Plans TabPlans TabYou use the Plans tab to view, enter, and modify several types of work plan data on a record. A work plan describes the tasks, labor, materials, services, and tools needed to complete the work.
Typically, you add a work plan to an activity to associate a job plan with the activity. When you insert an identifier in the Job Plan field or, from another application, generate a work order that already has a job plan, the job plan, called a work plan, is copied to the work order. A safety plan might also be added to the work order, if the job plan and its assets or locations have a safety plan. Changes you make to the work plan do not affect the original job plan.
On the Plans tab, you also can add child work orders and create tasks for the work order. You enter information about estimated labor, materials, services, and tools needed to carry out a work plan on the Plan subtabs: Labor, Material, Services, and Tools. You also add estimated fees and charges.
The Plans tab only appears if the record is an Activity. It does not appear if the record is a task.