Navigate Your Projects

Summary

This tutorial explains how to find, search for, and switch between your projects in BuilderPal. It's helpful for quickly accessing the right project dashboard and managing multiple jobs efficiently.

How-To Video

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

Prerequisites

• Role or permission needed: Any team member with access to at least one project (e.g., Admin GC, Team Project Manager, Team Member).
• Any setup required: Log in to your BuilderPal account.

Steps

1. Access the Projects List (clear action)

   ○ Instruction: From the main dashboard or sidebar, click the Projects tab or icon to view your list of available projects.

   ○ Screenshot: Insert immediately after the step to show the UI.

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2. Search for a Project

   ○ Instruction: Use the search bar at the top to enter keywords like project name, address, or ID; results will filter in real-time.

   ○ Screenshot: Only if not obvious.

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3. Switch to a Project

   ○ Instruction: Click on the desired project from the list to open its dashboard; use filters like status or date if the list is long.

   ○ Screenshot: Only if not obvious.

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Confirmation

“You’ll know it worked when the selected project’s dashboard loads with its specific details, tasks, and team info.”

Tips

• Pro tip: Pin frequently used projects to the top of your list for faster access.
• Shortcut: Use keyboard shortcuts (e.g., Ctrl+P) to jump to the projects search from anywhere in the app.

Related Articles

• Concept Overview: Project Lifecycle
• Reference: Project Access Explained
• Troubleshooting: Can't See My Projects

Metadata

• Relevant Roles: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, Team Member, Team Finance Manager, Team Business Manager, Team Supervisor
• Feature Area: Project Setup Basics
• Article Type: Workflow / Tutorial

*Note: 📱 Mobile vs 🖥️ Desktop Screens

• Use Mobile Screens when showing field tasks (time tracking, punch lists, messaging, approvals, uploads). Contractors are most likely to follow along on their phone.

• Use Desktop Screens when showing office-side tasks (project setup, team management, finance, permissions, cost codes). These are clearer on larger screens.

• Hybrid Features (e.g., Bid Packages, Documents):

  ○ Show desktop in Concept / Overview or Reference articles for clarity.

  ○ Show mobile in Workflow / Tutorial or Troubleshooting articles for step-by-step guidance.

• If the workflows differ between mobile and desktop, add a short “Mobile vs Desktop Differences” note at the end of the article.