Template Management

Multi-Family Add Project

To manage multi-family jobs in BuildPro you must first add a Project. The Multi-Family Add Project page allows you to add a Project and assign templates.

To add a Multi-Family Project:

  1. Enter a Project Name.

  2. Select a Division.

  3. Select the Account Set. Account Sets in the drop down box are the account sets assigned to the Division selected. For integrated BuildPro companies, the only Account Set available will be the Account Set integration uses for the selected Division. For non-integrated companies, you must choose an Account Set if more than one exists.

  4. Select a Task Category Group. Task Category Groups are used to group “like” tasks together. A filter for Task Category will appear on the Multi-Family JME page.

When templates are assigned to a Project, they will be pointed to the same Task Category Group chosen. If an existing template is added and that template points to a different Category Group than the Project, the template will be changed to point to the same Category Group as the Project. You will then have to re-map the Task Categories for each task in the template. Use the Task Update: Task Category page to do this.

 

  1. Select the Community where the Project will be built.

  2. Enter the Project Start Date. This date has no effect on the schedule of the Project or any jobs within it.

  3. Optionally, you may Assign Templates to Project. It is not necessary to include templates when creating the Project. They may be added later. When adding templates to a project, hold the Ctrl button on the keyboard and use the mouse to select or un-select templates (multi-select box). Templates in this list will be Active templates assigned to the Account Set selected, have no single family jobs created from it, and not currently assigned to another Project.

  4. Click the Add Project button.

The newly added Project will appear on the Multi-Family Project List page.