Plans & Standard Plans

Smith Douglas separates what we sell (a Plan) from what we build (a Standard Plan / StdPlan). They look the same to a buyer but carry very different data.

At a glance

• A Plan is the sellable product — name, beds, baths, sq ft, price (in Plans / PlansBath / PlansBed / PlansCADVersion).
• A Standard Plan / StdPlan is the build template — schedule + resources + costs (in StdPlanActivity / StdBookActivity / StdBookResource).
• When a Lot ratifies, SMART copies the StdPlan into the Lot’s LotSelectionActivity and Estimate* tables. The StdPlan is a template, not a live record.
• Same Plan, priced differently per Project — driven by vwLoadPriceBookSellablePlan.

Plan (sellable)

A Plan is what marketing publishes — name, square footage, beds, baths, price. A Plan is offered inside a Project through the Sellable Plan tables (vwLoadPriceBookSellablePlan) — the same Plan can be priced differently in different projects.

Full sellable Plan table reference

Table	What
Plans	The sellable plans.
PlansBath, PlansBed, PlansMasonryData	Counts and exterior details by plan.
PlanStyle, PlanType, PlanCategory	Marketing groupings.
PlansCADVersion	The CAD drawing version used for this plan revision.

Standard Plan (the build template)

A Standard Plan is the engineering “build of materials.” It’s the master schedule template plus every Resource the Plan consumes.

When a Lot is ratified, SMART copies the StdPlan into the Lot via LotSelectionActivity (the lot’s own schedule) and the Estimate* tables (the lot’s own cost estimate). So the StdPlan is a template, not a live record.

Full StdPlan / StdBook table reference

Table	What
StdPlanActivity	Activities that make up the schedule template.
StdPlanCriticalActivity	Which activities are milestones.
StdBookActivity, StdBookCriticalActivity	The same data at the book (cost-book) level.
StdBookOptions, StdBookPlanOption	Options associated with the StdPlan.
StdBookResource	Materials / labor consumed.

See Estimates for the full algorithm that copies StdPlan/StdBook data onto a lot.

Plan release management

Plan changes are non-trivial (they touch every lot built with that plan). The release pipeline lives in views like vwLoadStdBookMgmtReleaseStandards, vwLoadStdBookMgmtReleaseHistory, and vwLoadStdBookErrorLog. Customer support has scripts for hotfixes: Adding New Plans - Plans, StdPlans, ProductCatalogPlans.sql, StdPlansDeleteUpdateAdds.sql.

In the apps

• SMART → Product Development — defines and releases StdPlans.
• SMART → Sales — picks a Plan when quoting.
• SMART 2.0 → product-development — release notes and status.
• Trade Portal → quick-view.aspx — vendors see what plans they bid on.