Strategy Task Manager

You can navigate to strategy task manager in the following ways:

• Navigate to Setup & Admin > Projections > Strategy Task Manager.
• Navigate to Centrelines > Administration > Strategy Task Manager.
• On the right panel of the Home screen, select Real Equipment . Use the filters to select the relevant equipment, right-click the equipment and select Current Projection.

Double-click a strategy task to open the Edit Strategy Task dialog box.

Key fields on Edit Strategy Task

1. The Task Mode must be Planning Task for the component to display in the long term planning forms.
2. The Planning Lead Time defines when the strategy task will display in the long term planning forms.

   

3. The Capex check box, when selected, identifies the strategy task as a Capital expense. If the check box is not selected, the strategy task is an Operating expense (Opex). If a linked FFDST exists, the Capex check box is selected and cannot be changed. If a linked FFDST does not exist, the Capex check box is not selected by default, but is selectable.
4. For Dealers, Auto generate Workorder History should be selected for non-contract equipment. For contract equipment, it should be cleared as the dealer will be creating contract work orders for the work. These fields are on the Advanced Features tab.

   

5. The Parts Details section displays the default settings for that strategy task. Click Quick Links at the top of the screen and then click Edit Next Due.

   

6.  The three Component Capacity Management fields initially default to the settings in the Base Details tab, but you can edit the values.

   The defaults are only applied when a changeout takes place, so you have to set them manually initially.

7. Sales responsibility should be the sales rep, prime product sales person or account manager. This field is on the Marketing tab.