Sites Plots

The Plots section provides users with the ability to manage Plots associated with the selected Site. This includes the ability to Add new Plots, Edit existing Plots, and Delete Plots where appropriate.

In addition to Plot management, this section also allows users to view key financial information, including Costs and Sell Prices broken down by Build Stage or Plot, providing greater visibility of how each Plot contributes to the overall Site performance.

The Plots section contains a Quick Search which targets the Plot Number & House Type columns.

Adding and Removing Plots

To add a new Plot, users must first select a House Type from the dropdown and enter a valid value in the Quantity field. The House Type dropdown lists all Site House Types that have been selected for the Site.

Once these details have been provided, selecting the Create Plots button will generate the specified number of Plots associated with the chosen House Type.

When a Plot is first created, the Plot Number field will be blank. Users can manually enter a value into this field. Plots are then displayed and ordered in ascending order based on the Plot Number.

If a Price Submission has not been created & agreed since a new Plot was added, the Sell Price for the Plot will state N/A until a price has been agreed.

Users with appropriate permissions can edit an existing Plot at any time by selecting the desired Plot from the table.

To delete an existing Plot, users can select the desired Plot from the table, enter Edit mode, and then select the Delete option in the top-right corner.

Plots cannot be deleted if they have associated purchased Materials or submitted Labour Items. If a user attempts to delete a Plot under these circumstances, the system will prevent the action and display an error message indicating that Plots with purchased Materials or submitted Labour Items cannot be removed.

Deleted Plots are highlighted in red within the Plots list page, allowing users to easily identify which Plots have been deleted. However, only users with the Super User switch enabled can view deleted records.

Super Users also have the ability to restore deleted Plots by selecting the relevant record from the table and choosing the Restore option in the top-right corner.

Plots Details

The Plot Details page allows users to enter and manage key information for a Plot, including Plot Number, Address, Postcode, Specification, Property Type, and Display Name.

The Specification, Property Type, and Display Name fields are automatically pre-populated based on the values defined for the selected Site House Type when the Plot was created.

The Address & Postcode fields could also be pre-populated due to a user performing a Plot Import.

When users enter Edit mode within a Master or Site Level Plot, the system displays a warning indicating that making changes will break the link to the House Type. This warning does not apply to the fields on the Details page, which can be edited without affecting the link to the House Type.

When users enter Edit mode on a Master or Site Level Plot, the Details page displays a Break Plot Link button. Selecting this option will convert the Plot to Plot Level, meaning it will no longer inherit changes from the Client House Type or the Site House Type.

Selecting the Completed checkbox will mark the plot as Completed. If a Plot is marked as Completed while still at Master or Site Level, it will no longer inherit changes from the Client or Site House Type.

In addition, once a Plot is Completed, the Actual Cost column on the Plots list page will update to reflect the value of work that has been carried out for that Build Stage.

Once a Plot has been marked as Completed, the Build Stages become available to be claimed within a Sales Application and it will no longer be available for selection when creating Purchase Orders or Work Submissions.

Plots Build Stages

The Plot Build Stages section allows users to Add, Edit, and Delete Build Stages and Sub-Types for the selected Plot. It also provides visibility of key financial information per Build Stage, including Materials, Labour items, and Total Costs.

The Plots Build Stages section contains a Quick Search which targets the Name column.

The Plot Build Stages table contains several columns that provide key information about each Build Stage on the Plot.

