Connect Work Order to Project Activity

Explanation

This activity is used to connect a work order to an existing project activity. Once connected, planned and reported cost, revenues, hours and progress will be reported to the activity through the cost elements.

Prerequisites

• IFS/Project must have been installed along with IFS/Work Order.
• Manual Connection for work order must be set to Allowed in Project/Manual Connections tab in IFS/Project.
• The project must be in status Approved or Started.
• The project activity must be in status Planned or Released.
• The work tasks on the work order must not have any cost lines or invoicable sales lines.
• All the necessary basic data required for a work order must be performed in order for the Connect To Activity right mouse button option to be enabled (right-click and point to Project Connections).

System Effects

• The work order will be connected to the specified project activity as a manually connected object. Right-click and click Project Activity Info to view a summary of the project activity.
• The work order and existing work tasks will be updated with the project's pre-posting.
• The work order will appear as a connection on the Project Navigator/Activity/Connections tab in IFS/Project.
• Planned cost, revenue and hours from Work Orders will be reported to the activity, through the cost/revenue elements.
• Actual cost, revenue, time and progress will be updated on the activity when actions on the connected work orders are performed.
• If the work order belongs to a structure then the project connection will be performed for all work orders within that structure.

Window

Prepare Work Order 
Report In Work Order

Related Window Descriptions

Prepare Work Order
Prepare Work Order/General
Historical Work Orders
Historical Work Order
Historical Work Order/General
Project Navigator/Connections
Project Navigator/Work Orders/Active Work Orders

Procedure

1. Open the Prepare Work Order window, or the Report In Work Order window.
2. Query for the relevant work order (F3).
3. Right-click anywhere on the window, point to Project Connections, and click Connect to Activity. The Connect to Activity dialog box appears.
4. Enter the program ID, project ID, sub project ID, and the relevant activity sequence. Click List to select the appropriate values.
5. Click OK. If the work order is successfully connected to a project activity, the Project Connected check box on the General tab will be selected.