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

Planned Work Management dashboard displaying work plans, work schedules, and planned work orders represented by tiles and graphs.

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
TitleTypeSource tableDescription

Active plans

 Single Score

Number of work plans that are in active state.
Plans expiring in the next 30 days Single Score Number of work plans that are going to expire in the coming 30 days.
Overdue work orders Single Score Number of work orders that are overdue.
Upcoming schedules with no work orders Single Score Number of schedules for which no work order is generated.
Scheduled work orders Line and Stacked bar chart Display the work orders that are scheduled for the given date.
Work orders by state Stacked bar chart <!-- Generator: Sketch 44.1 (41455) - http://www.bohemiancoding.com/sketch --> <title>bar-stacked Created with Sketch. Display the number of work orders by their state, such as Draft, Closed Complete, and more.
Non-compliant work orders List Display the number of work orders that are not compliant with the corresponding maintenance plan.