Select Tools for Work Plans

You can insert, view or edit planned tool requirements for an activity or task on the Tools tab of the Plans tab. The Select Tools window allows you to apply multiple tools at once to an activity. When the activity is approved, the system reserves the tools if they are in a storeroom. If the work plan is based on a job plan, the system copies all tasks and plan data from the job plan to the work plan.

You can select tools for a work plan in either of the following ways:

• Select multiple tools at once

• Select tools individually

To select multiple tools at once:

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

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

To narrow your search, click Filter.

3. To select a tool, select the Select Record check box. You can select more than one tool.

Note: To select all records displayed in the Tools table window, select the Select All Records check box in the table heading row.

4. To return the selected values to the record, click OK. Each selection creates a new row in the Tools table window.

To cancel tool selection and return to the record, click Cancel.

5. If appropriate, you can edit a tool's details. To make changes, click View Details for the tool and edit fields such as Quantity, Hours, Rate, Line Cost and others as needed.

6. Click Save Activity .

To select individual tools:

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

2. On the Tools tab, click New Row. The Row Details open.

3. In the Tool field enter a tool code or click Detail Menu and select an option to retrieve a value.

4. To plan a tool for a specific task, enter a value or click Select Value in the Task ID field to select a value. If there is an hours value for this operation, the system copies it to the Hours field.

5. Enter or modify data as required in the Quantity, Hours, and Rate fields. The system calculates the value in the Line Cost field.

6. Click Save Activity .