#Maximo
#AssetandFacilitiesManagement

Hi Tim, thanks for the Maximo Secrets plug. My guess would be that the Dynamic Job Plans was solely focused on work orders. The functionality has been developed for years, you could download it from a Tivoli site ISM library. PM Forecast Costs came from same functionality in Maximo Scheduler - Graphical Scheduler. The PM Forecast costs may have been developed after the original Dynamic Job Plans, therefore I think it is an omission and a worthy candidate for an RFE. You should raise a case with IBM Support first, but I think the reply will end up as “not as designed” and then they will ask for you to raise the RFE. It is a great business scenario, I will vote for the RFE. Regards Andrew

Sent from my iPad


Original Message:
Sent: 6/15/2021 8:28:00 AM
From: Timothy Pratt
Subject: Dynamic Job Plans in PM Forecasting

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?

--

Tim Pratt, CEFP
Work Control and IT Systems Manager

Facility Services

147 Russell Street 
Lewiston, ME 04240

Work: (207) 786-6204

To submit an online work request click here

or email facility-work-request@groups.bates.edu

#Maximo
#AssetandFacilitiesManagement

Original Message:
Sent: 6/16/2021 1:53:00 AM
From: Andrew Jeffery
Subject: RE: Dynamic Job Plans in PM Forecasting

Hi Tim, thanks for the Maximo Secrets plug. My guess would be that the Dynamic Job Plans was solely focused on work orders. The functionality has been developed for years, you could download it from a Tivoli site ISM library. PM Forecast Costs came from same functionality in Maximo Scheduler - Graphical Scheduler. The PM Forecast costs may have been developed after the original Dynamic Job Plans, therefore I think it is an omission and a worthy candidate for an RFE. You should raise a case with IBM Support first, but I think the reply will end up as “not as designed” and then they will ask for you to raise the RFE. It is a great business scenario, I will vote for the RFE. Regards Andrew

Sent from my iPad


Original Message:
Sent: 6/15/2021 8:28:00 AM
From: Timothy Pratt
Subject: Dynamic Job Plans in PM Forecasting

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?

--

Tim Pratt, CEFP
Work Control and IT Systems Manager

Facility Services

147 Russell Street 
Lewiston, ME 04240

Work: (207) 786-6204

To submit an online work request click here

or email facility-work-request@groups.bates.edu

#AssetandFacilitiesManagement
#Maximo

Original Message:
Sent: 6/16/2021 7:43:00 AM
From: Timothy Pratt
Subject: RE: Dynamic Job Plans in PM Forecasting

Hi Andrew, thanks for the reply, and for all the great content you produce. Looks like there is an existing FRE out there for this:

IBM Software RFE Community: View request

It was submitted back in August. 

--

Tim Pratt, CEFP
Work Control and IT Systems Manager

Facility Services

147 Russell Street 
Lewiston, ME 04240

Work: (207) 786-6204

To submit an online work request click here

or email facility-work-request@groups.bates.edu

Original Message:
Sent: 6/16/2021 1:53:00 AM
From: Andrew Jeffery
Subject: RE: Dynamic Job Plans in PM Forecasting

Hi Tim, thanks for the Maximo Secrets plug. My guess would be that the Dynamic Job Plans was solely focused on work orders. The functionality has been developed for years, you could download it from a Tivoli site ISM library. PM Forecast Costs came from same functionality in Maximo Scheduler - Graphical Scheduler. The PM Forecast costs may have been developed after the original Dynamic Job Plans, therefore I think it is an omission and a worthy candidate for an RFE. You should raise a case with IBM Support first, but I think the reply will end up as “not as designed” and then they will ask for you to raise the RFE. It is a great business scenario, I will vote for the RFE. Regards Andrew

Sent from my iPad


Original Message:
Sent: 6/15/2021 8:28:00 AM
From: Timothy Pratt
Subject: Dynamic Job Plans in PM Forecasting

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?

--

Tim Pratt, CEFP
Work Control and IT Systems Manager

Facility Services

147 Russell Street 
Lewiston, ME 04240

Work: (207) 786-6204

To submit an online work request click here

or email facility-work-request@groups.bates.edu

#Maximo
#AssetandFacilitiesManagement