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Learn The Project Dashboard

Summary

This tutorialarticle coversexplains howthe tokey navigatefeatures and utilizeof the Project Dashboard in BuilderPal. It helps adminsBuilderPal and teamhow membersto monitoruse them for effective project status,oversight.

access

Summary

key

The tools,Project Dashboard groups navigation, monitoring, and managemanagement dailytools tasks efficiently fromin one centralplace, hub.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).
  • Any setupSetup required: Log in to your BuilderPal account and haveselect an active project selected.

Steps

  1. Access the Project Dashboard

    • Instruction: Log in to BuilderPal via appweb or web,mobile.
      • then
    • Select select youra project from the mainProjects menu or search for it.
    • Screenshot: Insert immediately after the step to show the UI.

    !

  2. View the Overview Section

    • Instruction: On the dashboard, checkReview the top section of the dashboard for project summary,summary includingdetails status,such timeline,as: budget
        overview, and alerts.
      • Status
      • Screenshot:Timeline
        • Insert
      • Budget immediatelyoverview
        • after
      • Alerts theor step to show the UI.notifications

      !

  3. Navigate Key Features

    • Instruction: Use the sidebar or tabs to access sectionscore likesections, Tasks,including: Documents,
        Team,
      • Tasks
        • Bids,
      • Documents
        • Timesheets,
      • Team
        • and
      • Bids
        • RFIs/Submittals.
      • Timesheets
      • RFIs / Submittals
    • Click onany anysection to drill down.
      • into
    • Screenshot:detailed Insertviews.
      immediately after the step to show the UI.Screen Shot 2026-01-22 at 10.10.02 AM.png

    !

  4. Manage Tasks and UpdatesSchedule Actions

    • Instruction: InOpen the Tasks area,section viewto:
      • View open items,items
        • assign
      • Assign responsibilities,responsibilities
        • or add
      • Add new tasks.tasks
    • Use filters forto sort by priority or due dates.
    • Screenshot: Only if not obvious.date.

    !

Confirmation

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

FAQTips

  • Q:Pro Whattip: shouldCustomize Iyour dodashboard ifview using filters in the Overview and Tasks sections to focus on what matters most to your role.
  • Time saver: Bookmark the dashboard doesn'tURL load?for A:quick Ensure you're logged in with the correct credentials and have internet access. Try refreshing the pageaccess, 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 mobile app to access the dashboard with similar features optimized for mobileon-the-go use.

    monitoring.

    • 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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