{"id":5285,"date":"2019-03-02T17:02:18","date_gmt":"2019-03-02T17:02:18","guid":{"rendered":"https:\/\/builder-help.gjgardner.com\/?page_id=323"},"modified":"2023-05-11T03:01:40","modified_gmt":"2023-05-11T03:01:40","slug":"house-plan-management","status":"publish","type":"ht_kb","link":"http:\/\/help.gjgardner.com\/nz\/hc\/estimating\/house-plans-estimates\/house-plan-management\/","title":{"rendered":"House Plan Management"},"content":{"rendered":"<h2 class=\"wp-block-heading\">List of House Plans &amp; Estimates<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">A House Plan represents a Bill of Materials that includes specific Items and Components, as well their quantities in the House Plan. These Item or Component quantities can be based off of formulas, cutting lists or entered values. <\/span><\/p>\n\n\n\n<p><span style=\"font-weight: 400;\">You can manage House Plans and calculate their Estimates for construction.<\/span><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">On the navigational sidebar, select <\/span><b>Estimating<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">When the Estimating section expands, select <\/span><b>House Plans &amp; Estimates<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n\n\n\n<p><span style=\"font-weight: 400;\">The House Plans &amp; Estimates page opens, as follows:<\/span><\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"587\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-1-page-open-1024x587.png\" alt=\"\" class=\"wp-image-9146\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-1-page-open-1024x587.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-1-page-open-300x172.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-1-page-open-768x441.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-1-page-open-50x29.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-1-page-open-18x10.png 18w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-1-page-open-60x34.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-1-page-open-100x57.png 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-1-page-open.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><span style=\"font-weight: 400;\">Here you can view the list of House Plans registered in the system. For each House Plan, the following information is available:<\/span><\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><b>Code<\/b><\/td><td><span style=\"font-weight: 400;\">Identification code of the House Plan.<\/span><\/td><\/tr><tr><td><b>Description<\/b><\/td><td><span style=\"font-weight: 400;\">Description of the House Plan.<\/span><\/td><\/tr><tr><td><b>Style<\/b><\/td><td><span style=\"font-weight: 400;\">Style of the house.<\/span>\n<p>&nbsp;<\/p>\n<ol>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Ranch<\/span><\/li>\n<li style=\"font-weight: 400;\"><span style=\"font-weight: 400;\">Two Storey<\/span><\/li>\n<\/ol>\n<\/td><\/tr><tr><td><b>Used GTO<\/b><\/td><td><span style=\"font-weight: 400;\">Ratio of the total number of Take Off Parameter used in the House Plan Estimate against the total number of Take Off Parameters measured in GTO (Graphical Take Off).<\/span><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>Deleted House Plans can be viewed when the filter <strong>Show Deleted<\/strong> is ticked.<\/p>\n\n\n\n<p>Each deleted plan displays with red text and a highlighted <strong>Deleted<\/strong> label<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"587\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-2-show-deleted-1024x587.png\" alt=\"\" class=\"wp-image-9148\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-2-show-deleted-1024x587.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-2-show-deleted-300x172.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-2-show-deleted-768x441.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-2-show-deleted-50x29.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-2-show-deleted-18x10.png 18w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-2-show-deleted-60x34.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-2-show-deleted-100x57.png 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-2-show-deleted.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><span style=\"font-weight: 400;\">You can perform the following operations on House Plans:<\/span><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">create new House Plans<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">edit the existing House Plans<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">view usage of House Plans<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">delete the no longer needed House Plans<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">manage estimate for the House Plan<\/span><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Creating a New House Plan<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">On the <\/span><b>House Plans &amp; Estimates <\/b><span style=\"font-weight: 400;\">page, click <\/span><b>Create House Plan<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"587\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-3-Create-page-1024x587.png\" alt=\"\" class=\"wp-image-9149\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-3-Create-page-1024x587.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-3-Create-page-300x172.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-3-Create-page-768x441.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-3-Create-page-50x29.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-3-Create-page-18x10.png 18w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-3-Create-page-60x34.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-3-Create-page-100x57.png 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-3-Create-page.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>2. <span style=\"font-weight: 400;\">In the <\/span><b>Create House Plan<\/b><span style=\"font-weight: 400;\"> form, specify the following:<\/span><br> <table> <tbody> <tr> <td><b>Code<\/b><\/td> <td><span style=\"font-weight: 400;\">Enter the unique identification code for a House Plan.<\/span><\/td> <\/tr> <tr> <td><b>Style<\/b><\/td> <td><span style=\"font-weight: 400;\">Select the house style from the provided options.<\/span><\/td> <\/tr> <tr> <td><b>Description<\/b><\/td> <td><span style=\"font-weight: 400;\">Enter description of the House Plan.<\/span><\/td> <\/tr> <\/tbody> <\/table> <\/p>\n\n\n\n<p>3. <span style=\"font-weight: 400;\">When complete, click <\/span><b>Save<\/b><span style=\"font-weight: 400;\">.<\/span><\/p>\n\n\n\n<p>Note: Naming convention for all House Plans &amp; Estimates is to be followed to ensure Maintenance and Updates can be made effectively.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Editing the House Plan<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">On the list with House Plans, locate the one you want to edit.