EAM Schedular Workbench

1
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Oracle Advisor Webcast

Resource Scheduling in Enterprise Asset
Management
Emanuela Preda Principal Support Analyst
Objectives
Provide basic information on resource usage in EAM

Show examples of monitoring and balancing resources in the
maintenance department
Agenda
1. General Resource setup

2. Creating resource requirements
3. Monitor resource/instance load
4. Level resource/instance load
Resource setup - Workday Calendar
Resource setup - Creating Resource
10
Resource setup - Creating Resource with instance
11
Resource setup - Attach Resources to Department
12
Creating resource requirements
WO with 1 operation having 2 resources

WO with 2 operations, each having 1 resources, no dependency
between operations
WO with 2 operations, each having 1 resources, with dependency
between operations
WO with 2 operations, each having 1 resources attached to 1
instance, with dependency between operations
13

WO with 1 operation having 2
resources
WO=EP_SCHED2
start date= 02-APR-2014 10:00:00
op 10, having 2 resources:
seq10> resource=EP_MECH1 >
usage=1
usage=1
14
15
WO with 2 operation each having

1resource
WO=EP_SCHED3
seq10> resource=EP_MECH1 > usage=2
seq10> resource=EP_MECH2 > usage=2
no dependencies between operations
16

WO with 2 operation each
having 1resource
WO=EP_SCHED4
start date= 02-APR-2014
10:00:00
usage=2
usage=2
op dependency:
op 10 is prior to op 20
17
18
19

WO with 2 operation each
having 1resource with
assigned employee
WO=EP_CREW12
start date= 14-APR-2014
10:00:00
seq10> resource=Mechanic1 >
usage=2
seq10> resource=Mechanic1 >
usage=2
op dependency:
op 10 is prior to op 20
20
21
22
23
24
Creating resource requirements -Assign Employee page
25
26

All instances attached to the
resource via Resource form >
Instance Button are visible
Allotment Hours
Assigned Hours
Available Hours
Assignment Details for each
employee
27
Mr. Dave is overloaded by 2h

Mr. Joe has 2h availability in the
given period
28
Confirmation message
Using Breadcrumb to go back
29
Using Breadcrumb to go back
30
Monitor and Level Resources and Employees
Scheduling Workbench
Crew Scheduling
Microsoft Projects/ Primavera
ENDECA
31
Navigation:
EAM > Work Order Planning >

32
Features
Tree hierarchy structure
Gantt Chart
Drill down to operation and
resource level
Go TO
33
Scheduling Workbench- Filtering options
34
Scheduling Workbench- Time Ruler
35
Scheduling Workbench- WO/OP/RES Details
36
Scheduling Workbench- WO/OP/RES Properties
37
38
39
Scheduling Workbench Resource Load
40
Resource Load
Required time
Available time
Overload
41

EP_MECH2 is overloaded in
interval 11:00 -12:00

Use Manual Scheduling
Re-schedule WO
EP_SCHED2 to an earlier time
42

EP_MECH2 is overloaded in
interval 11:00 -12:00

Re-schedule WO
43

Drag and Drop functionality

Re-schedule WO
44

After refreshing resource Load
Resource EO_MECH2 has
been leveled
45

Another work order using
resource Mechanic1 > Resource

load is still showing EP_MECH2
46

Select Resource button
Display load for multiple
resource
47
Scheduling Workbench Assign instance
48
49
50
51
Crew Scheduling
ENDECA
52
Crew Scheduling
Navigation
Maintenance Super User >
Work Orders > Crew

