How to Change a PM Task

If you want to save the details about a PM, but you want to change the task code, follow these instructions.

  1. Open the PMs Tab on the window of your choice.
  2. Click Edit on the WebTMA toolbar.
  3. Click the Modify link at the top of the grid.
  4. Double-click the desired line item in the grid.
  5. Change the Task Code on the PM Entry popup window.
  6. Click Save on the popup window.
  7. Mark the line item check box.
  8. Click the Apply To Checked link at the top of the grid.
  9. Click Save on the WebTMA toolbar.

BtnCaution Be certain to click the Apply To Checked link; otherwise, your changes cannot be saved.

See Also

PMs Tab

How to Add PMs to a Record

How to Edit PM Details