Pre-Defined Packages in HomeBuilder –
An In-Depth Guide to Selection Packages –
Join Matthew Welford for an in-depth technical session on HomeBuilder’s predefined packages feature, also known as selection package systems or color chart selections. This comprehensive 17-minute tutorial walks you through the complete process of creating, configuring, and implementing predefined packages to streamline your selection management workflow within HomeBuilder.
What You’ll Learn
Package Creation & Data Management
- How to export existing color chart selection data to Excel for package setup
- Step-by-step configuration package import process using table IDs 7052, 6289, and 6292
- Best practices for organizing house areas, categories, and item selections
Advanced Package Configuration
- Creating specialized packages (flooring upgrades vs. default selections)
- Managing different upgrade levels and package variations
- Handling item numbers, variants, and default selections effectively
Practical Implementation
- Adding predefined packages to your home models
- Using packages on individual lots instead of manual population
- Managing reference numbering and package combinations
- Troubleshooting common configuration errors
Key Features Demonstrated
- Smart Population: Automatically populate lot selections based on predefined criteria
- Flexible Package Types: Create multiple package tiers (default, upgrade levels 1-4)
- Copy Functionality: Easily duplicate packages to create variations
- Reference Management: Built-in tools for renumbering and organizing selections
- Error Handling: How to resolve common setup issues and data maintenance
Technical Highlights
This session uses a practical example with the Daisy model (Phase 1) featuring 23 house areas, demonstrating real-world application of predefined packages. You’ll see how to handle flooring categories, countertops, and other common home builder selections while maintaining data integrity.
Perfect for: Home Builder administrators, selection coordinators, and technical users looking to optimize their selection management processes within Microsoft Dynamics 365 Business Central.
Ready to Streamline Your Selections?
Predefined packages can dramatically reduce setup time and ensure consistency across your home models. Whether you’re managing upgrade packages or standard selections, this tutorial provides the technical foundation you need to implement this powerful HomeBuilder feature effectively.
HomeBuilder by Suite Engine
HomeBuilder is a comprehensive software solution designed specifically for residential production builders. Developed by Suite Engine, it integrates seamlessly with Microsoft Dynamics 365 Business Central to provide modern and secure construction management capabilities.
Key Features of HomeBuilder:
- Phase, Model, and Lot Management:
- Efficiently manage construction phases, models, and lots.
- Track vendor contracts and control budgets directly from the system.
- Budget Control and Reporting:
- Monitor budget to actual reporting.
- Manage model and lot pricing, as well as installment payments.
- Purchaser and Contact Management:
- Handle lot closing dates and sales status.
- Automate closing adjustments.
- Décor Center:
- Pre-determined color chart selections with visual aids.
- Invoice purchasers or include selections in closing adjustments.
- Warranty and Inspections:
- Create service issues and work orders for trades.
- Track work order progress and generate reports.
- Integration and Automation:
- Fully integrated reporting and financials.
- Natively integrates with the Microsoft stack, such as Power Automate, Power BI, and more.
Benefits of Using HomeBuilder:
- Enhanced Financial Visibility: Provides detailed financial reporting and control over costs.
- Improved Efficiency: Streamlines processes and keeps operations organized.
- Mobile Accessibility: Accessible on PC, tablet, or phone, allowing for flexibility and remote management.
- Customer and Vendor Satisfaction: Offers portals for contractors and home buyers to access relevant data, improving communication and satisfaction.
HomeBuilder is designed for residential builders who construct 30-150 units per build cycle, making it suitable for townhouses and condominiums. By automating and streamlining day-to-day operations, HomeBuilder helps residential developers manage their businesses more effectively and professionally.
HomeBuilder is Modern and Secure Software for Production Builders | Built within Microsoft Dynamics 365 Business Central
- Learn more about HomeBuilder.
- Get the App on Microsoft AppSource today, or request a personalized demo!
- Get going in no time with our HomeBuilder ‘How-To’ videos
