Create a Work Plan

A work plan describes the labor, materials, tools, services, and tasks you need to complete an activity. You use the Plans tab to enter, modify, or view the work plan.

You can select a job plan, and modify it to your needs, or you can create a work plan manually. For more information about Job Plans, see Job Plans help.

To create a work plan using a job plan:

  1. Display the record for which you want to create a plan.

  2. In the Job Plan field, click Detail Menu and select an option to retrieve a value.

  3. When you associate a job plan with a work order, the system copies the labor, materials, services, and tools to the work order plan. If the job plan has a default safety plan for the selected work asset, the system also copies the safety plan to the work order.

  4. To modify any of the job plan information, click the Plans tab and edit the fields. Changes you make to the work plan do not affect the original job plan.

  5. Click Save Activity .

To create a work plan manually:

  1. Display the record for which you want to create a plan.

  1. Click the Plans tab.

  2. To enter plan data, see detailed information in the following topics:

  3. Insert and Edit Plan Tasks

  4. Select Labor for Work Plans

  5. Select Materials for Work Plans

  6. Select Tools for a Work Plan

  7. Select Services for Work Plans

  1. When finished entering plan information, click Save Activity .