Quick Tip: Projected PM Parts Planning

The Projected PM Needed feature helps you forecast parts usage based on upcoming preventative maintenance, ensuring the right materials are available before PMs are due.

How It Works

  • Parts are assigned directly to PM Tasks

  • Each part includes an estimated quantity per PM (Est. No.)

  • You select a number of days into the future

  • FaciliWorks Essentials calculates the total quantity of parts required to complete all scheduled PMs in that time frame

Setup Steps

  1. Go to Inventory → Part Entry and create the part record (if not already created)

  2. Navigate to Data Administration → Assets, filter, and select the asset

  3. Confirm a PM Task is assigned to the asset (assign one if needed)

  4. In Scheduled PM Tasks, open PM Task Parts

  5. Assign the part and enter a value in Est. No.

  6. Return to Inventory → Part Entry to set the number of future days to view projected usage in the Projected PM Needed field

Why It Matters

  • Prevents PM delays caused by missing parts

  • Improves inventory accuracy and purchasing decisions

  • Aligns maintenance schedules with material availability

Best Practice
Review projected PM needs regularly as part of your PM planning process to stay ahead of demand and reduce reactive inventory shortages.