Build Projects Sub-Tab 

 

The Build Projects sub-tab displays your open Project list, listing all the Jobs that are under construction or are soon to start construction.

 

The Build Projects table, displays a number of columns, from left to right we have: 

  • The Client name - which acts as a shortcut link to the client's profile
  • The Job Number - which also acts as a shortcut link to open the job
  • The Building Consent Number - if loaded
  • The Deposited Plans number - if loaded
  • The Project Manager's name - if allocated
  • The project Site Address if loaded
  • The Project Status - which includes a number of options as per the drop-down up to the left
  • The Build Status - Lead, Pending, Active, and Maintenance
  • And the “Show” button - which you can also use to open the job


To the bottom left of this page, we have the results reference which shows you how many jobs are being displayed, given any applied filters, out of the total number of Projects or Entries.


To the bottom right, we have the “Show X number of entries” dropdown, allowing you to set how many entries you’d like to see on each page before you have to click over to page 2, 3, etc.  This will default to 10 or 15, but there are a lot of options including 'All'.



Back to the top right of the page, if you need to create a new Project for an existing Client, you can do so by clicking on the Add Build button.  This will take you to a blank New Build page to fill in - with a number of required fields to ensure the build is created correctly. 

 

Over to the top left, we have the 'Set Project Status' bulk action - where you can quickly select multiple jobs and update them to a specific status or Project Status.


The Custom Export button allows you to run your own Project Reports, with the ability to select your own custom fields and export that as a CSV Report.  Frequently run reports can be saved as custom templates for repeated use too.



Filters for the Build List


The Build Projects list has a number of filtering tools - allowing you to hone in on builds with Specific Project Statuses, Build States, and Client Lead types.  


The Project Status drop-down lists all of the Project Statuses along your Build's journey, and is customisable for each branch.

 

The Build Status filter allows you to filter your jobs by the Build Status - lead, pending, active, and maintenance.  When we add a Client to the RAVE system, RAVE automatically generates that client’s first project. This may generate a lot of unnecessary 'Lead' or 'Pending' projects to your Build Project list.  To prevent this, your Sales team (or project admin team) can change the Build Status on these jobs to “Lead”, which is automatically excluded via the 'All States (excl lead)' default Build Status filter.  


The Build Project's search field is another great tool, it searches through all of the data in each of the columns.  Especially handy if you have multiple pages of Jobs you need to go through to find the one you’re looking for.

 

And finally, to open up a job from the list, you can do so by clicking on the project's 'Job No' link or the 'Show” button - over to the right of the project line.