Create Work Orders from the Budget Worksheet

Create a Work Order from the Budget Worksheet

1. Select the Worksheet icon on the Driver Tab to view the Budget Worksheet
2. Select the Hamburger icon (square with three lines) next to the budget's line item and select Create Order from the drop down menu to open the Order Creation page
3. On the Order Creation page, select the appropriate Order Class associated with the work effort that is being created. For example, the production personnel should be booked to a production work order. Click Submit to save your changes
4. The Work Order created from the Budget Worksheet will then be displayed in the Orders tab of the left hand navigation panel and within your Budget's Orders Driver Tab.