Create and maintain work order templates
Activity Flow

You can add tasks to a template to define the tasks that must be completed. Work order lines are generated from the tasks in the template.

You can add multiple tasks and set the sequence by using the up and down arrow buttons.

On each task line, you can:

• Select an execution group to filter tasks on the plan board when assigning resources.
• Set the resource quantity to define how many resources are required. A warning appears if the scheduled number is incorrect.
• Select a default project category to define the cost or revenue type.

Enter the start and end date/time in the Synchronization mode if Initialize only or Keep synchronized is selected.

This setup determines the date and time on work order lines. Set values for each task individually.

You can base the start/end date on:

• Session date: Uses the system date.
• Rental date: Uses the date from the linked rental order.
• Template line: Uses the selected template line.
• Work order date: Uses the creation date of the work order.
• Delivery date: Uses the delivery date.

You can base the start/end time on:

• Session date: Uses the system date.
• Rental date: Uses the date from the linked rental order.
• Template line: Uses the selected template line.
• Fixed: Enter the time manually.

You can also add offset values based on units such as days, weeks, months, or years.

Create a new work order template by entering a name and description. If needed, add a project group.

The project group is only relevant if the Separate per work order line parameter is enabled in the Work order parameters of the Work order project planning module.

Select a synchronization mode for each task line in the template. This setup defines the requested start and end date/time on the work order line.

The synchronization can be configured in three ways:

• None: Manually enter start and end date/time.
• Initialize only: Enter exact times now, but allow edits later.
• Keep synchronized: Link dates to events like rent start or template line. Changes elsewhere sync automatically.

You can activate a work order template when it is ready for use. An active template enables you to create work orders and work order lines.

You cannot use inactive templates to create work orders.