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Linking CPR Action Plans to Projects

Any action plan that recommends modification or redesign of the asset can be associated with a project to plan to track the modifications. The action plan must have the status Facilitation Completed before it can be assigned to a project. You can create a project for an action plan or link an existing project to it. Each action plan can be linked to more than one project. Similarly, a single project can have more than one action plan linked to it.

To view the projects linked to an action plan, select the Implementation view, Projects tab in the analysis window. When viewing a project, you can see a list of the action plans that are linked to it. See Working With a Project’s Links to CPR Action Plans.

This section explains how to link action plans to new and existing projects.

To Link an Action Plan to a Project

1.	Open the review and select the Implementation view, Action Plans tab.

2.	Right-click the action plan, click Link to a Project and then Modifications. The Request Project for Failure Mode Modification dialog appears.

Note: An action plan must recommend the Modification/redesign action and have the status Facilitation Completed, before the Link to a Project option is available.

3.	To link the action plan to a new project, do the following:

•	Click Create a new project.

•	Select a project type from the list.

•	Click OK. A new project is created and the Project window appears. The action plan is referenced on the Properties view, Action Plans tab.

•	Define the properties of the project, as required, and close the window.

4.	To link the action plan to an existing project, do the following:

•	Click Link to an existing project.

•	In the Project box, click the browse icon () to open the Project Selector dialog. Select the project and click OK. The project name, description, and status are added to the Request Project dialog.

•	Click OK. The Project window appears. The action plan is referenced on the project’s list of linked action plans. When you are finished, close the Project window.

You can link the action plan to as many projects as required.