HOMEBUILDER: GENERAL SETUP

The roadmap for implementing HomeBuilder is below. You should work in the sequence listed. It is imperative that you do not skip any article or step. If you do, a portion of the configuration will be missing, and it will be time-consuming to locate the problem.

Complete Implementing HomeBuilder Section

Proceed to complete the steps outlined in the following articles in sequence:

Cost Groups and Details (Financial Setup) - This setup enables reporting and automates data entry in the long run.
Implementation of Construction Items - This article will require you to use information from interconnected articles.
Implementation of Color Charts - Work through this article only if you plan on implementing Color Charts.

Complete the other articles from the Implementing Homebuilder category.

HomeBuilder Base Setup Section

HomeBuilder Base Setup - This article should be worked on in the sequence provided. Certain articles in this section will not require configuration of the HomeBuilder System, but will review the setup or your awareness of the current configuration and the options available.

Financial Setup Section

Financial Setup - this category should also be reviewed in the sequence provided. Some articles might only require you to be aware of the options or functionality available, depending on your company processes.

Financial Operations

Financial Operations - review this category only in the areas that you are going to use. For instance, some Production Homebuilders do not use Work In Process (WIP) in HomeBuilder. If this is your case, skip these articles.
- This section is about day-to-day operations. However, before your admin staff can work with repetitive processes, initial setup should be in place and reviewed to ensure it fits your needs.

What Might You Want to Review and Adjust?

The suggested records may serve as a starting point for you, so we provide them in the Configuration Packages listed above. When you open your first Company, you should already have:

Lot Types.
Cost Codes.
Base Contract Items. You can search our Help Files to find information as you need it.

The following list contains tables and data that are ready, i.e., pre-configured, but will likely require modifications:

Global Item Category (70526205).
Global Cat. House Area (70526206).
House Areas + sub tables:
House Area Measurement.
Applicable Checklist Items (used for PDI).
Global Key Date Category (70526200).
Key Date Category (70526170).
Key Dates.
Key Date Templates.
Key Date Template Item (70526173).
Closing Date Types.
Closing Dates.

Bringing in History

This part is often referred to as data migration. It is a specialized and multifaceted process that is best conducted by, or in conjunction with, your HomeBuilder Partner.

GL Open balance.
Open AP.
Open Bank Ledgers.