A work plan describes the labor, materials, tools, services,
and tasks you need to complete an activity. You can select a job plan,
and modify it to your needs.
Procedure
- In the Activities and Tasks application, display the record
for which you want to create a work plan from a job plan.
- Make one of the following selections:
Option |
Description |
If the record is an activity |
Click the Plans tab. |
If the record is a task |
Click the Resources tab, then click
the Plans sub tab. |
- In the Job Plan field, click Detail
Menu and select an option to retrieve a value. When you
associate a job plan with a work order, the product copies the labor,
the materials, the services, and the tools to the work order plan.
If the job plan has a default safety plan for the selected work asset,
the product also copies the safety plan to the work order.
- Optional: Edit the fields to modify any of
the information. Changes you make to the work plan do not affect the
original job plan.
- Save the record.