Skip to content
Builderbox Help Center
I suggest you ...
→
Top ideas from the community
Knowledge Base
Auditor
→
Create Company Templates for Checklists
Create Checklist Templates for Projects
Import the Company Templates in Your Projects
Published Checklist Templates
Share the Company/Project Checklist Templates
22 articles
→
Equipment Management
→
How to track Equipment Status
How to Add Equipment Requisitions
How to Process Rent Orders
How to Approve Rent Orders
How to Place Equipment (Rent) Orders
23 articles
→
Access Control
→
Manage Company Roles
Manage Project Roles
Update Project Roles
Update Company Roles
Remove Project Roles
6 articles
→
Account Basics
→
Recover Builderbox Sign In Password
Change Account Password
Create and Change the Transaction Password
Update Your Profile
Architect's Supplemental Instructions
→
ASI Workflow Settings
Add New Architect’s Supplemental Instructions (ASIs)
Edit ASIs
Accept & Decline the ASIs
Delete & Restore ASIs
14 articles
→
Billing Details
→
Add and Update Billing Details
Upgrade Builderbox Subscription
See all Invoices
Update Company Information
How to Apply the Promo Codes in Your Builderbox Account
6 articles
→
Budgets and Costs
→
Add New Baseline Budget
Import Baseline Budget
Edit Line Itmes in the Baseline Budget
Create Reports in the Budgets
How to read Cost Worksheet
9 articles
→
Calendar
→
Add New Events to your Calendar
Edit the Event Title
Update the Events
Delete Calendar Events
Change Management
→
Change Order Proposals (Budgeted) Workflow Settings
Add New Change Order Proposals (Budgeted)
Edit Change Order Proposals (Budgeted)
Delete & Restore Change Order Proposals (Budgeted)
Accept & Decline the Change Order Proposals (Budgeted)
84 articles
→
Companies
→
Update the Company Settings
Create a New Company
Manage Company Level Storage Space
Company Libraries
→
Import Material Library
Import Equipment Library
Import Crew Library
Import Material Suppliers
Import Equipment Vendors
11 articles
→
Contracts
→
Budgeted Contracts Workflow Settings
Add New Budgeted Contracts
Edit Budgeted Contracts
Delete & Restore Budgeted Contracts
Accept and Decline the Budgeted Contracts
22 articles
→
Crew Management
→
How to Track Labor and Crew Status
How to Update Crew Status
Daily Journal
→
Add New Daily Journals
Change Daily Journal Page Default View
Create the Daily Reports
Customize the Daily Journal Module
Edit Daily Journals
6 articles
→
Dashboards
→
Manage Personal Dashboards
Manage Project Dashboards
Manage Company Wide Project Dashboard Templates
Manage Company Level Dashboards
Manage Program Level Dashboards
8 articles
→
External Companies
→
Manage External Companies
Update an External Company
Feedback
→
How to Send Feedback to Builderbox Team?
File Cloud
→
Create Drives
Rename Drives
Add New Folder
Upload Files
Copy & Move Files and Folders
15 articles
→
Getting Started
→
Day 1: Navigating The UI, Adding New Projects And Inviting Team Members
Day 2: Assign And Track Action Items
Day 3: Share Documents And Content With Your Team
Day 4: Get Feedback On Everything You Share
Day 5: Access Builderbox Anywhere, Anytime
7 articles
→
Groups
→
Add New Groups
Add New Team Members In The Group
Start New Discussions In Groups
Share A Discussion
Delete & Restore The Discussions
9 articles
→
Home
→
How to view and sort all Open Action Items?
How to Archive and Restore Open Action Items
How to Mark Closed to the Action Items Closed?
Integrations
→
Project Integrations
Disconnect Project Integration
Personal Integrations
Disconnect Personal Integrations
Invitations
→
Accept Invitations
Job Walk
→
Add New Job Walk Items
Edit Job Walk Items
Delete and Restore Job Walk Items
Open and Close Job Walk Items
Archive Closed Job Walk Items
16 articles
→
Manage Company Employees
→
Add Employees to A Company
Remove Employees from A Company
Copy Employee Account Information Emails
Change Company Employee Roles
View Company Employee’s Temporary Password
Manage Contacts
→
Manage Personal Contacts
Manage Project Contacts
Import Personal Contacts
Import Project Contacts
Manage Subscription
→
Manage Subscriptions
How to Cancel Your Builderbox Subscription
How to Get Your Own Builderbox Subscription When You are Only a Team Member?
