Create One-Off Work Order from Project and Project Task

From the Project Card and Project Task Card you can create a one-off work order. This option is available only if the project/task is specified as Maintenance Project/Task. If the Asset is assigned to this record - asset no. will be populated automatically by the one-off creator (can be changed if needed).

On the created Work Order - the relevant Project No. is populated on the document. In the background - the Maintenance Allocation for Projects is created. This allocation contains all information to automatically populate needed data to all lines that will be added to the work order. So from now, every new line added to this document will get data about Project No. and Project Task No. If any line was added from the work order category - project-related data is also populated on it.

In the Maintenance Allocations for Projects:

  • Project No. is added when the one-off work order is created from a project card or task card
  • Project Task No. is added when the one-off work order is created from the task card

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