Options define the user's global option
listing (or list of assemblies) that is used to "build" the
available selection list for plan types. Options are attached to plans
so that the sales can view and sell the options that are available. Options
can be "lot dependent" meaning that they may or may not be available
depending on the structure or make-up of a lot. Options are costed
at the Project level - usually before the SR has selected any Workup Options.
Tasks
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Steps
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Add Option Codes
Back
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Navigation Path
Data Library > Options >
Option Codes
Steps
- Select the Add Option Code
link.
- Use the text field to enter the Number.
- Use the text field to enter a URL
to be displayed in the option selection area.
- Use the text field to enter the Description.
- Use the pull-down list to select the Option
Category.
- Use the pull-down list to select the
Status (Available, Lot Dependent, Pricing, Standard, Unavailable)
Note: Status of 'Pricing' makes option available to Bidding & Contracting
to cost but not available to Sales.
- Leave the default Pricing
as Fixed or use the radio button to designate
pricing as Overridable.
- As appropriate, use text fields to enter the optional
information: Internal
Notes.
- Select Add Activity Code
button to assign an existing activity to the option code.
- Select one or more checkboxes for the Activities
to be added.
- Select the Add Activity(s)
button to add the selected activity(s).
- Select Add Activity Code
button to assign an existing activity to the option code.
- Select one or more checkboxes for the Activity
Packages to be added.
- Select the Add Activity
Packages button to add the selected activity packages.
- Select Save to save
the option code and return to the Option Codes List
screen.
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Edit Option Codes
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Navigation Path
Data Library > Options > Option Codes > Edit
Steps
- Select the Edit
link for the specific option code to be modified.
- Follow steps 2 through 10 above
in the Add Option Codes sub-task.
- Select one of the following;
- Save to save the
selection and remain on the Edit Option Code screen.
- Save & Exit to
save the option code and return to the Option Codes
List screen
- Cancel
to discard your changes.
- Save &
Update Plans to save the option code and flow the changes to other
objects the option code is associated too.
- Listed are all
that the option code is associated. Select
the attributes to update the information and then select the plan(s) and/or
Pending Workups & COs to be updated. Continue by selecting one of
the following;
- Update
Selected to update the plan(s) and remain on the Edit Option screen.
- Update
Selected & Continue to update the plan(s) and continue to select
the projects that will be updated with the current plan option status.
Select Skip to not update any plans and continue to select the projects that will
be updated with the plan option status. Note: If you do not select any plans and choose this button BuildTopia
will return an error message instructing you to select a plan before continuing.
- Select the project(s) that should
be updated with the current Plan Option Status by selecting the corresponding
checkboxes.
- Select Update
Selected & Exit or Exit to
discard changes and return to the option list.
- Exit
to not update any plans and continue
to the Option Code list.
Note: You can also update the Option
Status within Data Library > Plans > Options and PS
> Plans > Options. You have the ability to have different option
status at the Data Library, Data Library Plans and Project Level. Below
is a graphical depiction of how option statuses can be different.
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Archive Option Code
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Navigation Path
Data Library > Options > Option Codes
Steps
- Select the Edit
link for the specific option code to be modified.
- Select Inactive
in the Status field.
- Select Save to save
the Option Category and return to the Option Code
List screen.
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Copy Option
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Navigation Path
Data Library > Options > Option Codes
Steps
- Select the Copy Option Code
link.
- Enter the information to search for the option
code to copy.
- Select Copy
link for the option code to be copied.
- Edit the information that needs to change
- Select Add Activity(s)
button to assign an existing activity to the option code.
- Select one or more checkboxes for the Activities
to be added.
- Select the Add Activity(s)
button to add the selected activity(s).
- Select Save to save
the option code and return to the Option Codes List
screen.
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Delete Option Code
Back
to Top
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Navigation Path
Data Library > Options > Option Codes
NOTE:
Only option codes that are not associated to any plans can be delete.
Steps
- Select the Delete
link for the specific option codes.
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