Each column is described below:

• Name – This column displays the name of each Build Stage, as defined within the Build Stage Details page.
• Lead Supplier – The Lead Supplier column displays the Supplier assigned to each Build Stage. This Supplier is selected within the Build Stage Details page. If no Lead Supplier has been chosen yet, the column will display “Not found.”
• Material Cost – This column displays the Total Estimated Material Cost for each Build Stage. This value represents the combined Cost of all Materials added to the stage within the Plots Materials section. If a Material exists on the Build Stage but does not have an assigned Cost for the selected Supplier, this column will display N/A. It will remain as N/A until Costs have been assigned to all Materials.
• Labour Cost – This column represents the combined Total Estimated Cost of all Labour Items added to the stage within the Plots Labour Items section.
• Labour Cost (incl. Uplift) – This column represents the combined Total Estimated Labour Cost of all Labour Items added to the stage within the Plots Labour Items section plus Labour Item Uplift. Labour Item Uplift is defined as a percentage in the Settings Details page.
• Total (incl. Uplift) – Total (incl. Uplift) represents the combined value of all Material Costs for the Build Stage, along with the Labour Cost, including any applied uplift. If a Material exists on the Build Stage but does not have an assigned Cost for the selected Supplier, this column will display N/A. It will remain as N/A until Costs have been assigned to all Materials.
• Material Cost (Actual) – Material Cost (Actual) represents the Actual Cost of Materials based on work completed to date. It includes the Cost calculated at the time the work was carried out, along with any remaining quantities valued at the current cost. If a Material exists on the Build Stage but does not have an assigned Cost for the selected Supplier, this column will display N/A. It will remain as N/A until Costs have been assigned to all Materials.

If you hover over the triangle in the corner of Material Cost (Actual), a tooltip will appear displaying a breakdown table with Ref Num, User, and Cost columns. This shows the Purchase Orders that have been issued to date, including their PO Numbers, the user who created each Order, and the Cost at the time the Order was placed.

The tooltip also includes a Remaining figure, which represents the amount of Cost still available to spend, excluding any work that has already been completed.

• Labour Cost (Actual) – Labour Cost (Actual) represents the Actual Cost of Labour based on work completed to date. It includes the Cost calculated at the time the work was carried out, along with any remaining quantities valued at the current cost including uplift.

If you hover over the triangle in the corner of Labour Cost (Actual), a tooltip will appear displaying a breakdown table with Ref Num, User, Uplift and Cost (incl. Uplift) columns. This shows the Work Submissions that have been issued to date, including their Ref Numbers, the user who created each Submission, the Uplift percentage applied and the Cost including Uplift at the time the work was submitted.

The tooltip also includes a Remaining figure, which represents the amount of Cost still available to spend, excluding any work that has already been completed.

• Total (Actual) – Total (Actual) represents the combined Actual Cost of a Build Stage. It is calculated by adding the Material Cost (Actual) and the Labour Cost (Actual) together, reflecting the Total Actual Cost based on work completed to date. If a Material exists on the Build Stage but does not have an assigned Cost for the selected Supplier, this column will display N/A. It will remain as N/A until Costs have been assigned to all Materials.

 If you hover over the triangle in the corner of Total (Actual), a tooltip will appear showing a breakdown table. This includes Ref Num, User, Uplift and Cost (incl. Uplift), listing all Purchase Orders and Work Submissions issued to date, along with their Reference Numbers, the user who created them, and the Cost at the time they were created. In addition, the table includes an Uplift column, which displays the Uplift percentage applied, and a Cost (incl. Uplift) column, which shows the Total Cost with Uplift included.

The tooltip also shows a Remaining figure, representing the amount of Cost still available to spend, excluding work that has already been completed. The Uplift column will state N/A for Purchase Orders, as Uplift is not applied to orders.

To add a new Build Stage, the user must enter Edit mode and select the Add Build Stage button located above the top-right corner of the table.

Once selected, the user is directed to the Build Stage Details page, where a build stage can be chosen from a dropdown list pre-populated from the System Build Stages area.

After selecting a Build Stage from the dropdown, an additional dropdown labelled Lead Supplier appears. This dropdown is pre-populated with Suppliers that have been added to the Client in the Clients Suppliers area.

The Lead Supplier for a Build Stage is the Supplier the system defaults to when a user creates a Programme Pre-Order, Pre-Order, Purchase Order or Credit Order for that Build Stage.

Once a Lead Supplier has been selected, an additional dropdown labelled Supplier Branch appears below. This dropdown is pre-populated with Supplier Branches that have been added in the Supplier Branches area. Selection of a Supplier Branch is optional and may be left blank if not required.

