Copying PM plans

Copy PM plans to quickly create a new PM plan by copying information from an existing PM plan to a new plan.

To copy PM plans:

  1. Open the PM Plans form.
  2. Select the PM plan to copy, and then click the Record View tab.
  3. Right-click on the form, and then select Copy PM Plan.
  4. New PM Plan—Enter a unique code identifying the new PM plan, and then enter a description of the PM plan in the adjacent field.
  5. Custom Field Values, Comments, Activities, PM Schedules, Equipment, and Documents—Select which related details to copy to the new PM plan.
  6. Click Submit.