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Knowledge Base

  1. Auditor 

    1. Create Company Templates for Checklists
    2. Create Checklist Templates for Projects
    3. Import the Company Templates in Your Projects
    4. Published Checklist Templates
    5. Share the Company/Project Checklist Templates
  2. Equipment Management 

    1. How to track Equipment Status
    2. How to Add Equipment Requisitions
    3. How to Process Rent Orders
    4. How to Approve Rent Orders
    5. How to Place Equipment (Rent) Orders
  3. Access Control 

    1. Manage Company Roles
    2. Manage Project Roles
    3. Update Project Roles
    4. Update Company Roles
    5. Remove Project Roles
  4. Account Basics 

    1. Recover Builderbox Sign In Password
    2. Change Account Password
    3. Create and Change the Transaction Password
    4. Update Your Profile
  5. Architect's Supplemental Instructions 

    1. ASI Workflow Settings
    2. Add New Architect’s Supplemental Instructions (ASIs)
    3. Edit ASIs
    4. Accept & Decline the ASIs
    5. Delete & Restore ASIs
  6. Billing Details 

    1. Add and Update Billing Details
    2. Upgrade Builderbox Subscription
    3. See all Invoices
    4. Update Company Information
    5. How to Apply the Promo Codes in Your Builderbox Account
  7. Budgets and Costs 

    1. Add New Baseline Budget
    2. Import Baseline Budget
    3. Edit Line Itmes in the Baseline Budget
    4. Create Reports in the Budgets
    5. How to read Cost Worksheet
  8. Calendar 

    1. Add New Events to your Calendar
    2. Edit the Event Title
    3. Update the Events
    4. Delete Calendar Events
  9. Change Management 

    1. Change Order Proposals (Budgeted) Workflow Settings
    2. Add New Change Order Proposals (Budgeted)
    3. Edit Change Order Proposals (Budgeted)
    4. Delete & Restore Change Order Proposals (Budgeted)
    5. Accept & Decline the Change Order Proposals (Budgeted)
  10. Companies 

    1. Update the Company Settings
    2. Create a New Company
    3. Manage Company Level Storage Space
  11. Company Libraries 

    1. Import Material Library
    2. Import Equipment Library
    3. Import Crew Library
    4. Import Material Suppliers
    5. Import Equipment Vendors
  12. Contracts 

    1. Budgeted Contracts Workflow Settings
    2. Add New Budgeted Contracts
    3. Edit Budgeted Contracts
    4. Delete & Restore Budgeted Contracts
    5. Accept and Decline the Budgeted Contracts
  13. Crew Management 

    1. How to Track Labor and Crew Status
    2. How to Update Crew Status
  14. Daily Journal 

    1. Add New Daily Journals
    2. Change Daily Journal Page Default View
    3. Create the Daily Reports
    4. Customize the Daily Journal Module
    5. Edit Daily Journals
  15. Dashboards 

    1. Manage Personal Dashboards
    2. Manage Project Dashboards
    3. Manage Company Wide Project Dashboard Templates
    4. Manage Company Level Dashboards
    5. Manage Program Level Dashboards
  16. External Companies 

    1. Manage External Companies
    2. Update an External Company
  17. Feedback 

    1. How to Send Feedback to Builderbox Team?
  18. File Cloud 

    1. Create Drives
    2. Rename Drives
    3. Add New Folder
    4. Upload Files
    5. Copy & Move Files and Folders
  19. Getting Started 

    1. Day 1: Navigating The UI, Adding New Projects And Inviting Team Members
    2. Day 2: Assign And Track Action Items
    3. Day 3: Share Documents And Content With Your Team
    4. Day 4: Get Feedback On Everything You Share
    5. Day 5: Access Builderbox Anywhere, Anytime
  20. Groups 

    1. Add New Groups
    2. Add New Team Members In The Group
    3. Start New Discussions In Groups
    4. Share A Discussion
    5. Delete & Restore The Discussions
  21. Home 

    1. How to view and sort all Open Action Items?
    2. How to Archive and Restore Open Action Items
    3. How to Mark Closed to the Action Items Closed?
  22. Integrations 

    1. Project Integrations
    2. Disconnect Project Integration
    3. Personal Integrations
    4. Disconnect Personal Integrations
  23. Invitations 

    1. Accept Invitations
  24. Job Walk 

    1. Add New Job Walk Items
    2. Edit Job Walk Items
    3. Delete and Restore Job Walk Items
    4. Open and Close Job Walk Items
    5. Archive Closed Job Walk Items
  25. Manage Company Employees 

    1. Add Employees to A Company
    2. Remove Employees from A Company
    3. Copy Employee Account Information Emails
    4. Change Company Employee Roles
    5. View Company Employee’s Temporary Password
  26. Manage Contacts 

    1. Manage Personal Contacts
    2. Manage Project Contacts
    3. Import Personal Contacts
    4. Import Project Contacts
  27. Manage Subscription 

    1. Manage Subscriptions
    2. How to Cancel Your Builderbox Subscription
    3. How to Get Your Own Builderbox Subscription When You are Only a Team Member?
  28. Material Management 

