Job Management

 

The Job Management section is the control center for anyone managing a home building project. It lets you add new jobs, manage the schedule for a specific job, manage orders and tasks and view current and late tasks via the calendar. The Job Management page contains two tabs, the Job List tab and the To Do List tab. Depending on your user role, you may be able to access some or all of these job management functions. Click here for a full explanation on the effects of changing the schedule.

 

If you are assigned less than 1000 jobs, the page will automatically display all of them. If you have more than 1000 jobs assigned to you, the filter section will appear to allow you to refine your search. Narrow your job search by selecting a Subdivision or enter the first few letters of the Job Name in the text box; then click the Show Jobs button.

 

Job List

The Job List tab shows all jobs assigned to you, sorted by Subdivision/Phase, that you can access.

    1. Click a Job Name link to open the Job Actions page.

    • Click the Lot/Block link to manage the job using Job Management Express (JME). If the job is a new multi-family job you will be taken to the Multi-Family JME page.

    • Sequence is the order of the job within the Group. Click the Job Name, Lot/Block, Sequence, or Group heading to sort the page by that column (within the Subdivision/Phase).

    • To show the Baseline End Date, click the Show hyperlink.

    • Click the Number link under the Defects column to view a list of defects for that job in PunchList.

 

You will only see the Defects column if the Inspections module is on, and you have the PunchList role.

 

To Do List

From the To Do List tab you can view tasks for a specific building, subdivision, job, supplier, task type. You can also add notes, take action on checklist items, mark any tasks with exceptions or document the percent complete for a task from the To Do List. The filters that are selected on the To Do List depends on how your User Profile is setup. The number of tasks and type of tasks that appear depend on the selections you make in the task filter area. Once your To Do List appears, you can take action on the tasks from this page.

 

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.

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

  • Manage Multi-Family Jobs Button: This option only appears if the new Multi-Family module is turned on.

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

 

If the Centralized Scheduling module is turned on for your company, an additional grouping will appear on this page. Jobs assigned to a CS Group will be listed in those groups.