1. Open the Work > Planning and Budgeting > Tasks module.
2. Locate the Planned Task with the Resources you want to copy. Remember it.
3. Locate and select the Planned Task record that you want to serve as the destination for copied Resources.
4. Click the Toolkit and select Copy Resources from Task | Selected Record. A picklist appears that contains all Planned Task records with the same Department and Fiscal Year as the Planned Task you selected in step 2.
5. Select the Planned Task record with the Resources you want to copy. The selected Planning Task must contain one or more Resources.
6. Click Select. A confirmation message appears in the bottom-right corner of the screen to indicate that the Resources have been copied to the Planned Task record you selected in step 2.

1. Open the Work > Planning and Budgeting > Tasks module.
2. Click the Toolkit , then select Match All Work Order Tasks. A pop-up appears, asking you to confirm that you want to run the tool:

   

3. Click OK. In a matter of seconds (or minutes, depending on the number of Work Orders in the system), a confirmation message should appear in the bottom-right-hand corner of the window to indicate that the tool ran successfully.
   • Any matching, completed Work Orders now appear in the Planned Tasks' Work Orders child grids.
   • To update cost data on Planned Tasks, perform one of the module's Perform Cost Update toolkits.

1. Open the Work > Planning and Budgeting > Tasks module.
2. Select the desired Planning Task record you wish to match to Work Order Tasks for a different Fiscal Year.
3. Select the Toolkit then select Match All Work Order Tasks for Fiscal Year | Selected Record.
4. The following message appears:

   

5. Click OK. The following pop-up appears:

   

6. Enter the Fiscal Year from which you wish to match Work Order Tasks to your selected Planning Task record.
7. Click OK.
   • If the Toolkit is unable to run, you will get the following error message indicating no Work Order Tasks in your selected Fiscal Year were available or matched the criteria of your selected Planning Task record:

     

   • If the Toolkit is successful, the system will display a notification indicating Tool Success. All eligible Work Orders are now matched to associated Planned Tasks for the associated Fiscal Year. To update costs, perform one of the Perform Cost Update Toolkits.

1. Open the Work > Planning and Budgeting > Tasks module.
2. Select the Planning Task record you wish to match to Work Order Tasks for in the same Fiscal Year.
3. Select the Toolkit then select Match All Work Order Tasks in same Fiscal Year as Current Task | Selected Record.
4. The following message appears:

   

5. Click OK.
   • If the Toolkit is unable to run, you will get the following error message indicating no Work Order Tasks in your selected Fiscal Year were available or matched the criteria of your selected Planning Task record:

     

   • If the Toolkit is successful, the system will display a notification indicating Tool Success. Your Task is now matched to associated Work Orders in the same Fiscal Year. To update costs, perform one of the Perform Cost Update Toolkits.

Important: Before performing the cost update, you must run one of the Match Work Order Tasks toolkits. The Match... toolkits force Lucity to check whether any additional Work Orders are related to the Planned Task, which is critical to ensure the Perform Cost Update tool processes all relevant data and produces accurate actual cost, quantity and labor numbers.

1. Open the Work > Planning and Budgeting > Tasks module.
2. Create a filter to identify the Planned Task records you want to update.
3. Click the Toolkit , then select Perform Cost Update | Current Filter. A prompt appears asking you to confirm that you want to run the tool against a specific number of records.
4. Click OK. Lucity updates the Cost fields on all Planned Task records in the current filterset.

Important: Before performing the cost update, you must run one of the Match Work Order Tasks toolkits. The Match... toolkits force Lucity to check whether any additional Work Orders are related to the Planned Task, which is critical to ensure the Perform Cost Update tool processes all relevant data and produces accurate actual cost, quantity and labor numbers.

1. Open the Work > Planning and Budgeting > Tasks module.
2. Use CTRL + click to select the Task record(s) you want to update.
3. Click the Toolkit , then select Perform Cost Update | Selected Record(s). A prompt appears asking you to confirm that you want to run the tool against a specific number of records.
4. Click OK. Lucity updates the Cost fields on the selected Planned Task records.

1. Open the Work > Planning and Budgeting > Tasks module.
2. Create a filter to identify the Planned Task records from which you want to remove existing Guidelines.
3. Click the Toolkit then select Remove Existing Guidelines | Current Filter. The following warning appears.

4. To continue, click OK. After a few seconds, a message appears in the bottom-right-hand corner of the screen to indicate that the tool ran successfully.

   If you open any of the filtered Planned Task records, you'll see that the Modify Guidelines option is unchecked and all fields in the Specific Guidelines section are empty.

1. Open the Work > Planning & Budgeting > Tasks module.
2. Use CTRL + click to select the Planned Task record(s) from which you want to remove existing Guidelines.
3. Click the Toolkit then select Remove Existing Guidelines | Selected Record(s). The following warning appears:

4. To continue, click OK. After a few seconds, a message appears in the bottom-right-hand corner of the screen to indicate that the tool ran successfully.

   If you open any of the selected Planned Task records, you'll see that the Modify Guidelines option is unchecked and all fields in the Specific Guidelines section are empty.

1. Open the Work > Planning and Budgeting > Tasks module.
2. Select the Planning Task record for which you want to update Resource costs.
3. Click the Toolkit and select Update Resource Costs using Classifications | Selected Record. A pop-up appears, asking whether you want to continue.
4. Click OK. Lucity updates the Unit Costs and Total Costs for Employee and Equipment Resources associated with the Planned Task and recalculates the Planned Task's costs.