Buildr’s Go/No-Go process can help you decide whether or not a project is worth spending your time and resources on. Through a series of questions created by your team, you can quickly decide whether to move forward, or pass, on a potential project.

To get started, navigate to Settings & select the Go/No-Go tab. Click “Enable Go/No-Go.”

Once enabled, you will see a list of questions provided by Buildr. These questions are not final. At any point an admin team member can add new questions that better suit your process, remove questions that are not relevant, and rearrange questions into whatever order makes the most sense for your team.

Note: Only admin users can enable the Go/No-Go feature and customize questions. However, once enabled and customized, all users, admin and standard, will have the ability to utilize the tool on all projects.

To edit existing questions, simply select the pen icon next to the question. This will allow you to change or delete the question.

To add new questions, type your question in the text box and click "Add question".

Once your Go/No-Go questions are customized to your team's process, click "Publish". Once published, Go/No-Go questions will be available on all projects.

Navigate to a specific project and select the Go/No-Go tab. Click "Get Started" to add your Go/No-Go questions to the project.

Complete the questionnaire by answering yes or no to each question. Once all questions have been answered, the project will receive a Go/No-Go score. Buildr recommends establishing Go/No-Go goals within your company before referencing the score given.

The following is an example of how to interpret a Go/No-Go number score:

The Go/No-Go score will be listed in Details > Opportunity Information.

To view the Go/No-Go scores on the main Projects page, click "Board" at the top of the page (see below).