Work Detail Screen Project Management>Work Orders

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Overview

The Work Order Detail Screen is where the detail for a work order is entered. It is accessed by clicking on the New button in the Work Orders screen, or by double-clicking on a work order in the Navigator List.

Info Tab

•	Subject - A summary of what the Work Order is for.

•	Description - A detailed description of what the Work Order is for.

Stage

•	Stage - Stage of the Process Instance that the Work Order is in.

Dates/Hours

•	Estimated Start - Estimated start date of work order. (Calculator - If Estimated Hours and End Date are filled in the Start Date can be Calculated)

•	Estimated Finish - Estimated completion date of work order. (Calculator - If Estimated Hours and Start Date are filled in the End Date can be Calculated)

•	Estimated Hours - Estimate hours required for work order. (Calculator - If Estimated Start and End Date are filled in the Estimated Hours can be Calculated. Using Hours Per Day)

•	ETC Date - Estimated Completion Date

•	ETC Hours - Estimated to Complete as of the last time entry. Note: By default it starts as the same number as the Estimated Hours

•	Hours Per Day - Work Hours per day

Assignment

•	Project - Project WBS for which the work order is intended. More on Projects

•	Employee - Assigned employee. More on Employees

•	Job Title - Default job title. Can be overridden at time sheet entry. More on Job Titles

•	Labor Code - Default labor code. Can be overridden at time sheet entry. More on Labor Codes

•	Bill Status - Default bill status. Can be overridden as time sheet entry.

•	Score - User Definable Difficulty Score.

Custom Fields

•	Custom Fields created on the Custom Fields Tab in Process Templates show up here. More on Process Templates> Custom Fields Tab

Chat Tab

•	The Chat tab is where anyone assigned to the Work Order can carry on a conversation

•	Right-Clicking on a comment gives you the ability to Copy, Mark Unread or Delete a comment

•	Chat supports Markdown

To Do Tab

•	The To Do tab allows for the creation of a "punch-list" of To Dos associated with the Work Order.

•	Check the Complete box to "strike through" the To Do.

Tags Tab

•	The Tags tab you to Tag the Work Order with the predetermined list of Tags from the Process Templates applet. More on Process Templates> Tags Tab

•	To add new To Dos, you must add them to the Process Template.

Time Tab

•	The Time tab allows you to enter time against the Work Order.

•	Allows you to select the Date, Hours, Minutes and the Time Type (Regular & OT).

•	You can add Time Sheet comments.

•	Auto Reduce ETC Hours - When selected, the ETC Hours will be reduced by the hours entered on the Time Sheet.

•	Show All Time - When selected, All Time entered against the specific Work Order will be shown in the Time Grid.

Documents Tab

•	The Documents tab allows you to associate Documents with the specific Work Orders.

Subscribers Tab

•	The Subscribers Tab allows you to assign individuals to a Work Order who are not going to be assigned to it.

History Tab

•	The History Tab shows the Historical movement from one stage to another within a Process.

•	Note: When you move a Work Order to a new Process Instance, the History Tab is blanked out.