IBM Maximo Adapter for Microsoft Project, Version 7.5

Transferring work orders to Microsoft Project for scheduling

You can transfer work orders to Microsoft® Project from Maximo® Asset Management for planning and scheduling.

Procedure

  1. In Microsoft Project, select Maximo > Select Work Orders.
  2. On the Queries tab, select the query that you require. You can select a public query, or a query that you created in Maximo Asset Management.
  3. Click Advanced and use the tabs Constraints, Calendars, Site, Task Priority, and Filter to refine the results.
    Option Description
    Constraints Defines the dates for which you want to transfer data.
    Calendars Transfer asset and labor calendars from Maximo Asset Management to Microsoft Project. Specify the dates for which you want to transfer the calendars.
    Site Filter to include child work orders for the specified sites in your results set. Select each site to include. To select all sites, click All. To clear all sites, click None
    Task Priority Filter the query results by work order, calculated, location, or asset priority.
    Filter The Filter option returns child work orders that have their status specified in their parent work order. Parent work orders are not restricted by filtering the child status. To select all statuses, click All. To clear all statuses, click None.
  4. To preview the results, click Preview.
  5. After you select the query you require, click OK to transfer the work order data from Maximo Asset Management to Microsoft Project. The work order data that is transferred includes assignments, craft and tool resources, and resource availability. Any custom data specified in the MaximoProject.ini is transferred. For example, if SHOWCLASSSELECTOR is enabled, tasks that you transferred from Maximo Asset Management are listed in the Class column in Microsoft Project.


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