BuildBook

How to create and manage a project from start to finish

Managing Your Projects

How to create a new project and manage all of your projects

Create and Manage Projects

How to create a template from scratch or an existing project

Create a Project Template

Use the Schedule to see all of your Projects and Opportunities in one calendar

Using the Global Schedule

How to set and manage working days in the Schedule

Working Days

Get visibility into everyone's workload and latest activity

View Project Activity

See how to use @mention and collaborate with item comments

Collaborate With Team and Clients

Organize all of your relevant files and images

Add Project Docs & Files

What the client sees when you invite them to a project.

Client Dashboard

Project Basics

How to invite your internal team, collaborators, and clients

Invite People to Your Project

Adding Users

This article goes over how to export and/or print your Project Schedule.

Print and Export your Schedule

Learn the basics of using a Gantt Chart Schedule

Gantt Charts 101

Create a Project Phase

Schedule: Gantt Chart View

How to create, adjust, and manage dependencies

Working with dependencies

How to see your Schedule in Calendar View

Schedule: Calendar View

How to add your BuildBook project schedules to your Apple, Google, or Outlook Calendars

Add Schedules to an external Calendar

Using the Project Schedule

Managing Tasks

Create and share logs with your team and keep clients updated

Using Daily Logs

Task Management

Log and track invoices, receipts, and more in your budget

Create and Track Expenses

This article covers the Financials Tab (formerly the Budget Tab) that tracks the financial information for your Project.

Managing Financials

How to print your Budget or export to Excel

Print and Export a Budget Report

Use Selection Categories and Items to track important client decisions

Set Up Client Selections

How to print and save Selections as a PDF

Print and Export a Selections Report

Budget and Selections

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