Project Lifecycle Overview
Summary
The project lifecycle in BuilderPal encompasses the key stages of a construction project, from initiation and planning to execution, monitoring, and closeout. This overview explains how BuilderPal supports each phase to streamline collaboration, tracking, and completion and answers common user questions.
How It Works
The lifecycle begins with project setup (initiation), where you create projects and assign teams. Planning involves bids, schedules, and documents. Execution includes timesheets, tasks, and updates. Monitoring uses dashboards for progress and budgets. Closeout handles final approvals, payments, and archiving.
Create your first project or review team permissions to begin the lifecycle in BuilderPal.
FAQ
Q: What is the first stage in the project lifecycle? A: Initiation, where you set up the project, add details, and invite team members.
Q: How does BuilderPal support the execution phase? A: Through tools like timesheets for tracking hours, tasks for assignments, and messaging for real-time collaboration.
Q: Can I skip stages in the lifecycle? A: Stages are flexible, but following them ensures comprehensive management; customize as needed per project type.
Q: What happens during closeout? A: Finalize payments, approvals, and documents; archive the project for records.
Q: How do roles affect the lifecycle? A: Admins handle setup and closeout, while team members focus on execution; permissions control access per stage.
Related Articles
- How to Create a New Project
- Add Team Members to a Project
- Managing Project Tasks
- Learn the Project Dashboard
- Project Permissions Overview
- What Is My Workspace?
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: Concept / Overview