Projects overview
A project is a single construction project — a building, a site, a development. It's the container for everything you track in Builddar: zones, drawings, issues, companies, checklists, documents, and reports. Every project belongs to one organization.
The project lifecycle
A project moves through a few states over its life:
| State | What it means |
|---|---|
| Setup | The project was just created and is being configured. Only organization admins can see and work in it. Issues can't be created yet. |
| Active | The project is live. All its members can access it and log issues. This is the normal working state. |
| Completed | Work is finished. The project is marked done but stays available for reference. |
| Archived | The project is put away and hidden from the normal list. It can be brought back later. |
A project is in exactly one of these states at a time. You move between them with the lifecycle actions covered in Project lifecycle.
What's inside a project
- Members — the people who work on the project, each with a role and a company.
- Companies — the contractors and firms involved, each with a type and trades.
- Phases — optional stages (e.g. Foundation, Fit-out) you can group issues by.
- Zones, Drawings, Issues, Checklists, Documents, Reports — covered in their own sections.
Who can do what
Project work is governed by project roles:
- Manager — full control: settings, members, companies, phases, and all day-to-day work.
- Collaborator — the operational role: creates and manages issues, runs checklists, uploads documents, generates reports. Can view members and companies but not manage them.
- Guest — company-scoped and mostly read-only: sees only their own company's issues, can change issue status and comment, but can't create issues or manage anything.
Organization admins sit above all of these — they create projects, activate them, and can access every project in the organization.
Creating and activating a project, and completing or unarchiving it, are organization admin actions. Most other management (settings, members, companies, phases) is available to a project Manager too.