Connect Work Task to Project Activity
Explanation
This activity is used to connect a work task 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 task to a project activity, go to the Work Task page, Work
Task tab on Prepare Work Order page or the Work
Tasks page. Search for the relevant work task, 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 task is
successfully connected to a project activity, it will be indicated by the Project Connected field
on the Work Task/Additional Information 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 task 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.