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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