Create Requirements in Buildr
Requirements are the documents your project team needs to collect during closeout.
There are four ways to create requirements in Buildr:
Import requirements from Procore
Import requirements with a CSV
Import requirements from a template
Create requirements manually
Use this guide to choose the best creation method for your project. After your requirements are created, you can request them from your trade partners.
Import Requirements from Procore
If you use Procore submittals to collect closeout documents, you can import those submittals into Buildr as requirements.
To import requirements from Procore, you must be signed into Buildr with your Procore credentials and your Buildr project must be linked to a Procore project.
For the full workflow, see How to Import Procore Submittals into Buildr as Requirements.
Import Requirements with a CSV
If you already have a spreadsheet of requirements, you can import it into Buildr as a CSV. Buildr supports fields such as category, subcontractor, description, location, and specification.
For the full workflow, see How to Import a Requirement Spreadsheet into a Project.
Import Requirements from a Template
Templates help your team create consistent requirements across multiple projects. If your account has saved templates, you can import a template into your project and assign its requirements to the correct companies.
For the full workflow, see Streamline Project Requirements with Templates.
Create Requirements Manually
Click the Requirements tab.
Click New Requirement.
Choose the requirement type.
Select a category.
Add an optional description.
Add internal notes, if needed.
Select the company responsible for the requirement.
Click Create.
Request Requirements
After your requirements are created, they appear in Draft status. When you’re ready to collect documents, request them from your trade partners.