Create a Job Plan from a Work Plan

When you have a work plan that you want to use repeatedly, you can create a job plan from the work plan instead of recreating the work plan each time you need it. When you create a job plan from a work plan, the system uses the current work order and its tasks, planned labor, materials, tools, and services to create the job plan. The system does not copy child work orders, if any, to the job plan. If the work assets on the work order have a safety plan associated with them, the system does not copy the safety plan to the job plan.

To create a job plan from a work plan:

  1. Display the work order whose work plan you want to use to create a job plan.

  2. From the Select Action menu, select Create Job Plan from Work Plan to open the Create Job Plan dialog box.

  3. If the Job Plan field is empty, enter a value, or click Autonumber to have the system assign a number to the job plan.

  4. The work plan's description appears in the Job Plan Description field. You can edit the description.

  5. Click OK to create the job plan.

To return to the record without creating a job plan, click Cancel.

To view the job plan you created, go to the Job Plans application.