Connect Work Order to Project Activity

Explanation

This activity is used to connect a work order to an existing project activity. Once connected, planned and reported cost, revenues, hours and progress will be reported to the activity through the cost elements.

To connect a work order to a project activity, in Prepare Work Order page or Active work Orders page search for the relevant work order and click Project Connection and then click Connect To Activity. Enter the program, project, sub project, and the relevant activity in the Connect to Activty dialog that will be opened. If the work order is successfully connected to a project activity, it will be indicated by the Project Connected field on the Prepare Work Order page.

 

Prerequisites

• IFS/Project must have been installed along with IFS/Work Order.
• Manual Connection for work order must be set to Allowed in Project basic > Default Manual Connections page.
• The project must be in status Approved or Started.
• The project activity must be in status Planned or Released.
• The work tasks on the work order must not have any cost lines or invoicable sales lines.
• All the necessary basic data required for a work order must be performed in order for the Project Connection > Connect To Activity command to be enabled.

System Effects

• The work order will be connected to the specified project activity as a manually connected object. Click Project Connection and then click Activity to view a summary of the project activity.
• The work order and existing work tasks will be updated with the project's pre-posting.
• The work order will appear as a connection on the Project Monitoring > Activity Monitoring - Project Connections page.
• Planned cost, revenue and hours from work orders will be reported to the activity, through the cost/revenue elements.
• Actual cost, revenue, time and progress will be updated on the activity when actions on the connected work orders are performed.
• If the work order belongs to a structure then the project connection will be performed for all work orders within that structure.