Maximo Scheduler Update

Transcription

1 Anthony Honaker, Maximo Product Strategy Maximo Scheduler Update 2012 IBM Corporation 2009 IBM Corporation

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. 2

3 2012 Asset Management Product Roadmap 2012 Focus: Address high-value customer requirements across multiple industries and markets with delivery of new solution for advanced Scheduling, Dispatch & Routing of work Enhance existing Maximo, TRIRIGA and ISM solutions Continued maintenance for multiple releases, delivering Fixpacks for R6.2.x, 7.1.x and 7.5.x Maximo Adapter for SAP Fix-pack Maximo Fix-pack TRIRIGA 10.x - Additional Languages Advanced Scheduling Fix-pack Features: - Crews - Public Map API - Service Addresses Maximo Scheduler 7.5.x - Schedule Compliance - Graphical Labor Assignments - Dispatching - Additional Resources - WO Actions Maximo Fix-pack Rolling Upgrade High Availability TRIRIGA 10.x - Reservation Mgmt - Sustainability enhancements - Building System Integrations Maximo Industry Solutions and Add-On s 7.5.x Maximo Industry Solutions and Add-On s 7.5.x Maximo Scheduler 7.5.x - Schedule and Route Optimization H H H Smart Cloud Control Desk IT Asset Mgmt Service Mgmt Change Mgmt Maximo Fix-pack Maximo Service Provider Fix-pack Maximo for Utilities Fix-pack Maximo for Spatial Fix-pack Maximo Nuclear 7.5.x LCO Tracking Duty Stations Maximo Mobile 7.5.x Platform Cert. Maximo-TRIRIGA Integration Capital Project Mgmt Space & Move Mgmt Etc. Smart Cloud Control Desk 7.5.x Key Fix-Packs 7.x.0.0 Releases New Products Maximo Fix-pack Planned Releases The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or 11 functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion..

4 Maximo Scheduler 7.5.x 2009 IBM Corporation

5 What is Maximo Scheduler? A Maximo application that contains a Gantt chart to schedule work orders, tasks and PM forecasts graphically 13

6 Maximo Scheduler to date Scheduler 7.1 Scheduler 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 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 3Q,2009 1Q,

7 Precedence Logic and Activity Constraints Precedence logic added between work orders/tasks that have the same parent SNE/FNL date constraints calculated automatically from JP/PM offsets 15

8 PM Forecasting Generate forecast dates, change/move dates and allow Maximo to use these forecast dates when generating PM based work orders. PM Forecast dates are graphically displayed in the same row on the Gantt chart. 16

9 Work Management Evolving 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 Optimization (ilog Optimization tools) Maximo Everyplace role based templates 18

10 Our Work Management Focus Areas Capacity Planning Resource Optimization Assignment Dispatching Real-time Communication Forecast Work Identify Resource Gaps Availability: Assets Location Material Tools Labor/Crews Resource Leveling Graphical UI Labor and Crews Automated Graphical UI Public Map Control Route Optimization Labor and Crews Automated Assign Emergency Work Communication To Field Technicians Schedule Compliance 19

11 Time Phased Functional Utilization PM Application Scheduler and Graphical Assignment Graphical Assignment Everyplace Applications Forecast Schedule Dispatch Mobile PM Forecasting Capacity Planning Resource Optimization Dispatching Field Technician Years to Months Months 1-7 Days 1-3 Days 20

12 Roles Involved in Managing the Schedule Scheduler/Planner Dispatcher 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 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 Field Technician 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 21

13 Maximo Scheduler New Features 2009 IBM Corporation

14 Schedule Compliance The ability to show Target, Scheduled and Actual bars on the Gantt chart Use Show/Hide Compliance button on toolbar to enable/disable additional bars Work orders at INPRG or later state with an actual start is needed for Actual bar. Actual bar drawn from Actual Start to Actual Finish or Time Now By default Schedule bars colored same as Status 23

15 Load and Availability Additional resource types Resource types include Craft, Labor, Crew Types, Tool Items Availability can be set for Crew, Labor, Tool Item Availability automatically derived for craft and crew in plan 24

16 Location and Asset Availability New actions added to Locations and Assets applications Location Availability, 4 sub options Define/Manage Maintenance/Operational Schedule Apply an availability schedule to multiple locations/assets at a time Define a specific period or set up a repeating period using the Schedule Calendar button Maintenance periods are shown in green and defined operational periods in red Work periods of assigned calendar/shift are displayed in orange 26

17 Material Availability Other Resource Availability tab shows: Maintenance/Operational/Calendar availability of Asset and Location Right Click to toggle multiple-row view Material Availability for planned materials Shows required quantity vs. available quantity Green bar shows materials are available, red bar shows materials are unavailable. 27

18 Schedule Costs View total cost profile or compare Estimate vs. Actual 25

19 Group by Work Property Group By Asset, Job Plan, Location, PM, Priority or Work Type Shows work orders/tasks on the same horizontal line with work orders colored by status 28

20 Additional Actions and Buttons Work Order Actions Can change status on multiple work orders/tasks Additional Toolbar Buttons 29 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

