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The Your Profile page allows you to view
and change information about yourself. You can also set how you want your
To Do List to appear as well as your daily e-mails. The Your Profile page
has a section for Box Scheduling that allows to set your preferences,
like choosing whether you see the Box Schedule or Task View as your Default
Page Layout. Turn on the Navigation Buttons to have quick access at the
top of every BuildPro page to the most common BuildPro functionalities.
To
update your profile:
Change any
field as needed. See the section below for more detail. Click the
Update Profile button.
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If
you change your password, your MUST type your password again in the Confirm
Password field for the change to be effective.
Depending on your company's settings, you
may not be able to use previous passwords. Passwords must be at least
4 characters; your company may have chosen a setting to require longer
passwords. |
Your Profile page is divided into two sections:
Profile Information and User Preferences. Listed below are descriptions
for each field on the Your Profile page, by section.
Profile
Information
Name: Your
first and last name.
Password: Your
password (appears as asterisks for security reasons).
Confirm Password: This
is your password (appears as asterisks for security reasons). If you change
your password, you must retype it in this field for it to be accepted.
Organization: The
name of the organization you are associated with.
Phone: Your
phone number.
Fax: Your
fax number.
Email Address: Your
email address.
Saturday Schedule: Click the box if you want the schedule to
count Saturday as a working day. This setting is only used when adding
a new job in a non integrated BuildPro company. When adding the job, these
settings will be copied over.
Sunday Schedule: Click the box if you want the schedule to
count Sunday as a working day. This setting is only used when adding a
new job in a non integrated BuildPro company. When adding the job, these
settings will be copied over.
Address: Your
street address.
City: Your
city.
State: Your
state.
Postal Code: Your
ZIP code.
User
Preferences
Email
Email PO Submit: Check
this box if you want to be CC'd by email when PO’s are submitted. Email PO Received: Check this box if you want to be CC'd by
email when PO’s are received or marked complete. Email EPO Ready: Check
this box if you want to be CC'd by email when EPO’s are marked ready for
the back office to process. Email Tasks Daily: Check
this box if you want to receive your To Do List daily by email. Email EPO Level Notice: This
check box only appears if your company is using the Multiple
EPO Approval Levels module (module# 235). Check this box if you want
to be notified when someone from your level must approve an EPO. Email EPO Level Batch Notice:
This check box only appears if your company is using the Multiple
EPO Approval Levels module (module# 235). Check this box to receive
a nightly batch email of all EPOs that have not been approved. Email EPO Rejection Notice:
This check box only appears if your company is using the Multiple
EPO Approval Levels module (module# 235). Check this box to be notified
by email if an EPO you created has been rejected. Email EPO Approval Notice:
This check box only appears if your company is using the Multiple
EPO Approval Levels module (module# 235). Check this box to be notified
by email if an EPO you created has been approved.
To Do List (These
settings determine what filters will be selected by default when you access
the To Do List)
Alerts - If selected
will display all alerts for the tasks displayed on the To Do List.
To Order on To Do List Date - If
selected will display all tasks where the Lead Date is today’s date or
date of the To Do List date selected. To Order By To Do List
Date (Late) - If selected will display
all tasks where the To Do List date is after the Lead Date. Displays (Late) after
the task name for tasks that meet this criteria. In Progress (In Lead
Period) - If selected will display
all tasks that have a task status of In Progress and
the To Do List date is prior to the Start Date of the task. In Progress (Actually Started) - If
selected will display all tasks that have a task status of In Progress
and the To Do List date is equal to or after the Start Date of the task.
To Complete on To Do List Date - If
selected will display all In Progress tasks where the End Date of the
task is equal to the date of the To Do List. To Complete By To Do List Date (Late) - If
selected will display all tasks where the To Do List date is after the
End Date of the task. Displays (Late)
after the task name for tasks
that meet this criteria. Completed on To Do List Date - If
selected will display all tasks where the task status is complete and
the End Date of the task is equal to the To Do List date. Inspections Due - If
selected will display all tasks that have an inspection due. Click on the pencil 
icon to open the inspection on the InspectPro tab. This option only appears
if the Inspections - Milestone module is on and the user has an Inspections
role. Tasks with Exceptions - If
selected will display all In Progress and Complete tasks that have been
marked with exceptions. Max Rows Displayed - Choose
the maximum number of rows you want to view on the To Do List: 25, 50,
100, 150, 200, 300, 400, or 500. You can also change this on the To Do
List. Default Task Sort - Choose
whether to sort the tasks on the To Do List by Lead Date or Start Date.
On the To Do List, click the Lead Date or Start Date column name to sort
by that column in ascending order. Click the same link again to sort by
that column in descending order.
Box
Schedule (This
section only appears if the Box Scheduling module is turned on)
Default Column Sort on Job List: Choose
which column to use as the primary sort order for the Job List. Choose
from Job Name, Lot, Sequence, or Group. Default
Task Sort on Box Schedule: Choose which
column to use as the primary sort order for the Box Schedule page. Choose
from Lead Date, Start Date, or Task Sequence. Default
Column Sort on Task View: Choose which
column to use as the primary sort order for the Task View page of Box
Scheduling. Choose from Sequence, Job Name, Lot/Block, Task Name, Supplier,
Lead Date, Start Date, or End Date. Default
Page Layout: Choose which layout to
default to when you open Box Scheduling. Choose Box Schedule or Task View.
You can also switch between the two layouts in Box Scheduling. Default
Subdiv/Phase: Choose which subdivision/phase
you want Box Scheduling to show when it initially opens. Default
Reschedule Tasks: Choose whether to
have the View Possible Reschedules check box default to checked or unchecked.
You can also check or uncheck the box on the Box Scheduling page. Box Schedule
Max Rows - Choose the default number
of rows to be displayed on the Box Schedule page. Task
View Max Rows - Choose the default
number of rows to be displayed on the Task View page.
Alerts
Default
Max Rows: Choose the default number
of max rows that you want the Alerts page to display. Choose from 25,
50, 100, 150, 200, or 500. You can also change the Max Rows on the Alerts
page.
JME
Default
Task Sort: The user can choose from
one of three ways to sort JME: Lead Date, Start Date, or Task Sequence.
On the JME page itself, click on a hyperlinked column heading to sort
the page by that column.
Navigation Buttons
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.
Turn on
Standard Navigation Buttons: Check
this box to show the four standard navigation buttons. These are :Manage
Alerts, Manage To Do List, and Manage Job (JME). Turn on
Multi-Family Navigation: Check this
box to show the Multi-Family JME button. (This option only appears if
the Multi-Family module is turned on.) Clicking this button will take
you to the Multi-Family JME page. Turn
on Box Scheduling Navigation: Check
this box to show the Manage Multiple Jobs (Box Scheduling) button. (This
option only appears if the Box Scheduling module is turned on.)
Current
Organization: This field lists the
current organization for this user. This information will only appear
if the BuildPro company is using the Multiple Org Users functionality.
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