2608 sap planning and scheduling workshop (1)

]Orange County Convention Center

Orlando, Florida | May 15-18, 2011

SAP Planning & Scheduling Workshop

Gus McIntosh

Ben Mansi

Real Experience. Real Advantage.

[

2

Learning Points

Understand the capabilities of SAP and how you can use them to support an effective planning & scheduling process.

Explore non standard SAP PM options for scheduling and how they can support your requirements.

Better understanding of key tools and approaches that can be deployed to provide the basis for measuring planning and

scheduling performance improvement.


[ Agenda Planning in SAP

Task Lists

BOM

Work Order Planning

Scheduling

Dates

Capacities

Capacity Evaluation

Planning Board

Project Systems

MRS

PMX


[ Planning in SAP

Task List Overview

Task List Details

Structures / functions

Supporting Maintenance Plans / One Time Work

Bill of Materials

Work Order Planning

Tools to Support Work Planning

List Edit Reports


[ Task List Overview Task Lists describe the sequence of individual maintenance activities to be

performed, identify the required Resources (Labor, Materials, Services,

Special tools) and related procedures.

Predefined list of Work activities that contain Work Group, Skill, Work Description, Duration, Number of Workers and associated Material Items.

Task Lists are building blocks of Maintenance Plans.

Simplifies the Work Order Planning process

Task List TL Types:

General (can be used on multiple objects) (TL Type A)

Functional Location (associated with FLocs) (TL Type T)

Equipment (associated with specific Equipment item) (TL Type E)

The type of Task List created will depend on the objective of the plan /and related Technical Object

General TL can be configured


[

Contents

Usage

Work steps (operation)

Long text (Std Text) instructions

Maintenance work centers

# Resources, Duration, Total Work

Material components (Stock / non-stock w/BOM)

Special Tools/drawings/equipment (PRTs)

Craft / Specialists / Qualifications / Contractors

Regular maintenance (PMs, PdMs, servicing & inspection)

Major maintenance Activities (planned repairs, Overhauls)

Why?

To standardize work processes

To plan maintenance orders more effectively

To create maintenance plans more quickly

Task List Overview

Who?Maintenance and Service Planners

Reliability Engineers


[ Task List Overview

Maintenance Item

Maintenance Item

Item dataPlanning dataTask List dataMaint. Plan dataLocation/accountassign

Object ListObject List

Lists of:Functional LocationEquipment

MaintenanceStrategy

Maintenance Plan& ScheduleWork

Order

Maintenance Task List

Operation

Operation

OperationSub-Operation

Maintenance Task List

Operation

Operation

Operation

Sub-Operation

Long Text

Standard Text

Tools

Services

Components

Labor

Task List Overview


[

Equipment

(Turbine 1000)

Task List

(Turbine 1000)

Operation #1

Operation #2

Operation #3

Operation #1

Operation #2

Leverage one or

more Task Lists

for planning work

orders

Task List Overview - Use in work order


[ Task List

Task List Header

Operation

Sub-operation

Material

Production Resources/Tools

Maintenance Package

Example of FL Task List

Group and Group Counter numbers can be internally or externally maintained

Header defines default Work Center


[ Task List Use in Preventive Maintenance

Task List Header

Operation

Sub-operation

Material

Production Resources/Tools

Maintenance Package

Standard / Long Text

Classification

Object Dependencies

User Defined Fields

Control Key (Internal, External, Services)


[ Task List Profile

General settings typically common

across plants

Internal processing settings typically

common across plants

External processing (operation

Services) defaults can cause the need

for multiple profiles by plant.

Header data settings common across

plants

TL Profile Parameter ID PIN Sets default in IA01,2,3,5,6,7,13,14,15


[ Task List StructureTask List Overview

Header

Operation Overview

Operation details copied onto Work Order

TL Group w/multiple

Counters

Alpha/numeric

Work Center & System

Condition are defaults

for TL Operations

Matl BOM populated

on Gen TL makes items

available


[Only applicable if used in Strategy Plan

Defines applicably frequency per Task / Operation

Task List Structure Package Allocation Options

This option has limited

view of package text.

This option has

better view of

package text but

more screens


[

Internal Processing Detail

Resources provided from internal Work Centers

Work requirements define resource forecast when associated with Maintenance Plan

Task List Structure Internal Processing


[ Components Show Operation Assembly Options General Task Lists, Assembly (Material) BOMs can be used to display part

requirements

Assemblies are useful

on work order

operation assembly

field for planning

Parameter ID:

PM_TREE_INACTIVE = X

Non-stock assignment Only

through a BOM


[ Task List Structure - Components

Component Overview

From selected Operation Setting of 1 results in

order setting:

Use to

activate on

order

Standard(S) BOM for freely assigned parts


[

Operation Relationship

Finish to Finish

Finish to Start

Start to Finish

Start to Start

Task List Structure - Relationships


[Standard FS relationship applies based on Operation #

Relationships can be applied

They are copied onto Work Order

Network graphic is easiest way to maintain relations



[Relationship data copied from Task List onto Work Order

Order scheduled with basic start of 01/31/2007



[With offset



[ Task List Structure - Relationships


[ Task Lists - Supporting Maintenance Plans

Strategy Plans must

have same Strategy

on Task List, Items

and Plans

Strategy plans

MUST have a task

list or will not

schedule plan

Error.

