Create Work Task Plan

Explanation

Use this activity to create work task plans in order to complete installation, test and commissioning.

Prerequisites

For a work task to be created, the following should have been done:

• Project deliverable should have been defined with a project activity: Add Default Values.
• Gross requirements should have been calculated to get the correct quantities and dates: Generate Material Plan.

The following enables work tasks to be copied from a work task template:

• A work task template must have been created in Service and Maintenance: Create Work Task Template.
• A work task template connection must have been created in Project Deliverables: BDR for Create Work Task Plan.
• Object property COPY_TO_MAINTANANCE must be set to NO, as described here: Set Object Property for enabling the Copy to Equipment or Copy to Asset Design.
• A value for class must have been entered on project deliverable item, as described here: Enter Class on Project Deliverables.

System Effects

Part information on project deliverable item and where a corresponding inventory part exist, is automatically added as material on work task plan.

Window

Project Deliverables Navigator

Related Window Descriptions

Project Deliverables Definition/Planning Items
Project Deliverables Navigator/Work Task Plan/General

Procedure

Manually create work task plan:

1. Open the Project Deliverables Navigator window and populate it with values.
2. Open the Planning Items tab.
3. Create a new record and select execution type Work Task, from the list.
4. Enter a planning item name and optional, a description.
5. Save the record.
6. Notice how a new work task plan is created and added in the tree.
7. Click on the work task item in the tree and review information.
8. Enter Work Package Type and maintenance organization in Maint Org field, or select from List of Values.
9. Save the record.
    

Create work task plan items by copying the work list from a work task template:

1. Make sure that a work task template has been created in Service and Maintenance and that the template is added in a work task template connection, in Project Deliverables. Refer to Create Work Task Template and BDR for Create Work Task Plan. Also make sure that project deliverable item is defined with a class, as described here: BDR for Create Work Task Plan.
2. Open the Project Deliverables Navigator window and populate it with values.
3. Select and item and where it has been defined with the same class, as in the work task template connection.
4. Open the Planning Items tab.
5. Right-click and then click Copy Work List from Work Task Template.
6. Notice how work list items from the work task template is copied and added as work task plan items.
7. Click on the work task item in the tree and review general information, materials and resources.
8. Notice how materials and resources have been copied from work task template, if initially defined on the template.
9. Enter Work Package Type and maintenance organization in Maint Org field, or select from List of Values.
10. Save the record.