HB CRM > Administration > Plot Administration > Development Maintenance
Bill of Quantities> Setup > Site Setup > Development Maintenance
Development Maintenance Browse
Click Add.
Enter the Contract code.
Note: A development is linked to a contract. If the contract record does not exist, you cannot add a development. If you have permission to create contracts, an Add Contract button allows you to add the contract first.
Details Tab
The Development Maintenance - Details tab allows you to maintain key details relating to the development, such as the name, areas, number of plots and sales classification.
Development Maintenance – Add Development
Field | Description |
Contract | The contract (and phase, if appropriate). |
Development Name | The name of the development. Even though the contract has a contract name, the development name can be different if required. |
Land Name | The original name of the land before it was purchased by the house builder. |
Gross Area | The gross area of the development |
Net Area | The net area of the development. |
Area Unit of Measure | The unit of measure for the area of this development. |
Number of Plots | The number of plots in this development. This can be system generated or manually entered based on parameter settings |
Number of HA Plots | The number of Housing Association units on the development. This can be system generated or manually entered based on parameter settings |
Classification | The development classification code. Development classifications are set up using House Sales > Plot Sales > Setup > Development Classification. |
Sales Status | The sales status of the development (that is, whether the development is inactive, active or complete). |
Development Status | The development status code. |
Use Replan Workbench | Select this option so the adding of plots, deleting of plots and changes to a plot's house type must be done through the VAP > Development Maintenance > Replan Workbench |
Sales Tab
The Development Maintenance - Sales tab allows you to maintain the sales information for the site. Most of this information is for printing on the availability list.
Development Maintenance - Sales Tab
Field | Description |
Postcode | The postcode of the sales office. |
Address | The address of the sales office. |
Telephone | The sales office telephone number. |
OS Easting | Geographical Easting Number Maximum Length: 6 characters |
Latitude | The geographical latitude of the development. |
OS Northing | Geographical Northing Number Maximum Length: 6 characters |
Longitude | The geographical longitude of the development. |
Fax | The sales office fax number. |
Sales Manager | The sales manager for this site. |
Telephone | The sales manager telephone number. |
Sales Representative | The sales rep for this site. |
Telephone | The sales rep’s telephone number. |
Site Agent | The site agent for this site. |
Telephone | The site agent telephone number. |
Email Address | The email address of the sales office. |
Development URL | Development URL. |
Production Email Address | An additional contact email address for the development that can be used on workflows. |
Housing Association Contact Email | A contact email address for the housing association associated with the development. |
Sales Office Open | The sales office opening hours. |
Development Opens | The date development opens. |
First Price Release | The date of first price releases for this site. |
Price Range | Price Range |
Provisional Reservation | Are provisional reservations allowed (Y or N)? This setting is the default for new plots. |
Provisional Reservation Deposit | If provisional reservations are allowed, what is the reservation deposit? This setting is the default for new plots. |
Sales Schemes Not Allowed | Enter a can-do list of the sales schemes that cannot be used on this development. |
Conveyancer | The conveyancer's code. |
Availability Form | The availability list form to use on this development. |
Availability Document | Availability Document |
Default Solicitor | The default solicitor company name. |
Office | The default solicitor company office name. |
Contact | The name of the contact at the solicitor company. |
Management Company | The management company name. |
Office | The management company office name. |
Contact | The name of the contact at the management company. |
Year End | The year end for the management company on this development; this is used for pro-rating management charges. |
Information Tab
The Development Maintenance - Information tab lets you maintain information about the development. This is shown on the Sales Information screen for the development.
Development Maintenance - Information Tab
Field | Description |
Sales Summary | The sales summary for this development. |
Other Information | Any additional sales information for this development |
Directions | Instructions on how to get to this development. |