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  • 1.  10% PM Compliancy using Maximo Application Suite

    Posted 03-04-2025 12:39

    10% PM Compliancy is an industry standard. That is, the idea that a 28 day work order will be created 1.4 Leadtime (for report date) before PM Start Date and 1.4 after for PM Target Due Date. Another example, a 84 day work order will be created 4.2 before Target Start Date and 4.2 for Target Due Date. 

    Yet, it is difficult to support this functionality as it requires scripting to set the Lead Time and PM Target Due Date. Lead times are whole integers. It just seems unnecessarily difficult for an industry standard. Ideally, MAS would have a checkbox to enable 10% PM Compliancy that would automatically create report, target start and due dates.


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    Will Zurkan
    Symbotic
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  • 2.  RE: 10% PM Compliancy using Maximo Application Suite

    Posted 03-05-2025 10:47

    Hi Will,

    Is there an opportunity here to utilize the PM Start & Finish Constraint Offsets (Hours), which populate the Start No Earlier Than/Finish No Later Than fields on the Work Order?



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    Steve Norris
    Cohesive
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  • 3.  RE: 10% PM Compliancy using Maximo Application Suite

    Posted 03-05-2025 10:59
    Edited by Will Zurkan 03-05-2025 12:37

    Hi Steve:

    I did not consider using PM Start & Finish Constraint Offsets. I will test these offsets while making Leadtime zero.

    I tested this feature, and it would work well if not for multiple Job Plan sequences. Each Job Plan has a static Duration, which is used to dictate the time for completion. For 84 day (3M) cadence, the duration is 100.8 hours.

    So, it is possible to use scripting to update the Constraint Offsets per Job Plan cadence e.g., 84 day would be 4.2 day (100.8 start/finish). It is an alternative, but doesn't simplify the problem since it still requires scripting to dynamically populate the offsets per cadence.

    Thank you for this idea. ~Will



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    Will Zurkan
    Symbotic
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  • 4.  RE: 10% PM Compliancy using Maximo Application Suite

    Posted 03-05-2025 16:23
    Edited by Viet Tran 03-05-2025 16:23

    Why do you want to have PM generated accurately to the hours?

    Your requirement doesn't sound "standard" to me. What industry standard does this come from? I've been through many Maximo implementations. The Lead Time field is an integer field, i.e. you can't entered 1.5.

    Also, in most cases, the PM crontask is setup to run daily, thus even if you change the field to support decimal value, it still doesn't work. Of course, you can set the crontask to run every hour, but I advise against it. This is an expensive task and it can affect system performance. Anyway, none of this is "standard" to me. 

    The most common way I saw Lead time being setup is something like:

    • Weekly, Bi-weekly task: 3 days lead

    • Monthly, 6-monthly task: 7-14 days

    • Yearly task: 30 days

    • 5-yearly task: 90 days



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    Viet Tran
    Relia App Development & Consulting
    https://relia.app
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  • 5.  RE: 10% PM Compliancy using Maximo Application Suite

    Posted 03-06-2025 08:09
    Edited by Will Zurkan 03-06-2025 08:20

    Hi Viet:

    I did not explain the problem very well. The crontask doesn't run daily since the lowest cadence we have is seven days, the script runs every 5 days... making sure to update based on the next job plan sequence. At any rate, you make all valid points... Leadtime is rounded up to integer. 

    As for standard, I cite this excerpt here... where 10% PM compliancy is reference by reliability web:

    https://reliabilityweb.com/tips/article/the-10-rule-of-preventive-maintenance#:~:text=The%2010%25%20rule%20of%20preventive%20maintenance%20simply%20states%20that%3A,it%20is%20out%20of%20compliance.

    Essentially, the idea is that a 28 day (1M) PM has 2.8 days to complete, a 164 day (6M) PM has 16.4 days to complete. So, the objective is to have the report date as start and PM Due date as end... so the Target Start date is the actual date of PM schedule. I hope this makes better sense in terms of the objective. Again, the scripting seems to work fine but I find it complicated when 10% compliancy is so widely used... would be nice to have a checkbox that does it.



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    Will Zurkan
    Symbotic
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  • 6.  RE: 10% PM Compliancy using Maximo Application Suite

    Posted 03-11-2025 10:14

    From the standpoint of Operations, generating the PM so few days in advance of the actual start time does not provide an opportunity for the planner/scheduler to develop a schedule based upon the availability of parts. If the items are not available in the storeroom, the negative impacts on scheduling are severe, and having too many items in stock is also not wise.

