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See an overview of the differences between automatic and manual generation of preventive maintenance schedules, and preview the Work Order Projections feature.
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PM Generation Methods and WO Projections (PPP06)
PMs Procedures and Projects Track
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID PPP_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Brandon Palana
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
PM Generation Defined
Generating PM Schedules
Work Order Projections
Agenda
PM Generation Overview
Automatic Generation
Manual Generation
PM Generation Preferences
PM Generation Defined
Schedules are used to generate Work Orders based on information from Automation tab
PM Generation Dialog used to manually generate and perform actions
PM Generation Overview
Work Orders generated at night for automatic PM schedules
Can be set to automatically generate a specified number of days before due date
Automatic Generation
Can be set to display notification on Home Page a specified number of days before due date
bull Notification appears under Preventive Maintenance Info section
Manual Generation
Settings to generate for
bull Specific Repair Centers (or All)
bull Due or through date in future
bull Only on selected Work Days
Manual Generation (contrsquod)
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
1 Open Internet Explorer 2 Type into the address bar wwwmaintenanceconnectioncom 3 Click Log In button 4 Enter the following
Member ID PPP_CHECKPOINT Password Checkpoint2014
Note During the seminar please do not ldquoSaverdquo while following along with a specific example unless directed to do so by your course instructor
Wireless SSID CHECKPOINT Wireless Password CHECKPOINT
Logon Instructions
Presenter Name Brandon Palana
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
PM Generation Defined
Generating PM Schedules
Work Order Projections
Agenda
PM Generation Overview
Automatic Generation
Manual Generation
PM Generation Preferences
PM Generation Defined
Schedules are used to generate Work Orders based on information from Automation tab
PM Generation Dialog used to manually generate and perform actions
PM Generation Overview
Work Orders generated at night for automatic PM schedules
Can be set to automatically generate a specified number of days before due date
Automatic Generation
Can be set to display notification on Home Page a specified number of days before due date
bull Notification appears under Preventive Maintenance Info section
Manual Generation
Settings to generate for
bull Specific Repair Centers (or All)
bull Due or through date in future
bull Only on selected Work Days
Manual Generation (contrsquod)
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Presenter Name Brandon Palana
Background information
bull Role and expertise at Maintenance Connection
bull Fun Fact
Presenter Bio
PM Generation Defined
Generating PM Schedules
Work Order Projections
Agenda
PM Generation Overview
Automatic Generation
Manual Generation
PM Generation Preferences
PM Generation Defined
Schedules are used to generate Work Orders based on information from Automation tab
PM Generation Dialog used to manually generate and perform actions
PM Generation Overview
Work Orders generated at night for automatic PM schedules
Can be set to automatically generate a specified number of days before due date
Automatic Generation
Can be set to display notification on Home Page a specified number of days before due date
bull Notification appears under Preventive Maintenance Info section
Manual Generation
Settings to generate for
bull Specific Repair Centers (or All)
bull Due or through date in future
bull Only on selected Work Days
Manual Generation (contrsquod)
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
PM Generation Defined
Generating PM Schedules
Work Order Projections
Agenda
PM Generation Overview
Automatic Generation
Manual Generation
PM Generation Preferences
PM Generation Defined
Schedules are used to generate Work Orders based on information from Automation tab
PM Generation Dialog used to manually generate and perform actions
PM Generation Overview
Work Orders generated at night for automatic PM schedules
Can be set to automatically generate a specified number of days before due date
Automatic Generation
Can be set to display notification on Home Page a specified number of days before due date
bull Notification appears under Preventive Maintenance Info section
Manual Generation
Settings to generate for
bull Specific Repair Centers (or All)
bull Due or through date in future
bull Only on selected Work Days
Manual Generation (contrsquod)
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
PM Generation Overview
Automatic Generation
Manual Generation
PM Generation Preferences
PM Generation Defined
Schedules are used to generate Work Orders based on information from Automation tab
PM Generation Dialog used to manually generate and perform actions
PM Generation Overview
Work Orders generated at night for automatic PM schedules
Can be set to automatically generate a specified number of days before due date
Automatic Generation
Can be set to display notification on Home Page a specified number of days before due date
bull Notification appears under Preventive Maintenance Info section
Manual Generation
Settings to generate for
bull Specific Repair Centers (or All)
bull Due or through date in future
bull Only on selected Work Days
Manual Generation (contrsquod)
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Schedules are used to generate Work Orders based on information from Automation tab
PM Generation Dialog used to manually generate and perform actions
PM Generation Overview
Work Orders generated at night for automatic PM schedules
Can be set to automatically generate a specified number of days before due date
Automatic Generation
Can be set to display notification on Home Page a specified number of days before due date
bull Notification appears under Preventive Maintenance Info section
Manual Generation
Settings to generate for
bull Specific Repair Centers (or All)
bull Due or through date in future
bull Only on selected Work Days
Manual Generation (contrsquod)
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Orders generated at night for automatic PM schedules
Can be set to automatically generate a specified number of days before due date
Automatic Generation
Can be set to display notification on Home Page a specified number of days before due date
bull Notification appears under Preventive Maintenance Info section
Manual Generation
Settings to generate for
bull Specific Repair Centers (or All)
bull Due or through date in future
bull Only on selected Work Days
Manual Generation (contrsquod)
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Can be set to display notification on Home Page a specified number of days before due date
bull Notification appears under Preventive Maintenance Info section
