Accessing Projects
Hover over Projects → click Project Management.
The Project Management table shows all Projects.
Filter for specific Projects or use saved Table Views for a custom display.
Switch between table view and grid view (tile display with photos) by clicking the grid icon (upper right corner).
Click + ADD PROJECT (upper right corner) to add a new Project.
Project Setup Steps
Project Information
Schedule of Values (SOV)
Cost Codes
Add Budget
Step 1: Project Information
1.1 Overview
Project Number - Depending on your setting, project number can be auto populated or need to be entered manually.
Project Name - Enter a Project name.
Description - Short description of the Project.
Photo - Upload a Project cover photo.
Status - Select from the drop-down:
Bid - In the bidding process.
Accepted - Contract awarded.
Work in Progress - Actively being worked on (only status available in the Mobile App).
Work Complete - Work is done, but billing reconciliation is ongoing.
Closed - No open costs (cannot add new costs).
Void - No signed contract.
Department - Assign the appropriate department.
Scope of Work - Enter project scope details.
Project Type & Sub Type - Categorize the project.
Start & End Date - Define start and end dates.
Warranty Start & End Date - Can be updated anytime.
Contract Date - Date of signed contract.
Certified Payroll - Check if required.
Click CUSTOMER to move to the next section.
1.2 Customer (Billing Customer)
Bill To - Choose from Project Owner, General Contractor, or Specialty Contractor.
Customer Project Number - Enter the billing customer’s project number.
Property - Select the property.
Project Address - Enter manually if the property is not in BuildOps.
Sales Tax Rate - Select or set up a new tax rate in Accounting Settings.
Click CONTACTS to proceed.
1.3 Contacts
Internal Contacts - Assign a Project Manager, Foreman, and Sales Representative.
External Contacts - Assign a GC Project Manager and GC Superintendent.
Architect & Engineer - Manually enter these contacts if applicable.
Click NEXT STEP to continue.
Step 2: Schedule of Values (SOV)
SOV line items appear on the Project’s Pay App/Invoice.
Can have one or multiple SOV line items.
Click + ADD SOV ITEM to add line items.
Assign Description of Work, Contract Value, Department, Accounting Item, and Retainage.
Rearrange or delete lines as necessary.
Click NEXT STEP to continue.
Step 3: Cost Codes
Cost Codes track costs charged to the Project.
Select Company Cost Codes or create Project-Specific Cost Codes.
Click NEXT STEP to continue.
Step 4: Add Budget
Allocate Costs to Cost Codes and Cost Types.
Add a Sell Price to track expected revenue.
Define Labor Hours, Labor Rate, Install Units, and other budget components.
Click SAVE to finalize Project setup.
FAQs
Do I have to complete all steps at once?
No, only Step 1 is required initially. Click SAVE and return later.
Can I edit SOV later?
Yes, click EDIT PROJECT and navigate to Step 2.
Why can't I create a Purchase Order for my Project?
Check that budget dollars have been properly allocated.
Why can't I create a Pay App?
Ensure Project and Phase Start/End Dates align with the Pay App date.
Should I use the Service or Project module?
If the Project lasts only a few weeks, use the Service module unless AIA Billing/G702 billing is required.
Can I archive Cost Codes even if they’re still being used in active projects? Will that cause any issues?
No, archiving Cost Codes won’t cause any issues. Projects that already use those Cost Codes will retain them, so it’s safe to archive.
Why can't I edit Project Number?
Once project synced to your Accounting Integration, the pencil button to edit the project number is greyed out. If you need it changed, please reach out to BuildOps Support team.
What does the Export button on the top right corner of the Project page do?
The Export button on a Project page in BuildOps is used to sync the latest project data with your Accounting Integration system. When clicked, it initiates a process that pushes updates from the project to connected platforms, helping ensure all systems reflect the most current project information. This keeps your records accurate and up to date without manual data entry flow.
Can I edit the Schedule of Values (SOV) after saving the project?
Editing the SOV is allowed only if no Pay Application has been created yet. Once a Pay App is generated, the SOV becomes locked, and edits or reordering are no longer possible to maintain financial accuracy.
If the project came from a Quote, the same behavior applies — once a Pay App exists, the SOV is locked.
Why is the project budget and SOV not carrying over from the quote?
This occurs when the quoted project creation process isn’t completed through to the final Save step. If you only click Save on Step 1 and skip the remaining steps, the budget and SOV from the quote won’t carry over. To ensure they transfer correctly, complete all steps in the project creation flow before hitting Save at the end.