System Admin Training Guide - Hyphen Solutions

1 BuildProSystem Administrator User Solutions , Ltd. 2013 Proprietary & ConfidentialiTable of ContentsProduct and Company Information ..iTrademark and Patent Information ..iDisclaimer of Warranties and Limitation of Liabilities ..iContact Customer Care .. iiReport Issues to Customer Care .. iiiUse This Guide .. ivChapter 1 - System Admin Basics .. 1 System Admin Overview .. 2 Security .. 2 System Admin Responsibilities .. 2 BuildPro Tabs .. 3 Logging In .. 3 General Password Information .. 6 BuildPro Home Page .. 7 Information and User Documentation .. 97 Day Outlook .. 9 Your Profile .. 9 Reset Other User Passwords .. 10 Cost Codes .. 13 Confirm Cost Codes in BuildPro .. 13 Confirm Cost Codes in Templates .. 14 Add Schedule Change Reasons .. 16 Change the Default Schedule Change Reason.. 17 Chapter 2 - Managing Orgs & Subdivisions.. 19 Managing Orgs & Subdivisions Overview .. 20 View an Org .. 20 Add a Subdivision.

2 21 Organization Detail Fields .. 22 Integration Tab .. 24 Assign Integrated Users .. 24 Add Holidays .. 26 Chapter 3 - Managing Document Folders .. 29 Folder Management Overview .. 30 Folder Management Rules .. 31 Access Folder Management.. 31 Folder Detail - Page Fields .. 32 Add a New Sub-Folder .. 34 Edit an Existing Folder .. 35 Add New Recurring Folder .. 35 Edit Recurring Folder .. 36 Table of ContentsiiHyphen Solutions , Ltd. 2013 Proprietary & ConfidentialChapter 4 - Users & Roles .. 39 Users & Roles Overview .. 40 Add Users .. 40 User Detail Fields .. 42 Email Notifications .. 43 Roles in BuildPro .. 44 Standard User Roles .. 45 Assign Roles .. 46 Job Users vs. Primary Users .. 49 Assign Job Users to an Organization.. 49 Assign Primary Users to an Org .. 51 Assign Job Users .. 53 Disable a User .. 56 Chapter 5 - Managing Suppliers .. 57 Managing Suppliers Overview .. 58 Add a Supplier .. 58 Add a New Supplier Form Fields.

3 60 Update Supplier Information .. 61 Update the Supplier s Location .. 63 Update the Supplier E-Destination .. 65 Create TBD Suppliers .. 67 Chapter 6 - Managing Templates .. 71 Managing Templates Overview .. 72 View Templates .. 72 Template Calendar View .. 75 Create New Templates .. 76 Link Reminders and Memos to POs .. 79 Template Edit Check.. 80 Template Actions .. 83 Setup the Options Translations Table .. 85 Option Translation Table Fields .. 86 Add/Change a Stage.. 87 Task Predecessor Scheduling.. 89Re-Sequence Tasks Button .. 91 Add Tasks .. 91 Task Types .. 93 Add Task Items .. 94 Assign Tasks to Stages .. 97 Update Milestone Information .. 99 Apply Template Changes to Jobs .. 101 Task Categories .. 104 Task Categories in Release Management .. 108 Assign Milestones to Tasks .. 110 Assign Tasks to Industry IDs .. 112 Assign Suppliers to Tasks .. 113 Table of ContentsHyphen Solutions , Ltd. 2013 Proprietary & ConfidentialiiiTest Templates.

4 115 Manually Create Jobs .. 115 Set Up Integrated Jobs .. 116 Troubleshooting .. 117 Chapter 7 - Plan Translation Tables .. 121 Plan Translations Overview .. 122 Create a Plan Translation .. 122 Delete a Plan Translation .. 123 Edit a Plan Translation .. 123 Chapter 8 - EPO, MPO, & Autopay.. 125 EPO, MPO, & Autopay Overview.. 126 Add Org-Level Authorizations.. 129 Add User-Level Authorizations .. 130 Add Supplier-Level Authorizations .. 130 Add Template-Level Authorizations .. 131 Add Task-Level Authorizations .. 131 Add Job-Level Authorization .. 132 EPO Reason Lists .. 132 Approve an EPO .. 134 Use Autopay Approval.. 135 Approve a PO with Autopay .. 135 Approve an MPO .. 136 Approve a Back Charge .. 137 Multiple EPO Approval Levels .. 139 Chapter 9 - Pausing & Holding Tasks .. 147 Pausing & Holding Tasks Overview.. 148 Add Pause & Hold Reason Lists .. 148 Pause or Hold a Job .. 149 Put a Job on Hold .. 149Re-Activate a Hold Job (Manually).

5 151Re-Activate a Hold Job (Automatically) .. 152 Add a Pause Task .. 152 Chapter 10 - Phase Management .. 157 Phase Management Overview .. 158 Subdivision List .. 158 Subdivision Actions .. 159 Subdivision Detail .. 159 Add a New Phase .. 160 Phase Actions.. 161 Transmit PO Information for Entire Phase .. 162 Update a Phase .. 163 Combined POs & Schedule Notifications .. 165 Table of ContentsivHyphen Solutions , Ltd. 2013 Proprietary & ConfidentialManage Groups .. 166 Lot Actions .. 167 Chapter 11 - Multi-Family .. 169 Multi-Family Overview .. 170 Modules and Roles .. 171 Creating and Maintaining Projects .. 172 Linking Templates .. 175 Adding Multi-Family Jobs .. 181 Managing the Project Schedule .. 189 Copying Projects .. 190 Chapter 12 - ReportConnect .. 193 ReportConnect Overview.. 194 Access the Reports .. 194 Install Microsoft ActiveX .. 195 Report Toolbar.. 196 Dependent Filters .. 196 Multi-Select pop-up window.

