TABLE OF CONTENTS

• What is a Build Plan?
• Who is Build Plan Owner?
• Who can generate a Build Plan
• Build Plan Request
• How to Generate a Build Plan
  • GBP via Build Plans Dashboard or Dispatch Calendar
  • Fill out New Build Plan Card
  • Generate Build Plan
  • Create a Site or Customer in GBP Web
    • New Site
    • New Customer
    • New Customer Job
• GBP via Customer Job
  • Copy from previous Request
  • GBP via BP Requests Reference: Copy from other Request

What is a Build Plan?

Build Plan (BP): The BP acts as a container for data related to all work done in a contiguous stretch of time, for a single 'Site', under a single contract. 

Construction company operations and financials center on individual Site builds, represented in FieldCLIX as 'Build Plans'. BP is approximately equal to what is called a 'Customer Job' in many ERP systems. Each BP gets a single Budget and COP. A BP might have 1 or several Client POs, Vendor POs, Vendor Bills, Sales Orders/Quotes, BOMs and WOs. It can have Milestones and is a key delimiter on all operational and financial dashboards. 

A BP might represent all work and finances associated with a Monopole Upgrade done for Ericsson AT&T. It might also be a Rooftop Trouble-Ticket for ACAS or a DFW Airport Terminal IDAS project done for a multi-carrier escrow account. A BP sometimes equates to what companies have traditionally called a “Project” but is not to be confused with an FCX “Project” which is more of a ”Line-Of-Business.” 

A BP applies the parameters of work defined in the Project Template to work done for an actual Site. A BP is generated and managed by the BP Owner (BPO) and is resolved when all WOs are resolved and the BP is closed. BPs are Subordinate to Project Scenarios and Predominate to Work Orders.

Who is Build Plan Owner?

The Build Plan Owner (BPO) is a Project 'Role' which is a required attribute on any BP and must be assigned to a single Employee per BP. Construction company operations and financials center on individual Site builds, represented in FieldCLIX as BPs. The Employee with final responsibility for the financial success of a build is therefore usually assigned as the BP’s 'Owner'. BPO is assigned at the time of BP Generation and is and can be used for many processes, notification and access rights configurations throughout the system.

Who can generate a Build Plan

Employees are assigned to the “Can generate BPs” role, can generate Build Plans, can run GBP.

Build Plan Request

Build Plan Request is a key part of the Build Plan Generation Process (GBP).

To generate a Build Plan, you:

• create a Build Plan request in any convenient way,
• fill in all the required fields on the BP Request card,
• click on the Generate Build Plan button.

There are many ways to run GBP:

1. Open Build Plans Dashboard or Dispatch Calendar and click to “New Build Plan”.
2. Open BP Request Reference and create a new record.
   
3. Open Customer Job Reference, open Customer Job Card and click “Generate Build Plan” for selected Customer Job.
4. On the Live and TCR Map, generate a Build Plan when creating a Site — on the Site card click "Create and Generate BP".

How to Generate a Build Plan

GBP via Build Plans Dashboard or Dispatch Calendar

Depending on your access rights, open the Build Plans Dashboard or the Dispatch Calendar in FCX Web.

Fill out New Build Plan Card

Complete the fields you need. Please note that some fields may be hidden based on your instance configuration.

Build Plan Name and Customer Job Name are determined according to the format set in the system constants. 

Thus, Build Plan Name is assembled from:

• Fields specified in the constant + Number (auto-assigned in numerical order). For example, Customer Name + Project Scenario+ Site + Number.
• Customer Job Name if the Customer Job is specified in a BP Request.

Build Plan Name should be unique; otherwise, you will receive an alert notification.

• There is an option to set a custom BP Name — Click the Lock icon in the Build Plan Name field, so you can enter your custom name. If you want to use auto-naming for the BP, click the Lock icon once again.

Bear in mind that this Lock icon is only displayed for employees who assigned to the “Can use custom BP name” role.

• Custom BP Number — Create a Build Plan number manually instead of using auto-numbering. This option is also available to employees with the Can Use Custom BP Name role.

Tip: Click the Show Hint to view instructions on how to generate a Build Plan based on your company’s project, scenario, class, and category structure.

Select a Site, Project Scenario, and Customer.

• Site — if the required Site does not exist, click + next to the Site field to create one (available to all users who can run GBP).
• Customer — if the required Customer does not exist, click + next to the Customer field to create a simple Customer record (Name and Abbr only). This option is available only when the QBUseSyncItemsForGBP setting is false, and only to users with the Project Library Manager role. See Create Customer in Fieldclix for details.

