value focused. results driven.

Using Assignment Manager to better manage your workforce

Presenter: David Carter

13 July 2011

What is assignment manager?

Planning, scheduling, assignment links

Key Components and Terminology

1

2

3

4

Agenda

Live Demonstration

Questions

5

6

7

New Capabilities

Best Practices / Tips

• A Maximo application to assign work to a team of individuals based on calendar availability

• A part of core Maximo (Work Order Module)

• Released as ‘work manager’ in Maximo 4

• Under utilized

• Misunderstood

What is Maximo Assignment Manager

Planning Horizon

Assignment Mgr

Add text title Assignment

Manager

Plan Schedule Assign

Work Orders Scheduler

Primavera / MS Project

WO Plans tab Job Plans

Key Components and Terminology • View into Tasks (work)

• View into Labor availability

• Assignment statuses

Supporting / Complementary Applications

• Maximo Scheduler Add-On

• Work Orders

• Resources (Labor/Crafts)

• Calendars/Shifts

• Queries

Terms

• Schedule (when, resource leveling)

• Assign (who, what, today/weekly)

• WAITASGN

When a work assignment is created, the status is set to waiting for assignment

• ASSIGN

Assignment was assigned to a labor code

• STARTED

Laborer has begun work on the assignment and actual labor transactions can be recorded

• INTERPT

Assignment that was started was interrupted before complete

• COMPLETE

Work assignment is complete

Work Assignment Statuses

• Assignment tab on the work order

• Enable direct assignment on the work order, no need to go into assignment manager

New Capabilities – Maximo 7.5

Let’s demonstrate…

• Ensure you have set up the supporting data correctly (Calendars, Labor, Crafts, Work Orders, Resources, (Labor/Crafts), Calendars/Shifts

• Build your queries

• Understand limitations

• Use for purpose it was built

Best Practices / Tips

• ???

Questions

value focused. results driven.

Thank You! David Carter Senior Consultant 713-724-2207 dcarter@ontracksconsulting.com