Creating activities for PM schedules on PM plans

Create activities for PM schedules on PM plans to conveniently add activities for PM schedules. The Activities page of the PM Plans form functions in the same manner as the Activities page of the PM Schedules form.

See Defining Activities of PM Work Orders.

The functionality of the Activities page of the PM Plans form is unlike the functionality of the Equipment page of the PM Plans form because additions/revisions made on the Activities page affect only the selected PM schedule and do not affect/update all of the PM schedules on the PM plan.

See Adding Equipment to PM Plans.

To create activities for PM schedules on PM plans:

Select Work > WO Planning > PM Plans.
Select the PM plan for which to create activities, and then click the Activities tab.
Click Add PM Activity.

Note: To update an existing activity or PM schedule, select the activity to update. The system populates PM Schedule, Activity, Trade, Task, Material List, Estimated Hours, People Required, Start, and Duration from the selected activity record.
Specify this information:

PM Schedule

Specify the PM schedule. The system automatically populates Activity with the next consecutive number according to the INCRLINO installation parameter and populates People Required, Start, and Duration with "1".

Trade

Specify the trade required to perform the activity.

Task

Specify the task code for the activity.

Material List

Specify the code identifying the material list that contains the parts needed for the activity.

Estimated Hours

Specify the estimated number of hours required to complete the activity.

People Required

Modify the number of people required to perform the activity as necessary. When you enter a Trade and Estimated Hours, the system populates People Required based on the following equation:
People Required = (Estimated Hours / Duration x the value of the WORKDAY installation parameter)

Start

Specify 1 if the activity is to start on the same day that the standard work order starts. Specify 2 if the activity should start on day 2 of the standard work order, etc.

Duration

Specify the estimated number of days to complete the PM.
Click Submit.

Note: To copy the activity, select the activity to copy, and then click Copy PM Activity. The system inserts a new PM Activity Details record and populates Trade, Task, Material List, Estimated Hours, People Required, Start, and Duration from the selected activity. Enter a PM Schedule, and then click Submit.