© 2013 IBM Corporation

Planning and Scheduling in Maximo: Best Practices and Coming EnhancementsJames Cooper, European Technical Leader

[ Copenhagen, 28th May ]

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Please note

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What is Maximo Scheduler?

A set of Maximo applications where users can:

Schedule work orders, tasks and PM forecasts graphically

Assign labor/crew to work orders and tasks

Dispatch crew to work locations to perform work

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What is Maximo Scheduler?

Maximo

Maximo Scheduler

Is installed when Maximo 7.x is installed (richer functions on 7.5.x)

Enabled by the Scheduler license key

Scheduler is anadd-on product to Maximo

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History - Scheduler 7.1 & 7.1.1

Gantt View to visualize work orders and tasks

- Drag & drop work orders & tasks- Manage dependencies- Perform CPM- View resource load and availability

Work Orders

- Date constraints- Task dependencies

Scheduler 7.1

Gantt View to visualize PM forecasts

- View and manage future PMs and Work Orders- View resource load and availability for both future PMs and Work Orders

Work Orders

- Bulk Reschedule- Assignment Manager tab in Work Order application

Scheduler 7.1.1

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Current Version - What makes up Scheduler 7.5.1 ?

Investing in the natural evolution of our current products in a direction desired by our customers

Enhancements to Scheduler• Graphical Assignment/Dispatching• Provision of standard Work Order actions• Additional Resources

• Assets/Locations• Labor• Tools• Materials

• Schedule Compliance

Enhancements to Maximo• Service Addresses• Public Map UI Control• Crews

Maximo Everyplace role based templates

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Scheduler Application Screen Shot

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It is also a means to view labor availability (vacation, overtime, previous assignments etc..) and make labor assignments

It is a Dispatching application where the location of Crews and Labor, and the progress of work can all be monitored

It is Maximo Everyplace templates

designed to make the job of the field

technician all that much easier

Scheduler is now not just a planning & scheduling

tool !

Scheduler – Revised Approach to Work Mgmt.

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Target users..

• Defines and adjusts labor/crew availability along with resource leveling

• Capacity Planning

• Assigns work orders to resources

• Continuously optimizes the schedule as the operational environment changes

• Sequence and route work assignments based on geography

Scheduler/Planner

• Monitor field resources and work order progress and status

• Monitor the location of field resources compared to open orders

• Enter status and complete work orders on behalf of technicians who don't have mobile devices

• Sequence and route ongoing work assignments based on geography and optimization

Dispatcher

• Supervisor approves and assigns work on mobile devices

• Receive work orders in the field and provide real time status updates to dispatch

• Complete, edit and approve work orders on mobile devices along with viewing work on a map with optimal driving directions

• Notify dispatch of potentially dangerous situations, incomplete work

Field Technician

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Scheduler

• Create Schedule• Forecast Work, Resource Demand / Availability

Graphical

Assignment

• Make Assignments• View availability (incl. breaks, vacation), Validate Craft/Skill,

Dispatching

• Assigned Routes visible &editable in a map• Assign new work based on crew proximity

Communication

• Field tech can view assigned route & work• Update work status & progress

Work Management hand off

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Functionality & Use Cases by Role

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Planners & Schedulers

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The ability to show Target, Scheduled and Actual Dates on the Gantt chart Allows Planners & Schedulers to get a view of how work is

progressing, and the affect of the progress on related work

Scheduler Compliance

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Asset & Location Availability

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Other Resource Availability tab shows:

Maintenance/Operational/Calendar availability of Asset and Location

Material Availability for planned materials Shows required quantity vs available quantity Green bar shows materials are available, red bar shows materials are unavailable

Planners & Schedulers know when not to schedule work based on material availability

Material Availability

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Work Order Actions• Allow status changes on

multiple work orders/tasks

Additional Toolbar Buttons

• Zoom to Week

• Go To Day

• Constrain horizontal scrolling to

the date range containing work

• Filter resources based on

selected work orders

• Show/Hide Compliance

• Full Screen

Additional Actions

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Calculate costs within schedule by week, month and year

Illustrate Committed and Saved Estimated Labor, Materials, Services and Tools, as well as Actual Labor, Materials, Service and Tools

Allows budget adherence

Schedule Cost

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Shop Floor Resource Planners

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New application aimed at the process of assigning work to people

– Similar UI to Scheduler Gantt view for consistency

– Helps the Planner & Scheduler see non work time for a resource, as well as assignments made by other

Foremen beyond the bounds of their schedule… eliminates duplicate labor assignments

Graphical Assignment

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Graphical Assignment

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Allows the Foreman to:

Split Work According to Shifts, might be used if extending duration of the assignment

across an end of shift

Split Work, once split can drag second assignment to add a time gap

Split Work into Three Records, creates two additional assignments

Create Assignment

Delete Assignment

Making an Assignment

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Dispatchers

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Graphical Assignment – Dispatch View

Create Street-Level Routes for your mobile field workforce to view work on the Dispatch View tab in Graphical Assignment.

