Maximo Utilities Workshop Marcelo Esperandio Set 2012

®

IBM Software Group

IBM Maximo for Utilities
Main Features and Concepts
Marcelo Esperandio

IBM Confidential © 2012 IBM Corporation

IBM Software Group | Tivoli software

Agenda
 Overview

 Concepts

 Main Applications and Process

 Demonstration

© 2012 IBM Corporation 2


IBM Maximo for Utilities Overview
 Supports work and asset management for transmission and
distribution in water, gas and electric utilities.
Helps increase asset and resources effectiveness by providing a platform
to support all types of asset classes and all types of work in water, gas and
electric utilities.
Manage crew type and crew makeup with enhanced crew management
while tracking labor skills and certifications
Create detailed estimates with Compatible Unit Estimating (CUE) and a
multilevel compatible unit library



Product Expansion Model
1. IBM Maximo as the foundation for product offerings
2. Industry Solutions built on top of IBM Maximo platform
3. Customer Specific Configuration built on top of Industry Solutions
4. Industry Solution Partners positioned as part of total solution

Customer Configuration
Oil & Gas Industry Solutions

Transportation Asset Configuration
Manager

Life Sciences
Maximo Calibration
Utilities
Transmission & Distribution
Government
Spatial Asset Mgmt

Service Provider
Nuclear Power



Maximo for Utilities – Setup and Use
CU Administration Non Design Business Flow
Define MAXVARS Define Crew
Define Job Plans
Define Domains Types
and Filters

Organization Create CU Library Design Business Flow
Crew Type – Referencing Create Estimates Job Plans
T&D Crew Types
Domains
CU Library CU Estimate
Duration and effort hours Perform Estimates copy
are based on the crew to work order when ready
definition so the crew
Create Work
definition needs to be Orders
static

WO Tracking
Define Crews
(Assign Labor and
Tools)

Crew Management
Assign Crews to
Perform Work
Ongoing Crew
maintenance
Assignment
Manager

Report Labor
Hours for Crew
Members Via Quick Reporting

Labor Reporting



Maximo for Utilities CU Applications

 Administration/Organizations (T&D)
T&D Options

 Administration/Resources/Crews (TPAE/Scheduler now)
Crew Types and Crew Management

 Planning/CU Library (T&D)
Define Compatible Unit labor, material, service, tool and child CU
details

 W ork Orders/CU Estimate (T&D)
Perform Estimates

.


Crew Types

 Define Crew Types based on positions, skill requirements,
qualifications and tools.
 Create specific crews and assign labor and tools for the crew.

 Tracks the crew make up over time.
 Allows single assignment for work order and labor reporting.



Crew Management

 Define individual crew resources from Crew Types.
 Manage crew shift, work group and calendar
 Support Qualifications for Crew
 Track changes to Crew over time
 Define, plan and schedule labor and tool resources for a crew
 View crew actuals for work completed
 View historical information for a crew



Maximo for Utilities CU Library Details

 Provide Designers and Engineers with a standards-based
means to estimate labor, materials, services and tools to
complete construction work.
 Capture costs of doing that work and the proper accounting.
 Filter concept supports the variables associated with site
conditions.
 Supports 10 levels of parent child relationships.
 Recommended best practice is to align the top level CU’s with
the organizations construction standards.
 There can be one to many relationships among CUs
 Each CU is version controlled and only one version can be
active at a time



Maximo for Utilities CU Library Sample Hierarchy
The compatible unit library supports 10
Install levels for maximum flexibility. This is a
Level 3 Framed Pole distribution example. A substation
w/Tx
example might use 5 levels.

Level 2 Install
Framed Pole Macro units or compatible unit groups

Level 1 Install Pole Install X-arm
Install
Transformer Compatible Units

Labor Units are associated to
contract lines allowing the user to
Level 0
Labor to Set Labor to copy an estimate of internal
Pole Install X-arm
resources and cost and quickly re -
estimate using a specific outside
contractor



Maximo for Utilities Set Up
Administration/Organizations (T&D) – Action T&D Options

 Account Code Options  Configure Services
 Account Override Options  Configure Work Groups
 Asset Code Options  CU Library Options
 Assign Labor to Work Groups  CU Estimating Options
 Assignment Options  CU Acceptance Options
 Configure Classifications  Labor Adder Options
 Configure Crafts  Loading Type Options
 Configure Items  Work Type Options
 Configure Tools  Work Zone Options
 General Value List Options

See notes page for details



Maximo for Utilities CU Estimate Details
Provides foundation for the initiation, planning, scheduling, execution, and close
of construction work in a transmission and distribution environment.
 Standards based estimating.
 Can perform many estimate versions for each project and compare costs.
 Provide audit capability for regulators to document how costs were estimated.
 Support template estimates and the ability to perform high level estimates.
 Supports configuration for accounting, overhead costs, site conditions, travel
time, customer contribution, use of outside contractors,
 Automatically creates bill of materials.
 Accurately estimates crew type or craft labor hours required to perform work.
 Supports as-built estimates to be performed after work is complete.
 The Work Order structure is generated from the CU Estimate
 Version Status: Estimated  Quoted  Accepted  Work Order



Maximo for Utilities CU Estimate Sample Hierarchy

A new estimate request is created for
Estimate
Request each project.

Different versions can be created to
Overhead
Overhead compare costs of different designs .
Internal Underground
Resources
Contractor The filters facilitate copying an estimate
and re-estimating with different site
conditions (such as rock trenching ).

Stations or design points are locations
Pole 1 Pole 2 Pole 3 where work is performed. These
Maximo Loc’n Maximo Loc’n Maximo Loc’n
points can be associated to a Maximo
location.

Compatible units are the basic
estimating units which contain the
Compatible Compatible
Unit 1 Unit 2 labor, material and tool
requirements. See the compatible
unit library hierarchy.



Maximo for Utilities CU Estimate Business Process
Identify Est
Work Order Create
Requirements
Tracking Master
Work Order
Manual
Perform Site
Process
Assessment
Enter Station /
Design Points Create Sketch/
Design
Apply CU
Parameters Enter Work
Required
Apply CU’s
Generate
Estimate
Estimate
Request Accept
Estimate

Apply WO Plan
to Master WO Next Page



Maximo for Utilities CU Estimate Process Cont.

Approve &
Prior Page Execute WOs

Report Actuals

Work Order
Create As Built Compare To
Tracking
Estimate Estimate Estimate
Request

Variance
YES
NO
Close Work



Questions?

Marcelo Esperandio (marcelo.esperandio@br.ibm.com)

Terry Saunders (terry.saunders@us.ibm.com)

Vinicius Garmatz (vgarmatz@br.ibm.com)


Maximo Utilities Workshop Marcelo Esperandio Set 2012

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