Define Subtasks for Task Card

Explanation

This activity is used to connect a subtask to a task card revision. It is possible to connect several subtasks to a task card. If the selected task card is in the Preliminary status you can choose to create and connect a subtask or to connect an existing subtask. If the selected task card is in the Active status you can connect an existing subtask, provided that at least one resource with the Person demand type is specified on the subtask.

When a subtask is connected to a task card, the following rules apply:

Prerequisites

System Effects

As a result of this activity, subtasks will be connected to a task card. If the subtask being connected does not already exist, the subtask will be created. The subtask will be transferred to the work order together with task cards.

Window

Task Card 

Related Window Descriptions

Task Card
Task Card/Subtasks/Subtasks

Procedure

  1. Open the Task Card window.
  2. Populate (F2) or query (F3) for the desired task card.
  3. Click the Subtasks tab and then click the Subtasks sub tab.
  4. Create a new record (F5).
  5. In the Subtask ID field, enter the ID of the subtask. If you are connecting an existing subtask, use the List of Values to select a valid value.
  6. If you are connecting an existing subtask, you can directly save the record.
  7. For new subtasks, enter a description of the subtask in the Subtask Description field.
  8. In the Duration field, enter the planned duration of the subtask, in hours.
  9. In the Work Description field, enter a description of the work to be done.
  10. Optionally, enter information in the Subtask and/or Function Breakdown areas. The function breakdown may be optional or mandatory to enter based on the settings for the FUNCTION_LEVEL_INSTR and FUNC_LEVEL_INSTR_VEH object properties.
  11. Save the record (F12).