Hello Builterra Users,
Welcome to the October 2023 edition of the Builterra monthly newsletter! Just in time for Halloween, we're ready to unveil a bag of treats in the form of updates and implementations that will make your project management journey a little less spooky. Our new project-based system and inspection portal is now live, setting the stage for smoother project administration. We're also brewing up some exciting Builterra Pro Mobile App Q/A Sessions and webinars for your learning pleasure. Dive into this month's issue to discover how these updates can help you carve out success in your projects. Trick or treat? We say treat! Let's explore together!
Municipal Engineers Association (MEA) 2023:
The MEA is pleased to advise that its 2023 Conference will be hosted by the City of Sarnia 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!
Upcoming Q/A Sessions
Builterra Pro Q/A Session 1:
Date/Time: November 20th 10am ET
Teams Link: Click Here!
Builterra Pro Q/A Session 2:
Date/Time: November 21st 3pm ET
Teams Link: Click Here!
Builterra Pro Q/A Session 3:
Date/Time: November 22nd 10am ET
Teams Link: Click Here!
Builterra Pro Q/A Session 4:
Date/Time: November 23rd 3pm ET
Teams Link: Click Here!
Upcoming Webinar Sessions
Webinar sessions have been postponed until early 2024 with date and time yet TBD. Keep an eye out on future editions of this newsletter for more information.
Live Webinar Sessions
We understand that your schedules can get quite hectic, and you might have missed our earlier live sessions. Feel free to access the links below to catch up on the sessions you missed or use them for a quick review of the valuable information shared:
New Builterra Pro Mobile App: Click Here!
Builterra University 2024
As we continue our journey to provide you with impactful insights and exciting learning opportunities, we're exploring the idea of hosting an engaging full-day event in mid-February 2024 (located in the GTA). This event will feature inspiring client success stories, Builterra platform workflows and tips. Additionally, attendees will have an exclusive preview of the upcoming implementations and developments slated for 2024. Beyond the exciting content, this event will provide an excellent platform for networking and a chance to meet the Builterra team.
Click on the link to let us know whether you would be interested in joining us for this exceptional session: Click Here!
Web Platform Updates
New Web Portal UI:
We've officially switched to the latest and greatest portals for both projects and inspections! All feedback from our amazing Builterra members are welcomed!
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
Did You Know?
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!
Tender Spec Editing:
Our latest Tender implementation allows users to edit specification local to the project and tender. With this feature, you can avoid global specification edits, and only update the specification where needed, depending on project variables. If you have any questions or concerns, 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
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.
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
Builterra Pro Updates:
We greatly appreciate your invaluable feedback, which has driven enhancements to various features and settings within the Builterra Pro mobile app, all aimed at significantly elevating your user experience!
1. If you are a member of only one account, it will be auto selected, and the account selector will not show up on the app to reduce clutter and confusion.
2. “Sync All Data” is now live for those who have multiple active projects on the account. This can be accessed by using the menu on the top right-hand corner of the form selection page, home page, or project details page. You can also find your last synced date on the account/project selection page and the project details page.
3. Change project from form selection page is now available! When you tap on the project label a project selection menu tab with search capabilities opens. You can cancel this at any time using the minimize button on the right.
4. Date/time selection can be set together using one button.
If you have any feedback, do not hesitate to reach out to firstname.lastname@example.org
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
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!
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