Moving activities to PM plans

Move activities from one PM to another or change the sequence of an activity within the same PM.

To move activities to PM plans:

  1. Open the PM Plans form.
  2. Select the PM plan for which to move activities, and then click the Activities tab.
  3. Select the activity to move, and then click Move PM Activity.
  4. New PM Schedule—Enter the PM Schedule to which to move the activity. The system automatically populates the New PM Schedule description and New Activity with the next available activity number.
    Note: If the activity being moved has tools associated with it, the system also moves the tools to the new PM activity.

    You can also renumber activities on the same PM by entering the same PM number for New PM Schedule and entering a New Activity number.

  5. Click Save. The system moves the activity and updates the PM schedule records on both the PM Plans and PM Schedulesforms.