Supplier Branches represent subsets of a Supplier. When a Lead Supplier Branch is selected, it is automatically defaulted as the Supplier Branch for the Build Stage when a Purchase Order or Credit Order is created. Supplier Branch is not mandatory, however if one is selected the system will send all Purchase & Credit Order emails for that build stage to the selected Supplier Branch Email Addresses rather than the Lead Supplier Email.

Once the Build Stage setup is complete, it becomes available for the user to begin adding Sub Types, Materials, and Labour Items.

Plots Sub-Types

An optional feature of Build Stages is the use of Sub Types. Sub types effectively act as Build Stages within a Build Stage and can have Materials and Labour Items assigned to them. This allows users to more accurately control and target where orders and submissions are placed.

The Sub-Types section can be accessed by navigating to the sub-tab within the Build Stage record. This area contains a Quick Search which targets the Name column.

Each Build Stage includes a default Sub Type, which automatically shares the same name as the Build Stage itself.

If a Sub Type is manually added to a Build Stage, the system automatically deletes the default Sub Type.

However, if the default Sub Type already has Materials or Labour Items assigned to it, the default Sub Type is retained and the newly added Sub Type is created alongside it.

Users with the relevant System Access permissions can edit a Sub-Type at any time by selecting the desired record from the list table.

To add a new Sub Type, the user must select the Add Sub Type button located above the top-right corner of the table.

The system then directs the user to a new Sub-Type record on the Details page, where the user can specify a Name for the Sub Type and set its Order.

The options in the Name dropdown are sourced from System Sub Types and include all non-deleted Sub Types in the system.

The Order value ranges from 1 to 99 and this determines the position of the Sub Type within the Sub-Types list table, controlling the sequence in which Sub Types are displayed.

Each Sub Type in the list table includes a Download button. Clicking this button downloads an Excel file containing the pricing data for that specific Sub Type.

The Excel file includes details such as Item Names, Make, Code, Category, Quantity, Cost & Total Cost.

Users with appropriate permissions can delete Sub-Types by entering Edit mode within the Sub-Type record and selecting the Delete button located in the top-right corner.

Deleted Sub-Type records appear highlighted in red within the list table to clearly indicate their status. Only users with Super User permissions can view deleted records. These records can be restored by opening the deleted record and selecting the Restore button located in the top-right corner.

Plots Materials

The Materials section displays all Materials associated with the Client and allows users to assign them to the relevant Sub Types. The Materials are associated with the Client either through the System Price Import area or the Materials Availability tab.

This section includes a Quick Search feature that allows users to search for Materials by Name, Make, Code, or Category.

Users can select individual Sub Types within the Build Stages to display the Materials list table for a specific Sub Type. Alternatively, users can select Open All to display the Materials list tables for all Sub Types within the House Type. Selecting Close All hides all Materials list tables for each Sub Type.

A cog icon is located in the bottom-left corner of the Materials table footer. Selecting this icon opens a configuration pop-up containing a series of checkboxes. The Name and Code checkboxes are read only and cannot be edited as these two columns include required information.

To add a Material to a Sub Type, the user must enter Edit mode. A + icon then appears next to each material in the table.

Selecting the + icon opens a Quantity selection pop-up. Once the desired quantity is entered and OK is selected, the Material is added to the currently selected Sub Type.

If a Material is added to a Sub-Type but does not have an assigned Cost for the selected Lead Supplier, the system will display an asterisk (*) in the Preferred Supplier Cost column and show the message “Some material pricing not found.”

An asterisk will also appear next to the Cost figures for any affected Sub-Type where pricing is missing. This helps users quickly identify which items require pricing to be assigned and resolve any missing cost information.

The list table automatically calculates the Total Cost for added Materials based on the Preferred Supplier. This is calculated by multiplying the Material’s Current Cost by the selected Quantity. If the Cost for a Material is altered the Total Cost would automatically inherit the new cost and re-calculate the total value.

