Manager

Plan Translation

The Plan Translation table maps the plan number from integration to the correct template in BuildPro. This functionality is only used with integrated BuildPro companies. When a job file is received from the accounting system, a plan number is included. This plan number must correspond with a template number on the template detail page of the template to be used to create the job schedule. If your company is not sending a plan number enter 'Default' in the Plan ID Coming from Integration field on the Add Plan Translation page.

 

The Plan Translation page displays a list of all translations in BuildPro for your organization or division. The organizations are sorted by org name in alphabetical order then by plan ID. Click into a Template Name link to edit an existing plan translation or click the Add New Plan Translation link to add a new plan translation. Click the button to delete a plan translation.

 

To edit a Plan Translation

  1. Click the Template Name link of the translation to be edited.

  2. Choose the correct BuildPro template for the plan name.

  3. Click Update Plan Translation at the lower left of the page.

 

To add new Plan Translations

  1. Click the Add New Plan Translation link

  2. In the Plan ID Coming from Integration field, type the plan number. If your company is not sending a plan number type 'Default.'

  3. From the Org drop-down list, choose the correct organization that this translation is valid for.

  4. From the BuildPro Template drop-down list, choose the BuildPro template.

  5. Click Insert Plan Translation at the lower left of the page.

 

To delete a Plan Translation

In the Delete column, click the to delete the translation.