# Buildr Help Center

> Buildr Handover Help Center and FAQs

## Buildr University - Handover

- [Welcome to Buildr](http://help.buildrtech.com/en/articles/4189062-welcome-to-buildr.md): A quick introduction to the Buildr Training in the following videos
- [Getting Started with Project Setup](http://help.buildrtech.com/en/articles/4189068-getting-started-with-project-setup.md)
- [Import Directory from Procore](http://help.buildrtech.com/en/articles/4189075-import-directory-from-procore.md)
- [Import Specs from Procore](http://help.buildrtech.com/en/articles/4189080-import-specs-from-procore.md)
- [Review Closeout Categories](http://help.buildrtech.com/en/articles/5086449-review-closeout-categories.md)
- [Create Requirements](http://help.buildrtech.com/en/articles/5086498-create-requirements.md)
- [Upload Closeout Documents](http://help.buildrtech.com/en/articles/5086455-upload-closeout-documents.md)
- [Introduce Your Subs to Buildr](http://help.buildrtech.com/en/articles/5086459-introduce-your-subs-to-buildr.md)
- [Identify Submitters](http://help.buildrtech.com/en/articles/5086464-identify-submitters.md)
- [Request Requirements](http://help.buildrtech.com/en/articles/5086467-request-requirements.md)
- [Reviewing and Completing Requirements in Buildr](http://help.buildrtech.com/en/articles/5047623-reviewing-and-completing-requirements-in-buildr.md)
- [Syncs](http://help.buildrtech.com/en/articles/4189083-syncs.md): How to bring Procore documents into Buildr using Syncs
- [Settings and Last Steps](http://help.buildrtech.com/en/articles/4189091-settings-and-last-steps.md)
- [Final Closeout Package](http://help.buildrtech.com/en/articles/4189098-final-closeout-package.md): Invite owners to access their closeout documentation, submit warranty requests, and set up Buildr on a mobile device.
- [Warranty Management](http://help.buildrtech.com/en/articles/4189093-warranty-management.md)

## Account Management

- [Manage Account Team Members](http://help.buildrtech.com/en/articles/3661160-manage-account-team-members.md): Invite, update, and remove users in the account settings
- [Manage Account Roles and Permission Levels](http://help.buildrtech.com/en/articles/6464357-manage-account-roles-and-permission-levels.md): How to manage the account permission levels of your team.
- [Upload Your Account Logo](http://help.buildrtech.com/en/articles/15706927-upload-your-account-logo.md): Upload your company logo to your Buildr account
- [Manage Default Closeout Categories](http://help.buildrtech.com/en/articles/15706991-manage-default-closeout-categories.md): Set the default closeout categories used when new projects are created
- [Manage Account Trades](http://help.buildrtech.com/en/articles/15710543-manage-account-trades.md): View trades, add new trades, and export your account trade list
- [Manage Business Units](http://help.buildrtech.com/en/articles/15715185-manage-business-units.md): Create and manage the business units used to organize projects and warranty issues
- [Manage Project Templates](http://help.buildrtech.com/en/articles/15927032-manage-project-templates.md): Create and manage reusable project templates
- [Account Dashboard](http://help.buildrtech.com/en/articles/15927330-account-dashboard.md): Monitor closeout progress and warranty activity from the dashboard.
- [Generate a Closeout Overview by Project Report](http://help.buildrtech.com/en/articles/15928116-generate-a-closeout-overview-by-project-report.md): Generate an account-level closeout summary across projects
- [Generate Warranty Issues Report](http://help.buildrtech.com/en/articles/8550351-generate-warranty-issues-report.md): How to generate a Warranty Issue report at the account level
- [Custom Reports](http://help.buildrtech.com/en/articles/4813518-custom-reports.md): How to create and subscribe to Custom Reports

## Project Setup

- [Buildr Walkthrough](http://help.buildrtech.com/en/articles/4732552-buildr-walkthrough.md): Watch a full Project Closeout in 11 minutes to refresh your memory for an upcoming project.
- [Set Up a Project in Buildr](http://help.buildrtech.com/en/articles/2624008-set-up-a-project-in-buildr.md): How to get your first project setup in Buildr
- [How to Set Up Multiple Projects in Buildr](http://help.buildrtech.com/en/articles/6497207-how-to-set-up-multiple-projects-in-buildr.md): Connect multiple Buildr projects to one Procore project
- [Add and Remove Team Members from a Project](http://help.buildrtech.com/en/articles/3674141-add-and-remove-team-members-from-a-project.md)
- [Add Companies and Contacts to the Project Directory](http://help.buildrtech.com/en/articles/3637173-add-companies-and-contacts-to-the-project-directory.md): Build out your project directory
- [How to Import Companies and Contacts Using a CSV](http://help.buildrtech.com/en/articles/4438406-how-to-import-companies-and-contacts-using-a-csv.md): Import your contacts and companies from a CSV into the project directory
- [Designate Primary Contacts](http://help.buildrtech.com/en/articles/3613751-designate-primary-contacts.md)
- [Create Specifications](http://help.buildrtech.com/en/articles/15948597-create-specifications.md): Import specifications from Procore or create them manually
- [Guide to Utilizing Locations](http://help.buildrtech.com/en/articles/8533732-guide-to-utilizing-locations.md)
- [How to Delete a Project](http://help.buildrtech.com/en/articles/6454220-how-to-delete-a-project.md)

