IBM

Maximo Application Suite - Manage: Core Data Setup

Learn how to create a new Organization and Site in Maximo Manage and discuss the core options available in the Organizations application.

GK #821755Virtual Classroom LiveClassroom LiveOn-Demand
FormatsVirtual Classroom Live · Classroom Live · On-Demand

What you’ll learn

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 training

Dates and availability are confirmed by Bolt when we follow up. All times are shown in the provider’s stated time zone.

Flexible startTime to be confirmed
On-DemandONLINE · English
2026-10-20 — 2026-10-209:30 AM - 5:30 PM EST
Virtual Classroom LiveONLINE · English
2026-12-08 — 2026-12-089:30 AM - 5:30 PM EST
Virtual Classroom LiveONLINE · English