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.