Buildertrend Project Manager Certification- Final Exam
2023 with complete solution
Setting the Baseline for a schedule allows you to track why the schedule has
changed throughout the job.
True
When creating a Daily Log, where does the weather information come from?
From the ZIP/Postal code associated with the job
Who can be assigned to a To-Do?
Subs/Vendors
Home Owners
Internal Users
If you email a lead through Buildertrend, when they respond, do you need to log
in to Buildertrend in order to reply to their email?
No
When in the Messages feature, is it possible for an Internal User to see all
messages sent, regardless of who sent and received the message?
Yes, all Internal Users can see all Messages.
Yes, all Internal Users with the appropriate permissions can see all Messages.
You can generate purchase orders directly from an approved selection choice.
True
How many proposals can be created and released to a lead opportunity?
As many as necessary.
Who can log in to Buildertrend's mobile application?
Active Subs/Vendors
Active Home Owners
Active Internal Users
Does a home owner need more that one username and password in order to
access multiple jobs?
No
What happens when a Daily Log is marked as Private?
Only the creator can view the Daily Log.
Who can approve a selection choice?
1 The Home Owner
1 Subs/Vendors
1 Internal Users
Is there a limit to the number of files that can be attached to a lead opportunity?
No
Can Subs and Vendors use the Time Clock feature?
No
How can I filter my jobs list to show a certain type of project?
Use Job Groups
What types of documents can be edited in Buildertrend?
, Excel
Word
You can create generate purchase orders directly from your estimate.
True
The location of where a Daily Log was posted can be seen on a map.
True
What changes when a schedule is turned online?
1 -Active home owners and subs/vendors are able to view the schedule.
1 -Other feature deadlines, such as To-Do deadlines, Selection deadlines, etc., can now
be linked to schedule items.
1 -Quick edits (click and dragging items, linking items on the Gantt, etc.) are no longer
possible.
1 -You can notify assigned users, subs, and vendors.
Where do you set up your cost catalog?
Selections Tab
Job Info Tab
Setup Tab
Is it possible to restrict who is allowed to assign a salesperson to a lead?
Yes
The budget cannot be viewed when multiple jobs are selected. The budget can
only be viewed after a single job has been selected.
False
You can annotate PDFs on Buildertrend's full site, but cannot add annotations
from the mobile application.
False
What is the file storage capacity for a Buildertrend account?
Unlimited
Bids must be approved before they will show up in your Budget and Estimate.
False
Allowances will feed into your Estimate...
Once the allowance has been created.
Who can view the schedule while it is Offline?
Internal Users
When uploading a video stored on your device using the mobile application, what
is the size limitation?
15 minutes
An Internal User can create a Message signature within their Preferences tab.
True
In what ways can the Contract Price be established on a job?
-Copied from the job estimate.
-From an approved proposal when the job is converted from a lead.
-Manually written into the contract price field within the Job Info tab.
When on the month view of the schedule, you do not have the ability to view
other Buildertrend features, such as To-Do deadlines, Daily Logs, etc.
False
A customer only has access to selections that have been released to them.
2023 with complete solution
Setting the Baseline for a schedule allows you to track why the schedule has
changed throughout the job.
True
When creating a Daily Log, where does the weather information come from?
From the ZIP/Postal code associated with the job
Who can be assigned to a To-Do?
Subs/Vendors
Home Owners
Internal Users
If you email a lead through Buildertrend, when they respond, do you need to log
in to Buildertrend in order to reply to their email?
No
When in the Messages feature, is it possible for an Internal User to see all
messages sent, regardless of who sent and received the message?
Yes, all Internal Users can see all Messages.
Yes, all Internal Users with the appropriate permissions can see all Messages.
You can generate purchase orders directly from an approved selection choice.
True
How many proposals can be created and released to a lead opportunity?
As many as necessary.
Who can log in to Buildertrend's mobile application?
Active Subs/Vendors
Active Home Owners
Active Internal Users
Does a home owner need more that one username and password in order to
access multiple jobs?
No
What happens when a Daily Log is marked as Private?
Only the creator can view the Daily Log.
Who can approve a selection choice?
1 The Home Owner
1 Subs/Vendors
1 Internal Users
Is there a limit to the number of files that can be attached to a lead opportunity?
No
Can Subs and Vendors use the Time Clock feature?
No
How can I filter my jobs list to show a certain type of project?
Use Job Groups
What types of documents can be edited in Buildertrend?
, Excel
Word
You can create generate purchase orders directly from your estimate.
True
The location of where a Daily Log was posted can be seen on a map.
True
What changes when a schedule is turned online?
1 -Active home owners and subs/vendors are able to view the schedule.
1 -Other feature deadlines, such as To-Do deadlines, Selection deadlines, etc., can now
be linked to schedule items.
1 -Quick edits (click and dragging items, linking items on the Gantt, etc.) are no longer
possible.
1 -You can notify assigned users, subs, and vendors.
Where do you set up your cost catalog?
Selections Tab
Job Info Tab
Setup Tab
Is it possible to restrict who is allowed to assign a salesperson to a lead?
Yes
The budget cannot be viewed when multiple jobs are selected. The budget can
only be viewed after a single job has been selected.
False
You can annotate PDFs on Buildertrend's full site, but cannot add annotations
from the mobile application.
False
What is the file storage capacity for a Buildertrend account?
Unlimited
Bids must be approved before they will show up in your Budget and Estimate.
False
Allowances will feed into your Estimate...
Once the allowance has been created.
Who can view the schedule while it is Offline?
Internal Users
When uploading a video stored on your device using the mobile application, what
is the size limitation?
15 minutes
An Internal User can create a Message signature within their Preferences tab.
True
In what ways can the Contract Price be established on a job?
-Copied from the job estimate.
-From an approved proposal when the job is converted from a lead.
-Manually written into the contract price field within the Job Info tab.
When on the month view of the schedule, you do not have the ability to view
other Buildertrend features, such as To-Do deadlines, Daily Logs, etc.
False
A customer only has access to selections that have been released to them.
