Shortcuts for Adding New Project That's Similar to Existing One Reference Guide - Version 1 Home | Print Full Reference Guide     
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Shortcuts for Adding New Project That's Similar to Existing One

PURPOSE: TO ADD A NEW PROJECT
To existing junctions
To vendor costs
To option status
To option selling price
Update option calculated price
Update option explicit price
Floorplan activation

Adding a new project to existing junctions - how to find and add new project specific parameters
Step Action
1. Locate all Junctions that have Project parameters and add a new project.
2. Open Update Takeoffs application.
3. Enter a Cost Type and/or enter an Entity Type and/or select an existing similar Project. Click Search.
4. Drill on the link to take you to the Maintain Takeoff screen.
5. Place a check mark to select the Junction and click Add Parameter to Selected Junction.

Enter new Project and click on Add Parameters to Junction.

NOTE: Once you have added your new project you will need to publish these changes. Open Publish Takeoff Entity application. If parameters were added to any Option you will also need to update Option Calculated Prices or update Explicit Prices for those Options.
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Adding a new project to vendor costs
Step Action
1. Locate project specific Vendor Costs and add new project.

Open View Items Report (Detail) application.
2. Enter Cost Type to search.

Hold down Ctrl key and also select Vendor Name, Vendor Price and Vendor Prices Add/Update. Click View Items.
3. Click on the Add Vendor link, if there is a different vendor for new project, and proceed to Step 5A or click on the Price link to add new project, if vendor is the same, and proceed to Step 4A.
4.
  1. Add to current vendor (skip to STEP 5A if adding a new vendor). Enter new Project and click Add Project to Scope.
  2. Note new project is added. Click Save.
5.
  1. Add new vendor. Look up Vendor and click Add Item to Vendor.
  2. Set Vendor PO Unit of Measure, select Vendor Does NOT Have a Generic Cost for This Item and click Save and Update Costs.
  3. Click Add New Vendor Cost.
  4. Enter Vendor Cost, Effective From Date, Vendor Cost Scopes, select Type and click Save.

    Go to STEP 3 and repeat for each vendor price.
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Adding a new project to option status
Step Action
1. Locate option status and add new Project.

Open View Options Report (Detail) application.
2. Choose Option Group. Click View Options.
3. Drill on Option.
4. Click Save and Update Status.
5. Click Add New Option Status.
6. Choose Status, New Project, set Effective From Date and click Save.

Go to Step 3 and repeat for each Option.
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Update option calculated price
Step Action
1. Update Option Calculated Prices once new project has been added to Junctions.

Open Update Option Calculated Prices application.
2. Choose an Option Group.

Enter new Project and click Update Option Prices.
3. Set Price Effective From and click Save Prices and go to next page.

Repeat this step until complete.
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Update option explicit price
Step Action
1. Update Option Explicit Prices once new project has been added to Junctions.

Open Update Option Explicit Prices application.
2. Choose Option Group, enter new Project and click Search.
3. Adjust Price, enter Changed Prices Effective From Date and click Save.
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Maintain floorplan projects - Making plans active for new Project in Maintain Floorplan application
Step Action
1. Open Maintain Floorplans application.
2. Enter existing Floorplan and click Open.
3. For new project, enter Floorplan Base Price, Price Effective From Date, Status and Status From Date.

Repeat Step 2 and 3 for each floorplan.
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Updated December 18, 2007