Creating work plans using job plans

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

  1. In the Activities and Tasks application, display the record for which you want to create a work plan from a job plan.
  2. 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.
  3. 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.
  4. Optional: Edit the fields to modify any of the information. Changes you make to the work plan do not affect the original job plan.
  5. Save the record.