PMs

The Projection Report can be used to view Work Orders that are scheduled to be generated in the future. This can be useful when Users want to plan ahead and know when Work Orders will be generated.

This article provides steps to create a Meter-Based PM. These PMs are generated based on Meter Readings rather then on a set schedule.

This article provides steps on how to create a Calendar Based PM.

This article provides information on the PM Next Due Date field and how to ensure that it is updated when an Asset is re-activated.

Learn how to streamline your project management workflow by automatically generating project reports and updates.

This article will explain how to use the Generation Lead Days field on a Meter Based PM.

This article provides steps to manually generate Work Orders from a PM Template.

This article provides steps on how to Approve a PM.

This article provides steps on how to Add or Remove Instructions from a PM Template.

This article provides information on the 12/31/1900 date which can appear as a placeholder date on a PM.

This article provide steps on how to create a PM Template.

This article provides information on how to setup PM Shadowing. This can be used to suppress a PM from generating to prevent duplicate Work Orders.

This article provides information on the Generation Lead field found on PM Templates and how this value is calculated.

This article provides solutions to common issues that may prevent PMs from generating.

This article provide steps on how to use a filter to print PMs.

This article will explain how to add both a Calendar and Meter schedule to one PM. The resulting PM will then generate Work Orders based on both schedules.

This article provides information on the History section of PM Templates.

This article provides solutions if the manual generation of PMs is not generating as expected.

This article provides information how to set a PM to Floating or No Duplicates.

This article provides information on how to Print a PM Template.