Steve, thank you for this. This makes perfect sense to me and helps me understand better. As always, you hit it out of the park. I really appreciate your expertise and ability to explain things. Hope to see you at CanMUG.
Original Message:
Sent: 08-27-2024 13:46
From: Steve Norris
Subject: Issue Forecasting Meter-Based PM's
Hi Becky,
See my responses below
What I need to know is if for meter-based PMs, to populate the 'Estimated Next Due Date' Field, does OOTB Maximo use the 'Last Work Order Start Date' plus 'Units to Go' to create the date in the field?
Or
Does OOTB Maximo the 'System Date' (today's date) plus 'Units to Go' to create the 'Estimated Next Due Date' in the field?
For "Fixed" PMs, "Use Last Work Order's Start Date to Calculate Next Due Date?" = Checked, the PM next due date is calculated based on Last Start. The PM will always have an estimated next due date.
For "Floating" PMs, "Use Last Work Order's Start Date to Calculate Next Due Date?" = Unchecked, the PM next due date is calculated based on Last Completed. The PM will not have an estimated next due date if there is an open PM work order
For meter based PMs, the "reading at last work order value" is used as a reference point. This is the meter life to date value on the date(or closest meter reading date) when the PM work order was last created or when the PM work order was last completed. "Last Work Order Information" section, "Meter Reading" field
Meter based PMs are next due based on a calculation of:
1. Next Meter Reading-Current Meter Life To Date=Units to Go
2. Units to Go/Average Units per Day=Days To Go(not displayed in the Maximo UI just used in the calculations)
3. Today's date + Days to Go=Estimated Next Due Date
Here is the "rub" with PM Forecasts, if the PM is "Floating" and there is an open PM work order, the PM forecast will be based on completing the work order the day of pm forecasting. Forecasting after the open PM work order is completed will be based on Last Completed. This is why it is critical to delete existing forecasts on a regular basis as forecasts are static and will not dynamically update as work orders are completed. Existing forecast dates "win" over the PM's estimated next due date
Please let me know if this answers your questions.
Regards,
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Steve Norris
Cohesive
Original Message:
Sent: 08-27-2024 11:37
From: Becky Wigemyr
Subject: Issue Forecasting Meter-Based PM's
Hi again Steve, thanks for your help.
Is the average units per day accurate from your perspective?
Yes, it looks good to us.
2: How are meter readings imported into Maximo, and how often?
We are bulk loading the meter reading once a week, using MX Loader.
Once the meter readings are uploaded, the PM next due date (units to go/average units per day) should be updated based on the increased Meter Life to Date values.
Yes, this is all happening as it should. Everything updates. The problem is with the estimated next due date/forecast dates.
What I need to know is if for meter-based PMs, to populate the 'Estimated Next Due Date' Field, does OOTB Maximo use the 'Last Work Order Start Date' plus 'Units to Go' to create the date in the field?
Or
Does OOTB Maximo the 'System Date' (today's date) plus 'Units to Go' to create the 'Estimated Next Due Date' in the field?
3: Do you delete your forecasts on a daily basis and reforecast?
We have a Crontask that deletes and then re-runs the forecast every 5 minutes.
May I ask why the frequency is every 5 minutes?
This was a request by our planner so that any changes made in the PMs was reflected rather quickly in the system. I think the Cron task is working well, but I have asked about the escalation.
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Becky Wigemyr
Torxen Energy
Original Message:
Sent: 08-27-2024 10:13
From: Steve Norris
Subject: Issue Forecasting Meter-Based PM's
Hi Becky,
Additional comments/questions
1: You confirmed the "Average Calculation Method" is "SLIDING-DAYS", how many days?
42 Days is the number we are using
Is the average units per day accurate from your perspective?
2: How are meter readings imported into Maximo, and how often?
We are bulk loading the meter reading once a week, using MX Loader.
Once the meter readings are uploaded, the PM next due date(units to go/average units per day) should be updated based on the increased Meter Life to Date values.
3: Do you delete your forecasts on a daily basis and reforecast?
We have a Crontask that deletes and then re-runs the forecast every 5 minutes.
May I ask why the frequency is every 5 minutes? Also, please confirm you are utilizing an escalation to delete the forecasts? Simply re running the out of the box(OOTB) PM forecast cron task will not delete the existing forecasts, which are "static" and do not update based on increased meter life to date values, a change in the average units per day value, or when an open work order previously generated from the PM is completed.
Regards,
Steve
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Steve Norris
Cohesive
Original Message:
Sent: 08-26-2024 12:19
From: Becky Wigemyr
Subject: Issue Forecasting Meter-Based PM's
Hi Steve,
Here are my answers 😊
1: You confirmed the "Average Calculation Method" is "SLIDING-DAYS", how many days?
42 Days is the number we are using
2: How are meter readings imported into Maximo, and how often?
We are bulk loading the meter reading once a week, using MX Loader.
3: Do you delete your forecasts on a daily basis and reforecast?
We have a Crontask that deletes and then re-runs the forecast every 5 minutes.
------------------------------
Becky Wigemyr
Torxen Energy
Original Message:
Sent: 08-26-2024 11:46
From: Steve Norris
Subject: Issue Forecasting Meter-Based PM's
Hi Becky,
You are quite welcome. Can you please confirm the following.
1: You confirmed the "Average Calculation Method" is "SLIDING-DAYS", how many days?
2: How are meter readings imported into Maximo, and how often?
3: Do you delete your forecasts on a daily basis and reforecast?
Thanks,
Steve
------------------------------
Steve Norris
Cohesive
Original Message:
Sent: 08-21-2024 10:12
From: Becky Wigemyr
Subject: Issue Forecasting Meter-Based PM's
The meter we are using is RUNHOURS
Specifically, a situation where a piece of equipment may only run intermittently (not a full 24hrs. a day) Sometimes of our compressor units do not run for several months in a row, then are started up, and then run for several months…and so on.
Our issue is the way Maximo forecasts the next PM here.
Maximo calculates the Estimated Next Due date using the following formula:
Last comp date *Plus* Remaining days (assuming that none of 'Work Order Generation Information checkboxes are selected)
When forecasting, Maximo references the last completion date of the PM, then takes the "units to go', converts it to days, and adds that to the last completion date to create the forecast date.
(**To me, this is wrong. This is like getting your oil changed, parking your car for several months and then calculating your next oil change date based on the last oil change date. Shouldn't we calculate how many kilometers we have left on the interval from NOW, not then.)
In our mind it should use the system date, then take the "units to go', convert it to days, to create the forecast date.
(Note: We understand that this can only be forecasted when the intermittent use equipment is running.)
We use forward-looking forecast reports for planning and budgeting. These are often PMs with long frequencies (such as overhauls)
The way Maximo is forecasting is throwing off the correct 'next due date' by several years, in some cases. This means we can't trust Maximo to give us the correct forecast information for meter-based PMs.
Has anyone else dealt with this? Looking for any suggestions or advice that anyone has out there on this topic.
#WorkManagement
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Becky Wigemyr
Torxen Energy
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