How You Edit a Work Requirement in Redwood

The Work Requirement header, as well as its details, can only be edited if the requirement is in Draft or Ready to Forecast status. While the requirement is in Active status, you can only edit the affected assets tab in the Work Requirement details.

To edit an existing Work Requirement header that's in Draft or Ready to Forecast status, click its hyperlink from the search results, navigating you to the Work Requirement details page. Then, select the action Edit Header at the top of the page, navigating you to the header page in the edit mode.

On this page, you can edit all the attributes, except the Program.

If you update the type or forecast method, you will need to further update work requirement details. Additionally, any changes will require that you generate a new forecast after the changes.

To edit an existing Work Requirement detail that's in Draft or Ready to Forecast status, click its hyperlink from the search results, navigating you to the Work Requirement details page.

For further editing, change the requirement status from planning in Active status back to Ready to Forecast status. The application automatically regenerates the forecast, so you can view the updated results in the Forecast tab:

• The status of due dates in the past or present isn't updated.
• Due dates in the future are updated from Active to Ready to Forecast status if they don't have a work order or have been skipped.

You should only change the status if you need to make significant changes to its modeling or to resolve a forecasting issue. Here are some considerations:

• If edits are made in a timely manner and the requirement or asset is promoted back to planning before any due dates occur in the past, then there shouldn't be any impact. The application automatically regenerates the forecast, so you can view the results in the Manage Forecasts page.
• If edits aren't made on time, you can't promote the requirement or asset back to planning, then due dates in the past may or may not be generated. This could result in gaps in the forecast, skipping intervals or incorrect due dates calculations.

Note: Care should be taken when editing the Modeling details region, as updating the type, and forecast methods may fundamentally change your requirement context and forecast. After editing, it is recommended to generate the forecast to verify the changes. Once satisfied, promote the requirement to planning.