Skip to main content

Project Lifecycle Overview

Project Lifecycle Overview

Summary

The project lifecycle in BuilderPal encompassesrepresents the key stages of a construction project,project from initiation and planning to execution,closeout, monitoring,integrated with dashboard tools for monitoring and closeout.management. This overview explains how BuilderPal supports each phase to streamline collaboration,workflows tracking,for and completion and answers common user questions.contractors.

Why It Matters & How It Works

The problem it solves
Construction projects often span multiple phases and tools, making tracking messy. This lack of visibility can lead to missed steps, delays, and budget overruns.

Why it matters to contractors
BuilderPal’s project lifecycle beginsties witheverything together in one place. Real-time dashboard updates give teams clear visibility, reduce manual errors, and help everyone stay aligned and productive.

How it works (project lifecycle)

  • Initiation: Set up the project setupand (initiation),core wheredetails youon createthe projectsdashboard
  • Planning: Manage bids, scopes, and assigntasks
    • teams.
  • Execution: PlanningComplete involveswork bids,through schedules,actions and documents.updates
    • Execution
  • Monitoring: includesTrack timesheets,progress, tasks,alerts, and updates.overall Monitoringstatus
    • uses
  • Closeout: dashboardsArchive forthe progressproject and budgets.generate Closeoutreports
    • handles final approvals, payments, and archiving.

CreateReal-world yourexample
For firsta renovation project, you’d start by creating the project or review team permissions to beginon the lifecycledashboard, plan the work using bid packages, execute tasks in BuilderPal.

Actions,

FAQ

monitor

Q: What is the first stageprogress in the projectOverview, lifecycle?and A:finish Initiation,by whereuploading youfinal setdocuments upand closing out 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.project.

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

Back to top