Tract Projects - Creating Projects 📺

0:05: The track Projects feature helps to improve the overall project process within BC Connect when the plan in question has minimal design needs.
0:11: This process usually involves a series of pre-approved house plan designs in differing room configurations, and the request of the dealers to prep the material package for delivery as quickly as possible.
0:21: This session will cover working with design models to create a new project.
0:26: The process to create a design model-based project starts with a new dropdown of the top navigation area.
0:31: Go to new Track Project to get started.
0:37: In our example, there are only a couple of builders that have designed models repo enabled.
0:42: Should you get to a point where there are lots of builders in this list, we have provided a builder name search box.
0:47: Just type the name or partial name of a builder and press enter.
0:56: This list will be reduced to show builders that match the search term.
1:03: We will click on Sagebrook Builders and then the Design models tab.
1:10: The process to add an organized design model was covered in an additional video.
1:14: For the purposes of this example, we will find the Brownstone Base plan and use it as a starting point for our projects.
1:21: Navigate the brownstone folder by clicking on it.
1:25: And locate the Brownstone Base plan by using the information entered into the building options column.
1:34: Click on the add project icon to view the information needed to create a project.
1:42: In order to create a project, only one bit of information is required, the project name.
1:48: The address fields are optional.
1:50: The builder information is being pulled from the repo.
1:53: The design file name, which will become the materialist name, the plan name and the building options information are also pulled from the repo.
2:00: If a layout sheet was added to the design model, it will also be added to the create project process.
2:06: We will enter a project name of Lot 55 Riverbend.
2:17: From here, there are 2 paths to take.
2:19: The choice on which path to take is triggered by the keep materialist open for editing the checkbox.
2:25: The default setting, unchecked is path one.
2:29: Path one is that the project is created, the selected design models converted into a materialist.
2:35: The material is uploaded as an attachment to this newly created project, and the materialist has its status changed to ready for optimization.
2:45: This means that after a single click to create a project, the entire process is automated and you can go directly to the optimization module for the next action on this material list.
2:53: If you are not seeing a 2nd tab open, check your pop-up settings for the browser.
3:02: We will click to create a second project named Lot 70 Riverbend.
3:10: This time we will check the check box for keep materials open for editing.
3:16: With this check box enabled, path 2 has been selected and the process will be slightly different.
3:22: Note that the field for design file name, plan name, and building options are now unlocked and editable.
3:29: This is to allow the user to know what possible difference is being addressed with site-specific edits.
3:35: Any changes to the design file name will result in a unique materialist name for this project.
3:42: Path 2 starts the same as path 1, but instead of automating the process all the way to the materialist status change, with this path, it stops with the materialist in an editable state so the user can make adjustments.
3:55: This path will open the edit materials view in a 2nd tab, so the user can do this work without having to navigate away from the track project process.
4:04: With either path, if layout sheets have been added to the project, they would be listed on the attachment tab, and there is a new second access point to see them from the materialist view.
4:17: If there is something wrong with the source file to be used as a materialist, an error is presented and the project is not created.
4:25: Thanks again for watching, and let us know if you have any additional questions.