Manage Materials on Work Task Plan

Explanation

Use this activity to manage materials on a work task plan. Material on a work task can be added in three different ways:

  1. Copied from a work list in a work task template.
  2. Copied from project deliverable item, when work task is created. This happens if the part defined on project deliverable item, also exist as an inventory part.
  3. Manually add materials.

Prerequisites

Gross requirement calculation should have been run as described in Generate Material Plan.

A work task plan should have been created as described in Create Work Task Plan.

The same material can be added on several work task plans and shipment plans as longs as the total required quantity isn't exceeded. The total required quantity is calculated when gross requirement calculation is run. The quantity for the same material can be balanced between shipment plans and work task plans, so that it doesn't exceed the total required quantity:

Information about how to manage material on shipment plans are described here: Create Shipment Plan.  

System Effects

Material is added on the work task plan.

Window

Project Deliverables Navigator

Related Window Descriptions

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

Procedure

Copy material from work list on a work task template:

  1. Make sure that a work task template has been created in Service and Maintenance and defined with a work list, and material. The work task template should also have been 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. Expand the tree.
  4. Click on an item in the tree and open 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.
  8. Open Materials tab and review information.

Review the material copied from deliverable item:

  1. Open the Project Deliverables Navigator window and populate it with values.
  2. Expand the tree.
  3. Click on a work task item in the tree.
  4. Open Materials tab and review materials.
  5. Delete materials if required and add new, as described below.

Manually add materials:

  1. Open the Project Deliverables Navigator window and populate it with values.
  2. Expand the tree.
  3. Click on a work task item in the tree.
  4. Open Materials tab and create a new record.
  5. Select one or many parts from the list of values. Notice how multi selections of records in the List of Values are enabled.
  6. Save the changes.

There could be situations where unplanned quantity in Work Task Plan/Materials tab will get a value. This happens when quantity per assembly has been modified on the item and a new gross requirement calculation has been run. Unplanned quantity can be managed as described in the above prerequisites section. Balance material quantity on work task plans, like this: