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Linking RBI Action Plans to Projects

Any action plan that recommends modification or redesign of the asset can be associated with a project to plan to track the modifications. The action plan must have the status Facilitation Completed before it can be assigned to a project. You can create a project for an action plan or link an existing project to it. Each action plan can be linked to more than one project. Similarly, a single project can have more than one action plan linked to it.

To view the projects linked to an action plan, select the Implementation view, Projects tab. When viewing a project, you can see a list of the action plans that are linked to it.

This section explains how to link action plans to new and existing projects.

To Link an Action Plan to a Project

1.	Open the analysis and select the Facilitation view, Failure Modes tab.

2.	Right-click the failure mode in the table and click Link to Project and then Modifications. The Request Project for Failure Mode Modification dialog appears.

Note: An action plan must recommend the Modification/redesign task and have the status Facilitation Completed before the Link to a Project option is available.

3.	To link the action plan to an existing project, do the following:

•	Select Link to an existing project.

•	Click the browse icon to locate and select the project.

•	Click OK. The Project window opens, where the action plan is listed in the Properties view, Action Plans tab. In the Maintenance Action Plan window, the project is listed in the Implementation view, Projects tab.

You can link the action plan to as many projects as required.

4.	To link the action plan to a new project, do the following:

•	Select Create a new project.

•	Select a project type from the list.

•	Click OK. A new project is opened. The action plan is referenced on the project’s list of linked action plans.

•	Define the properties of the project, as required, and close the window.

The project appears in the Implementation view, Projects tab.