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Learn The Project Dashboard

How to Use the Project Dashboard in BuilderPal

Summary: This tutorial covers how to navigate and utilize the Project Dashboard in BuilderPal. It helps admins and team members monitor project status, access key tools, and manage daily tasks efficiently from one central hub.

How-To Video: (Embed here, under the summary. Keep under 3 minutes.)

Prerequisites:

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

Steps:

  1. Access the Project Dashboard (clear action)
    • Instruction: Log in to BuilderPal via app or web, then select your project from the main menu or search for it.
    • Screenshot: Insert immediately after the step to show the UI. (Placeholder: Screenshot of BuilderPal login screen and project selection menu.)
  2. View the Overview Section
    • Instruction: On the dashboard, check the top section for project summary, including status, timeline, budget overview, and alerts.
    • Screenshot: Insert immediately after the step to show the UI. (Placeholder: Screenshot of the dashboard overview panel with key metrics highlighted.)
  3. Navigate Key Features
    • Instruction: Use the sidebar or tabs to access sections like Tasks, Documents, Team, Bids, Timesheets, and RFIs/Submittals. Click on any to drill down.
    • Screenshot: Insert immediately after the step to show the UI. (Placeholder: Screenshot of the dashboard sidebar with feature tabs expanded.)
  4. Manage Tasks and Updates
    • Instruction: In the Tasks area, view open items, assign responsibilities, or add new tasks. Use filters for priority or due dates.
    • Screenshot: Only if not obvious. (Placeholder: Screenshot of the tasks section with example filters and assignments.)

Confirmation: You’ll know it worked when the dashboard loads with your project’s real-time data, such as updated status, tasks, and team info visible.

Tips:

  • Pro tip or best practice: Regularly check alerts on the dashboard to catch issues early and keep projects on track.
  • Shortcut or time saver: Use the search bar at the top to quickly find specific tasks, documents, or team members without scrolling.
  • [Concept Overview: Project Setup Basics]
  • [Reference: Add Team Members to a Project]
  • [Troubleshooting: Dashboard Data Not Updating]
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