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 
 
 
 Access the Project Dashboard 
 
 Log in to BuilderPal via web or mobile. 
 Select a project from the Projects menu or search for it. 
 
 
 
 
 View the Overview Section 
 
 Review the top section of the dashboard for project summary details such as:
 
 Status 
 Timeline 
 Budget overview 
 Alerts or notifications 
 
 
 
 
 
 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. 
 
 
 
 
 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. 
 
 Related Articles 
 
 Learn the Project Dashboard 
 Manage Project Participants 
 Navigate Your Projects 
 Organize Your Projects 
 Project Access Explained 
 How to Create a New Project