The Preferred Supplier Cost column displays the Current Cost of each Build Stage & Sub-Type, based on the Preferred Supplier.

Users can select the Popout button for a specific Sub Type to open a new browser tab displaying a read-only view of the Materials list table for that Sub Type. This is useful when navigating elsewhere in the system for comparison purposes.

Users can alter the Quantity for a Material at any time by simply changing the value in the Quantity field.

To remove a Material from a Sub Type, the user must enter Edit mode. Upon doing so a – icon then appears next to each Material in the Sub-Types Materials list table.

Selecting the – icon removes the Material from the Sub Type and returns it to the Materials list, making it available for selection again.

When the Cost Breakdown button is selected, the Materials table updates to display a detailed Cost Breakdown of the Materials that have been added to the Sub-Type.

The table will include the following sections:

• Ordered
  • Quantity – This figure represents the amount of the Material that has been issued within Purchase Orders.
  • Total – This value represents the combined Cost of the Ordered Materials across all Purchase Orders that have been sent.
• Remaining
  • Quantity – This represents the amount of the Material that has not yet been purchased. It is calculated by taking the overall Material Quantity and deducting the Ordered Quantity.
  • Total – This represents the remaining Cost of the Material that has not yet been purchased. It is calculated by taking the overall Material Cost and deducting the Ordered Total.
• Actual
  • Quantity – This figure represents the overall Quantity for the Material.
  • Total – This value shows the Cost of Materials that have already been purchased, calculated using the Cost set at the time of purchase. It also includes the Cost of any Remaining Quantity by applying the Current Material Cost to the Remaining Quantity and adding it to the total.

Any Materials that are added, removed, or modified at the Client level will cascade down to all Master Level Plots that are still inheriting from the Client.

If a Plot is set to Site Level, it will no longer inherit Materials directly from the Client, but it will continue to inherit any Material changes from the Site House Type.

If a Plot is set to Plot Level, it will not inherit any Material changes from either the Client or the Site House Type.

Additionally, if Materials have already been ordered at the Plot level, reducing the Quantity at a higher level will not reduce the Plot Level Quantity below the amount already ordered.

Plots Labour Items

The Labour Items section displays all Labour Items from the System Labour Items area and allows users to assign them to the relevant Sub Types.

This section includes a Quick Search feature that allows users to search for Labour Items by Name & Category.

Users can select individual Sub Types within the Build Stages to display the Labour Items list table for a specific Sub Type. Alternatively, users can select Open All to display the Labour Items list tables for all Sub Types within the House Type. Selecting Close All hides all Labour Items list tables for each Sub Type.

To add a Labour Item to a Sub Type, the user must enter Edit mode. A + icon then appears next to each Labour Item in the table.

Selecting the + icon opens a Quantity selection pop-up. Once the desired quantity is entered and OK is selected, the Labour Item is added to the currently selected Sub Type.

The list table automatically calculates the Total Cost for added Labour Items. This is calculated by multiplying the Labour Item Current Cost by the selected Quantity. If the Cost for a Labour Item is altered the Total Cost would automatically inherit the new cost and re-calculate the total value.

Users can select the Popout button for a specific Sub Type to open a new browser tab displaying a read-only view of the Labour Items list table for that Sub Type. This is useful when navigating elsewhere in the system for comparison purposes.

Users can alter the Quantity for a Labour Item at any time by simply changing the value in the Quantity field.

To remove a Labour Item from a Sub Type, the user must enter Edit mode. Upon doing so a – icon then appears next to each Labour Item in the Sub-Types Labour Item list table.

Selecting the – icon removes the Labour Item from the Sub Type and returns it to the Labour Item list, making it available for selection again.

When the Cost Breakdown button is selected, the Labour Items table updates to display a detailed Cost Breakdown of the Labour Items that have been added to the Sub-Type.