21 Work Cost Tab Calculate Costs button sums work order costs by week, month and year Committed and Saved Estimated Labor, Materials, Services and Tools Actual Labor, Materials, Service and Tools The period is derived from work order schedule dates for estimates and transaction tables for actuals Values are stored in table SKDCOST and are available for reports Note. Week No. may change to Start Week Date (Sunday or Monday) 30

22 Compliance Tab Measure Planned Hours against Actual Hours for a period Create a Schedule, then use Start Compliance button, this calculates the planned hours. At end of period after actuals have been entered use Finish Compliance button, this calculates actual hours and a ratio between the two Compliance Factor Cron task(s) automatically calculate plan/actual hours at specified frequency 31

23 Resource Leveling & Optimization Support for various optimization models (targeted for next release) Input Flexible resource combinations Priorities: Asset, Work, Location, Material, Tools Resource availability Appointment request Output Optimal work schedule based on resource availability, SLAs, time constraint and other user defined objectives such as minimize cost, schedule emergency work first, etc. 32

24 Graphical Assignment 2009 IBM Corporation

25 Graphical Assignment New application aimed at the process of assigning work to people Main tab (Work List) is very similar to that of Scheduler Gantt chart is similar but allows drilldown to individual assignments 34

26 Resource Schedule Resource Schedule shows: Craft and its Labor Crew Types and its Crews Defined by Resource Queries on Work List tab Craft Actions Go to Crafts Labor Actions Go to Labor Modify Person Availability View Craft/Skill Crew Type Actions Go to Crew Types Labor Actions Go to Crews Modify Crew Availability View Crew Types and Crew Work Group All Action Menus have option Indicate Where Used Labor records indicate Default Skill Level and Vendor columns Resource chart filtered by shifts defined for the Work List Modify Person Availability now allows multiple periods of unavailability on the same work date. 35

27 Making an Assignment Highlight an assignment, then right click on a resource and use action Assign To When assignment has been made, in Resource Schedule: 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 In Resource Schedule can drag an assignment to a different resource, e.g. from Craft to Labor 36

28 Dispatching 2009 IBM Corporation

29 Dispatch View A calendar view and map view of work order routes After assigning work in Gantt View use Apply Street Level Routes button Bars have the same ability to create, split or delete assignments as Gantt View Start/End of Dispatching window, Start/End Location for each route is defined in Work List Drag bars to manually change the sequence of work orders for a labor/crew 38

30 GPS Tracking Identify a Location Based Service (LBS) Interval to capture Longitude, Latitude, Altitude, Accuracy, Altitude Accuracy, Heading, Speed Labor: Crews: Markers are color coded to display how current the LBS is. Red last location accuracy is over the limit (configurable). Blue within 30 mins of the LBS interval (configurable) Yellow outside 30 mins of the LBS interval 39

31 Map Functions Layers (Traffic, Route, Work Orders, Locations, Nearby Crew, Nearby Labor) Work Orders Symbology (Status, Priority, Work Type, Route, Default) Unassigned Work Orders Nearby Labor and Crews button is used to show GPS position Unassigned work order with symbology reflecting type of work Map tips including More Information menu defined in new Map Manager application 40

32 Service Address and Maps New Service Address application Service Address and Map tabs on: Locations Assets Work Order (Activity, Change, Release) Service Requests (Incident, Problem) Map tab added to: Labor Crews Start and End Location can be defined New Map Manager application Define map provider Define map tips Define menu items (More Information) Locations action Manage Systems identifies Address System which derives a service address by using a location hierarchy. 41

33 Maximo Everyplace 2009 IBM Corporation

34 Revise the Technicians View Create new mobile applications for the field technician Leverage existing Maximo Everyplace product Ability to tailor the application with Application Designer tool New templates will be created for the field technician View current and sequenced assignments for themselves or their crew Obtain directions where required View and feedback on work order details Tailorable content Dynamic updates of sequenced work reflecting newer higher priority work, reassignments, emergencies Application for Supervisor, and Technician (Lite, Phone and Tablet versions) 43

35 Field Technician Application Field Technician s Work Order Route 44

36 Field Technician Application My Work Street Level Route of Work Orders for the day. List of Required Material and Tools to do the work for the day. 45

37 Field Technician Application Details Toolbar Actions: Query Tools New / Follow-up Work Order Status Change Stop / Start Timers 46

38 Field Technician Application Resources Planned Materials, Tools and Labor/ Crews 47

39 Field Technician Application Results Reporting of Work Order Results 48

40 Field Technician Application Time Reporting 49

41 The Summarized Work Management Vision Use Maximo Scheduler to: Find the optimal time to schedule upcoming work by balancing: Work order and Task relationships and constraints Labor, Asset, Location, Craft, and Material availability Drag and drop labor assignments (or automate) Increase the visibility of resources and crews by: Leverage map UI control for dispatching of incoming work Monitor progress of existing work Manipulate crew and resource routes Improve efficiency of field technicians Leveraging map UI control for viewing of route stops Dynamic work list based on dispatched work and automated optimization Communication with neighboring resources Intuitive feedback from mobile applications 50

42 Thank You! 70