Task Lists applied in same way to Strategy, Single

Cycle or Multiple Counter Plans


[ Task Lists - Supporting Reactive / One Time Work / OverhaulsUsing existing Task List to plan Work Order

Choose all or specific Work Centers

Choose all or specific Operations


[Using Task List to plan Work Order Or setup as Manual call

Task Lists - Supporting Reactive / One Time Work / Overhauls


[Can use sub operations to plan multiple resources on same task list operation

No component, PRT planning, External Services

No date scheduling specific to sub operation

No Relationships and Constraints

Defined at superior Operation levelOn Work Order can adjust start and end times using offset

Capacity requirement defined for sub operations

Included within capacity loading

Available within Planning Table for Dispatch

Enter confirmations at sub operation level

Operations & Sub operations


[

Apply Long text using standard text key

Apply text directly to Operation

Cut / Paste

Upload

Procedures and Long Text


[ Planners and MRO Inventory and Purchasing

Components:

Stock material

Non-stock Material

Text Item

Document

Equipment(Pump)

Coupling ImpellerBearing/Gasket

Assembly

Bearing Gasket Misc. Hardware


[US01

Aromatics

ACU - East

M1118 EXT. RDC COLUMN MIXER

M6833 RDC MIXER

P1677 RAFFINATE BOOSTER

P4283 PARAFIN STRIPPER BOOT WATER

P9614 TOLUENE COLUMN REFLUX PUMP

Plant

BPU

Unit

Equipment

Service

10003857 P-9614 PUMP

BOM

Equipment

BILL OF MATERIALS FOR P-9614

CHEMICAL SUPER PLANT

AROMATICS

AROMATICS CATALYTIC UNIT - EAST

879444

123456 Pump Shaft

1.020 X .0075 Bearing

BOM

Bill of Materials


[ Bill of MaterialsEquipment BOM Example


[ Bill of MaterialsEquipmentBOM

Equipment Equipment Equipment Equipment

Mat 1

Mat 2

Mat 10

Mat 11

Mat 3

Mat 6Mat 20

Mat 7

Construction typeBOM

Construction

type


[

Construction Type /

Material BOM

Equipment BOM

BOM Items

Bill of Materials Construction Type


[

Construction Type / Material BOM assigned to General Task List

General Task List is made available as ref. object to related Equipment

Bill of Materials Construction Type


[ Work Order Planning

Manual planning of Operations

Similar structures / functions as for Task List

Can establish default calculation method:

Calculate Work

Calculate Duration

Calculate Manually

All Internal Labor planned with reference to an Activity Type

Holds Cost Rate

Is used to calculate Plan and Actual labor cost


[

Select from BOM or add manually

Work Order Planning


[

Material Requirement Date set by Operations Start

Can adjust with Offset

Work Order Planning


[

Unplanned Service Requirement

Overall limit set

Planned Service

Need defined in terms of detailed Service Items referencing a Contract / Service Master

Work Order Planning


[ Codes To Support Work Planning Tools to help Planner manage the work

Priority & Risk codes

Equipment Criticality (ABC)

Equipment Availability (System Condition, Revisions)

User Status to support control, workflow and reporting

In Planning or equivalent

Review in field

Waiting on Engineering, MOC.

To further support Parts status

Routinely a review of work orders should be made so that

Priority work orders are being planned first

Common Locations of multiple work orders can be reviewed


[System Condition use to identify operational state for required intervention

Revision code options for use

Define turnarounds / outages / shutdowns

Apply target basic dates

Tagging / Grouping

Basic Work Order scheduling

Codes To Support Work Planning


[ Consider different PM Priorities

There needs to be a way to identify PMs

that can be scheduled anytime. E.g. certain

inspections. See Priority 0

Assignment is across all plants by Order Types


[ Operating Condition - Coordination with Production

This field can be used to identify if the work can be performed while the equipment is in operation (like certain inspections, vibration analysis, testing) or if the equipment must be taken out of operation.

It can be part of the ready to work criteria in selecting orders for scheduling.

The Reservation by PM is part of the

integration with Production Planning at the work center level.


[ Operating Condition Where Used Order Header


[ Operating Condition Where UsedOrder / Task List Operations

The importance at the operation level is knowing in IW37N whether the equipment needs to be shutdown or in operation

Maintenance Item (partial screen below)

Setting the Operating Condition on the Maintenance Item will default to the work order header.


