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Quick Start
Getting Started with Buildr
The Buildr Playbook: Fundamentals and Best Practices
Overview
CRM
Analytics
Workforce
Import Your Data
Import Companies
Import Contacts
Import Leads
Import Projects
Update Existing Projects
Import Closed Billing Periods
Support
API Reference
Buildr University
Estimating 101
Budget Walkthrough
Main Budget
Import Budget
Target Budget
Change Requests
Milestones
Cost Model
Cost Code Management
Account Setup
Account Permissions
Divisions
Project Settings
Project Events
Market Sector Upgrade Guide
Custom Fields
Custom Activities
Go/No-Go
Buildr Mobile App
CRM
Leads
Directory
Contacts
Projects
Project Documents
Reports
Collaboration
Subscriptions
Mentions
Notifications
Tasks
Task Templates
Views
Filtering
Columns
Creating and Saving Views
Exporting Views
FINANCIALS
Prime Contract
Project Forecast
Forecast Reports
Budgeting
Main Budget
Markups
Target Budget
Import Budget
Change Requests
Budget Comparison
Milestones
Cost Model
Budget Settings
Cost Codes
Cost Types
Group Types
Measurement Types
Sub Jobs
Migrate Estimates
Integrations
Procore
Connect Microsoft 365
Log Emails with the BCC/Forward Integration
Calendar Sync
WORKFORCE
Creating Workforce Roles
Importing and Exporting Your Employees
Employee View
Employee Certifications
Workforce Assignments
Guide to Utilization in Workforce
Resolving Over-Allocation Issues in Workforce
Employee Bench
Employee Dismissals
Insights: Workforce Reports
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Updated 4 months ago
