Creating scheduling sessions in Infor EAM

Create batches of work orders to import into MS Project by creating scheduling sessions in Infor EAM. You can also send resource information to MS Project with the scheduling session.

Note: To return to a previous side-pane while creating a new scheduling session, click the appropriate Go back to button.

To create scheduling sessions in Infor EAM:

  1. Open MS Project.
  2. Choose Infor > Infor EAM .
  3. Set the connection information for the Infor EAM MS Project Interface. See Setting Up Connection Information.
  4. Click Create new scheduling session.
  5. Description—Enter a description of the session.
  6. Organization—Select the organization with which to associate the session if you use multi-organization security.
  7. Include Header Task—Select to display both the work order header tasks and work order activity sub-tasks.
  8. Set Task Duration To Est. Hours—Select to populate Duration of the activity task to the estimated hours of the Infor EAM work order activity.
  9. Click Save and go to Step 2.
  10. From—Enter the beginning date of the work order activity start dates included in the session.
  11. To—Enter the ending date of the work order activity start dates included in this session.
  12. Click Save and go to Step 3.
  13. Choose one or more of the following criteria for filtering work orders to include in the session:
    • Project—Click Project, and then select the projects to include in the list of work orders.
    • Department—Click Department, and then select the departments to include in the list of work orders.
    • WO Type—Click WO Type, and then select the work order types to include in the list of work orders.
    • WO Status—Click WO Status, and then select the work order statuses to include in the list of work orders.
    • Priority—Click Priority, and then select the priorities to include in the list of work orders.
    • Trade—Click Trade, and then select the trades to include in the list of work orders.
    • Equipment—Click Equipment, and then enter the first letter(s) in the spelling of the pieces of equipment to include in the list of work orders. Click Refresh. Select the pieces of equipment to include in the list of work orders.
    • Equipment Class—Click Equipment Class, and then select the equipment classes to include in the list of work orders. The system displays the selected criteria in the preview-pane.
    • Assigned By—Click Assigned By, and then select the supervisors to include in the list of work orders.
  14. Click Display Results. The system displays a list of unlocked work order activities that matches the activity start date range and the criteria you selected. Select the work order activities to include in the new scheduling session.
    Note: Check Select to select all of the work order activities.

    You cannot select work order activities that are associated with existing open sessions.

    You cannot select work order activities with Estimated Hours equal to 0.

  15. Click Save and go to Step 4.
  16. Choose one or more of the following criteria for filtering employees to include in the session:
    • Department—Click Department, and then select the departments to include in the list of employees.
    • Trade—Click Trade, and then select the trades to include in the list of employees.
    • Class—Click Class, and then select the classes to include in the list of employees. The system displays the selected criteria in the preview-pane.
  17. Click Display Results. The system displays a list of employees that matches the criteria you selected. Select the employees to include in the new scheduling session.
    Note: Check Select to select all of the employees.
  18. Click Save and go to Step 5.
  19. Choose one or more of the following criteria for filtering suppliers to include in the session:
    • Class—Click Class, and then select the classes to include in the list of suppliers.
  20. Click Display Results. The system displays a list of suppliers that matches the criteria you selected. Select the suppliers to include in the new scheduling session.
    Note: Check Select to select all of the suppliers.
  21. Click Save and go to Step 6.
  22. Choose one or more of the following criteria for filtering maintenance equipment to include in the session:
    • Department—Click Department, and then select the departments to include in the list of maintenance equipment.
    • Class—Click Class, and then select the classes to include in the list of maintenance equipment.
    • Category—Click Category, and then select the categories to include in the list of maintenance equipment.
  23. Click Display Results. The system displays a list of maintenance equipment that matches the criteria you selected. Select the maintenance equipment to include in the new scheduling session.
    Note: Check Select to select all of the maintenance equipment.
  24. Click Save and go to Step 7.
  25. Click Class to select the classes to include in the list of tools.
  26. Click Display Results. The system displays a list of tools that matches the criteria you selected. Select the tools to include in the new scheduling session.
    Note: Check Select to select all of the tools.
  27. Click Save and Finish.
    Note: When saving the record, the system also imports the work order activity and resource (employee, supplier, maintenance equipment, and tool) records for the session into MS Project.