HOMEBUILDER:  PLANNING  >  PHASE PLANNING LINES

In this article:

Overview | When to Use It | Phase Planning Line Page | Actions

Overview

A Planning Line is one item, in one House Area, on one Lot, which is the smallest unit of planned work in HomeBuilder. It carries the Progress Status that moves through Pending, Ordered, Started, Reported and Completed as the work is ordered from the vendor, carried out, reported and finally accepted, and it is what a Vendor Work Order line, a Purchase Order line and ultimately a purchase invoice all trace back to.

The Phase Planning Lines page is that same information at Phase level, showing every Planning Line of every Lot in the Phase, in one list. Where the Lot Planning Lines page answers “what is left to do on this house?”, this page answers “what is left to do across this whole development, and who is doing it?”.

When You Would Use It

Construction is rarely bought one house at a time. A vendor is engaged for a trade across a run of Lots, and the site is ordered, chased and accepted trade by trade rather than Lot by Lot. The Phase-level list is where that work is done.

• Ordering a trade across several Lots at once. Filter the list by Vendor No., or by item, or by Item Category Code. Select the lines for every Lot the vendor is working on, and run Create Work Orders. The lines are grouped by Vendor and Vendor Contract, so one Work Order covers all of those Lots instead of one being raised per house.
• Ordering and purchasing in the same pass. Where a trade is ordered from the vendor and purchased at the same moment, Create WOs and POs produces the Work Order and the Purchase Order together.
• Finding what has been planned but not yet ordered. Filter Work Order No. to blank and the page shows exactly the work that has been planned but never sent to a vendor. This is the same view that the Construction Work Order Management page drills into, one vendor at a time.
• Changing vendor or contract in bulk. When a trade is re-let, split between two vendors, or a vendor is replaced part-way through a Phase, select the affected lines and run Assign Vendor Contract once rather than editing each Lot in turn.
• Recording progress in bulk. A crew finishes the same trade on several Lots in the same week; Report as Done and Complete are then run over the whole selection in one step.
• Answering questions about the Phase. How many Lots still need this item; how much of a vendor’s work is still outstanding; what has already been invoiced.
  
  

Phase Planning Line Page

Go to Phases, select the Phase, and run the Planning Lines action. The same action is on the Phase Card. The page opens filtered to that Phase, and the Phase Code is shown in the page caption. For example, filtered to Planning Lines: PHASE01, clarifying which Phase you are looking at.

The list is sorted by Phase, Lot, House Area an Item. The most commonly used fields are:

The list of fields above is not exhaustive. Additional fields such as, cost and price detail, quantities, the progress date stamps, Designation, Usage and Bundle details, are hidden by default and can be revealed by using Personalization.

Most columns are read-only, because the values come from the plan rather than from the list. Of those above, Description, Instruction, Quantity, Unit Cost, Variant Code and House Area can be edited, but only while the line is still free to change. Variant Code, House Area and Quantity lock once the line belongs to a Selection Package or has been placed on a Work Order.

Actions

The Phase Planning Lines have the following actions:

• Create Work Orders  —  creates Vendor Work Orders from the selected lines.
• Create Purchase Orders  —  creates Purchase Orders from the selected lines.
• Create WOs and POs  —  does both in a single pass.
• Create POEs  —  creates Purchase Orders for Extras from the selected lines.
• WO Card  —  opens the Work Order for the selected line.
• Report as Done  —  records that the vendor has reported the work as finished.
• Complete  —  marks the selected Planning Lines as completed.
• Re-order  —  returns reported or completed lines to Ordered status.
• Assign Vendor Contract  —  changes the Vendor and Vendor Contract on the selected lines.

Create Work Orders

This action is fully detailed in the Create Work Orders section of the Planning > Lot Planning Lines. It functions in the same way.

Create Purchase Orders

This action is fully detailed in the Create Purchase Orders section of the Planning > Lot Planning Lines. It functions in the same way.

Create WOs and POs

Creates the Vendor Work Orders and the Purchase Orders for the selected lines together, in one action, and reports both counts.

Use it when a trade is ordered and purchased at the same moment. The Work Order sent to the vendor and the Purchase Order that will carry the invoice are produced together and stay in step, rather than running Create Work Orders and Create Purchase Orders as two separate actions.

Create POEs

This action "Create POEs" is described in section Upgrades and Extras.

WO Card

Opens the Vendor Work Order Card for the Work Order that the selected Planning Line belongs to. The action is only enabled when the line actually carries a Work Order No. meaning after a Work Order has been created for it.

Report as Done

This action allows to change the Progress Status of selected Planning Lines to 'Reported' to signify that the Vendor reported the completion of the Planning Lines. This step is optional.

If all Planning Lines of a Work Order get Progress Status 'Reported', the Work Order gets Status 'Reported'.

The completion of the Planning Lines is to be done by Site Super with the action "Complete" to signify confirmation of completion.

Complete

This action changes the Progress Status of selected Planning Lines to 'Completed'. On completion of a Planning Line, if all Planning Lines of a Work Order are completed, the Work Order gets completed. If all Planning Lines of this Task are completed, the Task gets completed.

Re-order

The action changes the Progress Status of the selected Planning Lines to 'Ordered'. The Work Orders where the Planning Lines belong change their Status to 'Issued'.

Assign Vendor Contract

When Planning Lines get created, Vendor No. and Vendor Contract No. are assigned from the corresponding Phase Items. However, there can be situations when you need to change the Vendor Contract for some planning lines. For example, you may contract two vendors to do roofing on a phase. Or you may fire a vendor and contract another one.

This action allows a user to assign a Vendor Contract to the selected Planning Lines. Select Planning Lines with the Designation 'Single Item' or 'Component' and run the action "Assign Vendor Contract".

In the pop-up page, enter "Vendor No.", then "Contract No." and press "OK".