Toolkit

There are four Toolkit functions available in the Tasks module:

• Copy Resources from Task: This feature prompts for a task in the same department, then copies all of the resources from that task to the current task.
• Match Work Order Tasks: This feature searches for all "completed" work orders with the same task, department, and fiscal year as the current record. These work orders are then flagged so cost data can be pulled from them when you use the "Perform Cost Update" tool.
• Perform Cost Update: This feature updates the cost data on demand as opposed to waiting until the nightly recalculation.
• Remove Existing Guidelines for Filterset: This feature deletes all guideline references for the records in the filterset and unchecks the "Modify Guidelines" checkbox on the Specific Guidelines tab.
• Update Resource Costs using Classifications: This feature can be used after a Fiscal Year has been copied (using the Replicate Fiscal Year Tool) to update unit costs that have been modified in the Classification module. This tool will update all modified resource unit costs in the Planning Task module for the current fiscal year record, update the total cost, and then recalculate all Planning Task costs.

  Note: These Toolkit functions allow you to update your Task calculations on-demand; however, calculations are also run each night by the PM Service.

To access these features, complete the following steps:

1. Click on the module toolbar to open the Toolkit.  The following window will appear:

   

2. Select the function you'd like and click .
3. A progress bar will be displayed while these functions are being executed. Depending on the amount of data in your system, these functions may take some time to finish processing.