Release management plans

After you create a release, you can use the Plans tab to specify estimates for labor, craft, materials, services, and tools. you also can add child releases and create tasks for the release.

Job plans

An easy way to add a work plan to a release is to associate a job plan with the release. When you insert an identifier in the Job Plan field, the system copies the job plan, called a work plan, to the release. You can also add a job plan by using another application to generate a release that already has a job plan

Tasks

You can insert or edit work plan tasks on the Plans tab. You can also add inspection data for the work asset.

If a current work plan is based on a job plan, the system copies all task and plan data from the job plan. The job plan serves as a template for the work plan. Changes you make to the work plan on the release do not affect the original job plan.

You can add or edit plan tasks until the release is closed. You cannot delete tasks if the release is approved or has actuals reported for the task.

After you close the release, you can use the Edit History Release action to add or modify tasks.



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