651-905-3729 Microsoft Silver Learning Partner EC Counsel Reseller compTIA Authorized Partner

Maximo Application Suite - Manage: Core Data Setup

1 Day

Description

This instructor led course provides students with an understanding of how to create a new Organization and Site in Maximo Manage and discuss the core options available in the Organizations application. They will also be able to create classifications and Location records. Students will learn about topics such as Multi-Organization strategy, GL Account setup and Organization Options. This course also has hands-on lab exercises using a Red Hat OpenShift Maximo Manage environment.

Audience:
Consultants, System Administrators, Support, Sales, and Users

Objectives:
After completing this course, you should be able to perform the following tasks:
Describe Multi-Org and Multi-Site strategy
Plan new Organization and Site records
Create Item and Company Sets
Explain the usage of Organization options
Configure basic Organization Chart of Account settings
Create a Clearing account
Create Classification hierarchies
Understand the usage of Locations
Create Location Systems

Upcoming Classes

Virtual Classroom Live
December 09, 2025

$895.00
1 Day    9:30 AM ET - 5:30 PM ET
view class details and enroll
Virtual Classroom Live
February 10, 2026

$895.00
1 Day    9:30 AM ET - 5:30 PM ET
view class details and enroll
Virtual Classroom Live
April 13, 2026

$895.00
1 Day    9:30 AM ET - 5:30 PM ET
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date

Course Overview

Module 1: Core Data Setup Introduction

  • Discuss the Initial data configuration
  • Secondary Data Steps
  • Overview of Users, People and Labor
  • Define basic required data   

Module 2: Initial Setup of a Manage System

  • Terms and Conditions
  • Database Setup
  • Secondary Data and Database Setup

Module 3: Configure Organizations and Sites

  • Maximo Data Levels
  • Maximo Sets
  • Maximo Multi Organization Configuration
  • Maximo Multi Site Configuration

Module 4: Using Sets for Data Sharing

  • Describe Maximo Data Sharing
  • Describe Data sharing in a Multi-Organization environment
  • Describe Organizations Currencies
  • Describe Company and Item Sets

Module 5: GL Account Setup

  • Describe Maximo GL Account Configuration
  • Describe GL Account Components
  • Describe Chart of Accounts for Maximo Organizations

Module 6: Financial Accounts Overview

  • Describe Maximo Financial Accounts Overview
  • Describe Financial Periods
  • Describe Organization Default Accounts
  • Describe Resource Codes
  • Describe Various Financial Account Settings

Module 7: Organization Options

  • Describe Maximo Organization Options
  • Describe Maximo Site Level Options
  • Describe Maximo Work Order Options
  • Describe Maximo Purchase Order Options

Module 8: Defining Classifications

  • Describe Maximo Classifications Overview
  • Describe Maximo Classification Use Case
  • Describe Maximo Classification Setup
  • Describe Maximo Classification Attributes

Module 9: Locations and Location Hierarchies

  • Describe Maximo Location Definitions
  • Describe Maximo Location
  • Describe Maximo Systems
  • Describe Maximo Location Setup

Upcoming Classes

Virtual Classroom Live
December 09, 2025

$895.00
1 Day    9:30 AM ET - 5:30 PM ET
view class details and enroll
Virtual Classroom Live
February 10, 2026

$895.00
1 Day    9:30 AM ET - 5:30 PM ET
view class details and enroll
Virtual Classroom Live
April 13, 2026

$895.00
1 Day    9:30 AM ET - 5:30 PM ET
view class details and enroll
Private Training Available
No date scheduled, don’t see a date that works for you or looking for a private training event, please call 651-905-3729 or submit a request for further information here.
request a private session or new date