    I had someone write a script to automatically populate the target finish date with a 20% compliance date giving 1.4 days for a weekly before it was considered late.  I generated the PM with a lead time of thirty days (or an extra fourteen days in advance of the lead time of the storeroom item we chose not to stock it) to account for purchasing/procurement.  The target start date was set for the day the PM was to be scheduled to start, and the target finish date was based upon the job plan factoring in the most frequent use.  The logic to be considered is this:  if the PM is generated monthly but is sequenced with an annual, you can't allow 65+ days to complete the annual because the monthly would have already generated twice more.  



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    Darrell Thomas
    Senior Asset Management Consultant
    CHA Solutions, Inc.
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  • 7.  RE: 10% PM Compliancy using Maximo Application Suite

    Posted 03-11-2025 10:37

    Hi Darrell:

    You make a valid point, but this concern has been addressed by Symbotic's Maximo partner, JLL. JLL created a custom PM Forecast Mgr application that offers visibility to the anticipated labor and materials. 



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    Will Zurkan
    Symbotic
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  • 8.  RE: 10% PM Compliancy using Maximo Application Suite

    Posted 03-11-2025 16:04

    Thanks for sharing the link. This is a good practice, but I wouldn't call it an industry standard. Maximo does not, and should not, have the functionality out-of-the-box to calculate this. The reasons are:

    • Many different industries use Maximo, with their own standards. If IBM builds standard functionalities like this into the product, it will be way too complex to understand and maintain.
    • Requirements like this are very easy to implement using a simple automation script. That's the "standard" way we implement customer's specific requirements. 
    • Sounds like you are mixing Lead Time with Target Completion. My preference is to treat them separately. Lead Time is used for planning & scheduling. Completion Target / Due Date settings are to monitor compliance.
    • If you don't like automation script, this can be implemented with Formula. But Formula is not great at dealing with complex requirements. Logic with the work management process can get complex really fast. (e.g. different disciplines, sites, or different work types will soon demand their own variances)


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    Viet Tran
    Relia App Development & Consulting
    https://relia.app
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  • 9.  RE: 10% PM Compliancy using Maximo Application Suite

    Posted 03-12-2025 10:58

    If I'm understanding correctly, and using only out of the box functionality, what about:

    Reduce the frequency of a 1M PM from 28 to 25 days.  Zero lead time.  Increase Job Plan duration by those 3 days you took from the frequency.



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    gail smith
    chevron
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  • 10.  RE: 10% PM Compliancy using Maximo Application Suite

    Posted 03-13-2025 10:39

    Hi Will,

    I have utilized the same concept outlined by Reliability Web in the context of a KPI metric with respect to the dimension of PM frequency.  This yields insight into how you are performing with respect to the 10% bounds of performance.  I was driven by my desire to ensure work was performed on a repetitive uniform frequency.  I was not in favor of providing an acceptable window of time to perform the work, the 10% window.  I wanted execution to be precise as possible around the target start date and access performance on the back end to correct and encourage the desired outcomes.

    When I set this up for any PM, the lead time days was determined by supply chain provisioning of materials needed to accomplish the work effectively.  For example, for an annual PM with materials that have a 8 week lead time (I am ignoring stock vs. non-stock and supply chain operations as not relevant to this conversion but is important), I would set the lead time days at minimum 56 days to ensure likelihood of materials being available, if stock, and maybe a bit more if materials are non-stock.  Thus, the end result would be a PM record generating today, 3/13/2025 with a target start date 56 days in the future, 5/8/2025 with a high expectation of materials being on-hand to start and complete the work.

    The expectation on planners, schedulers and supervision responsible to efficiently execute the work would focus on coordinating and load leveling the labor required to be available and scheduled on or about the 5/8/2025 date.  In fact, scheduling could insert this work on the schedule for the desired day in prior schedule periods say T minus 4 weeks before.

    With the hypothetical annual PM example above in mind, the work order would be compliant if the actual completion date is + 5.2 weeks around the 5/8/2025 date or between 4/1/2025 and 6/13/2025.  This rather large window of time provides plenty of latitude for scheduling to coordinate the work day when all resources are available.



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    Bill Steudler
    Maven Asset Management
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