Understanding Lot Holds
Lot holds allow you to pause construction progress on a lot and record why work has been temporarily stopped. When a lot is on hold, those days are automatically excluded from build day calculations, ensuring your schedules and reports accurately reflect actual construction time.
What are Lot Holds?
Lot holds are date ranges that indicate when construction is paused on a specific lot. They're useful for tracking periods when work cannot proceed due to:
Key Features:- Hold periods are automatically subtracted from build day calculations
- Only one active hold can exist at a time per lot
- Holds can be open-ended (no end date) or have a specific date range
- All holds are permanently recorded for audit and reporting purposes
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Viewing Lot Holds
From the Lot Detail Page
When viewing a lot, you can see if there are any active holds and access all hold information.
Active Hold Alert
If a lot currently has an active hold, you'll see a warning banner at the top of the page:_Annotation: Yellow warning banner displays "Active hold since [date] - [reason]" when a lot has an active hold_This banner appears automatically when:
- The hold's start date has passed or is today
- The hold has no end date, or the end date is in the future
Opening the Holds Drawer
To view all holds for a lot (both active and past):1. Navigate to the lot detail page2. Click the
"View Holds" button in the page header (next to "Modify Lot" and "Timeline" buttons)_Annotation: "View Holds" button (with pause icon) located in the page header alongside other action buttons_This opens a drawer panel on the right side of the screen showing all holds for the lot.
Inside the Holds Drawer
The holds drawer displays:
- All holds for the lot, ordered by start date (oldest first)
- Start date and end date (or "Present" badge if no end date) - The reason for the hold_Annotation: Drawer title shows "[Lot Name] Schedule Holds", list of holds with date ranges and reasons, and "Add New Hold" button at the bottom_---
Creating a Lot Hold
Required Permission: You must have the "Manage Lot Holds" permission to create holds.
Step-by-Step Instructions
1.
Open the Holds Drawer - Click the
"View Holds" button on the lot detail page2.
Click "Add New Hold" - The button is located at the bottom of the holds list -
Note: This button will be disabled if there's already an active hold_Annotation: "Add New Hold" button at bottom of drawer, with tooltip showing when disabled: "Cannot create new hold while there is an active hold"_3.
Fill in the Form -
Start Date (required): Select when the hold begins -
End Date (optional): Select when the hold ends - Leave blank for an open-ended hold (no end date) -
Reason (required): Enter a clear explanation (max 255 characters) - Examples: "Waiting for permit approval", "Weather delay", "Material shortage"_Annotation: Form fields labeled "Start date" (with date picker), "End date" (clearable, optional), and "Reason" (textarea with 3 rows). Buttons at bottom: "Cancel" (red outline) and "Create" (green)_4.
Save the Hold - Click the
"Create" button - You'll see a success message confirming the hold was created - The drawer will refresh to show the new hold_Annotation: Green success toast notification: "Lot hold created successfully"_
Important Restrictions
- Only one active hold can exist at a time per lot
- If you try to create a new hold while one is active, you'll see this message: _"Cannot create new hold while there is an active hold"_
- To create a new hold, you must first end the active hold (by setting an end date)
_Annotation: "Add New Hold" button is disabled (grayed out) with tooltip explaining why: "Cannot create new hold while there is an active hold"_---
Editing a Lot Hold
Required Permission: You must have the "Manage Lot Holds" permission to edit holds.
How to Edit
1.
Open the Holds Drawer - Click
"View Holds" on the lot detail page2.
Access the Hold Menu - Find the hold you want to edit - Click the
"⋯" (three dots) menu icon on the right side of the hold entry_Annotation: Three-dot menu icon (⋯) visible on the right side of each hold entry_3.
Select "Edit" - Click
"Edit" from the dropdown menu_Annotation: Dropdown menu showing "Edit" (with pencil icon) and "Delete" (with trash icon) options_4.
Modify the Hold - The hold will expand to show editable form fields - Update the start date, end date, or reason as needed - Same validation rules apply (end date must be after start date)_Annotation: Hold entry expanded to show editable form with "Edit lot hold" heading, form fields filled with current values, and "Cancel" (red) and "Save" (green) buttons at bottom_5.
