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

Instruction: From the main dashboard, click the Projects tab in the sidebar to view all your accessible projects.

Screenshot: Insert immediately after the step to show the UI.

2. Open the Filters Menu

Instruction: Click Filters at the top of the Projects section to open the filtering options.

Screenshot: Only if not obvious.

3. Apply Filters

Instruction: Select criteria like status (e.g., Planning), tags, or date ranges, then click Apply to sort and group the list.

Screenshot: Only if not obvious.

Confirmation

“You’ll know it worked when the projects list refreshes with only the filtered results displayed, sorted by your selected criteria.”

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.

Organize Your Projects

Navigate Your Projects

Project Access Explained

Learn the Project Dashboard

How to Create a New Project

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