Introduction to Project Favouriting

Learning how to use the Favourite Project Feature can allow you to sort through various projects with ease. In this document, we will go over the different ways users can set favourites and how to switch from showing only favourited projects to all projects in the project portal. Favourites can also be set by administrators to determine the default list of projects that are loaded on the app and web browser. This should help users stay focused on their assigned projects. 

How to Favourite your first project

When accessing the project portal in Builterra, all active projects will be shown by default. Setting a favourite will make it so that only your favourite projects are shown until you turn the Favourites filter off. To set your first favourite project, follow the instructions below.

    1. Log in to your account on the Builterra web portal and locate the project portal.

    2. Start by left-clicking the project you would like to favourite.

    3. To favourite the project, click on the star Icon in the bottom right corner of your portal.

How to add more Favourites to an existing Favourites list

Now that you have added your Favourite projects, this is how to display your current favourited projects or add more in the future. You can display these favourites by clicking the “Tree View” button twice. This button has three different options: Tree view, List View, and Favourites. Once you select the star symbol (Favourites) button, only your favourite projects will be shown.

    1. In the “Project portal” to add more favourites click the “Star symbol” at the top of your web portal to allow yourself to see all the projects on the Account, so that you can find the project you wish to add.

    2. Now that you can see all of the projects, select the project(s) you wish to favourite.

    3. Once you have selected a project click the black star icon to Favourite that project. The icon will turn purple with a gold star once it is favourited.

    4. As you can see in the bottom right of the web portal the star icon has now turned purple with a gold star, this means the project is now favourited. To display only the favourited projects, click the “Tree View” button twice.

Now you will see that the “Storage Tunnel” project has been added to my favourites.

How to find Favourite Projects on the Mobile App

Now that you have Favourite projects set up, whenever you log in to the Mobile App, your projects will be filtered by Favourites first. If you want to see all projects, you also have the option to “Show all projects”.

1. Tap on “Select Account,” then select the account that contains the favourited project(s).
2. Select the form you would like to create for the project.
3. Tap on “Select Project,” and you will now see your favourited projects, or you also have the option to show all projects.

How to Favourite Projects through the User Profile

    1. Optionally, if you are looking for another way to favourite projects and already know the project name, select the Account portal, open the “projects” dropdown menu next to the Favourites tab, and left-click the project you wish to favourite.

    2. Click the “Add” button once the project is selected to add it to your Favourite.

How to set Favourite Projects for other users

Users can set their own Favourite Projects, but if you have Account Admin permissions and you want to determine the default list of projects seen by users on both the app and the web portal, you can easily regulate the projects that are seen by each user using the favourite project feature. This will help users to not be confused by unnecessary projects, and help them to navigate their current projects.

*To make or remove a Favourite Project for another user you must have Account Admin permissions*

    1. Login to your account on the Builterra website, and navigate to the “Account Portal”

Note: Only users with Account Admin permissions can see the account portal.

    2. Select the account that contains the specific user you wish to add favourite projects for or to.

    3. Click the “Manage Users” tab near the top of your web portal.

    4. Once you have found the user profile you wish to add favourites to, select “Edit Profile” under the Actions tab. (Remember to use the “Edit Profile” button that is across from the account you wish to edit) Only users with Account Admin permissions and the same e-mail domain are allowed to edit another users profile.

    5. Click the settings tab near the top of the web portal

    6. Projects can be found using the “Projects” dropdown menu which will display any project on the account. Once you have found the one you wish to favourite, select the project and click “Add”.

    7. Once you have added the Project (using the “Add” button), you will see a tab labelled “Favourites” which contains all of the favourite projects for that user.

    8. Also you can delete or remove Favourited projects for other users by selecting the project you wish to remove, then clicking the “Remove” button. (As shown in the image above) You can also clear all of the users' current favourite projects by clicking the “Clear” button.

Note: To favourite an inspection form, follow the steps above, but use the 'Forms' drop-down menu.

Next steps

• Favourite your projects and forms within Builterra
• Sync on the mobile app to apply these favouriting changes
• Let us know if this article was helpful below.

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