## Requirements

- [How to Create and Request Requirements](http://help.buildrtech.com/en/articles/4919023-how-to-create-and-request-requirements.md): Learn the four ways to create project requirements
- [How to Import Procore Submittals into Buildr as Requirements](http://help.buildrtech.com/en/articles/4385354-how-to-import-procore-submittals-into-buildr-as-requirements.md): How to import and manage your Procore submittals in Buildr
- [Streamline Project Requirements with Templates](http://help.buildrtech.com/en/articles/4377567-streamline-project-requirements-with-templates.md): Create reusable requirement templates
- [How to Import a Requirement Spreadsheet into a Project](http://help.buildrtech.com/en/articles/3493999-how-to-import-a-requirement-spreadsheet-into-a-project.md): Import a CSV template of Requirements into a project
- [How to Create Internal Requirements](http://help.buildrtech.com/en/articles/8386866-how-to-create-internal-requirements.md): Create internal requirements that are visible only to your team
- [How to Edit a Requirement](http://help.buildrtech.com/en/articles/3335890-how-to-edit-a-requirement.md): Change status, description, assignee, category, and spec section
- [How to Add Portal Attachments](http://help.buildrtech.com/en/articles/8175363-how-to-add-portal-attachments.md): Attach forms or templates for your submitters to download
- [Bulk Delete Requirements](http://help.buildrtech.com/en/articles/8598243-bulk-delete-requirements.md): How to delete requirements in bulk
- [Identify and Manage Requirement Submitters](http://help.buildrtech.com/en/articles/16042555-identify-and-manage-requirement-submitters.md): Choose the contacts who should receive and submit your project’s Requirements
- [Create an Email Signature](http://help.buildrtech.com/en/articles/16075697-create-an-email-signature.md)
- [How to Request Closeout Documents from Trade Partners](http://help.buildrtech.com/en/articles/3995315-how-to-request-closeout-documents-from-trade-partners.md)
- [How is the Requirement Viewed by the Subcontractor?](http://help.buildrtech.com/en/articles/3218481-how-is-the-requirement-viewed-by-the-subcontractor.md)
- [How to Upload a Closeout Document to a Requirement](http://help.buildrtech.com/en/articles/4558240-how-to-upload-a-closeout-document-to-a-requirement.md)
- [How Does the Reminder Function Work?](http://help.buildrtech.com/en/articles/3218485-how-does-the-reminder-function-work.md)
- [How Do I Change My Notification Settings?](http://help.buildrtech.com/en/articles/4489718-how-do-i-change-my-notification-settings.md): Learn how to subscribe/unsubscribe to notifications
- [How to Send Documents to Architects or the Design Team for Approval](http://help.buildrtech.com/en/articles/4649765-how-to-send-documents-to-architects-or-the-design-team-for-approval.md): Learn how to request approval from architects and/or your design team before adding the documents to the Closeout Package.
- [Reviewing Documents for Closeout? Meet Buildr.](http://help.buildrtech.com/en/articles/4769458-reviewing-documents-for-closeout-meet-buildr.md): As an Architect, Engineer, or Design Team, you may be asked to review documents for closeout using Buildr. Here are the basics.
- [Generate a Project Overview Report](http://help.buildrtech.com/en/articles/3193714-generate-a-project-overview-report.md): Generate a requirements report for a project
- [Subcontractor? Meet Buildr.](http://help.buildrtech.com/en/articles/4694313-subcontractor-meet-buildr.md): Get to know Buildr, the software your GC would like you to use to upload closeout documents.

