Lot Vault BF Training Video & Transcript: Change Request (Builder Manager)
Date Change
To create a change request:
Head to the Projects tab.
Find the project you want to change the takedown date for.
Enter into View.
Click on the Takedown Schedule tab.
In the far left column, you'll see "Change Request."
Click "Create" on the takedown you would like to change.
Enter the new takedown date, as well as a note for your Capital Partner.
Click "Save & Close" for your request to be processed.
Keep in mind:
Takedown requests may still be started (created as draft, sent internally for review, or even sent to Brookfield as pending) with an outstanding change request that hasn’t been approved yet.
While both the Capital Partner and Builder are notified about change requests through email notifications, it’s a good idea for builders to add a note on a takedown request, alerting Brookfield that they’ve entered a change request for that takedown. This serves as a reminder for Brookfield to approve it before accepting.
Note:
If a builder, for any reason, needs to enter two takedown requests in the same month, they will need to reach out to Brookfield for the second takedown date to be created in Lot Vault.
Video:
