How To
Summary
This Tech Note outlines how to efficiently create and reuse maintenance schedules in CMMS. By selecting the project, dates, assets, and activities, and assigning the required crew and approver, users can save the configuration as a Template. This template can then be used for future months to streamline the scheduling process, making maintenance planning faster and more consistent.
Objective
This Tech Note provides a step‑by‑step guide on how to create a schedule in CMMS, including selecting assets, assigning activities, mapping resources, and saving the schedule as a reusable template for future months. This ensures consistency, accuracy, and efficiency in preventive maintenance planning.
Environment
- Application: IBM Maximo Renewables
- Modules: CMMS
- Scope: Preventive Maintenance
- Use Case: Create work orders
- User Roles: Site Engineer, Asset Manager, Operations Manager and Stake Holders
Steps
1. Open CMMS Scheduler
- Launch the CMMS PM Scheduler from the application.
- On the top‑right corner, click on the Scheduler option.
2. Select Project and Date Range
- Choose the required Project.
Enter the Start Date and End Date for the schedule based on the maintenance use case.
3. Add Asset
- Click on the “+” (Add Asset) icon.
- In the asset selection window, click the Search toggle.
- Search using Subclassifications to quickly filter the asset list.
- Select the asset that needs to be scheduled.
Example: In this reference, you will select the Inverters.
4. Select Activity
After selecting the asset, choose the Activity to be performed for that asset.
5. Assign Resources
- Assign the following roles:
- Crew
- Assignee
- Approver
6. Save as Template
- Once all the above criteria are completed, the scheduler page will be displayed with all details populated.
- Under the Template section:
- Provide a meaningful Template Name.
Use the Save Template option available on the right side.
7. Reuse Template for Future Months
- For upcoming months, simply select this template by choosing the saved Activity Name.
- This reduces manual effort and ensures uniformity across monthly scheduling.
8. Access Template and Schedule Work Order
- After the template is created, go to the Template Toggle.
Search and confirm the template name you created.
Example: Inverter Monthly PM.
- On the right-side Top, you will see the option “Edit.”
- On the right side down, you will see the option “Schedule Work Order.”
- Click it, and then click Yes to confirm.
The Work Order will now be scheduled automatically based on the template configuration.
Document Location
Worldwide
Product Synonym
Prescinto; CMMS; Maximorenewable; workorder;
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Document Information
Modified date:
02 March 2026
UID
ibm17262120