Modifying activity definition data in the graphical planner
You can edit the data of a maintenance activity definition from within the graphical planner, for example field data, status, maintenance regime and so on.
Procedure
1. Go to Maintenance Planner.
2. Make relevant selections on the various preceding levels and then go to Definitions & schedules.
3. Click the Graphical planner button.
4. In the element list, select the activity definition whose data you want to change.
5. Right-click and select Edit maintenance activity definition,
or
6. Double-click the activity definition.
The Maintenance activity definitions dialog box appears.
7. Make the relevant changes in the data fields or on the action panel of this dialog box and click > .
The activity definition is changed.
 | If you edit the start and/or end date of a maintenance activity definition that is based on a contract activity definition, your changes may conflict with the contractual period (start and end date of the contract line). Since you cannot directly recognize contract activity definitions on the planboard, Planon will warn you when such conflicts occur. Depending on the business object settings made for Base activity definitions in Field definer , you are then either allowed to ignore the warning and proceed anyway or you are prohibited to modify the dates to beyond the contractual period. In all cases it is strongly recommended to select start / end dates for the activity definition that remain within the contractual period. Tip: in Maintenance Planner, you can filter on contract service plans and contract activity definitions by drilling down to Asset filters > Contract lines. You can also see the data of the contractual period there. |