Click the to expand the desired PM/Template record.
In the Tasks grid, select one or more Tasks records to which you want to add Contractors.
Click the Toolkit in the Tasks grid and select the Add Multiple Contractors for Selected Record(s) tool. The following pop-up appears:
Open the Resource picklist. Choose from Contractor Resources associated with the PM/Template's Category, or select Show All in the bottom left-hand corner of the pop-up to choose Contractor Resources from other Categories.
Use CTRL + click to select one or more Contractors.
Click Select.
Enter the desired number of Contractors in the Units field.
Click OK. The new Contractor(s) now appear in the grid of the selected record(s).
Add Multiple Employees for Selected Record(s)
Adds one or more Employees to the selected PM Task(s) including related Employee data such as Time Cost, Units, Date, and Res Start Time/End Time.
Click the to expand the desired PM/Template record.
In the Tasks grid, select one or more Tasks records to which you want to add Equipment.
Click the Toolkit in the Tasks grid and select the Add Multiple Equipment for Selected Record(s) tool. The following pop-up appears:
Open the Resource picklist. Choose from Resources associated with the PM/Template's Category, or select Show All in the bottom left-hand corner of the pop-up to choose Equipment Resources from other Categories.
Use CTRL + click to select one or more Equipment.
Click Select.
Enter the desired number of Equipment in the Units field.
Click OK. The new Equipment(s) now appear in the grid of the selected record(s).
Add Multiple Fluids for Selected Record
Adds one or more Fluids to the selected PM Task, along with related Fluid data, such as Units, Date, and Res Start Time/End Time.
Click the to expand the desired PM/Template record.
In the Tasks grid, select one Tasks records to which you want to add Fluids.
Click the Toolkit in the Tasks grid and select the Add Multiple Fluids tool. The following pop-up appears:
Open the Resource picklist. Choose from Resources associated with the PM/Template's Category, or select Show All in the bottom left-hand corner of the pop-up to choose Fluid Resources from other Categories.
Use CTRL + click to select one or more Fluids.
Click Select.
Enter the desired number of Fluids in the Units field.
Click OK. The new Fluid(s) now appear in the grid of the selected record.
Add Multiple Material Kits for Selected Record
Adds one or more Material Kits to the selected PM Task, along with related Material Kit data, such as Units, Date, and Res Start Time/End Time.
Click the to expand the desired PM/Template record.
In the Tasks grid, select one or more Tasks records to which you want to add Material Kits.
Click the Toolkit in the Tasks grid and select the Add Multiple Material Kits for Selected Record(s) tool. The following pop-up appears:
Open the Resource picklist. Choose from Material KitResources associated with the PM/Template's Category, or select Show All in the bottom left-hand corner of the pop-up to choose Material Kit Resources from other Categories.
Use CTRL + click to select one or more Material Kit.
Click Select.
Enter the desired number of Material Kits in the Units field.
Click OK. The new Material Kit(s) now appear in the grid of the selected record(s).
Add Multiple Materials for Selected Record
Adds one or more Materials to the selected PM Task, along with related Material data, such as Units, Date, and Res Start Time/End Time.
Click the to expand the desired PM/Template record.
Open the Tasks grid. Select one or more Tasks records to which you want to add Materials.
Click the Toolkit in the Tasks grid and select Add Multiple Materials. The following pop-up appears:
Open the Resource picklist. Choose from Resources associated with the PM/Template's Category, or select Show All in the bottom left-hand corner of the pop-up to choose Material Resources from other Categories.
Use CTRL + click to select one or more Materials.
Click Select.
Enter the desired number of Materials in the Units field.
Click OK. The new Material(s) now appear in the grid of the selected record.
Add Multiple Tasks
Enables you to assign multiple PM Tasks at one time.
Click the to expand the desired PM/Template record.
Click the Toolkit in the Tasks grid and select the Add Multiple Tasks tool. A pop-up similar to the following appears:
The list initially displays Associated options of Tasks with the same Category as the PM/Template. Select Show All to view Tasks associated with a different Category.
Use the Page arrows to navigate to additional pages of Tasks to select from.
Use the checkboxes to select one or more Tasks.
Click Select. The new Task(s) now appear in the PM Tasks grid.
Copy Resources to Another Task for Selected Record
Assigns one or more Resources from a selected Task to one or more Tasks in the PM/Template. This toolkit is only active when a single Task is selected in the grid.
Click the to expand the desired PM/Template record.
In the Tasks grid, select a single Task record that you want to copy Resources from to another Task(s) on that PM/Template. This toolkit is only active when a single Task is selected in the grid.
Click the Toolkit in the Tasks grid and select the Copy Resources To Another Task | Selected Record tool. The following pop-up appears:
Open the Selected Resources picklist to select one or more Resources to copy (required).
Click Select.
Open the Select Tasks picklist to select one or more Tasks on this PM/Template to copy the Resources to.
Click Select.
Click OK. The selected Resource(s) now appear in the grid of each Task(s) to which they were copied.
How to add a Main Task from a PM/Template record
to expand the desired PM/Template record that contains the Main Task that you want to add to the Tasks grid.
and select Add Main Task. 
