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Learn The Project Dashboard

How

    to
  1. Summary
    2. 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:

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    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 track.

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Q: Is the dashboard accessible on mobile? A: Yes, log in via the BuilderPal app to access the dashboard with similar features optimized for mobile use.

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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