BidConnect

Master Mgmt - Plans

Plans & Elevations represent the "products" that will be built by the builder. The key fields for Plans & Elevations are the Plan Number, Plan Name, Elevation and Square Feet (Sq. Ft.). On most pages the plan number and plan name are combined and separated from the elevation by a dash. Some pages and drown down lists (because of space limitations) display the plan number and elevation separated by a dash. Options, takeoff items, drawings, budgets, and bids are tied to Plans & Elevations.

 

To manage master plans:

  1. To deactivate a master plan, click the Deactivate check box next to each plan you want to deactivate.

  2. Once you deactivate a plan, you can no longer include it in future projects. However, deactivating a plan will not affecting existing projects or templates.

  3. Click the Update button in the top right of the page.

 

To add plans to the master list:

  1. Click on the Add Plans button to open the window to add new plans to the master list.

    1. Enter a Plan Number

    2. Enter a Plan Name

    3. Select an Elevation

    4. Enter the Sq. Ft. for the plan/elevation

    5. Click on the Add Plan & Close Window button.

 

To manage elevation codes:

  1. Click on the Manage Elevation Codes button to open the window to manage elevation codes.

    1. To Add an elevation code that can be used with any plan.

      1. Enter a new Elevation Code.

      2. Click on the Add Code button to add the new elevation code.

    2. To Deactivate an elevation code

      1. Place a check mark in the Deactivate column for the elevation code you want to deactivate.

        Deactivated elevation codes will be removed from the list of available elevation codes when the user clicks the "Update & Close" button but the existing projects that include the deactivated elevation code(s) will not be affected.

  2. Click the Update & Close button to save the edits you made in the Manage Elevation Codes window.

 

Master Plan Columns