Define Template for Work Progress

Explanation

This activity is used to define a work progress template for work tasks and work assignments. Work task progress templates are used to calculate the progress on work orders, based on the status of work order work tasks. Each template will contain a list of the valid work task statuses for which you can define progress as a percentage. The following table shows a list of the valid work task statuses and default progress percentages:

The default percentage values for all work task statuses except Cancelled can be changed. When changing the progress values for work task statuses, the percentage values for the New, Released, Started, Work Done and Finished statuses must be in ascending order. For example, a progress template exists, with the following percentage values: 10% for Released, 20% for Started and 85% for Work Done. When changing the cumulative value for Started, you will not be allowed to enter a value below 10% or above 85%.

Work progress templates for work assignments are used to calculate the progress on work assignments, based on the status of work assignments. Each template will contain a list of the valid work assignment statuses for which you can define progress as a percentage. The following table shows a list of the valid work assignment statuses and default progress percentages:

The default percentage values for all work assignment statuses can be changed.

Prerequisites

N/A

System Effects

As a result of this activity, a work progress template is created and can be used to calculate progress on work orders.

Window

Work Task Basic Data

Related Window Descriptions

Work Task Basic Data
Work Task Basic Data/Work Progress Template 

Procedure

1. Open the Work Task Basic Data window.
2. Click the Work Progress Template tab and create a new record (F5).
3. In the Template ID field, enter an identity for your template.
4. In the Description field, enter a description of the template.
5. Save the record (F12).
6. Click the Work Task Progress tab.
7. In the table, all valid work task statuses appear automatically.
8. In the Cumulative Progress (%) field, enter or update progress per work task status.
9. Save the information (F12).
10. Click the Work Assignment Progress tab.
11. In the table, all valid work assignment statuses appear automatically.
12. In the Cumulative Progress (%) field, enter or update progress per work assignment status.
13. Save the information (F12).