Adding/Tracking Plans and Lots

Purpose

You can track projects by Plans and Lots

Steps

 

Adding and Tracking Plans (Plan Level Task Dates)

When a new plan is added (and for default Plan 1) the Plan Properties section displays the Plan Level Task Dates fields.

  • The same date field displays on the Tasks tab and in the Change Status dialog; editing a date in either location updates all locations.

The status icon for the plan changes as the Start and Complete dates are entered for each task (assuming that the only Plan Level tasks are Truss Design and Seals Approved).

  • Initially, the Plan Task/Status, in the left column, displays the Truss Design symbol with a red box status icon above it; this indicates the status is not started:

  • When the Truss Design Start date is added, the status icon changes to a half-filled yellow box; this indicates the status is in progress:

  • When the Truss Design Completed date is added, the task icon reflects the next task, Seals/Approved Design Start, with an empty red box icon (this indicates the status is not started):

  • When the Seals/Approved Design Start date is added, the status icon changes to a half-filled yellow box; this indicates the status is in progress:

  • When the Seals/Approved Design Complete date is added, the status icon changes to a filled green box; this indicates the status is complete. This is the last Plan Level task:

Note that the workflow is the same for Lot Level Tasks/Dates.

Adding and Tracking Lots (Lot Level Task Dates)

Lots can reference portions of an elevation using Releases (formerly called Plan Groups).

Note: When multiple releases are delivered to the same lot it is suggested to include a release indicator in the lot name (e.g., 1 Floors, 1 Roof, 1 Release1, 1 Release 2…)

Lot Level tasks work the same way as Plan Level tasks; changing the Start and Completed dates will update the task icon and status indicator.

  • When a new Lot is added, the Lot Properties pane displays the Task Date fields for the Lot Level tasks.

    • These date fields display on the Tasks tab and in the Change Status Dialog; editing a date in any of these locations updates all locations.
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