Select Planned Tools

You use the Select Planned Tools dialog box to select tools from a list of tools planned on a work order to report actuals. The Select Planned Tools dialog box allows you to select multiple tools at once to apply to the record. You can select planned tools when the work order has tools on its work plan, and the work order has been approved.

To select planned tools:

  1. Display the record for which you want to select planned tools.

  2. On the Tools subtab of the Actuals tab, click Select Planned Tools to open the Select Planned Tools dialog box.

To narrow your search, click Filter.

  1. To select a tool, select the Select Record check box. You can select more than one tool.

Note: To select all records displayed in the Select Value table, select the Select All Records check box in the table heading row.

  1. To return the selected values to the record, click OK. Each selection creates a new row on the Tools subtab.

To return to the record without selecting any tools, click Cancel.

  1. If appropriate, you can edit a tool's details. To make changes, click View Detailsfor the tool and edit fields such as Quantity, Hours, Rate, Line Cost and others as needed.

  2. Click Save .

To find a particular value in the Select Tools dialog box:

  1. In the filter field for one or more columns, enter a full or partial value. For example, to only find values that contain the letter L, enter L.

  2. Click Filter Table to find all records that match the criteria you entered in the search fields. To see the original list of values, click Clear Fields .

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