Generate Work Order Projections

To support the management of maintenance resources, you can generate work order projections for the coming year. This feature allows you to anticipate work order generation based on preventive maintenance schedules and modify schedules or resources as needed.

This process creates a file of projections that can be viewed and analyzed using available reports. The projections include labor, parts, and other cost projections based on the preventive maintenance schedules established on a recurring or one-time basis. Only one Work Order Projections file can be maintained by each user. When you create a new Projections file, any previously created file is overwritten. 

The Preventive Maintenance Balancer is used by many organizations to obtain a graphical representation of projected work orders. The tool also allows schedules to be manipulated to balance out the load.

A Preventive Maintenance Preference is available to determine whether or not manual projection work order generation should occur in the background. It is strongly recommended that you set this preference to Yes to improve efficiency and eliminate “time out” errors encountered when large batches are generated.