Select Materials for Work Plans

You insert, view, or edit materials or items for an activity or task on the Materials tab of the Plans tab. If the work plan is based on a job plan, all tasks and plan data are copied from the job plan to the work plan. When you type an item number in the Materials tab, the item's description, location, category, and unit cost are copied from the inventory storeroom record.

If you enter any item that is identified as a hazardous material, information for the hazard is displayed on the Safety Plan tab. If you later want to remove that hazard from the Safety Plan tab, delete the item from the Materials tab first.

If you apply a price schedule to the activity, material prices are estimated. The price information is in the Line Price field of each item that you add. You can view all costs and prices in the View Costs and Prices window.

You can select materials for work plan in any of the following ways:

• Select multiple items

• Select materials from vendor catalogs

• Select spare parts that are associated with the activity's asset

• Select materials individually

To select multiple items:

1. Display the record for which you want to select materials.

2. On the Materials tab of the Plans tab, click Select Materials to open the Select Materials window.

3. In the Select Materials window, select an item.

4. Click OK. The selection creates a row on the Materials tab.

5. Optional: Click View Details for the item and edit the fields you want to change.

6. Click Save Activity .

To select materials from vendor catalogs:

This option is available only if your implementation has this feature enabled.

1. Display the activity for which you want to select materials from vendor catalogs.

2. On the Materials tab, click Search Catalogs.

3. In the Select Catalog window, select the vendor catalog that you want to view.

4. Click Search to go to the online vendor catalog.

5. On the Search Catalogs page, select the items that you want to add to the record.

6. Follow the instructions in the application to return the vendor catalog items to your record.

To select spare parts that are associated with the asset:

1. Display the activity for which you want to select spare parts.

2. On the Materials tab, click Select Asset Spare Parts.

3. In the Enter asset to search for spare parts field of the Select Asset Spare Parts window, specify a value. If you do not select a value for this field, all items in the database are listed in the Items table.

4. Click Refine. The spare parts for the selected asset are displayed in the Items table window.

5. Select the Select Row check box  for each spare part you want to add to the record.

6. Click OK. Each selection creates a new row on the Materials tab.

7. Click Save Activity .

To select materials individually:

1. Display the activity for which you want to select materials.

2. On the Materials tab, click New Row.

3. In the Item field, specify a value.

4. To plan an item for a task, specify a value in the Task ID field.

5. Optional: Edit the fields you want to change.

6. Click Save Activity .

See Also

Create a Work Plan

View Entire Plan