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Edit Project Details

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

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

  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).

    • Click Save to apply the updates.


  3. Edit the Project Address

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




  4. Add an Action

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




  5. 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.
  • 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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