When defining your internal organization in Planon, you start by setting up a comprehensive service catalog, with all the services on offer. In Planon, these are called service agreement services or SA services.

Services can be linked to a contract via a contract line, a service agreement or one of its subtypes.

Services can be linked to planned maintenance via activity definitions of all types, for example to a Contract activity definition or Survey activity definition. To establish the link, you can configure a Service agreement service reference field on the layout of the relevant type of activity definition.