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
- Open the
Prepare Work Order
window, or the
Report In Work Order window.
- Query for the relevant work order (F3).
- Right-click anywhere on the window, point to Project Connections,
and click Connect to Activity. The
Connect to Activity
dialog box appears.
- Enter the program ID, project ID, sub project ID, and the
relevant activity sequence. Click List to select the appropriate
values.
- 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.