What Are Internal Projects?

Summary 
 Internal projects in BuilderPal are private workspaces for your team’s internal use, such as company operations, training, or non-client jobs. They allow secure collaboration without external sharing. 
 Prerequisites 
 
 Role or permission needed: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, or Team Business Manager. 
 Any setup required: Log in to your BuilderPal account. 
 
 Steps 
 1. Open the New Project Form 
 
 From the Projects Menu, click New in the top right to start creating a new project. Enter your Project name and description. 
 
 2. Turn Internal Project On 
 
 This toggle will be located underneath the description. 
 
 
 3. Create the Project 
 
 Click Create in the top right to finish setting up the internal project. 
 
 
 Tips 
 
 Pro tip or best practice: Use internal projects for non-client work to keep internal operations, training, and admin tasks separate from customer jobs. 
 Shortcut: Duplicate an existing internal project template to avoid re-entering common details. 
 
 Related Articles 
 
 How to Create a New Project 
 Project Access Explained 
 Manage Project Participants 
 Navigate Your Projects 
 Organize Your Projects