Skip to main content

Edit Project Details

Summary

Edit Project Details in BuilderPal

This tutorial guides you through updating keyproject settings, including status, assigned manager, address, and adding actions or documents to a project.

Summary

Use this workflow to customize project information like name, address, timeline,configurations and budgetattach in BuilderPal. It's useful for keeping project data accuratefiles as detailsthe changejob during planning or execution.progresses.

Prerequisites

  • Role or permission needed: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, or Team Business Manager.Manager
  • Any setupSetup required: Log in to BuilderPal and selecthave an active project to edit.selected

Steps

  1. Access the Projects Section and Open a Project Settings

    • Instruction:From Navigatethe main dashboard, click Projects.
    • Select a project from the list

  2. 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).

  3. Save Role and Manager Changes

    • Click Save to your project dashboard and openapply the project you want to edit, in the list.
      (screenshot)updates.

  4. OpenEdit the EditProject Details SectionAddress

    • Once inClick the project,project theaddress options(e.g., on1333 theSouth leftPark sidebaStreet, allowHalifax, youNS B3J 2K9 Canada).
    • Click Save to editapply the sections on screen as needed.
    • Screenshot: Insert immediately after the step to show the UI.changes.


  5. UpdateAdd thean ProjectAction Informationfrom Job Chat

    • Instruction:Click ModifyJob fieldsChat.
      • such
    • Select asGeneral.
    • Click View all actions.
    • Click Add actions to your project.
      • name,
    • Select start/endScheduled dates, address, budget, or description as needed, then review for accuracy.
      Work      .


  6. SaveUpload Youra ChangesProject Document

    • Instruction: Click SaveUpload Document.
      • or
    • Select UpdateAdd Projectfile from project documents.
      • at
    • Confirm to attach the bottom to apply the edits.
    • Screenshot: Only if not obvious.document.

Confirmation

You’ll know it worked when the updated project status, manager, address, and added documents or actions appear in the project dashboard or Job Chat.

Tips

  • Pro tip: AlwaysUpdate double-checknotification datessettings in Settings to control email alerts for changes such as new actions or uploaded documents.
  • Time saver: Use Job Chat to add actions and budgets before saving to avoid timeline conflicts or cost overruns.
  • Shortcut: Use the search bar on the dashboard to quickly find and edit specific project fieldsdocuments without navigating multiple menus.
  • Relevant Roles: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, Team Member, Team Finance Manager, Team Business Manager, Team Supervisor
  • Feature Area: Project Setup Basics
  • Article Type: Workflow / Tutorial
    • Back to top