SAP PM Level 3: Planning and Scheduling of Maintenance Orders

Prerequisites:

• Completion of SAP PM Level 2 or equivalent experience with task lists and maintenance plans
• Familiarity with maintenance planning and SAP master data

Audience

• Maintenance planners
• Planning managers
• Technical staff responsible for work order scheduling

Overview:

SAP PM (Plant Maintenance) enables detailed scheduling and management of work orders aligned with materials, labor, and capacity planning. This level focuses on creating fully scheduled and resource-optimized maintenance orders.

This instructor-led, live training (online or onsite) is aimed at intermediate-level planners and planning managers who wish to execute detailed work order planning and scheduling across maintenance teams and assets.

By the end of this training, participants will be able to:

• Develop efficient work orders linked to maintenance strategies and task lists.
• Assign materials, tools, and human resources using integrated planning tools.
• Schedule work orders based on capacity and operational priorities.
• Track and update progress, adjusting plans as needed in real time.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Course Outline:

Creation and Management of Maintenance Orders

• Types of maintenance orders and when to use them
• Creating orders from notifications or directly from plans
• Maintaining order header data, operations, and relationships

Planning of Materials, Tools, and Human Resources

• Assigning required materials using BOMs or manually
• Allocating tools and special equipment per operation
• Defining and assigning internal/external labor resources

Scheduling Orders Based on Capacity and Priorities

• Using scheduling parameters and methods in orders
• Aligning order execution with available work centers
• Prioritizing orders and managing scheduling conflicts

Management of Materials and Tools Lists for Orders

• Creating material components for specific tasks
• Maintaining long-texts, documentation, and tool references
• Planning alternative materials and substitute tools

Control and Tracking of Order Progress

• Monitoring execution status and confirmations
• Managing order history and change logs
• Analyzing order completion and performance trends

Adjustments and Modifications to Planning

• Handling order revisions and planning changes
• Rescheduling or canceling work orders
• Closing, archiving, or settling completed orders

Summary and Next Steps