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  • 1.  Dynamic Job Plans in PM forcasting

    Posted 06-01-2021 09:45
    Hi everyone, I have been exploring the use of dynamic job plans in our organization to help determine labor forecasting needs and to get a better sense of the overall time needed to complete various PMs around our campus. I have followed the great information provided in the posts from the maximo secrets page:

    https://maximosecrets.com/2021/04/21/non-linear-dynamic-job-plans/

    and this great webinar from cohesive solutions:

    Webinar - Dynamic Job Plans

    and have been able to configure all of the necessary system properties, etc. 

    My specific use case has to do with planning emergency lighting inspections in our buildings. Buildings vary in square footage, age, and lighting system type. Luckily, we have a pretty good inventory of all of the individual lighting units in each building and have individual asset records established for each of them. I have established routes using the multi-asset, location, CI option. Each route stop has a work unit of 1.00. I have a job plan set up for these inspections with a duration of 2 minutes and a labor requirement of 2 minutes for the assigned craft. The applicable dynamic settings are applied both on the job plan as a whole, and the labor record with a dynamic calculation of proportional based on 1 work asset.

    I am able to create a new work order, associate the job plan and then apply my route. The result is a work order with a plan that shows what I would expect, a planned labor amount proportional to the number of route stops on the multi-asset table. Yay! (I did need to adjust the work units on the work order to 0 in order to get the exact right number, as detailed in the Maximo Secrets post). All of this is telling me that I have configured this functionality correctly. 

    The issue I am having is translating this to the preventive maintenance application. I have created a PM record to generate monthly for these inspections and have applied my dynamically capable route and job plan. I have generated a forecast for my PM, which gives me the schedule I am anticipating. When I go to the Forecast Cost tab of the PM and Calculate the cost associated with the work order I only get a cost equal to one work unit, or the standard amount of labor associated with the job plan, 2 minutes. However, if I manually generate a work order from the PM record, the correct calculations are applied and I end up with a plan for the amount of labor I am anticipating.

    I have looked everywhere on the PM record and in application designer for a checkbox or some other option that will cause the PM forecast to observe the dynamic calculation process, but can't find anything. Likewise, I can't find any documentation of this process wither through IBM, this group, or other message boards. It seems to me that it would be important to the planning and scheduling process to have an idea of labor requirements related to PMs BEFORE work orders are generated, right? This would allow the Projected PM Labor Requirements report in the PM application to accurately reflect upcoming labor hours. Using this information in other reporting would also help to define labor requirements and staffing levels necessary to implement this program without generating work orders to perform this planning function. 

    Has anyone had success in getting their PM cost forecasts to observe dynamic calculations? Am I missing a setting somewhere that would enable this functionality? How are other folks planning using dynamic job plans if not through PM forecasting?
    #Administration
    #Assets
    #EndUser
    #Scheduling
    #WorkManagement

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    Tim Pratt
    Bates College
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  • 2.  RE: Dynamic Job Plans in PM forcasting

    Posted 06-21-2021 12:12
    Tom,

    Check out a new post by Kevin Egolf re: PM Forecasting. It sounds very much like what you are describing here and there is a gentleman who has a solution using conditional expressions (I believe).

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    Anne Antonelli
    Technology Training & Consulting, Inc.
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  • 3.  RE: Dynamic Job Plans in PM forcasting

    Posted 05-04-2023 11:51

    Tim,  we have a very similar situation with using dynamic job plans to caluculate labor and materials based on the number of route stops the PM has.  Were you successful in getting the PM cost to generate correctly based on the dynamic job plan calculations?



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    Brian Poirier
    Duke Energy Renewables
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  • 4.  RE: Dynamic Job Plans in PM forcasting

    Posted 05-05-2023 08:53

    Brian, we were never able to get the PM cost to generate correctly on the PM record, only on the work order once it was generated. We did raise this as an issue with IBM and I believe it is still out there for voting. The answer from them was that the system was working as designed and this was not a bug. 



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    Tim Pratt
    Bates College
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  • 5.  RE: Dynamic Job Plans in PM forcasting

    Posted 05-05-2023 09:38

    Thanks for the response Tim, I went out to vote for the idea.  I found one numbered MASM-I-426 that is related to pm forecast costs not being calculated with dynamic job plans. It is marked for a future release!



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    Brian Poirier
    Duke Energy Renewables
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