To create PM plan headers:
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Select Work > WO Planning > PM Plans.
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Click New Record.
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Specify this information:
Organization - Specify the organization to which the PM plan belongs if you use multi-organization security.
If multi-organization security is activated, i.e., the MULTIORG installation parameter is set to YES, you can only attach PMs of the same organization to a PM plan. A PM plan and all PM schedules attached to the plan must share the same Organization.
PM Plan - Specify a unique code identifying the PM plan, and then enter a description in the adjacent field.
Class - Specify the class of the PM plan. The classes shown belong to the PM Plan entity.
Equipment Class - Specify the class of the equipment. If you select an equipment class, the system restricts attaching PM equipment associated with other classes to the PM plan.
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Click Save Record.