Managing Work Orders

Creating a work order

1. Open a project that uses a three-level structure.
2. Click + New Work Order to open the form.
3. Complete the form as needed.
4. Click Submit to save it.

Form fields

Field	Description	Requirement
Title	Work name.	Required.
Progress Status	Current work progress status.	Optional.
Work Order Number	Work order number.	Required.
CI Number	Work instruction number.	Optional.
Start Date	Work start date.	Optional.
End Date	Work end date.	Optional.
Payment Status	Payment status.	Optional.
Value	Work revenue value.	Taken from Plan Billing.
Earn Value	Revenue value multiplied by work progress.	Calculated automatically.

Editing a work order

1. In the work order list, click the work order you want to edit.
2. On the details page, click the icon in the upper-right corner.
3. Click Edit.
4. Update the required information.
5. Click Submit to save the changes.

Deleting a work order

1. In the work order list, click the work order you want to delete.
2. On the details page, click the icon in the upper-right corner.
3. Click Delete to display the confirmation dialog.
4. Click OK to delete the work order.

caution

Check the selected work order before confirming its deletion.