Summary
Update your project settings, including status, assigned manager, address, and adding actions or documents to a project. This guide will show you how to customize project configurations and attach files as the job progresses.
Prerequisites
Role or permission needed: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, or Team Business Manager
Setup required: Log in to BuilderPal and have an active project selected
Steps
Access the Projects Section and Open a Project
From the main dashboard, click Projects.
Select a project from the list
Update Project Status and Assigned Manager
Click the current project status (e.g., In Progress).
Select a new status (e.g., Planning).
Click Assigned Manager.
Select a manager (e.g., Porter Dietrich).
Click Settings.
Update the manager role as needed (e.g., Team Administrator).
Click Save to apply the updates.
Edit the Project Address
Click the project address (e.g., 1333 South Park Street, Halifax, NS B3J 2K9 Canada).
Click Save to apply changes.
Add an Action
Click View all actions.
Click Add actions to your project.
Select Scheduled Work.
Upload a Project Document
Click Upload Document.
Select Add file from project documents.
Confirm to attach the document.
Tips
Pro tip: Update notification settings in Settings to control email alerts for changes such as new actions or uploaded documents.
Time saver: Use Job Chat to add actions and documents without navigating multiple menus.