Connect or Register Work Order
Explanation
This activity is used to connect an exiting work order to a project activity,
or to create and connect a work order to a project activity. Once connected,
planned and reported cost, revenues, hours and progress will be reported to the
activity through the cost elements.
Prerequisites
- The project must be in status Approved or Started.
- The project activity must be in status Planned or
Released.
- If connecting to an exiting work order, the work tasks on the work order
must not have any cost or invoicable sales lines.
- Manual Connection for work order must be set to Allowed in
Project/Manual Connections tab in IFS/Project.
System Effects
- A Work Order is created.
- Work Orders are connected to the project activity, and vice
versa.
- 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.
- The work order will appear as a connection on the
Project Navigator/Activity/Connections tab in
IFS/Project.
- Connected work orders can be accessed from the activity.
Window
Project
Navigator/Connections
Activity/Connections
Project
Navigator/Work Orders/Active Work Orders
Activity/Work Orders/Active Work Orders
Active Work Orders
Prepare
Work Order
Report
In Work Order
Related Window Descriptions
Project
Navigator/Connections
Project
Navigator/Work Orders/Active Work Orders
Procedure
Project
Navigator/Connections
Activity/Connections
- Select the required activity.
- Select the menu option Connect/Disconnect Object.
- In the Connect/Disconnect Object dialog box select the Work
Order tab.
- Select the work orders to be connected to the activity.
- Click OK to save the changes then close the dialog box.
Project
Navigator/Work Orders/Active Work Order
Activity/Work Orders/Active Work Order
- Select the required activity.
- Create a new record in the Active Work Order tab.
- Enter or select from the List of Values a WO Site and a Maintenance
Organization.
- Enter a suitable Directive.
- Save the changes.
It is also possible to connect the object to the activity from the work order
window.
Prepare Work Order or Report In Work Order
- Open the
Prepare Work Order or the Prepare Work Order.
- Create a new work order (F5) and save, or query an existing work order.
- Right-click on the work order and point to Project Connection and select the
Connect to Activity menu option.
- Select the appropriate activity.
- Click OK to save your changes.