Navigate Your Projects

Summary

This tutorial covers the basics of finding, filtering, and switching between projects in BuilderPal. It helps you quickly access the right project dashboard and organize your list using filters for efficient management.

Prerequisites

● Role or permission needed: Any team member with access to projects (e.g., Admin GC, Team Project Manager, Team Member).

● Any setup required: Log in to your BuilderPal account.

Steps

Access the Projects List (clear action)

○ From the main dashboard, click the Projects tab in the sidebar to view all your accessible projects.
Apply Filters to Organize

○ Click "Filters" at the top, select criteria like status (e.g., "Planning") or date, then click "Apply" to sort and group the list.

Select and Navigate to a Project

○ Click on the desired project name (e.g., "Chaska, MN") from the filtered list to open its dashboard and details.

Tips

● Pro tip or 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 accessed projects or use the search bar for quick navigation without full filtering.

● [Concept Overview: Project Lifecycle]