Adding Parts to a Work Plan
You can add parts to the Work Plan that appear as recommended parts at runtime. For example, if you add refrigerator tray as a part for a work plan created for refrigerator maintenance, the part is displayed as recommended part on the work plan for work orders raised for installed products of type refrigerator.
The Parts tab of the work plan displays the recommended parts added to the work plan.
When adding recommended parts to a work plan, you can filter parts based on the Product Structure. In the Add Parts pop-up window, You can use the Filter By Product option to filter Parts based on the Product or Product Family that are added in the Applies To tab of the Work Plan. When you apply this filter, the system lists all related parts or SBOMs of the selected Product or Product Family.
This allows you to quickly find and add relevant parts to the Work Plan, avoiding incorrect or unrelated parts.
To enable this filter, you must select the Restrict ‘Add Parts’ based on Product Structure option in Parts Settings. For more information, see Configuring Parts Settings.
Also, ensure that the Product Structure is enabled in your org.
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It is optional to add parts to the work plan.
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To add parts to a work plan:
1. From the Home page, go to the Work Plan Library.
The existing work plans are listed.
2. Open the work plan to which you want to add parts.
3. Click the Parts tab.
All the parts already added to the work plan, if any, are displayed.
4. Click Add Parts.
The Add Parts modal window is displayed.
5. In Filter By Product, select the Product or Product Family based on which you want to filter parts. The related Parts or SBOMs based on Product Structure of the selected Product is displayed.
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By default, Show Parts for All Products option is selected.
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6. Select the parts you want to add.
You can use the Search or the Advanced Search option to search for the parts you want to add.
◦ When you use the Search option, type at least three characters before clicking Enter. The narrowed down parts list as per the search criteria is displayed.
◦ When you use the Advanced Search option, click Advanced Search and specify the search criteria. You can add multiple search criteria.
7. Click Save.
You are navigated to the Parts tab of the work plan, with the parts you added displayed in the tabular format. The number of parts currently added to the work plan is indicated with the tab name.
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After you add parts to a work plan, you can manage the parts by performing some actions on them. For more information, see Managing Parts in a Work Plan.
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