Stakeholder View
The Stakeholder View is a read-only window into your construction project. It is designed for homeowners, investors, bank inspectors, real estate agents, and anyone else who needs to monitor progress without managing the work. You can see how the project is going, but you cannot change anything.
Who Is a Stakeholder?
In Baulit, a stakeholder is anyone who has a vested interest in the project but is not part of the construction team. Common examples:
- Homeowners. The person the house is being built or renovated for. They want to see progress and know the project is on track.
- Investors. Financial partners who need visibility into the project's status without direct involvement in day-to-day management.
- Bank inspectors. Lenders who monitor construction progress to authorize draw requests.
- Real estate agents. Agents involved in the sale or purchase of a property under construction.
- Architects and designers. Design professionals who want to monitor construction progress on their project.
Getting Access
Stakeholders cannot create their own access. An admin or manager on the project must invite you.
If you are invited to multiple projects by different builders, your dashboard lists all of them. Click any project to view its status.
What You Can See
The stakeholder view shows you enough to understand the project's status without overwhelming you with construction management details.
| Visible Information | What It Tells You |
|---|---|
| Project progress | Overall completion percentage so you know how far along the project is at a glance. |
| Task list (read-only) | The full list of construction tasks with their current statuses. You can see what is complete, in progress, and upcoming, but you cannot change anything. |
| Project files | Documents and photos uploaded to the project. This may include progress photos, plans, or other documents the builder has shared. |
| Completion percentage | A running calculation based on completed tasks relative to total tasks. This gives you an objective measure of progress. |
What You Cannot See
Certain project data is restricted from stakeholder view to protect the builder's business information and internal operations.
| Hidden Information | Why It Is Hidden |
|---|---|
| Budget data | Cost estimates, actual spending, and budget variances are internal to the builder's business. Sharing this data could compromise the builder's margins and negotiating position. |
| Daily logs | Daily logs often contain operational notes about crew performance, subcontractor issues, and site conditions that are intended for internal use only. |
| Change orders | Change order details including cost impacts are restricted. If a change order affects you (such as a homeowner-requested change), the builder communicates that separately. |
| Cost information | Individual task costs, cost categories, and financial breakdowns are not visible. You see progress, not dollars. |
| Activity log details | The detailed activity log showing who did what and when is restricted to the project team. |
What You Cannot Do
The stakeholder view is purely for monitoring. You cannot modify any aspect of the project.
- You cannot create, edit, or delete tasks
- You cannot change task statuses
- You cannot upload files or photos
- You cannot add notes or comments
- You cannot invite other team members
- You cannot access project settings
- You cannot use AI features
- You cannot access reports or analytics
- You cannot view or modify the schedule (Gantt chart)
This restriction is intentional. It ensures that the builder maintains full control over the project data and workflow while giving you transparent visibility into progress.
For Builders: Adding Stakeholders
If you are an admin or manager and want to add a stakeholder to your project, here is how.
You can add as many stakeholders as you need. There is no limit and no additional cost, regardless of your subscription tier.
Common Use Cases
Homeowner transparency
Invite the homeowner as a stakeholder so they can check progress any time without calling you. This reduces status-check phone calls and builds trust through transparency. Pair it with weekly stakeholder emails for proactive communication.
Bank draw inspections
Invite the bank inspector as a stakeholder so they can review task completion before a site visit. The completion percentage and task status list give them a preliminary picture of where the project stands, which can streamline the draw process.
Investor reporting
For spec homes or development projects with investors, stakeholder access provides real-time visibility without requiring you to prepare separate progress reports. The investor logs in, sees the completion percentage, and knows where things stand.
Design team coordination
Invite the architect or interior designer as a stakeholder so they can monitor construction progress and anticipate when their input will be needed for upcoming phases.
Frequently Asked Questions
Can a stakeholder be upgraded to a different role?
Yes. The project admin can change a stakeholder's role to contractor or manager at any time through team management. Note that manager roles count as paid seats. See Roles & Permissions for details on what each role can do.
Does removing a stakeholder delete their account?
No. Removing a stakeholder from a project only revokes their access to that specific project. Their Baulit account remains active, and they can still access any other projects they are invited to.
Can stakeholders see data from other projects?
No. A stakeholder can only see projects they have been explicitly invited to. They have no visibility into the builder's other projects, account settings, or billing information.