Schedule Work Orders/PM Action Occurrences/Work Tasks/Work Lists Automatically or Using
Drag-and-Drop
Explanation
This activity is used to schedule or reschedule work tasks/ PM work lists using the Maintenance Planning Board (MPB), either manually or
automatically. This can be performed on
sites which have been set up to use the MPB. Scheduling can be carried out either automatically or
using the drag-and-drop of work tasks/work lists. This activity can be used to move individual
work task/work list or the entire work order, PM action occurrence or
work order structure at a
time.
Prerequisites
- The work orders/PM action occurrences which are to be scheduled must
have been loaded to the Maintenance Planning Board.
- The work orders/PM action occurrences which are to be rescheduled using
drag-and-drop must have allocated resources and planned start, finish dates.
- The work orders/PM action occurrences must have at least one work
task/work list
System Effects
N/A
Window
Maintenance Planning Board
Maintenance Planning Board for Planning Network
Related Window Descriptions
Maintenance Planning Board Client
Change Schedule
Procedure
Automatic scheduling:
- In the
Activities tab of the
Maintenance Planning Board, select the work task/work list which you want to perform this
activity.
- Right-click and then click
Scheduling. This will open the Change Schedule window.
- Select the required scheduling options in the
Scheduling action(s), Schedule Mode and Resource Assignments
areas.
- If critical work to be prioritize select the check box Prioritize
critical work
- Click OK. The order will be scheduled
according to the options selected in step 3. You can see this in the Gantt
chart.
- Drag the selection into the Gantt chart and Expand to see the schedule
Manual Scheduling - Drag and Drop
- In the
Activities tab of the
Maintenance Planning Board, select the work task/work list which you want to perform this
activity.
- Drag the order into the Gantt chart and see the schedule indicated with
a bar to be drag and drop.
- Select the work task/work list's bar right-click and drag it using right-click to find a available time slot.
- Release the mouse button when the black shadow of the work task/work
list moves to
the place where you expected to schedule.
Manual Scheduling - Insert
- In the
Activities tab of the
Maintenance Planning Board, select the work task/work list which you want to perform this
activity.
- Drag the order into the Gantt chart and see the schedule indicated with
a bar to be drag and drop.
- Select the work task/work list's bar and left-click and drag and
drop to schedule the work task/work list in a required time slot while moving
other scheduled order.
Manual Assign Resources Ignoring Constraints
- In the
Activities tab of the
Maintenance Planning Board, select an unscheduled work task/work list which you want to perform this
activity.
- Drag resource or resource group object in to the roles of work task/work
list dialog. It should be possible to assign resources manually by ignoring
constrains.
- Select the work task/work and automatically schedule by selecting
Maintain Resource Assignment.
Note : Rescheduling can be performed on work order, work order structure, PM
action occurrence, object structure, resources or collection of these in
Master Data tab as well