Projections is a tool that enables you to visualize when PM tasks are fired. It allows users to visualize when Preventive Maintenance (PM) tasks are scheduled to occur, providing a clear overview of upcoming work. Visualizing the timing of PM tasks can help identify potential conflicts or opportunities for consolidating work, leading to more efficient maintenance practices.
Please note: Projections is meant to function as a Report, rather than a traditional Grid View.
To View Upcoming Projections:
Click on the Projections tab in the Preventive Module
In order to populate information into the report, you must select parameters (“filters”) and apply the filters to be able to see the data.
Data will not automatically populate upon opening the Projections tab
When you click on "Apply", the report will generate. A pop-up will appear in the top right letting you know the progress
Once the report is completed, users will be prompted to view the results.
Please note: you must select “view report” in order for the data to display.
The results will give you a visual estimate of how many PM Tasks will be fired per month per Asset Type.
FAQ Troubleshooting:
Q: My Projections tab is blank - how to I see the data?
A: In order to populate information into the report, you must select parameters (“filters”) and apply the filters to be able to see the data. Data will not automatically populate upon opening the Projections tab