Buildr Handover

Hannah Weidman

Gracie Bradley

Edward Gonzalez

Learn how to create, request and review Requirements as well as all of the other tasks that may come up

Requirements

Learn the four ways to create project requirements

How to Create and Request Requirements

How to import and manage your Procore submittals in Buildr

How to Import Procore Submittals into Buildr as Requirements

Streamline Project Requirements with Templates

Import a CSV template of Requirements into a project

How to Import a Requirement Spreadsheet into a Project

Create internal requirements that are visible only to your team

How to Create Internal Requirements

Creating Requirements

Change status, description, assignee, category, and spec section

How to Edit a Requirement

Attach forms or templates for your submitters to download

How to Add Portal Attachments

Bulk Delete Requirements

Managing Requirements

How to Request Closeout Documents from Trade Partners

How is the Requirement Viewed by the Subcontractor?

How to Upload a Closeout Document to a Requirement

Request, collect, upload, and track closeout documents from subcontractors

Requesting and Collecting Requirements

How Does the Reminder Function Work?

Learn how to subscribe/unsubscribe to notifications

How Do I Change My Notification Settings?

Manage requirement notifications and reminders

Notifications and Reminders

Learn how to request approval from architects and/or your design team before adding the documents to the Closeout Package.

How to Send Documents to Architects or the Design Team for Approval

As an Architect, Engineer, or Design Team, you may be asked to review documents for closeout using Buildr. Here are the basics.

Reviewing Documents for Closeout? Meet Buildr.

Design Review

Generate a requirements report for a project

Generate a Project Overview Report

Reports

Get to know Buildr, the software your GC would like you to use to upload closeout documents.

Subcontractor? Meet Buildr.

Learn what Buildr is, why you’ve been invited, and how to get started with submitting closeout documents

Subcontractor Guide

Buildr University: Training Videos

Find answers and get help from Intercom Support and Community Experts

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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