Schedule
Filters
Department
Resource
From/To Dates
Employee
Competency Type
Competency
Display time
Allotment hours
Assigned hours
Available hours
Assigned percent
53
Crew Scheduling
All available instances for resource Mechanic1
Assignment details for each employee
54
Crew Scheduling
Filter on 1 day and 1 resource
Mr. Dave is overloaded by 2h
whereas Mr. Joe has room for

more load
Use the link for
EP_CREW12 to go to Update
WO page and change one
instance with the other
55
Crew Scheduling
In Update Work Order page
56
Crew Scheduling
Switch Mr. Dave with Mr. Joe
57
Crew Scheduling
Save the update and go

back to Crew scheduling
page using breadcrumb
58
Crew Scheduling
Employee load has been leveled
59
Crew Scheduling
ENDECA
60
Using Microsoft Projects - steps
Export from EAM as xml

Import into MS Projects as xml
Re-schedule resources in MS Projects
Export from MS Projects as xml
Import into EBS-EAM as xml
61
Microsoft Projects Export from EAM
Select a number of work orders

Export Schedule BUTTON
62
BUTTON
Select Entire Schedule Result
63
As Target System chose =
Microsoft Project
64
Data will get saved as XML file
65
we can give a
meaningful name to the

file
66
Microsoft Projects Import in MS Projects
launch MS project, and select the XML type of source file
67
after selecting xml file, the filter becomes applicable and file is visible
68
Import data as new project
69
Microsoft Projects Re-schedule in MS Projects
The work orders will be shown as Gantt chart
70
Microsoft Projects Re-schedule in MS Projects
We can use the
drag and drop

functionality to
reschedule each
resource
71
Microsoft Projects Export from MS Projects
After we are
finished we can
export back to
EAM
Save as xml
72
Microsoft Projects Export from MS Projects
Choose an appropriate name for the file
73
Microsoft Projects Import back to EAM
Go back to Oracle EBS > Maintenance Super User > Work order page
Press Import Schedule BUTTON
74
Select source System= Microsoft Project and browse to find the xml file
75
Locate the xml file and press Open
76
Then press Go to show the data which will be imported
77
To actually import press the Apply button
78
Once the import is finished we see the message, and in case of any error we can see the error
message on this page:
79
80
Crew Scheduling
ENDECA
81
ENDECA
Maintenance Super
User Home page
with ENDECA:
Metrics
Charts
Guided Navigation
Range Filters
82
ENDECA
Work orders
presented as past
work and future work
Work orders presented
by status
83
ENDECA
Count by Resource
Count by Employee
or Equipment
84
ENDECA
85
ENDECA
86
ENDECA
87
Summary
What we covered today
General Resource setup
Monitor resource/instance load
Level resource/instance load
- Scheduler Workbench
- Crew Schedule
- MS Projects/ Primavera
- ENDECA extension
88
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use the Chat area at the
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asked on the My Oracle
Support Communities
Questions & Answers
89
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Webcast Calendar/Archive [ID 1167439.1].

Oracle Advisor Webcast Schedule [ID 740966.1].
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Management My Oracle Support Community.
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90
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phone line, select *1 on
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asked on the My Oracle
Support Communities
Questions & Answers
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Doc Id 740966.1
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AUDIO INFO Join Teleconference
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Question and Answer Instructions

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Question and Answer Instructions (cont)
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1

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast Program

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Future Advisor Webcasts

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Safe Harbor Statement

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Oracle Advisor Webcast

Emanuela Preda Principal Support Analyst

Provide basic information on resource usage in EAM

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

1. General Resource setup

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Resource setup - Workday Calendar

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Resource setup - Creating Resource

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Resource setup - Creating Resource with instance

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Resource setup - Attach Resources to Department

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

WO with 1 operation having 2 resources

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

WO with 2 operation each having

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements -Assign Employee page

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements -Assign Employee page

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements -Assign Employee page

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements -Assign Employee page

Mr. Dave is overloaded by 2h

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements -Assign Employee page

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Creating resource requirements -Assign Employee page

Using Breadcrumb to go back

Copyright 2014, Oracle and/or its affiliates. All rights reserved.

Monitor and Level Resources and Employees

Copyright 2014, Oracle and/or its affiliates. All rights reserved.