Creating and editing PM work packages

Organization

Specify the organization to which the work package belongs.

PM Work Package

Specify a unique code identifying the work package, and then enter a description of the work package in the adjacent field.

Class

Specify the class of the work package. The system automatically populates Class Org.

WO Type

Select the work order type of the work package.

Parent Equipment

Specify the equipment on which to perform the work package. The system automatically populates Parent Equipment Org.and Department.

Department

Specify the department to which the work package belongs.

WO Status

Select the work order status of the umbrella work order under which the work package is created.

Trade

Specify the trade performing the work package.

WO Class

Specify the work order class of the work package. The system automatically populates WO Class Org.

PM Type

Select the PM type of the work package.

Due Date

Specify the date that the work package should begin.

Perform Every

Specify the length of the interval of time to pass before the system generates the next PM routine work order. You can enter any value between 1 and 99999, and then select the unit of measure in the adjacent field. The unit of measure for the PM period can be days, months, quarters, or years.

Duration

Specify the estimated number of days needed to complete the entire work package.

People Required

Specify the number of people required to complete the work package.

Est. Workload

Specify the estimated number of hours needed to complete the work package. The system automatically populates Calc. Workload, Last Parent WO, and Changed.

Note: The system calculates Calc. Workload based on the sum of the estimated workload for each PM work order.