Basic Project Work Orders - WebTMA 7

If you are applying the Basic approach to Projects, the only actions required are to set up the Project record and create Project Work Orders. When creating a record from the Work Order window, be sure to define the Work Order Type as Project to achieve the correct results.

Advanced Projects, on the other hand, can use either the Project / Tasks & Resources Tab or the regular Work Order window to create Tasks.

How to Create Basic Project Work Orders

After you have created a Project record, go to the Work Order window and create any related Work Orders needed. Two fields are mandatory when defining a Project Work Order: WO Type and Project #.

  1. Select WO Type Description as Project.
  2. Go to the More Information Section.
  3. Select the Project # for the related Project. The Project record must exist to be available for selection. This field can only be used for Project Work Orders. When a Work Order is designated as a Project, the Project # field must be populated with a valid Project number.
  4. Complete the rest of the Work Order fields as usual.
  5. Choose Save on the WebTMA toolbar.

This process can also be used for Advanced Projects, but it is more convenient to double-click a Task line and convert it from the Project / Tasks & Resources Tab to save keystrokes.

 

Want to Learn More?

Visit the WebTMA Help Page

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