Connect Work Order to Project Activity

Explanation

This activity is used to connect a project activity reference to work order. There will be three options to select when connecting a project activity reference.

• Connect all work tasks - All work tasks of the work order will be connected to the selected project activity. Any existing project activity connections to the same project will be disconnected.
• Connect Work Tasks without existing Project Activity connections – Connect work tasks that doesn’t have a project connection to the selected project activity.
• Do not connect any work task – None of the work tasks will be connected to the project activity. Only the work order will have project activity reference.

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 has the project activity reference successfully stored,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.
• The work tasks on the work order must not have any purchase requisitions connected.
• The work tasks connected on the work order must not have any material reservations made.
• 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 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(depending on the selection) within that structure..

Pages

Prepare Work Order

Activity Diagrams

Prepare General Information