IMPORTANT NOTE BEFORE YOU BEGIN! 

When you are changing an Assigned Builder from one Group to another Group, please note that all previous submissions/comments/colours that have been submitted to the Lot Record will be DELETED. If you do not want the previous submission to be deleted, please submit a Ticket to the Solution Support Center for assistance.


To Update a Builder on a Lot Record:


  • From the Approvals Tab, use the filter and search functions to locate the lot you want to update. 
  • Once found, click the edit icon on the right-hand side of the lot information line.

  • Once you are in the Lot Record, select the LOT INFO tab in the black bookmark bar

  • Once you are in the LOT INFO tab, you will see the lot's Basic Info. Find the section for the Assigned Builder...
  • Use the dropdown menu ont he right-hand side to find and select the builder you want to assign to the lot. 
  • Once you have made your changes to the Basic Info section, select the green Save button at the bottom of the page to save your changes.