About Tasks

Insert or edit work plan tasks on a release in the Tasks table window on the Plans tab of the Releases (SP) application. You also can use the Tasks table window to add inspection data for the work asset.

If a current work plan is based on a job plan, all task and plan data from the job plan are copied to the work plan. The following information also is copied from the release to work plan tasks:

• address information

• customer

• customer agreement and price schedule

• agreement revision number

• customer charge account and cost center

• customer PO number

You can add or edit plan tasks until the release is closed, but you cannot delete tasks from an approved release or from a release on which actuals were reported for the task.

After you close the release, add or modify tasks with the Edit History Work Order action.

See Also

Insert and Edit Plan Tasks

Insert and Edit Inspection Data

Plan Labor

Plan Materials

Plan Services

Plan Tools