Scheduling the plan along with the transactions

This page allow you to schedule the transactions that are defined as a part of the plan. Tell me more.

Select the “View Transactions” link from the bottom of the “Schedule Maintenance Plan” page.

The “View Transactions” page appears.

The system displays the following fields:

Plan No.	The number of the plan for which you wish to view the transactions.
	The description of the plan is displayed alongside.
	Zoom facility available
Plan Status	The status of the plan, which can be “Confirmed” or “Closed”.
Plan Sch. Start Date	The date on which the plan is scheduled to start.
Est. Duration (Hrs.)	The number of hours required for carrying out the plan.
Sch. Compl. Date	The date on which the plan is scheduled to complete.
Plan Type	The type of the plan.
Plan Category	The category of the plan.
Est. Cost	The estimated cost of carrying out the plan.
Calendar	The calendar of the plan as defined in “Microsoft Project”.

The system retrieves in the “Transactions” multiline, the transactions (except those that are in the “Canceled” status), that must be carried out as a part of the plan.

Transaction No.	The number of the work order, inspection order or calibration order that must be carried out as a part of the plan.
Transaction Type	The type of the transaction, which can be “Work Order”, “Inspection Order” or “Calibration Order:”
Desc.	The description of the transaction.
Trans. On	The maintainable object on which the transaction has been raised. The system displays “Equipment” or “Location”.
Code	The equipment or location for which the transaction has been raised.
Sch. Start Date	The date on which the transaction is scheduled to start.
Time	The time at which the transaction is scheduled to start.
Sch. Compl. Date	The date on which the transaction is scheduled to complete.
Time	The time at which the transaction is scheduled to complete.
Work Group	The work group that is responsible for carrying out the transaction.
Supervisor	The login ID of the supervisor who is responsible for supervising the work carried out on the transaction.
Duration	The number of hours required for the completion of the transaction.
Status	The status of the transaction.
Calendar	The calendar of the plan.
Est. Cost	The estimated cost of carrying out the transaction.

Check the “Include Work List and Services” box to schedule the plan along with the details of the tasks and procedures.

To export into Microsoft Project

Note: On exporting, the system checks if the plan was already exported to Microsoft Project for scheduling. If the plan has been exported before, the system exports the plan again for scheduling, provided that the option “If A File With The Plan Name Found In MSP” has been set as “Always overwrite the file” in the “Option Setting” activity.

Click the “Export To MSP” pushbutton to export the details of the plan for scheduling into Microsoft Project.

The system exports the following into Microsoft Project for scheduling:

All the work orders, inspection orders and calibration orders that are displayed in the multiline.
If work orders have been exported, then all the skill requirements that have been defined for the tasks of the work order.
The start date and the end date of the plan.
Any relationship between the various tasks.
For defining relationships between tasks, select the “Relationships” link provided at the bottom of the page.
If the “Include Work List and Services” box is checked, the system exports all the tasks, prodecures and services that have been defined as a part of the plan.

To import from Microsoft Project

Note: You need to click the “Import From MSP” pushbutton only if the option “Option For Data From Proj. Management Application” has been set as “Do Not Update the data directly” in the “Option Settings” activity. If this option has been set as “Update the data directly”, the system imports the scheduled details of the plan directly from Microsoft Project into the application.

Click the “Import From MSP” pushbutton to import the scheduled details of the plan from Microsoft Project.

Note: Before importing the schedule plan, the system checks if the plan has been modified after it has been exported to Microsoft Project. If the plan has been modified, the system imports the scheduled plan only if the “If The Plan Has Been Modified After Exporting” option has been set as “Allow Import of data” in the “Option Settings” activity.

The system imports the following details of the scheduled plan from Microsoft Project to the application:

The start and end dates, the duration, calendar and relationships of the tasks as per the scheduling done in Microsoft Project.
If any of the tasks are identified as critical, the system sets the “Critical?” field as “Yes” in the multiline.
If the scheduling is done for work orders and if the work orders are scheduled by “Work Order”, the system

	re-schedules the work order
	all dates of all the tasks are overwritten by the scheduled dates of the work order
	increases the scheduling count of the work order

If the scheduling is done for inspection orders and calibration orders, the system imports the dates and duration of the transaction from Microsoft Project.The start and end dates, the duration, calendar and relationships of the tasks as per the scheduling done in Microsoft Project.
If any of the tasks are identified as critical, the system sets the “Critical?” field as “Yes” in the multiline.

The system displays the following fields in the “Record Statistics” group box:

Created By	The login ID of the user who created the plan.
Created Date	The date and time at which the plan was created.
Last Modified By	The login ID of the user who last modified the plan.
Last Modified Date	The date and time at which the plan was last modified.

To proceed, carry out the following

Select the “Relationships” link from the bottom of the page to define the relationship between various work units in the plan.

Scheduling the plan along with the transactions – An overview

You can schedule the transactions that are defined as a part of the plan in this page. The system retrieves in the multiline, all the transactions that must be performed as a part of the plan. You can export the transactions to Microsoft Project for scheduling. The following details are exported:

All the work orders, inspection orders and calibration orders that must be performed as a part of the plan.
All the skill requirements that have been defined for the tasks of the work order, if work orders have been exported..
The start date and the end date of the plan.
Any relationship between the various tasks.

You can also export any tasks and procedures that are defined as a part of the plan to Microsoft Project for scheduling.

The plan is scheduled in Microsoft Project and the start dates and end dates are fixed for every task, procedure or transaction.

After scheduling, you can import the scheduled details back to application and view the results of scheduling.

Prerequisite

Create Maintenance Plan under the “Maintenance Planning” business component.

What you can do in this page

Schedule the maintenance plan including the tasks and procedures

You can include the tasks, procedures and services that are defined as a part of the plan while scheduling in Microsoft Project.

Check the “Include Work List and Services” box to include the tasks, procedures and services for scheduling.