Report Actual Tool Use

You use the Tools subtab of the Actuals tab to enter and modify actual quantities, hours, and rates for tools used on an approved activity. You can copy data from an existing plan, and delete from, add to, or change this data to reflect actual events. If you apply a price schedule to the activity, actual tool prices are calculated. You can view the price information in the Line Price field of each tool that you add. You can view all costs and prices in the View Costs and Prices window.

The activity must be approved before you can report actuals. You can insert new rows until you close the record, but can edit information only until you save the record.

You can report tool use in the following ways:

• Select one or more tools

• Copy tool data from the work plan

• Select tools that were issued to the work order

• Report individual tool use

To select one or more tools:

1. Display the activity for which you want to report actual tool use.

2. On the Tools subtab of the Actuals tab, click Select Tools.

3. In the Select Tools window, select one or more tools.

4. Click OK. Each selection creates a new row on the Tools subtab.

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

6. Click Save Record .

To copy data from the work plan:

You use the Select Planned Tools window to select tools from a list of tools planned on the activity to report actuals. The Select Planned Tools window allows you to select multiple tools for the record. You can select planned tools when the activity has tools on its work plan, and the activity has been approved.

To select planned tools:

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

2. On the Tools subtab of the Actuals tab, click Select Planned Tools.

3. In the Select Planned Tools window, select one or more tools.

4. Click OK. Each selection creates a new row on the Tools subtab.

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

6. Click Save Record .

To select issued tools:

1. Display the activity for which you want to report actual tool use.

2. On the Tools subtab of the Actuals tab, click Select Issued Tools.

3. In the Select Issued Tools window, select one or more tools.

4. Click OK. Each selection creates a new row on the Tools subtab.

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

6. Click Save Record .

To report individual tool use:

1. Display the activity for which you want to report tool use.

2. On the Tool subtab, click New Row.

3. In the Tool field, specify a value.

4. In the Task ID field, specify a value. If there is an hours value for this operation, the value is copied it to the Hours field.

5. Optional: Click View Details for the tool and edit the fields you want to change. The value in the Line Cost field is calculated.

6. Click Save Record .

See Also

Plan Tools

View Costs and Prices