Builder: Listing a Project
Builder: Listing a Project
A Project combines key job categories together to outline required work in each area and allow suppliers visibility to provide an accurate quotation. Providing detailed individual project inclusions provides visibility and efficiencies to your supply partners. Listing the Project and Job Inclusion detail is the most important component of the project registration process. Taking the time to provide suppliers and trades with all the detail required to complete a competitive quote will result in a better result for the builder and their supply partners.
There are six steps to list a project, these steps include Project, Docs, Jobs, Inclusions, Suppliers, and Listing. Follow the steps outlined below to list a Project in BuiltGrid and have BuiltGrid send notice to selected suppliers.
Builder: Project Listing
To view projects, select Projects from the left-hand menu. This will direct users to the projects page which includes a list of all added projects that can be edited and searched. This screen will also be where users add new Projects.
Listing a Project
The information provided within the project areas will be used to align the project with the most suitable suppliers. While the overall project detail is added once, Jobs within the project can be completed in singles or as multiples and users can return multiple times to add other jobs.
Select Add Project to begin listing a new project
Project & Home(s)
A project is the complete job or site of the work to be carried out, it could consist of a single or multiple homes. For example, a single-detached home on a site would be a project and a development of six townhouses on one site would also be considered a project.
Start by filling out the project information as per the steps below:
Enter the address details by filling out Site Address (Lot/Street Number & Street Name), City, State, and Postcode
Create a Project Name, this is a reference that can be used for quick searches, it could be the name of the home and an abbreviated site address. This is used by builders' teams and suppliers to use as a short reference. For example, a custom 4 bedroom home at 12 High Street may be named Custom 4 Bed 12 High.
Enter the Quantity of Homes to be included within the project by using the “-” or “+” button. This will add additional homes to the project.
Select the Project Type, this can be changed at home at a later stage as required. See the below table for an overview of the Project Type options:
| Project/Home Type Name: | Project/Home Type Description: |
|---|---|
| Detached | Single or multi-storey |
| Medium Density | Single or multi-storey Townhouse |
| High Density | Apartments |
| Addition | Addition or alteration |
Enter the projected Start Date
Enter the Construction Period (Days) in line with the building contract
Add a brief description of the project for suppliers and trades. This is used to outline any unusual aspects, methods, or timing of the build and will be used in the supplier invitation to the project.
Enter the Home Name, e.g. #23, Unit 1, Unit 2. This is important to identify the homes on multi-home developments
Select the number of Storeys from the drop-down
Update the Home Type if different from the project-level selection
Select the standard Home Quality, this can be changed by Job at a later stage as required. See the below table for an overview of the Home Quality options:
| Home Quality Type: | Home Quality Description: |
|---|---|
| Base | Standard product quality, features, finish, and or expertise |
| Mid-range | Mid-range product quality, features, finish, and or expertise |
| Premium | High product quality, features, finish, and or expertise |
| Luxury | Highest and or custom product quality, features, finish, and or expertise |
Select the Purpose. See the below table for an overview of the Purpose options:
| Purpose Name: | Purpose Description: |
|---|---|
| Customer | Home for a client that has variations to be selected |
| Spec Home | Home to be sold during or after construction |
Only contracted projects are listed in the BuiltGrid application
If the Customer is selected above, enter the Contract ID and type, this is for future warranty and compliance reference
When you have completed all areas select Save & Proceed to upload the project documents on the next page
If you have missed any detail that needs to be included in the project listing, the cell will be highlighted in red
Once a user has completed the first step, the project will be added in Draft Status to the Projects page and users will be able to return to edit as required
Documents
The documents tab allows one secure location for all relevant project documents to be uploaded by the builder allowing the same information to be accessed by all suppliers. For convenience and easy reference for specific suppliers and trades, the documents are sorted into the following folders:
Working Drawings
Engineering Drawings
Elevations
Energy Compliance
Land & Soil
Electrical and Plumbing
Product and Services
Bill of Materials (these may be from an estimator or another system)
Other
Where the project consists of multiple homes you can upload home-specific documents for each home as required
To upload project documents, follow the steps below:
Select the folder you want to upload the document to
Drag the required file to the outlined area or click the outlined area to select a file from a specific location
Select Upload, once the file is uploaded it will appear in the Uploaded Files list
Once uploaded, users can select the icons next to the name of the document to:
Edit the document name (clicking the Pen Icon)
Move the document to another folder (clicking the Arrows Icon)
Delete the document (clicking the Bin Icon)
Download the document (clicking on the hyperlinked document name and clicking download file)
Answer Yes or No to the question if all homes are in the one set of documents. If you select No, each home previously identified on the project page will appear.
Repeat steps 1 - 4 above for each Home as required.
Once you have uploaded all documents for the project select Save & Proceed to begin listing Jobs
Jobs
The job structure has been designed to align builders with suppliers and trades that are capable of completing the jobs and job types. Users will see a similar structure used in the inclusion and supplier selection process.
To speed up the project listing process, users can add Job and Inclusion information from a Project Template. Click the Add from Template button and select the most similar project template from the dropdown list, then select the checkboxes for the home you want to apply the template to (if a multi home project. Click Copy Job & Inclusions to save changes
Job Navigation and Hierarchy
Build Stages: Summarises the major areas of residential construction. There are six circles and stage names across the page. If a user has made any job selections within a stage, the stage name will change colour and the number of selected jobs will be displayed.
