By BuilderMT BMT Cloud Models and Options Manager by BuilderMT Using Cloud MoM to build and manage a Builder’s Model & Option database BuilderMT Cloud

BMT Cloud Models and Options Manager

by BuilderMT

Using Cloud MoM to build and manage a Builder’s Model & Option database

BuilderMT Cloud MOM Training

Introduction


We will learn how to create:• Master Models• Master Options• Master Items

And combine them into a dynamic database that contains all Models, Model-Specific Options, Model-

and Option-Specific Items and Quantities, and Global Options

• Build a Master Model(s)• Build a list of Master Options

• Add the Master Options to a Master Model – they become Model-Specific Options

• Build a list of Master Items• Add the Master Items to Master Options – they become Option-Specific Items

WorkflowAdd Items to Options

+

Add Options to Models

Results in

Models with Plan-Specific Options

Model• Option(s)

• Items + Qty

Master Option(s)

Master item(s)


Strategy for Building a Database• We’ll be adding Model, Option and Item records to the database so that we can associate

them with each other to build the product catalog.

• Because the records for a Model, an Option and an Item all require that values be entered

for Model Status, Option Category, Purchasing Activity, etc., we should build those values

and drop-down lists into the application first.

• We’ll need to consider what values we want to set up for:

• Trades

• 16 CSI Divisions work well here

• Purchasing Activities

• List of your POs or Pay Points

• Option Categories

• Elevations, Structural, Framing, Finishes, Cabinets, Countertops, etc.

• Model Status

• Active, Inactive, Under construction, etc.


Setup Menu• Custom Fields – use to add any Custom Field that you want to attach to any entity

• Import Template – use to import all required Custom Fields for our Strategic Partners:• Sales Simplicity• CGVisions Pipeline

• + Add Custom Field• Name – enter a unique value for the Custom Field (Required)• Description – enter a long description for the Custom Field (Required)• Type – choose a type from the dropdown list (Required)

• Big Text - text field (no size limit)• Boolean – a “True” or “False” checkbox• Date – provides a date format field• Floating – a numeric field with a floating decimal point• Integer – a numeric field formatted as a whole number

• Multi-Select – choose one or more choices from a user-defined dropdown list• You will need to add available choices in the Add Value dialogue box


• Entity – choose the entity you want to attach the Custom Field to (Required)• Model• Master Option• Master Item• Purchasing Activity

• Display Order – choose a number to order the appearance of the Custom Fields on the

Entity record (Optional)• Required checkbox – check if this field will be required on the entity record

• Click Create to save the new Custom Field to the database• Custom Field grid –

• Edit an existing Custom Field by clicking on the Name for the field• Delete an existing Custom Field by clicking on the “X” in the row header for the field

• Lookup Tables• Select the Table to define

• Model Status• Click + Add value

• Enter new value into dialogue box• Select a value in the grid to edit or delete it

Setup Menu (cont’d.)


Setup Menu (cont’d.)• Option Categories

• Click + Add Option Category• Name – enter unique value for Option category (Required)• Description – enter a text description for the category (Required)• Option Markup Type – Choose from drop down list (Required)

• Margin• will calculate a “net-net” price where the markup equals the percentage

entered (C x (100 - %)/100)• Markup

• will calculate a price where the cost is increased by the percentage

entered (C x (1 + %))• Market Price

• Enter the sales price for the Option ( $ )• Default percentage

• The default percentage to use to calculate Sales Price for this Option• Can be overridden in Sales Pricing setup app

• Option Category grid• Edit an existing Option Category by clicking on the Name• Delete an existing Option Category by clicking on the “X” in the row header


Setup Menu (cont’d.)• Purchasing Activity

• Click + Add Purchasing Activity• Name – enter a unique value for the Purchasing Activity (Required)• Description – enter a text description for the Purchasing Activity (Required)• Trade – select from drop-down list (Required)• Notes – enter any additional or explanatory information about the Purchasing

Activity

• Edit an existing Purchasing Activity by clicking on the Name for the Activity.

