Changing a work order's activity

When you change a work order's activity, the work order is reset to the first milestone of the new activity and the tasks, constraints, and cost estimates are updated. Because the tasks are updated, you can only change the activity if the work order has no costs recorded for the old activity's tasks.

Note: Because much of the information in a work order depends on the activity type, changing the activity can cause changes in the information that is shown and in the appearance of the Work Order InfoViewer.

For example, work order milestones and approvals depend on the activity type, so changing the activity type might cause the Approvals tab to disappear.

  1. Load the correct work order in the Work Order InfoViewer.
  2. Select the Summary tab.
  3. Click Change Activity Code in the Quick Links panel.
  4. Specify the new activity in the Activity Code field.
  5. Click Save.