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Navigate Your Projects

How to Navigate Projects in BuilderPal

Summary

This tutorial explainscovers howthe tobasics find,of searchfinding, for,filtering, and switchswitching between your projects in BuilderPal. It'sIt helpfulhelps foryou quickly accessingaccess the right project dashboard and managingorganize multipleyour jobslist efficiently.

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How-Tofilters Video

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(Embedefficient here, under the summary. Keep under 3 minutes.)management.

Prerequisites

    ●

  • Role or permission needed: Any team member with access to at least one projectprojects (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,dashboard, click the Projects tab orin iconthe sidebar to view all your list of availableaccessible projects.



  2. Apply Filters to Organize

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

!

  1. Search for a Project

    ○ Instruction: Use the search bar"Filters" at the toptop, select criteria like status (e.g., "Planning") or date, then click "Apply" to entersort keywordsand likegroup projectthe name, address, or ID; results will filter in real-time.

    ○ Screenshot: Only if not obvious.list.


!

  1. SwitchSelect and Navigate to a Project

    ○ Instruction: Click on the desired project name (e.g., "Chaska, MN") from the filtered list to open its dashboard;dashboard useand filters like status or date if the list is long.

    ○ Screenshot: Only if not obvious.details.

!

Confirmation

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

Tips

    ●

  • Pro tip:tip Pinor best practice: Use status filters like "Planning" to focus on active phases, and combine with date ranges for better organization.

    ● Shortcut or time saver: Bookmark frequently usedaccessed projects toor use the topsearch of your listbar for fasterquick access.

    • navigation
  • Shortcut:without Usefull keyboard shortcuts (e.g., Ctrl+P) to jump to the projects search from anywhere in the app.
filtering.

Lifecycle]

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.

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