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FAQ/Job Plans - Why are some Job Plans not able to be assigned to a Task?

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Frequently Asked Question re: Job Plans in the Planner Portal

The Planning Wizard allows you to assign a Job Plan to an existing Task.  The Job Plan must meet all the "planned requirements" in order for it to be able to be assigned.  

Go to the Planner Portal:  Planner/Scheduler > Planning.  Click the Box in front of the Task and click on the Magic Wand Icon.  This will take you into the Planning Wizard.

Job Plans that show up in the Associated Job Plans for this Asset ID should meet all the planning requirements and be able to be assigned by clicking the button.

When using the Search Job Plan functionality, those that do not have all the criteria met will show up as "Not Assignable."  The gold circular "!" icon will tell you the reason why.  

You can duplicate the tab and go to the Job Plan and fix the problem if you want to use that Job Plan on this Task.

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