Core TSIs : Planned Maintenance : Executing maintenance plans : Compiling a contract-based maintenance plan
Compiling a contract-based maintenance plan
Prerequisites:
• A relevant maintenance plan is available in Maintenance Planner > Maintenance plans, (see Adding a maintenance plan to a maintenance plan group). This maintenance plan is linked to one or more contracts.
• Relevant contract service plans / contract activity definitions are available in the Contracts TSI. These particular service plans and activity definitions are linked to contracts and contract lines which prescribe the maintenance of assets or building elements.
You can populate the selected maintenance plan with contract service plans and contract activity definitions that are linked to contracts in the maintenance plan. Any costs and schedules specified in the contract activity definitions are also included in the maintenance plan.
Procedure
1. At Maintenance plans, select the relevant maintenance plan.
2. On the action panel, click Compile contract-based plan.
The Contracts dialog box opens, listing the contracts linked to this maintenance plan.
3. Select the contract(s) that are associated with the assets / building elements for which you want to compile the maintenance plan.
If there are many contracts, apply column sorting or use the filtering options to find the contract(s) you want to include.
4. Click OK.
The action is executed as a background action.
5. Check the result at Activity filters > Service plans and Definitions & schedules > Activity definitions.
All contract service plans / contract activity definitions
◦ that are linked to the contracts in the maintenance plan, and
◦ whose contract lines fall within the time span of the maintenance plan
are added to the maintenance plan.
* 
Contract service plans linked to Inactive contract lines are not included in the compilation.
If a contract line in a contract service plan is renewed (if the end date of the contract line changes) after the compilation of a maintenance plan, the end date-time of the associated activity definition is adjusted accordingly. If maintenance orders are already generated, the date-time of the last generated order is also taken into account.