Getting Started with Buildr home page

Buildr University

Account Setup

Account Permissions
Divisions
Project Settings
Custom Fields
Custom Activities
Go/No-Go
Buildr Mobile App

CRM

Leads
Directory
Contacts
Projects
Reports

Collaboration

Subscriptions
Mentions
Notifications
Tasks

Views

Filtering
Columns
Creating and Saving Views
Exporting Views

Financials

Prime Contract
Project Forecast
Forecast Reports

Budgeting

Main Budget
Markups
Target Budget
Import Budget
Change Requests
Value Engineering
Budget Comparison
Milestones
Cost Model
Budget Settings
Migrate Estimates

Bidding

Create a Bid Package
Invitation to Bid
Bid Leveling
Export to Budget

Integrations

Procore
Connect Microsoft 365
Log Emails with the BCC/Forward Integration
Calendar Sync

Workforce

Workforce Settings
Employee Management
Assignments
Utilization
Workforce Reports

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Import and Export Employees Employee View Workforce Reports

Assistant

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