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Learn The Project Dashboard

    Summary
  1. 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


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

    • 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.

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  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.

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  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.

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  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.

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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

Q: What should I do if the dashboard doesn't load? A: Ensure you're logged in with the correct credentials and have internet access. Try refreshing the page or switching devices.

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 your role.

Q: How often does the dashboard update? A: The dashboard updates in real-time as team members add tasks, documents, or updates, but check for alerts if data seems outdated.

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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