9. PDA Training Guide - Version 1
  9. PDA Training Guide - Version 1

9. PDA Training Guide

Version 1
Printed on June 06, 2020  
9. PDA Training Guide - Version 1
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9. PDA
9.1 Getting Started

9.2 Maintain Lot Punch Task
    9.2.1 Reviewing/updating existing lot punch tasks
    9.2.2 Creating a new lot punch task

9.3 Maintain Lot Task Variance

9.4 Update Multiple Schedule Lot Task

9.5 Maintain Project Punch Task
    9.5.1 Reviewing/updating existing project punch tasks
    9.5.2 Creating a new project punch task

9.6 View Lot Options
Updated June 16, 2010    
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9.1 Getting Started
A complete overview of the PDA module and its applications.


Application Purpose
Maintain Lot Punch Task Purpose of application is to add punch task(s) to lot task(s). A punch task is not related directly to a lot task. Lot punch task is simply a fix that needs to be performed during or after the lot task completion. NOTE: Punch tasks cannot be assigned to lot tasks whose schedules have been deleted, but can be assigned to tasks which have not began or whose schedules have temporary stopped.
Maintain Lot Task Variance Purpose of application is to add lot task variance(s) to expired schedule lot task(s) whose completion dates have already passed.
Update Multiple Schedule Lot Task Purpose of application is to update scheduled tasks for one or more lots en masse. You can change the completion status, add punch tasks or task variances.
Maintain Project Punch Task Purpose of application is to create, update, view and distribute project punch tasks. Project punch task, is simply a fix that needs to be performed during or after the project's completion (e.g. re-sod lawn at community entrance).
View Lot Options A report which displays standard and miscellaneous options currently approved on a lot. Note: Unapproved options will not display.
Updated June 16, 2010    
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9.2 Maintain Lot Punch Task
Purpose of application is to add punch task(s) to lot task(s). A punch task is not related directly to a lot task. It's simply a fix that needs to be performed during or after the lot task completion. Note: Punch tasks cannot be assigned to lot tasks whose schedules have been deleted, but can be assigned to tasks which have not began or whose schedules have temporary stopped.


9.2 Maintain Lot Punch Task
Step Action
1. Open Maintain Lot Punch Task application.
2. Enter a lot ID in the Enter Schedule Lot ID input field, select a task ID from the Task ID drop down list and click .
3. Fill out the Maintain Lot Punch Task form. Make sure that all of the required fields, marked by an asterisk (*), are filled out.
FORM FAQ
Description A detailed description of what must be done in order to fix the defect (punch task) that has occurred during the current task. Since there could be more than one punch task, please record them individually, each one in a separate text field.
Common Punchout Task Predefined punch task and its description.
Status Current status of the punch task (e.g. not started, progressing/started or approved/completed).
Room Predefined list of all the rooms/spaces in the house to which punch task should apply.
Completion Date Date, by when a punch task should be completed.
Note: To add more punch tasks, click .
4. When done, click .
Updated June 16, 2010    
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9.3 Maintain Lot Task Variance
Purpose of application is to add lot task variance(s) to expired schedule lot task(s) whose completion dates have already passed.


9.3 Maintain Lot Task Variance
Step Action
1. Open Maintain Lot Task Variance application.
2. Enter a lot ID in the Lot ID input field, select a task ID from the Task ID drop down list and click
3. Fill out the Maintain Lot Task Variance form. Make sure that all of the required fields, marked by an asterisk (*), are filled out.
FORM FAQ
Status Status of the variance task (e.g. active, inactive).
Note: Inactive status will suppress the Variance Task record and it will not be shown on any of the reports.
Variance Type A reason for task's delay or incompletion (e.g. rain, strike, delivery delay).
Duration How long a task was delayed or incomplete for. Enter a number of days or hours in the input field and select a duration type from the drop down list (e.g. 2 Days or 3 Hours).
Comments Comments, notes or any additional information.
Note: To add more punch tasks, click .
4. When done, click .
Updated June 16, 2010    
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9.4 Update Multiple Schedule Lot Task
Purpose of application is to update scheduled tasks for one or more lots en masse. You can change the completion status, add punch tasks or task variances.


9.4 Update Multiple Schedule Lot Task
Step Action
1. Open Update Multiple Schedule Lot Task application.
2. You can look up a scheduled lot task by super, lot, date, etc. Try to narrow down your search criteria; to reduce the time it takes to retrieve data. Once you have made your selection, click .

Note: There is a way to suppress extra data entry fields. To do so, in Show section of the form choose only those items you need by selecting the appropriate check boxes. So for example, if you won't be adding any punch or variance tasks, deselect those check boxes before running the application.
3. A list of tasks gets displayed.

FORM FAQ
Confirmed Place a check mark in this check box if the vendor has confirmed he/she will be at the site to perform the required task on the entered date.
Completion Status Select the appropriate completion status for a task. There are several ones to choose from:

Task completion status
N=Not started.
P=Progressing.
C=Completed - task has been completed, schedule can proceed, but payment has not been released yet.
A=Approved - task has been completed, schedule can proceed and payment to the vendor has been released.