Save Changes - Click
"Save" to update the hold - You'll see a success message: "Lot hold updated successfully"---
Ending an Active Hold
To end an active hold (one without an end date), you need to edit it and add an end date.
Steps to End a Hold
1. Open the Holds Drawer and find the active hold (it will show "Present" as the end date)2. Click the
"⋯" menu and select
"Edit"3. In the end date field, select today's date or the date the hold actually ended4. Click
"Save"Once saved, the hold will show both start and end dates, and it will no longer be considered "active."_Annotation: Active hold showing "Present" badge, edit form with end date picker set to today's date to end the hold_---
Deleting a Lot Hold
Required Permission: You must have the "Manage Lot Holds" permission to delete holds.
⚠️ Warning: Deleting a hold permanently removes it from the system and cannot be undone. This will also affect build day calculations.
How to Delete
1.
Open the Holds Drawer - Click
"View Holds" on the lot detail page2.
Access the Hold Menu - Find the hold you want to delete - Click the
"⋯" (three dots) menu icon3.
Select "Delete" - Click
"Delete" from the dropdown menu (it's red to indicate a destructive action)_Annotation: Dropdown menu highlighting the red "Delete" option with trash icon_4.
Confirm Deletion - A confirmation modal will appear - Review the hold details shown in the modal - Click
"Delete" to confirm or
"Cancel" to abort_Annotation: Modal dialog titled "Delete Lot Hold" with warning text, showing the hold period (date range), and red "Delete" and "Cancel" buttons_5.
Deletion Complete - The hold will be removed immediately - You'll see a success message: "Lot hold deleted successfully" - The drawer will refresh to show the updated list---
Understanding Hold Status
Active vs. Past Holds
Active Hold:- Start date has passed or is today
- No end date, or end date is in the future
- Shows warning banner on lot detail page
- Blocks creation of new holds
Past Hold:- Has both start and end dates
- Does not affect current scheduling
Visual Indicators
- "Present" Badge: Blue badge next to end date indicates an open-ended active hold
- Date Range: Regular date format indicates a closed hold with specific dates
- Warning Banner: Yellow alert at top of lot page indicates an active hold
_Annotation: Two holds shown - one with "Present" badge (active), one with date range (past). Active hold has highlighted warning banner_---
How Lot Holds Affect Build Days
When you create a hold, it automatically affects build day calculations for the lot.
Key Points:
- Calendar Days: Hold days count as calendar days (including weekends and holidays)
- Automatic Calculation: Hold days are subtracted from total calendar days to calculate build days
- Open-Ended Holds: If a hold has no end date, build days will show as "N/A" (indeterminate) until the hold is ended
- Overlapping Holds: If multiple holds overlap, the system counts each day only once (no double-counting)
Example:
If a build takes 30 calendar days but has a 7-day hold period, the build days calculation would be:
This ensures your schedules and reports accurately reflect actual construction time, excluding periods when work cannot proceed.---
Permissions
View Only (Read Permission)
- Can see hold banners and open the holds drawer
- Can view all hold information (dates and reasons)
- Cannot create, edit, or delete holds
Full Access (Manage Permission)
- All view-only capabilities, plus:
If you don't have the required permissions, the "Add New Hold" button and hold menu options will not be visible to you.---
Common Questions
Can I have multiple holds at once?
No, only one active hold can exist per lot at a time. You must end the current active hold before creating a new one.
What happens if I don't set an end date?
The hold becomes "open-ended" and will remain active until you edit it to add an end date. Build days will show as "N/A" during this time.
Can I edit a past hold?
Yes, you can edit any hold (active or past) as long as you have the manage permission. This is useful for correcting dates or adding more details to the reason.
Are hold days counted in weekends?
Yes, hold days count as calendar days, which includes weekends and holidays. This ensures consistency with payroll and scheduling.
Can I see hold history?
Yes, all holds (both active and past) are displayed in the holds drawer, ordered by start date from oldest to newest.---
Getting Help
If you need assistance with lot holds or don't have the required permissions, contact your system administrator or project manager.For more information about other features, visit the
Help Center or click the help icon (?) throughout the application.