Core TSIs : Planned Maintenance : Executing maintenance plans : Deep copying a maintenance plan
Deep copying a maintenance plan
You can duplicate an existing maintenance plan in order to avoid repetitive data entry. Copying maintenance plans can either be used to create various scenarios for your maintenance plan or to make future maintenance plans. The deep copy includes:
service plans (all types),
activity definitions (all types),
expected costs and schedules (recurring and non-recurring activities)
optional: PPM profiles
Procedure
1. At Maintenance plans, click Deep copy on the action panel.
2. The Enter values dialog box appears.
3. Enter a start date and an end date for the deep copy.
If you also want to include PPM profiles in your deep copy, select the Copy PPM profiles checkbox.
To be included in the deep copy, the start and end date-times of copied activity definitions must be between the start and end date of the new maintenance plan. However, activity definitions with a start date-time later than the end date of the new maintenance plan are copied too. The main reason for this is asset replacement. Suppose an asset must be replaced on July 1st 2010. An activity definition regarding the replacement already exists in the maintenance plan of 2008. If this plan is copied to 2009, the activity to replace the asset must also become available in the 2009 plan, although it will not be carried out within the time span of that plan.
4. Click OK.
The maintenance plan, together with all its contents (linked properties, contracts, service plans and activity definitions) is copied.
If you deep copy a maintenance plan that is final, because the Definitive field is set to Yes, any copies of the maintenance plan become scenarios, with the Definitive field value set to No. To make a copy final, change the setting of the Definitive field to Yes.
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If you deep copy a maintenance plan, survey activity definitions whose Asset condition detail field contains a value are not copied. When you recompile a maintenance plan, the survey activity definitions are added again.