Job Administration

Hold Jobs

 

A BuildPro job can be placed on hold when all work must stop for an extended period of time, such as during the winter on jobs in the north or northeast. A Job Admin can put a single job on hold, or multiple jobs at one time. From the Hold Jobs page, you can:

 

All Hold Reasons are maintained at the company level. The Hold Start Date must be today's date or in the past. Once a job is on hold, it immediately appears on the list shown on the Update Holds tab. A job with a hold status does not appear on the Job List under active jobs. The job schedule cannot be managed from JME or other task management pages. The standard Job Admin or System Admin roles may manage tasks by clicking into them directly.

Users must update hold information for jobs and reactivate jobs as separate actions. When a Job Admin reactivates a job, the reactivate date is inserted as the start date for the next scheduled task, thus re-calculating the schedule.

 

To place a job on hold:

  1. Choose the appropriate subdivision, then click the Show Jobs button. A list of all jobs within the selected subdivision appears.

To view multi-family jobs, click the Include Multi-Family Jobs check box next to the Subdivision drop-down list. This allows the user to put multi-family buildings on hold. When the building is put on hold, all jobs for that building are also put on hold. **This applies only to "old" multi-family jobs. At this time "new" multi-family jobs are not included in the Hold functionality.

 

  1. In the Enter Hold Information section, type today's date (or a past date) in the Hold Start Date field. (Required).

This field cannot be future dated, nor can a job be placed on hold on a Saturday or a Sunday.

 

  1. In the Re-Activate Date field, type the proposed reactivation date for the job. This is not a required field.

  2. Click the Hold Reason field and choose the appropriate reason for placing the job on hold. (Required).

  3. If needed, click the Re-Init Baseline button to reset the baseline.

When this is selected, the page checks the Company Profile page to see which type of schedule re-calc is selected for the company and uses this type to re-calc the schedule.

 

  1. Add any necessary notes.

  2. In the Sel column, click the check box next to the job names that you want on hold.

  3. Click the Place Selected Jobs on Hold button. The Update Holds page appears showing all jobs on hold.

To update a hold:

  1. Choose the appropriate subdivision and hold status, then click the Show Jobs button. A list of all jobs within the selected subdivision appears.

  1. In the Update Hold Information section, add any information as needed to update an existing hold.

  2. In the Sel column, click the check box next to each job that needs to have hold information updated.

  3. Click the Update Selected Jobs button.

To reactivate a job:

  1. Choose the appropriate subdivision and hold status, then click the Show Jobs button. A list of all jobs within the selected subdivision appears.

  1. In the Sel column, click the check box next to each job that is to be reactivated.

  2. Click the Re-Activate Selected Jobs button.

BuildPro has the ability to automatically reactivate a job on its reactivate date. This functionality requires the "Auto-Reactivate Held Jobs" module. When the module is turned on, users will choose a reactivate date for a hold job, on which BuildPro will automatically reactivate the job. Users will still have the ability to manually reactivate a hold job before the reactivate date.

 

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