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This page is used to manage plans for a bidding project. Users may get to this page by. Clicking on the Plans link in the left navigation area under the Project Mgmt section. Clicking on the Plans link in the Project Components section of the Project Detail page for a project. You can only add or remove plans from a project if the project is in one of these statuses: Active, In Setup, or Pending.

To manage Project Plans:

1. To include plans in the list of project plans, click the Include check box next to each plan you want to include that is under the Excluded Plans section.

2. To exclude plans, click the Exclude check box next to each plan you want to exclude that is under the Included Plans section.

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

4. To mark the Project Plans section as Complete, click the Complete? check box in the top right of the page.\

5. Click the Update button. This sets the status of the plans in the Project Components section of the Project Detail page to Complete.

Project Plan Columns

• Plan Number - The plan number for the plan. Clicking on the Plan Number will open a new window that contains a list of all of the drawings that have been "included" for the plan.

• Clicking on the drawing name will open the drawing file in the Take-off Tool.

• Clicking on the Close link in the tool bar will close the Take-off Tool.

• Clicking on the Close Window button will close the Drawings list window and return the user to the New Project Wizard - Plans page

• Plan Name - Name of the plan.

• Elevation - The elevation of the plan.

• Sq. Ft. (Included list only) - The square feet for the plan & elevation.

• # of Units (Included list only) - This is the number of units that will be used in the calculations on the Bid Analysis pages.

• The plan will not show up on subsequent lists in BuildPro and SupplyPro if the # of Units is not greater than 0.

• This column is only editable if the project is in ”In Setup” or ”Pending” status.

• Edit (Included list only) - Clicking on the Edit link for a plan & elevation will open a popup window to edit the plan name, sq. ft. and # of units for the project.

• Add Elevation (Included list only) - Clicking on the Add link for a plan will open a popup window to add an additional elevation for the plan to the project.

• Exclude/Include - This column of check boxes allows the user to select which plans they want to include or exclude from the list of plans. Placing a check mark in the check box next to a plan and clicking on the Update button will move the plan to the other list. See the Actions section for more detail. These columns only appear if the project is in ”In Setup” or ”Active” status.

Additional Buttons & Actions

• Manage Elevation Codes - Clicking on the Manage Elevation Codes button will open a popup window for managing elevation codes.

• To add a new Elevation Code:

• Enter the new elevation code in the text entry box in the Elevation Code column and click on the Add Code button.

• To Deactivate an Elevation Code:

• Place a check mark in the Deactivate column for the elevation code to be deactivated.

• Click on the Update & Close button to save changes made in this window.

• Click on the Cancel button to ignore changes made in this window.

• Add Plan - Clicking on the Add Plan button will open a popup window for adding a new plan to the project.

• Enter the Plan Number.

• Enter the Plan Name.

• Select an Elevation for the drop down list of elevation codes.

• Enter the square feet for the plan & elevation.

• Enter the # of Units for the plan & elevation.

• Click on the Add & Close button to add the new plan & elevation to the project.

• Click on the Cancel button to cancel adding the new plan & elevation to the project.

  Plans added to a project are not added to other projects or the master files. If the plan should be available to other (new) projects, it should be added to the master files instead of the adding it to a project.