Forecasting PMs

View and adjust the due dates for selected equipment in a forecasted PM session to balance the PM workload. Drag and drop dates as necessary to change due dates and balance the workload.

Note: The system displays existing PM work orders with a Released or Completed status on this form; however, their due dates cannot be changed.

To forecast PM's:

  1. Open the PM Forecasting form.
  2. Choose one of the following options:
    • For a new session—Enter the appropriate parameters.
      Note: You must select equipment for which to forecast PMs on the Preview page. To begin PM forecasting, click Start PM Forecasting on the Preview page.

      To view the Preview page, select Tab Available on the Child Equipment page for your user group, and then select Enable Child Equipment Tab on the Parameters page of the PM Forecasting form. Contact your System Administrator for more information.

    • For an existing session—Enter the Session ID. The system automatically populates the parameters for the existing session. Click the Forecasting tab.
  3. Select the equipment for which to forecast PMs on the Preview page, and then click the Forecasting tab, or click Start PM Forecasting on the Preview page. Drag and drop date cells as necessary to change due dates and balance the workload.
    Note: The system locks all PM equipment records related to the selected equipment and PMs. The system does not allow changes to the PM equipment record or PM generation until after the forecasting session is Approved or Cancelled. The system displays the Session ID responsible for locking the record on the PM equipment record.

    To cancel the forecasting session, click Cancel Session.

    If a PM is brought into the session via parameters selected and the PM equipment is selected on the Preview page, the system automatically includes all PMs in the nest regardless of whether or not the other PMs in the nest meet the selected criteria.

    All PMs in a nest for specific equipment are represented by a single row on the Forecasting page, i.e. all frequencies in the nest are represented on the calendar portion of the row. Otherwise a row represents a unique PM and equipment.