Manual Generation
Settings to generate for
bull Specific Repair Centers (or All)
bull Due or through date in future
bull Only on selected Work Days
Manual Generation (contrsquod)
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Settings to generate for
bull Specific Repair Centers (or All)
bull Due or through date in future
bull Only on selected Work Days
Manual Generation (contrsquod)
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Manual Generation potential problems
bull Home Page notification may not be removed
bull ldquoAnother User is Generatinghelliprdquo
bull Automated generations may not generate
bull May not complete in reasonable time
Manual Generation (contrsquod)
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Tips for optimum processing
bull Limit Repair Centers
bull Generate for shorter periods of time
bull Generate one PM schedule at a time
Manual Generation (contrsquod)
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Three important Preferences
bull Generate Work Orders in background
bull Work Days (for when manually generating)
bull Suppress PM generation for Assets not In-Service
PM Generation Preferences
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Generate Work Orders Dialog
Preview
History
Undo PM Generation
Advanced
Generating PM Schedules
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Accessible from
bull PM record
bull Actions menu
bull PM Home Page
Generate Work Orders Dialog
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Repair Centers
bull Select Available Repair Center(s) to add
bull Selected Repair Center(s) will have Work Orders generated for it
Generate Work Orders Dialog (contrsquod)
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Generate into future
bull Only generate Work Orders due
bull Generate through future date
Generate Work Orders Dialog (contrsquod)
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Order scheduling
bull Non-Work Days (preferences)
bull Manual settings
Generate Work Orders Dialog (contrsquod)
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Generates list of Work Orders based on settings designated
Verify Work Order generations prior to actual generation
Preview
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
List of generation history and detail
bull Name
bull Generated Date
bull WOs Generated and WOs Current
bull Undone
History
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Reverse or undo generation of Work Orders
Most recent generations must be undone prior to other generations
Undo PM Generation
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Processing Indicator can lock when PMs are manually generated
Reset processing indicator flag when PMs are not generating correctly
Advanced
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
In this example a Monthly HVAC PM Schedule will go through the manual generation process
Manual PM Generation Example
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Schedule is set for every one month
Manual PM Generation Example (contrsquod)
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Automation tab set to display notification on home page three days before PM is due
Manual PM Generation Example (contrsquod)
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
HVAC Assets have been added
Manual PM Generation Example (contrsquod)
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Generate Work Orders 3 months in advance
Manual PM Generation Example (contrsquod)
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Preview shows total of 9 Work Orders with Target Dates for next 3 months
Manual PM Generation Example (contrsquod)
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Order Projections Overview
Generate Work Order Projections File
Work Order Projection Reports
Delete Work Order Projections File
Work Order Projections
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Supports management of maintenance resources
Anticipate WO generation based on PM schedules
Work Order Projections Overview
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Creates file of projections for viewing or analyzing using reports
Labor materials and other cost projections
One file maintained by each user
Work Order Projections Overview (contrsquod)
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Order Projection warning
Time out will cause
bull PM Assets Tab will show WO generated from projection as last generated WO
bull Last Generated Date used for determining date to generate next work order will be inaccurate
Work Order Projections Overview (contrsquod)
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Same controls as Generate Work Orders Dialog
Projection Info will create a name for projection file
Generate Work Order Projections File
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Projections generate similarly to PMs
Preview Dialog will display showing summary of Work Orders
Generate Work Order Projections File (contrsquod)
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Reporter can be used for summarizing costs labor utilization etc
Work Order (Projections) group contains Projection reports
Work Order Projection Reports
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Example of Work Order Projection Report
Work Order Projection Reports (contrsquod)
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Access Generate Work Order Projections Dialog
Select Delete button to delete current Projections file
Delete Work Order Projections File
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
In this example an HVAC Monthly Check PM will have a Work Order Projection run for it to analyze Labor and Material Projection Reports
Work Order Projection Example
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Labor and Material Estimates have been added to Procedure for HVAC Monthly Check PM
Work Order Projection Example (contrsquod)
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Generate Work Order Projection
Work Order Projection Example (contrsquod)
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Order Projection by Labor Report
Work Order Projection Example (contrsquod)
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Work Order Projection with Materials Report
Work Order Projection Example (contrsquod)
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
For access to documentation and tutorials reference wwwmcuserconnectcom
MC User Connect
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
MCUC Documentation Tutorials Article PDF Video Tutorial
User Guide
PM and Projection Troubleshooting Guide
Generate Work Orders from PM Schedule
Generate Work Order Projections
Additional Resources
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
Did you know you can take a Quiz to test your knowledge of todayrsquos content
bull Check it out on MC User Connect (wwwmcuserconnectcom)
bull Located in the MC eLearning folder PMs Procedures and Projects Course Quizzes
Test Your Knowledgehellip
