Add equipment to investment plans.
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Select Operations > Investment Planning.
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Select the investment plan for which to add equipment, and then click the Equipment tab.
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Specify this information:
Equipment - Select the equipment to add to the investment plan.
Priority Override - Specify the override value for the priority of the equipment.
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Click Submit.
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Optionally, click Calculate Plan Priority to calculate and update the priority for all equipment attached to the header record.
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Optionally, click the Actions link button, and then select from the following options:
Option
Description
Calculate Plan Priority
To set the plan priority for all equipment.
Refresh Age Data
To recalculate the age-related data for all equipment where Age Refresh Required is selected.
Delete All
To remove equipment.