How to Create Basic Project Work Orders

Path: Transactions > Work Order > Records / Identity Tab

After you have created a basic project record, go to the Work Order window and create related work orders. Two fields are mandatory when defining a project work order: WO Type and Project Num.

1. Select WO Type as Project.
2. Click the Project Subtab.
3. Select the Project Num for the related project. The project record must exist to be present in the selection window.

   This field can only be used for project work orders. When a work order type is designated as a project, the Project Num field must be populated with a valid project number.

4. Complete the rest of the work order fields as usual.
5. Click Save on the WebTMA toolbar.

This process can also be used for Advanced projects, but it is more convenient to double-click a task line and convert it from Project / Tasks & Resources Tab to save keystrokes.