Plan Tools Plan Tools You can insert, view or edit planned tool requirements for a change on the Tools subtab of the Plans tab. The Select Tools dialog box allows you to apply multiple tools at once to a change. When the change 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 plan tools in either of the following ways:
Display the record for which you want to associate tools on the work plan.
On the Tools subtab of the Plans tab, click Select Tools to open the Select Tools dialog box.
To narrow your search, click Filter.
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.
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.
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.
Click Save 
.
Display the work order for which you want to plan tools.
On the Tool subtab, click New Row. The Row Details open.
In the Tool field enter a tool code or click
Detail Menu 
and select an option to
retrieve a value.
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.
Enter or modify data as required in the Quantity, Hours, and Rate fields. The system calculates the value in the Line Cost field.
Click Save
, or click New
Row to insert another tool.