Buildertrend Project Manager Certification- Final Exam-with 100% verified solutions-2024-2, Exams of Advanced Education

Download Buildertrend Project Manager Certification- Final Exam-with 100% verified solutions-2024-2 and more Exams Advanced Education in PDF only on Docsity! Buildertrend Project Manager Certification- Final Exam-with 100% verified solutions- 2024-2025 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. Which of the following are tools you have available when working with documents in Buildertrend: Sign Request Signature Annotate How do you run reports over your lead information? 1 -By selecting the Reports button. -By exporting the grid information to Excel. 1 -By going to Setup and selecting the Run Account Report - Leads option. 1 -By utilizing the Filter and Grid Settings. How many certificates can be uploaded to each Subcontractor? General Liability, Workman's Comp, etc. 4 How many proposals can be approved by a lead opportunity? 1 2 3 How many attachments can be added to Daily Logs and To-Dos? Unlimited Can every user within Buildertrend add new leads? Yes, as long as they have the appropriate permissions. Can the color and symbol of an activity type be customized? Yes How can you bring a bid from a subcontractor into an estimate? 1 -Use the include in budget check box. -Approve the bid. 1 -Create a purchase order for the bid amount. 1 -Select the transfer to estimate button within the bid -details tab. Are you able to copy both selections, as well as individual choices? Yes Labor costs from the Time Clock feature can be displayed in your Budget. True Can you turn a lead marked as Sold back into an Open lead? Yes, by reclassifying the lead. How do Subcontractors become active within Buildertrend? They must be invited. When a user is currently clocked in, is their location being tracked? No The ordering of choices within a selection is based on when the choice was created. False Is there a limit to how many grid views can be created for your Buildertrend account? No How do you find your leads after they are categorized as Lost or Sold? Use your Filter to search for the appropriate lead status. Variances can be tracked in the Budget as Builder and Customer variances. True Bills and Purchase Orders help manage job expenses. True Where do you set up Job Groups within Buildertrend? Job Info Tab Who can potentially have access to folders and files stored within Global Documents? Internal Users Subs/Vendors Home Owners Can a user assign someone other than themselves to an activity? Yes Purchase Orders can be approved by... Internal Users Subs/Vendors Is there a way to set parameters on how long an owner can put in a warranty claim? Yes, in the owner options area. Are you able to reassign schedule items in mass from one user to another? Yes Does the Time Clock track a User's location when clocking in and out? Yes The "Allow Multiple Selected Choices" checkbox allows you and/or your customer to approve multiple choices within a selection. True What is the maximum size a document can be in order to be uploaded to Buildertrend? 50 Megabytes Can To-Dos be linked to schedule items? Yes