Skip to content

SMART 1.0 — Project management

Project Management covers how much a home costs to build and who gets paid: standard plans, cost books, vendor bids, purchase orders (POs), and variances / change orders.

  1. Standard plan & estimate — ensure the lot has the correct released plan and estimate version (see Estimates).
  2. Vendor bids & price books — maintain trade pricing used when generating POs (see Bids and Vendors).
  3. Create / release POs — from estimate lines to approved POs sent to trades (see Purchase orders).
  4. Variances & change orders — when field conditions differ from estimate, enter variances per policy (see Variances).
  5. Work approval — confirm work before payment and lien waiver rules (see Work approval).
TaskWhere to look
PO not generatingEstimate line status, vendor assignment, community cost book
Wrong cost on a lotStd plan version, option selections, estimate refresh date
Bid expiringVendor bid effective dates and division roll-forward process
Builder change orderVariance workflow — may need sales sign-off

Production drives when work happens; project management drives what is bought and for how much. Schedule slips often surface as unapproved POs or missing bids — check both modules.

Many divisions run PO management and vendor bids in SMART 2.0 project-management/ as well as SMART 1.0. Use SMART 2.0 — Project management when directed.