## Project Delivery

- [How to Use 7zip to Extract Files](http://help.buildrtech.com/en/articles/5213225-how-to-use-7zip-to-extract-files.md)
- [How to Invite Owners to View the Closeout Package Online, PDF, or Mobile](http://help.buildrtech.com/en/articles/4195902-how-to-invite-owners-to-view-the-closeout-package-online-pdf-or-mobile.md): Invite owners to access their closeout documentation, file warranty requests, export a project, and set up Buildr on a mobile device.
- [How to Export a PDF of your Closeout Package](http://help.buildrtech.com/en/articles/2816770-how-to-export-a-pdf-of-your-closeout-package.md): Export your project in PDF format.
- [How to Open the Project Closeout Package Zip File and Use the Table of Contents](http://help.buildrtech.com/en/articles/3771018-how-to-open-the-project-closeout-package-zip-file-and-use-the-table-of-contents.md): Extracting the PDF and using the Table of Contents
- [How to Customize the Closeout Package](http://help.buildrtech.com/en/articles/5043053-how-to-customize-the-closeout-package.md)

## Warranty Management

- [Warranty Management Tool](http://help.buildrtech.com/en/articles/4636997-warranty-management-tool.md): This video covers how to manage warranty requests and distribute them to the appropriate subcontractor.
- [How do Warranty Period Notifications Work?](http://help.buildrtech.com/en/articles/6399487-how-do-warranty-period-notifications-work.md)
- [How to Make Sure Warranty Issues Are Visible to Your Team](http://help.buildrtech.com/en/articles/6421198-how-to-make-sure-warranty-issues-are-visible-to-your-team.md): Warranty Issue Access - Make sure your Owners, Property Managers, Subcontractors, etc are set up with the right viewing permissions.
- [How to Share a Warranty Issue](http://help.buildrtech.com/en/articles/3516858-how-to-share-a-warranty-issue.md): Share a warranty issue to send notifications
- [How to Subscribe to Warranty Notifications](http://help.buildrtech.com/en/articles/3550289-how-to-subscribe-to-warranty-notifications.md)
- [How to Create a Warranty Request with the Warranty Portal](http://help.buildrtech.com/en/articles/4353250-how-to-create-a-warranty-request-with-the-warranty-portal.md): Using the warranty request portal to create an issue
- [How to Import Warranty Issues from CSV](http://help.buildrtech.com/en/articles/3991649-how-to-import-warranty-issues-from-csv.md): Import a CSV into the warranty issues tool
- [How to Create, Delete, and Restore Warranty Issues](http://help.buildrtech.com/en/articles/8514467-how-to-create-delete-and-restore-warranty-issues.md)
- [How to Disable Warranty Requests](http://help.buildrtech.com/en/articles/9492880-how-to-disable-warranty-requests.md)
- [The Subcontractor's Role in Warranty Management](http://help.buildrtech.com/en/articles/5007903-the-subcontractor-s-role-in-warranty-management.md)
- [Manage Warranty Issue Settings](http://help.buildrtech.com/en/articles/15714981-manage-warranty-issue-settings.md): Set the root causes and trades used to classify warranty issues
- [Create a Warranty Report at the Project Level](http://help.buildrtech.com/en/articles/15928217-create-a-warranty-report-at-the-project-level.md): Generate a warranty issue report for a project and download it as a PDF or CSV

## Procore \<\> Buildr Integration

- [Procore Best Practices](http://help.buildrtech.com/en/articles/4953693-procore-best-practices.md): Two quick steps to ensure a smoother closeout for your team.
- [What is Synced from Procore from the Syncs Tool?](http://help.buildrtech.com/en/articles/4860368-what-is-synced-from-procore-from-the-syncs-tool.md): The Syncs tool allows you to create a live integration with your Procore account, but what exactly gets brought over?
- [How to access Buildr from within your Procore account](http://help.buildrtech.com/en/articles/9731427-how-to-access-buildr-from-within-your-procore-account.md): Guide to the Procore\<\>Buildr Embedded experience

## Buildr for Owners

- [What is Buildr?](http://help.buildrtech.com/en/articles/4368382-what-is-buildr.md): How Buildr works, what it can do for your business, and how you can get started.
- [How do I accept an invite to Buildr?](http://help.buildrtech.com/en/articles/4375608-how-do-i-accept-an-invite-to-buildr.md)
- [Adding Other Users to Your Project in Buildr](http://help.buildrtech.com/en/articles/4935643-adding-other-users-to-your-project-in-buildr.md): Inviting other users to your project in Buildr for Owners
- [As an Owner, how can I view my Closeout Documents online?](http://help.buildrtech.com/en/articles/4616179-as-an-owner-how-can-i-view-my-closeout-documents-online.md): As an Owner invited to use Buildr, here are some instructions to navigate your new Buildr account.
- [How to Submit Warranty Items as an Owner](http://help.buildrtech.com/en/articles/5031578-how-to-submit-warranty-items-as-an-owner.md): This article will show Owners and Property Managers how to submit Warranty Items as requests.
- [How to Export a PDF of your Closeout Package as an Owner](http://help.buildrtech.com/en/articles/8515484-how-to-export-a-pdf-of-your-closeout-package-as-an-owner.md): Export your Project Documents in a PDF Format as an Owner
- [How to Setup the Buildr Handover Mobile App](http://help.buildrtech.com/en/articles/3607557-how-to-setup-the-buildr-handover-mobile-app.md)