Summary
This tutorial shows how to export your project schedule from BuilderPal:
As an Excel file (
.xlsx) for reporting, editing, or sharing
Prerequisites
Role or permission needed: Any team member with access to the project
Setup required: Log in to BuilderPal and open the desired project
Steps
1. Open the Schedule
From the project dashboard, click Schedule in the left sidebar.
2. Export as Excel (.xlsx)
Select XLSX
The file will download immediately
Confirmation
You’ll know it worked when you receive:
An
.xlsxfile that opens in Excel with the current project schedule
Tips
Pro tip: Apply filters or set a date range before exporting so the file includes only what you need.
Shortcut: The
.xlsxfile opens directly in Excel for fast editing or sharing.