Virtually all of the detail information included in each plan and option can be modified by clicking the item and inserting new data or selecting new data from the drop-down menu. Below is a list of each field of information and its description.
Description - The description is actually two fields of information combined to create the description. The beginning of the description is the phase code from the Sage Timberline® Office Estimating database, which is followed by the name of the model or option. This field is read-only and is only updated in the Sage Timberline® Office Estimating database.
Detail columns for plans and options can be modified in one of two ways:
Drop-down arrows allow you to select from a list, or open a calculator for numerical entries.
Manual keyboard entry is used in fields that do not display drop-down lists when selected.
Following is a brief description for commonly used column fields:
Send to Sales Center - This allows the user to turn on or off the sending of the model or option until the user is ready for that model/option within the community to be sent. If this field is turned off, no updates will be tracked or sent to the sales center for that model/option.
Plan/Option Type - This field displays either the plan type if the row is a model or the option type if the row is an option based on the type assigned to the model or option in the Master Models/Options screen. Please refer to Setting up Plan Types or Setting up Option Types for more information on these two types.
Option Category - This field can only be edited for options within the model. The option category designates the category the option falls into and is useful when sending the information to the sales center for filtering out options that fall into specific categories. The option category also determines the default markup type, and the initial default markup %. The option category is assigned to the model or option in the Master Models/Options screen.
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When the user selects an option category, the default markup type and default markup percent are automatically assigned based on the default for the option category. |
Default Markup Type - Three markup types are available for options. The default markup type is set up in the Option Category screen, and is determined for each option by assigning the option category in he Master Models/Options screen.
Markup Percent - This method calculates the selling price by calculating the markup as a percentage of the total cost to construct the base house or option.
Market Value - This method sets the selling price to the pre-determined market value and calculates the margin by subtracting the total cost from the assigned market value.
Margin Percent - This method calculates the selling price by calculating the markup as a percentage of the selling price.
Default Markup % - This field is used in conjunction with the markup type if the markup type is set to Markup Percent. This is the percentage of the total costs that will be marked up (added to the total costs) to calculate a sales price. The initial default markup % is determined by the option category that is assigned. To manually change the default markup %, click within the Markup % field, then use the keyboard to enter the appropriate percent.
If Margin Percent has been selected as the markup type, then Default Markup % will be reset to match the new margin percent.
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If the Default Markup % is changed in Master Models/Options, the Default Markup % will also be changed in Models/Options by Community (If the Protect from Master Updates field is not checked.) The Default Markup % is NOT changed in existing worksheets. To update existing worksheets, it will be necessary to drag the model/option into the worksheet again. |
Market Value $ - If the Default Selling Price is entered in Master Models/Options and the Protect from Master Update field is NOT checked, or if the Next Selling Price $ is entered in Models/Options by Community and the Protect from Master Update field IS checked, the Market Value $ field will be populated with the entered price.
Selling Price $ - This field is read only and represents the current selling price on the Sales Center. Each time the Send to Sales Center process is run, this field will be updated with the current selling price that is updated on the Sales Center.
To manually change the next selling price $ within Models/Options by Community, verify the Protect from Master Update field is checked to prevent changes in Master Models/Options from overwriting the next selling price $ that has been entered in Models/Options by Community.
If a next selling price $ is manually entered in this field within Models/Options by Community, the selling price will be updated on the sales center at the community level for this community the next time the Send to Sales Center process is run. During the send process, the next selling price $ will roll into the Selling Price $ field
If a next selling price $ is manually entered within Models/Options by Community, the Market Value $ field will be populated with the next selling price $ value, the default markup type will change to Market Value, and default margin % will change to Market Value.
To change the default selling price in Master Models/Options and allow the change to flow through to the community level, verify the Protect from Master Update field is NOT checked. This will allow the changes in Master Models/Options to overwrite the next selling price $ in Models/Options by Community.
If the default selling price is entered in Master Models/Options and the Protect from Master Update field is NOT checked, the next selling price $ in Models/Options by Community will be updated with the default selling price and the selling price will be updated on the sales center at the community level with the default selling price the next time the Send to Sales Center process is run. During the send process, the next selling price $ will roll into the Selling Price $ field in Models/Options by Community.
In addition, the Market Value $ field will be populated with the default selling price value, the default markup type will change to Market Value, and default margin % will change to Market Value.