• Delete an existing Purchasing Activity by clicking on the “X” in the row header for the

Activity.

• If any Custom Fields exist for the Purchasing Activity, the Custom Field tab will be

enabled.

• You can address any Custom Field on the Activity by clicking on the appropriate

field.


• Trades• Click + Add Trade to add a Trade to the database.

• Name – enter a unique ID for the Trade (Required)• Hint: use a combination of numeric and text for an ID, as it will be more

meaningful in the drop-down list.• Description – enter a text description for the Trade (Required)

• Trade edit grid• One can edit a Trade by clicking on its Name• One can delete a Trade by clicking the “X” in the row header for the Trade



• Users• Click + Add User to add a new User to this Account

• Name – enter a unique ID for the User (Required)• Email – enter a valid email address for the User (Required)• Roles – enter the appropriate Role(s) for the User from the multi-select drop-down list

• Admin• User

• Allow API Access checkbox• Check to allow this User to have access to the Models and Options Manager API

• User edit grid• One can edit a User by clicking on the User Name• One can delete a User by clicking on the “X” in the row header for the User



Add a Model• Main Menu > Models > Model Listing > + Add Model

• Fill in all fields with the appropriate information

• Name – Must be a unique value or ID for the Model (Required)

• Alpha, numeric or Alpha-numeric

• Hint – Use a numeric four or five character ID for the Model, i.e. “2346”

• Description – Enter a Sales or Marketing description for the Model (Required)

• Status – Enter the status of the Model from the available drop down list (Optional)

• Model Size – Enter the size of the Model in whatever units are appropriate (Optional)


Add a Model (cont’d.)• Model Size Unit – Enter the unit of measure for the above Model Size (Optional)

• Notes – Enter any additional information about the Model (Optional)

• Include Base House Option checkbox –• If this box is checked (checked by default), a Base Plan Option will

automatically be created and added to the new Model.• The Base House Option will automatically inherit the name “2346 - Base” .• The Base House Option will automatically be assigned to the “00 Base”

Option category.


Add Model Dialogue Box

Fill in all required fields


Add A Master Option• Main Menu > Master Option > + Add Option

• Fill in all Required Fields and any optional fields that you want

• Name – Unique value (Required)

• Numeric, alpha or alpha-numeric

• Hint – Use a five character numeric ID for the Option.

• Description – Text field (Required)

• no size limit

• Option Category – select the Option Category from the available choices in the

dropdown list (Required)

• The Option Categories are set up in the Setup > Option Category > menu


Add A Master Option (cont’d.)• Option Size – enter the size of the Option, if applicable, in any unit of measure

(Optional)

• Option Size Unit – enter the unit of measure for the Size entered above

(Optional)

• Notes – enter any notes or explanatory information about the Option

• Global Option checkbox – check if this Option is a Global Option (same cost on

every Model in an Area)


Add Master Option

dialogue box



• Add Master Options to a Model• From the Model Manager screen:

• Select a Master Model in the left hand Tree view• Click on the Model Options tab

• Already assigned Options will be displayed in a list• To assign new or additional Master Options to the Model, click on + Add

Options• Select one or more Master Options to add to the target Model.• Only Master Options that have not been previously assigned to this

Model will be available in the list.• Global Options are not available to add to a Model.

• From the Model Listing screen• Click on a Model Name

• Click on + Add Options• Select the Option(s) to add and click on Save Changes

Add Master Items• Models > Master Items > + Add Item

• Fill in all fields on the Item Info tab

• Name – enter a unique value for the Item in the database (Required)

• Hint – use a numeric or alpha ID for the Item (i.e. 1000 or 2x4x8std)

• Description – enter a long text description of the Item (Required)

• no size limit

• Item Notes – enter additional explanatory information about the Item (Optional)

• no size limit

• Default Purchasing Activity – select from the dropdown list (Required)

• This is the Purchasing Activity that be will assigned to the Item in an Option, unless

it is overridden with another Purchasing Activity for use in that Option.

• This will allow the same Item(s) to be used multiple times in an Option but assigned

to different Purchasing Activities as the situation demands .

