Reports

Graphical Subdivision Overview

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:

  1. Choose a Subdivision from the drop-down filter.

  2. 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.

  3. 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.

  4. Click on the Date Range boxes to choose a date range or leave the defaults.

  5. Click the Generate Report button. The report opens.

  6. Click on the + next to each Job to view the list of stages in that job.

  7. 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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