avatarby Jeff LyonsLast updated September 5, 2023Category: Newsletter

Hello Builterra Users,

It is said that harnessing the power of effective project management can be your secret weapon for increasing project productivity by up to 25%! At Builterra, we're not just about features; we're about empowering your contract administration journey. Our most recent updates and enhancements are set to redefine your experience as such. From our upcoming migration to the new project-based system and inspection portal, to the grand unveiling of Builterra Mobile App 2.0, Tender Spec Analysis feature, and Mass Cost Sharing, we're rewriting the playbook for success. Read on to discover how these innovative additions can reshape the way you conquer construction challenges. Let's raise the bar together!

Upcoming Conferences

Transportation Association of Canada (TAC) Conference 2023:

This year's edition of TACC Conference will be hosted in Ottawa, Canada running from September 24 to September 27. TAC’s annual conference is the largest national gathering of transportation professionals working in road and highway infrastructure and urban transportation in Canada. The event is expected to draw nearly 1,400 professionals from businesses, municipalities, government transportation departments, associations and academia. We'll be at booth#22. Feel free to stop by, if you're there!

Municipal Engineers Association (MEA) 2023:

The MEA is pleased to advise that its 2023 Conference will be hosted by the City of Sarnia County and the County of Lambton from November 14 to November 17. The theme of this year’s Conference is: BRIDGING THE FUTURE. Builterra is a frequent sponsor of MEA with private event hosting and much more. We'll be located at booth#8. Save the date and meet us there!

Aziz and Dan at MEA 2022

Live Webinar Sessions

Civil 3D - Design Connect:

Learn all about Civil 3D and Design Tools with Builterra's Landproject Toolkit. If you're a CAD Manager or Designer who needs to learn how to quickly create accurate quantity data for bids/tenders, you won't want to miss this webinar session with Jeff Lyons, Director of Product Innovation for Builterra.

Date/Time: September 7th 3pm ET
Register: Click Here!

New Builterra Pro Mobile App:

This general information session is for Field Managers and Inspectors who are looking to implement the new features of Builterra Pro Mobile App for iOS and Android. The mobile application is a data driven mobile app used to collect geolocated data and photos, manage tasks in the field. Access to contract quantities and specs allow for real-time progress tracking in the field. Enhanced features to access project documents and redline PDF is also featured in this webinar.

Date/Time: September 14th 3pm ET
Register: Click Here!

Subsurface Utility Engineering:

Learn all about Builterra's solution for S.U.E professionals. With features like mobile data collection, real-time cloud updates, and AutoCAD integrated custom-made deliverables ; Builterra makes it easy to manage and track the progress of all Subsurface utility projects. Join us for an informative live session with Builterra's Director of Platform Innovation!

Date/Time: September 20th 3pm ET
Register: Click Here!

Web Platform Updates

Project-Based User Interface:

Our project-based system will be officially live on August 21st! For more information, or if you have any questions or concerns, reach out to Support@Builterra.com

Tender Analysis:

Prior to submitting your tender for review, make sure to click on our newly implemented Tender Analysis button! This option will let you know if you have tables with missing quantities, units, long descriptions and much more. If you require help with this feature, reach out to your friendly support member at Support@Builterra.com

PC Bulk Pay Item Edits:

If you need to make bulk pay item adjustments, this implementation is especially for you! You can now export/import PC pay items and make large scale adjustments with the appropriate comments added. Simply use the export options and adjust as you see fit. Once completed, import the updated spreadsheet right back into Builterra! For more information, or if you have any questions or concerns, reach out to Support@Builterra.com

Meeting Minutes:

We're thrilled to introduce our newly implemented Meeting Minutes feature, designed to enhance collaboration and streamline project communication. With Builterra, you can now set up project-based meetings directly within the platform, ensuring that all relevant information is organized in one central location. Our Meeting Minutes feature allows you to create agendas, invite attendees, attach relevant documents, specify meeting locations, and even provide meeting links for remote meetings. This comprehensive solution ensures that all project stakeholders stay informed and aligned, saving time and improving project efficiency. Experience the convenience of Meeting Minutes with Builterra and take your project communication to the next level! For more info on this topic, reach out to Support@Builterra.com

Transmittals:

Embrace the convenience of secure and efficient document sharing with our newly implemented Transmittals feature. With this powerful tool, you can now effortlessly send important project documents to multiple recipients while ensuring tracking and accountability. The Transmittals feature allows you to specify recipients, attach relevant documents, set expiration dates, and track delivery status—all within the Builterra platform. Experience the ease and control of Builterra's Transmittals feature and elevate your project collaboration today! If you need assistance navigating to our new user interface, reach out to Support@Builterra.com

Did You Know?