• Takeoff Unit of Measure – enter the unit of measure that the Item is counted or

measured in. (Required)


• Order Unit of Measure – enter the unit of measure that the Item is priced or bought in

(Required)• Conversion Factor – enter the factor to convert the Takeoff Quantity to the Order

Quantity (Required if Takeoff Unit <> Order Unit)• i.e. 32 sf plywood = 1 sheet plywood

• Rounding – choose “None” or “Up to Multiple” from dropdown (Optional)• If Round Up is chosen, enter the multiple of the Order Quantity to round to

• Round 12.4 cy of concrete up to next multiple of 1 will return 13 cy concrete• Taxable checkbox – check if sales tax is to be calculated on the Purchase Order• Lump Sum checkbox – check if the Item will be used as a Model- or Option-specific cost

Item• Option Selection – check if the item will have a dropdown list of selection choices

available• If checked, enter the possible choices for the Item into the “Add Value” box

• Click Create to save the new item in the database

Add Master Items (cont’d.)


Add Master Item dialogue box




• Master Options grid• Click on a Master Option Name to access details for that Option.

• Option Items tab – to assign Items to Options• Click on + Add Items• Use this dialogue box to select or multi-select Item(s) to assign to this Master

Option• Once the Items are assigned to a Master Option, one can:

• Assign a Quantity to the Item• Over-ride the Default Purchasing Activity assignment to define which

Purchase Order this Item will appear on• A Master Item can be added to a Master Option more than one time

• This allows for the same Item to be used in an Option with more than one

Purchasing Activity attached to it

Adding Master Items to Master Options


Quantity Takeoff To create a Quantity Takeoff or Estimate, click on the Quantity Takeoff command• In the ensuing dialogue box you’ll see any existing Quantity Takeoffs• You can add a new Quantity Takeoff by clicking on + Add Takeoff

• Enter a Name, a Description and select the “Default Model” for the takeoff• Click on the Quantity Takeoff Items tab

• Select + Add Options• Select any Options that you want to add to the Takeoff• You can change any PurchasingActivity or Quantity

• Select + Add Items • Select any Items that you want to add to the Takeoff

• You can specify the Quantity for the Item(s)• You can change the Purchasing Activity for any of the Items • You should specify an Option Name and Option description for

the added Items.• Click on the Export tab to export your Quantity Takeoff to an Excel file

• This Excel file is suitable for import as a Job Estimate into WMS Purchasing

Database Menu• The Database menu will inherit the Name of the database that is open.

• One can switch the application to access other available Database(s).

• New Database – use to create a new database from scratch

• Name – enter a unique name for the database (Required)

• Alpha-numeric, no limit on number of characters

• Description – enter a description for the database

• Edit Database – click to change the Name or the Description for the current database

• Remove Database - click to delete the current Database from Account

• Export Database – click to export the current database to a file

• File type – choose from drop-down list

• Excel file format

• JSON file format

• Filename – enter a filename for the exported data

• Click Export to export the data


• Import Database• One can import a database from either a

• Excel file• JSON file

• Enter the name of the file to import• Enter a Name for the database• Hint: The easiest way to get an Excel file formatted correctly for importing is to:

• build a few records into each record type in a MoM database• Export the database to an Excel file• Open that Excel file• Append additional records to each of the appropriate record types in the spreadsheet• Import the file back into MoM with the same or a different Name.

Database Menu (cont’d.)


Info Menu• Info Menu

• About – shows info about the application, including the current version that is

running

• Contact the Developers – enables one to send an email directly to the development

team regarding the application


User Menu• User Menu – inherits the Name of the User who is currently logged into the app

• Account – allows the User to access and edit information in their Account

• Settings – allows the User to access and edit his/her User Name, email address and

the Default Database that will open when he/she logs in to the app

• Change Password – allows the User to change his/her password

• Logout – allows the User to logout of the app


Documents

By BuilderMT BMT Cloud Models and Options Manager by BuilderMT Using Cloud MoM to build and manage a Builder’s Model & Option database BuilderMT Cloud