PM Template

create pm icon

The PM/Template tool allows users to generate PM/Template records. Users can choose to create a PM/Template based on the filterset or on the records selected in the grid.

 

How To Create a PM/Template

  1. Create a filter for the records that need a PM OR select all the records in the grid that need a PM.
  2. Click the create pm icon button. The following pop-up appears:

    create pm

  3. Under Create PM(s) for..., choose whether to create the PM for the Selected Record(s) OR for the FIltered Records.
  4. Select a Category. (Click the Category button to view the category tree.)
  5. Select a Main Task.
  6. Click OK. The system opens the default PM/Template view. If a default view does not exist, the system creates the PM/Template in the database, but it does not appear on screen. Instead, a notation appears above the grid to indicate that the operation succeeded.