Inspection Edit Page:

Builterra is excited to announce the newly updated Inspection edit page, designed to provide a user-friendly and intuitive experience for managing inspections. We highly recommend switching to our new project-based system to fully leverage this improved feature and optimize your inspection management process. If you need assistance navigating to our new user interface, reach out to Support@Builterra.com

Analytics Dashboards:

Builterra's updated project user interface now features an analytics dashboard that provides a comprehensive view of project data. The dashboard includes intuitive pie charts and graphs that make it easy to monitor key performance indicators and track progress. Users can quickly and easily see project status, tendering, inspections, progress payments and other important metrics. The analytics dashboard is an essential tool for anyone looking to improve project management and ensure successful project outcomes. For more information, reach out to Support@Builterra.com!

AutoCAD Extensions Supported:

We're excited to announce our latest capability of allowing AutoCAD files to be opened in our Document Repository. Users can now access AutoCAD files directly within our platform, allowing you to host all your files in one, centralized location. This includes, but not limited to the following formats; DWG, DWS, DWT, DXB, DXF, etc. Furthermore, you can share or send these files through the appropriate workflows. Try it out for yourself and see how it can benefit your construction administration workflows. For more information, reach out to Support@Builterra.com!

Change Order Workflow:

Builterra is excited to introduce our newly implemented Change Order workflows, designed to enhance project efficiency and streamline the change management process. With our platform, you can now set up project-based Change Order workflows, allowing for a seamless transition from change identification to approval and implementation. Our intuitive interface enables you to easily manage and track Change Orders, ensuring clear communication and accountability among project stakeholders. Additionally, we have added a new feature that allows you to request a quote on Change Order items directly from contractors, providing greater transparency and cost control. For guidance on this topic, reach out to Support@Builterra.com

Cost Sharing:

Builterra's cost sharing capabilities are mostly unnoticed by majority of our users. Our cost sharing system allows for greater flexibility and control over project finances. With the ability to set up responsible accounts for payment of specific tendered line items, project managers can more easily track and manage project costs. This feature is particularly useful for larger projects where multiple stakeholders are involved, as it ensures that each party is responsible for their respective costs. If you want help setting up your cost sharing accounts or have any questions or concerns, kindly reach out to your friendly Builterra support representative via Support@Builterra.com.

Workflow Portal:

Perhaps the most powerful yet underrated and underutilized aspect of Builterra is our Workflow Portal. The workflow portal allows users to ask other individuals for approvals in our new and updated portal style. The approver can also add comments to their answer of accepting or rejecting an approval. To utilize the portal, you will now need to add requestees to the workflow item; these are the individuals you need approval from to continue the items' progression. If you have any questions or concerns, kindly reach out to your friendly Builterra support representative via Support@Builterra.com

Mobile App Updates

Android Mobile-App:

We have launched our new mobile app and we want users like you to give it a try! The app allows for easy access to your projects on-the-go, enabling you to quickly check project information, create inspection reports, and communicate with your team. Plus, with our latest update, you can do a lot more than that! If you're an Android or iOS user, be sure to try out our new app by downloading it from the appropriate app store.

Mobile-App Photo Contest:

We are excited to announce a fantastic opportunity for you to showcase your projects on our new mobile app! We invite you to submit your best inspection photos for a chance to be featured as the monthly background photo on our app. This is your chance to share your impressive work and be recognized by the Builterra community. Simply submit your photos to our support team at support@builterra.com, and our team will carefully review all entries. Make sure you include project details with your submission. Don't miss out on this incredible chance to shine!

