Tract Projects - Managing Design Models 📺

0:02: The Track Projects feature helps to improve the overall project process within BC Connect when the plan in question has minimal design needs.
0:09: This process usually involves a series of pre-approved house plan designs in differing room configurations, and the request to the dealer is to prep the material package for delivery as quickly as possible.
0:20: This session will cover the new tools added to the builder that have been introduced to help store and organize these approved plans, called design models.
0:28: When released, the Track Project's feature is designed to have minimal impacts to BC Connect users.
0:33: In order to start using this feature, some set up activities will need to be completed.
0:38: Navigate to the Find Builder page and Search Builder to start using with this process.
0:45: We will select Landmark Homes.
0:52: When the page loads, you will see a new action.
0:56: Manage Design Models.
0:58: When clicked, this will create a plan repository to be used when working with the approved material list.
1:02: Once clicked, this action cannot be undone.
1:04: We will click to create the repo.
1:11: You'll now see 2 tabs.
1:13: We'll click to view the Design Models tab.
1:15: This is where you will upload and manage designs.
1:19: We recommend starting with the organizational structure for how you'll be working with models.
1:24: While these models can be moved around after the fact, it is pretty straightforward to start working within the folders as they are created.
1:30: For the purpose of this example, we will start by naming a folder to match the name of the house style.
1:35: Click in the new subfolder name field and type the folder name.
1:38: We will enter the text Atwood.
1:47: The new folder has been created and we're still located within the root folder, so we could create additional folders if desired.
1:53: Click on the folder name to enter that folder.
1:57: Note that the current folder information now shows we are looking inside the Atwood folder.
2:03: Once a folder selected.
2:05: The additional tools to rename or delete the folder are visible.
2:08: If deleted, the contents will be moved to the root folder.
2:13: To add a new plan, click Add Design Model.
2:16: A modal will appear.
2:18: We'll cover this information from top to bottom.
2:21: With this release, only BC Framer or Sapphire structure source XML materials files are supported.
2:28: To upload a file, click Upload Design File.
2:33: Use the File Explorer to navigate to the file you want to upload and select it.
2:38: Validation will occur if the file is not a .XML and it will be prevented from uploading.
2:49: Next, verify that the design file name as pulled from the selected file, is how you want it named within the repo.
2:55: This is the only chance you have to adjust the name.
2:58: If you later realize that a mistake has been made, you will need to delete that design model and upload it again.
3:05: Next, enter the plan name and building options information that will be used to identify the specific configuration of this model when it is added to a project.
3:13: In our example, we will enter Atwood for the plan name and Base for the building option.
3:24: Next, if desired, you can upload a layout sheet file that you want to have linked with this design model, and it will be included each time the model is used to create a project.
3:34: When all this information is to your liking, click save.
3:39: The design model is now listed in the project table.
3:42: There are 3 actions that you can take with each design model.
3:45: First is Create Project.
3:47: This is how you would take this particular bottle and create a project with it.
3:51: We will cover this process in depth in an additional video.
3:55: Next is Edit.
3:56: This is how you would enter or update plan options or layout sheet information.
4:01: Lastly, is the ability to Delete the design model.
4:06: We will now edit the design model to add plan to the options information and we'll upload a layout sheet file.
4:11: Click on the pencil icon, and the edit design model modal opens.
4:18: Note that the design file name.
4:21: I locked and cannot be edited.
4:23: We will click in the building options field and change the information to Base Plan.
4:30: Next, we'll click to choose a file in the layout sheet upload zone and find the Atwood PDF file.
4:44: You can upload as many PDF files as desired, but each file needs to have a unique name.
4:49: Click save when these edits are complete.
4:54: After builders have been set up with repos, the process to access them through the top nab of the project's app, go to New Track Project.
5:03: This will show the list of builders with repos, and also indicate the number of plans that have been uploaded.
5:13: We will click on Sagebrook Builders to view the repo.
5:15: The list shows that there are 9 design models in the repo.
5:25: There are several design models for this builder located at the root folder.
5:29: We'll move them into the proper folders.
5:31: We will click the pick models to move button and check the box next to the Brownstone models to select all of them.
5:41: Then we'll use the destination folder drop down to select the correct folder that we are moving them into.
5:47: In this case, it will be the Brownstone folder.
5:52: Click to move them and then repeat for the Harrison models.
5:59: In this case, we can click to select all of them, since only Harrison model files are left.
6:10: This concludes working with the Builder tools.
6:12: Thanks again for watching and let us know if you have any additional questions.