Adding tools to job plans

To manage job plans, you can add tools that are necessary to complete the job plan.

About this task

If the job plan has an organization or site at the job plan level, the tools that you add inherit the organization or site information.

Procedure

  1. In the Job Plans application, select the job plan to which you want to add tools.
  2. On the Tools sub tab of the Job Plan tab, click New Row.
  3. Optional: Specify whether the tool is being used at the organization or site level.
    The associated values are provided.
  4. Specify a value for the tool.
  5. Optional: To use this tool on a task, specify a value for the task.
    If the task's value is in hours, that value is listed in the Tool Hours field.
  6. Specify values for tool quantity, tool hours, and rate.
    The value for line cost is calculated.
  7. Optional: To create a reservation for the tool, select the Reservation Required check box. You do not need to specify a storeroom for the reservation.
  8. Save your changes.