[

User Status to support process / workflow

Control related single option

Information multiple selection



[ User Statuses Informational for Process

Informational User StatusesNo numbering, Multiple active, Can be automatically set, Transaction controls, Position controlled, Authorization controllable

Used for process and backlog/fore log management, general information


[ User Statuses Sequentially Controlled

Statuses can be:

Sequentially numbered and activated/deactivated, Sequence controlSingle activationAuthorization controllable

Used for process control and backlog/fore log management


[ Status Transaction Controlled

In this example, the status INP (In Process) is automatically set when a work order is printed or reprinted.

The status INP is removed when the order is TECOd.


[ User Status Assignments

Assignment is at the order type and operation level

Note: User statuses are available for notifications, orders, equipment, functional locations, serial numbers, IBase,


[

ABC Indicator for Criticality



[ ABC Indicator - Examples

Used in List Edit displays to prioritize work


[ Plant Sections

Used in List Edit displays work locations.

Augments functional location for some users.


[ Planner GroupsPlanner Group Tables

One table for flocs,

equipment,

notifications/orders

One table for task

lists

Planner groups for orders is the number one means of

denoting ownership of the order from a planning

perspective. Work center is another common approach.


[ Planner Group Use

Planner group maintained on floc or equipment will default

to notification or order unless user maintains personal

defaults.

Planner Grp On Notification

Planner Grp On Order


[ Planning Indicator Good KPI but bad locationThe Planning

indicator provides nice out of the box

reporting.

The problem is the indicator is buried on the Control tab. GUIxT is a good solution.


[ Planning indicator - Definition

Planned: All preventive maintenance orders and other work orders that require planner intervention before the job is started.

What if no parts and the operation is estimated/planned?

Do KPIs exclude PMs?

Unplanned: Work that is not immediate and handed to a craft to troubleshoot and plan themselves. No previous planner intervention.

Immediate: Break in work that is not planned.

Other solutions besides the planning indicator

Important: Understood and agreed upon definition used consistently.


[

User Defined Fields

Available within Planning Table



[ Default Settings on work order


[

By setting at Operation level to Immediately all Reservations or Requisitions associated available for further processing

Setting can also be made at Component level

Default value is configurable

Early Release of Material Requirements puts in process without need to fully Release the Work Order for execution

Generates Purchase Requisition and initiates Procurement process

Stock Reservation established

When and why would you release materials early?

Where there is a long lead item and need exists to place purchase order

Materials Planning Release


[ List Edit Reports


[

Material Availability can be checked at any time from within the Work Order

A Material Availability Report is also available that can provide status across multiple Work Orders

Availability Report also includes for Non Stock items where planned Goods Receipt dates are compared to Operation Earliest Start dates

Materials Availability


[ Availability Checking Control


[SAP List Edit function facilitates review of and adjustment of Work Orders

IW38 Order Header

IW37 Order Operations

IW37N Order Header & Operations (Require 4.7 SP EA_APPL 200)

Manage Planning Activities - List Edits


[

Column layouts can be adjusted and saved as user specific variant

Can Sort on columns and filter data, e.g. by Status (System and User)

Select single or multiple Work Orders and drill down to individual objects in Change mode

Can carry out functions collectively e.g. Release Work Order

Manage Planning Activities - List Edits


[ Periodic Maintenance Schedule General industry acknowledgement of need for an effective scheduling

process ensuring:

Most important work is being executed

It is being worked at the optimal time

Execution is undertaken employing the most appropriate and available resources

Cost of execution is reduced

Most top performing Maintenance Organizations establish a Weekly Schedule and measure compliance against it.

Schedule requires involvement and agreement from all involved departments particularly Production and Maintenance.


[ Weekly Scheduling in SAP

Objectives:

Outline the use of standard SAP Capacity Leveling and Evaluation functions to support creation of Weekly Maintenance Schedule

Identify options and approaches that work best

Keeping it simple

Consider shortfalls in functionality

Touch on approaches without use of Capacity Leveling


[ Prerequisites to Periodic Scheduling process

An effective SAP planning process that defines and prioritizes work

A maintenance backlog accurately represented in SAP in terms of:

Work activity, labor resource estimates (number of people and man hours) and durations

Material Requirements

Criticality and Priority

Work Categorization (e.g. Preventive, Corrective, Project, etc.)

Resource group / Work Center capacity information maintained to reflect:

Standard Working Times

Weekly available capacity


[ Scheduling in SAP SAP Date Scheduling

Relationships & Constraints

Revisions

Manage Work Center Capacities

Standard / Intervals / Versions

Calculation from HR Employees / Work Center Hierarchies

Capacity Evaluation

Work Orders - Ready to Schedule?

