Configure Planning Data¶
When you choose from the main menu of NEXUS IC, you can configure functions related to planning tasks or workpacks as described below.
Cost Codes¶
Under this item, you can define the list of cost codes which workpacks can be allocated to. When you edit a workpack on the WORKPACKS screen, from the Cost Code field, you can select from the values that have been defined here.
Cost code allocation can be useful if it ties in with an external CMMS.
Schedule Types¶
You can optionally define a list of schedule types that can be assigned to planning tasks for grouping, filtering or reporting purposes.
Task Categories¶
You can set up task categories to group tasks. If your database contains different kinds of data, for example, some below-water and some above-water data, you can create one task category for “Above water” and another for “Below water”. Or, you can separate “below water” into “ROV” and “Diver”.
Task Status¶
You can define a list of statuses that can be assigned to workpacks.tasks for user-defined categorisation. For example, it can contain entries describing why a task could not be completed, such as item inaccessible, item non-existent, task is a duplicate, and so on.
Workpack Groups¶
You can create workpack groups to group your workpacks for filtering, searching, reporting or any other purposes. You can assign workpack groups to workpacks on the Workpacks screen.
Workpack Revisions¶
You can define revisions for workpacks, which can indicate at what stage the workpack is in, for example, planning stage, completed, and so on. In this configuration dialog, you can also do the following:
Assign a number to a specific workpack revision (Level field)
Indicate whether you want the workpack with the specific revision to be updated by planning template changes
Set all workpacks with the given revision to read-only.
By default, the grid on the Workpacks screen is grouped by Revision.