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, there will be a portion of the configuration missing and it will be time-consuming to find where it is.

Complete Implementing HomeBuilder Section

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

• Cost Groups and Details - this setup enables reporting and automates data entry in the long run. It should be present for you
• Implementation of Construction Items - This article will require you to use information from interconnected articles. They are clearly listed.
• Implementation of Color Charts - work through this article only if you plan on implementing Color Charts.  

Complete other articles from the Implementing Homebuilder Help File Section.

HomeBuilder Base Setup Section

• HomeBuilder Base Setup - This Help File section should be worked on in the sequence that is provided in the Help Files (this section), article by article. Certain Help Files in this section will not require configuration of the HomeBuilder System, but a review of the setup or your awareness of the currend configuration and the options available.

Financial Setup Section

• Financial Setup - this Help File section 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 section of Help Files 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 might work for you as a starting position, so we provide them in the Configuration Packages listed above. When 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 called 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.