Scheduling Options:

Capacity Leveling (Tabular Planning Table)

Publish the Schedule

Schedule Compliance Reporting


[ Typical Scheduling Process

Maintain Shifts &

Availability

Manage Work Center

Capacity

EvaluateRequirements

v Capacity

Define Weekly Schedule

Hold PlanningMeetings

FinalizeWeekly

Schedule

CommunicateWeekly

Schedule

Manage Work ready

to be Scheduled

Prepare to Schedule

ManageEmployees &

Schedules (HR)

Work PlanningProcess

ExecutionProcess

ManageRemaining

Work

ManageDailyWork

Assignment

Preventive& Predictive

Process


[ SAP Date Scheduling Adopt a scheduling direction Forwards or Backwards

Duration and Work Center standard work times drive Work Order schedule date calculation

Time Window for Work

4hrs 4hrs 6hrs 4hrs

Basic Start

Op. 010 Op. 020 Op. 030 Op. 040

Work OrderBasic Start

Date

WO ScheduledDates

Adjusted

Times constrained by Work Center operating time

Scheduling Direction

010 020 030 040

Start date 12/13/2007 12/13/2007 12/13/2007 12/14/2007

Start time 7:00 11:00 15:00 12:00

Finish date 12/13/2007 12/13/2007 12/14/2007 12/14/2007

Finish time 11:00 15:00 12:00 16:00

Duration (hours) 4 4 6 4

People involved 2 1 2 2

Work 8 4 12 8

Work Order Operation

Schedule Start

Schedule Finish


[ SAP Date Scheduling


[ Scheduling Types

Typically there are no reasons to change standard SAP Scheduling Type settings.

The with Time indicator allows input of times against basic start and end dates as shown below.


[ Scheduling Types

The with Time indicator allows input of times against basic start and end dates as shown below.


[ Scheduling Types

3 Only Capacity Requirements

All Operation Dates / Times set from Basic dates


[ Scheduling Parameters

Defined in configuration & control how dates are calculated

Defined for Plant / Order Type


[ Scheduling Parameters

Options for Date Adjustment

Do you want to adjust or retail Basic Dates?

Are Material Requirement dates to be driven by Order Start or Operation Start?

Automatic Scheduling: switch on to ensure dates are always re-calculated when Order processed / saved

Scheduling with breaks: Consider excluding breaks from Work Center operating times. This ensures clean start and finish times without SAP calculations in fractions

of hours.

Shift Order: Switch on to exclude confirmed actual dates and times from re-calculation of schedule e.g. if work was not completed and need to adjust schedule

dates to another time in future.


[ Work Order Relationships & Constraints


[ Work Order Relationships & Constraints

Typically no need for complex relationships and constraints

Adopt simple and standard approach to use of dates

Operation start and stop dates / times are driven by WC Operating time

You want to have a process where you adjust Order dates (start or finish) and let system calculate scheduled dates


[ Revisions Transaction OIOB used to define Revisions

Revisions can be used to define Maintenance Periods etc.

Change Basic Start / End Dates

Can adjust Revision dates and collectively re-apply


[ Assign Revisions

Can apply direct on Work Order Header or collectively through IW38 or IW37N

Select Orders and assign Revision dates


[ Can access & maintain from capacities from within both Evaluation &

Leveling

Changes to calculations are immediately reflected on Table / Reports

If change from Planning Table will only become permanent when Save on exit

Capacity values are not stored in SAP dynamically calculated

Viewed in reference to a Factory Calendar

SAP

HR

Work Center Capacity

Capacity

Planner Group

Factory

Calendar

Employee HR

Assignment

Versions

3 aspects can be taken into account:

Standard Capacity

Intervals & Shifts

Versions

Intervals of

Available

Capacity

Standard

Available

Capacity

Manage Work Center Capacities


[ Factory Calendar Defines working days & Holidays


[ Standard Work Center Capacity Defined on WC Capacity Header screen

Can be used to group Work Centers in Capacity Planning

Required if executing finite scheduling

Required if assigning Shifts


[ Standard Work Center Capacity

For each Work Center you establish a standard available capacity and working times that reference a specific Factory Calendar

Factory Calendar (defines working days / non working (including holidays) days.

Breaks can be defined that are deducted from available operating time

For typical routine maintenance scenarios it is recommended to exclude breaks and adjust start and finish dates to reflect normal available work time

The standard capacity is applied to all the working days defined within Factory Calendar

For non working days the capacity is set to zero.

As previously notes the working times influence how schedule dates are calculated on the Work Order

Work Center Capacity

= Number of Ind. Capacities * Operating Time

(Operating Time is adjusted by Utilization)



Calculation examples:

(10 * 1.0) * 2 = 20

(9 * 1.0) * 3 = 27

(9 * 0.9) * 3 = 24.3

(9 * 1.2) * 3 = 32.4

Operating Time = Calculated Work Time * Utilization

10 hrs, No Breaks = 10

10 hrs, 1 hr Breaks = 9

(10 * 1.0) * 2 = 20

(9 * 1.0) * 3 = 27

(9 * 0.9) * 3 = 24.3

(9 * 1.2) * 3 = 32.4

Operating Time = Calculated Work Time * Utilization

10 hrs, No Breaks = 10

10 hrs, 1 hr Breaks = 9



Calculation examples:Work Center factory calendar defined as 7 work days / week

Non working holidays defined on 12/25 and 1/1

Available capacity 45 hours per day


[ Intervals & Shifts Standard capacity can be further refined by adding Intervals

Different capacities can be set for individual days or periods of time

In this example no intervals yet exist

Indicates standard capacity


[In this example interval added

Note: Interval operating times also impact Order date scheduling.

