Edit Project Details

Summary 

 Update your project settings, including status, assigned manager, address, and adding actions or documents to a project. This guide will show you how to customize project configurations and attach files as the job progresses. 

 Prerequisites 

 

 Role or permission needed: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, or Team Business Manager 

 Setup required: Log in to BuilderPal and have an active project selected 

 

 Steps 

 

 

 Access the Projects Section and Open a Project 

 

 From the main dashboard, click Projects . 

 Select a project from the list 

 

 

 

 

 Update Project Status and Assigned Manager 

 

 Click the current project status (e.g., In Progress ). 

 Select a new status (e.g., Planning ). 

 Click Assigned Manager . 

 Select a manager (e.g., Porter Dietrich ). 

 Click Settings . 

 Update the manager role as needed (e.g., Team Administrator ). 

 

 

 

 Click Save to apply the updates. 

 

 

 

 Edit the Project Address 

 

 Click the project address (e.g., 1333 South Park Street, Halifax, NS B3J 2K9 Canada ). 

 Click Save to apply changes. 

 

 

 

 

 Add an Action 

 

 Click View all actions . 

 Click Add actions to your project . 

 Select Scheduled Work . 

 

 

 

 

 Upload a Project Document 

 

 Click Upload Document . 

 Select Add file from project documents . 

 Confirm to attach the document. 

 

 

 

 

 Tips 

 

 Pro tip: Update notification settings in Settings to control email alerts for changes such as new actions or uploaded documents. 

 Time saver: Use Job Chat to add actions and documents without navigating multiple menus. 

 

 Related Articles 

 ● Learn The Project Dashboard 

 ● Manage Project Participants 

 ● Navigate Your Projects 

 ● Organize Your Projects 

 ● Project Access Explained 

 ● How to Create a New Project