# Calendars & Views

# Global Calendar



# Master Schedule

## Summary

The Master Schedule (also called the Global Calendar) in BuilderPal displays every task, deadline, and scheduled item across all projects you have access to in one company-wide calendar view. It gives managers and admins a complete overview of workload, timelines, and progress without opening individual projects.  
  
[![Screen Shot 2026-02-20 at 8.23.02 AM.png](https://docs.builderpal.com/uploads/images/gallery/2026-02/scaled-1680-/screen-shot-2026-02-20-at-8-23-02-am.png)](https://docs.builderpal.com/uploads/images/gallery/2026-02/screen-shot-2026-02-20-at-8-23-02-am.png)

## How It Works

- **Key parts:**  
    Displays tasks from all accessible projects with project color coding, due dates, status indicators, and filters.
- **Real-world example:**  
    A Project Manager opens the Master Schedule and sees three projects with major deadlines in the same week, allowing them to rebalance crews or adjust timelines before issues arise.

## When to Use

- Daily or weekly workload planning
- Resource allocation and crew scheduling
- Identifying conflicts across projects
- Preparing for team or client meetings
- Exporting a company-wide schedule

## Next Steps

- Open the **Master Schedule** from the left sidebar.
- Turn **Assigned Only** off to see the full company-wide view.
- Apply filters (status, date range, project) to focus on what matters most.

## Related Articles

- [Learn the Project Dashboard](https://docs.builderpal.com/books/getting-started/page/navigate-the-global-project-menus)
- [Personal Calendars Overview](https://docs.builderpal.com/books/scheduling-calendars/page/personal-calendars-overview)
- [Managing Project Tasks](https://docs.builderpal.com/books/scheduling-calendars/page/add-phases)
- [Project Access Explained](https://docs.builderpal.com/books/getting-started/page/project-access-explained)

# Personal Calendar

## Summary

Your Personal Calendar (My Schedule / To-Do List) in BuilderPal shows every task, action, and deadline assigned to you across all projects in one private view.

## Prerequisites

- **Role or permission needed:** Any team member (always available)
- **Setup required:** Log in to BuilderPal

## Steps

### 1. Open Your Personal Calendar

- From the left sidebar, click **To-Do List**.

[![Screen Shot 2026-02-04 at 2.04.04 PM.png](https://docs.builderpal.com/uploads/images/gallery/2026-02/scaled-1680-/screen-shot-2026-02-04-at-2-04-04-pm.png)](https://docs.builderpal.com/uploads/images/gallery/2026-02/screen-shot-2026-02-04-at-2-04-04-pm.png)

### 2. Switch to Schedule View

[![Screen Shot 2026-02-04 at 2.04.10 PM.png](https://docs.builderpal.com/uploads/images/gallery/2026-02/scaled-1680-/screen-shot-2026-02-04-at-2-04-10-pm.png)](https://docs.builderpal.com/uploads/images/gallery/2026-02/screen-shot-2026-02-04-at-2-04-10-pm.png)

### 3. View Tasks Across All Projects

- All tasks assigned to you appear here with due dates, project names, and status.
- This view is completely private to you.

## Tips

- **Pro tip:** Use the **Assigned Only** toggle to hide tasks you’re not directly assigned to.
- **Shortcut:** Bookmark the **To-Do List** page for quick access from any device.

## FAQ

**Is this visible to my team?**  
No — your personal calendar is completely private to you.

**Can I sync it with Google Calendar?**  
Yes — export your schedule as an `.ics` file from the Schedule view.

## Related Articles

- [Learn the Project Dashboard](https://docs.builderpal.com/books/getting-started/page/navigate-the-global-project-menus)
- [Navigate Your Projects](https://docs.builderpal.com/books/getting-started/page/navigate-the-global-project-menus)
- [Managing Project Tasks](https://docs.builderpal.com/books/scheduling-calendars/page/add-phases)

# How to Use the Project Schedule in BuilderPal

## Summary

This tutorial covers how to access and utilize the Project Schedule in BuilderPal, including viewing tasks in calendar or Gantt format, filtering by phase, and printing/exporting. It helps team members monitor deadlines and plan work within a specific project.

## Prerequisites

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

● Any setup required: Log in to your BuilderPal account and open a project.

## Steps

1. Open the Project Schedule (clear action)
    
    ○ Instruction: Inside a project, click **Schedule** in the left sidebar to view the project's tasks and deadlines.
    
    ○ Screenshot: Insert immediately after the step to show the UI.  
    [![Screen Shot 2026-02-20 at 8.11.57 AM.png](https://docs.builderpal.com/uploads/images/gallery/2026-02/scaled-1680-/screen-shot-2026-02-20-at-8-11-57-am.png)](https://docs.builderpal.com/uploads/images/gallery/2026-02/screen-shot-2026-02-20-at-8-11-57-am.png)
2. Switch Between Views
    
    ○ Instruction: Use the tabs at the top to switch between **Calendar** and **Gantt** views; select time periods like DAY, MONTH, or WEEK.
    
    ○ Screenshot: Only if not obvious.
3. Filter and Group Tasks
    
    ○ Instruction: Click **Group By** (e.g., Phase) to organize tasks; use **Search** or filters like **Assigned Only** to narrow down.
    
    ○ Screenshot: Only if not obvious.
4. View or Add Tasks
    
    ○ Instruction: Click on any task (e.g., "Inspection" or "Remove Material") to open details; use **+ New** to add new scheduled actions.
    
    ○ Screenshot: Only if not obvious.
5. Print or Export the Schedule
    
    ○ Instruction: Click **PRINT**, **XLSX**, or other options at the top to export or print the schedule.
    
    ○ Screenshot: Only if not obvious.

## Confirmation

“You’ll know it worked when the schedule loads with your project's tasks displayed in the chosen view, grouped by phase, with due dates and status visible.”

## Tips

● Pro tip or best practice: Group by Phase to see the project lifecycle at a glance; use Gantt for timeline dependencies.

● Shortcut or time saver: Switch to **Live Mode** for real-time updates without refreshing.

## Related Articles

● [Edit Project Details](https://docs.builderpal.com/books/project-setup-basics/page/edit-project-details)

● [Project Access Explained](https://docs.builderpal.com/books/project-setup-basics/page/project-access-explained)

● [Learn The Project Dashboard](https://docs.builderpal.com/books/project-setup-basics/page/learn-the-project-dashboard)