You are unable to delete a job in Buildlogic, the only option is to re-name and archive it. 

You can do this by selecting a job and navigating to "Edit Job", unticking the "Current" checkbox in the details tab and renaming the job (If you need to reuse the code on a new job)


If you need to archive a job you will need to take into account each module and how its contents are impacted. 


If you want to recreate the job with the same job number:

  1. If the job you're archiving is linked to the accounting system, you can remove this link in the "accounting system integration" tab while you are archiving by hitting the "X"
  2. Re-name the job you intend to archive, to a name you won’t use. (e.g. add "old" or "deleted" to the end of the job number)
  3. Uncheck the "current" check box in the details tab - to archive the old job
  4. Re-import the new job and assign the job number required
  5. If the previous job wasn't linked to the AS yet, you can hit "send to" as you would normally in the AS integration tab to link the job to the AS.
  6. If the previous job was already linked to AS: Open the accounting system integration tab on your new job, select the existing AS record for the job, from the drop down menu, and hit the "link to" button highlighted below. This will link the new job to the existing AS record for the job.
  7. Go to the AS Feed to bring back any subcontract claims & processed Invoices/purchases from your old job over to the new job (if nothing is appearing yet you may need to run a sync after the job is linked up correctly)
  8. Recreate and Link any Head Contract Progress Claims


Reasons for recreating a job:

Incorrect Contract Value 

1. Consider using a variation to correct the contract value.

2. If you have the Adjustments Module you can amend the contract value before you make your first Head Contract Progress Claim.

Incorrect Budget Layout

Consider setting up Claim Stages to show the client the required budget layout, this can be done easily by importing from the excel import template. The budget can then be changed through the Adjustment or Budget Transfers modules.

Incorrect Contract Type

There isn’t a work around for this you will need to recreate the job

Provisional Sums ticked or not ticked

There isn’t a work around for this you will need to recreate the job 



How each module is affected and how to proceed with existing transactions.

Purchases

Purchases will remain linked to the old job and they will need to be unlinked from the accounting system and re-coded to the new job and trades.

Contracts

The claims on the contracts, if linked to the accounting system, need to be unlinked and deleted from Buildlogic.   Once the new job is created and linked back to the accounting system the contract claims will come back into the AS Feed where you can code them back into the contracts.

The contract itself will need to be deleted and then re-created when the new job is created

 

*View all Po’s and Contracts on the job as per the sort fields shown above then export to excel so you can reference the output when re-creating your contracts and checking off the purchase orders.

HC Variations

Variations will stay with the archived job and are not moveable to the new job.   Run the ‘Variations for selected jobs’ report and save so you can reference it when re-creating the variations on the newly created job

Extensions

Extensions will stay with the archived job and are not moveable to the new job.  Run the ‘Extensions of time summary’ report and save so you can reference it when re-creating the extensions on the newly created job.

Provisional Sums

Provisional Sums will stay with the archived job and are not moveable to the new job.    Run the ‘Provisional sums with lettings’ report and save so you can reference it when re-creating the Provisional Sums on the newly created job.

Time Costing

Time costings will remain linked to the old job, they will need to be re-coded to the new job and trades.

Head Contract Progress Claims

Progress Claims will stay with the archived job and are not moveable to the new job.   Export the Progress Claim list to excel and save so you can reference it when re-creating the Progress Claims on the newly created job.  You will then need to link them to the accounting system through the Other Functions drop down menu once you have linked the job to the accounting system.

 

Forecasting- Cost to Complete

Cost to Complete adjustments will stay with the archived job and are not moveable to the new job.  Run the ‘Cost report by trade and reference code with cost to complete’ report and save so you can reference it when re-creating the cost to complete adjustments on the newly created job.

Cash Flow

The Cash Flow breakdown will stay with the archived job and are not moveable to the new job.   Export both the Income & Expenses grids to excel and save so you can copy and paste back into the newly created job.

Gant Chart

The Gant Chart can be copied from the old job to the new job when selected from the ‘Other Info’ menu on the Details tab of the new job.

RFI’s

RFI’s will remain linked to the old job, they will need to be re-coded to the new job.

Doc Register

Documents in the Document Register will remain linked to the old job.   They will need to be re-coded to the new job.

Notes & Attachments

All notes in all modules will stay with the archived job and are not moveable to the new job.

All attachments in modules will stay with the archived job and are not moveable to the new job. Attachments on transactions linked to the accounting system will remain attached.