Planning labor for work orders

Plan the labor necessary to complete a work order and it's activities and jobs. Plan both internal and external labor.

Note: The work order must have at least one activity to plan labor on this page. Use this page to plan labor for work order activities or activity jobs but not both.

To plan labor for work orders:

  1. Select Work > Work Orders.
  2. Select the work order for which to plan labor, and then click the Plan Labor tab.
  3. Choose one of the following options for Activity:
    • Select to display the work order activity or activities in the grid.
    • Show All Records
      Select this option if you want to plan labor for multiple activities on the work order.
  4. Choose one of the following options for Job:
    • Select to display the job or jobs in the grid.
    • Show All Records
      Select this option if you want to plan labor for multiple jobs on the work order.
  5. Click Add Plan Labor.
  6. Specify this information:
    Activity
    Select the activity for which to plan the labor. Activity is automatically populated if the work order has only one associated activity and it is not deferred.
    Job
    Select the job for which to plan the labor. Job is automatically populated if the work order has only one associated job.
    Trade
    Specify the trade required to perform the activity or job.
    Estimated Hours
    Specify the hours estimated to complete the labor.
    People Required
    Specify the number of people required to complete the labor.
    Hours Remaining
    Specify the estimated number of hours remaining for the activity.
    Hired Labor
    Select to indicate that the job will be completed by an external source.
    Labor Type
    Select the type of labor needed if you selected Hired Labor.
    Supplier
    Specify the supplier for the activity or job.
  7. Click Submit.
    Note: To create a labor requisition for the work order activity to hire labor for the activity from an external source, click Create Labor Requisition.