Phase templates are developed to cater for:
Recurring use of the same phase /(works order) and their tasks within a projects.
Depending on the works Order, it may require one or many different tasks to complete. These tasks are often reused within projects as projects can have many works orders. Creating works order templates enables reuse and the selection of only the required templates to complete the works order.
Phase templates follow the same development cycle as other task definitions; under Settings → Task Definitions:
Select Works Order/phase from drop down list under Task Type.
Create or edit an existing phase template.
Definition: including Description, Resources and Options.
Create an instance of a task:
At a selected project stage by dragging and dropping into chain of events.
Creating tasks under works orders and task tabs under Project.
For a more detailed understanding of phase/works order templates see: Task definitions
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Phases or works orders are built of tasks. Different phases will have different tasks associated with them. Developing templates allow the selection of the appropriate number and sequence of tasks for the phase.
For example a standard works order template may have cutting, planning, sanding and finishing, while another may have cutting, routing and assembly. Having both templates at hand reduces editing time of either template before application.
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Phase templates are created under Settings → Edit Templates:
Select the type of template you want to create or Edit
Works Order
MR
Manifest
In this case we are creating or editing a works order/phase template, so we select this option.
Highlight an existing template or right click to create a new template
A number of options for describing and naming the new template are available:
Description | |
ID | |
Works Order Description | |
Labor Group | |
Status |
A number of tabs controlling the attributes of the Works Order when created
Tab | Description |
|---|---|
Tasks | Add Tasks that will be added when the phase is created |
Qty | |
UDC | |
Markers | |
Dates | Dates when prompt is to be given and if required |
MR Templates | The MR to be created to be linked to this works order |
MR Items | Items to be added to the MR |
LongDescription | |
Values | |
Budget |
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