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Transcript of Maximo Scheduler Overview v2 - IBM€¦ · Update Work Status and ... –Maximo Scheduler provides...
© 2013 IBM Corporation 1
Maximo SchedulerMaximo Scheduler
A Revised Approach to Work ManagementA Revised Approach to Work Management
Vikul Banta – Product Manager
Brian Downey – Senior Design Architect
© 2013 IBM Corporation 2
Forecast Work
Identify
Resource Gaps
Create
schedules
Our Work Management Focus Areas Our Work Management Focus Areas
Schedule ComplianceSchedule ComplianceSchedule Compliance
PlanningResource
Optimization
Availability
• Assets
• Location
• Material
• Tools
• Labor/Crews
Assignment
Assign using a
Graphical UI
Labor and
Crews
Accommodate
vacation/break
Dispatching
Graphical UI
Public Map
Control
Route
Visualization
Labor and
Crews
Real-time
Communication
Assign
Emergency Work
Communication
to Field
Technicians
Update Work
Status and
Progress
© 2013 IBM Corporation 3
3
Roles We Accommodate in Managing WorkRoles We Accommodate in Managing Work
© 2013 IBM Corporation 4
Maximo Scheduler PedigreeMaximo Scheduler Pedigree
Focus Areas:
© 2013 IBM Corporation 5
Maximo Scheduler FocusMaximo Scheduler Focus
Functionality, Use Cases, and Functionality, Use Cases, and Value by RoleValue by Role
© 2013 IBM Corporation 6
The Planner, Scheduler & SupervisorThe Planner, Scheduler & Supervisor
© 2013 IBM Corporation 7
Gantt Chart VisualizationGantt Chart Visualization
Use Case
– Planners and Schedulers want the ability to view, adjust, and publish work schedules
in a graphical view
– They want to view forecasted Preventive Maintenance (PM) instances along with
planned work
– They also want an illustration of the work order completion window
Solution
– Maximo Scheduler contains a Gantt tool to schedule work orders, tasks, and
forecasted PM work graphically
• View all planned, reactive, and forecasted work in a single, consolidated graphical view
• All work order, task, and forecast information available in a configurable UI
• Drag-and-drop capability allows for easy schedule manipulation based on real time
information
• View completion window for appropriate work orders
© 2013 IBM Corporation 8
3View Work Orders and PMs
- Intuitive view of forecasted PMs along with planned work orders
- Drag and drop work orders as well as forecasted PMs
© 2013 IBM Corporation 9
33Precedence Logic and Activity ConstraintsPrecedence Logic and Activity Constraints
• Precedence logic between work orders/tasks that have the same parent
• SNE/FNL date constraints calculated automatically from JP/PM offsets
© 2013 IBM Corporation 10
Schedule ComplianceSchedule Compliance
Use Case
– Mid-way through a one month project, operations has asked the maintenance manager to assess
performance against plan. Maintenance uses Scheduler to open the monthly schedule and show
actual work dates vs. planned dates for the 2 weeks done, and their impact on the remaining work.
– The maintenance director requires a weekly schedule compliance report from every maintenance
manager in order to measure the effectiveness of the work scheduling process. They recognize
that this metric is an indicator of planning effectiveness, reactive work and craft worker
effectiveness.
Solution
– Maximo Scheduler has the capability to graphically show work orders’ Target Start/End,
Scheduled Start/End and Actual Start/End dates in the Gantt view. By default, Scheduler will show
Scheduled Start/End dates offering the user the option of showing all other dates with a click of a
button.
– Users have the option to calculate and store the Schedule Compliance metric. A configuration
page is available, providing users the ability to set the frequency for this metric (i.e. weekly,
monthly and quarterly)
© 2013 IBM Corporation 11
33Schedule ProgressSchedule Progress
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
© 2013 IBM Corporation 12
Visibility of Other ResourcesVisibility of Other Resources
Use case
– Several major PMs are due at the same time due to a busy production schedule. As such, Assets
are only available for maintenance at very specific dates/times. The maintenance planner needs
to schedule this work during the available time slots
– The floor manager just found out that a turbine will be available for maintenance the next day. He
would like to gather all pending work orders on that turbine and its sub assemblies and schedule
them during that window of opportunity.
– 5 trucks are due for annual maintenance next week. The operations planner would need to know
the availability of the repair bay in various locations so that he can coordinate truck routes such
that they will be in the vicinity of the assigned bay in time for maintenance.
– The maintenance manager needs to review next week’s scheduled work orders to make sure the
parts are in stock. If parts are not available for the work, he will need to reschedule such work
orders and replace them with other pending work orders.
