Linking assets to a contract service plan
In Contracts , you can link multiple assets to a contract service plan. Vice versa, you can also link contract service plans to assets in the Assets TSI.
 | See the information in Assets > Asset data fields for more information on asset data that are relevant in maintenance. |
| | In contract-based maintenance, the asset's Maintenance start date field is important, because this date is used to determine the start date of the contract activity definition. The associated activity definition is planned starting from this date, according to the specified frequency. Even if the asset's Maintenance start date is before the start date of the contract line, this is taken into account in the contract service plan. Maintenance activities can never start before the asset's maintenance start date. The system will automatically calculate the first activity within the contract service plan. |
Procedure
1. At Contract line details > Contract service plans, in the elements list, select the contract service plan to which you want to link assets.
2. On the Links action panel, click Link assets. The Link assets dialog box appears. The Available section displays the assets available in Planon ProCenter and the In use section displays the assets already linked to the contract service plan.
3. Click the arrow buttons to move assets from Available to In use or vice versa as required.
4. Click OK to close the dialog box.
The assets listed in In use are now linked to the contract service plan.
| | Use the filter options to filter out assets in the context that you require: All: filters out all assets that are in use and not archived; Property: filters out all assets that are linked to the property of the associated contract line; Property with subs: filters out all assets that are linked to the subproperty of the associated contract line. |