The table will include the following sections:

• Ordered
  • Quantity – This figure represents the amount of the Labour Item that have been submitted & Accepted within Work Submissions.
  • Total – This value represents the combined Cost of the Submitted Labour Items across all Work Submissions that have been Accepted.
• Remaining
  • Quantity – This represents the amount of the Labour Item that has not yet been submitted & accepted. It is calculated by taking the overall Labour Item Quantity and deducting the Ordered Quantity.
  • Total – This represents the remaining Cost of the Labour Item that has not yet been submitted & accepted. It is calculated by taking the overall Labour Item Cost and deducting the Ordered Total.
• Actual
  • Quantity – This figure represents the overall Quantity for the Labour Item.
  • Total – This value shows the Cost of Labour Items that have already been submitted & accepted, calculated using the Cost set at the time of submission. It also includes the Cost of any Remaining Quantity by applying the Current Labour Item Cost to the Remaining Quantity and adding it to the total.

Any Labour Items that are added, removed, or modified at the Client level will cascade down to all Master Level Plots that are still inheriting from the Client.

If a Plot is set to Site Level, it will no longer inherit Labour Items directly from the Client, but it will continue to inherit any Labour Item changes from the Site House Type.

If a Plot is set to Plot Level, it will not inherit any Labour Item changes from either the Client or the Site House Type.

Additionally, if Labour Items have already been submitted at the Plot level, reducing the Quantity at a higher level will not reduce the Plot Level Quantity below the amount already submitted.

Plots Customer Care

The Plots Customer Care section allows users to view the Customer Care Jobs that have been created for the selected Plot.

This section contains a Quick Search which targets the Operative column.

The Plots Customer Care table contains multiple columns that display key information for the relevant Customer Care Jobs. The columns are described below:

• Operative – This column displays the Operative assigned to the Customer Care Job. This is set within the Customer Care Details page. If an Operative has not yet been assigned, the Operative column will state No Operative assigned.
• Issue Date – This column displays the Issue Date assigned to the Customer Care Job. This is set within the Customer Care Details page.
• Information – This column displays the Information that is entered for the Customer Care Job. This is set within the Customer Care Details page.
• Operative Notes – This column displays the Operative Notes entered for the Customer Care Job. These are entered within the Customer Care Details page.
• Booked Date – This column displays the Booked Date assigned to the Customer Care Job. This is set within the Customer Care Details page.
• Completed – This column contains a checkbox indicating the Completion Status of the Customer Care Job. It is deselected if the job has not been Completed and selected if the job has been Completed. The Completion Status is set within the Customer Care Details page or a Customer Care Engineer can mark the job as Completed through the Operative Portal.
• Action – This column displays the Action notes entered for the Customer Care Job. These are entered within the Customer Care Details page or the Customer Care Engineer can enter a description through the Operative Portal.

The user can select a Customer Care Job from the table, and the system will navigate directly to the selected Customer Care record.

Plots Build Stages View

The Plots Build Stages View allows the user to view Build Stage information for all Plots on the Site. This includes the Actual Cost, Estimated Cost, and Sell Price for each Build Stage.

The Actual Cost represents the Cost of work completed to date, calculated using the Cost at the time it was carried out. It also includes the Cost of any remaining work, based on the Current Costs of Materials and Labour.

When a Plot is marked as Completed, the Actual Cost column is updated to only show the Costs of Materials Purchased and Labour Submitted up to the point of completion.

The Estimated Cost represents the total cost of all Materials and Labour Items within the Build Stage, calculated using Current Costs.

Costs may be updated when the user performs certain actions in the following areas:

• Price Import
• Client’s Materials (altering material cost)
• Materials Availability (altering material cost)
• Material or Labour Items (altering, adding, or removing quantities)
• Labour Items (altering labour item cost)
• Settings Details (altering labour item uplift)
• Work Import
• House Type Import
• Submission Import

The Sell Price represents the revenue generated by the Build Stage. It is calculated by applying the Site Markup, set in the Tender tab, to the Actual Cost of the Build Stage. The Sell Price does not include the Consumables Amount set in the Site Financials page.

