Configuring the Optimization Server

(1)

Scheduler 7.5.2

Optimization

Sr. Design Architects - Lori Pilgrim and Brian Downey

Optimization Engine in Scheduler

(2)

Architecture

3

Maximo

ODME

Scheduler Optimization Adapter ODME Client Libraries ODM Applications Maximo DB ODME DB ODME Scenario DB Admin Workstation ODM Application

Application Server Application Server

(3)

5

Optimization Value Proposition

Planner manually creates an optimal schedule

Foreman manually performs assignments for all work orders and tasks

Dispatcher manually adjusts resource schedules affected by new assignments

• Quicker schedule creation • Greater schedule

accuracy and compliance • Reduction in Services

required to supplement resources

Benefits:

Schedule automatically created while factoring in available capacity

“Capacity Planning” and “Resource Leveling”

Resources and/or Crews automatically assigned to schedules

“Resource Assignment” and “Spatial Scheduling”

Incoming work automatically assigned to Resources or Crews

“Dynamic Scheduling”

• Major efficiency gain by freeing the Dispatcher from shuffling resource routes to accommodate incoming work • Optimizes routes to

maximize productivity Current Approach

Streamlines the entire work management process!

• Huge efficiency gains by eliminating routine repetitive assignment action

• Allows Foreman to adjust the assignments rather than make them Scheduler 7.5.2

Scheduler 7.5.2

Scheduler

Optimization

(4)

Schedule Compliance

Assignment

Assign using a Graphical UI Labor and Crews Accommodate vacation/break

Dispatching

Graphical UI Public Map Control Route Visualization Labor and Crews

Real-time

Communication

Assign Emergency Work Communication to Field Technicians Update Work Status and Progress

Capacity

Planning

Resource

Leveling

Resource

Assignment

Spatial

Scheduling

Dynamic

Scheduling

Optimization

Forecast Work Planned Work Create schedules

Work Planning

Resource

Planning

Availability/Gap s • Assets • Location • Material • Tools • Labor/Crews Create Work List

Scheduler Optimization Workflow

Scenario Optimize Scenario (70% resource) Scenario (80% resource) Scenario C o m p a r e Adjust Re-optimize Manually Create Manually Create Publish

(5)

Resource Leveling

Problem definition:

Work Orders have to be scheduled based on availability of labor, crew, asset, and location.

Goals:

Schedule work orders based on its priority in such a way that the available labor/crew resources are optimally used. Additionally work orders will be scheduled with minimal interruption and when asset/location are available for maintenance.

Work Attributes Considered

Skill level of the Craft

Priority Direction

Asset’s Operational and Maintenance availability

Location’s Operational and Maintenance availability

External Labor

Schedule Window (Date Constraints)

Resource Availability Variables

Partial availability of labor/crew

Time Interval Precision

Capacity Planning

Problem definition:

Work Orders have to be scheduled based on availability of labor, crew, asset, and location and completed within a defined time period. For e.g. 2 week shutdown, turbine overhaul (4 weeks), maintenance in remote locations with seasonal restrictions etc..

Goals:

Schedule work orders based on its priority in such a way that the available labor/crew resources are optimally used within the given time period. If the available resources are insufficient then identify the required resources to complete the work.

Work Attributes Considered Skill level of the Craft Priority Direction

Asset’s Operational and Maintenance availability Location’s Operational and Maintenance availability External Labor

Schedule Window (Date Constraints) Time period

Resource Availability Variables Partial availability of labor/crew Time Interval Precision

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Scheduler Optimization Models

Capacity Planning and Resource Leveling

11

Capacity Planning only

Compare Scheduler Scenarios

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Optional Exercise

Snapshots, scenarios and optimization workshop

From demo Schedule open the Resource Leveling scenario. From the actions menu, create a snapshot and manual scenario.

Open the Capacity Planning Scenario.

Is the Additional Capacity tab blinking in the resource chart? What does its information say about this scenario?

While in Capacity Plan, from the actions menu, create a snapshot and manual scenario. From the actions menu delete snapshots

Deploy both optimization models.

Next steps will take some time on VM so time may not permit in class

Create a resource leveling scenario. Optimize it, using priority as the main parameter. Save.

Create a capacity plan scenario. Optimize it, asking for the work to all be complete by the end of the third day

In the comparison view, look at your two scenarios together, both in the Gantt and the Load styles. Create another resource leveling scenario. Optimize it, this time changing the priority direction. Toggle

to it from the main tool bar.

Publish this schedule from the main tool bar.

Resource Assignment

Problem definition:

Daily work assignments are tedious to create manually when there are numerous work orders and labor/crews.

