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

1. Select the required activity.
2. Select the menu option Connect/Disconnect Object.
3. In the Connect/Disconnect Object dialog box select the Work Order tab.
4. Select the work orders to be connected to the activity.
5. Click OK to save the changes then close the dialog box.

Project Navigator/Work Orders/Active Work Order

Activity/Work Orders/Active Work Order

1. Select the required activity.
2. Create a new record in the Active Work Order tab.
3. Enter or select from the List of Values a WO Site and a Maintenance Organization.
4. Enter a suitable Directive.
5. 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

1. Open the Prepare Work Order or the Prepare Work Order.
2. Create a new work order (F5) and save, or query an existing work order.
3. Right-click on the work order and point to Project Connection and select the Connect to Activity menu option.
4. Select the appropriate activity.
5. Click OK to save your changes.