TABLE OF CONTENTS

• Who can access to BP/Work Order Categories reference
• BP Categories
  • How to Create a New BP Category
• Work Order Categories
  • How to Create a New Work Order Category
  • Determining the Default Work Order Category

Who can access BP/Work Order Categories reference

The following user group have access to the Build Plan Categories and Work Order Categories references:

BP Categories

Build Plan (BP) Categories are used to group Build Plans based on shared characteristics for better classification and organization. This helps streamline reporting, analysis, and management of Build Plans.

Examples of Build Plan Categories:

• Tiger Team
• 5G Upgrade
• Colocation
• Repairs
• Installation Services

BP Categories can also be utilized as data breakdowns in Profit & Loss (P&L) statements, allowing for more detailed financial analysis by category.

How to Create a New BP Category

Method 1: Via BP Categories Reference

1. Open the BP Categories reference using the Quick Launch.
   • Access Quick Launch from either the web portal or desktop client.
   • Type BP Categories and open the reference.
2. Click Create Record on the top ribbon.
3. Enter the Name and Code for the new category.
4. Click Save to add the category.

Method 2: During Build Plan Creation

1. In the Status Dashboard or Calendar, click New Build Plan.
2. Click the + icon next to the Category field.
3. In the New Category window, enter the category name.
4. Click Create.
5. The newly created category will be automatically pre-filled in the Build Plan Requests form.
6. Continue with the Build Plan generation process.

Work Order Categories

Work Order Categories group Work Orders that share common features or types of work. Categorizing Work Orders simplifies management, tracking, and reporting of specific work types within Build Plans.

What is a Work Order?

A Work Order defines the detailed scope and type of work within a Build Plan. It may be assigned a category that corresponds to the work’s nature.

By organizing Work Orders into categories, you can efficiently monitor progress, allocate resources, and generate reports focused on particular work types.

Examples of Work Order Categories within a Build Plan

• Build Plan: Site Upgrade
• Work Order Categories:
  • Equipment Upgrades
  • Network Infrastructure Upgrades
  • Priority 1, Priority 2, etc.
    

How to Create a New Work Order Category

1. Open the Work Order Categories reference using the Quick Launch.
   • Access Quick Launch from either the web portal or desktop client.
   • Type Work Order Categories and open the reference.
2. Click Create Record on the top ribbon.
3. Enter the Name for the new category.
4. (Optional) Fill in the Main Category.
5. (Optional) Select a Color.
   • This color will be used as the stroke color for dispatches of Work Orders in this category, displayed on the Calendar dashboard.
     
6. Click Save to add the new category.

Determining the Default Work Order Category

You can set a default Work Order (WO) Category to streamline the categorization process. The Work Order Type is used to determine this default category, which will be automatically applied to all Work Orders generated under that specific type.