Job Management

Add a New Job

The Add a New Job page lets you setup a new job; either single family or multi-family. The page is organized into four different sections: Job Detail Information, Job Location, Legal Information and Lot Ownership information.

Reminder:  If any of the fields mentioned in the steps below do not appear on your screen, that means that your company is not using that feature of BuildPro. For any questions about these features, contact your BuildPro administrator or Hyphen Solutions Customer Care.

Click the field names below to view their descriptions.

Add Single Family Job

To add a new job (single family):

1. Select Single Family Job from the Job Type radio buttons.

2. Enter the name Job Name as you want it to appear in BuildPro. This may include the job address or other job name or number for which you reference the job.

   The Job Name is used to reference the job in BuildPro.

3. Click the calculator icon. The Promised End Date calculator window appears. Enter a Start Date and select the Template to be used. Check Saturday Workday and/or Sunday Workday if you want BuildPro to schedule tasks on these days. Click the Calculate Promised End Date button to view the approximate date the job will finish based on the Start Date and Template used.

3. From the End Date Calculator, enter the Start Date and Promised End Date in the Job Detail Information section.

   Completion date of construction promised to the home buyer.

   Date used for the first task in the job schedule. Note: if the template contains tasks with negative Offset, there may be tasks with earlier start dates.

4. Click the Close Window link on the End Date Calculator.

5. Enter the Alt Job ID.

   Job number or other identification from a back office system.

6. Click the Template drop down, and select the schedule template to be used when the job is created.

   Templates are created in the Templates Tab section of BuildPro. Templates contain a list of all activities or tasks that will be performed while building a home. These tasks and their scheduling attributes such as duration, lead time, and predecessors are copied to the job when created.

6. Enter the Budget, Sale Price, Permit Number, Plan Name, Elevation, Swing, Selection Sheet Received Date, Release Date, Contract Date, and Financing Expire Date.

   Date home owner's financing expires.

   Date sales contract was signed by homeowner.

   Date home was released for construction.

   Date selections or options chosen by the home owner were received.

   Swing or orientation of the home; usually L or R.

   Elevation of the Plan.

   Name of the Plan for which the house is built.

   Building Permit number from the city, county, etc.

   Sales price of the home.

   Dollar amount to build the home.

7. Check Saturday Workday and/or Sunday Workday if you want BuildPro to schedule tasks on these days.

8. Enter the Purchaser Name (homeowner).

9. Enter the EPO Email, EPO Authority Amount, MPO Authority Amount, and MPO Authority Percent.

   The percentage of dollar amount over the original measurement PO that the user can receive without needing approval. An MPO needing approval will not be exported to the accounting system for payment until it is approved.

   The dollar amount over the original measurement PO that the user can receive without needing approval. An MPO needing approval will not be exported to the accounting system for payment until it is approved.

   Dollar amount limit for an EPO created for the home that will require approval. Note: EPO Authority Amounts may be entered at the user, job, supplier, task, and community levels. The lowest amount of any level will be used when determining if an EPO requires approval.

   Email address that will be notified when an EPO has been created for the home.

10. In the Job Location section, enter the Address, Address 2, City, State, Zip, and County.

    Address, City, State, Postal Code, and County where the home resides.

11. Complete the Legal Information section, choosing the Subdivision, Lot, Block, Legal Desc 3, and Legal Desc 4.

    Legal address of the home.

12. Complete the Lot Ownership section. The default selection is Lot Owned by Builder. Or enter the address of the owner if not owned by the builder.

13. Click the Add Job button. It may take a little while to process all of the information. The button will gray out while you're waiting for the job to be added to the system. Fields with an asterisk (*) indicate required information.

Add Multi-Family Job

1. Select Multi-Family Job from the Job Type radio buttons. The page will refresh and a Multi-Family Project drop down box will appear. The Template drop down box will not appear until a Project has been selected. It will then only contain Templates from the selected Project.

2. Enter the information from steps 2 through 12 above (for adding a single family job).

3. Click the Add Job button. It may take a little while to process all of the information. The button will gray out while you're waiting for the job to be added to the system. Fields with an asterisk (*) indicate required information.