The Development Maintenance - Lot Groups tab allows you to maintain the lot groups on this development. Lot groups allow you to group lots together for reporting purposes, for example, to group all the lots in a block of flats together.
Set up lot groups for the development, then indicate which group a lot belongs to using the Lot Group field when updating a lot.
Not all lots need to belong to a group; for example, if you are building houses and blocks of flats on the same development, the house lots might not belong to a group.
Lot Groups are Development specific.
Creating Lot Groups
HB CRM > Administration > Plot Administration > Development Maintenance
Schedule of Values> Setup > Site Setup > Development Maintenance
Development Maintenance Browse
Creating Lot Groups
Click the link for the development.
Go to the Groups tab.
Development Details – Groups tab
Click Add (
) and enter the Lot Groups.Development Details – Groups tab
Field | Description |
Group: | The code for the construction stage. |
Description: | A description of the construction stage. |
4. Click Save (
). Continue to enter all Lot Groups.
The System will continue to open new lines for you to enter. Once you have finished adding Groups click Undo (
).
Development Details – Groups tab
If you set up a lot group with a blank code to represent generic lots, then groups for each Group of Apartments, Terraces etc; when you add a new lot, by default it will belong to the blank (generic) group, and you only need to change it if the lot is part of a block of apartments.
Assigning Lots to Lot Groups
Locations:
Customer Care > Development Maintenance
HB CRM > Administration > Plot Administration > Development Maintenance
VAP > Development Maintenance > Development Maintenance
Development Maintenance
Click the link for the required development.
Development Details
Go to the Lots tab.
Development Details – Lots tab
Click Open (
) against a lot.Lot details
If you have set up a lot group with a blank code to represent house lots, then groups for each set of flats; then when you add a new lot, by default it will belong to the blank (generic) group, and you only need to change it if the lot belongs to an actual Lot Group.
Field | Description |
Lot Group: | The lot group that this lot belongs to within the selected development. You can use lot groups, for example, to indicate which block a flat belongs to. |
4. Once the Plot Group is selected, click Save ().
5. Continue to update all lots.
Bulk Assigning Lots to a Group
Use the Multi Update function for two or more lots to save time.
Select the Lots tab.
Select Multiple Lots as below:
Development Details – Lots tab
Select Multi (
) .Lot Multi-Update
Enter the following information:
Field | Comments |
Lot Group: | The lot group that this lot belongs to within the selected development. You can use lot groups, for example, to indicate which block a flat belongs to. |
5. Once the lot group is selected, click Save ().
All selected lots will be assigned to the specified group.
You may be required to “uncheck” fields, the System will prompt you.