We are currently updating our site; thank you for your patience.

Projects

Work Order Allocation - Unlink / Reassign Work Orders

Work orders linked to a project can be unlinked from a project or can be reassigned to another project.

Ribbon Access: Maintenance / Projects   >   Work Order Allocation

  1. The Work Order Allocation listing screen will be displayed.
  2. This screen is divided into 2 frames:
    • Unassigned Work Orders: This frame lists all the unassigned work orders.
    • Project Work Orders: This frame lists the projects with linked work orders.
  3. In the Project Work Orders frame, click on the expand button in the row of the project you wish to unlink /reassign work orders from.

Unassign Work Order(s)

  1. From the Assigned Work Orders sub grid select the work order(s) you wish to unlink from the project.
  2. Click anywhere on the selected work order(s) line and drag and drop it anywhere in the Unassigned Work Orders frame to unlink the work order.

  1. The work order(s) will be removed from the Assigned Work Orders frame and can now be found in the Unassigned Work Orders frame.
  2. Click on Save Work Order to Projects.

Reassign Work Order(s)

  1. From the Assigned Work Orders sub grid select the work order(s) you wish to reassign from the project.
  2. Click anywhere on the selected work order(s) line and drag and drop it on to the project line you wish to reassign it to.

  1. The selected work order(s) will be removed from the Assigned Work Orders sub grid of the project you dragged them from, and
  2. can now be viewed in the Assigned Work Orders sub grid of the project you have reassigned (dropped) them to.
  3. Click on Save Work Order to Projects.