How do I create a work order?

📋 Work Orders

Creating a Work Order

  1. Go to Admin → Project Admin → Work Orders
  2. Select your project from the dropdown
  3. Click Add Work Order
  4. Fill in: WO number, description, type, activity code, estimated cost, dates
  5. Click Save
Tip: Set the Activity Code — this automatically links entries that use the same activity code to this WO in reports.

To include a WO in the EVM forecast, follow Qualify a WO: purchasing, budget impact, and EVM verification. Estimated Cost alone does not qualify the WO.

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→ What are Work Orders? → How do I qualify a WO so it counts in the EVM cost forecast? → Does a WO need a PO, and what does PO to prepare mean?
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