Update Connected PM Actions
Explanation
This activity is used to update work task templates on PM actions when the
work task
template
is changed. To do so right-click on the relevant work task template in the
Work Task Templates,
Work Task Template
windows and click Update Connected PM Actions. The right-mouse-button options will
only be available for revision control disabled active work task template revisions.
It is possible to view a summary of the registered
PM actions that have connections to updated
work task templates from PM Actions for Work Task Templates window.
Prerequisites
- A connection between the work task template
revision and the PM action must exist.
- Revision control should be disabled on the updated work task template.
- An active revision must exist in the system.
- The connected PM action must be in the Preliminary
or Active status.
System Effects
- If the updated work task template revision is connected to a PM action which
is in Preliminary status, this PM action will be updated with the active
work task template
revision.
- If the updated work task template revision is connected to a PM action which
is in Active status (and revision control is ON), a new revision of the PM action will be created
with the active work task template revision. This is done automatically unless
there are exceptions, e.g., the revision number of the PM action is a
non-numeric value, revision control on the Active PM action is disabled, or preliminary PM actions exist. For such PM actions you
need to manually create a new revision of the PM action and make the
connection to the active work task template.
- Only the changes made to work lists, resources, materials, planning and
permits in work task template, will be updated in connected PM actions.
- If the updated work task template revision is connected to a PM action
generated through a PM program, this PM Action will not be updated.
Window
Work Task
Template
Related Window Descriptions
Work Task Template;
Procedure
- Open the Work Task Template window and query for an active revision
(F3).
- Right-click and then click Update Connected PM Actions (This option will be available only when Revision control is disabled on
work task template).