© 2013 IBM Corporation 13
Visibility of Other ResourcesVisibility of Other Resources
Solution– Maximo Scheduler provides a graphical view of Craft, Asset, Location, Materials, and Tools that
will allow the planner to schedule work with confidence that other critical considerations can be
met.
– Planners are able to view when equipment will not be running, and when it will be available for
maintenance to be performed.
– Planners can avoid reworking schedules due to schedule dates that can not be met due to Asset
and/or Location utilization.
© 2013 IBM Corporation 14
33Asset & Location AvailabilityAsset & Location Availability
Maintenance and Operational schedules in Assets and Locations with
visibility in Scheduler
This determines when work can be done on the Asset/Location
© 2013 IBM Corporation 15
33Material AvailabilityMaterial Availability
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
© 2013 IBM Corporation 16
Schedule Cost Projection & TrackingSchedule Cost Projection & Tracking
Use Case
– A Planner knows that he only has a given budgeted amount to devote to the project which is
currently being scheduled. His management will need to know if the project can be done within
budget.
– A capital project is partially complete, and the project planner has been asked by executive
management for a cost rundown of the scheduled project, progress, etc.
.
Solution– Maximo Scheduler provides instant means for a Planner to assess how closely they are keeping
to budget with a schedule being defined. For schedules that are underway, it provides a complete
breakdown of proposed, committed, and actual costs. This eliminates the need for custom reports
to be defined and run, and can assist a Planner in keeping within budget long before the start of a
planned project.
© 2013 IBM Corporation 17
33Schedule Cost TabSchedule Cost Tab
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
© 2013 IBM Corporation 18
Graphical Employee AssignmentGraphical Employee Assignment
Use Case– Part of a maintenance supervisors role is to assign work to maintenance technicians or crews based
on their skill and availability. To do this quickly and accurately, they need to view their current
assignments, break time, shift and vacation time.
Solution– The Graphical Assignment application in Maximo Scheduler provides drag and drop capability, along
with the visibility of all other critical factors (current assignments, vacation and break time) for proper
assignments to be made.
– Illustrates unassigned work and facilitates efficient assignment of appropriate technicians or crews
based on craft or crew type.
– Provides effortless reassignment of work from one technician/crew to another, as well as the ability to
split work among technicians/crews.
© 2013 IBM Corporation 19
33Graphical AssignmentGraphical Assignment
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 scheduleA eliminates duplicate labor assignments
© 2013 IBM Corporation 20
33Making an AssignmentMaking an Assignment
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/Delete Assignment
© 2013 IBM Corporation 21
The DispatcherThe Dispatcher
© 2013 IBM Corporation 22
Dispatching Dispatching
Use Case
– The dispatcher is notified at the start of the shift that Crew1 will not be available today, so all of their
priority 1 work needs to be rerouted and reassigned to other crews in order for that work to be
completed today.
– The Dispatcher has received an emergency work order for the northeast part of the city that needs to be
worked on within the next 2 hours.
Problem
– There is no easy way for the Dispatcher to view all of the current routes and where the work or
resources are located throughout the city in an efficient manner .
– The Dispatcher needs to have a single view showing all of the today’s routes on a map along with their
work locations. They also need to have the ability to quickly assign new work to a crew and re-optimize
their work route.
Solution– The Dispatching application in Maximo Scheduler allows the Dispatcher to:
• Utilize maps to show street-level routes (SLRs) on a map, location of labor or crew resources.
• Quickly drag and drop new work to a crew at the “beginning of the shift scramble” when time is
limited to rearrange schedules for the day.
© 2013 IBM Corporation 23
33Dispatching Dispatching
Dispatcher monitors and responds to on-going work out in the field :
– Dispatching View provides clients the ability view Work Order assignments in a calendar and map view
to spatially understand the dynamic work day.
– Dispatcher has the ability to view geo-location data from mobile devices and locate resources on a map
to determine current location.
– Ability to view spatially which resource can be rescheduled based on location and travel time when new
unassigned work orders come in throughout the day.
© 2013 IBM Corporation 24
33Dispatch Dispatch –– Map ViewMap View
� Shows the sequence of work assigned to each resource based on a route color.
� Ability to view nearby Labor and Crews, Unassigned Work, Prioritized work, Work Types and Status.
Map View of Work Order Priority
© 2013 IBM Corporation 25
The Mobile Field TechnicianThe Mobile Field Technician
© 2013 IBM Corporation 26
Field Technician Field Technician Use Case
– The field technician is assigned work from the Dispatcher, and needs a way of acknowledging receipt, taking
ownership, and knowing where the work needs to be performed.
