Builder CM: How to Manage Update Requests From the Trades?

When a Trade Partner needs to change an Expected Start Date or an Expected Finish Date for a task, they will send the Builder an Update Request to propose a new date.

There are two types of Updates Requests you will receive:

1. Expected Start Date Update Request: The Trade Partner wants to start a task earlier or finish later than the Expected Start Date.

2. Expected Finish Date Update Request:  The Trade Partner wants to finish a task earlier or finish later than the Expected Finish Date.

How to Manage an Update Request from a Trade- Laptop

1. The "Update Requests" are at the top of your dash when you log into TradeTrax.
   
2. On the Task Card you will find the (1) Task Name, (2) Lot #, (3) Trade Partner, (4) Task Status, (5) Expected Start and New Proposed Start or Expected Finish and Proposed Finish,
   
3.  Click View Update Request at the bottom left of the task card to view more details.
   
4. This is an example of a finish date Update Request. The detail page shows (1) Proposed Finish, (2) Expected Finish, (3) Tasks Affected by the proposed date change,                 (4) Increased Cycle Time caused by the Proposed Finish, (5) Who submitted the Update Request.
   
   

   Tasks Affected and the Hold Date Tool

5. Click the Proposed Finish Date (1) to access the calendar if you need to select a new proposed date. Click Tasks Affected (2) to access a list of the downstream tasks whose start dates will be affected by the proposed date change.
   
6. The Tasks Affected list shows (1) How many Tasks are Affected by the proposed date change, (2) The Increased Cycle Time caused by the proposed date change, (3) The Expected Start Date and Adjusted Start Date based on the proposed date change, (4) and the Hold Date Tool.
   
7. The Hold Date tool can help you manage cycle times by detaching a task from the cascade of automatic start date changes created by the Update Request. This will allow a task to “hold” it’s original start date when the Update Request is accepted, instead of having it's start date automatically changed. 

   Click Hold Date to the right of an Affected Task to keep it's original Expected Start Date. Click Hold All Start Dates to maintain the current schedule for all Affected Tasks.

   Click Next to proceed.

   
8. To accept the Update Request, Click Accept Date Change. To reject the Update Request, Click Decline.
   
   

How to Manage to an Update Request from a Trade- Mobile App:

1. The "Update Requests" are at the top of your dash when you log into TradeTrax. Tap the Update Request box to view all your Update Requests.
2. Tap an Update Request (1) to open the Task Detail view to see more information. If you agree with the date change, click Accept Date Change (2). You can also Decline the Date Change. If you decline the date change, reach out to the trade to discuss alternative solutions for completing the task.
   
            
   
   
3. On the Task Card you will find the (1) Task Name, (2) Lot #, (3) Trade Partner, (4) Task Status, (5) Expected Date and Proposed New Date, 

   (6) Tasks Affected by this proposed date change

   
4. When you tap the task card it opens the Detailed view of the Update Request. 

   The most important details are (1) Proposed New Finish and the Original Expected Finish, (2) Tasks Affected by the proposed date change, (3) Cycle Time Impact created by the date change.

   Tap Tasks Affected to access a list of the downstream tasks whose start dates will be affected by the proposed date change.

   
   
   
5. The Tasks Affected list shows which tasks are affected by the proposed date change and the Expected Start Date and Adjusted Start Date for each task based on the proposed date change

(1)  The Hold Date tool can help you manage cycle times by detaching a task from the start date changes created by the Update Request. This will allow a task to “hold” it’s original start date when the Update Request is accepted.
(2)  Tap Hold All Dates to maintain the current schedule or
(3)  Tap Hold Date to the right of a task to keep the Expected Start Date

 6.      Click Next to proceed.

           

7.  To accept the Update Request, Tap Accept Date Change. To reject the Update Request,           Tap Decline.

8.   Tap CONFIRM on the Confirm Request box to acknowledge any cycle time impact from the           update.