Calendar View Map View

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Graphical Assignment – Dispatch Calendar View

Grey Line - Calendar Breaks – set up in Calendar Application

Light Grey Area – labor/crew Availability – set up in Gantt View –

Modify Person/Crew availability

Assignments with Travel Time

Filter Button – Highlight the Resources you want to focus on and click Filter button – only

those resource will show in the list.

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Graphical Assignment – Dispatch Map View

Work Symbology – show markers based

on Route, Status, Priority and Work

Type.

Unassigned WOs – show Unassigned WOs on the map

based on Work List Query.

Nearby Labor and Crews– show resources geo-location

on the map.

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Field Technicians

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Maximo Everyplace Work List

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Everyplace Map View Section – Street Level Route

Street-level Route with assigned Work Orders for the Labor or Crew.

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Everyplace Work Order Labor Bookings

Start and Stop Timers– Start Timer allows you to automatically

set work order to INPRG.– If a member of a Crew is logged in will

create a labor transaction for each member of the crew.

– Each transaction is still editable after the fact until WO is set to Complete.

– Stop Timer allows you to set WO Status to Complete.

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Next Release - Optimization

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Why Scheduler Optimization?

Planner / Scheduler manually creates an

optimal schedule

Manually leverage the benefits of Scheduler 7.5.1

Supervisor manually performs assignments for all work orders and tasks within the schedule

Manually leverages the benefits of Graphical Assignments appl. in

Scheduler 7.5.1

Dispatcher monitors current and incoming work & assigns based on many org specific criteria. Manually

adjusts resource schedules affected by new assignments

Manually manages a dynamic Resource and Crew schedule in the Dispatching appl. in Scheduler 7.5.1

• Quicker schedule creation• Greater schedule accuracy and compliance.• Reduction in Services required to supplement resources.

Benefits

Schedule automatically created

Capacity planning and resource leveling models based on

asset/location availability, resource constraints

Labor and/or Crews automatically assigned to

schedules

Assignment optimization model uses Craft, Skill and Crew Type and vacation data to optimally assign Resources or Crews

Incoming work automatically assigned to Labor or Crews based on

organizational priorities

Uses Dynamic Scheduling optimization model to accommodate incoming work respecting organizational priorities to optimize routes, assignments, and

productivity

• Major efficiency gain by freeing the Dispatcher from having to shuffle resource routes to accommodate incoming work.• Optimizes work and travel time to maximize productivity.

Current Approach

Scheduler 7.5.1

Streamlines the entire work management process!

• Huge efficiency gains by eliminating routine repetitive assignment action.• Allows Supervisor to adjust the assignments rather than make them.

Our intent

with a new approach

Scheduler V.x

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Our Intent with Scheduler Optimization Models…

Capacity PlanningAdjusts craft, skill and crew type availability to execute as best as possible the work as required (overutilization and underutilization periods are possible). Gaps are identified.

Resource LevellingWork orders are scheduled within their allowed time window to minimize overutilization and underutilization.

Craft, skill and crew type availability

Craft, skill and crew type availability

(1) Long/Medium Term Planning

(2) Medium/Short Term Planning

ResourceAssignment

Scheduled work orders

Specific workers are assigned to the activities to fulfil the craft or crew type requirement.

Dynamic Work Scheduling

Dynamically assign emergency work orders to labor/crews and reassign/reschedule affected work orders.

Named resources availability with specific craft, skill set, crew type and location.

Specific resources with required craft, skill set, crew type for a given geographic location.

(3) Short Term Planning

(4) Short Term PlanningEmergent work orders

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Base enhancement - Highlighted Edited Records

Work rows will be highlighted when the work order has been edited

Right-click action available to commit only selected rows that have been edited.

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Optimization Processing Options

A resource leveling scenario allows foreground or background processing

a cron for timing the run on a recurring basis

various user inputs based on the type of criteria for the problem being resolved

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Compare Schedules

The new Compare View lets the planner see the differences between any 2 scenarios including the current schedule

Red indicates a difference in a work order's schedule dates

A previous/next button scrolls through the differences. A filter button filters the view to just the differences

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