Manage Schedule Option Lockouts

Revised October 24, 2008

Description

By using schedule option lockouts the user can prevent the customer from selecting options after construction has proceeded too far to easily add the option. A locked-out option (or locked out category of options) is unavailable to select beyond the assigned phase in the schedule. (Locked out options display in the Sales Rep workup screens, but are not available to edit.)

Notes

Options lock outs are managed at and assigned to the phase level. The start or end of the scheduled phase may be selected as the point the option[s] locks out.
Entire categories may be assigned a phase to lockout, individual options may be assigned differing phases, or a combination of the two may be used.
Option lockout status of Complete indicates all options in all categories have been assigned a phase to lock out. A schedule template status may be complete and in use while not all options have been assigned a lockout.
Locked out options may be overridden in the Project Management module with appropriate permissions. See Manage Schedule Option Lockouts (in Scheduling & Project Management) for lockout override discussion.

Primary Task	Associated Task
Create Option Lockouts	Print Version

Tasks

Steps

Create Option Lockouts

Navigation Path

Data Library > Schedules > Option Lockout Status (edit)

Select the Edit link from the Option Lockout Status column.
To define Option Category level lockouts for each Option Category:

Select the schedule phase from the Lockout Phase pull-down menu.
Select Start or End radio button to define the Lockout Point.

NOTE: This selection indicates whether the option category selections are locked at the beginning of the first task in the phase, or the completion of the last task in the selected phase.

To define Individual Option Codes lockouts for the appropriate Option Category:

NOTE: Save changes before continuing to option codes for a category. Proceeding to the Individual Option Codes screen without saving changes will discard any unsaved Option Category lockouts.

Select the Edit link.
Follow steps 2a - 2b to define the lockout for each option code within the category.
Select the Save button to save the lockout changes, or, as appropriate, select the Cancel button to discard the changes.

Select the Save button to save the lockout changes, or, as appropriate, select the Cancel button to discard the changes.

Print Version

Navigation Path

Data Library > Schedules > Option Lockout Status column

Steps

Select the Print Version link. The Option Lockout Report PDF opens in a new window.

Contact Customer Support: 1-800-411-2020 Option 4 or support@buildtopia.com