Goals:

Automatically assign labor and crews to work orders by matching skill, crew type and availability between the work order resource requirements and the resources. This allows the manager to manage exceptions rather than manually build the entire list.

Work Attributes Considered Craft and Skill requirement of the jobs Crew Type requirement of the jobs Operational and Maintenance availability Location’s Operational and Maintenance availability External Labor

Schedule Window (Date Constraints)

Resource Attributes Considered Craft and skill of the labor persons Crew type of the crews

Standard shift availability Calendar breaks

Modified person availability (vacation/sick/overtime/personal)

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Assignment Optimization Models

Resource Assignment and Spatial Assignment

15

Spatial Assignment

only

(9)

Spatial Scheduling - Optimization

Compare Scenarios Populate Destination Matrix

Spatial Scheduling Workflow

Set Up Map Manager Run Optimization Create Work Orders Create Spatial Scheduling Scenario Scheduler Graphical Assignment Schedule Work Orders Define Service Addresses Define Locations Define Assets Set up Crew Types and Crews Publish Scenario Create Project Maximo Applications

(10)

Spatial Scheduling

Problem definition:

Daily crew assignments need to consider the location of the work as well as distance and travel time, and be optimized into daily routes for each crew.

Goals:

Automatically create daily street routes for the crews by matching crews to work orders within geographic work zones, considering the type of work to be performed and the capabilities of the crew.

Work Attributes Considered

Service Address of the work, asset or location Work zone of the work

Type of crew required for the job Travel time between locations External Labor

Resource Attributes Considered Crew type of the crews Work zone of the crews Daily composition of the crews Start location for a daily route Finish location for a daily route Standard shift availability Calendar breaks

Populate Destination Travel Time Matrix

1) Planning & Scheduling > Graphical Assignment > Work List Select

Action > Populate Destination Travel Time Matrix

• Determining Travel Time from one assignment to another is crucial to

understand how much work can be done in any given shift.

• Based on the Work Query of the project - Travel Time is calculated and stored

in the skdorgindestmatrix table. This data is used when assigning work in the

Spatial Scheduling optimization model.

2) Planning & Scheduling > Graphical Assignment > Select Action > Create

Spatial Scheduling Scenario > Run Optimization

• As part of the Spatial Scheduling Optimization process the Populate

Destination Travel Time Matrix code is ran to populate the skdorgindestmatrix

table prior to sending data to the ODME model.

NOTE: Populating the Destination Travel Time Matrix requires that the work order has a

latitude(Y) / longitude(X) associated to the record via a service address or a linked record

(Spatial).

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Service Address – Travel Time Matrix

Populating the Destination Matrix impacts daily query limits to map providers.

Clients have the option of entering travel time records with their own values in the

Service Address application.

Administration > Service Address > SA Select Action > Spatial Scheduling Travel

Time

Source = ‘USER”

Creates a reverse record for the To Service Address. ie LON105 to LON102 0:15 mins

Cron Task for Destination Matrix Deletion

Based on the Terms and Conditions of a map providers license - travel

time data cannot be kept after ‘x’ amount of days.

SKDMATRIXCLEANUP Cron Task runs daily at midnight to delete any

map provider records from the skdorigindestmatrix table that are greater

then 30 days.

• This value is configurable in the Map Manager application - Optimization

Cleanup field.

Records where Source = ‘USER’ will not be deleted from the

skdorigindestmatrix table.

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Create Spatial Scheduling Scenario

Planning and Scheduling > Graphical Assignment > Work List Select Action > Create Spatial Scheduling Scenario

Once a scenario is created the type = ‘Spatial scheduling’ to run the Spatial ODME model.

NOTE: Spatial Scheduling requires that the work order has a latitude(Y) / longitude(X) associates to the record

Name Scenario

Scenario Type: Spatial Scheduling

Spatial Optimization Objectives and Constraints

Minimize Travel Time

• Indicates that travel time should be minimized when assigning work based on location.

Include Travel Time in Total Time

• Indicates that travel time is considered when

assigning work within a shift.

Travel Time Buffer

Run Optimization toolbar icon

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Spatial Scheduling – Before and After Optimization

BEFORE: Orange Unassigned Work Orders

AFTER: Green Assigned Work Orders based on Spatial

Scheduling Constraints

AFTER - Spatial Scheduling – Dispatch View

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27

Exercise - Create Graphical Assignment – Dispatch View

1. Create a New Work List

• Add Calendar/Shift from Labor created in step (3) • Add Start Time– make the time an hour before start of shift

• Add End Time – make end time 24 hours after start time to encompass entire shift • Add Start/End Location – add the location not used on the WOs

• Create a WO query - i.e. wonum like ‘LS%’ • Add Labor resources - i.e. laborcode like ‘LS%’ • Save Work List

• Apply Street Level Route