Project Work Order Generator Overview

The new Project Manager Work Order Generator is designed to streamline the process of creating a large number of Work Orders to implement a one-time project.  For example, suppose that your firm wins a contract from BigBox to install Gizmos at all of its stores.  This will require hundreds – or thousands – of Work Orders to get the Project completed.  The Project record is the key to the Project Work Order Generator.

The following records must be configured correctly to run the Start Project Work Order Generator:

The Project specifies the Equipment and Jobs eligible for use in the Create Project Work Order Generator.  Typically, a new Project, Jobs and Equipment would be created for each major Project.  After the Project was completed and billed, the Jobs would be closed, the Equipment marked Inactive, and the Project obsoleted.  

Job records used by the Start Project Work Order must reference the selected Project.  To be used with this function, Jobs should be flagged as Service Compute.

Site Equipment:
The Equipment Id must match the Project Id exactly! Complete the Esc. Profile Id if you want Scheduled Events generated for the Work Order. The Default Service Job must point to a Job referencing the Project. The Cost Code and Billing Item must also be completed.

Milestone Group:
Defines the Milestones which will be attached to the Work Order. When the Work Order is generated, the Days and Minutes Offset will be used to calculate the End Date and End Time on the Work Order’s Milestone line based on the Date / Time Must Complete.  

Call Script:
A Closing Call Script may be applied to the Work Orders if required.  

Work Code:
The user may select a Work Code to be applied to the generated Work Orders. The Work Code Id is also used to determine if a matching WO already exists for a given Job.

Once the records have been correctly configured, Start Project Work Order Generator should be run to create the Work Orders needed to implement the Project.