Planning labor for task plans

Plan and view the labor necessary to complete the task plan or specific jobs on a task plan.

Note: SHOWJOB installation parameter must be set to YES and Planning Level must be set to Task Plan to plan at the job level.

To plan and edit labor on this page Enable Enhanced Planning must be selected for the task plan regardless of planning level settings.

It is not possible to create planned labor records for the task plan and create planned labor records for a job on the same task plan. Planned labor records can be performed at one level or the other, but not both.

  1. Select Work > WO Planning > Task Plans.
  2. Select the task plan for which to plan labor, and then click the Plan Labor tab.
  3. Optionally, select the specific job for which to plan labor for the task plan, or select Show All Records to display all of the records for the task plan, including pre-planned jobs or a job created specifically for the task plan.
    Note: If the task plan Planning Level is set to Job Plan, select the job for which to create a planned labor record.

    Alternately, if the task plan Planning Level is set to Task Plan and Job is set to Show All Records all of the records for the selected task plan are displayed.

    If a pre-planned job plan is selected all associated records are displayed, however changes cannot be made on this page. All changes must be made on the Job Plans form.

  4. Click Add Labor Line.
  5. Specify this information:
    Trade
    Specify the trade that will perform the labor for the task plan.
    Estimated Hours
    Specify the number of hours estimated to complete the job.
    People Required
    Specify the number of people required to perform the job.
    Hired Labor
    Select to indicate that the job will be completed by an external source.
  6. Click Submit. Total Estimated Hours and Total People Required are calculated for the selected task plan.