Project Lines |
The Project Lines tab enables you to create a timeline for the work project.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on work project ID, project name, status, user ID that created the project, and user ID that owns the project.
The field in the top section of this tab defines the data that displays.
Work project ID
Identifier of the work project currently selected in the grid or that you are inserting (opening). The application assigns the ID; this field is display only.
Data in the fields on the bottom section of this tab enable you to create a timeline for the work project. Unless otherwise indicated, these fields are required.
Delete
If this field has a check, the entire row is deleted when you click Save.
Line number
Line number. Defaults to 0.
Description
Description of the work project. Maximum field length is 255 characters.
Duration days
The number of days the project is expected to last.
Start date
Date (in MM/DD/YYYY format) that the work will start. Must be earlier than or the same as the due date. Required if a due date is specified. Otherwise, optional.
Due date
Date (in MM/DD/YYYY format) that the work is due. Must be later than or the same as the start date. This field is optional.
Record type
Type of record. This field has a list box. This field has a maximum character limit of 25.
ACTIVITY: If the line has an asset ID, the record type cannot be set at Activity.
SERVICE REQUEST
WORK ORDER
MULTI-ASSET WORK ORDER
Task ID
Enter a task ID. Use this field to link a task to a project. This field has a list box.
If an account ID is entered for the line, the task IDs that display are only those associated with the account. If there are no associated task IDs listed for the account, all active tasks that support that account will display. This does not include accounts that have the Enforce task restrictions for this account option enabled on the Tasks tab of the Accounts Primary Information screen.
Estimated cost
The estimated cost of the project.
Estimated hours
The estimated hours for the project.
Service request ID
Identifier of the service request. This field has a list box. Required if the record type is SERVICE REQUEST. Otherwise, must be blank.
Service requests are defined on the Basic Info tab of the Data -> Equipment Activity -> Service Requests/Defects screen.
Work order location ID
Identifier of the shop location where the work is being performed. Must be blank if the record type is SERVICE REQUEST. This field has a list box. Optional.
-Year
Work order year. Defaults to 0 unless the record type is WORK ORDER. Maximum field length is four characters.
-Number
Work order number. Defaults to 0 unless the record type is WORK ORDER. This field has a list box.
Status
Status of the work project. This field is display only.
Location ID
The identifier of the location for that project line. This field is required
Location name
The name of the location. This is the name of the location associated with the location ID from the previous field.
Equipment class ID for maintenance
The identifier of the equipment class used for maintenance. This field has a list box.
Class description
The description of the equipment class. This field is information only and loads from the Equipment class ID for maintenance field.
Equipment type
The equipment type for the project. This field has a list box.
Asset category ID
The identifier of the asset category. This field has a list box.
Equipment ID
The identifier of the equipment used on the project. This field has a list box.
Equipment description
The description of the equipment. This is the description entry for the associated equipment ID and is loaded when an ID is selected.
Job type
The job type for the project. This field has a list box.
Symptom
The symptom that caused the need for the project. This field is only allowed as an entry if the Record type is Service Request. This field has a list box. This field is optional.
Symptom name
The name of the symptom. This field loads information from the Symptom field.
Repair reason ID
The repair reason on the project line. This field has a list box. This field is optional.
Work class
The work class for the project line. This field has a list box. This field is optional.
Account ID
The account used for this project. This field has a list box. This field is optional.
If a task ID is entered for the line, the account IDs that display are only those associated with the task. If there is no associated account ID listed for the task, all active accounts that support that task will display.
Financial project code
The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets.
Service status
The service status of this project line. This field has a list box. This field is optional.
Priority ID
The identifier of the priority. This field has a list box. This field is optional.
Assigned employee ID
The employee that is assigned to the project. This field has a list box. This field is optional.
Employee name
The name of the employee. This field populates with the name associated with the employee ID.
Assigned vendor ID
The vendor assigned to this project line. This field has a list box. This field is optional.
Vendor name
The name of the vendor. This field is populated when a vendor is entered in the previous field.
Completion date
The date the project was completed. This field has a list box.
Completed by user ID
The user that completed the project. This field has a list box.
User name
The name associated with the selected user ID. This field is populated when a user is entered in the previous field.
Standard job
The standard job assigned to the project line. This standard job is only allowed on record types of MULTI-ASSET WORK ORDER. This field has a list box. This field is optional.
From marker ID
Designated from marker ID for the inspection point.
From segment ID
Designated from segment ID for the inspection point. This field is auto-filled when an asset ID is entered.
From offset
Designated offset from the From marker ID.
To marker ID
Designated to marker ID for inspection point.
To segment ID
Designated from segment ID for inspection point. This field is auto-filled when an asset ID is entered.
To offset
Designated offset from the To marker ID.