Creating a work order and adding it to an existing scheduling session - HxGN EAM - 12.0.1 - Help - Hexagon

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.

   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.

   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.

• Click Custom Fields to display all custom fields associated with the work order.

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