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The Default Selling Price entered in the Master Models/Options screen and/or the Next Selling Price $ in the Models/Options by Community screen does not update the selling price and markup type in existing worksheets. In order to update the default selling price or next selling price $ and markup type into a worksheet, it will be necessary to drag the model/option into the worksheet again. Dragging the model/option into the worksheet again will refresh the sales price IF the default selling price or next selling price $ was entered after the worksheet was calculated and IF the default selling price or next selling price $ has already been sent to the sales center by running the Send to Sales Center process. The last selling price that was sent to the sales center will rule, regardless of whether it was entered into the Default Selling Price field in the Master Models/Options screen, it was entered into the Next Selling Price $ field in the Models/Options by Community screen, or if it was calculated within a worksheet and saved to the sales database. |
Cutoff Phase - This field can only be edited for options within the model. The cutoff phase designates which phase of construction is the last possible point within the construction process at which that option can no longer be added or changed. Click within the Cutoff Phase field, click on the drop-down arrow, and click on the appropriate phase in the drop-down list to assign the cutoff phase.
Source - This field indicates the source in which the details for the model or option can be found for calculating the cost of that model or option. Click within the source field, click on the drop-down arrow, and click on the source in the drop-down list to assign the source to the model/option.
Available sources include:
Sage Timberline® Office Database Assembly - The Assembly information is imported during the Replicate Estimating process from the Sage Timberline® Office Estimating database configured in WMS.
Sage Timberline® Office Estimate - In this case the information is imported from an estimate created in Sage Timberline Office Estimating specifically for this model or option. This estimate can contain intelligent models.
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If the source is changed to Sage Timberline® Office Estimate in the Master Models/Options screen, the source will also be changed in Models/Options by Community (if the Protect from Master Updates field is not checked). The source is NOT changed in existing worksheets. To update existing worksheets, it will be necessary to drag the model/option into the worksheet again. |
Associated Estimate - This is the Sage Timberline Office estimate file on disk that correlates with the model or option and contains all applicable details if the source is Sage Timberline Office Estimate. To attach an estimate, click within the Associated Estimate field, select the appropriate estimate file name in the Browse window, and click Open.
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If the Associated Estimate is changed in Master Models/Options, the estimate file will also be changed in Models/Options by Community (if the Protect from Master Updates field is not checked). The associated estimate is NOT changed in existing worksheets. To update existing worksheets, it will be necessary to drag the model/option into the worksheet again. |
Extended Description - This field can only be edited for options in the model. The extended description is a note that can be used to provide more details about options. It should not to be confused with the long description for the option at the model level. The extended description allows different entries to be made for each option by community.
Standard Option - This setting affects how the option is handled if the user is sending the information to the sales center. Any model option that is designated as a standard option within the model, and within the community, will automatically be selected on the sales center if the user selects the base house with which the model option is associated in that community. If a global option is designated as "standard" within a community, the global option will automatically be selected on the sales center if any base house is selected within that community. To designate an option as standard, click the checkbox in the Standard column. If the checkbox is left blank, the option will have to be selected manually on the sales center to be included.
Scope - The scope allows the user to identify which options are global or model specific. Options defined as global within a community are sent to the sales center for every model in the area/community. This field is read-only. The scope is assigned in the Master Models/Options screen.
Protect from Master Update - If this field is NOT checked, changes that are made within the Master Models/Options screen will overwrite the information within the Models/Options by Community screen, as well as update the sales center the next time the Send to Sales Center process is run. The default setting in this field is to be checked, and thereby protect the information from being overwritten by changes made in the Master Models/Options screen. This field may be set to protect or not protect an entire community, an entire model or specific random options. (does this also protect against deletions or edits to an option category, option type, or cutoff phase?)
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The default setting for "Protect from Master Updates" is determined in Setup > Divisions > Sales Pricing > Sales Pricing tab. By default, the Protect from Master Updates setting will be checked. |
Include in Base - The Include In Base option designates the option as part of the base house. Options designated as "Include In Base" are also sent to Job Cost with the base house. The "Include In Base" designation is also communicated to the sales center.
These checkboxes apply only to options, and cannot be set for the base house. If the user selects or de-selects this option in the Master Models/Options screen, this option in the Models/Options by Community screen changes as well, unless the Protect from Master Updates option is selected for that option.
Elevation - The Elevation option allows certain sales center users to differentiate an option as an elevation, which is used only during the criteria selection process. For users of sales centers that do not extract data from this option box, checking the Elevation option will not cause any problems during the Send to Sales Center function. In fact, using the Elevation option box can be useful for WMS reporting.
These checkboxes apply only to options, and cannot be set for the base house. If the user selects or de-selects this option in the Master Models/Options screen, this option in the Models/Options by Community screen changes as well, unless the Protect from Master Updates option is selected for that option.
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The elevation option is not intended to support multiple base houses, as Sales Pricing does not support multiple base houses. |
Setting up Master Models and Options
Setting up Community Models and Options