Transferring Project Product Structure to Maintenance—Exercises

IMPORTANT
It is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Basic Data Setup

Functional Object 

Purpose: The purpose of this exercise is to show you how to create a functional object in IFS/Equipment.

Windows:
Functional Object

  1. If you have not already done so, create a new functional object ES-PD1 at your site, as shown in the table below.
Object ID Object Description Site Object Level
ES-PD1 Engine Service for a Delivery Project Your site Object Id

Note: To transfer the serial parts in the project product structure, an Object Level which is individual-aware must be chosen from the List of Values.

  1. Save your changes.

General exercise for Equipment Basic Data and Requirements

Required Data

Issuing Top Project Item to the Delivery Project

Purpose: The purpose of this exercise is to familiarize you with the data that must be in place before you can do the the exercises below.

  1. Issue the project items to the delivery project through the top item's shop order.

General exercise for Issuing Top Project Item to the Delivery Project

Main Exercises

Purpose: The purpose of these exercises is to transfer the project product structure with connected tags, functions, documents, spare parts and serial parts, if applicable, to IFS Maintenance.

Windows:
Delivery Projects
Functional Objects
Functional Object
Functional Object/General
Functional Object/Spare Parts
Project Item/Functional Object
Project Item/Spare Parts

Transferring Project Product Structure to Maintenance 

  1. Open the Delivery Projects window, and query for your project XXPD–01.
  2. Select this row, right-click, and then click Transfer to Maintenance. The Transfer Project to Facility window appears.
  3. In the Site in Facility field, enter your site.
  4. In the Parent Object in Facility field, enter the functional object ES-PD1 (Engine Service for a Delivery Project) that you created above.
  5. Select the Documents and Spare Parts check boxes because you also want the documents and spare parts that have been connected to the project product structure to be transferred at the same time.
  6. Verify that the functions you have connected to some project items are listed in the Function No field.
  7. Click OK. A message appears indicating that the delivery project has been successfully transferred to IFS Maintenance.
  8. Click OK.
  9. Open the Functional Objects window, and query for your site.
  10. You will receive four records, three of which have been created based on the tags and functions that have been connected to some of your project items.
  11. Select the Object ID ending with T002. This object has been created for one of your tagged project items, 20–10XX (Engine 1600). 
  12. Right-click and then click Functional Object Information/li>
  13. In the General tab, verify that the Spare parts, Documents and Connections check boxes have been checked automatically. The Spare parts and Documents check boxes are checked because you did step 5 above.
  14. Click the Spare Parts tab and verify the spare parts transferred are the same spare parts you connected to the project item 20–10XX in the Spare Parts tab in the Project Item window. 

Note: For more information about the integration between IFS/Project Delivery and IFS/Equipment, see the Project Delivery into Equipment lesson in the Equipment Administration course in the Maintenance curriculum.