Plans TabPlans TabYou use the Plans tab to view, enter, and modify several types of work plan data on a work order. A work plan describes the tasks, labor, materials, services, and tools needed to complete the work.
An easy way to add a work plan to a work order is to associate a job plan with the work order. When you insert an identifier in the Job Plan field or, from another application, generate a work order that already has a job plan, the system copies the job plan, called a work plan, to the work order. The system may also add a safety plan to the work order, if the job plan and its asset(s) or location(s) have a safety plan. Changes you make to the work plan or work order's safety plan do not affect the original job plan or safety plan.
On the Plans tab, you also can add child work orders and create tasks for the work order. You enter information about estimated labor, materials, services, and tools needed to carry out a work plan on the Plan tab's Labor, Material, Services, and Tools subtabs.
For information about a field, place the cursor in the field and press Alt + F1.