SAP PM Preventive Maintenance Configuration Training Course

Course overview

Preventive maintenance in SAP PM fails when maintenance plans are copied without a sound design for equipment hierarchies, task lists, cycles, call horizons, completion requirements and scheduling parameters. The result is overdue work, duplicate notifications, poorly timed shutdown activities and unreliable maintenance-compliance reporting. This course gives maintenance and engineering professionals the configuration knowledge to translate asset-care requirements into controlled, executable SAP PM preventive maintenance processes.

Participants configure the SAP PM objects that support time-based, performance-based and strategy-based maintenance. They work with functional locations, equipment, work centres, maintenance items, task lists, maintenance plans, maintenance strategies, measuring points and counters. The course explains how scheduling parameters drive call objects and maintenance orders, how completion confirmation affects the next due date, and how to configure notification, order and reporting settings that support planners, technicians and maintenance managers.

Delivery combines instructor-led configuration demonstrations with guided work in an SAP training environment. Participants use SAP GUI, Fiori applications and IMG/SPRO configuration paths to build a preventive maintenance model for a realistic plant scenario. They leave with a completed configuration workbook containing master-data decisions, plan settings, scheduling rules, test cases and an implementation-ready preventive maintenance design that can be adapted for their site.

The course is suited to professionals moving into SAP PM configuration responsibilities, maintenance planners who need to work confidently with configured plans, and engineering teams preparing preventive maintenance improvements or an SAP S/4HANA Asset Management deployment.

Course objectives

By the end of this course, participants will be able to:

• Configure functional locations, equipment categories and maintenance-relevant asset structures for preventive maintenance planning
• Create general maintenance task lists with operations, work centres, control keys and component assignments
• Build single-cycle, multiple-counter and strategy-based maintenance plans using maintenance items and cycle sets
• Define maintenance strategies, packages, offset values and scheduling indicators for planned work generation
• Configure measuring points, counters and measurement documents for performance-based maintenance calls
• Set scheduling parameters, call horizons and completion requirements to control maintenance due dates
• Test maintenance plan scheduling and trace generated notifications, maintenance orders and call objects
• Produce a preventive maintenance configuration workbook with design decisions, settings and validation scenarios

Benefits of attending

Target competencies

Who should attend

• SAP PM Functional Consultants — who configure and test preventive maintenance processes for implementation or support
• Maintenance Planners — who need reliable plans, task lists and scheduling rules for weekly and shutdown work
• Reliability Engineers — who translate failure patterns and maintenance strategies into SAP PM plan logic
• Maintenance Engineers — who define asset-care requirements and need to validate SAP PM configuration choices
• SAP Super Users — who support planners and technicians using maintenance plans, counters and work orders
• Asset Management Project Team Members — who need to design and govern preventive maintenance data during SAP deployments

Requirements and prerequisites

Participants should understand basic maintenance terminology, including functional locations, equipment, maintenance orders, notifications and planned maintenance. Familiarity with navigating SAP GUI or SAP S/4HANA Fiori is useful because exercises use both interfaces. Experience creating maintenance plans as an end user will help, but is not essential. This is a foundation-to-intermediate configuration course: a complete beginner can attend if they are prepared to learn SAP PM master data and IMG/SPRO terminology. Prior ABAP programming, SAP Basis administration, integration development and advanced reliability-centred maintenance analysis are not required.

Training methodology

Each day combines focused instructor-led explanation with live SAP PM configuration demonstrations and supervised practice in a training system. Participants configure a connected plant scenario rather than isolated transactions: they establish master data, create task lists, set up plans and strategies, schedule calls, generate orders and investigate outcomes. Short case discussions address design choices such as calendar versus counter cycles and shutdown packages. Teams review configuration workbooks against operational requirements, then complete an individual application plan identifying settings, test cases and governance actions for their own environment.

Course outline

Day 1: Preventive maintenance process and master-data foundations

• SAP S/4HANA Asset Management preventive maintenance process flow
• Functional location structures and equipment master-data relationships
• Maintenance plant, planning plant and work centre assignments
• Maintenance planner groups and plant maintenance organisational settings
• Maintenance activity types and maintenance order type selection
• General maintenance task list structure and operation sequencing
• IMG/SPRO navigation for SAP PM configuration

Workshop: Participants map a sample production area into functional locations and equipment, then create the master-data and configuration design entries for their workbook.

Day 2: Task lists and time-based maintenance plans

• General task lists, equipment task lists and functional location task lists
• Operations, control keys, work centres and standard values
• Maintenance items and object list assignment
• Single-cycle maintenance plan configuration
• Cycle units, scheduling periods and offset values
• Maintenance plan categories and call object options
• Maintenance plan creation and initial scheduling

Workshop: Participants create a quarterly inspection task list and single-cycle plan, schedule it, and verify the resulting maintenance call and order proposal.

Day 3: Maintenance strategies and package scheduling

• Strategy-based maintenance planning principles
• Maintenance strategy headers and package definitions
• Package hierarchy, cycle lengths and tolerance windows
• Cycle sets and strategy assignment to maintenance plans
• Scheduling indicators and completion requirement settings
• Call horizons, shift factors and late completion behaviour
• Multi-package maintenance plan scheduling analysis

Workshop: Participants configure a 1-, 3-, 6- and 12-month maintenance strategy and test which packages are called across a simulated annual schedule.

Day 4: Performance-based maintenance and execution integration

• Measuring points, counters and measurement positions
• Counter-based maintenance plan setup
• Annual estimate, counter readings and measurement documents
• Multiple-counter plans and maintenance item logic
• Maintenance notifications as call objects
• Automatic maintenance order generation and order control parameters
• Technical completion and maintenance plan completion confirmation

Workshop: Participants configure a running-hours counter plan for a pump, enter measurement documents, generate the maintenance call and analyse the next due date.

Day 5: Configuration testing, governance and implementation readiness

• Preventive maintenance configuration test scripts
• Scheduling log review and call-date troubleshooting
• Due list analysis and maintenance plan monitoring
• Fiori apps for maintenance plan scheduling and management
• Authorisation considerations for planners and maintenance technicians
• Master-data governance for plans, task lists and measurement points
• Transport, cutover and configuration documentation practices

Workshop: Participants complete an end-to-end configuration test, resolve a scheduling defect, and present their preventive maintenance workbook and site application plan.

Tools & standards covered

SAP S/4HANA Asset Management, SAP GUI, SAP Fiori Launchpad, ISO 14224

A typical training day

Live online deliveries follow the same structure in the East Africa Time zone, with shorter screen blocks and longer breaks.

What the fee includes

How you can take this course

Certification

Participants who complete the full five days receive the Skillset Development Certificate of Completion, stating the course title, course code, dates and delivery format — suitable for professional-development records and employer reimbursement.

Frequently asked questions