The Graphical Subdivision Overview report lets you choose a Subdivision/Phase
and a Job(s) and generate a graphical representation of each stage of
the building process. The graph shows you the stages that are Scheduled,
In Progress, Complete, or Skipped. Click the [+] link beside the job to
expand the stages and show individual task status. Stage names are in
bold.
To generate the report:
Choose a Subdivision from the drop-down filter.
Click on the multi-select button next to the Phase
filter. The Select Phase pop-up window opens. Click the check box next
to each phase you want to view. Click the OK button at the bottom of the
pop-up window. The window closes.
Click on the multi-select button next to the Job
filter. The Select Job pop-up window opens. Click the check box
next to each job you want to view. Click the OK button at the bottom of
the pop-up window. The window closes.
Click on the Date Range
boxes to choose a date range or leave the defaults.
Click the Generate
Report button. The report opens.
Click on the +
next to each Job to view the list
of stages in that job.
Click on the +
next to each Stage to view the
list of tasks in that stage.
Where does that come from?
Below is a list of information in the Graphical Subdivision Overview
Report and where the information comes from.
Report
Filters
Subdivision - Filter
by the Subdivisions in the user's organization.
Phase - Filter
by the Phases in the selected Subdivision. Click the multi-select button
to open the Select Phase pop-up window.
Job - Filter
by the Jobs in the selected Phase(s). Click the multi-select button
to open the Select Job pop-up window.
Date Range - Click
the From/To date boxes to open the pop-up window calendar. Click on a
date to select it.
Color
Legend
Scheduled - Light
blue indicates a scheduled status. For tasks, this means the task in not
started and notification has not been sent to the supplier. For a stage
to be in scheduled status, all tasks must be in scheduled status.
In Progress - Green
indicates an in progress status. A task that is in progress is one that
has started and notification has been sent to the supplier. A stage is
considered in progress when at least one task is in progress.
Complete - Navy
blue indicates a complete status. A task is complete when a user marks
it as complete in BuildPro. For a stage to show a complete status, all
tasks must be any combination of complete, cancelled, and/or skipped.
Skipped - Red
indicates a skipped status. A task is considered skipped status when the
user marks the task skipped. For a stage to show skipped, all tasks in
the stage must be a skipped status.
Cancelled - Orange
indicates a cancelled status. If a user has marked the task as cancelled
or not needed, it will show as cancelled on the report. For a stage to
be cancelled, all tasks must be in a cancelled status.
Weekend - Weekends
are indicated by a gray color.
Today - Today's
date is indicated on the report by a yellow color.
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