Mastery

Documentation Export

The Documentation Export generates a comprehensive, print-optimized package of your entire project record. It pulls together task data, daily logs, change orders, activity history, and file inventories into a single document you can print or save as a PDF. This is your project binder in digital form — useful for closeout packages, dispute documentation, lender records, or simply archiving a completed build.

Pure data export. The Documentation Export is a factual data dump. It does not include any AI-generated narrative, analysis, or commentary. Every line comes directly from your project data.

Accessing the Export

Open the project. Navigate to the project you want to document.
Open the More menu. In the project header, click the clipboard/document icon or open the More menu (three dots).
Click Documentation Export. Baulit loads daily logs and file attachments from the database (this may take a moment on large projects), then renders the full documentation package.
Print or save as PDF. Click Print or use Cmd + P. In the print dialog, choose your printer or select "Save as PDF."

The Six Sections

1. Cover Page Project name, logo, dates, table of contents, disclaimer 2. Project Summary Budget totals, task completion %, overdue counts, CO summary 3. Task Detail Full task table by phase: status, duration, predecessors, costs 4. Daily Logs Chronological logs: date, weather, crew, work, delays 5. Change Orders CO number, title, amounts, net delta, status, dates 6. Activity Log Audit trail: status changes, budget updates, team actions 7. File Inventory File name, type, size, level (project or task) Documentation Export Sections Seven sections with page breaks for clean printing Each section prints on its own page(s)

The documentation package is organized into six sections, each with its own header and page breaks for clean printing.

1. Cover Page

The cover page includes:

2. Project Summary

A high-level overview of the project's current state:

3. Task Detail

A full table of every task in the project, organized by phase. Each row includes:

A grand total row at the bottom sums all budgeted and actual costs. Over-budget tasks are flagged with warning indicators.

4. Daily Logs

All daily logs for the project, listed in chronological order. Each log entry includes:

Daily logs are loaded on-demand from Supabase when you open the export. For projects with many months of logs, this may take a few seconds to load.

5. Change Orders

Full detail on every change order in the project:

6. Activity Log

A reverse-chronological record of significant actions taken on the project. This includes task status changes, budget updates, team member additions, and other tracked events. The activity log provides an audit trail of who did what and when.

7. File Inventory

A listing of all files and attachments uploaded to the project:

The file inventory lists metadata only. Actual file contents are not embedded in the export — attachments live in Supabase Storage and must be downloaded separately if needed.

The Disclaimer

Every Documentation Export includes a disclaimer on the cover page and in the footer of every section:

Disclaimer: "This report is a data export, not legal advice." The documentation package is a factual record of data entered into Baulit. It is not a certified document, a legal opinion, or a warranty of accuracy. The data is only as reliable as what was entered by your team.

This disclaimer protects both you and your stakeholders by setting clear expectations about what the document is and is not.

Use Cases

Project closeout

At project completion, generate the full documentation package as your closeout binder. It captures the complete project history in one document: every task, every daily log, every change order, every file. Print it or archive the PDF for your records. For more on the closeout process, see Project Closeout.

Dispute documentation

If a dispute arises with an owner, sub, or lender, the documentation package provides a factual record of what was planned, what was done, and what changed. The daily logs and change orders are particularly valuable as they document decisions and delays in real time.

Lender compliance

Construction lenders often require periodic documentation of project progress. The documentation package gives them task-level detail, budget tracking, and daily logs without requiring access to your Baulit account.

What is Not Included