Create a plan

Build a reusable pricing and cost template for one dwelling design, estimate it once, and reuse it across every lot built to that design.

When to use this

Create a plan for each design you build repeatedly — "4 bed double storey", "Townhouse type B", "Villa 14". The plan holds what that design costs and what it sells for, and carries the estimate that prices it.

The point of a plan is that the estimating work happens once. When you create lot projects from a development, each lot gets a copy of its plan's estimate rather than being estimated from scratch. Ten lots built to the same design means one plan, one estimate, ten priced projects.

A plan is a standalone record. It isn't owned by a development — you attach it to one (or several) once it exists, so the same design can be offered across more than one site.

Prerequisites

• Project Financials installed and configured — see Install & configure
• A cost centre for the plan to estimate against — see Manage cost centres
• On OneWorld accounts, the subsidiary (or subsidiaries) the plan applies to
• The design's cost and sale price
• Permission to create estimates

Walkthrough

1. Create the plan record

1. Go to FullClarity → Project Financials → Plans and click New.
2. Complete the header:
   • Description — what the design is. This is what you'll pick from when assigning plans to lots, so make it recognisable.
   • Cost Centre — the cost structure the plan's estimate is built against. Set this before you go any further; the estimate buttons depend on it.
   • Subsidiary — on OneWorld, which subsidiaries the plan is available to. This is mandatory.
   • Cost Amount and Sale Price — the standard cost and selling price for the design.
   • Price Range (low / high) — the range the design is expected to sell within, where the price varies by lot.
3. Save.

2. Add the estimate

This is the step that makes the plan able to price a lot. On the saved plan, use the Estimates sublist:

• Create Estimate — build the design's estimate from scratch against the plan's cost centre. See Create an estimate.
• Import Estimate — bring the estimate in from a spreadsheet instead. See Import from spreadsheet.

If the design needs to be priced across several estimates rather than one, use the Estimate Collections sublist instead — it has its own Create Estimate Collection and Import Estimate Collection buttons.

3. Optional extras

• Attach the drawings. Use the plan's Files to hold the design's drawings and documents. They carry through to every lot built to the plan, so the site team isn't hunting for them per lot.
• Update SOV. Opens the plan's Schedule of Values so you can review or adjust how the design's value is broken down.
• Assign Sale Item. Sets the sales item the plan's estimate lines bill against. This button only appears if your configuration has it enabled — if you don't see it, your account bills against the default item and there's nothing to set.
• Create Opportunity. Raises an opportunity straight from the plan, for pipeline work on a design before a lot is committed.

4. Attach the plan to a development

A plan does nothing on its own — a development has to offer it.

1. Open the development for the site.
2. In its Plans field, select this plan. It's a multi-select, so a development can offer several designs — and the same plan can be selected onto more than one development.
3. Save.

The plan is now available to assign to lots on that site. See Set up a development.

What success looks like

• The plan appears in FullClarity → Project Financials → Plans with its description, cost centre and pricing populated.
• Viewing the plan shows an estimate on its Estimates sublist (or a collection on Estimate Collections).
• The plan is selected in the Plans field of at least one development.
• Assigning the plan to a lot and creating that lot's project produces a project whose estimate carries the plan's figures.

Gotchas

• A plan without an estimate can't price a lot. The Cost Amount and Sale Price fields describe the design, but what's copied onto each lot project is the plan's estimate. A plan with pricing but no estimate produces unpriced lot projects, and the fix is estimating each lot individually — exactly what plans exist to avoid.
• Set the cost centre before creating the estimate. The estimate is built against it. Changing the cost centre after the estimate exists doesn't rebuild it.
• The action buttons are view-mode only. Save the plan first.
• Don't use the sublists' standard New button — it's hidden for a reason. Use Create Estimate / Import Estimate.
• Subsidiary is mandatory on OneWorld accounts, and it's a multi-select. A plan is only usable on the subsidiaries selected here.
• Editing a plan does not re-price lot projects already created from it. The estimate is copied at lot-project creation, not kept in sync. If a design's pricing changes, existing lot projects keep their original figures and need amending individually — so get the plan right before creating lot projects in bulk.
• Plans are attached from the development, not the other way round. There's no "development" field on the plan. If a plan isn't showing up when you assign designs to lots, check the development's Plans field.

Related

• Set up a development — developments, lots, and creating a project per lot
• Create an estimate — building the estimate a plan needs
• Import from spreadsheet
• Manage cost centres
• Multi-project billing — billing a development's lots as one community
• Customise terminology