    1. How to Track Material Status
    2. How to Import Material Planning Data
    3. How to Add Material Requisitions
    4. How to Process Purchase Orders
    5. How to Approve Purchase Orders
  29. Meeting Minutes 

    1. Add New Meeting Minutes
    2. Edit Meeting Minutes
    3. Delete & Restore the Meeting Minutes
    4. Print Meeting Minutes
    5. Add Meeting Minutes by using Import Agendas From Previous Meetings
  30. Members Settings 

    1. Remove Team Members From Projects
    2. Add Members to other Projects
    3. Resend and Copy Invitation Emails
  31. Messages 

    1. How to Send In-App Messages
    2. Delete Messages
    3. Mark Messages Read/Unread/Important
    4. Add Messages to Your To-Do List
    5. Restore Messages from the Trash
  32. Mobile 

    1. Make Notes, Capture Photos and Manage Issues Using Your Mobile Device on the Job Site
    2. Run a Safety or QA & QC inspection Using Custom Checklist Templates
    3. Post a Status Using Your Mobile Device
    4. Add New Daily Journals Using Your Mobile Device
    5. Share Plans and Specifications with Your project Teams using a Mobile Device
  33. Modules Settings 

    1. Turn Products and Modules On/Off
    2. Add a Widget to the Project Dashboard
    3. View Widget on the Project Dashboard
  34. Notifications 

    1. Manage Notification Settings
  35. Payments 

    1. Payment Applications Workflow Settings
    2. Add New Payment Applications
    3. Edit Payment Applications
    4. Delete & Restore Payment Applications
    5. Accept & Decline the Payment Applications
  36. Payroll 

    1. Add Timesheets
    2. Update Timesheets
    3. Approve and Reject Timesheets
    4. Submit Timesheets
    5. Reopen the Timesheets
  37. Photos 

    1. Create Photo Album
    2. Upload Photos in the Album
    3. Share the Albums with Members
    4. Rename the Photo Albums
    5. Delete & Restore Albums
  38. Plan Room 

    1. Add New Folder
    2. Upload Files
    3. Rename Files and Folders
    4. Copy & Move Files and Folders
    5. Comment on Files
  39. Programs 

    1. Add Programs
    2. Edit Programs
    3. Delete Programs
  40. Project Libraries 

    1. Import Workspace Library
    2. Import Workpackage Library
    3. Import Specification Section Library
    4. Import Cost Code Library
    5. Map the Libraries for the External Companies
  41. Projects 

    1. Add New Projects
    2. Add New Projects And Update Project Information
    3. Archive and Download Project
    4. Restore Projects
    5. Offline Browsing of Downloaded Projects
  42. Reminders 

    1. How to Set up a Daily Digest Email of Reminders?
  43. Reports 

    1. View Reports
    2. Download Project Reports
    3. Share the Project Reports
    4. Publish/Unpublish the Project Reports
    5. Create Earned Value Reports
  44. Requests for Information 

    1. Add New RFIs
    2. Edit RFIs
    3. Answer RFIs
    4. Create RFI Reports
    5. Delete and Restore RFIs
  45. Risk Management 

    1. Add New Risk Management Items
    2. Edit Risk Management Items
    3. Delete & Restore Risk Management Items
    4. Print Risk Management Items
    5. Add Followers to the Risk Management Items
  46. Schedule 

    1. Add Activities to the Master Project Plan
    2. Publish the Project Plan
    3. How to Import Activities to the Master Project Plan
    4. Report an Activity
    5. Create Progress Report
  47. Storage Space 

    1. Manage Project Storage Space (Memory)
  48. Submittals 

    1. Add New Submittals
    2. Edit Submittals
    3. Accept or Reject the Submittals
    4. Delete & Restore Submittals
    5. Create Submittals Reports
  49. Switch Company 

    1. Switch Company
  50. Tasks 

    1. Add New Tasks
    2. Review Tasks
    3. Open And Close Tasks
    4. Edit Task
    5. Delete & Restore Tasks
  51. Team Management 

    1. How to Track Team Reservation Status
  52. Team Members 

    1. Add New Team Members to Your Projects
    2. Invite Several Team Members to a Project using the Import Feature
  53. Timesheet 

    1. Add Tasks in the Timesheet
    2. Edit Tasks in the Timesheet
    3. Delete Tasks from the Timesheets
    4. Submit Timesheets
    5. Reopen and Resubmit the Timesheets
  54. Transmittals 

    1. Transmittals Workflow Settings
    2. Add New Transmittals
    3. Edit Transmittals
    4. Delete & Restore Transmittals
    5. Acknowledge the Receipt of Transmittals
  55. Update Status 

    1. Post a status from the Activity Stream
  56. Workspace Management 

    1. How to Track Workspace Reservation Status
    2. How to Update Workspace Status
  57. All articles 

    1. Add New Projects
    2. Add New Team Members to Your Projects
    3. Add New Groups
    4. Add New Tasks
    5. Create Photo Album
    549 articles 

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