Planned Work Management Home page

Planned Work Management Home page enables you to monitor your work plans, schedules, and work orders.

End user and roles

Table 1. Planned Work Management end user roles and goals

End user and goal	Required role
As a planned work admin, you can: Analyze the work plans and work order the most important items to work on. Track work orders and part requirements for all plans	sn_fsm_planned_wm.planned_work_admin

Access the Planned Work Management Home page

Planned Work Management Home page is part of the CSM/FSM Configurable Workspace, home page.

To open the Planned Work Management Home page, navigate to All > Planned Work Management > Workspace.

Use cases

Table 2. Planned Work Management dashboard access by user role

User	Dashboard use
Planned work admin	Monitor the work plans, work schedules, and work orders. This helps to keep track of scheduled, upcoming, and overdue work orders for the work plan.

Data visualizations

Table 3. Dashboard data visualization types

Title	Type	Source table	Description
Active plans	Single Score	Work Plan [wm_planned_work_plan]	Number of work plans that are in active state.
Plans expiring in the next 30 days	Single Score	Work Plan [wm_planned_work_plan]	Number of work plans that are going to expire in the coming 30 days.
Overdue work orders	Single Score	Work Order [wm_order]	Number of work orders that are overdue.
Upcoming schedules with no work orders	Single Score	Schedule Occurrence [wm_plan_work_schedule_occurrence]	Number of schedules for which no work order is generated.
Scheduled work orders	Line and Stacked bar chart	Work Order [wm_order]	Display the work orders that are scheduled for the given date.
Work orders by state	Stacked bar chart	Work Order [wm_order]	Display the number of work orders by their state, such as Draft, Closed Complete, and more.
Non-compliant work orders	List	Work Order [wm_order]	Display the number of work orders that aren't compliant with the corresponding maintenance plan.