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:

1. In the Activities tab of the Maintenance Planning Board, select the work task/work list  which you want to perform this activity.
2. Right-click and then click Scheduling. This will open the Change Schedule window.
3. Select the required scheduling options in the Scheduling action(s), Schedule Mode and Resource Assignments areas.
4. If critical work to be prioritize select the check box Prioritize critical work
5. Click OK. The order will be scheduled according to the options selected in step 3. You can see this in the Gantt chart.
6. Drag the selection into the Gantt chart and Expand to see the schedule

Manual Scheduling - Drag and Drop

1. In the Activities tab of the Maintenance Planning Board, select the work task/work list which you want to perform this activity.
2. Drag the order into the Gantt chart and see the schedule indicated with a bar to be drag and drop.
3. Select  the work task/work list's bar right-click and drag it using right-click to find a available time slot. 
4. 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

1. In the Activities tab of the Maintenance Planning Board, select the work task/work list which you want to perform this activity.
2. Drag the order into the Gantt chart and see the schedule indicated with a bar to be drag and drop.
3. 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

1. In the Activities tab of the Maintenance Planning Board, select an unscheduled work task/work list which you want to perform this activity.
2. 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.
3. 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