AssetWise CONNECT Edition Help

To Add a Task Item to a Communication

Follow these steps to add a task item to a communication.
  1. Open the communication for which you want to add a task item.
  2. Select the Task Items tab. This tab lists all task items associated with this communication.
  3. From the Actions menu, select Add task item. The Add Task Item dialog appears. For example:
  4. In the Item box, select the ellipses ( ... ) to browse to the item that you want to add. The Select an Item dialog appears. For example:
  5. Select a Price List from the list. A list of prices appears, for the selected price list.
  6. Select a Price List Item from the list and click Update. The Item appears on the Add Task Item dialog.
  7. Enter the Cost Per Item in the box provided.
  8. Enter the Planned Quantity in the box provided.
  9. Enter the Planned Cost in the box provided.
  10. Enter the Actual Quantity in the box provided.
  11. Enter the Actual Cost in the box provided.
  12. When you are finished, click Save. The task item is associated with the communication.
  13. Repeat steps 3 to 12 for each task item that you want to add.