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

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