Sell Price is only updated when a Price Submission is created and agreed.

If you hover over the triangle in the corner of Actual Cost cell, a tooltip will appear showing a breakdown table. This includes Ref Num, User, Uplift and Cost (incl. Uplift), listing all Purchase Orders and Work Submissions issued to date, along with their Reference Numbers, the user who created them, and the Cost at the time they were created. In addition, the table includes an Uplift column, which displays the Uplift percentage applied, and a Cost (incl. Uplift) column, which shows the Total Cost with Uplift included.

The tooltip also shows a Remaining figure, representing the amount of Cost still available to spend, excluding work that has already been completed. The Uplift column will state N/A for Purchase Orders, as Uplift is not applied to orders.

Build Stages can be assigned a Sales Parent in the Build Stages area. When a Sales Parent is assigned, the child build stage is hidden from the Build Stages View and displayed within the Sales Parent. All Costs and Sell Prices for the child stages are consolidated and reflected within the Sales Parent Build Stage.

If a Child Build Stage exists on a Plot without its associated Sales Parent, it will not be displayed in the Build Stages view. However, when downloading the Plot Schedule or a Sales Application Document, the Child Build Stage will be included and listed under the name of its Sales Parent.

Plots are organised into three distinct levels which is shown in the Level column: Master, Site, and Plot. Each level is described below:

• Master – Master Level Plots inherit changes from the Client House Type.
• Site – Site Level Plots inherit changes from the Site House Type.
• Plot – Plot Level Plots do not inherit changes from the Client House Type or Site House Type.

Functionality is available to allow users to Complete or Delete Plots in bulk. This is referred to as Batch Operations, and the corresponding dropdown is located within the Plots table.

When the user selects either the Complete Plots or Delete Plots option from the dropdown, an additional column is displayed prior to the Plot Number column. This column contains checkboxes and is labelled as follows:

• Complete? – When the Complete Plots option is selected.
• Delete? – When the Delete Plots option is selected.

This additional column enables users to select the relevant Plots for Completion or Deletion in bulk.

If a Plot has associated Materials Purchased or Submitted Labour Items, it cannot be deleted using the Bulk Delete function. In such cases, the system disables the selection checkboxes for these Plots, preventing users from selecting them for deletion.

When the Delete Plots or Complete Plots option is selected, a Cancel button will appear next to the dropdown, when this is selected the bulk operation will be cancelled and the dropdown will reset back to the default option.

After making the selections, the user can click the Confirm button next to the dropdown. The system will then display a confirmation dialog.

If Delete Plots is selected, the user will be asked to confirm the deletion.

If Complete Plots is selected, the user will be asked to confirm that they wish to mark the Plots as Completed. The dialog will also note that, once Completed, the Plots will no longer inherit changes from the House Type.

Upon selecting Yes in the confirmation dialog popup, the chosen Plots will be either Deleted or marked as Completed, depending on the selected action.

Plots House Type View

The Plot House Type view allows users to view information for all Plots on a Site.

This includes details such as Consumables Amounts, Baseline values, and Agreed, Estimated, and Actual Material and Labour costs.

The Consumables column displays the Consumables Amount allocated per Plot.

This amount is defined on the Site Financials page within the Settings section and is set for a Build Stage. It is applied to any Plots that include the specified Build Stage, and the resulting value is then shown in the Consumables column within the House Type view.

The Baseline Material Costs & Baseline Labour Costs figures represent the total cost of all Materials & Labour Items assigned to a Plot when the Site was set to Active.

The Agreed Material Costs and Agreed Labour Costs figures represent the total cost of all Materials and Labour Items on a Plot that have been agreed in the most recent Price Submission.

The Actual Material Costs and Actual Labour Costs figures represent the total cost of all Materials purchased and Labour Items submitted to date for a Plot. These values include the Costs recorded at the time of Purchase Order or Work Submission, as well as the Cost of any remaining Material or Labour Item quantities, calculated using the Current Cost.

