Editing Actions by Work Package Using the Management or Commissioning Console

From the Management Console or from the Commissioning Console, use the Plan/Edit Actions by Work Package tab to select a work package and then manage its actions. You can apply project actions to the work package by selecting from a list of actions for the project.

From the Edit Actions tab, you can:

Adding Actions to a Work Package
Applying Project Actions to a Work Package
Editing Action Items for a Work Package

Adding Actions to a Work Package

To add actions to a work package:

Access the console in one of the following ways:
- Select the Projects / Plan / Management Console: Plan task.
- Select the Commissioning / Design / Commissioning Console: Design Phase task.
Click Select in the row for the project for which you want to add action items by work package. If needed, use the Filter console to restrict the projects shown by selecting criteria and clicking Show.

Select the Edit Actions by Work Package tab.
In the Work Packages list, select the work package.
The Action Items panel shows the actions for the selected work package.
Click Add New.
The Edit Task form appears.
Enter the following required fields:
Action Title: A identifier for the action. The name must be unique among actions for this work package.

Action Type : Select the type of action. When you assign an action a type, you are able to view the Action Status in reports, such as Action Status by Action Type (Execute process/Schedule tab), and view milestone statuses (Monitor process/View Milestone Statuses). When estimating schedules and duration, you can filter by Action Type to see only those actions on the Gantt chart.
Date to Perform: Date you plan to begin the action. By default, this is set to the current date. Enter an estimated date if you are planning on tracking design schedules using the design Gantt chart.

Duration - Est. Design (Days): By default, this is set to 1 day, but enter an estimated value, so that you can track design schedules on the Gantt chart. The design schedule estimate is based on information that has been provided by architects, designers, and contractors who have analyzed a project's requirements.

Hours - Est. Design : By default, this is set to 0, but enter a value to indicate the number of person-hours this action will take. For example, if the action's Duration is two days, and two people will be working on this action for eight-hour days, then the person-hours for this action is 32 hours. The S-Curve analysis uses person-hours in its calculations for work, so it is important to enter these hours if you are generating S-Curve charts in the Projects application.

Cost - Est. Design (Exp.) and Cost Est. Design (Cap) : By default, these costs are set to 0.00, but enter an estimate if you want to compare estimated design costs to actual costs in the Project Analysis report. These design costs are provided by architects, designers, and contractors who have analyzed a project's requirements.
Enter the following recommended fields:
Work Package : Select the work package for the action item. Although, not required to save the record, an action must be associated with a work package so that vendors can bid on it, and you can generate reports that show data for work packages.

Project Phase : Select a Project Phase value, such as Design or Execution. For example, this is useful if you want to track the project at the Design phase or Execution phase level in the Project Analysis report. Or, when adding actions to work packages you can search for work packages by the Project Phase for the project with which the work package is associated. For more information on the Project Analysis report, see the Creating Management and Oversight Reports topic.

Action Item Status : A description of where the action item is in its lifecycle. This is a key field as it enables you to track and manage the progress of a project by marking actions as 'in progress', cancelled, put on hold, or stopped. Reports, such as Action Status by Action Type (Plan process / Management Console: Plan (schedule tab), use the action item status, and a work package can be marked as complete based on the status of its actions items.

Work Breakdown Structure Code : A hierarchical structure that is used to organize tasks. Often, the action item's Work Breakdown Structure Code has the prefix of the work packages code. For example, if a task is associated with a work package that is first in your outline, and the task is the first task for the work package, then the outline number for that task is 1.1; the outline number for the first subtask under this task is 1.1.1

Site Code/Building Code/Floor Code/Room Code: Select the location information for the work to be done.

Approved By : Enter the name of the person approving this work. From Commissioning, if the action is for a design submission , use the Approve Documentation action to approve the document. See Approving Design Submissions.

Created By : The system fills in this field with the name of the user who added this action.
Enter additional fields, as needed. For example:
Approved By : Enter the name of the person approving this work. From Commissioning, if the action is for a document, use the Approve Documentation action to approve the document. See Approving Documentation Actions .
The following fields are used for scheduling if you are creating service requests for this action.

Problem Location Enter precisely where the problem exists, so that others following up on this item will be able to easily find the problem. For example, if you are assessing the condition of a room, you might enter "Back corner near window"

Equipment Code: Select the equipment needed to perform this action by selecting an equipment item from your equipment inventory.

Problem Type : Select the type of problem this action item is addressing.

Primary Trade Required : Select the type of craftsperson required to perform this work.

Date Required: Select the date this craftsperson is needed.

Date Requested : Date the service request was entered. This can be a read-only field set to the current date.
Click Save.

Applying Project Actions to a Work Package

To apply project actions to a work package:

From the Plan tab, select the Edit Work Packages tab.
In the Action Items panel, click Assign Project Actions.
The Assign Project Actions Items to Work Package form appears.
Select the project actions you want to add to the work package. To select all actions, select the check box at the top of the column header.
The actions for the template now appear in the Action list for the work package.

Editing Action Items for a Work Package

Note : When you edit the Start and End Dates for actions, if any actions are set to be predecessors for other tasks, the Gantt Chart automatically ensures that the date fields for dependent tasks conform to their predecessors. See How the Gantt Chart Updates Dependent Tasks.

To edit actions for a work package:

Access the Management Console - Plan Tab and select a project.
From the Plan tab, select the Edit Actions by Work Package tab.
In the Work Packages list, select the work package.
The Action Items panel shows the actions for the selected work package.
Select Edit in the row for the action item.
Make changes in the Edit Task form. Use the field descriptions in the Adding Actions to a Work Package section to guide your entries.
Click Save.