Project list and creating a project

What you see on the Projects page

The Projects page is the starting point of daily work in BuildColab. After you sign in or switch company, BuildColab opens it. It shows only:

• projects of the company you have selected in the sidebar;
• projects where you personally are on the project team;
• projects your company has not archived.

A colleague can therefore see a project that you do not: they are on its team and you are not. Ask a colleague with the Projects permission at Edit to add you on the project's Project team page (see Project team and access).

1. The status chips: one per phase, each with the number of projects in that phase. Click a chip to filter.
2. The caption under the chips: by status (по статус) or filter: N statuses (филтър: N статуса).
3. The search field Search for a project… (Търсене на проект…).
4. The Add project (Добави проект) button, which starts the new-project wizard.
5. The project table with the columns Project, Client, Status, Due and Edit.
6. The pencil button Edit project (Редактирай проект) in a row, which opens the project details.

Columns of the project table

• Order: the projects you opened most recently come first; projects you never opened come last. The order is fixed; you cannot sort by clicking a column header.
• Long lists: 50 projects load at a time. More load automatically as you scroll down; there is no "Load more" button.
• Click a row to open the project page. Click the pencil to edit the project without opening it.

How to find a project

1. Open Projects (Проекти) in the company sidebar.
2. Type in Search for a project… (Търсене на проект…). The list filters as you type. The search looks in the project name, the building type, the project description and your company's client name, and ignores upper and lower case.
3. To show only some phases, click one or more status chips above the table, for example Execution (Изпълнение) and Offer sent (Изпратена оферта). Unselected chips are dimmed and the caption reads filter: 2 statuses (филтър: 2 статуса). Click a chip again to remove it.
4. Clear the search with the ✕ Clear search (Изчисти търсенето).

The chips always appear in this order: Budgeting (Бюджетиране), Offering (Офериране), Execution (Изпълнение), Offer sent (Изпратена оферта), Contract proposal (Предложение за договор), Update requested (Заявена актуализация), CONTRACT DECLINED (ОТКАЗАН ДОГОВОР). Each chip counts only active projects you are a member of. If nothing matches, the table shows "No projects match these criteria" (Няма проекти по тези критерии).

How to create a project

A new project is created in a wizard with up to three steps. You need the company permission Projects at Edit.

1. On the Projects page click Add project (Добави проект). You can also open the project chip at the top of the project sidebar and choose Create new project (Създаване на нов проект) at the bottom of the list.
2. Step 1 – details. Fill in the fields described below and click Save project (Запази проект). The button stays inactive until Project name and Building type are filled and valid. Pressing Enter in a field does the same.
3. Step 2 – your role. Under "What is your role in this project?" (Каква е вашата роля в този проект?) click one of the two cards:
   • Investor (Инвеститор) – "I plan and manage the project budget". The project starts in the Budgeting phase and BuildColab creates an empty budget draft named "Draft 1".
   • Contractor (Изпълнител) – "I prepare and submit an offer for the project". The project starts in the Offering phase. Nothing else is created; you start your first offer request or offer from the project.
   If you do not have Budget preparation (Изготвяне на бюджет) at Edit, or your company is on the Free plan, this step is skipped and the project is always created as a contractor project in Offering.
4. Step 3 – members. In "Add a member to the project" (Добавяне на член към проекта) tick the colleagues who should work on the project. You can search by name, e-mail or role, tick a whole role group, or tick All (Всички). You and the company owner are always ticked and cannot be unticked.
5. Click Save (Запази). The project is created and you land on its project page with the message "Project created successfully" (Успешно създадохте проект).

1. The Investor (Инвеститор) card: the project starts in Budgeting with a budget draft.
2. The Contractor (Изпълнител) card: the project starts in Offering.

What happens when the project is created:

• You get Edit on every project permission of the new project.
• The company owner is added to the team automatically, without a notification, unless you ticked them yourself.
• Every colleague you ticked joins the team with the permissions of their company role and gets an in-app notification "{name} added you to project …" with the button Open project (Отвори проекта).
• BuildColab creates the project's own folder in the file manager.

1. The logo field: click it to choose a PNG or JPG image (up to 2 MB).
2. Project name (Име на проект) and Building type (Вид сграда), both required.
3. Client (Възложител), Total GFA (РЗП общо) and Underground GFA (РЗП подземно).
4. The Location (Локация) block: Country, City, Postal code and Address with the map.
5. Save project (Запази проект), active once the required fields are valid.

Project fields

Error messages under the fields: "Required field" (Задължително поле), "The name must be at least 2 characters", "The name must be at most 50 characters", "The field must be at least 2 characters", and "The name contains malicious content -> (script, *, --, ;, /)" when a forbidden character sequence is used.

Start and end dates are not part of the wizard. The Due column and the construction-schedule card on the project page stay empty until dates are set, for example by BORO ("set the project end date to 30.06.2027").

Canceling the wizard

• On step 1, Cancel (Отказ), ✕ or Escape close the dialog at once. Nothing is created.
• On step 2 or 3, ✕, Escape or Cancel open "Discard this project?" (Отказване на проекта?) with the text "If you cancel at this stage, the project will not be created." Click Keep editing (Продължи редактирането) to go back to the same step, or Discard project (Отхвърли проекта) to close without creating anything.

How to edit a project's details

1. On the Projects page click the pencil Edit project (Редактирай проект) in the project's row. Inside a project you can instead open the project chip in the sidebar and click the gear next to a project.
2. Change the fields in "Edit project" (Редактирай проект).
3. Click Save changes (Запази промените). You see "Project updated successfully" (Успешно обновихте проект).

• Only the company that created the project can change its details. Other companies on the project get "You don't have permission to edit this project. Only the organization that created the project can edit it."
• Clearing an optional field (client, city, postal code, address, GFA) and saving does not delete the old value; the previous value stays. To change it, type the new value over it.
• The project page address /projects/{project}/edit is not a working edit screen. Always edit through the pencil or the gear.

How to archive and restore a project

Archiving hides a finished or canceled project from the Projects page, the status counts and the project switcher. Nothing is deleted, and you can restore it at any time. There is no way to delete a project.

1. Open the project in Edit project (pencil on the Projects page).
2. Click Archive project (Архивирай проект), the red button at the bottom left. There is no confirmation step. You see "Project archived successfully" (Проектът е архивиран успешно).

Archiving applies to your company only. The other companies on the same project, such as the investor or your subcontractors, keep it in their lists. Any member of your company with Projects at Edit can archive, even if your company did not create the project.

To restore: open Admin → Organization and find the Archived projects (Архивирани проекти) card. It lists the archived projects you are a member of with Project, Client and Status. Click the restore icon in the Restore (Възстановяване) column. You see "Project restored successfully" and return to the Projects page. See Organization profile.

Messages on the Projects page

Common questions

Related

• The project page
• Project team and access
• Working days and holidays
• Organization profile
• BoQ documents and versions list