PM Books Business Process

PM Books BP - Purpose

PM Books hold details on specific maintenance activities such as when and how preventive work orders get triggered.

PM Books BP - Level

Project/Shell

PM Books BP - Type

Line Item

PM Books BP - Workflow

PM Books BP is a non-workflow BP.

PM Books 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 Books.

PM Books BP -View

To view a PM Books BP:

  1. Go to the shell tab (for example: Building or Campus) where you want to create the record and switch to User mode.
  2. In the left Navigator, select Maintenance Management, and then select PM Books.
  3. In the BP log, select the record you want to view and click > Open.


Last Published Tuesday, June 17, 2025