1. Open current Lumen PM spreadsheet


2. Hide irrelevant columns - CLLI_CODE, PRIORITY, TYPE, AGE, FLOOR, ROOM, WORK_GROUP, TITLE_CODE


3. Insert new column and use formula "=CONCAT()" to combine data from multiple columns. 


    Ex. formula: =CONCAT(F2," EQUIP# ",K2," TASK# ",O2," $",G2," ",N2). This will work assuming the columns haven't been       changed in the latest spreadsheet


   Formula results should look like this:

 

8893-23105 EQUIP# 04001-SS TASK# 04052 $204.8 MAJOR I&M OF AIR HANDLING UNITS


    Order of columns: WORK_ORDER_NO, EQUIPMENT_NO, INITIAL_TASK_NO, PPT, TASK_DESC


   This column is what will be pasted into the Work Order Description later.


    Apply formula to whole column by dragging down from the lower right corner of the cell


4. Click on "Data" tab, select "Sort".


5. Select "ADDRESS_ID" from the "Sort by" drop-down


6. Click "Add Level" button


7. Select "WORK_ORDER_NO" from the "Then by" drop-down and click "OK"


8. Filter out "WEEKLY INSPECTION OF BOILERS" from the "TASK_DESC" column. These will have to be loaded separately from the rest because they have different start dates.