To get started, sign into Buildr with your Procore credentials:
Next, click Let's Go or Create a New Project:
Choose the Procore project you'd like to manage closeout for:
Next, you'll find 3 simple steps to get the ball rolling.
First, Import your Spec Book from Procore and click Next:
Second, just like the Spec Book, import your directory over with one-click and remove any vendors that aren't included in the closeout process:
Lastly, it's time to set up your Requirements. This can be done manually, automated, or in groups (our favorite).
To manually add requirements, select the appropriate vendor and click Add Requirement:
Fill in the Description, Section, and Category:
Then, to submit add requirements automatically, click Import CSV or click Finish to add requirements in groups.
First, click Add Requirement:
Then, type in the Description or Type of Requirement and choose select vendors or +Add All:
Next, select a Category and Spec Section and click Create:
You have now successfully set up your project! 🎉
On your main dashboard, you can now see all of your vendors progress, your overall progress, and even click into each vendor and manage them individually. This is the main view which allows you to manage and complete your closeout process.