Fullscreen Image

PPM Manager

The PPM Manager provides an overview of all Planned Preventative Maintenance (PPM) schedules. You can view, modify, or create new PPMs using the PPM Builder, which consolidates contract management and PPM templates into a single, more intuitive interface.

The PPM Manager provides a more user-friendly and streamlined experience compared to the old method, which required using PPM Templates and Service Provider > Contracts.

Instead of navigating multiple areas, the PPM Builder offers a streamlined, all-in-one solution for setting up and managing PPMs while maintaining existing structures.

To create a new PPM, see Create PPM.

PPM View

The smart table displays the following:

  • PPM name

  • PPM description

  • PPM type: Specifies whether the PPM is scheduled, preventive, or others.

  • Contract type: Indicates the contract structure used for the PPM.

  • Is CPPM: Identifies if the PPM is part of a centralized PPM system.

  • Site count: Number of sites covered by the PPM.

  • Asset count: Number of sites covered by the PPM.

  • Provider count: Number of service providers assigned.

  • Category: Classification of the PPM based on asset or service type.

  • Charge unit: Classification of the PPM based on asset or service type.

  • Price per unit

  • Total contract value

  • Last published date: The most recent date the PPM was published.

Edit PPMs

  1. In the PPM Name column, select the PPM you want to edit.

  2. On the PPM builder page, update details as needed.