Summary Tab
Job
Name: Unique name for this job.
Start Date:
Date that the job is scheduled to begin. May not be the start date of
the first task in the schedule.
Builder's
Plan: For integrated companies this will show the name
of the plan used for this job. For stand-alone BuildPro users, this will
display the template name used to create this job.
Promised
End Date: This is the date promised to the customer that the job
will be completed (not necessarily the end date of the last task in the
schedule). The "BuildPro Generated" specifies whether the Promised
End Date was generated from the end date of the job schedule or if this
date was actually sent through integration from the accounting system.
Elevation: This
is the differences in appearance of a house by plan.
Selection
Sheet Received Date: The date you received the selection sheet
from the buyer.
Swing: Designates
which side of the house the garage is on.
Release
Date: The date the lot was released for construction.
Budget:
Dollar amount budgeted for this job.
Contract
Date: The date the contract was signed by the home buyer.
Sales Price:
Dollar amount to be paid by the customer.
Financing
Expire Date: The date the lender financing guarantee expires.
Saturday/Sunday
Workday: Indicates if the job schedule should schedule tasks
on weekends or not. Checked means yes.
House Type:
Use this field to view or enter house types
Sold Canceled Model Pending Spec Transferred Closed
Purchaser
Name: Person buying the home (home buyer).
Organization:
Organization
the job belongs to.
EPO Email:
Email address that will be used for notification when an EPO is
created and marked "ready".
Primary
Contact: Or construction manager responsible for the job.
EPO Authority
Amount: This
is the dollar threshold for an EPO created for this job. EPO's created
above this amount will require approval. Blank indicates no threshold
and $0 means that every EPO will need to be approved.
Warning
/ Locked: This
determines whether the user gets a soft warning when going over the limit
of an EPO. If checked, the user gets a warning but is allowed to continue
and submit the EPO to the vendor without approval. Locked means that a
person creating an EPO over their dollar limit will not be able to submit
the EPO without approval.
MPO Authority
Amount: The
dollar amount over the original measurement PO that the user can receive
without needing approval. An MPO needing approval will not be exported
to the accounting system for payment until it is approved.
MPO Authority Percent:
The
percentage of dollar amount over the original measurement PO that the
user can receive without needing approval. An MPO needing approval will
not be exported to the accounting system for payment until it is approved.
Template:
BuildPro template the job was created from.
Template ID: BuildPro
data base number of the template.
Imported: Indicates
if the job was created manually in BuildPro or through integration.
Transmit EPO: Indicates
if notice will be sent to the EPO Email address or not. This setting comes
from the org the job was created from.
Created: Date
and time the job was created in BuildPro.
Modified: Date and time the job was last modified in
BuildPro.
(Radio Buttons)
Do Not Recalculate Job
Schedule: If
this is selected, then any changes will not impact the job schedule.
Recalculate Job Schedule
for Scheduled Tasks: If
this is selected, then the job schedule is recalculated for scheduled
tasks only.
Recalculate AND Initialize
Job Schedule for Scheduled Tasks: If this is selected,
the job schedule is recalculated and change the baseline dates.
Status Tab
The Status tab lists
all stages for your job, the number of tasks within that stage that are
Complete, the number of tasks
within that stage that are In Progress,
and the total number of tasks for that stage. Then,
there is a bar graph that shows the percentage of completion for that
stage. The
blue bar represents completed
items and the red bar represents
the total number of tasks. Yellow is in progress.
Tasks In Progress: Total number
of tasks for the job that are currently in
progress status
Scheduled Tasks: Total number
of tasks for the job that are currently scheduled.
Status: This shows the
current status for the job. When
the job is completed or canceled, click
this field and choose the correct status.
Notes:
This is
for any pertinent information relating just to this job.
Lot Information Tab
Job Location Section
Address:
Street address for the job.
Address2:
2nd line for street address for the job.
City: City
where the job is located.
State: State
where the job is located.
Zip: ZIP
code for the job.
Legal Information Section
Subdivision:
Subdivision name where the job is located.
Plan Name:
Builder's home plan name. Is displayed in the Builder's Plan field, on
the Summary tab and on the Home Summary by Task and Home Status reports.
Lot: Legal
lot number for the lot.
Block: Legal
block within the subdivision where the job is located.
Legal Desc
3 and 4: Optional fields to include additional legal descriptions.
Lot Ownership Section
Lot Owned
by Builder: This
should be checked if the lot for the job is owned by the builder and not the purchaser.
Lot Owned
by Purchaser: This
should be checked if the lot for the job is owned by the purchaser and
not the builder.
Lot Owned
by Other Party: This
should be checked if the lot for the job is owned by someone other
than the purchaser or the builder.
Owner Name:
Owner
of the lot if not owned by builder.
Owner Address/City/State/ZIP/Phone:
Address
information for the owner if not owned by builder.
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