Builterra Training Portal Introduction

The Builterra training portal is the best place to go if you are learning Builterra for the first time or need a refresher on how to use the platform. The training portal contains a video on almost everything you need to know about the training portal. The training portal is organized into training courses. Each course will explain what you need to know about one of the portals we have within the platform. 

How to Access the Training Portal

To access the Builterra training portal, follow the steps below:

1. Click on the 'Training' portal button found on the Main Menu/Welcome Page:

2. Select an item on the screen's top-left to view the available training courses

3. Select a video under the training course, for example, the "Mobile Inspector" video

As you can see, each training course offers a training video, a written script of the video, a quiz, and a button to share the training video for those who wish to share what they found with their co-workers.

Recommended Videos for Inspectors

• Use Mobile App to Create an Inspection
• Use Web Portal to Edit an Existing Inspection
• Create and Use Templates in App + Import
• Create and Use E-mail Groups
• Add to Project-Specific Lookup Lists as Required
• Use the Mobile App to Edit an Inspection
• Using the Multiple Inspections Button

Recommended Videos for Contrat Administrators

• Use Web Portal to Edit an Existing Inspection
• Create and Use Templates in App + Import
• Create and Use E-mail Groups
• Add to Project-Specific Lookup Lists as Required
• Configure Themes and Filters
• Creating and using an Inspection Template
• Creating a new Project and Learning about Permissions
• How to create your first Payment Certificate
• How to create your Second Payment Certificate
• How to create your first Change Order

Recommended Videos for Project Managers

• Add to Project-Specific Lookup Lists as Required
• Introduction to the Report Portal
• Introduction to using the Workflow Portal
• Creating Custom Filter and Requestee Templates
• Introduction to the New Approvals Portal

Recommended Videos for Tender/bid Design

• Adding Items from an Existing Template
• Manual Pricing Input via Spreadsheet
• Exporting & Importing to Bids&Tenders
• Making Unique Items
• Adding and Viewing Specifications
• Viewing Cost Estimates and Overriding
• Putting Together Tender Document Structure
• Creating, Using and Editing Bidders
• Opening up the Tender for Bidders
• Understanding, Managing and Releasing Addendums using our automatic addendum tracker
• Analyzing Bids and awarded your tender

Next steps

• Watch a few training videos in the Builterra Training Portal
• Let us know if this article was helpful below.