Skip to main content

Learn The Project Dashboard

This article explains the key features of the Project Dashboard in BuilderPal and how to use them for effective project oversight.

Summary

The Project Dashboard groups navigation, monitoring, and management tools in one place, helping teams stay informed and take action quickly.

Prerequisites

  • Role or permission needed: Any team member with access to the project (e.g., Admin GC, Team Project Manager, Team Member)
  • Setup required: Log in to your BuilderPal account and select an active project

Steps

  1. Access the Project Dashboard

    • Log in to BuilderPal via web or mobile.
    • Select a project from the Projects menu or search for it.

  2. View the Overview Section

    • Review the top section of the dashboard for project summary details such as:
      • Status
      • Timeline
      • Budget overview
      • Alerts or notifications

  3. Navigate Key Features

    • Use the sidebar or tabs to access core sections, including:
      • Tasks
      • Documents
      • Team
      • Bids
      • Timesheets
      • RFIs / Submittals
    • Click any section to drill into detailed views.
      Screen Shot 2026-01-22 at 10.10.02 AM.png

  4. Manage Tasks and Schedule Actions

    • Open the Tasks section to:
      • View open items
      • Assign responsibilities
      • Add new tasks
    • Use filters to sort by priority or due date.

Tips

  • Pro tip: Customize your dashboard view using filters in the Overview and Tasks sections to focus on what matters most to your role.
  • Time saver: Bookmark the dashboard URL for quick access, or use the BuilderPal mobile app for on-the-go monitoring.
Back to top