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Edit Project Details

Edit Project Details in BuilderPal

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

Summary

UseUpdate thisyour workflowproject 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

  1. Access the Projects Section and Open a Project

    • From the 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 apply the updates.

  4. Edit the Project Address

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

  5. Add an Action from Job Chat

    • Click Job Chat.
    • Select General.
    • Click View all actions.
    • Click Add actions to your project.
    • Select Scheduled Work.

  6. Upload a Project Document

    • Click Upload Document.
    • Select Add file from project documents.
    • Confirm to attach the 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: 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.
  • Navigate Your Projects
  • Organize Your Projects
  • Manage Project Participants
  • Project Access Explained
  • Learn the Project Dashboard

Metadata

  • 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
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