The Development Maintenance - Plot Groups tab allows you to maintain the plot groups on this development. Plot groups allow you to group plots together for reporting purposes, for example, to group all the plots in a block of flats together.
Set up plot groups for the development, then indicate which group a plot belongs to using the Plot Group field when updating a plot.
Not all plots need to belong to a group; for example, if you are building houses and blocks of flats on the same development, the house plots might not belong to a group.
Plot Groups are Development specific.
Creating Plot Groups
HB CRM > Administration > Plot Administration > Development Maintenance
Bill of Quantities> Setup > Site Setup > Development Maintenance
Development Maintenance Browse
Creating Plot Groups
Click the link for the development.
Go to the Groups tab.
Development Details – Groups tab
Click Add (
) and enter the Plot Groups.Development Details – Groups tab
Field | Description |
Group: | The code for the construction stage. |
Description: | A description of the construction stage. |
4. Click Save (
). Continue to enter all Plot Groups.
The System will continue to open new lines for you to enter. Once you have finished adding Groups click Undo (
).
Development Details – Groups tab
If you set up a plot group with a blank code to represent generic plots, then groups for each Group of Apartments, Terraces etc; when you add a new plot, by default it will belong to the blank (generic) group, and you only need to change it if the plot is part of a block of apartments.
Assigning Plots to Plot Groups
Locations:
Customer Care > Development Maintenance
HB CRM > Administration > Plot Administration > Development Maintenance
VAP > Development Maintenance > Development Maintenance
Development Maintenance
Click the link for the required development.
Development Details
Go to the Plots tab.
Development Details – Plots tab
Click Open (
) against a plot.Plot details
If you have set up a plot group with a blank code to represent house plots, then groups for each set of flats; then when you add a new plot, by default it will belong to the blank (generic) group, and you only need to change it if the plot belongs to an actual Plot Group.
Field | Description |
Plot Group: | The plot group that this plot belongs to within the selected development. You can use plot groups, for example, to indicate which block a flat belongs to. |
4. Once the Plot Group is selected, click Save ().
5. Continue to update all plots.
Bulk Assigning Plots to a Group
Use the Multi Update function for two or more plots to save time.
Select the Plots tab.
Select Multiple Plots as below:
Development Details – Plots tab
Select Multi (
) .Plot Multi-Update
Enter the following information:
Field | Comments |
Plot Group: | The plot group that this plot belongs to within the selected development. You can use plot groups, for example, to indicate which block a flat belongs to. |
5. Once the plot group is selected, click Save ().
All selected plots will be assigned to the specified group.
You may be required to “untick” fields, the System will prompt you.