Navigate to work package planning tasks

You can navigate to primary work package planning tasks from a work package page. Once you navigate to a planning task, you can navigate to other primary planning pages.

Procedure

1. Do one of the following.

Create a work package. Before you can navigate to planning tasks, you must create or import structures in your work package. To access:

The BOM Alignment task, you must add a source BOM, such as an engineering bill of materials (EBOM), and a target BOM, such as a manufacturing bill of materials (MBOM) structure.

The Bill of Equipment (BOE) task, you must add a plant structure.

The High Level Planning task, you must add a bill of process (BOP) structure.

Search for but do not open an existing work package. When you remain on the search results page and select a work package, but do not open the work package, a TASKS list is displayed as a series of tiles to the right of the search results.

Search for and open an existing work package. The current structure configuration is reflected in the configuration header. If you open a work package by selecting it in the search results page and then click Open , the Manage Work Package page is displayed.

Note

Planning tasks are specific to your logon and user role. The lists that you see will depend on which page you are currently viewing.

The structures defined in your work package determine which planning tasks are available from that work package. The names associated with the task icons may differ from those shown here.

2. Click a task tile to navigate to a planning task.

The BOM Alignment tile takes you to the BOM Alignment page.

The High Level Planning tile lets you define a high-level BOP hierarchy for work packages with a specified MBOM and process.

The Product BOP Authoring tile lets you define a product BOP hierarchy for work packages according to the area of the product they assemble. Product BOPs are optional; you do not have to include one in the work package.

The Bill of Equipment (BOE) Authoring tile takes you to a plant bill of process (BOP), where you can author a manufacturing plant hierarchy and its equipment.

3. Perform planning tasks on the page to which you jumped.

4. To jump to a different task in your work package, click the tile at the top of the page and click the task tile to which you want to navigate.

Note The list of task pages changes depending on the structure of your work package. Your on-screen image may look different from the one in this topic. From the BOM Alignment or High Level Planning pages, you can navigate to the Background Parts Management, Process Planning, and Work Instructions Authoring pages.