Intervals & Shifts


[

Monday 21st Holiday per Factory Calendar

----- 7 Day Cycle ---------

- 5 Day Interval--

Intervals & Shifts


[To add an interval

1 (default) or 7 days are applicable cycles

Intervals & Shifts

Although 7 day cycle only first 5 days applicable to Interval.


[

Monday 21st Holiday over ridden by Interval

----- 7 Day Cycle ---------

- 5 Day Interval--

Intervals & Shifts


[ Intervals & Shifts


[ Intervals & Shifts Can reference and apply shifts defined within HR


[ Intervals & Shifts Can apply shift sequence and define capacity by shift


[Can have multiple Versions of available capacity within Work Center

3 Standard delivered versions

Can add your own versions

Can change active Versions when evaluating capacity or leveling (scheduling)

Intervals are associated with specific versions

Capacity Versions


[Can apply different Versions of available capacity on Work Order Header

Schedule dates reflect defined versions.

Capacity Versions


[

HR assignment

Employee Assignment & Capacity Calculation

Within Capacity Leveling it is possible to calculate available capacity based on individual work schedules maintained within HR Master Records.

Configuration setting on Evaluation Profile

Not possible within Evaluation

Cumulate Capacity based on employees assigned to Work Center Capacity


[ Employee Assignment & Capacity Calculation


[Capacity leveling reflects HR Schedule of employees

Work Center Capacity is ignored

Employee Assignment and Capacity Calculation


[

Easy to configure reporting function to further support scheduling process

Capacity Evaluation


[

Standard Overview

Work Center Work Center

Change Work Order

Output to Printer

Export to Excel

Capacity Evaluation


[

Change Capacity

Work Center Work Center

Detailed Capacity List

Capacity Planning Table

Capacity & Work Order changes dynamically update reports

Change Work Order

Dispatch Work

Can branch to Capacity Planning Table & Dispatch work (Prepare Schedule) Changes update reports

Capacity Evaluation


[Select via overall profiles

Configured to meet specific reporting needs

Evaluation periods

Period Display

e.g. Day, week, Month

Data selection options

Filters

Exceptions

Can use Wildcard * in selection

Selection by status of Order

Capacity Evaluation


[The Standard Overview report

comparison of requirements compared to available capacity

Can adjust profile settings on the fly

Capacity Evaluation Standard Overview


[

Differing intervals to be evaluated

Time period definition

Applied Capacity Version

Can filter display based on loading



[

Graphic views available



[ Capacity Evaluation Standard Overview


[

Provides a breakdown of each requirement period in an Order Operation list form.

Layout can be configured to meet specific needs

Does not use ALV technology

Can download to Excel etc.

Capacity Evaluation Detailed List


[ Work Orders - Ready to Schedule?


[ List Edit - Used to manage backlog

Establish layouts to sort by Criticality, Priority, Order Type, Basic dates, etc.

System & User Status to select and identify readiness for scheduling

Drill down to adjust Work Order plan and status data

Use Revision functionality

Collective assignment & update of Basic Dates

Direct Access to Material Availability report for

selected Order / Operations


[ Order & Operations List Single screen combining Order

Header and Operation data.

Can define and save both selection parameters and layouts to meet

specific Scheduler processing

functions.

Manage Backlog

Manage dates / apply Revisions

Check Materials Availability

Publish Weekly Schedule

Monitor execution status


[ Order & Operation List Schedule Overview

Schedule Overview (Gantt)


[

Materials Availability Report

Order & Operation List Materials Availability


[ Materials Availability


[ Capacity Planning Table Using Planning Table to create the Weekly Schedule

Review work requirements against capacity

Manipulate capacity & requirements

Dispatch operations requirements to specific work days

Recommend use of CM25 Variable Capacity Planning Table

Dispatching work moves an operation onto a particular day and changes Operation system status (to DSPT).

This day may or may not be the same as how it was originally planned / scheduled in the work order.

Two dispatching options:

Manual

Finite (using a dispatch strategy).


[ Getting to Planning Table Can navigate between IW37N and

Planning Table using selection to

determine Orders to be included.

Call up Planning Board directly

Select by Work Center

Can refine selection further e.g. Revision

Recommend finalizing schedule using direct access to ensure all requirements accounted for


[ Getting to Planning Table Can change time settings

before execute.

Can further filter requirements data.