6 197 Filter Multi-Select Options .. 199 Select Date Filter .. 199 Sort Capability .. 201 View & Print HTML Reports .. 202 View & Print PDF Reports .. 203 View Excel Reports .. 204 Print Excel Reports .. 208 Chapter 13 - Back Charges .. 209 Back Charges Overview .. 210 Back Charge Module and Roles .. 210 Back Charge Statuses .. 210 Back Charge Notifications .. 211 Create a Back Charge .. 212 Add a Back Charge While Creating an EPO .. 213 Add a Back Charge to an Existing EPO .. 215 Add a Back Charge Without an EPO .. 218 Edit or Delete a Back Charge .. 221 Edit Back Charge on Job Task Page .. 222 View Pending EPOs with Back Charges .. 223 View the List of Back Charges .. 226 Alerts - Back Charge Declined .. 228 Chapter 14 - Centralized Scheduling .. 231 Centralized Scheduling Overview .. 232 Creating Centralized Scheduling Groups .. 232 Assign Communities to Centralized Scheduling Groups .. 233 Table of ContentsHyphen Solutions , Ltd.

7 2013 Proprietary & ConfidentialvManage Centralized Scheduling Jobs .. 234 Chapter 15 - JIO (Job Initiation Order) .. 237 JIO Overview .. 238 Integration Information.. 239 JIO Setup .. 239 Approving or Rejecting a JIO or CO .. 245 JIO/CO History .. 247 Chapter 16 - Trade Partner Survey .. 249 Trade Partner Survey Overview .. 250 Trade Partner Survey Setup.. 250 Answering a Trade Partner Survey .. 254 Trade Partner Survey Report .. 254 Chapter 17 - Custom Options .. 255 Custom Options .. 256 Chapter 18 - Progress Pay Tasks .. 259 Progress Pay Tasks Overview.. 260 Progress Pay Requirements .. 260 Progress Pay Module Information.. 260 Progress Pay Role Information .. 260 Progress Pay Setup.. 261 Progress Pay Task Workflow .. 267 Table of ContentsviHyphen Solutions , Ltd. 2013 Proprietary & ConfidentialHyphen Solutions , Ltd. 2013 Proprietary & ConfidentialiProduct and Company InformationThe information in this document is the confidential and proprietary information of Hyphen Solutions , Ltd and is supplied to you pursuant to the terms and conditions of your Hyphen Solutions , Ltd.

8 Software License Agreement (the Agreement ). Accordingly, the information contained herein may not be used, reproduced, published, or disclosed to any party other than those identified in the Agreement, without the prior written authorization of Hyphen Solutions , Ltd. The names of companies, products, people, characters and/or data mentioned in screens, pages, reports, and other data examples are fictitious and are in no way intended to represent any real individual, company, product or event, unless otherwise noted. Any rights not expressly granted in the Agreement are reserved by Hyphen Solutions , and Patent InformationBuildPro and SupplyPro are products and trademarks of Hyphen Solutions , Ltd. Micro soft, MS, MS DOS, Windows, and Windows NT are trademarks of Microsoft Corporation. Other product and company names referred to herein are the products and/or trademarks of their respective of Warranties and Limitation of LiabilitiesHyphen Solutions , Ltd.

9 Has taken reasonable care in preparing this information; however, this document is provided AS IS , AND Hyphen MAKES NO WARRANTIES, EXPRESS OR IMPLIED (INCLUDING WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PAR TICULAR PURPOSE), REGARDING THIS DOCUMENT OR THE INFORMATION CON TAINED HEREIN. Nothing contained herein modifies or alters in any way the standard terms and conditions of the Agreement by which the product was acquired, and pursuant to which this document is provided. In no event shall Hyphen Solutions , Ltd. or its affiliates be liable for incidental or consequential damages in connection with or arising from the use of the product, the accompanying documentation, or any related materials. Under no circumstances will Hyphen ever be liable to you for any damages that exceed the amount specified in the Solutions , Ltd. 2013 Proprietary & ConfidentialContact Customer CareSupport for this product is available from the Customer Care Center and 508 2547 After Hours Telephone877 508 2547 or 972 728 8180 HoursYou can reach the Customer Care Center Monday through Friday, 7 to 7 , Central Stan dard Solutions , Quorum Dr Suite 100 AAddison, TX 75001 Hyphen Solutions , more information about Hyphen Solutions or the other products offered by Hyphen Solu tions, visit our web site at Solutions , Ltd.

10 2013 Proprietary & ConfidentialiiiReport Issues to Customer CareThe following items should be included when reporting issues to our Customer Care Center. Including these items will help expedite resolution. The Hyphen Solutions Customer Care Center can be reached at 1 877 508 2547 or by email at NumberTemplateUser NameTask Name/TypePO Number if applicableVendor NameDivision NameRegionDetailed Issue Description:Ticket # assigned by Customer Care:ivHyphen Solutions , Ltd. 2013 Proprietary & ConfidentialUse This GuideThis Training Guide contains information and step by step procedures for using this applica tion. This document is written for beginning users and assumes no familiarity with the appli cation s interface. This document is a Training Guide and is designed to be used with interactive Training as given by a certified Hyphen Solutions consultant. Use this Guide in con junction with the Training and the Help tool to answer your basic questions.