Hello Builterra Users!
Recent studies and surveys clearly show that resource planning in project management is becoming more and more important – even at the top levels. And all appropriate roles must be involved. Fortunately, Builterra delivers a project management platform where all key roles are involved in all aspects of the project accordingly such that resource planning is executed efficiently, and in real time. In this newsletter, we share new improvements and updates to keep you in the loop on all things Builterra. You will also find a FAQ section, which we hope you find helpful.
-The Builterra Team
Round Table Discussion
Want to have a say in the newest round of Builterra developments? If so, click here to sign up to be part of our Round Table Discussions where you'll have the opportunity to learn, discuss, and suggest new ideas for the Builterra platform. If you have an idea you'd like to share or just want to be part of the conversation, let us know by signing up. Our best ideas come from you!
Web Platform Updates
External User Custom Roles
For the past few months, we've migrated a handful of clients to our new and updated Roles & Permissions system. As a consequence, our upgraded clients can create custom roles and assign them to their External Users in the same manner as you would Account Users. For more information, reach out to firstname.lastname@example.org!
In order to give you more granular control of progress payments, we've implemented Custom Holdbacks! You can now add a custom holdback to any PC by selecting 'Item Holdbacks' from the Edit PC page, and then click 'Add' next to Custom Holdback, as shown below. Your custom PC output may not support this functionality; reach out to Support@Builterra.com for more information!
New RFIs and Submittals (BETA)
Effective communication is a vital part of any project. Here you can view request for information and submittals, upload documents and set response due dates. With document uploading, marking up, and signing off all in one place, as well as due dates and statuses, you'll always be on top of your documentation! This is a secure system which offers RFIs and Submittals through role based access functionality, which requires account migration. If you are interested in RFIs and Submittals, kindly reach out to your friendly Builterra support representative via Support@Builterra.com
Did You Know?
We've updated our login and registration screens! If you are using Builterra login, you can simply enter your email and password to login; whereas, if you choose to login with Microsoft, you'll be using your Microsoft email and password. The same applies during registration. For more information, reach out to Support@Builterra.com!
Builterra Users Twitter Account
Did you know that Builterra is on Twitter? We recommend all of our clients to follow our Technical Support Twitter page @BuilterraUsers to stay up to date with all the latest Builterra updates. You will also find helpful tips and tricks to get you more comfortable with the platform!
Builterra's Training Portal:
Did you know that Builterra clients have access to an extensive training program? If this is news to you, you might want to read on for more information.
To access the training portal:
- Login to https://portal.builterra.com/
- Click on https://portal.builterra.com/Training (or from the main menu via 'Profile' -> 'Training')
Below are the links videos that we believe will help you get started within Builterra.
- Use Mobile App to Create an Inspection
- Use Web Portal to Edit an Existing Inspection
- How to Find and use the Builterra Task Portal
- Create and Use E-mail Groups
Mobile App Updates
Login Using Microsoft!
When the line between business and personal gets blurred, it can lead to problems, security risks, and loss of important business data. In order to improve security, clients have opted to integrate Builterra with their Microsoft account. In order to accommodate iPhone (iOS) users, our latest iOS mobile update will allow them to login on the app using their corporate Microsoft login!
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!
"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.
- Login to the Builterra mobile app
- On the Project/Form selection screen, tap on the menu button
- 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):
- Resetting password as an Account Admin
- Resetting password as a Builterra User
- Connecting Microsoft Account
Client security is very important to us!
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!
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 email@example.com
For technical support, please email firstname.lastname@example.org 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