# 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)