– The field technician has finished his assigned work order early and has time available for other work, but does
not know where any nearby work may be.
– An apprentice field technician is working on a job, but encounters a problem that they know can be resolved by
a Journeyman Mechanic. They are fairly certain that a nearby resource exists, but unsure where and how best
to reach them.
– The Foreman is made aware of a new work order assigned to his team, and needs to see where his resources
are located and the work which they are engaged in so that he may appropriately assign the work.
Solution
– The existing Maximo Everyplace mobile offering has 4 new templates provided as part of the Maximo
Scheduler:
• Everyplace Technician (Tablet) Large Screen Heavy Technician Functionality
• Everyplace Technician (Phone) Small Screen Heavy Technician Functionality
• Everyplace Technician (Lite) Small Screen Light Technician Functionality (Inspector, Break/Fix, Rapid
Dispatch)
• Everyplace Supervisor Small Screen Supervisor Functionality
– Enable Field Technicians and Foremen to view maps displaying current and assigned work, location of nearby
resources, unassigned work, turn by turn directions to next assignment, feedback on assigned work
© 2013 IBM Corporation 27
33Field Technician ApplicationField Technician Application
Field Technician’s Work Order Route
© 2013 IBM Corporation 28
33Field Technician Application Field Technician Application –– My Work My Work
Field Technician’s Street Level Route
Field Technician’s Material
Requirements
Field Technician’s Tool Requirements
© 2013 IBM Corporation 29
What’s new in Scheduler 7.5.2?
© 2013 IBM Corporation 30
New: Graphical Crew ManagementNew: Graphical Crew Management
� New Crew application to help with the Daily Morning shuffle of Crew Assignments
– Drag and drop labor and tools to make up a qualified crew
© 2013 IBM Corporation 31
Forecast Work
Identify
Resource Gaps
Create
schedules
New: Adding New: Adding OptimizationOptimization to our Focus Areas to our Focus Areas
Schedule ComplianceSchedule ComplianceSchedule Compliance
PlanningResource
Optimization
Availability
• Assets
• Location
• Material
• Tools
• Labor/Crews
Assignment
Assign using a
Graphical UI
Labor and
Crews
Accommodate
vacation/break
Dispatching
Graphical UI
Public Map
Control
Route
Visualization
Labor and
Crews
Real-time
Communication
Assign
Emergency Work
Communication
to Field
Technicians
Update Work
Status and
Progress
Capacity
Planning
Resource
Leveling
Resource
Assignment
Spatial
Scheduling
Dynamic
Scheduling
© 2013 IBM Corporation 32
Resource LevelingResource Leveling
Problem definition:
Work Orders have to be scheduled based on availability of labor, crew, asset, and location.
Goals:
Schedule work orders based on its priority in such a way that the available labor/crew resources
are optimally used. Additionally work orders will be scheduled with minimal interruption and when
asset/location are available for maintenance.
Work Attributes Considered
Skill level of the Craft
Priority Direction
Asset’s Operational and Maintenance availability
Location’s Operational and Maintenance availability
External Labor
Schedule Window (Date Constraints)
Resource Availability Variables
Partial availability of labor/crew
Time Interval Precision
© 2013 IBM Corporation 33
Capacity PlanningCapacity Planning
Problem definition:
Work Orders have to be scheduled based on availability of labor, crew, asset, and location and
completed within a defined time period. For e.g. 2 week shutdown, turbine overhaul (4 weeks),
maintenance in remote locations with seasonal restrictions etc..
Goals:
Schedule work orders based on its priority in such a way that the available labor/crew resources
are optimally used within the given time period. If the available resources are insufficient then
identify the required resources to complete the work.
Work Attributes Considered
Skill level of the Craft
Priority Direction
Asset’s Operational and Maintenance availability
Location’s Operational and Maintenance availability
External Labor
Schedule Window (Date Constraints)
Time period
Resource Availability Variables
Partial availability of labor/crew
Time Interval Precision
© 2013 IBM Corporation 34
Resource AssignmentResource Assignment
Problem definition:
Daily work assignments are tedious to create manually when there are numerous work orders and
labor/crews.
Goals:
Automatically assign labor and crews to work orders by matching skill, crew type and availability
between the work order resource requirements and the resources. This allows the manager to
manage exceptions rather than manually build the entire list.
Work Attributes Considered
Craft and Skill requirement of the jobs
Crew Type requirement of the jobs
Operational and Maintenance availability
Location’s Operational and Maintenance availability
External Labor
Schedule Window (Date Constraints)
Resource Attributes Considered
Craft and skill of the labor persons
Crew type of the crews
Standard shift availability
Calendar breaks
Modified person availability
(vacation/sick/overtime/personal)
© 2013 IBM Corporation 35
Spatial SchedulingSpatial Scheduling
Problem definition:
Daily crew assignments need to consider the location of the work as well as distance and travel
time, and be optimized into daily routes for each crew.
