Before you begin
Version: v5 and v6 (what does this mean?)
Plans: All plans
Accounts specify the budget associated with the maintenance costs on the work order.
To create an account that can be used throughout the CMMS:
- Navigate to Settings > CMMS Settings and click the Lookup Tables tab.
- Scroll down to the Accounts table:
- Click the Add (
) icon in the table.
- Enter a code and description for the account:
- Click OK.
- Repeat steps 3 to 5 as needed for any other accounts.
- Click Save in the top menu bar.