Defining equipment for PM work packages - HxGN EAM - 12.0.1 - Help - Hexagon

Define and specify equipment to include on PM work packages.

To define equipment for PM work packages:

1. Select Work > WO Planning > PM Work Packages.

2. Select the PM work package for which to define equipment, and then click the Equipment tab.

3. Click Add Equipment.

4. Specify this information:

   Equipment - Enter the equipment to add to the PM work package. The system automatically populates the equipment description.

   The system displays PM equipment for selection if the PM equipment is marked as work package on the PM header, the PM equipment is a child or grandchild of the parent equipment on the work package header, and meets the following criteria:

   • the status of the PM schedule is Approved

   • the PM equipment's period UOM and type match the period UOM and type of the work package header

   • PM equipment Perform Every and Perform On match the work package header

   • the PM equipment is not currently assigned to another PM work package

   • the PM equipment record is not locked by a scheduling or forecasting session

   • if DEPTSEC=ON, the system displays equipment records if the department of the equipment has corresponding records on the Department Security tab of the logged in user and is not marked read-only

   • the PM equipment is a child or grandchild of the parent equipment on the work package header

5. Click Submit.