Multi-Project Management

Most builders are not running one project at a time. You might have three spec homes framing, a custom build in design, and two remodels wrapping up punch lists. Baulit's Dashboard is built for this reality — it gives you a single view across all your active projects with progress tracking, budget summaries, and organizational tools to keep everything straight.

The Dashboard Overview

When you open Baulit, the Dashboard shows every project you have access to. Each project card displays:

Project name and type (New Construction, Remodel, etc.)
Progress bar showing percentage of tasks completed
Budget summary with total budget, spent to date, and remaining
Target date if one is set
Task counts — total tasks, completed, overdue, and blocked

Click any project card to open that project's detail view. Every number on the card is a link to its underlying data — click the overdue count to jump directly to overdue tasks, click the budget spent amount to see cost line items.

Sorting Your Portfolio

The sort dropdown above the project list lets you arrange projects by:

Sort Option	What It Shows First
Name (A–Z)	Alphabetical order
Date Created	Newest projects first
Target Date	Soonest deadlines first
Progress	Least complete first (so you focus on what needs attention)
Budget	Highest budget first

Sorting by target date is particularly useful when you need to prioritize which projects need superintendent attention this week. Sorting by progress helps you identify projects that have stalled.

Project Groups

When you are running many projects, a flat list gets unwieldy. Project groups let you organize projects into named categories that match how you think about your business.

Common grouping strategies

By status: "Active Builds", "In Design", "Punch List / Closeout"
By neighborhood: "Oak Ridge Phase 2", "Downtown Infill"
By type: "Spec Homes", "Custom Builds", "Remodels"
By superintendent: "Mike's Jobs", "Sarah's Jobs"

Creating and managing groups

Switch to Groups view. On the Dashboard, toggle from List to Groups using the view toggle. The project list reorganizes into collapsible group sections.

Open the group manager. Click Manage Groups to open the group management modal. From here you can create new groups, rename existing ones, or delete groups you no longer need.

Create a group. Click New Group, enter a name, and save. The empty group appears on the Dashboard ready for projects to be assigned.

Assign projects to groups. On each project card, use the group dropdown to assign it to one of your groups. A project can belong to one group at a time. Unassigned projects appear in an "Ungrouped" section.

Tip: Groups are collapsible. Click the group header to collapse or expand it. This is especially useful when you have a "Completed" or "On Hold" group that you do not need to see every day.

Renaming and deleting groups

Open the group manager modal to rename or delete groups. Deleting a group does not delete the projects inside it — those projects simply become ungrouped and still appear on the Dashboard.

Portfolio Calendar

The Dashboard calendar aggregates tasks from all your projects onto a single calendar view. This is invaluable for spotting resource conflicts: if two projects both have concrete pours scheduled for the same week, you will see it immediately.

Tasks are color-coded by project so you can distinguish which project each task belongs to. Click any task on the calendar to jump to that task in its project. For details on the calendar interface, see Calendar View.

Insights Tab

The Insights tab on the Dashboard provides a high-level overview of your entire portfolio with key performance indicators.

KPI tiles

Summary tiles at the top show cross-project metrics at a glance:

Active projects — total count of projects currently in progress
Total tasks — aggregate task count across all projects
Overdue tasks — tasks past their target date, clickable to see the full list
Portfolio budget — combined budget across all projects with spent vs. remaining

Donut chart

A donut chart shows the distribution of project statuses across your portfolio. At a glance, you can see what fraction of your projects are on track, behind schedule, or nearing completion.

Budget summary

A cross-project budget summary shows total budgeted, total spent, and total remaining across all projects. Projects with budget overruns are highlighted so you can investigate before they get worse.

Drill down: Every number on the Insights tab is clickable. Click the overdue count to see which tasks across which projects need attention. Click a budget figure to open the Budget Reports for detailed analysis.

Project Limits by Tier

The number of projects you can create depends on your subscription tier:

Tier	Project Limit
Free	2 projects
Pro	25 projects
Enterprise	Unlimited

When you reach your project limit, the "New Project" button shows an upgrade prompt. Existing projects are never deleted or locked when you downgrade — you just cannot create new ones until you are within the limit. See Billing & Upgrades for details on changing your plan.

Tips for Managing Multiple Projects

Start each day on the Dashboard. Sort by target date or progress to see which projects need attention first.
Use groups to match your workflow. If you assign superintendents to projects, create groups by superintendent so each person sees their own portfolio.
Check the portfolio calendar weekly. Look for resource conflicts — two projects needing the same concrete crew on the same day, or inspections stacking up.
Use the Insights tab for owner meetings. The KPI tiles and budget summary give stakeholders a quick portfolio overview without diving into individual projects.
Archive completed projects. Move finished projects to a "Completed" group and collapse it. This keeps your active view clean while preserving historical data.