Defining equipment for PM work packages

Define and specify equipment to include on PM work packages.

To define equipment for PM work packages:

  1. Select Work > WO Planning > PM Work Packages.
  2. Select the PM work package for which to define equipment, and then click the Equipment tab.
  3. Click Add Equipment.
  4. Specify this information:
    Equipment
    Enter the equipment to add to the PM work package. The system automatically populates the equipment description.
    Note: The system displays PM equipment for selection if the PM equipment is marked as work package on the PM header, the PM equipment is a child or grandchild of the parent equipment on the work package header, and meets the following criteria:
    • the status of the PM schedule is Approved
    • the PM equipment's period UOM and type match the period UOM and type of the work package header
    • PM equipment Perform Every and Perform On match the work package header
    • the PM equipment is not currently assigned to another PM work package
    • the PM equipment record is not locked by a scheduling or forecasting session
    • If DEPTSEC=ON, the system displays equipment records if the department of the equipment has corresponding records on the Department Security tab of the logged in user and is not marked read-only
    • the PM equipment is a child or grandchild of the parent equipment on the work package header
  5. Click Submit.