Steps in the screenshots correspond to the numbers in the headings.
In Q3 2021, the scheduling portion of Work Execution Management will be released in the Planner Portal. At that time, all scheduling work should be done in the Planner Portal: Planning (efactorypro.com)
1. From the Main Menu, choose Service > Schedule Board.
2. Choose the Appropriate Team in the Team ID at the top.
3. Expand the red chevron in the lower workspace.
4. From the Type drop-down arrow, Select MPRO - Proactive Maintenance.
5. From the Task Category drop-down arrow, select PM.
6. Ensure that the Team ID matches the Team listed in the header.
7. Click the search button to populate the list below.
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