Inspection Review:

Since some inspection reports might require external reviewers, Builterra's mobile app allows field staff to send a report to be reviewed by selecting an e-mail or project group available within the project. In most instances, these e-mail/project groups are setup by an account admin or project manager. As a consequence, the inspector might not have a clear idea of who they are requesting a review from. Our latest update will allow field staff to see exactly who they are sending their reports to specifically by listing all the individuals within the selected group, as shown below. For more information, reach out to Support@Builterra.com!

Frequently Asked Questions

Project Sub-Folders: "How do I create a project within a specific sub-folder?"

If you find yourself struggling to figure out how to create projects and place them within a specific sub-folder, read on to find the simple solution to your dilemma. First, start by locating the Project Portal. You can find it on your log-in screen, if previously set as a favorite, or from the main menu by hover over 'Portal', then 'Project', and clicking on 'New Project.' From there, locate the drop down menus titled "Major Group" and "Minor Group." Sub-folder structure can be setup by an individual with the appropriate permission levels. Look out for a future update allowing you to rename this sub-folder structure!

Sync Data:

"Why am I not seeing my project on mobile?" "Why is the drop-down menu duplicating my inspection forms?"

Simple response: always sync data when logging into Builterra's mobile app. This will save you a lot of time and spare you the agonizing confusion of why your data isn't showing up accordingly when viewed on your mobile device. Follow the simple steps below, to make sure you're viewing the most up to date data on the mobile app.

  1. Login to the Builterra mobile app
  2. On the Project/Form selection screen, tap on the menu button
  3. Tap on the 'Sync/Sync Data' button 

This works the same for both iOS and Android.

Password Reset: "How can I reset my password?"
With all the passwords we create, forgetting one is commonplace and bound to happen. If you need help resetting your password, the following videos will do the trick, depending on your permission level. You can also avoid creating a new password by logging in with your Microsoft account (video link below):

  1. Resetting password as an Account Admin
  2. Resetting password as a Builterra User
  3. Connecting Microsoft Account

Security Alert

2FA - Two-Factor Authentication Enforcement:

As an added measure of security, we've recently implemented a 2FA(Two-Factor Authentication)! This security measure is currently optional but will be enforced in late 2023. More details on the exact date will be provided in the next few months. If you haven't done so already, enable this feature right from within your Manage Profile section, as shown below. There are two options for this measure; an email or text with 1 time code. In order to set up the text option, your phone number must be added to your profile page. Keep in mind, this feature does not affect users using their Microsoft Login for logging into Builterra. For more information, reach out to Support@Builterra.com!

Phishing is an attempt by cybercriminals posing as legitimate institutions, usually via email, "Smishing" (a.k.a. phishing texting), and "Vishing" (a.k.a. phishing phone calls) to obtain sensitive information from targeted individuals. In other words, you receive an email which claims to be from Builterra asking you to reset your password. This is an example of a 'phishing attack.' Keep in mind, we will never ask you for your account password over email or phone. If you do receive such emails asking for sensitive account information, it is not from us, so do not respond, and contact our support team to let us know. Be on the lookout and stay safe! 

We Want To Hear From You!

Client Success:

We consider our clients' success as our top priority. In order to better serve you, your feedback is crucial in our development and quality control. Furthermore, most of our implemented features have come by way of our amazing clients. With that said, we love hearing your feature recommendations! If you have any features in mind, please reach out to our support staff at 1-833-289-8600 ext.1 or by e-mail at support@builterra.com 

Need Support?

For technical support, please email support@builterra.com for any questions or to organize training from Builterra Technical Support.

We highly recommend you watch the Builterra Introductory video to learn more about what the platform can do for you. Feel free to skip to the part that applies to your job role. 

You can also benefit greatly from Builterra's Training Modules. Check out the videos therein for more information.

We’re always updating the Builterra app based on feedback from users like you. Make sure you update your app often for the latest and greatest. 

Welcome to your new and improved job, 
-The Builterra Support Team

avatar

Jeff Lyons

With over 20 years of experience in the municipal and land development sector, Jeff Lyons is dedicated to creating innovative civil engineering software solutions. As a founding partner and Director of Platform Innovation at Builterra, Jeff is a sought-after instructor and guest speaker who regularly engages with clients and associations to share insights that drive the industry forward. Jeff received his diploma in mining engineering technology from the Haileybury School of Mines (Northern College), and his diploma in geological technology (geophysics) from Sir Sandford Fleming College.

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