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 costs, revenues, hours, and progress will
be reported to the activity through the cost elements.
To connect a work order to a project activity, go to the Prepare
Work Order page or the Active Work Orders
page. Search for the relevant work order, click on the Project Connection
command, and then select Connect to Activity. Enter the program,
project, sub-project, and the relevant activity in the Connect to
Activity dialog that opens. 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 task 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 invoiceable
sales lines.
- All the necessary basic data required for a work task must be performed
in order for the Project Connection > Connect to Activity command
to be enabled.
System Effects
- The work task 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 task will appear as a connection on the Project Monitoring >
Activity Monitoring - Project Connections page.
- Planned cost, revenue and hours from work tasks 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 tasks are performed.
- If the work order belongs to a structure, then the project connection
will be performed for all work orders and work tasks within that structure.