Summary
This tutorial shows you how to customize the Schedule, Projects list, and dashboard views in BuilderPal using filters, toggles, date ranges, and display options so you see exactly the information you need.
Prerequisites
Role or permission needed: Any team member
Any setup required: Log in to BuilderPal
Steps
1. Customize Schedule View
Go to Schedule inside the Project Dashboard from the left sidebar. The view can be toggled at the top right
2. Apply Filters & Toggles
Most pages with a search bar will have the Filter Control to the right of the bar.
Use the controls at the top of the page to:Turn Assigned Only on or off
Select date ranges
Apply status filters
Change sort options
3. Save Your Custom View (If Available)
After setting your filters, click Save View or Save as Custom to reuse the view later.
Confirmation
“You’ll know it worked when the view instantly updates to show only the tasks or projects you want to see.”
Tips
Pro tip: Turn Assigned Only off in the Master Schedule to see the full company workload.
Shortcut: Bookmark a filtered view for one-click access from any device.