[ Time Profile Settings Backlog

Orders show

yesterday

Todays date = 1/24/2008

Backlog Orders show today


[ Tabular Planning Table Overview

View work requirements by period

Configure layout, selection rules, time periods of

table to meet specific company needs and

scheduling timeframes

Define weekly schedule by assigning

(Dispatching) work

Adjust dates within table to balance

resources with work requirements

Can Maintain Capacity and Order details

directly from table

Capacity details available / scheduled

Work List details


[For weekly schedule recommend daily view

Weekly or Monthly views can be used for longer term planning / scheduling

Week

Tabular Planning Table Views

Month


[ Tabular Planning Table Requirements Section of Planning Table

Field values and layout can be configured

Not ALV technology so somewhat limited

15 fields maximum


[

CapacityRequirements

from Work Order

Operations

Daily Capacityof

Work Center

Planning Table

MECH

12/11/07

24 Hrs

6 Hrs

18 Hrs

12/12/07

24 Hrs

12 Hrs

8 Hrs

12/13/07

24 Hrs

0 Hrs

4 Hrs

Avail.Cap

Dispatched

Pool/Rqmts

Total Reqts # P A OT S Start Time Order Op Op text FL

6 Hrs 1 PM03 0 01/22/2008 07:00 816542 0010 Op 1

12 Hrs

8 Hrs

4 Hrs

Period

1 PM03 0 01/22/2008 07:00 816542 0020 Op 2

1 PM03 0 01/22/2008 07:00 816542 0030 Op 3

1 PM03 0 01/22/2008 07:00 816542 0040 Op 4

Tabular Planning Table Pooled Requirements

A new operation first appears on

Capacity Planning

Table as a Pooled

Capacity

Requirement.

The scheduled date of the

operation is from

Order

Requirements are assigned independent of the remaining available capacity

Configure to calculate remaining available capacity as the difference between available resources and work already dispatched


[

Initial system distribution of hours based on Operation dates

45 Work Hours planned for 8/27

CapacityRequirements

from Work Order

Operations

Daily Capacityof

Work Center

Tabular Planning Table Pooled Requirements

Selected Work Requirements mapped to defined Work Center capacity based on Operation Dates

81

85

81

842

45


[

OperationStart & Finish

Dates

DispatchedOperation

Planning Table

MECH

12/11/07

24 Hrs

24 Hrs

0 Hrs

12/12/07

24 Hrs

20 Hrs

0 Hrs

12/13/07

24 Hrs

4 Hrs

0 Hrs

Avail.Cap

Dispatched

Pool/Rqmts

Total Reqts # P A OT S Start Time Order Op Op text FL

6 Hrs 1 PM03 0 01/22/2008 07:00 816542 0010 Op 1

12 Hrs

8 Hrs

4 Hrs

Period

1 PM03 0 01/22/2008 07:00 816542 0020 Op 2

1 PM03 0 01/22/2008 07:00 816542 0030 Op 3

1 PM03 0 01/22/2008 07:00 816542 0040 Op 4

DSPT

DSPT

DSPT

DSPT

Tabular Planning Table Schedule Process (Dispatch)


[ Tabular Planning Table Schedule Process (Dispatch)

Select Order Operations and click button

Status of DSPT applied

Pool requirements committed and become Scheduled.


[ Tabular Planning Table Schedule Process (Dispatch) Example of completed Weekly Schedule in Planning Board


[ Weekly Schedule Creation using IW37n & Planning Table If Work Order dates already defined within weekly period you can set the

Schedule in 5 simple steps:

1. Select required Order Operations (IW37N)

2. GoTo Planning Board

3. Select All Work Order Operations CM25)

4. Click Dispatch Button

5. Click Save Button


[ Assignment to Individuals

SAP Capacity Planning Table (Capacity Leveling) can be used to assign / dispatch to individual people

Work can be assigned to individual employees defined in HR module

Work times are driven by work schedule in HR

Process is called Split Assignment

Split Dispatched Operations to individual persons

Split Assignments are presented in CATS Work list for each individual


[ Assignment to Individuals


[Example of Weekly Schedule



[

Example of Weekly Schedule (CM07 Report)



[

After Dispatch refresh of IW37N updates status and dates ready for publishing

Selection variants and layouts defined to meet schedule publishing requirements

Variety of publishing methods



[

Example of Weekly Schedule (IW37 Report)



[ Some publish in Excel down load from List Edit


[ Schedule Compliance Report

Standard SAP does not readily support this reporting requirement

No history of schedule or date status at point of time

Required changes impact Work Order data

Straightforward report to develop in SAP (Abap) or in BI (preferred).

