Adding Budgeted Quantities

To track progress, you will need to add budgeted quantities to all of the activities on the order. 

Video Overview

Add Units to Activities

Before adding a quantity to an activity within an order, you'll need to assign units to your activities. 

1. Go to Work Planning > Activities
2. Check that all desired activities have units assigned (see Unit column)
3. If an activity does not have units, click the activity name > input the quantity 

Add Activities and Quantities to Orders

1. Go to Work Planning > Scheduler
2. Add New Work Order or Edit Work Order
   • Note: if you create an order from the Work Orders page, you'll need to edit the order from the Scheduler to add activities with quantities.
3. On the right-hand window, go to the Activities tab
4. Select the appropriate activities for the order
5. Add a completion quantity for each activity
   • Note: if you don't add a target quantity, the site supervisor can still report progress against this activity. However, Assignar will not be able to display the progress percentage on the Order Progress page.
6. Save Work Order