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Hover over the House Plan until the action icons appear.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Click the <\/span><b>Edit&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"wp-image-188 size-full alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/edit-icon.png\" alt=\"\" width=\"15\" height=\"15\"><\/b> <span style=\"font-weight: 400;\"> icon.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">In the Edit House Plan form, make the appropriate modifications.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">When complete, click <\/span><b>Save<\/b><span style=\"font-weight: 400;\">.<\/span><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Deleting the House Plan<\/h2>\n\n\n\n<p>To delete the House Plan<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">On the list with House Plans, locate the one you want to delete.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Hover over the House Plan until the action icons appear.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Click the <\/span><b>Delete&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-206 alignnone\" src=\"\/wp-content\/uploads\/2019\/02\/delete-icon.png\" alt=\"\" width=\"12\" height=\"16\"><\/b> <span style=\"font-weight: 400;\">icon.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Confirm the removal of the House Plan.<\/span><\/li>\n<\/ol>\n\n\n\n<p>Permanently deleting a House Plan can only be carried out if that Plan is not in use. If the Plan is used in any of the following locations it can only be marked as Deleted<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Price Book <\/li>\n\n\n\n<li>System Variables<\/li>\n\n\n\n<li>RFQ<\/li>\n\n\n\n<li>Job <\/li>\n<\/ol>\n\n\n\n<p><b>Note<\/b><\/p>\n\n\n\n<pre class=\"wp-block-preformatted\"><span style=\"font-weight: 400;\">When you delete the House Plan, you need to acknowledge that the House Plan will not be deleted permanently if it is already associated with some entity. The system will mark it as deleted and the estimate for it will be reset. If the House Plan is not used anywhere it will be permanently deleted from the system.<\/span><\/pre>\n\n\n\n<h2 class=\"wp-block-heading\">Viewing Usage of the House Plan<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">On the list with House Plans, locate the one which usage you want to view.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Hover over the House Plan until the action icons appear.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Click the <\/span><b>Display Usage&nbsp;<img loading=\"lazy\" decoding=\"async\" class=\"size-full wp-image-258 alignnone\" src=\"\/wp-content\/uploads\/2019\/03\/memo-icon.png\" alt=\"\" width=\"18\" height=\"18\"><\/b> <span style=\"font-weight: 400;\"> icon. The House Plan Use form opens.<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">When complete, close the form.<\/span><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"966\" height=\"657\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-4-HP-Use.png\" alt=\"\" class=\"wp-image-9150\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-4-HP-Use.png 966w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-4-HP-Use-300x204.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-4-HP-Use-768x522.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-4-HP-Use-50x34.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-4-HP-Use-18x12.png 18w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-4-HP-Use-60x41.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-4-HP-Use-100x68.png 100w\" sizes=\"(max-width: 966px) 100vw, 966px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Filtering House Plans<\/h2>\n\n\n\n<p><span style=\"font-weight: 400;\">You can filter House Plans by types<\/span> to allow more information to be displayed;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><span style=\"font-weight: 400;\">Show QQ (Quick Quotes)<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Show Sales Estimates<\/span><\/li>\n\n\n\n<li><span style=\"font-weight: 400;\">Show deleted<\/span><\/li>\n<\/ul>\n\n\n\n<p>When ticked, the filter allows the data to display in the list.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"587\" src=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-5-Filters-1024x587.png\" alt=\"\" class=\"wp-image-9151\" srcset=\"https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-5-Filters-1024x587.png 1024w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-5-Filters-300x172.png 300w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-5-Filters-768x441.png 768w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-5-Filters-50x29.png 50w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-5-Filters-18x10.png 18w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-5-Filters-60x34.png 60w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-5-Filters-100x57.png 100w, https:\/\/help.gjgardner.com\/wp-content\/uploads\/2023\/05\/HPM-Image-5-Filters.png 1536w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><b>Note<\/b><\/p>\n\n\n\n<pre class=\"wp-block-preformatted\"><span style=\"font-weight: 400;\">The Show QQ and Show Sales Estimates filter options may not be shown if the Quick quote allowed and Use sales estimates options are disabled in the <a href=\"\/nz\/setup\/system-variables\/setup-system-variables-sales\/\" target=\"_blank\" rel=\"noopener noreferrer\">Sales variables<\/a>.<\/span><\/pre>","protected":false},"excerpt":{"rendered":"<p>List of House Plans &amp; Estimates A House Plan represents a Bill of Materials that includes specific Items and Components, as well their quantities in the House Plan. These Item or Component quantities can be based off of formulas, cutting lists or entered values. You can manage House Plans and&#8230;<\/p>","protected":false},"author":21,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[30,95],"ht-kb-tag":[],"class_list":["post-5285","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-house-plans-estimates","ht_kb_category-needs-update"],"_links":{"self":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/5285"}],"collection":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/users\/21"}],"replies":[{"embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/comments?post=5285"}],"version-history":[{"count":5,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/5285\/revisions"}],"predecessor-version":[{"id":9152,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb\/5285\/revisions\/9152"}],"wp:attachment":[{"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/media?parent=5285"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-category?post=5285"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.gjgardner.com\/nz\/wp-json\/wp\/v2\/ht-kb-tag?post=5285"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}