Advantages of BI:

Maintain compliance specific history over time

Technology readily support analysis within and across organizations

Use Dashboard to effective compare results and drive improved performance

Year Week Plant

Planner

Grp

Work

Center

# of

Scheduled

Orders

# of

Compliant

Orders

%

Compliant

2007 02 ABCD PG1 A 3 2 67%

2007 02 ABCD PG1 B 2 1 50%Sum

PG1 5 3 60%


[

Requirements of Report:

Snapshot of scheduled work (DSPT) for week n+1 (day/time at end of week n)

Snapshot of completion status (as defined) for week n+1 (day/time at start of week n+2)

Comparison of schedule v completion

Schedule Compliance Report


[

SAP Project System (PS)


[ Use of SAP Project Systems

Can enhance scheduling capability through use of PS Planning board

Project environment - Shutdowns / Turnarounds

SAP Project System (PS)


[

PROJECT

WBS Structure

Network Activity

PS and PM Overview PS

Project Definition

PM Orders

PM


[

PROJECT

WBS Structure

Network Activity

PS and PM Overview PS

Project Definition


[ Project Coding Mask

145

Good practice to design / adopt coding mask(s) to ensure

consistent numbering / identification of WBS Elements

Level 1

Level 2Level 3

Capital or Expense Budget / Organizational Responsibility Phase, Stage, Event Major Resource Area


[ Project Definition Example

146

Framework / defaults for

all objects in project

-Organizational

-Overall Dates

-Control settings


[ Creating a project and associating WBS elements The first step is to

create a project and

create/assign WBS

element values to the

project.

This transaction is of great use in creating

both the Project and

the WBS elements.


[ Project WBS Structure Example

148


[

149

Project Copying


[

PROJECT

WBS Structure

Network Activity

PM Orders

Plan and Schedule Dates

Plan Dates

S F

S

F

Plan Milestones

S

F

PS

PM

Project Definition


[ Networks / Activities The network /

activity

relationship is

remarkably

similar to the

order

operation

relationship.


[ Network finer points continued There are durations,

relationships, intervals.

If the network is linked to another, then its

dates will move when

the master network

reschedules.

Note: each activity within a network can be

assigned a different WBS

element if different from

the parent.


[ Network Activity Example

153

Activities within same Network can be linked to different WBS Multiple Network can be included within project


[ Network Activity Relationships

154

Network

Activity

Network

Order


[ Project Date Planning & Scheduling

155

Top Down or Bottom Up

Date Planning

Scheduled / Calculated Dates


[ Can Relate Across Network Orders and WBS

156

WBS Element

WBS Element


[ Gantt View of Plan

157

WBS Element

Network Activity


[ Rescheduling the project Have the option of

rescheduling network only,

networks and orders, or

just orders.

Pulls off the basic start date of the master network and

then reassigns basic and

scheduled start dates of all

orders.

Transaction gives warning messages for orders unable

to schedule and why.


[ PM Work Order to Project Assignment

159

Work Order to WBS

Work Order to Network

Activity

Work Order Additional Data Tab

WBS or Activity Dates

applied to Work Order


[ Linking maintenance orders to networks Once this link is made,

the order schedule and

basic dates will mirror

the networks activity

dates.

Additionally, the order will begin showing up in

PS networks as a

network object as well.

NOTE: Network assignment are made at

the order level and not

the operation level. It is

imperative that the

planning of the order

operations is sound

because moving individual

operations is not

possible.


[ PM Work Order to Project Assignment

161


[

162

PM Work Order to Project Assignment


[ Overview and reporting in PS Networks


[

164

Project Date and Work Planning Reports


[ More on Project Info Systems (CN41) Allows the user

to set up which

fields are

displayed and

how this may

look in a graphical

extract.


[ More on Project Info Systems (CN41)


[ More on Project Info Systems (CN41) -- Graphics Network Diagram

These charts show durations,

relationships, float

and critical path

(red) for the

networks


[ More on Project Info Systems (CN41) -- Graphics This is a

Gantt view

of the same

network

diagram.


[

169

Example Report Work & Schedule Data


[ Standard Exports MS Project

170


[

SAP Multi Resource Scheduling (MRS)


[ What is MRS? A Multi Resource Scheduling tool

View the status of resource planning

Assign suitable employees and tools to requirements (demands) from different areas

Transfer data to and from systems which manage personnel resources and tools


[ MRS Scenario Overview

Planning and Scheduling

Demands

Plant Maintenance Order/

Service Order

Project System

Network

cProjects Request WebUItechnically based on PS

Capacity Management

Graphical Planning Board(SAP GUI based)

Employee View(Web UI based)

Manager View(Web UI based)


[ Work Center / Resource Planning Structure (summary)

MRS support RP structure to identify an organization hierarchy pertinent to Resource Planning, or the standard Org Management Structure can be used.

Org Management transactions can link a MRS planner to parts of the structure and MRS transactions can be used to have the default work areas be identified in MRS.

MRS requires a linkage of a Work Center to one node in the RP structure via the HRMS linkage.

MRS planning board uses the PM Work Order Operations Work Center to identify what resource should be shown.