Goals:
Automatically create daily street routes for the crews by matching crews to work orders within
geographic work zones, considering the type of work to be performed and the capabilities of the
crew.
Work Attributes Considered
Service Address of the work, asset or location
Work zone of the work
Type of crew required for the job
Travel time between locations
External Labor
Resource Attributes Considered
Crew type of the crews
Work zone of the crews
Daily composition of the crews
Start location for a daily route
Finish location for a daily route
Standard shift availability
Calendar breaks
© 2013 IBM Corporation 36
Dynamic SchedulingDynamic Scheduling
Problem definition:
A Scheduler user needs to be able to quickly focus on new emergency work that is entering the
schedule.
Goals:
Identify new emergency work that has entered the schedule. Alert the user (supervisor or
dispatcher) that emergency work has been found, and that there are resources identified that are
available to be assigned. Allow the user to choose an appropriate available resource, or optionally
make the assignments automatically on a scheduled or recurring basis.
Work Attributes Considered
Service Address of the work, asset or location
Work zone of the work
Type of craft or crew required for the job
Travel time between locations
External Labor
Resource Attributes Considered
Craft and skill of the labor persons
Crew type of the crews
Work zone of the crews
Standard shift availability
Modified labor availability
Calendar breaks
© 2013 IBM Corporation 3737
Optimization Value PropositionOptimization Value Proposition
Planner manually creates an optimal schedule
Foreman manually performs assignments for all work orders and tasks
Dispatcher manually adjusts resource schedules affected by new assignments
• Quicker schedule creation
• Greater schedule accuracy and compliance
• Reduction in Services required to supplement resources
Benefits:
Schedule automaticallycreated while factoring in available capacity
“Capacity Planning” and “Resource Leveling”
Resources and/or Crews automatically assigned to schedules
“Resource Assignment” and “Spatial Scheduling”
Incoming work automaticallyassigned to Resources or Crews
“Dynamic Scheduling”
• Major efficiency gain by freeing the Dispatcher from shuffling resource routes to accommodate incoming work
• Optimizes routes to maximize productivity
Current Approach
Streamlines the entire work management process!
• Huge efficiency gains by eliminating routine repetitive assignment action
• Allows Foreman to adjustthe assignments rather than make them
Scheduler 7.5.2
© 2013 IBM Corporation 38
New: Scenario ManagementNew: Scenario Management
38
Schedule
Scenario 1
Scenario 2
Scenario 3
Create scenarios to perform “what if” analysis.
70% labor availability
80% labor availability
80% labor availabilityIgnore Work Order priority
Publish the agreed upon Scenario
© 2013 IBM Corporation 39
33Compare Optimization ScenariosCompare Optimization Scenarios
� Ability to compare different optimization scenarios before publishing the approved set of
scheduled work orders.
© 2013 IBM Corporation 40
New: Compliance DashboardNew: Compliance Dashboard
� Measure labor, Work Order and schedule compliance for any user defined work period
� Compare planned vs unplanned hours
� Visibility into completed Work Orders against total Work Orders planned
� Calculate break-in and break-out Work Orders
© 2013 IBM Corporation 41
Maximo Asset Mgmt7.5.0.5
Maximo Scheduler
7.5.2
Is installed when
Maximo 7.5.0.5
is installed
Enabled by the
Scheduler
license key
Scheduler is an
add-on product
to Maximo
ODME Ships with Scheduler 7.5.2
but Installed only when
optimization is required
Scheduler is part of Maximo Asset ManagementScheduler is part of Maximo Asset Management
© 2013 IBM Corporation 42
Why Maximo Scheduler?Why Maximo Scheduler?
� Lower maintenance costs by gaining operational
efficiencies– Optimization models transform laborious, manual and
time consuming work management tasks into faster,
automated processes with meaningful results
– Quick, easy to perform, and reliable labor
assignments
– Send/receive updates and constantly monitor work
progress
– Respond quickly to emergency situations
� Improve resource utilization– Uncover shortfalls in the resource pool prior to
embarking on critical projects
– Access to dynamic routes, directions, as well as view
of nearby work and co-workers, all on a mobile
device
– Track Crew and Labor location, sequenced
dispatched work, and effectively deal with new
incoming work
� Embedded in Maximo– Manage all your asset classes through a single
product
– No third party product integrations required
© 2013 IBM Corporation 43
Questions