Maximo Open Forum

1. Prepare your Excel sheet properly
   • Use the JobPlans template from MxLoader (or create a new sheet pointing to the MXL_JOBPLAN object structure).
   • The first set of columns will be for the JOBPLAN object (e.g., JOBPLAN, DESCRIPTION, ORGID, SITEID, STATUS (usually set to DRAFT or PNDREV during initial load), etc.).
   • For tasks, add columns prefixed with the child object, typically like this:
     • JOBTASK.TASKID or JOBTASK.JPTASK (task identifier)
     • JOBTASK.SEQUENCE (important for ordering – usually 10, 20, 30…)
     • JOBTASK.DESCRIPTION
     • JOBTASK.LONGDESCRIPTION (if needed)
     • Other optional fields: JOBTASK.ESTIMATEDDURATION, JOBTASK.JOBPLAN, etc.
   In your Excel, structure it so that each Job Plan header row is followed by its related task rows (MxLoader handles parent-child relationships via the object structure).
2. Key Tips for Success
   • Load in two passes if needed: First load only the Job Plan headers (with minimal data), then load the tasks in a second sheet or the same sheet with child rows. Many people do it in one go successfully.
   • Job Plans must be in DRAFT or PNDREV status when adding/updating tasks. You can activate them afterward.
   • Make sure the MXL_JOBPLAN object structure in Maximo includes the JOBTASK object as a child (check in the Object Structures application).
   • Use the Query function in MxLoader first on a manually created sample Job Plan (with tasks) to see the exact column format and structure that works in your environment.
   • Watch out for hidden/non-printable characters in descriptions (common issue that causes load failures).
   • For long descriptions with formatting, convert Excel formatting to HTML if required.
3. Common Columns Example (simplified):
   • JOBPLAN, DESCRIPTION, ORGID, SITEID, STATUS
   • JOBTASK.SEQUENCE, JOBTASK.DESCRIPTION, JOBTASK.ESTIMATEDDURATION ...

• "Action ADD is not allowed on object JOBTASK" → Usually fixed by ensuring JOBTASK is properly added to the object structure and the Job Plan is in Draft/PNDREV status.
• Data not appearing → Check row ordering in Excel and that parent-child linking is correct.

Cheers! Hope this helps ... if not, maybe it will spark a lively discussion.

Charlie