Copying PM plans

Copy PM plans to quickly create a new PM plan by copying information from an existing PM plan to a new plan.

To copy PM plans:

Select Work > WO Planning > PM Plans.
Select the PM plan to copy, and then click the Record View tab.
Right-click on the form, and then select Copy PM Plan.
Specify this information:

New PM Plan

Specify a unique code identifying the new PM plan, and then enter a description of the PM plan in the adjacent field.
Select the related details to copy to the new PM plan:
- Custom Field Values
- Comments
- Activities
- PM Schedules
- Equipment
- Documents
Click Submit.