Plan Tools Plan Tools You can insert, view or edit planned tool requirements for a work plan on the Tools subtab of the Plans tab of the Releases (SP) application. The Select Tools dialog box allows you to apply multiple tools at once to the release. When the release is approved, the tools are reserved if they are in a storeroom. If the work plan is based on a job plan, all tasks and plan data are copied from the job plan to the work plan.
If you apply a price schedule to the release, estimated tool prices are calculated. View the price information in the Line Price field of each tool that you add. View all costs and prices in the View Costs and Prices dialog box.
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 select a tool, select the Select Record check box. You can select more than one tool.
To return the selected values to the record, click OK. Each selection creates a new row in the Tools table window.
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
Release 
.
Display the record 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
value is copied to the Hours field.
Enter or modify data as required in the Quantity, Hours, and Rate fields. The value in the Line Cost field is calculated.
Click Save
Record , or click New
Row to insert another tool.