Auto-generating PPMs
We generate our PPMs several weeks in advance as our business requires advance planning for example to ensure resources and access requirements are in place.
For example, our PPMs are manually generated in blocks of a calendar month at a time, 2 months in advance. So at the beginning of January 2021, we generated the PPMs for the calendar month of March, for us this is approx. 4000 PPMs per month. We have 100k+ assets, over 600 buildings and 16k+ PMS records, the PPMs take a long time to generate, part of the reason for this is down to network latency which on our IT infrastructure isn’t the best at times. We spend one working day per month generating PPMs, we break the generation process down by using the filters on site, building and trade to get the best practical combination to generate PPMs in manageable chucks.
We what would like to do it to be able to set a generation rule which, on a schedule job overnight etc, generates the PPM work requests x number of days ahead of what would be due the target due date based on date to perform value. For example, we set the rule to generate any PPMs that would be due (date to perform) in 90 days, and just leave this rule running each night, or have options that it runs once per week but then the rule would be 90 days ahead plus 7 etc, so it covers the PPMs that would fall into that week. If the scheduled rule fails, we need an alert to see why and then to be able to run it manually for the period in which it failed
The current auto-generate options in Archibus do not allow for this.

-
Stephen commented
We have that customised on the PM Schedule groups to allow for various groups to be generated xx days in in advance so when the generation window is set the advanced days will be added to the end date for that PM Schedule group. the only pitfall is catching the ones before that window when initially setting it up
-
Ashley Nuttall commented
This is possible, but not via the front end tools, There is a check that looks for overlapping and stops the rule from being created. However the system has no problem at all running this. We have a few clients that run 21 day's separated by 7 days with 3 rules. This means at any time they have at least 14 days of active PM works. This also allow for new PMS to be configured as they will be picked up weekly. This is adjustable 45 day with 6 rules. So the system is more than happy to run this type of setup, it's just the front end tools that apply the restriction so I'm sure this could be easily resolved.