Capacity Data of work center is only used when scheduling on work center level is done (Scheduling in PM/CS and PS, and in the MRS Demand View). It is not taken into

account when scheduling is done on individual level. (MRS Resource View)

MRS can enforce a 1-to-1 relationship between the MRS assignments and the PM Order operations. Thus if multiple assignments are created for an operation, new operations will

be created during Back Integration.


[ Master Data for Qualifications: Overview

Qualification Matrices

Employee Profile

Requirements Profile

Qualification

Catalogues

Employee

Demand

Skill Level


[ Functional Overview

Work Center

Capacity

Alert Monitor

Demand Gantt

Work Center

Gantt


[ Functions in Demand Gantt chart

Flexible selection of relevant orders and networks in entry screen

E.g. usage of Order List (IW38)

Simultaneous planning of PM/CS orders and PS networks

Display of relationships between order operations (also across orders)

Graphical shifting of operation dates via Drag&Drop

Re-Scheduling of orders Simulation possible (only after pressing Save the data is written to

the data base)

Undo / Redo function

Dispatching of orders to Work Center Gantt chart


[ Details about work center dispatching

In the work center view a possibility is provided to drill down from

work center level to resource level. For this purpose the resources of

the work centers can be displayed with their assignments and

availabilities.

Via drag and drop the operations can be planned from work center

level to resource level.


[ Details about absolute Capacity Utilization


[ Scheduler Workplace


[ Terms

Demands

Resources

Organizational unit

Resource node

Position

Person

Resource planner

Capacitive scheduling


[ Demand

Order

Operation

Operation

Operation

Demand

Demand

Demand

MRS


[ Organizational Units with Positions

Plant

Machine Shop

Technical

Services

MillwrightsPipe Fitters

Note: Organizational Unit = Resource Node

Organization Unit


[

Pipefitter Millwright Machinist

Organization Unit

Position

Plant

Note: A Person is assigned to a Position

Machine Shop

Technical

Services

MillwrightsPipe Fitters

Organizational Units with Positions


[ Master Data

Resource planning structure: Human Resources (HR or BP record)

Resource availability data

Organizational unit/Work center

Resource planner

Qualifications, scales, qualification catalogs, and qualification matrixes

Employee and requirements profiles

Tools (as equipment or material)


[ HR to ERP Relationship

Organizational Unit

Organizational Unit

Organizational Unit

HR record/person

HR record/person

HR Work Center

HR Work Center

Work Center

(0005)

Work center of technician

Work Center

(ZMRS)

Work Center

(ZMRS)

HR Logistics

LinkA 061

LA

LinkA 008

P

Position

Resource Planner

Work center with resource planning

node

HRMS Link

LinkA 008

P

LinkA 061

LA

PPOME

PO10

PO10

PO10

PO13

PA30

PO01

IR02

IR01

Daily batch job

Daily batch job


[

Plant

Technical

Services

Organization Unit

Position

Maintenance Work Center

Person

John Wayne

4343

Mark Scott

4555

Technician Work Center

John Wayne

WC_4343

Mark Scott

WC_4555

Used when work

initially planned in

operation.

Written back to

operation when

Resource is

scheduled.

Technical

Services

Piperfitter

PiperfitterPIPE

Pipefitter1223

1223

Seen as

Resources

Kahn Ellis

Resource Planner

Another view of the relationships


[ Schedule to Work Center


[ Schedule to Resource


[ Demand layout


[ Resource layout


[ 1:1 assignment relationship versus no relationship

1:1 relationship:

Cause additional operation to be created per resource assigned

Assign technician work center representing resource to operation

No relationship:

Assign resource(s) to operation in Requirements Assignment tab

Cannot display assignments in List Edit


[

Vesta Plant Maintenance Excel Integration (PMX)


[ Standard product functionality

Data Flow:

Work order data

Updated Dates

Updated EmployeeAssignments

Sheet filled with Activities

Detailed Dispatching


[ IT Overview

The Vesta Integration is developed as a Microsoft Excel Add-In

It uses standard SAP BAPIs to interface with SAP

The add-on honors all SAP and Microsoft security mechanisms

MS ExcelV

esta

Inte

gra

tion

Ad

d-

on

SAPB

AP

Is

an

d R

FC

s


[

210

Key Learnings

Understand core SAP planning functions and tools

How to develop and manage a maintenance schedule in SAP

Use of and impact of dates

Codes to support the process

How to define and manage capacities

Assess, manage and prioritize work

Awareness of non core SAP PM options that can further enhance & support scheduling

Understanding of how PS can expand scheduling capability


[

] Thank you for participating.

SESSION CODE: 36245

Please remember to complete and return your

evaluation form following this session.

For ongoing education in this area of focus, visit www.asug.com.

2608 sap planning and scheduling workshop (1)

Documents

type of task list

task list overview task

task list turbine

real advantage

work group

work orderreal experience

work description

agenda planning