Copy PM plans to quickly create a new PM plan by copying information from an existing PM plan to a new plan.
To copy PM plans:
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Select Work > WO Planning > PM Plans.
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Select the PM plan to copy, and then click the Record View tab.
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Right-click on the form, and then select Copy PM Plan.
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Specify this information:
New PM Plan - Specify a unique code identifying the new PM plan, and then enter a description of the PM plan in the adjacent field.
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Select the related details to copy to the new PM plan:
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Custom Field Values
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Comments
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Activities
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PM Schedules
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Equipment
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Documents
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Click Submit.