Data Management Capabilities > Managing Plans > Execution of Plans > Track Work > Track New Work
  
Track New Work
Use this action to add the selected objects to an existing deliverable activity. You must already be assigned as a resource to that activity. For more information about deliverable activities, see Deliverable Activities.
This action appears in the following locations:
• Folder Contents table
• Right-click actions menu for subject objects
• Baseline Objects table located on baseline information pages
• The Actions menu located on subject object information pages
• The Actions menu available from the Plan Activities table
1. Under the Select Activity step, use the Plan drop-down menu to select the plan that includes the activity you want to select. The options that appear in the step are constrained by the following:
◦ The plan must include at least one deliverable activity that you are assigned to as a single resource.
◦ All manual plans are eligible. However, if working with an automatically executed plan, the plan must be in the In Process state.
◦ The deliverable activity tracking policy must be compatible with the object types selected. For more information, see Deliverable Activities.
2. Click the find icon to search for the deliverable activity. You can search by activity name or ID. Leave the search fields blank and click Search to view all activities. Eligible activities include the following:
◦ The activity is a deliverable activity that you are assigned to as a single resource.
◦ The activity is part of a manually executed plan. If the plan is in automatic execution mode, the activity must be in the In Process state.
◦ The tracking policy for the activity must be compatible with the object type selected. For example, if you are using the Track New Work action on a baseline, activities with the Latest Revision tracking policy are not compatible. For more information, see Deliverable Activities.
3. Under the General step, your resource assignment attributes appear. You can use these fields to track completed work and modify the assignment:
Actual Work
% Work Complete
To track how much work you have completed:
• Enter the number of hours you have spent on the activity into the Actual Work field.
or
• Enter a percentage into the % Work Complete field.
When you enter a value into one field, the other is automatically calculated.
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Entering a value greater than 0 into either field sets the Actual Start date for the activity.
If you enter 100 into the % Work Complete filed, you complete the activity and set the Actual Finish date.
Remaining Work
Work
To change how much work is necessary for the assignment:
• Remaining Work—The number of work hours you still need to complete.
or
• Work—The number of work hours required to complete the assignment.
When you enter a value into one field, the other is automatically calculated.
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Do not use the Remaining Work or Work fields to track your work progress. You should only set these attributes if the number of overall work hours for the assignment have changed.
When you manually modify the values in these fields, the Work attribute for the associated activity is recalculated, potentially affecting other activities in the plan schedule.
Estimated Finish
Indicates the date and time when the associated activity is scheduled to be completed.
You can manually change this date to indicate that your work cannot be completed by the estimated finish date. If you set a date later than the estimated finish date for the activity, the activity duration is recalculated to adjust.
Actual Finish
Set this field to complete the activity. Otherwise, this date is automatically set when the % Work Complete value is set to 100.
Status
Status Description
Select one of the following:
• Green—Indicates that there are no risks or obstacles; ready to proceed.
• Yellow—Indicates caution; check before proceeding.
• Red—Indicates an alert of high risk; do not proceed.
Optionally, enter a brief explanation for the status setting in the Status Description field.
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This field does not appear if the activity type is configured for automatic calculation. For more information, see Project Status.
Risk
Risk Description
Identifies the probability that the work might not be completed by the due date.
Optionally, enter a brief explanation for the risk setting in the Risk Description field.
4. Under the Deliverables step, you can review the subject objects that are currently assigned to the activity. Use the table actions to add or remove subject objects:
Open the Find Subject Objects For Activity window. From here, you can search for eligible object types.
Only eligible objects appear in the Search Results table. Whether an object is eligible depends on the tracking policy you selected and the context of the plan activity:
• Project activities—The subject object must be located within the same project context. This can include objects that are shared to the project from a PDM context.
• Program activities—The subject object must be located within the same program context.
• Product activities—The subject object can be located in any PLM context (for example, a product, library, or quality context). You cannot include objects located in projects or programs.
Remove selected objects.
Paste one or more objects from the clipboard. If you have ineligible objects included in your clipboard, only the eligible objects are added. An error message appears to alert you that ineligible objects have been rejected.
5. Click Finish to complete your changes.
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Once an activity has been completed, you cannot add or remove subject objects.