Creating a work order and adding it to an existing scheduling session

To create a work order and add it to an existing scheduling session:

  1. Open the MS Project file that contains the open scheduling session for which to add a work order.
    Note: You must first create or import a scheduling session in order to add a work order.
  2. Click Create work order.
  3. Specify this information:
    Equipment
    Specify the equipment on which to perform work. The system automatically populates Equipment Description and WO Org.
    WO Description
    Specify a description of the work needed.
    Status
    Specify the status of the work order.
    Type
    Specify the type for the work order.
    Priority
    Specify the priority of the work order.
    Standard WO
    Specify the standard work order.
    Note:  If you enter a Standard WO, the system creates the new work order, any activities, any child work orders, and related activities. Only standard work orders and child work orders with activities are added to the current scheduling session.
    Parent WO
    Specify the code identifying the parent work order.
    Class
    Specify the class of the work order.
    Department
    Specify the department.
    Location
    Specify the location of the work to be completed.
    Problem Code
    Specify the code to identify the problem.
    Cost Code
    Specify the cost code of the work order.
    Sched. Start Date
    Specify the starting date for the work order.
    Sched. End Date
    Specify the ending date for the work order.
    Assigned To
    Specify the person responsible for the work order.
    Reported By
    Specify the employee requesting the work.
    Assigned By
    Specify the supervisor who assigned the work order.
    Project-Budget
    Specify the project budget for the work order.
    Trade
    Specify the trade required to perform the activity.
    Task
    Specify the task code for the activity.
    Material List
    Specify the material list code for the material list containing the parts needed for the work order.
    Activity Start Date
    Specify the beginning date for the activity.
    Activity End Date
    Specify the ending date for the activity.
    Estimated Hours
    Specify the number of estimated hours for the activity.
    People Required
    Specify the number of people required to perform the activity.
  4. Click Submit.
    Note: Click Custom Fields to display all custom fields associated with the work order.

    Enter a priority for the work order. The system converts the Infor EAM Priority to the appropriate MS Project Priority before creating the scheduling session.

Parent topic: Creating and adding work orders and activities to scheduling sessions