This session discusses the ways that projects and project plans can be utilized and provides an example of how to generate a project plan.

1. Projects and Project Plans
(PPP07)
PMs, Procedures, and Projects Track

2. 1. Open Internet Explorer
2. Type into the address bar: www.maintenanceconnection.com
3. Click Log In button
4. Enter the following:
Member ID: PPP_CHECKPOINT
Password: Checkpoint2014
Note: During the seminar, please do not “Save” while following along with a
specific example unless directed to do so by your course instructor.
Wireless SSID: CHECKPOINT
Wireless Password: CHECKPOINT
Logon Instructions

3. Presenter Name: Ange Garner
Background information:
• Role and expertise at Maintenance
Connection
• Fun Fact
Presenter Bio

4. Projects Defined
Project Tabs
Common Project Tasks
Project Plans Defined
Project Plan Tabs
Agenda

5. Projects Overview
Projects Defined

6. Organize groups of Work Orders and
track progress together
Functionality is different than Work
Order Groups
Projects Overview

7. Integrates with Project Plans Module
Easily create Asset group for reporting
purposes
Projects Overview (cont’d)

8. Details
Work Orders
Assets / Locations
Attach
Schedule
Report
Projects Tabs

9. General Info:
• Name of project
• Organizational attributes
• Asset / Location associated with project
Details

10. Schedule Info:
• Target date for completion
• Estimated Start and End dates
• Actual Start and End dates
• Zone
Details (cont’d)

11. Status:
• Constraints can be placed on changing
status until approval
• Status changed via Action control
• Options include Requested, Started,
Denied, On-Hold, Canceled, Closed, and
Delete
Details (cont’d)

12. Approval:
• Organization specific
• Can require multiple levels of approval
• Visual indicator used to identify approval
state
• Approve or Reject options
Details (cont’d)

13. Budget, Comments, and Photo:
• Manually-entered Budget information
(reference only)
• Additional comments regarding Project
• Upload photos for reference
Details (cont’d)

14. Lists all Work Orders belonging to
Project
Very similar to the Expanded Work
Order Explorer
Work Orders

15. Icon used to represent current
approval state
PM Route Order defined for Asset
Work Orders (cont’d)

16. Add, Remove, or Create a new Work
Order for Project
• Removing will disassociate from Project
Work Orders will be automatically
associated with the Project
Work Orders (cont’d)

17. Auto-link Assets from Project Work
Orders
List / Group set of Assets together
Assets listed through Work Order
association cannot be removed
Assets / Locations

18. Selection Box, Name / ID, and Location
displayed for each Asset
Only manually added Assets have
control to available to remove them
Assets / Locations (cont’d)

19. Documents and Notes stored on Attach
tab for displayed Project
Features to add, edit, remove, etc. are
similar in all modules
Attach

20. Calendar view of Work Orders
Work Order details and functionality
same as standard Calendar
Schedule

21. Cost summary of Work Orders for
Project
Labor, materials (parts), other costs and
total costs
Print, export, or email displayed data
Report

22. Change Project Status
Approve Project
View Project History (Audit Trail)
Delete Project
Common Project Tasks

23. Project progression involves status
changes
Typical Status changes:
• Requested  Started  Completed /
Closed
• Requested  Denied or On-Hold
Change Project Status

24. Approvals must be setup in Access
Group Rights
Level of Approval set will be displayed
Approve Project

25. History of important changes made to
Projects
Useful for tracking information from
audit trail
View Project History (Audit Trail)

26. Projects can be deleted permanently
Highly recommended to Deny or Cancel
Delete Project

27. Project Plans Overview
Sequence and Dependencies
Project Plans and PMs
Project Plans Defined

28. Automates generation and scheduling
of associated Work Orders
Can define dependencies
Define project template for recurring
Projects
Project Plans Overview

29. Work Orders defined by Project Plan
Procedures may have defined
dependencies
Project is created to manage and
schedule this group of Work Orders
Project Plans Overview (cont’d)

30. Manually generated or scheduled using
PM Module
Can be added to PM Schedule on
Procedures Tab
Project Plans Overview (cont’d)

31. Sequence is the order that the
Procedure is listed
Dependency is based on sequence and
defined status
Sequence and Dependencies

32. Example of sequence and
dependencies:
Sequence and Dependencies (cont’d)

33. Listed project results in generation of
set of predefined Work Orders
Adding Project Plan functions similarly
to Procedures
Project Plans and PMs

34. In this example a Project Plan will be
created for street paving and will
include the following steps:
• Set Details of Project Plan
• Add Procedures
• Define dependencies / sequence
• Generate Project Plan
• Schedule Work Orders on Project Calendar
Generate Project Plan: Example

35. Details are added for Project Plan:
Generate Project Plan: Example (cont’d)

36. 6 Procedures are added:
Generate Project Plan: Example (cont’d)

37. Dependencies and Sequences are
defined:
Generate Project Plan: Example (cont’d)

38. Project Plan is manually generated:
Generate Project Plan: Example (cont’d)

39. Work Orders are scheduled on Project
Calendar:
Generate Project Plan: Example (cont’d)

40. Details
Procedures
Attach
Project Plan Tabs

41. Project Plan Info:
• ID and Name
• Category (lighting, capital, etc.)
Details

42. Details:
• Organizational attributes
Status and Photo:
• Active or inactive
• Photo for identification
Details (cont’d)

43. Each Procedure results in associated
Work Order after generation
Add or remove functionality same as
PM Module
Procedures

44. Documents and notes associated with
project plan
Reference information only (not
populated onto Work Orders)
Attach

45. For access to documentation and tutorials,
reference www.mcuserconnect.com
MC User Connect

46. MCUC Documentation / Tutorials Article PDF Video
Tutorial
User
Guide
Project Module Overview
Project Plans Overview
Generate Project Plan
Additional Resources

47. Did you know you can take a Quiz to
test your knowledge of today’s content?
• Check it out on MC User Connect!
(www.mcuserconnect.com)
• Located in the MC eLearning folder 
PMs, Procedures, and Projects Course
Quizzes
Test Your Knowledge…