Maximo Open Forum

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  • 1.  PM Forecasting

    Posted 17 days ago

    We are attempting to use PM forecasting to establish resource requirements and budget costs for the next year. I have been successful at generating the schedule but struggle to get accurate cost and resource information. 

    We use a lot of routes to address similar assets in a building (AC units, Pumps). When the forecast is run and the costs are calculated Maximo only shows the cost and resources for one iteration of the PM if you use the multi asset / location option or child work order option if you do not add a job plan to the route stops. This can be quite inaccurate for a building with 30 AC units in it. If you configure the route for child work orders and add the job plan to each route stop the costs are correct. However you can not use sequenced job plans since the job plan is on the route. 

    We have created a report that uses the forecasting table data and multiplies by the number of route stops, but it is a bit clunky. Has anyone come up with a cleaner solution? 


    #MaximoApplicationSuite

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    Kevin Egolf
    TechOps
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  • 2.  RE: PM Forecasting

    Posted 16 days ago

    I have not done this in real life, so this is just speculation; but, would it meet your requirements if, on the parent PM, have the Job Plan contain the sum total of all the requirements for everything in the route?  So for your building with 30 AC units, the PM would have, say, 5 hours (labor) and 30 filters (materials); and then, if you need it, each Route Stop could still have a Job Plan with the actual job instructions (tasks), inspection form, etc. -- just no resources defined on these.



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    Travis Herron
    Pensacola Christian College
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  • 3.  RE: PM Forecasting

    Posted 16 days ago

    Travis,

     

    We considered that option, and it may be where we land. The down side is it requires a separate job plan for each facility based on the number of assets in that facility or route stops on the route. We were hoping for a more dynamic solution.

     

    Kevin Egolf

    kegolf@techopsolutions.net

    -----------------------------------------

    Director Asset Management Programs

    TechOp Solutions International

    Cell: 571-344-3221

     

     

     

     

     






  • 4.  RE: PM Forecasting

    Posted 16 days ago

    How about a scripted solution, where you build the Job Plans how you want to build them, utilize them as Sequenced Job Plans, and then script it so as the Job Plan changes on the PM record, it also makes that same change on all the Route Stops?



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    Travis Herron
    Pensacola Christian College
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  • 5.  RE: PM Forecasting

    Posted 16 days ago

    Travis,

     

    That sounds like a solution that would work for routes with child work orders. Any thoughts for a solution when using the multi asset route option.

     

     

    Kevin Egolf

    kegolf@techopsolutions.net

    -----------------------------------------

    Director Asset Management Programs

    TechOp Solutions International

    Cell: 571-344-3221

     

     

     

     

     






  • 6.  RE: PM Forecasting

    Posted 16 days ago

    Multi-asset/loc/CI doesn't have Job Plans on these Child records, so the only solution I can think of is the first one I presented, as unpleasant as that is; unless you convert all of those so they use Child Work Orders instead.



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    Travis Herron
    Pensacola Christian College
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  • 7.  RE: PM Forecasting

    Posted 13 days ago
    Edited by Taran Medcalf 12 days ago
    Hi Kevin, 
     
    We ran into the same problem when we started using the multi asset list table in addition to child work orders. We also created several complicated reports and data extractions to get the raw forecast table to create an accurate cost, work order and resource forecast. One extra tip here is to develop data qa rules for the pm forecast table, we found that many pms are often missing the expected forecast data or the dates forecast are wrong
     
    We created work instructions and completed staff training to ensure that when a pm using a child work order route is changed to the multi asset table the related job plans need to be revised to include the cost and resources for all assets. This is not prefect and we run in to problems every now and then when staff change routes and don't adjust the job plan estimate leading to large under or over estimation of job costs.
     
    One other option that I haven't tried yet but I'm interested in is to use dynamic job plans to muilply to the resources on a job plan by the number of assets/locations on the route. I not really sure if this is possible as we don't have dynamic job plan turned on but from reading the functionality online it's seems like it could work. Have you  looked into dynamic job plans?
     
    Regards
    Taran











  • 8.  RE: PM Forecasting

    Posted 12 days ago

    Taran,

     

    We are considering modifying job plans to use the multi asset function for facilities with a large number of similar assets. We will most likely use the child work order option for routes with a limited number of assets with more complex job plans. I expect our final solution with be some combination of the two.

     

    I am also looking at dynamic job plans. As far as I have been able to determine so far they are designed to work with linear assets and use linear units of measure to determine resource requirements. I am not sure if they can be used in my application. I have reached out to our IBM support folks for additional information.

     

    Kevin Egolf

    Contractor | GF (Facilities Directorate)

    Headquarters Marine Corps

    Marine Corps Installation Command

    Phone - 571-344-3221

    Email - egolf_kevin@ne.bah.com

     






  • 9.  RE: PM Forecasting

    Posted 12 days ago

    Hi Kevin,

    Of the three options for routes, only the child work order will give you what you from.

    The set-up:

    1. Create route with one or more stops.
    2. Mark it to generate child work order
    3. Save
    4. Create a PM referencing an active Job Plan and the route from step#1
    5. Complete other PM fields as needed
    6. Save
    7. Change status to Active
    8. Generate the work order using either the menu option or the cron task.

    This will result in a master work order with the same number of child work orders as there are route stops.  One for each child work order will be the job plan, but the job plan will also be on the parent work order and as such is incorrect.  You are not doing the same tasks on the parent as the children and this is why the correct option should be to have on the route stops the job plan for the activities required to be performed at each stop.

    You will also have to have the discipline to record the time and materials only on the tasks, though there is also time spent on the parent in managing the task, so some allowance is given here.

    If you chose instead the task option you can still charge you time to each task or only to the work order, it just depends on where you overall want to accumulate the costs.  However, in this scenario, the concept is that the job plan covers ALL the tasks materials and hours i.e. each asset will take 10 min to complete, but there are six, so that will be 60 minutes of work in total.

    Either option works, it's a matter of how you want to work and accumulate the costs.  Is there any advantage of one over the other?  Simply put, do want you to spend your time looking at seven work orders (1 parent + 6 children) or just one work order?

    BTW: The multi-option is still very similar to the task option, but costs for not get accumulated against each asset.

    BTW: In Maximo for Transportation, they have asset lists that are very similar to routes, but there is no choice, as they will generate child work orders.

    Finally, let's get back to the PM and forecasting.  I've inferred that using the child option means only having to mention the JP once on the PM, whereas using the task option you'll either have to mention the JP for each stop or have the PM JP sum up all the costs for doing all the stops, then if you select the multi option the PM JP sum up all the costs for doing all the stops.

    Helped or more confused?



    ------------------------------
    Craig Kokay
    Principal Consultant
    COSOL

    email: craig.kokay@cosol.global
    #IBMChampion
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  • 10.  RE: PM Forecasting

    Posted 12 days ago

    Craig,

     

    We are using the process you outline in for a lot of our asset. However we have a large number of facilities with high counts of similar assets, and do not need to charge the PM costs to a specific asset, so using the multi asset option on the route is the best option for us.

     

    Kevin Egolf

    Contractor | GF (Facilities Directorate)

    Headquarters Marine Corps

    Marine Corps Installation Command

    Phone - 571-344-3221

    Email - egolf_kevin@ne.bah.com