Adding Indirect Tasks to Worksets Using the Work Center Form

The employees for whom the workset is enabled are only allowed to add indirect tasks to worksets.

To add an indirect task to your workset:

  1. Select Labor > Work Center. The Work Center form is displayed.
  2. Select the Resource Group, Resource ID and the Work Center in the header section.
    The related data is updated on the Active, Job List, Project, Service and PS/JIT tabs.
  3. Click Start Indirect in the Tasks section. The Workset Maintenance form is displayed.
  4. Review this workset information in the Workset Selection section:
    • Type
    • Team
    • Badge ID
    Note: This data is defaulted based on the logged in user.
  5. Select Indirect in the Order Type field.
  6. Specify the value in theIndirect Code field.
    Note: The Indirect Code field is displayed only if the Order Type field is set to Indirect.
  7. Click Add To Workset. The selected indirect task is added to the workset.
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