Overview

In this course, we will look at how to create a new Organization and Site in Maximo Manager and walk through some of the options available in the Organizations application. We will also explore the creation of classifications and Location records. After learning about these concepts, practice what you have learned by doing the hands-on lab exercises.

Audience

• Implementation consultants responsible for Maximo Application Suite deployments
• System administrators who configure and maintain Maximo environments
• Support engineers providing day‑to‑day assistance for Maximo users
• Sales engineers who design solutions and need to understand core data setup
• Functional analysts and power users with basic knowledge of Maximo inventory and asset modules

Prerequisites

Objective

• Explain Multi-Org and Multi-Site strategy and its benefits.
• Plan and design new Organization and Site records.
• Create Item and Company Sets for inventory management.
• Explain the usage of Organization options within Maximo.
• Configure basic Organization Chart of Account settings.
• Create a Clearing account for financial transactions.
• Build Classification hierarchies to organize assets.
• Explain the usage of Locations and their role in asset tracking.
• Create Location Systems to manage site locations.

Course Outline

1. Module 1: Introduction to Organizations: Overview of Multi‑Org and Multi‑Site concepts and navigation in Maximo Manager.
2. Module 2: Creating Organizations and Sites: Step‑by‑step creation of Organization and Site records, including financial options.
3. Module 3: Classification Hierarchies: Build and manage Item and Company Set classifications and hierarchy structures.
4. Module 4: Location Management: Define Location systems, create Location records, and configure related settings.
5. Module 5: Hands‑On Lab and Badge: Apply all concepts in lab exercises and earn the course completion badge.