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Learn The Project Dashboard

    How

  1. Summary
    2. 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

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


Prerequisites:

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

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

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.”

FAQ

Tips:

Q:

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  • Pro shouldtip Ior dobest ifpractice: Regularly check alerts on the dashboard doesn'tto load?catch A:issues Ensureearly you'reand loggedkeep inprojects withon track.
  • Shortcut or time saver: Use the correctsearch credentialsbar and have internet access. Try refreshingat the page or switching devices.

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

    Q: How often does the dashboard update? A: The dashboard updates in real-time as team members addspecific tasks, documents, or updates,team butmembers checkwithout forscrolling.

    • alerts if data seems outdated.

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.

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