Fill in Customer Job field:

• Select an existing Customer Job — after you choose a Customer, pick a job from the list (for example, one that came from QuickBooks). Only jobs for that customer are shown.
• Leave the field blank — if your company is set up to create customer jobs automatically when you generate a Build Plan, the system will create one for you. The job name is built from your company’s naming rules (often using site, scenario, build plan name, or BP number). 
• Create a job with your own name — click + next to Customer Job (after you have selected both Customer and Project: Scenario). Enter the name you want; Job Type comes from the project tied to your scenario. The name must be unique for that customer.

If your company uses automatic customer job creation during Build Plan generation, the job name follows your company’s naming rules. Some companies use a single job per build; others use a multi-level job structure (for example, by site and scenario). To use a custom job name, create the job yourself (via + in Web or in the Customer Jobs reference), then select it on the BP Request.

On some instances, selecting or creating a customer job during GBP is restricted (set up in the system setting). 

To reset the selected Customer Job in a BP Request (New Build Plan window), clear the Customer field (changing Customer clears the selected Job).

BP Owner is automatically filled in by the current user. Change it if necessary.

Class is derived from the Calculation Specification reference. The system checks whether a Class exists for the generating BP that matches the selected Project, Scenario, Region, Market, Carrier, and BP Owner.

• If a Customer Job is selected, the Class is automatically pulled from the Job.
• Depending on system settings, the Class field may be required.

Category allows you to group Build Plans based on shared characteristics.

• To create a new Category, click the + icon, enter a name, and save it. For more details, refer to the Build Plan and Work Order categories documentation.
• The Category field may also be required, depending on system configuration.

Default ERP# — Quickly define the default ERP number for the Build Plan.

PW by default — Mark a generated Build Plan as a prevailing wage job. Work Orders created from this Build Plan will automatically inherit the PW designation.

BP Role Members are populated after you select a Scenario. You can change Roles if it is needed.

There is a setting in Notification Events to notify a BP Owner, BP's Project Role Members that a Build Plan has been generated. It can be customized on client's request.
The created Build Plan starts immediately after its generation.

Active BP Request is a request for which BP has not been created yet. Closed one has already BP.

Generate Build Plan

A BP is generated after you click on the Generate Build Plan button. The Build Plan auto-number is also assigned during BP creation.

If you start creating a new Build Plan but do not generate it, the draft will remain available the next time you launch GBP.

As a result, the system creates the BP, adds Work Orders, and releases them for dispatch, if it’s specified in WO Types for the used Scenario. Additionally, you can set up a Scenario to create Budget, Sales Order, Bill of Material on BP generation.

Create a Site, Customer, or Customer Job in GBP Web

You can create a new Site, Customer, or Customer Job while filling in a BP Request in FCX Web.

1. Open GBP in FCX Web (Build Plans Dashboard, Dispatch Calendar, or another entry point that opens the New Build Plan card).
2. Use the + icon next to the field you need:
   • Site — always available (subject to your GBP access).
   • Customer — only if using QB synced items for GBP is off in your instance, and only for users with the Project Library Manager role.
   • Customer Job —  after Customer and Project: Scenario are filled in, unless your instance restricts job selection during GBP.

New Site

Read more about adding a site to FCX.

New Customer

This creates a minimal customer (name and abbreviation). For billing address, payment terms, and other details, use the Customers reference in FCX Desktop.

When you can use it

• Your company is not limited to QuickBooks-synced customers during Build Plan generation.
• You have the Project Library Manager role.

Customer name must be unique in the system.

New Customer Job

Create a Customer Job with a custom name. Job Type is the Project you selected for the new Build Plan.

GBP via Customer Job

1. Open FCX Desktop → run the Quick Launch → open Customer Jobs reference → open the required Customer Job card → click on Generate Build Plan.

2. Fill in all the required fields as usual. Read about each field above.

3. Click to generate a BP.

Copy from previous Request

Use the “Copy from previous Request” action in GBP Web to fill in a new request from the last one that you created.

GBP via BP Requests Reference: Copy from other Request

1. Open FCX Desktop → run the Quick Launch → open Build Plan Requests reference →  click on Create Record.

2. Fill in all the required fields as usual. Read about each field above.

Use the “Copy from other Request” action in GBP Desktop to fill in a new request from the one you've selected.

3. Click to generate a BP. 

Find more about:

Project Overhead Build Plans

Profit Center calculation

Build Plan Card