics/page/learn-the-project-dashboard) - [How to Create a New Project](https://docs.builderpal.com/books/project-setup-basics/page/how-to-create-a-new-project) # Find Projects (Search & Filters) ## Summary This tutorial explains how to use filters to sort and group your projects by status, tags, or date in BuilderPal. It helps you quickly find and organize relevant projects for efficient workflow management. ## Prerequisites - **Role or permission needed:** Any team member with access to projects (e.g., Admin GC, Team Project Manager, Team Member). - **Any setup required:** Log in to BuilderPal and navigate to the Projects section. ## Steps ### 1. Access the Projects List - From the main dashboard, click the **Projects** tab in the sidebar to view all your accessible projects. - Insert immediately after the step to show the UI. ### 2. Open the Filters Menu - Click **Filters** at the top of the Projects section to open the filtering options. - Select criteria like status (e.g., *Planning*), tags, or date ranges, then click **Apply** to sort and group the list. ![](https://colony-recorder.s3.amazonaws.com/files/2026-01-20/a6145028-25ac-41df-aede-f72a42957052/stack_animation.webp) ## FAQ **Q: What should I do if the dashboard doesn't load?** **A:** Ensure you're logged in with the correct credentials and have internet access. Try refreshing the page or switching devices. **Q: Can I customize the dashboard view?** **A:** Yes, use filters and settings in the overview and tasks sections to personalize what data is displayed based on your role. **Q: What if I don't see certain sections like Bids or Timesheets?** **A:** This may depend on your role permissions; contact your admin to grant access if needed. **Q: Do filters stay in place if they aren't custom?** **A:** No, non-custom filters in BuilderPal are personal and do not stay in place—they reset when you log out, refresh the page, or switch devices. To persist them, save as a custom view if the feature is available in your role. ## Tips - **Pro tip or best practice:** Combine multiple filters (e.g., status + date) for more precise results, and use custom groups to save common views. - **Shortcut or time saver:** Use the search bar next to filters for keyword-based quick filtering without opening the menu. ## Related Articles - [Organize Your Projects](./organize-your-projects) - [Navigate Your Projects](./navigate-your-projects) - [Project Access Explained](./project-access-explained) - [Learn the Project Dashboard](./learn-the-project-dashboard) - [How to Create a New Project](./how-to-create-a-new-project)