Job Categories: Lists groups of jobs within each build stage. Job categories appear in the left-hand column. The categories change based on which build stage users have selected. A job category, when selected, will be highlighted and the matching jobs will display in the right column of the page.
Jobs: The major tasks to be performed. The jobs listed will change according to which job category a user has selected. For each Job, there are checkboxes that appear under the job type columns.
Job Type: The method of to have quoted. See the below table for an overview of the Job Type options:
| Job Type Name: | Job Type Description: |
|---|---|
| Supply & Install | Both materials and services are provided to complete a selected job |
| Materials | Finished goods delivered to site to be installed, constructed, or assembled within the home |
| Services | Includes labour, expertise, and/or hiring of goods necessary to complete the job |
Users can only select one job type
Review the Job structure carefully to ensure that all jobs to be quoted have been selected
To make job selections, follow the steps below:
Select the Build Stage name
Select the Job Category name
Select the required Job Type checkbox for that job
Repeat steps 1-3 to add all the Jobs required across all build stages and job categories
Below are examples of job selection for Concrete Slab, Roof Truss, and General Plumbing.
To get quotes on a completed slab: select Base, then Footing System, then select the Slab System checkbox under Supply & Install
To get quotes on a roof truss: select Frame, then Framing, then select the Roof Trusses checkbox under Material
To get quotes on general plumbing where the builder is purchasing the appliances, basins, tapware, and accessories there are two steps:
First, select Lock Up, then Rough-in Services, then select the Baths, Basins, Sinks, Tapware, etc. checkboxes under Supply & Install
Then, select Fit Out, then Fit-off Products & services, then select the Baths, Basins, Sinks, Tapware etc. checkboxes under Service
Once all jobs have been selected for all homes, select Save & Proceed at the bottom of the page to be directed to the inclusion page to complete further detail on the Jobs selected
Inclusions
Taking the time to provide detailed inclusions for each job is one of the most important components of the project listing. It is these inclusion details that will be provided to the suppliers to ensure a quick and accurate quote turnaround. The inclusions are different for each job, with some requiring less detail than others. The inclusion fields for each job are a minimum requirement for a supplier and/or trade to complete a quote.
While users may have selected the quality of homes on the project summary page, they can alter this setting at a job level. For example, it may be mid-range at the project level, however, the client may want luxury tapware. See the below table for an overview of the different Quality options:
| Quality Name | Quality Description |
|---|---|
| Base | Standard product quality, features, finish, and or expertise |
| Mid-range | Mid-range product quality, features, finish, and or expertise |
| Premium | High product quality, features, finish, and or expertise |
| Luxury | Highest and or custom product quality, features, finish, and or expertise |
In some job inclusions, you will also be asked if a service feature is required. See the below table an overview of the different Service options:
| Service Name | Service Description |
|---|---|
| Selection Centre | Physical location dedicated to completing a selection for a job |
| Mobile Selection | Tools available to complete the selection for a job in an agreed location |
| Shopfront | Location available for physical visits to view products |
| Displays | Display product available for the builder to use as required with clients |
| Samples | Physical samples of the products can be made available as required |
| Design | Design can be provided to visually demonstrate the job |
| Take-off | Take-off provided for the purpose of identifying materials and quantities |
Another variable is the Location field within the home. This field is important when we are working with products that change from room to room. This change could be in type, style, or finish. Locations can be added as many times as required and it's important to complete at least the mandatory fields (marked with an asterisk * ) in any inclusion fields.
Like the other pages, job inclusions are structured using Build Stage, Job Category, and Job. Only jobs selected on the jobs page appear for inclusions. The numbers under the build stage will show how many jobs have inclusion information added from the total number of jobs selected under that build stage. To fill out inclusions, follow the steps below:
Select the correct Home (if multi-home)
Select the Build Stage
Select the Job Category
Complete the Inclusions as required for each Job
Every inclusion has the comment field where users can add any additional information that isn't covered by other inclusion fields
Select Save for each inclusion. Incomplete fields will be highlighted in red. When saved, a green tick appears next to the job category.
Repeat steps 1-5 for every selected Job
Review each build stage to ensure all Job Categories have the green tick
When you have completed inclusions for all homes and jobs, select Save & Proceed at the bottom of the page
Supplier Selection
Providing like-minded suppliers the information in a standard format will ensure builders receive accurate and competitive quotes, allowing them to secure materials and deliver their projects on time and on budget.
Users can select up to four suppliers for each job. Suppliers listed for a job are aligned with the selected inclusions. Select Suppliers following the process outlined below:
Click on the Job category from the left-hand side menu to see the supplier options available
Click the select button to add a selected Supplier for the job
Click Invite Your Current Suppliers if your current suppliers/trades are not listed. BuiltGrid will ensure they receive an email invite and have an opportunity to quote like any other supplier you have selected.
Click Save Supplier Selection once users have selected all suppliers
Work through each Job category and select suppliers as needed
Once all suppliers have been selected, it's time to list the project. Select Save & Proceed at the bottom of the page to move to the final step.
Project Listing
This final page includes a summary of the selected jobs, suppliers, and the steps to follow. Once listed, invited suppliers receive emails and system notifications about the project, giving them access to project documents and job detail, only for jobs they were invited to quote on.
Suppliers will accept or decline the job. To list the project, follow the simple steps outlined below:
Select the I agree box
Select List Project (or hit Back to make any changes)
Updated on: 24/06/2022
Thank you!