A contract plan is the list of activities and their expected work quantities to be performed in a particular contract. It is created as follows:
- Open the Issue Contract Plan window.
- In the upper pane, select the contract for which a plan will be created. (If the contract does not appear, navigate to the Issue Contract window and Activate a Contract.)
Right-click in the lower pane and select Insert. The system displays a dialog box to enter the necessary information for the contract plan.
Note: The first field of the dialog box is read-only: the information in this field was already configured when the contract was created in the Issue Contract window.- For the second field in the dialog box, if a single asset type was specified when the contract was created, you can skip this step. If multiple asset types were specified when the contract was created, these will be listed on the right side of the dialog box. Select the desired asset type by clicking the asset type with which the activity is associated. The system highlights your selection.
- Click Next. If a single activity was specified for the asset type selected in step 4, the system will close the dialog box and display the selected information in the window. Go to step 7 to continue.
- On the other hand, if multiple activities were specified for the selected asset type, the system will highlight the Activity field and list the activities on the right side of the dialog box. Select the desired asset type by clicking the asset type with which the activity is associated. The system highlights your selection.
- Click OK. The system closes the dialog box and then displays the new row in the lower pane.
- Tab to the fields with white backgrounds and enter the required information.
- Repeat above steps for the additional activities to be performed in the contract.
- When all activities are entered, click
.
To view work orders created from a contract plan, see View Contract Work Orders.
