Create a planned tag - Intergraph Smart Materials - Version 10.1 - Help - Hexagon PPM

Intergraph Smart Materials Help (10.1)

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English (United States)
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Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.1
  1. Click the Planning task on the dashboard, or select Planning from the Tasks list.

  2. Click Add Planning Item Com_Add ICON to create a new planning item, then select Tag from the Planning Item Type list.

    Alternatively, after selecting the Group by - Type option and selecting Tag Number in the tree, click Add Planning Item Com_Add ICON in the Tag Numbers grid.

  3. Type or select a tag number from the list in the Tag Number box.

  4. Click Milestone Set Com_LOV_Add ICON and select a milestone set.

  5. (Optional) Click ROS Date Com_DateAndTime ICON and select the required on site date.

  6. (Optional) Type the client requisition number in the Client Requisition Number box.

  7. (Optional) Click Account Code Com_LOV_Add ICON and select an account code.

  8. (Optional) Type the client agreement number in the corresponding box.

  9. (Optional) Click Planning Group Com_LOV_Add ICON and select a planning group.

  10. (Optional) Type the budget values in the Labor Budget 1 and Labor Budget 2 boxes.

  11. (Optional) Type a comment on the planning item in the Comments box.

  12. Click Save.