Creating scheduling sessions in EAM - HxGN EAM - 12.0.1 - Help - Hexagon

Create batches of work orders to import into MS Project by creating scheduling sessions in HxGN EAM. You can also send resource information to MS Project with the scheduling session.

To return to a previous side-pane while creating a new scheduling session, click the appropriate Go back to button.

1. Open MS Project.

2. Select HxGN > HxGN EAM.

3. Set the connection information for the HxGN EAM MS Project Interface.

4. Click Create new scheduling session.

5. Specify this information:

   Description - Specify a description of the session.

   Organization - Specify the organization with which to associate the session if you use multi-organization security.

   Include Header Task - Select the check box to display both the work order header tasks and work order activity sub-tasks.

   Set Task Duration To Est. Hours - Select the check box to populate Duration of the activity task to the estimated hours of the HxGN EAM work order activity.

6. Click Save and go to Step 2.

7. Specify this information:

   From - Specify the beginning date of the work order activity start dates included in the session.

   To - Specify the ending date of the work order activity start dates included in this session.

8. Click Save and go to Step 3.

9. Choose one or more of the following criteria for filtering work orders to include in the session:

   Project - Click Project, and then select the projects to include in the list of work orders.

   Department - Click Department, and then select the departments to include in the list of work orders.

   WO Type - Click WO Type, and then select the work order types to include in the list of work orders.

   WO Status - Click WO Status, and then select the work order statuses to include in the list of work orders.

   Priority - Click Priority, and then select the priorities to include in the list of work orders.

   Trade - Click Trade, and then select the trades to include in the list of work orders.

   Equipment - Click Equipment, and then enter the first letter(s) in the spelling of the pieces of equipment to include in the list of work orders. Click Refresh. Select the pieces of equipment to include in the list of work orders.

   Equipment Class - Click Equipment Class, and then select the equipment classes to include in the list of work orders. The selected criteria is displayed in the preview-pane.

   Assigned By - Click Assigned By, and then select the supervisors to include in the list of work orders.

10. Click Display Results. A list of unlocked work order activities that matches the activity start date range and the criteria you selected is displayed. Select the work order activities to include in the new scheduling session.

    

    • Check Select to select all of the work order activities.

    • You cannot select work order activities that are associated with existing open sessions.

    • You cannot select work order activities with Estimated Hours equal to 0.

11. Click Save and go to Step 4.

12. Choose one or more of the following criteria for filtering employees to include in the session:

    Department - Click Department, and then select the departments to include in the list of employees.

    Trade - Click Trade, and then select the trades to include in the list of employees.

    Class - Click Class, and then select the classes to include in the list of employees. The system displays the selected criteria in the preview-pane.

13. Click Display Results. A list of employees that matches the criteria you selected is displayed. Select the employees to include in the new scheduling session.

    Check Select to select all of the employees.

14. Click Save and go to Step 5.

15. Choose one or more of the following criteria for filtering suppliers to include in the session:

    Class - Click Class, and then select the classes to include in the list of suppliers.

16. Click Display Results. A list of suppliers that matches the criteria you selected is displayed. Select the suppliers to include in the new scheduling session.

    Check Select to select all of the suppliers.

17. Click Save and go to Step 6.

18. Choose one or more of the following criteria for filtering maintenance equipment to include in the session:

    Department - Click Department, and then select the departments to include in the list of maintenance equipment.

    Class - Click Class, and then select the classes to include in the list of maintenance equipment.

    Category - Click Category, and then select the categories to include in the list of maintenance equipment.

19. Click Display Results. A list of maintenance equipment that matches the criteria you selected is displayed. Select the maintenance equipment to include in the new scheduling session.

    Check Select to select all of the maintenance equipment.

20. Click Save and go to Step 7.

21. Click Class to select the classes to include in the list of tools.

22. Click Display Results. A list of tools that matches the criteria you selected is selected. Select the tools to include in the new scheduling session.

    Check Select to select all of the tools.

23. Click Save and Finish.

When saving the record, the work order activity and resource (employee, supplier, maintenance equipment, and tool) records are also imported for the session into MS Project.