Connecting and Registering Work Orders—Exercises 

Basic Data Setup

Project Cost Element

Purpose: The purpose of this exercise is to show you how to create project cost elements and connect them to accounts.

Windows:
Project Cost/Revenue Elements
Project Cost/Revenue Element per Code Part Value

  1. Create project cost elements which can be connected to the accounts as derived by posting control rules. The posting control rules relevant to working with work orders are shown in the following table.
  2. Connect the relevant cost elements to the relevant accounts. If your company has been created based on the STD company template and no changes have been done to the default posting control rules or mappings of cost elements to accounts, you will see the following mapping:
Posting Control Rule Scenario when Posting Control Rule applies Expected Account Project Cost Element
T1 Time Reporting 5500 PLANT
TF1 Tools and Facilities 5500 PLANT
M50 Material requisition on work order 5500 PLANT
M1 Purchase of inventory part 1400 MATERIALS
M93 Purchase of non-inventory purchase part/no part 5490 EXPENSES

General exercise for Setting Up Project Cost/Revenue Elements

Required Data

Registering Manual Activity Connected Objects per Project

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

  1. Verify that the work order object type is allowed to be manually connected to an activity for your project.

General exercise for Registering Manual Activity Connected Objects per Project

Creating Activities

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

  1. Create activities in your subproject structure.

General exercise for Building Project Plan

Create Work Order

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can perform the exercises below.

  1. Create a work order. Prepare and plan the work order by specifying material, tools and facilities, and operations requirements.

General exercise for Create Work Order

Main Exercise

Purpose: The purpose of this exercise is to connect and register work orders to an activity.

Windows:
Project Navigator/Activity
Project Navigator/Connections
Project Navigator/Work Orders
Activity/General
Activity/Connections
Activity/Work Orders
Prepare Work Order

Connecting and Registering Work Orders

Note: Perform the following steps to manually connect an existing work order to an activity from the Prepare Work Order window.

  1. Open the Prepare Work Order window.
  2. Query for your work order which you created in the Required Data section above. 
  3. Right-click, point to Project Connection and then click Connect to Activity.
  4. In the window that opens, select the activity to which your work order should be connected by using the List of Values in the different fields (The Program ID, Project ID, Subproject ID, Activity ID, or Activity Sequence fields.)
  5. Click OK to save your changes.
  6. On the Prepare Work Order/General tab, note that Project Connected check box has been selected.
  7. To quickly access the activity information for the work order's connected activity, right-click, point to Project Connection and click Activity Info to open the Activity window. Alternatively click Project Connection Details to view a dialog showing the most important information about the connected activity.
  8. Open the Project Navigator window. (Alternatively, open the Activitywindow.)
  9. Query for your project.
  10. In the Navigator, select the activity to which you have connected the work order. (Alternatively, in the Activity window, select the desired activity in the Project list.)
  11. Click the Connections tab.
  12. Note that your work order is shown in the upper table on the Connections tab. Select this row in the upper table to view its planned values in the lower table.
  13. Note that the System Connection check box is not selected as the work order was manually connected.
  14. In the Project Navigator window, click the Work Orders/Active Work Orders tab.
  15. Note that your work order is listed in this table.

Note: A work order can also be connected to an activity by performing the following steps on the Project Navigator/Connections or Activity/Connections tab.

  1. Open the Project Navigator window. (Alternatively, open the Activitywindow.)
  2. Query for your project.
  3. In the Navigator, select the activity to which you want to connect your work order. (Alternatively, in the Activity window, select the desired activity in the Project list.)
  4. Click the Connections tab.
  5. Right-click and then click Connect/Disconnect Object.
  6. In the window that appears, click the Active Separate Work Order tab.
  7. Click Populate. All the work orders that are not currently connected to any activity and also those which are manually connected to this activity are listed.
  8. Connect your work order by selecting the Connection check box. Click OK to save your changes.
  9. Note that your work order is shown in the upper table on the Connections tab. Select this row in the upper table to view its planned values in the lower table.
  10. Note that the System Connection check box is not selected as the work order was manually connected.

Note: A work order can also be registered and connected directly to an activity from the Project Navigator window.

  1. Open the Project Navigator window. (Alternatively, open the Activitywindow.)
  2. Query for your project.
  3. In the Navigator, select the activity to which you want to register and connect your work order. (Alternatively, in the Activity window, select the desired activity in the Project list.)
  4. Click the Work Orders tab, and then the Active Work Orders tab.
  5. Create a new record.
  6. Enter the necessary data to create a work order, such as the maintenance organization and a directive.
  7. Save your changes.
  8. Repeat steps 11-13 above, and observe that this work order is also considered to be manually connected to the activity.

Note: Perform the following steps to view the effect on the activity to which you have connected the work orders.

  1. For your work order, note the values in the Planned Cost column of the Prepare Work Order/Budget tab. Note the number of planned operation hours.
  2. In the Project Navigator window, click the Activity tab. (Alternatively in the Activity window, click the General tab.)
  3. Verify that Connected Objects is selected in the Planned Cost Driver list.
  4. On the Cost and Hours tabs, note that the activity planned values are updated with the planned values from your work order. (Alternatively, this information is shown in the Activity window as well.)
  5. Verify that the planned costs and hours update the correct cost elements, based on how the relevant Posting Control rules and the mapping of cost elements to accounts are set up in the Basic Data section of this exercise.
  6. To disconnect a work order, carry out steps 19-22. Select your work order to be disconnected by clearing the Connection check box. Click OK to save your changes.