Buildertrend Project Manager Certification Practice Exam 2025 – Complete Prep Guide

Categorizing project types into Job Groups enables a clear and organized way to summarize information in Buildertrend. Job Groups allow you to classify projects based on similarities, such as project type, scope, or other relevant criteria, which can facilitate reporting and analysis. This organizational structure helps project managers quickly reference and compare different types of projects, making it easier to identify patterns, allocate resources, and manage overall project portfolios effectively.

While the Summary Report and dashboard options can encapsulate various project metrics visually, they are primarily tools for overview and performance tracking rather than categorization of project types. Exporting to Excel may provide a means to manipulate and analyze data outside of Buildertrend, but it does not inherently summarize project types within the platform itself. Therefore, using Job Groups provides a systematic and integrated method for summarizing project types directly in Buildertrend.