Home

 

Information on the Home tab appears first when you log into BuildPro. The Home tab shows a quick glance at today's current activities. It also provides links to your user profile, BuildPro documentation.

Depending on the modules your company has turned on, you may see three or more sections with different information. This information is broken out by application:

Current Activity - This section gives you a brief look at the number of Jobs assigned to you, number of orders in progress, tasks for today and BuildPro alerts. These links will take you directly to the pages necessary to take action on the activity. If you have the JIO (Job Initiation Order) module turned on, you will see these alerts here also.

    • Active Jobs - Links to the Job List page on the Jobs tab. The link displays the number of active jobs to which you are assigned.

    • Orders In Progress - Links to the Order List page on the Jobs tab. The link displays the number of orders in your assigned jobs that have a status of In Progress.

    • Tasks for Today - Links to the Calendar: Day page on the Jobs tab. The link displays the number of tasks that need to be started or completed today.

    • Order Alerts - Links to the Alerts page on the Jobs tab. The link displays the total number of alerts you have received for all jobs regardless of job status.

    • Vendor Load Alerts - Links to the Vendor Load Analysis report on the ReportConnect tab. The link displays the total number of Vendor Load Alerts you have received. (This link only appears if the Vendor Loading module is turned on and if you have Vendor Load Alerts.)

 

Document Management - This section gives you access to the Document Management section of BuildPro where many types of documents may be uploaded to BuildPro. All Doc Mgmt users have links to the New Documents List and View/Manage Documents. Only certain users will a link to Manage Document Folders.

 

Tips and Information - This section gives you information on new functionality and when new updates to the system will be available. It also contains a link to email or call Customer Care if you need immediate help.

 

Inspections - This section is viewable only if your company has the Inspections Module on.

    • Inspection(s) Due - Links to the Perform Inspection page on the Inspections tab--it shows the list of Due and In Progress inspections. The link displays the number of Due inspections. (This link only appears if the Inspections- Milestone module is turned on and if you have Due inspections.)

  • Inspection(s) In Progress - Links to the Perform Inspection page on the Inspections tab--it shows the list of Due and In Progress inspections. The link displays the number of Due inspections. (This link only appears if the Inspections- Milestone module is turned on and if you have Due inspections.)

  • Inspection(s) with Failed Items - Links to the Perform Inspection page on the Inspections tab--it shows the list of Complete (Passed) and Failed inspections. (This link only appears if the Inspections - Milestone module is turned on and if you have Failed inspections.)

  • Repaired Defects - Links to the Alerts Repaired Defects page on the Inspections tab--it shows the list of Defects where the Status is Repaired. (This link only appears if the Inspections - Milestone module is turned on and if you have Failed inspections.)

SWIM - This section is viewable only if your company has the SWIM module on.

    • Inspections Due

    • Inspections In Progress

    • Outstanding Corrective Actions

    • Outstanding Corrective Actions (6 Days)

    • Outstanding Corrective Actions (14 Days)

    • Repaired Corrective Actions

 

EPO Approvals - This section is also dependent on a module. If you are using EPOs in BuildPro you may not see this section. This section only appears if your company has the Multiple EPO Approval Levels module on.

    • EPOs to Approve - This link takes you to a new version of the Pending EPOs and BCs page in order to approve EPOs for your level.

 

7 Day Outlook - This section shows the weather forecast for your area, based on the city and state in your User Profile.

 

Left Navigation Bar

Also known as the Left Nav Bar, this is the blue section on the left side of the screen. On the Home tab, this section contains links to Sign Out, Your Profile, User Guides, Document Mgmt, and download Mobile Aps. The Left Nav Bar links change on each Navigation Tab.

 

Navigation Tabs

The tabs at the top of your screen are explained below. Click the desired tab name to see more information about the types of information available in that section. Depending on your role and modules your company has turned on you may or may not see all of these tabs.

    • The Jobs tab provides you with tools for managing jobs and job schedules.

    • The Inspections tab allows you to manage inspections across jobs.

    • The SWIM tab contains functionality to maintain Storm Water Pollution Prevention Plan inspections.

    • The Job Admin tab provides you with subdivision information for your organization. This section also contains links to approval pages, building management for multi-family job management, and pages to assign users to jobs.

    • The Templates tab provides you with tools to create a construction schedule for a particular plan or model for a specific community or division, or for different building processes.

    • The Supply tab provides you with tools for adding or updating suppliers or vendors. Company catalogs, product lists, and price lists can be set up and managed from this tab.

    • The ReportConnect tab contains reports available to your company. Reports are available to assist in job schedule management, supplier or vendor contact information, activities such as login information, and EPO reports.

    • The Lien Docs tab allows you to setup and manage Lien Release Documents that SupplyPro trades may electronically sign.

    • The Manager tab is used for setup of users, security roles and organizations, schedule change reasons, etc.

 

Navigation Buttons

Hide or show these buttons by changing your preferences on the User Profile page. Turning any or all of these buttons on will make them appear on every single BuildPro page. Click on a button to go directly to that page in BuildPro. You need to choose a job before you click on the Manage Job (JME) or Reschedule Job buttons. Otherwise, those buttons will first take you to the Job List page to choose a job.

    • Standard Navigation Buttons: Manage Alerts, Manage To Do List, Manage Job (JME).

    • Multi-Family JME: This option only appears if the Multi-Family module is turned on.

    • Manage Multiple Jobs (Box Scheduling): This option only appears if the Box Scheduling module is turned on.