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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.

ConfirmationFAQ

“You’llQ: knowWhat itshould workedI do if the dashboard doesn't load? A: Ensure you're logged in with the correct credentials and have internet access. Try refreshing the page or switching devices.

Q: Can I customize the dashboard view? A: Yes, use filters and settings in the overview and tasks sections to personalize what data is displayed based on your role.

Q: What if I don't see certain sections like Bids or Timesheets? A: This may depend on your role permissions; contact your admin to grant access if needed.

Q: Do filters stay in place if they aren't custom? A: No, non-custom filters in BuilderPal are personal and do not stay in place—they reset when theyou projectslog listout, refreshes with onlyrefresh the filteredpage, resultsor displayed,switch sorteddevices. byTo persist them, save as a custom view if the feature is available in your selected criteria.”role.

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.

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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