When a Plot is marked as Completed, the Actual Material Costs and Actual Labour Costs columns are updated to reflect only the Costs of Materials Purchased and Labour Submitted up to the point of completion. This ensures the values represent the true amount spent on the Plot.

The Estimated Material Costs and Estimated Labour Costs figures represent the total projected Cost of all Materials and Labour Items on a Plot, calculated using the Current Costs that are assigned to them.

If you hover over the triangle in the corner of the Material Actual Cost cell, a tooltip will appear showing a breakdown table. This includes Ref Num, User and Cost, listing all Purchase Orders issued to date, along with their Reference Numbers, the user who created them, and the Cost at the time they were created.

The tooltip also shows a Remaining figure, representing the amount of Cost still available to spend, excluding Materials that have already been purchased.

When hovering over the triangle in the corner of the Labour Actual Cost cell, a tooltip is displayed showing a breakdown table of all Work Submissions issued to date. This table includes the Reference Number, the user who created each submission, the applied Uplift percentage, and the Cost (including Uplift), along with their corresponding values.

The tooltip also shows a Remaining figure, representing the amount of Cost still available to spend, excluding work that has already been completed.

Costs may be updated when the user performs certain actions in the following areas:

• Price Import
• Client’s Materials (altering material cost)
• Materials Availability (altering material cost)
• Material or Labour Items (altering, adding, or removing quantities)
• Labour Items (altering labour item cost)
• Settings Details (altering labour item uplift)
• Work Import
• House Type Import
• Submission Import

Plots are organised into three distinct levels which is shown in the Level column: Master, Site, and Plot. Each level is described below:

• Master – Master Level Plots inherit changes from the Client House Type.
• Site – Site Level Plots inherit changes from the Site House Type.
• Plot – Plot Level Plots do not inherit changes from the Client House Type or Site House Type.

Functionality is available to allow users to Complete or Delete Plots in bulk. This is referred to as Batch Operations, and the corresponding dropdown is located within the Plots table.

When the user selects either the Complete Plots or Delete Plots option from the dropdown, an additional column is displayed prior to the Plot Number column. This column contains checkboxes and is labelled as follows:

• Complete? – When the Complete Plots option is selected.
• Delete? – When the Delete Plots option is selected.

This additional column enables users to select the relevant Plots for Completion or Deletion in bulk.

If a Plot has associated Materials Purchased or Submitted Labour Items, it cannot be deleted using the Bulk Delete function. In such cases, the system disables the selection checkboxes for these Plots, preventing users from selecting them for deletion.

When the Delete Plots or Complete Plots option is selected, a Cancel button will appear next to the dropdown, when this is selected the bulk operation will be cancelled and the dropdown will reset back to the default option.

After making the selections, the user can click the Confirm button next to the dropdown. The system will then display a confirmation dialog.

If Delete Plots is selected, the user will be asked to confirm the deletion.

If Complete Plots is selected, the user will be asked to confirm that they wish to mark the Plots as Completed. The dialog will also note that, once Completed, the Plots will no longer inherit changes from the House Type.

Upon selecting Yes in the confirmation dialog popup, the chosen Plots will be either Deleted or marked as Completed, depending on the selected action.

Download Plot Schedule

The Plots page includes a Download Plot Schedule button, which allows users to export an Excel file containing the Sell Price for each Build Stage and Plot.

The Plot Schedule lists all non-deleted Plots and Build Stages added to the Site, along with their House Ref, Property Type, and Specification.

Build Stages can be assigned a Sales Parent in the Build Stages area. When a Sales Parent is assigned, the Child Build Stage is hidden from the Build Stages View and displayed within the Sales Parent. All Costs and Sell Prices for the child stages are consolidated and reflected within the Sales Parent Build Stage.

If a Child Build Stage exists on a Plot without its associated Sales Parent, it will not be displayed in the Build Stages view. However, when downloading the Plot Schedule or a Sales Application Document, the Child Build Stage will be included and listed under the name of its Sales Parent.