Note: If the task does not release a cost type/payments (e.g. BACKFILL_INSPECTION), status "C" is suppressed.
Task Color Definition For visual clarity, 4 color types are used to define each type of task:

= A task that deals with the delivery of supplies/materials (e.g. - DELIVER STEEL).
= A task that deals with execution of some work/action (e.g. - INSTALL DRAIN WRAP).
= A task that deals with ordering of supplies/materials (e.g. - ORDER DRYWALL).
= A task that deals with inspection of premises/work/supplies (e.g. - INSULATION INSPECTION).

View Task
To view task details, click on the task ID link (). Note: If Lot grouping was selected on the main form, then a detailed view of a task for all lots will be displayed.

Add Punch Task
To create a punch task, click on the link. Punch tasks can be added to any scheduled lot tasks other than the ones with status N - Not Started. Punch tasks are not related directly to a lot task. It's simply a fix that needs to be performed during or after the scheduled lot task's completion.

For details, see Maintain Lot Punch Task section of the training guide.

Add Task Variance
To create a task variance, click on the link or select a predefined variance type from the drop down list, located beneath the link. Task variance(s) are added if a scheduled lot task is falling behind the schedule.

For details, see Maintain Lot Task Variance section of the training guide.


Tip: A plus sign beside Add Punch Task or Add Task Variance links indicates that one or more records already exist (e.g. ). To view them, click on the link(s).
4. When you are done, click .
Updated June 16, 2010    
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9.5 Maintain Project Punch Task
Purpose of application is to create, update, view and distribute project punch tasks. Project punch task, is simply a fix that needs to be performed during or after the project's completion (e.g. re-sod lawn at community entrance).
9.5.1 Reviewing/updating existing project punch tasks
Step Action
1. Open Maintain Project Punch Task application.
2. Select a project from the Select a Project drop down list.
3. Enter a vendor ID in the Select a Vendor input field or click on the button to find one.
4. You can narrow down your search even further by filling out Optional Search Restrictions section of the form; you can select a punch task status (e.g. completed) and/or completion date range (June 1-10, 2010).
5. When you are ready, click .
6. Review the Project Punch Task form and make any necessary adjustments. You can modify description, status or completion date.
7. When you are done:
  • To save and exit, click .
  • To save and distribute, click .
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9.5.2 Creating a new project punch task
Step Action
1. Open Maintain Project Punch Task application.
FORM FAQ
Select a project To which project do you want to add a punch task? Select a project from the Select a Project drop down list.
Select a vendor Vendor, is another mandatory field. Enter a vendor ID in the Select a Vendor input field or click on the button to find one.
Select status To search and update an existing project punch task, select its status from the drop down list (e.g. progressing, completed).
From completion date & To completion date You can also search for an existing project punch task by entering a date range within which it was or should be completed.
2. To create a project punch task, you must select a project and vendor. These are the 2 mandatory fields.
3. When you are ready, click .
4. Fill out the Project Punch Task forms. Enter description, status and completion date.

FORM FAQ
Punch Task Template Predefined, commonly used, Punchout tasks. To use one: select a task from the Select a Common Punchout Task to Load drop down list and check off the check box on the left of it, to insure the loading of the actual template.
Description Description, notes or comments about the current Punch Task.
Status Status of the Punch Task (e.g. Not started, Progressing/Started, Approved/Completed). Default value is Not Started.
Completion Date A date by which a Punch Task is scheduled to be completed.

The number that the link represents (e.g. , or ) is actually the number of days by which the current date gets incremented.

Example: Today is 04/01/07. After a link is clicked, date gets incremented by 1 and becomes 04/02/07. You can repeat this step as many times as necessary.
5. When done, click or to distribute the current Project Punch Task info, click .
6. In the Distribute Project Punch Task form, choose a contact method (e.g. email, fax) by selecting the appropriate check box.

When done, click or to distribute immediately without previewing. Below is an example of the Preview mode.

Tip: If the selected vendor has no contacts, as in the example below, you can set them up in Maintain Vendor CS Contacts application. For details, see Maintain Vendor CS Contacts section of Construction Scheduling training guide.
7. To exit the application, click .
Back to the top
Updated June 16, 2010    
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9.6 View Lot Options
A report which displays standard and miscellaneous options currently approved on a lot. Note: Unapproved options will not display.


9.6 View Lot Options
Step Action
1. Open View Lot Options application.
2. Enter one or more lot ID's, separated by commas, in the Lot ID input field. Add any of the other additional fields (e.g. option approval info) to the report. And finally, select the sorting method (e.g. by group or room) and click .
3. Below is an example of the Lot Options report. A list of all standard and miscellaneous options currently on the lot is displayed.

Note: If some options haven't been approved on the lot, you will see the following message.
4. When you are done, click .
Updated June 16, 2010