Executing Work Orders—General Exercises

Required Data

Connecting and Registering Work Orders

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. Connect and register a work order to an activity. Prepare and plan the work order by specifying material and purchasing requirements, tools and facilities, and operations requirements.

General exercise for Connecting and Registering Work Orders

Releasing 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. Release activities in your subproject structure.

General exercise for Releasing Activity

Main Exercise

Purpose: The purpose of this exercise is to show you how a connected work order will update the activity with costs, hours and progress, as the work order is being executed.

Windows:
Prepare Work Order
Report In Work Order
Project Navigator/Activity
Project Navigator/Connections

Executing a Work Order

  1. Open the Prepare Work Order window, populated with the desired work order which is connected to a project activity.
  2. Look at the Operations, Materials, Requisitions and Tools and Facilities tabs to see how the work order has been prepared. Note the number of planned hours and costs.
  3. Return to the Project Navigator window populated with your project. 
  4. Select the relevant activity in the Navigator and click the Activity tab and observe that the values retrieved to the Planned column are based on the cost and hours defined on the work order. Verify that the values update the correct cost elements, based on how you set up the relevant posting control rules and cost element mappings.
  5. Release the work order.
  6. Go back to the project activity which is connected to the work order. Observe that the values retrieved to the Committed column on the Cost and Hours tabs are based on the work order planned cost and hours. Verify that the values update the correct cost elements, based on how you set up the relevant posting control rules and cost element mappings.
  7. Go back to the work order. If you have created purchase requisitions for non-inventory purchase parts or no-parts in the Prepare Work Order/Requisitions tab, proceed with the process so that the purchase order is received. On the Cost  tab for the project activity, observe that the Committed values have decreased while the Used values have increased, based on the purchase transaction value for your receipt. Verify that the values update the correct cost elements, based on how you set up the relevant posting control rules and cost element mappings.
  8. On the work order, report hours on the Prepare Work Order/Tools and Facilities tab. On the project activity Hours tab, observe that the Committed values have decreased while the Used values have increased based on the number of hours reported on tools and facilities. Verify that the values update the correct cost elements, based on how you set up the relevant posting control rules and cost element mappings.
  9. Go back to the work order. Report time on the Report In Work Order/Time Report tab. On the project activity Hours tab, observe that the Committed values have decreased while the Used values have increased based on the number of hours reported. Verify that the values update the correct cost elements, based on how you set up the relevant posting control rules and cost element mappings. Note also that Used and Actual Hours have increased while Committed Hours have decreased.
  10. Click on the Connections tab. Note that the object progress for the work order is calculated as a percentage of reported hours versus planned hours.
  11. Open the Report In Work Order window, query for the work order you have been working with and enter the actual completion date. Set the work order status to Finished.
  12. Go back to the Connections tab for the project activity that is connected to the work order. Observe that the value retrieved to the Object Cost Progress and Object Hours Progress fields is 100% because the work order has been completed. Note also that the object type is now a historical work order.
  13. If you have more than one work order connected to your activity, note that the value in the Calculated Cost Progress and Calculated Hours Progress fields on the Activity tab will be based on all the connected work orders.