The Project View: 8 Tabs Explained

When you open a project in Baulit, you land in the project view. This is your command center for a single construction project. Everything you need — tasks, budget, schedule, change orders, daily logs, files, and activity history — is organized across eight tabs.

The Project Header

Before diving into the tabs, notice the project header bar at the top. It shows:

• Project name and type (Custom Home, Renovation, Addition, etc.)
• Address of the job site
• Timeline — start and end dates
• Action buttons:
  • Team — manage team members and roles
  • Edit — update project name, type, address, and dates
  • Report — generate a project report
  • More (…) — Save as Template, Project Documentation, Archive, Delete

The eight tabs are displayed in a 2×4 grid below the header. Click any tab to switch views. The active tab is highlighted so you always know where you are.

1. Overview

The Overview tab gives you a snapshot of the entire project on one screen. It is the first thing you see when you open a project and is designed to answer the question: how is this job doing right now?

What you will find here:

• KPI tiles — task count, completion percentage, overdue tasks, blocked items
• Status donut chart — visual breakdown of tasks by status (Not Started, In Progress, Pending Approval, Complete, Blocked)
• Budget bar — total estimated vs. total spent with a progress bar
• Team roster — who is on the project and their roles
• Buyer information — homeowner or client contact details
• Recent activity — the last few actions taken on the project

Every number on the Overview tab is clickable. Click the overdue count to jump to a filtered task list. Click the budget bar to open the Budget tab. Click a team member to see their assigned tasks.

2. Tasks

The Tasks tab is where you spend most of your time. It shows your complete task list with full hierarchy (phases and sub-tasks), inline editing, and all the tools you need to manage work.

Key features:

• Inline editing — click any task to expand its edit panel directly in the list. Change name, status, duration, dates, assignee, predecessors, and notes without leaving the page.
• Hierarchy view — phases appear as bold navy headers, with child tasks indented below them. Collapse or expand phases to focus on the section you care about.
• Batch operations — select multiple tasks using checkboxes and perform bulk actions (change status, assign, delete). See Batch Operations for details.
• Pagination — large projects with 100+ tasks are paginated for performance. Navigate between pages at the bottom of the list.
• Add tasks — the "Add Task" button at the bottom creates a new task. Check "Create as phase" to make it a phase header instead.
• Task library — reuse tasks from other projects or templates without retyping them.

3. Budget

The Budget tab tracks every dollar on your project. It shows cost line items organized by task, with columns for category, description, estimated cost, and actual cost.

At the top, a budget summary bar shows:

• Total estimated cost
• Total actual (spent) cost
• Remaining budget
• Percentage spent

You can filter costs by category (Labor, Materials, Subcontractor, etc.) and export the full breakdown to CSV for your accountant or QuickBooks.

For the full guide on budget management, see Budget & Cost Tracking.

4. Schedule

The Schedule tab shows your Gantt chart — a visual timeline of every task with bars representing duration and arrows showing task dependencies. This is where you see how tasks connect to each other and identify the critical path (the longest chain of dependent tasks that determines your project end date).

The Schedule tab is a visual companion to the Tasks tab. While Tasks is where you edit individual items, Schedule is where you see the big picture of how the project flows over time.

5. Changes

The Changes tab manages your change orders — the formal documents that track scope changes, cost adjustments, and client requests during construction.

From this tab you can:

• Create new change orders with title, reason, description, and dollar amounts
• Filter by status: Draft, Submitted, Approved, Rejected
• Submit drafts for review
• Approve or reject submitted change orders (with reasons)
• View the printable change order document
• See how approved COs affect your project budget

For the full change order workflow, see Change Orders.

6. Logs

The Logs tab is your daily construction diary. Each entry records what happened on site for a specific date: weather conditions, crew size, work performed, delays, and photos.

Features include:

• One log entry per day (create for today or backfill past dates)
• Automatic weather data from Open-Meteo (no API key needed)
• Photo attachments for visual documentation
• AI-assisted drafting — speak or type a rough summary and let AI restructure it into a proper log format

See Daily Logs for the complete guide.

7. Files

The Files tab shows all project-level attachments: blueprints, specifications, contracts, permits, photos, and any other documents you have uploaded. Files can also be attached at the task level (visible from the task edit panel), and those appear here as well with a reference to the task they belong to.

For details on uploading, organizing, and managing file storage, see Files & Attachments.

8. Activity

The Activity tab shows a chronological log of every change made to the project. It records who did what and when: task created, status changed, budget updated, team member added, change order submitted, and more.

This is your audit trail. If you need to know who changed a task's status last Tuesday or when a change order was approved, the Activity tab has the answer. Entries are timestamped and include the team member's name.

The More Menu

The … (More) button in the project header gives you access to four additional actions:

• Save as Template — saves the current project's task structure (phases, tasks, dependencies) as a reusable template for future projects. Budget amounts and team assignments are not included.
• Project Documentation — generates a comprehensive project document that you can print or save as PDF. Includes task list, budget summary, change order log, and team roster.
• Archive — moves the project to an archived state. Archived projects do not appear on your active dashboard but can be restored later.
• Delete — permanently removes the project and all associated data. This requires a two-step confirmation to prevent accidental deletion.

Navigating Between Tabs

The tab bar stays visible at the top of the project view as you work. Click any tab name to switch instantly. Your scroll position within each tab is preserved, so if you are deep in the task list and switch to Budget and back, you return to where you were.

On mobile devices, the tabs collapse into a scrollable strip. Swipe left and right to see all eight tabs.