Project Setup

Create and configure new projects in BLDR to organize your job site data and team assignments.

Creating a New Project

1. Go to Projects in the main navigation
2. Click + New Project
3. Enter project information
4. Configure settings
5. Assign team members
6. Click Create Project

Project Information

Basic Details

• Project Name - Descriptive name
• Project Number - Your internal reference number
• Address - Job site location
• Client/Owner - Who the project is for

Dates

• Start Date - Project commencement
• Estimated End Date - Target completion
• Contract Value - Optional, for tracking

Project Settings

• Cost Codes - Which codes apply to this project
• Forms Required - Which forms are mandatory
• Notification Recipients - Who gets alerts
• Photo Requirements - Minimum photos per day

Team Assignments

1. Go to project settings
2. Click Team Members
3. Click + Add Members
4. Select users from your organization
5. Set their project role if different from default
6. Save

Project Status

• Active - In progress, all features enabled
• On Hold - Temporarily paused
• Completed - Finished, read-only
• Archived - Hidden from default views