Plan Services

You use the Services subtab on the Plans tab of the Releases (SP) application to view services and add line types of Service or Standard Service (STD SERVICE) to the work plan. Standard services are services such as grounds maintenance, janitorial services, or freight, for which your company may maintain a vendor catalog.

If the release was created with a job plan, the services and all related information is copied from the job plan to the Services subtab.

If you apply a price schedule to the release, estimated service prices are calculated. View the price information in the Line Price field of each service that you add. View all costs and prices in the View Costs and Prices dialog box.

You can plan services in either of the following ways:

To select one or more services:

  1. Display the release for which you want to plan standard services.

  2. On the Plans tab, click the Services subtab.

  3. Click Select Standard Services to open the Select Standard Services dialog box.

To narrow your search, click Filter.

  1. To select a service, select the Select Row check box next to the services you want to add.

Note: To select all records displayed in the Services Items table window, select the Select All Records check box in the table header.

  1. To return with the selected values, click OK. Each service that you selected creates a new row in the Services table window.

To return to the record without selecting a service, click Cancel.

  1. If appropriate, you can edit the services details. To make changes, click View Details for the service and edit such fields as Task, Quantity, Line Cost, and Unit Cost as needed.

  2. Click Save .

To select individual services:

  1. Display the release for which you want to plan services.

  2. On the Services subtab, click New Row. The Row Details open.

  3. In the Line Type field, select either Service or Standard Service from the drop-down list.

  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 value is copied to the Hours field.

  5. Enter information into remaining fields as needed.

  6. Click Save .

See Also

View Actual Services

View Costs and Prices