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Pre-Administration

Pre-Administration

Owned by Julie Doyle-Whitelock (Deactivated)
Last updated: Sept 17, 2018

The Pre-Administration section of the Production Management module contains screens relating to the management of a job sale, including the sales person, sale acceptance, deposit information, sales advice appointment, and the ability to forecast the progression of a job through to the administration phase.

Pre-Administration Overview

The Pre-Administration Overview screen presents data relating to the sale of a job, including the sales person and location and the ability to create a sales advice appointment.

Pre-Administration Forecasting

The Pre-Administration Forecasting screen is used to calculate baseline, best possible, and progress forecasts from actual dates to track the movement of a job through the pre-administration stage. Forecasts are created by applying a pre-determined template containing allowances.

Work Flow Forecasting has changed

Significant changes have been made to Work Flow Forecasting, requiring a supporting database update. 

When accessing the Forecasting screens for Work Flow, Pre-Administration, Administration, Construction or Maintenance, a message will be shown to advise of the need for the database update.

Should this occur, please Contact Insula Software

Procedures

Applying A Pre-Administration Template

  1. From the Forecast drop-down list, select a variance forecast.
  2. Click Template. The Change Work Flow Forecasting Program confirmation prompt will appear.
  3. Click Yes to reallocate the days allowance for each work flow stage. The Select Work Flow Template dialog will be displayed.
  4. Select a work flow template.
  5. Click OK. The Work Flow Re-Forecasting confirmation prompt will appear.
  6. Click Yes to re-forecast the work flow for the current job. The Clear Existing Forecasts confirmation prompt will appear.
  7. Click Yes to clear existing baseline forecasts for the current job. The work flow will be re-forecast.
  8. Click OK.

Clearing Forecast Dates

  1. From the Forecast drop-down list, select a variance forecast.
  2. Click Clear. The Clear Forecasting Dates confirmation prompt will appear.
  3. Click Yes to clear the work flow forecasts for the current job. The Retain Allowance confirmation prompt will appear.
  4. Click Yes to retain the allowance days for each stage. The forecast dates will be cleared.

Creating Forecast Dates

  1. From the Forecast drop-down list, select a variance forecast.
  2. Click Forecast. The Work Flow Re-Forecasting confirmation prompt will appear.
  3. Click Yes to re-forecast the work flow for the current job. The Clear Forecasting Dates confirmation prompt will appear.
  4. Click Yes to clear existing baseline forecasts for the current job. The work flow will be re-forecast.

Creating A Manual Forecast

  1. From the Forecast drop-down list, select the variance forecast.
  2. From the Work Flow Forecasting list, select a maintenance item.
  3. Click Edit. The Pre-Administration Work Flow Forecast dialog will be displayed.
  4. Enter the forecast details.
  5. Click OK. The Work Flow Re-Forecasting confirmation prompt will appear.
  6. Click Yes to re-forecast the work flow for the current job. The Clear Existing Forecasts confirmation prompt will appear.
  7. Click Yes to clear existing baseline forecasts for the current job. The work flow will be re-forecast.
  8. Click OK.

Also see Work Flow Template.