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Construction Workflow Templates - Local and Global

Overview of the Local Construction Workflow Templates

The concept of the workflow is to create a sequence of tasks through which a home-building process passes from initiation to completion.

Note

You are already doing this, just maybe not electronically. For most customers, the site super is happy to use this system on their tablet. It is quick, easy, and keeps everyone up to date on exactly where you are in construction.

The Workflow Template is the definition of a workflow that will be used to define the workflow for each of the Lots. To access, open a Lot Card and click Workflows Cue on the right-hand side Infopane.

Scheduling can be done in the following modes:

  • Ends at Closing.
    • Workflow is scheduled in such a way that it should be completed at a Lot Closing Date.
  • From Start Date.
    • Workflow is scheduled forward starting from a given date.
  • Manual.
    • Scheduling is to be done manually or not done at all.
Important

You do not have to use the Scheduling and Task Operations part of the system. However, you must setup at least one Construction Workflow Template and this must have at least one Task within the template.

"Construction Workflow Templates" have a local scope which means each Company has its own list.

Note

You do not need to setup local Construction Workflow Templates if you want to define them globally (for all companies). Refer to Section "Global Construction Workflow Templates".

To define workflow templates, open the page "Construction Workflow Templates" by searching it or by navigating to a Roles Center (i.e. Homebuilder - Setup - Construction Workflow Templates).

"Construction" Workflow or Not?

You set a workflow as a construction workflow type in order that it appears on the site super's menu. These are accessed from the Lot - Task Operations button.

All other workflows are typically handled in the office and accessed from the Lot - Workflows button. Both can be found under the "Related" button on the Lot page.

To make the workflow to be a "Construction" type, click on the flag called "Construction Workflow".

Functions on the Page

To access, search Construction Workflow Templates.

  • Workflow Tasks- this button will take you to the Workflow Task List.

This action prints the report which shows the tasks of the selected workflow template and their tasks-predecessors.

Push to Lots

This option takes your templates and sets up the Lot-specific tasks.

  1. In the page "Construction Workflow Templates", select workflow templates to push.
  2. Press "Push to Lot".
  3. In the page "Push Workflows to Lots", select target lots.
  4. Press "Push Workflows".

Copy from another Company

Does what it says. This action is useful when you create a new company and need to copy all workflow templates from another Company.

Why Choose Global or Local scope for your workflows?

If you have the same templates, tasks, etc. for each company, choose to use the Global tables instead of the Local ones (both listed below).

When in doubt choose local. You can always copy from one company to another or create your new company from a template company (if you have created one).

List of Global Pages:

  • Global Construction Workflow Templates.
  • Associated Pages:
    • Global Key Date Categories.
    • Global Key Dates.
    • Global Key Date Templates.

List of local Pages

  • Construction Workflow Templates.
  • Associated Pages:
    • Key Date Categories.
    • Key Dates.
    • Key Date Templates.

Global Key Date Categories

To define Global Key Date Categories, open the page "Global Key Date Categories" by searching it or by navigating to a Roles Center (i.e. Homebuilder, then Setup, and lastly select Key Date Categories).

  • "Global Key Date Categories" have global scope, which means once setup in one company, they are available for use in all companies.
  • Global Key Date Categories get pushed to local companies on pushing Global Construction Workflow Templates to Lots.

Global Key Dates

The define Global Key Dates, open the page "Global Key Dates" by searching it or by navigating to a Roles Center (i.e. Homebuilder - Setup - Global Key Dates).

  • "Global Key Dates" have global scope, which means once setup in one company, they are available for use in all companies.
  • Global Key Date Categories get pushed to local companies on pushing Global Construction Workflow Templates to Lots.

Global Key Date Templates

The define Global Key Dates, open the page "Global Key Date Templates" by searching it or by navigating to a Roles Center (i.e. Homebuilder - Setup - Global Key Date Templates).

  • "Global Key Date Templates" have global scope, which means once setup in one company, they are available for use in all companies.
  • The page Global Key Date Templates has an action "Key Dates".

Global Key Date Template Items

Action "Key Dates" opens the page "Global Key Date Template Items" which allows for defining which key dates belong to the template.

The page "Global Key Date Template Items" has the following actions:

  • Add Key Dates.
    • Action "Add Key Dates" opens the page with a list of all key dates (retrieved from Global Key Dates). To add key dates to the template, select them and press "Add Key Dates".
  • Copy to Key Date Template.
    • Action "Copy to Key Date Template" creates a new global key date template and copies selected key dates to it.

Global Construction Workflow Templates

To define global workflow templates, open the page "Global Construction Workflow Templates" by searching it or by navigating to a Roles Center (i.e. Homebuilder, then Setup and select Global Construction Workflow Templates). "Global Construction Workflow Templates" have global scope, which means once setup in one company, they are available for use in all companies.

The page has the following actions:

  • Workflow Tasks.
  • Print.
  • Push to Lots.
Note

The flag called "Construction Workflow" is used to indicate that the workflow is of a type “Construction”. The task with the Job Task Type "Posting" created from such a template will have the flag "Construction Task" set to 'Yes'.

Workflow Tasks (Global)

On the page Global Construction Workflow Templates, click Workflow Tasks Action to open Workflow Tasks. The page allows a user to define tasks for a selected workflow. To establish dependencies between tasks, a user defines task predecessors (none or many) for each task in the list of workflow tasks.

Each task can be assigned with Start Key Date Code and End Key Date Code.

At the time a task starts for a Lot, the Actual Date of the corresponding Lot Key Date (determined by "Start Key Date Code") will be assigned with the task Start Date. At the time a task gets completed, the Actual Date of the corresponding Lot Key Date (determined by "End Key Date Code") will be assigned with the task Start Date.

When the workflow for a Lot gets scheduled or re-scheduled, the "Scheduled Date" for Lot Key Dates will be assigned with scheduled start and completion dates for the respective tasks.

Print

This action prints the report which shows the tasks of selected global workflow template and their tasks-predecessors.

Push to Lots

This action allows a user to instantiate workflows (Job Tasks and dependencies between them) for specific Lots using selected workflow templates.

  1. In the page "Global Construction Workflow Templates", select workflow templates to push.
  2. Press "Push to Lot"
  3. In the page "Push Workflows to Lots", select target lots in target companies.
  4. Press "Push Workflows".
Note

To see the "big picture" interplay between Workflow Tasks, Construction or Selection Packages/Color Charts, Models, Planning Lines, and Purchase Invoices, visit Task-Item-Purchase Invoice Linking Help File article. You will find an informative diagram and links to areas you might want to explore in detail.