Understanding PM Forecasts in Crew Scheduling
PM projections are another component of creating the crew schedule. You use PM forecasts to include the PM work load on the crew schedule prior to creating the assigned work order. The maintenance schedule flag, which is set in the maintenance rules table, is used to determine whether the PM projection is to be scheduled when due or added to the unscheduled work backlog. Scheduled PM projections are displayed on the crew schedule either as the projection if you are scheduling at the work order level, or as the labor detail steps from the associated labor master setup using the Standard Routing program (P3003). The PM projections, both scheduled and unscheduled, can be reviewed and the maintenance schedule flag changed from the maintenance rules table default value if required. When the work comes due, a work order is generated and can be added to either the crew schedule or the unscheduled backlog based on the maintenance schedule flag on the projection.
You initiate the crew schedule process by running the PM Projection program, which creates the forecast table. Use the Crew Manage Schedule program (P48320) to review and remove the PM projections that are generated from the crew schedule. The Remove from Schedule button will remove the PM projection from the schedule period by updating the maintenance schedule flag on the projection to unscheduled. You use the PM Forecast Search & Select program (P48324) to review the PM projection based on the selected crew, schedule date range, and maintenance schedule flag. This program enables you to review the PM projections by schedule period that are currently flagged for inclusion on the crew schedule, or the unscheduled backlog when the work order is created. The unscheduled PM projections that are new, or originally removed from the schedule, can be moved to the crew schedule if you click the Add to Schedule button.
When the PM comes due, you must create a work order by running a version of the PM Status Update program, which has the PM forecast type defined as a processing option. The PM Status Update program can be run in batch or for selected PM projections. Click the PM Forecast link to review the PM projections for the current schedule. The work order can be generated if you click the Create Work Order button to convert the PM projection to an active work order. The work order number appears on the current schedule instead of the PM projection.
When the PM Status Update program is run and a work order is created, the system first checks for a matching PM projection if a forecast type is defined in the processing option, or it will use the maintenance schedule flag in the maintenance rules table to determine whether a crew schedule should be created. If the PM projection is found for the equipment or service type, the PM forecast will be deleted.