Sites Programme

The Programme area allows users to View, Schedule, and Delete Pre-Orders for the selected Site. This area consists of a calendar view, displaying all past and scheduled Pre-Orders for the Site.

The calendar displays one cell per week for each Build Stage on the Site, with each week commencing on Monday.

If a Build Stage has been assigned a Sales Parent in the area, it is included under the Sales Parent and will not appear in the calendar.

The Programme area includes a range of filters, providing users with flexible and efficient search capabilities to quickly locate relevant Pre-Orders, as described below.

• Order By
  • Plot – When Order By is set to Plot, the calendar will be filtered based off the Plotcolumn in ascending order.
  • Date – When Order By is set to Date, the calendar is filtered based on the Pre-Order date, displaying entries in ascending order, with the earliest first.
• Today – Selecting the Today button will navigate the calendar back to the view that includes the current date.
• Quick Search – The Quick Search targets the Plot column.

To navigate through the calendar, use the arrow buttons on either side. The left arrow moves the view back by one month, while the right arrow moves it forward by one month.

Creating & Deleting Programme Pre-Orders

To create a new Programme Pre-Order, the user can enter Edit mode and select a cell in the calendar for the desired Build Stage.

The system will then display the Programme Pre-Order popup, which shows key information for the Pre-Order and allows the user to select a Supplier for the Build Stages being scheduled.

Below, each element of the popup and the information it contains is described in detail.

• Plot Number – Displays the Plot Number for the Plot associated with the selected Build Stage.
• Build Stage Name – Displays the Build Stage Name for the selected Build Stage.
• Date – Shows the date selected from the calendar for the Programme Pre-Order.
• Supplier – Shows all Suppliers added to the Client’s Suppliers area, only if they have an assigned Cost for every Material in the Build Stage associated with the Programme Pre-Order being created. This dropdown defaults to the Lead Supplier that is selected for the Build Stage.
• Material Cost – Displays the Cost of Materials included in the Programme Pre-Order, based on the selected Supplier’s assigned Costs for the Build Stage Materials.

Once a Programme Pre-Order has been scheduled, the corresponding row in the calendar becomes disabled and is displayed in grey, indicating that it is no longer available for selection.

If a Purchase Order has been created for a Build Stage, the corresponding row in the Programme Pre-Order calendar is disabled and displayed in grey. This indicates that a Pre-Order cannot be scheduled for that Build Stage.

The calendar also indicates that a Pre-Order exists for the Build Stage by highlighting the relevant date cell in orange, showing when it has been booked.

Contract Managers can also schedule Programme Pre-Orders for the Sites they are assigned to; this can be done through the Operative Portal.

The user can select a scheduled Programme Pre-Order from the calendar to open the Pre-Order popup. This popup is pre-populated with the relevant Pre-Order information.

Within the popup, a Create button is available. Selecting this button generates a Purchase Order for the Pre-Order, which includes all Materials associated with the Build Stage. The created Purchase Order can be accessed in the Purchasing area.

To delete an existing scheduled Pre-Order, the user can select the desired Programme Pre-Order from the calendar to open the Pre-Order modal, then click the Delete button.

Once the Programme Pre-Order has been deleted, the corresponding row returns to its original colour and becomes available for selection again.

Pre-Order Report

The Pre-Orders Report provides the ability to export a PDF file containing a Purchase Order summary for all Pre-Orders within a specified date range for the selected Supplier.

To download the Pre-Order Report, the user can click the Download Pre-Order Report button.

This opens the Pre-Orders Report popup, which includes:

• Date Range – The popup contains editable Start and End Date fields, based on the dates of existing Pre-Orders for the selected Site. The report displays only the Pre-Orders that fall within the specified Date Range.
• Supplier – The Supplier dropdown contains all Suppliers added to the associated Client’s Suppliers area. The report will include only the Materials that have been Pre-Ordered using the selected Supplier.

The Report includes key information such as the Site and Supplier selected for the Pre-Order Report, as well as the Date Range it covers.

It also provides a breakdown of each Material included in the Pre-Order, including its Code, Quantity, Unit Cost, and Total Cost.

Programme Movement Report

The Programme Movement Report allows users to view amendments made to Programme Pre-Orders.

To download the Programme Movement Report, the user can select the Download Programme Movement Report button. This opens the Programme Movement popup, where a Date Range can be selected. The report is then filtered to display only Pre-Orders whose amendment dates fall within the specified period.

The Report lists key information including the Site, Date Range covered, Plot, Build Stage, Old Date, New Date, and Reason for the change.

The Report includes an entry for each Pre-Order creation, which is recorded as “Pre-Order Created” in the Reason column. For any subsequent amendments, the Reason for the change is recorded in the same column.

All creation and amendment entries for a Build Stage are grouped together in the Report, regardless of the order in which they occurred.

The Old Date column displays the date that the Pre-Order has been moved from, while the New Date column shows the updated date following the amendment.