Create Item Guidelines
Explanation
Use this activity to create guidelines on item operations.
Prerequisites
A project deliverable item must have been created and defined with item
operations.
System Effects
Guidelines defined on item operations will be automatically copied to shop
order, during the sourcing process of project deliverable items.
Window
Project
Deliverables Navigator
Related Window Descriptions
Project Deliverables
Navigator/General
Project Deliverables
Navigator/Components
Procedure
- Open the Project Deliverables Navigator window and populate it with
values.
- Open the General tab or Components tab.
- Select an item where operations are enabled. (Item operations are
enabled when the check-box Use Project Operations is ticked.)
- Right-click and then click Project Operations.
- Right-click on an operation and then click Work Guidelines
- Create a new record and enter mandatory values for Guideline
Description and Guideline Text.
- Save the changes.