Create a planned tag - Intergraph Smart Materials - Version 2016 R4 (8.4.0) - Help - Hexagon PPM

Intergraph Smart Materials Help (2016 R4)

Intergraph Smart Materials
2016 R4 (8.4)
  1. Click the Planning task on the dashboard, or select Planning from the Tasks list.

  2. Click Add Planning Item 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 in the Tag Numbers grid.

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

  4. Click Milestone Set and select a milestone set.

  5. (Optional) Click ROS Date 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 and select an account code.

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

  9. (Optional) Click Planning Group 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.