Generating work order activities for CU estimates - HxGN EAM - 12.0.1 - Help - Hexagon

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HxGN EAM
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HxGN EAM Version
12.0.1

Update a work order with activities generated from a CU estimate.

To generate work order activities from an estimate, the CU estimate must be type Design and the status set to Approved.

  1. Select Work > Projects > Compatible Units > CU Estimates.

  2. Select the CU estimates record for which to generate work order activities, and then click Generate WO Activities.

  3. Work order activity generation is initiated as follows:

    • any existing work order activities on the CU Design WO are deleted (provided those activities do not have any associated transactions).

    • a work order activity is created for each compatible units library record.

      If multiple compatible units library records associated to a CU estimate include the same value (cannot be null) for the optional Activity Type field, then these compatible units will be aggregated as a single work order activity.

    • records are populated on the Plan Labor and Plan Tools tabs of the Work Order screen from the selected compatible units library labor, tools and services records. Records are populated on the Parts tab, and one or more temporary material list(s) is generated for the parts detailed on the Parts tab for the created work order activities.

    • for each selected child CU of the compatible units library record associated to the CU estimate, the applicable labor, parts, tools and services records are determined; and amounts/quantities for these will then be aggregated or rolled up into the parent compatible units library record directly associated to the CU estimate.

  • Compatible units library services records generate hired labor records on the Plan Labor tab (Plan labor records for which the Hired Labor check box is selected).

  • Work order activities are currently restricted from including the same trade designated as both hired labor, and as non-hired labor.