Defining equipment parameters for PM forecasting

Define parameters to select the equipment and PMs for which to forecast preventive maintenance.

  1. Select Work > WO Planning > PM Forecasting.
  2. Specify this information:
    Parameter List
    Select the saved selection parameters.
    Forecast Start Date
    Specify the estimated start date for the forecasting session.
    Forecast End Date
    Specify the estimated end date for the forecasting session.
    Session ID
    Specify the ID for the session.
    Note: Specify Session ID if you are working on an existing session. If you are creating a new session, the system automatically populates Session IDafter you click Process.
    Equipment
    Specify the equipment for which to forecast preventive maintenance.
    Top Level
    Specify the top level equipment. The system does not display on the Preview page any equipment above the selected equipment in the structure.
    Type
    Specify the type of equipment.
    Class
    Specify the class of the equipment.
    Category
    Specify the category of the equipment.
    Criticality
    Specify the criticality code to indicate the relative importance of the equipment to the overall production of PM.
  3. Specify this PM Parameters information:
    PM Schedule
    Specify the PM schedule.
    Class
    Specify the class of the PM schedule.
    Nesting Reference
    Specify the nesting reference for the PM schedule.
    Priority
    Specify the priority of the PM schedule.
    WO Type
    Specify the work order type of the PM.
  4. Specify this PM Equipment Parameters information:
    Work Order Org.
    Specify the work order organization of the PM.
    WO Class
    Specify the class of the work order of the PM.
    Department
    Specify the department of the PM equipment.
    Location
    Specify the location of the PM equipment.
    Assigned To
    Specify the person responsible for the PM equipment.
    Cost Code
    Specify the cost code of the PM equipment.
    Supervisor
    Specify the supervisor for the PM equipment.
  5. Specify this Generating PM Work Orders information:
    Parent Equipment Type
    Select the check box to display Parent, Parent Org., and Parent Description for each equipment displayed on the Preview page.
    Include Children
    Select the check box to include the children of the selected equipment in the list of equipment for which to forecast PMs.
    Minimum PM Frequency (Days)
    Specify a number to determine whether the system will include or exclude PMs for equipment with periods less than the number of days specified.
    Enable Child Equipment Tab
    Select the check box to enable the Child Equipment page so that the system displays the page.
  6. Specify this Forecasting Options information:
    Work Order Background Color
    Specify the background color for the work order.
    Actual Due Date Background Color
    Specify the background color for the actual due date.
    Forecast PM Background Color
    Specify the background color for the forecasted PMs.
    Weekend Background Color
    Specify the background color for weekends.
    Locked PM Due Date Text Color
    Specify the text color for locked PM due dates.
    Perform On Day Text
    Select one of the following options for the text type for which to display the value for Perform On Day:
    Select Underscore to display the text value for Perform On Day as Underscore type.
    Select Italics to display the text value for Perform On Day as Italics type.
    Yearly Designator
    Specify a value to designate a year, e.g., Y for Yearly.
    Quarterly Designator
    Specify a value to designate a quarter, e.g., Q for Quarterly.
    Monthly Designator
    Specify a value to designate a month, e.g., M for Monthly.
    Weekly Designator
    Specify a value to designate a week, e.g., W for Weekly.
    Daily Designator
    Specify a value to designate a day, e.g., D for Daily.
    Work Hours per Day
    Specify the number of hour per workday.
    Note: The system automatically populates Work Hours per Day based on the WORKDAY installation parameter. Work Hours per Day is used by the View Resource Load pop-up and the Resource Load Graph on the Forecasting page.
    Maximum Rows per Page
    Specify the maximum number of rows of equipment to display on the Forecasting page. Specifying a value greater than 20 may cause the system to delay the performance.
    Prevent Separation Greater than 1 Period Between Forecast Start Date and new PM Due Dates
    Select the check box to prevent the due date from being greater than 1 frequency after the forecasted start date.
    Prevent new PM Due Dates prior to Forecast Start Date
    Select the check box to prevent new PM due dates prior to the forecasted start date when no work orders exist for the PM. If a work order exists for the PM the system prevents the separation between the work order and the first PM due date from exceeding the frequency.
    Allow Session Approval with Active Warnings
    Select the check box to allow the system to approve sessions with active warnings.
  7. Click Process. The Preview page is displayed listing all of the equipment for which to forecast PMs.
    Note: When Process is clicked, the fields are protected and editing of these values is not allowed for the current session.

    When Process is clicked, only the Equipment parameters are considered, work order organization, and the Include Children check box to present equipment on the Preview tab. The remaining parameters are not considered when building the Preview list.

Parent topic: Understanding PM forecasting