PM Book Templates Business Process

PM Book Templates BP - Level

Project/Shell

PM Book Templates BP - Type

Line Item

PM Book Templates BP - Workflow

PM Book Templates BP is a non-workflow BP.

PM Book Templates BP - Template

  1. Go to the Company Workspace tab and switch to Admin mode.
  2. In the left Navigator, select Templates, select Shells, and then select Buildings.
  3. Open the MASTER OFFICE BUILDING TEMPLATE.
  4. In the left Navigator, select Setup, select Business Process, and then select PM Book Templates.

PM Book Templates BP - Create

To create PM Book templates:

  1. Navigate to the All Properties node and switch to User mode.
  2. In the left Navigator, select FAM Templates, and then select PM Book Templates.
  3. In the BP log, click Create.

    Complete the form.

  4. Select the Scheduled PM, Gauge Triggered, and Meter Triggered tabs.
    1. Click Add.
    2. Enter the required information.
  5. Select Finish Editing to save the job plans.

Last Published Tuesday, June 17, 2025