Adding and running a PPM profile as a scheduled task

Core TSIs : Activity planner : Automated order generation with PPM profiles : Adding and running a PPM profile as a scheduled task

In the PPM order generation TSI, you can add a PPM profile that enables you to define a scheduled task for PPM order generation.

Before you can add and activate a PPM profile to define and run an automated task for PPM order generation, the following conditions must be met:

• The PPM profiles selection step must be available in the PPM order generation TSI.

• Cluster groups must be defined if you want to create a PPM profile with clustering.

• Activity definition groups must be defined if you want to select Activity definitions based Activity definition groups.

• The Activity definition group reference field must be available on any relevant Activity definitions layout.

• The activity definitions must have the Active status to be included in the PPM profile.

on the Activity definitions selection level, there is a toggle button at the top of the elements list Screen capture of button to display activity definitions without a PPM profile

. When activated, this button will display the activity definitions that are not included in the PPM profile. This includes all Inactive activity definitions. Any PPM profile selected on the PPM profiles level is ignored. Other filters are taken into account. When deactivated, the button will display the activity definitions in accordance with selections made on previous levels and steps.

• After a PPM profile has been added, the SYS_ACTIVITY_PPM_PROFILES task must be activated in System settings > Scheduled tasks.

Procedure

1. Go to PPM order generation > PPM profiles.

2. Click Add PPM profile (non-clustered) or, if you want to apply clustering criteria, Add PPM profile with clustering.

3. Enter the relevant data on the data panel.

See PPM profiles fields for more information on the PPM profile fields.

4. On the Links action panel, link the PPM profile to the relevant property/-ies, contract(s) and/or activity definition group(s).

Linking Properties, Contracts or Activity definition groups is optional. When nothing is linked, then all Activity definitions are selected. The more links you add to the PPM profile, the less activity definitions will be included in the scheduled task, because they have to match all links.

5. Set the PPM profile's status to Active.

You can only select this status if the start and end date of the PPM profile remain within the start and end date of the maintenance plan.

6. In System settings > Scheduled tasks > , set SYS_ACTIVITY_PPM_PROFILES to Active.

The scheduled task for PPM order generation will be picked up by Planon at the set date-time. It will pick up any PPM profiles whose Next run date-time is in the past. A background action is created for each PPM profile that is picked up. When the run is finished, the Next run date-time is set in accordance with the schedule.