Details: Project Plans
The Details page displays key information about the plan.
The following fields provide general information about the Project Plan:
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ID/Name: ID and Name of the project plan. These fields are displayed in the Project Plan List and in the Work Center header. The ID must be unique.
The Project Plan Name field is propagated to any project that is generated from the plan. The resulting project will have the name of the project plan, along with the default asset defined for the plan. For example, a project plan named Pipe Inspection that is tied to the Downtown node of the asset list would generate a project named Pipe Inspection - Downtown.
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Category: The category for the project, such as lighting, or capital.
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Repair Center/Shop/ Supervisor: Organizational attributes of the project.
The values specified on this page will be populated onto any generated work orders when the project plan is generated manually. When the project plan is generated through a PM Schedule, these values are populated from the asset or PM Asset record, as specified on the PM Assets page.
