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-Maximo Monday-Topic: Maximo for Utilities - Compatible UnitsDate: December 17, 2007
2Copyright © 2007 Accenture All Rights Reserved.
Conference Objectives
• What are Compatible Units?• Components and Structure of Compatible Units• When to use Compatible Units?• Business benefits from Compatible Units• Integration for Maximo for Utilities 6.2 • What’s new for T&D 6.3
3Copyright © 2007 Accenture All Rights Reserved.
What are Compatible Units?
Compatible Units are not simply codes to generate a cost estimate.
Compatible Units are a Design Technique.
4Copyright © 2007 Accenture All Rights Reserved.
Compatible UnitsBuilding Blocks
&
Maximo Building BlocksFor Compatible Units
Labor in the form of Crafts/ CrewTypes.
Determines Internal and external effort for Install, Remove, Transfer and
abandon WorkFunctions
Item MasterMaterial IDs
Determines Bill of Material (BOM)
ToolsDetermines any
equipment or special tool to
perform the job
FERCs
Accounting Strings
Asset Codes
Continuous Property Record
Overhead Factors
Contractor’s Cost definition
CU Special Conditions, Utilization,
Structure, etc.
CU
Labor Adders
StoreroomsWork Groups
CrewType Assignment
BidUnit?
CU Classifications and Attributes.
Link to GIS
Integration Enabler
Elements
CU Foundations
5Copyright © 2007 Accenture All Rights Reserved.
Compatible Units Structure
Frame
+
Transformer + Arrester
Level 1Level 2
Pole
Level 3
Compatible Unit selected by designer
Framed Pole
6Copyright © 2007 Accenture All Rights Reserved.
When to use Compatible Units?
Compatible Units are better implemented when there are repetitive elements of a design (including material, tools or labor components) that systematically can be structured to form comprehensive DESIGN units or Compatible Unit.
7Copyright © 2007 Accenture All Rights Reserved.
Reporting/ClosingAs-Built Modifications
DesignWork Design
ScheduleScheduling
ScheduleMaterial Requisition
Post-CompletionContinuous Improvement
CompletionContractor Invoicing
CompletionAsset Unitization/Settlement
ReportingPerformance Reporting
ReportingMaterial Reconciliation
ConstructionProgress Reporting
DispatchPaper/Electronic Field Order Creation
Design / ApprovalCost Estimating
DesignResource Planning (Material, Labor, and Equipment)
Long CycleShort Cycle Life CycleFunction
Probable
N/A, No Use
Of Value
KEY
CU Business Benefits
Compatible units will also improve management of Long and potentially Short cycle work. The value they offer varies within Function and Life Cycle.
8Copyright © 2007 Accenture All Rights Reserved.
Compatible units are used throughout the work management process and are the building block that holds the process together. The value they offer varies by the process within the life cycle and whether work is perform by Company or Contractor Crews.
DesignWork Design
ScheduleScheduling
ScheduleMaterial Requisition
Post-CompletionContinuous Improvement
CompletionContractor Invoicing
CompletionAsset Unitization/Settlement
ReportingPerformance Reporting
ReportingMaterial Reconciliation
ConstructionProgress Reporting
DispatchPaper/Electronic Field Order Creation
Design / Approval
Cost Estimating
DesignResource Planning (Material, Labor, and Equipment)
Contractor?Company?Life CycleFunction
Probable
N/A, No Use
Of Value
KEY
CU Business Benefits
9Copyright © 2007 Accenture All Rights Reserved.
Reduce Design Labor on Work Requests
Designed Work Requests Work requests that have formal sketch-based and/or tabular designs required for them; examples would include main extensions, service relocations.
Template Designed Work Requestswork requests that have a template-based approach to them that employ macro units.
Non-Designed Work Requestssimple, repeatable work that are assigned a job code and immediately available for scheduling; examples would include: Trouble calls, corrosion
Design Complexity
Des
ign
Cos
t
10Copyright © 2007 Accenture All Rights Reserved.
Compatible Units Benefits:Improve Design / Estimating
• Allowing greater use of pre-designed templates• Simplifying design through standardization• Automating costing and customer contribution
calculations• Facilitating settlement and financial / plant
accounting reporting• Integrating with external design tools
The Compatible Units Design Technique enables increased productivity in estimating by:
11Copyright © 2007 Accenture All Rights Reserved.
Compatible Units Benefits:Improve Scheduling
• CU’s help define the type and quantity of resources required to perform work:– Crew Skills– Crew Size– Duration of effort– Vehicles and Equipment
• Allows for efficient and automated scheduling to match available resources.
• Creating field documentation (e.g. work tickets and job packages)
The Compatible Units Design Technique provides the basic building blocks required for accurate scheduling.
12Copyright © 2007 Accenture All Rights Reserved.
Core ApplicationIntegration Approach
Maximo Core
Application
T&D Solution
Work Order App.
Inventory App.
CraftContracts
AccountingTools
CU Estimating
CU Library
13Copyright © 2007 Accenture All Rights Reserved.
External System Integration
Maximo Core
Application
T&D Solution & External Sys. Int.
Work Order App.
Inventory App.
CraftContracts
AccountingTools
CU Estimating
CU Library
Planing/ Scheduling
CAD/GIS
Financial Systems
Procurement System
14Copyright © 2007 Accenture All Rights Reserved.
New in 6.3
• Skill level definition at the skill level
• Added “Override Estimate Vendor” to each CU Tool Record
• New Tab that allow multiple Service Items to be added to a CU.
• Added fields for; Overhead Type, Storeroom Site.
• Added Site as a Material Filter• New Issue Unit column name and
“Major Item” checkbox• Added Overhead Type code to
each loading line item• Added Task Type to the CU and
the Work Order Details
15Copyright © 2007 Accenture All Rights Reserved.
Contact Information
• Sandy Jones – Senior Executive– [email protected]
• Jeff Daniel – Manager– [email protected]
• Felix J Torres – Manager– [email protected]