Build Plan Card

Modified on Tue, Jun 25 at 6:49 AM

TABLE OF CONTENTS

Who can get access to Build Plans
Access to Build Plan Finance
Build Plan Card
Close and reopen Build Plan

Who can get access to Build Plans

Generally, there are several levels of access to Build Plans. The first level is set up on system level — include an Employee to the appropriate user group and give him/her access to the reference.

In the FCX System, all users can view the Build Plans Reference: open the reference, view the list of the Build Plans, open the Build Plan Card.

Members of the “FSM Build Plan Managers” user group have full access to the reference. That means, they can edit a Build Plan Card.

However, we have special access rules for the Build Plan Card. So, this is the second level of access, which depends on your additional Roles, membership in the Build Plan, whether you are the head of a BP Project.

In the table below, we describe who can edit the Build Plan requisites.

Build Plan fields and tables	Administrator	Project Owner	Employee with role “Advanced BP Manager”	Build Plan Owner
Name	+	+	+	+
Site	+	+	+
Customer	+	+	+
Customer Job	+	+	+
Category	+	+	+	+
Owner	+	+	+
Profit Center	+	+	+
Class	+	+	+
Change Progress	+	+	+	+
Cx Status	+	+	+	+
Due Date	+	+	+	+
Roles table	+	+	+	+
Allocation Table	+	+	+	+

Access to Build Plan Finances

The intrinsic part of the Build Plan is its financial data. Build Plan finances are only visible to Employees with Finance access.

Let's deal with the Finance access.

First, you should belong to the FSMFinancial user group.
Then, if you are a BP Owner, you will see the finances of all your BPs.
You are a Project Owner — access to the financial data of all Build Plans of your Project.
Next, you are a member of Project Role with active checkbox “finance access” — accessible finances of all Build Plans where you participate.
You have the Employee Role “All Direct Cost BPs Financials” — so you have access to financial information of all Direct Cost BPs.
And the last one is the “Full Financial” Employee Role that gives advanced access to the finances for all Build Plans.

Build Plan Tabs

The Build Plans tabs (General, Details, Old Chat History) are visible to all users who have access to the Build Plans Reference.

The Detail tab opens the Status dashboard view for the current BP. Here you can view BP history, BP daily status, manage BP Tasks, and so on.

Remember, that the set of tabs in the Status Dashboard view depends on the Employee's access rights. Let's look at the table to understand access to Status Dashboard Tabs.

Status Dashboard tabs	Administrator	Employee with Finance access	All (Project Owner, BP Owner, Member of Project Role)
Budget	+	+
CIM	+	+
VIM	+	+
Milestones	+	+	+
BOM	+	+
Checklists	+	+	+
Documents	+	+	+
BP History	+	+	+
Chat History	+	+	+
Labor	+	+
Tasks	+	only view	+
Map	+	+	+
COD	+	+
Work Orders	+	+	+
Daily Status	+	+

Generally, the Project Owner, BP Owner, member of Project Role participate in the FSM Build Plan Managers user group.

Chat History tab is displayed only if the BP chat has been created.

Build Plan Card

Open the Build Plan Card to track Build Plan activity, view details and make changes.

Started date — minimum date of BP's Financial Distribution (first Time Card, Invoice, BOM, etc.) 

Construction Start Actual date is filled from the corresponding BP milestone, which in turn is a date when an Employee arrived at the Site (First Arrival field in the WO).

The WO for Unscheduled Visit field is closed for editing if the Build Plan Site is a Carrier group Site.

PW in the Build Plan

PW is autofilled in the Build Plan generation, when you select the PW field in the Build Plan Request.

The PW flag is filled from the BP to the Work Orders:

Automatically at WO creation.
Manually, when you check/uncheck the PW flag.

In this case, the system asks you how to update the PW in the Work Orders of the BP: in all, selected manually or do not update.

There is a note here. Along with updating the PW flag in the WOs, it will also be updated in the future dispatches.

Close and reopen Build Plan

Use the “Close Build Plan” button to change BP record status from active to closed. All related Work Orders will also be moved to closed status. Only Administrators, the Project Owner and Employee with role “Can Open/Close BP” can close the Build Plan, otherwise you can send a request to close it.

To reopen the Build Plan, click on the “Activate” button on the ribbon. The FCX system will change the BP record status to active and open Work Order records from closed to active. So, you can correct Build Plan's financial data, make changes to Time Keeping and so on. The “Activate” option is available for Employees with the role “Can Open/Close BP”.