Linking contracts to a maintenance plan

Core TSIs : Planned Maintenance : Working with Maintenance Planner : Linking contracts to a maintenance plan

You can link one or more contracts to a maintenance plan.

Procedure

1. Go to Maintenance plans and select a maintenance plan.

2. On the action panel, click Link contracts.

The Link contracts dialog box opens.

3. At Available, select the contract or contracts associated with the assets or building elements that you want to link to the maintenance plan.

4. Click the right arrow button to transfer the contracts to In use.

5. Click OK.

The selected contracts are now linked to the maintenance plan. You can verify this by keeping the maintenance plan selected and navigating to Properties & Contracts.

To unlink contracts from the maintenance plan again: select the relevant contracts at In use and click the left arrow button to move them back to Available. If you unlink a contract for which activity definitions have already been created, you will delete these corresponding activity definitions!