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-Maximo Monday- Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

-Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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Page 1: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

-Maximo Monday-Topic: Maximo for Utilities - Compatible UnitsDate: December 17, 2007

Page 2: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: 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

Page 3: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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.

Page 4: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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

Page 5: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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

Page 6: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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.

Page 7: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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.

Page 8: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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

Page 9: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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

Page 10: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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:

Page 11: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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.

Page 12: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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

Page 13: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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

Page 14: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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

Page 15: -Maximo Monday- Topic: Maximo for Utilities - … · -Maximo Monday-Topic: Maximo for Utilities - Compatible Units Date: December 17, 2007

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]