Project Lines |
The Project Lines tab enables you to create a timeline for the work project.
Tip: To limit the display of information in the grid and maximize performance, use the filter. You can sort on work project ID, project name, status, user ID that created the project, and user ID that owns the project.
The field in the top section of this tab defines the data that displays.
Work project type ID
Identifier of the work project type currently selected in the grid or that you are inserting or editing. The application assigns the ID; this field is display only.
Data in the fields on the bottom section of this tab enable you to create a timeline for the work project.
Delete
If this field has a check, the entire row is deleted when you click Save.
Line number
Line number. Defaults to 0.
Location ID
The identifier of the location for that project line. This field is required
Description
Description of the work project. Maximum field length is 255 characters.
Record type
Type of record. This field has a list box. This field has a maximum character limit of 25.
ACTIVITY: If the line has an asset ID, the record type cannot be set at Activity.
SERVICE REQUEST
WORK ORDER
MULTI-ASSET WORK ORDER
Estimated cost
The estimated cost of the project.
Estimated hours
The estimated hours for the project.
Equipment class ID for maintenance
The identifier of the equipment class used for maintenance. This field has a list box.
Class description
The description of the equipment class. This field is information only and loads from the Equipment class ID for maintenance field.
Equipment type
The equipment type for the project. This field has a list box.
Asset category ID
The identifier of the asset category. This field has a list box.
Job type
The job type for the project. This field has a list box.
Task ID
Enter a task ID. Use this field to link a task to a project. This field has a list box.
If an account ID is entered for the line, the task IDs that display are only those associated with the account. If there are no associated task IDs listed for the account, all active tasks that support that account will display. This does not include accounts that have the Enforce task restrictions for this account option enabled on the Tasks tab of the Accounts Primary Information screen.
The PM service task is allowed if the Record type is Work Order, and the Job type is PM.
The Repair task is allowed if the Record type is Service Request.
The Indirect task is allowed if the Record type is Activity.
This must be blank if the Record type is Work Order and the Job type is Repair.
Symptom
The symptom that caused the need for the project. This field is only allowed as an entry if the Record type is Service Request. This field has a list box. This field is optional.
Symptom name
The name of the symptom. This field loads information from the Symptom field.
Repair reason ID
The repair reason on the project line. This field has a list box. This field is optional.
Work class
The work class for the project line. This field has a list box. This field is optional.
Account ID
The account used for this project. This field has a list box. This field is optional.
If a task ID is entered for the line, the account IDs that display are only those associated with the task. If there is no associated account ID listed for the task, all active accounts that support that task will display.
Financial project code
The Financial project code choicelist allows the user to select from active Financial Project Codes or Usage Tickets.
Service status
The service status of this project line. This field has a list box. This field is optional.
Priority ID
The identifier of the priority. This field has a list box. This field is optional.
Assigned employee ID
The employee that is assigned to the project. This field has a list box. This field is optional.
Employee name
The name of the employee. This field populates with the name associated with the employee ID.
Assigned vendor ID
The vendor assigned to this project line. This field has a list box. This field is optional.
Vendor name
The name of the vendor. This field is populated when a vendor is entered in the previous field.
Standard job
The standard job assigned to the project line. This standard job is only allowed on record types of MULTI-ASSET WORK ORDER. This field has a list box. This field is optional.
Duration days
The number of days the project is expected to last.