Material Management
→
How to Track Material Status
How to Import Material Planning Data
How to Add Material Requisitions
How to Process Purchase Orders
How to Approve Purchase Orders
25 articles
→
Meeting Minutes
→
Add New Meeting Minutes
Edit Meeting Minutes
Delete & Restore the Meeting Minutes
Print Meeting Minutes
Add Meeting Minutes by using Import Agendas From Previous Meetings
6 articles
→
Members Settings
→
Remove Team Members From Projects
Add Members to other Projects
Resend and Copy Invitation Emails
Messages
→
How to Send In-App Messages
Delete Messages
Mark Messages Read/Unread/Important
Add Messages to Your To-Do List
Restore Messages from the Trash
6 articles
→
Mobile
→
Make Notes, Capture Photos and Manage Issues Using Your Mobile Device on the Job Site
Run a Safety or QA & QC inspection Using Custom Checklist Templates
Post a Status Using Your Mobile Device
Add New Daily Journals Using Your Mobile Device
Share Plans and Specifications with Your project Teams using a Mobile Device
Modules Settings
→
Turn Products and Modules On/Off
Add a Widget to the Project Dashboard
View Widget on the Project Dashboard
Notifications
→
Manage Notification Settings
Payments
→
Payment Applications Workflow Settings
Add New Payment Applications
Edit Payment Applications
Delete & Restore Payment Applications
Accept & Decline the Payment Applications
36 articles
→
Payroll
→
Add Timesheets
Update Timesheets
Approve and Reject Timesheets
Submit Timesheets
Reopen the Timesheets
6 articles
→
Photos
→
Create Photo Album
Upload Photos in the Album
Share the Albums with Members
Rename the Photo Albums
Delete & Restore Albums
9 articles
→
Plan Room
→
Add New Folder
Upload Files
Rename Files and Folders
Copy & Move Files and Folders
Comment on Files
12 articles
→
Programs
→
Add Programs
Edit Programs
Delete Programs
Project Libraries
→
Import Workspace Library
Import Workpackage Library
Import Specification Section Library
Import Cost Code Library
Map the Libraries for the External Companies
12 articles
→
Projects
→
Add New Projects
Add New Projects And Update Project Information
Archive and Download Project
Restore Projects
Offline Browsing of Downloaded Projects
6 articles
→
Reminders
→
How to Set up a Daily Digest Email of Reminders?
Reports
→
View Reports
Download Project Reports
Share the Project Reports
Publish/Unpublish the Project Reports
Create Earned Value Reports
6 articles
→
Requests for Information
→
Add New RFIs
Edit RFIs
Answer RFIs
Create RFI Reports
Delete and Restore RFIs
25 articles
→
Risk Management
→
Add New Risk Management Items
Edit Risk Management Items
Delete & Restore Risk Management Items
Print Risk Management Items
Add Followers to the Risk Management Items
9 articles
→
Schedule
→
Add Activities to the Master Project Plan
Publish the Project Plan
How to Import Activities to the Master Project Plan
Report an Activity
Create Progress Report
22 articles
→
Storage Space
→
Manage Project Storage Space (Memory)
Submittals
→
Add New Submittals
Edit Submittals
Accept or Reject the Submittals
Delete & Restore Submittals
Create Submittals Reports
25 articles
→
Switch Company
→
Switch Company
Tasks
→
Add New Tasks
Review Tasks
Open And Close Tasks
Edit Task
Delete & Restore Tasks
11 articles
→
Team Management
→
How to Track Team Reservation Status
Team Members
→
Add New Team Members to Your Projects
Invite Several Team Members to a Project using the Import Feature
Timesheet
→
Add Tasks in the Timesheet
Edit Tasks in the Timesheet
Delete Tasks from the Timesheets
Submit Timesheets
Reopen and Resubmit the Timesheets
Transmittals
→
Transmittals Workflow Settings
Add New Transmittals
Edit Transmittals
Delete & Restore Transmittals
Acknowledge the Receipt of Transmittals
10 articles
→
Update Status
→
Post a status from the Activity Stream
Workspace Management
→
How to Track Workspace Reservation Status
How to Update Workspace Status
All articles
→
Add New Projects
Add New Team Members to Your Projects
Add New Groups
Add New Tasks
Create Photo Album
549 articles
→
New and returning users may
sign in
We're glad you're here
Please sign in to leave feedback
Signed in as
(
Sign out
)
Close
Close
Feedback and Knowledge Base
Search
Search
(thinking…)
Reset
Searching…
No results.
Clear search results
Contact support
Give feedback
General
0
ideas
Knowledge Base
Auditor
22
articles
Equipment Management
23
articles
Access Control
6
articles
Account Basics
4
articles
Architect's Supplemental Instructions
14
articles
Billing Details
6
articles
Budgets and Costs
9
articles
Calendar
4
articles
Change Management
84
articles
Companies
3
articles
Company Libraries
11
articles
Contracts
22
articles
Crew Management
2
articles
Daily Journal
6
articles
Dashboards
8
articles
External Companies
2
articles
Feedback
1
article
File Cloud
15
articles
Getting Started
7
articles
Groups
9
articles
Home
3
articles
Integrations
4
articles
Invitations
1
article
Job Walk
16
articles
Manage Company Employees
5
articles
Manage Contacts
4
articles
Manage Subscription
3
articles
Material Management
25
articles
Meeting Minutes
6
articles
Members Settings
3
articles
Messages
6
articles
Mobile
5
articles
Modules Settings
3
articles
Notifications
1
article
Payments
36
articles
Payroll
6
articles
Photos
9
articles
Plan Room
12
articles
Programs
3
articles
Project Libraries
12
articles
Projects
6
articles
Reminders
1
article
Reports
6
articles
Requests for Information
25
articles
Risk Management
9
articles
Schedule
22
articles
Storage Space
1
article
Submittals
25
articles
Switch Company
1
article
Tasks
11
articles
Team Management
1
article
Team Members
2
articles
Timesheet
5
articles
Transmittals
10
articles
Update Status
1
article
Workspace Management
2
articles
All articles
Builderbox Inc.