Upload
ibm-danmark
View
4.405
Download
0
Tags:
Embed Size (px)
DESCRIPTION
Track: Smarter Physical Infrastructure
Citation preview
© 2013 IBM Corporation
Planning and Scheduling in Maximo: Best Practices and Coming EnhancementsJames Cooper, European Technical Leader
[ Copenhagen, 28th May ]
2
2
Please note
IBM’s statements regarding its plans, directions, and intent are subject to change or withdrawal without notice at IBM’s sole discretion.
Information regarding potential future products is intended to outline our general product direction and it should not be relied on in making a purchasing decision.
The information mentioned regarding potential future products is not a commitment, promise, or legal obligation to deliver any material, code or functionality. Information about potential future products may not be incorporated into any contract. The development, release, and timing of any future features or functionality described for our products remains at our sole discretion.
Performance is based on measurements and projections using standard IBM benchmarks in a controlled environment. The actual throughput or performance that any user will experience will vary depending upon many factors, including considerations such as the amount of multiprogramming in the user’s job stream, the I/O configuration, the storage configuration, and the workload processed. Therefore, no assurance can be given that an individual user will achieve results similar to those stated here.
3
3
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
4
4
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
5
5
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
6
6
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
7
Scheduler Application Screen Shot
8
8
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.
9
9
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
10
10
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
11
11
Functionality & Use Cases by Role
12
12
Planners & Schedulers
13
13
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
14
14
Asset & Location Availability
15
15
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
16
16
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
17
17
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
18
18
Shop Floor Resource Planners
19
19
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
20
20
Graphical Assignment
21
21
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
22
22
Dispatchers
23
23
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
24
24
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.
25
25
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.
26
26
Field Technicians
27
27
Maximo Everyplace Work List
28
28
Everyplace Map View Section – Street Level Route
Street-level Route with assigned Work Orders for the Labor or Crew.
29
29
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.
30
30
Next Release - Optimization
31
31
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
32
32
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
33
33
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.
34
34
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
35
35
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
36
36
37
Divider Slide