2607 SAP Planning and Scheduling Workshop PDF

Orange County Convention Center
Orlando, Florida | May 15-18, 2011
SAP Planning & Scheduling Workshop ]

Gus McIntosh
Ben Mansi
[ 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.
Real Experience. Real Advantage. 2

[ Agenda
Planning in SAP
Task Lists
BOM
Work Order Planning
Scheduling
Dates
Capacities
Capacity Evaluation
Planning Board
Project Systems
MRS
PMX
Real Experience. Real Advantage.

[ 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

Regular maintenance (PMs, PdMs, servicing & inspection)
Usage
Major maintenance Activities (planned repairs, Overhauls)
Work steps (operation)

Long text (Std Text) instructions
Contents Maintenance work centers
# Resources, Duration, Total Work
Material components (Stock / non-stock w/BOM)
Special Tools/drawings/equipment (PRTs)
Craft / Specialists / Qualifications / Contractors
To standardize work processes

Why? To plan maintenance orders more effectively
To create maintenance plans more quickly
Maintenance and Service Planners

Who?
Reliability Engineers

Task List Overview
Maintenance Plan
Work & Schedule
Order
Maintenance Item
Maintenance Item
Object List Item data Maintenance
Object List Planning data
Lists of: Task List data Strategy
Functional Location Maint. Plan data
Location/account
Equipment assign
Maintenance Task List
Tools Maintenance Task List

Operation Long Text
Services
Operation
Operation
Standard
Components Text
Operation
Operation
Labor Sub-Operation
Operation
Sub-Operation

[ Task List Overview - Use in work order
Leverage one or
more Task Lists
for planning work
orders
Equipment Task List
(Turbine 1000) (Turbine 1000)
Operation #1
Operation #2
Operation #3
Operation #1
Operation #2

[ 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
Object Dependencies
User Defined Fields

Control Key (Internal,
External, Services)
Classification

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

[ Task List Structure
Task List Overview
Header
TL Group w/multiple Work Center & System

Counters Condition are defaults
Alpha/numeric for TL Operations
Operation details Matl BOM populated

copied onto Work on Gen TL makes items
Order available
Operation Overview

[ Task List Structure Package Allocation Options
Only applicable if used in Strategy Plan
Defines applicably frequency per Task / Operation
This option has limited

view of package text.
This option has

better view of
package text but
more screens

[ Task List Structure Internal Processing
Internal Processing Detail
Resources provided
from internal Work
Centers
Work requirements
define resource
forecast when
associated with
Maintenance Plan

[ 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
From selected Operation

Use to
Setting of 1 results in
activate on
order setting:
Component Overview order
Standard(S)
BOM for
freely
assigned
parts

[ Task List Structure - Relationships
Finish to Finish
Finish to Start
Start to Finish
Start to Start
Operation Relationship

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 Lists - Supporting Maintenance Plans
Task Lists applied in same way to Strategy, Single
Cycle or Multiple Counter 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 - Supporting Reactive / One Time Work / Overhauls
Using existing Task List to plan Work
Order
Choose all or specific Operations
Choose all or specific Work Centers

[ Task Lists - Supporting Reactive / One Time Work / Overhauls
Using Task List to plan Work Order Or setup as Manual call

[ Operations & Sub operations
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
On Work Order can adjust start and Defined at superior Operation level
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

[ Procedures and Long Text
Apply Long text using standard

text key
Apply text directly to Operation
Cut / Paste
Upload

[ Planners and MRO Inventory and Purchasing
Components:
Stock material Equipment
(Pump)
Non-stock Material
Text Item
Document Bearing/Gasket
Coupling Impeller
Assembly
Bearing Gasket Misc. Hardware

[ Bill of Materials
US01 CHEMICAL SUPER PLANT Plant
Aromatics AROMATICS BPU
ACU - East AROMATICS CATALYTIC UNIT - EAST Unit
M1118 EXT. RDC COLUMN MIXER Equipment

Service
M6833 RDC MIXER
P1677 RAFFINATE BOOSTER
P4283 PARAFIN STRIPPER BOOT WATER
P9614 TOLUENE COLUMN REFLUX PUMP
10003857 P-9614 PUMP Equipment
BOM BILL OF MATERIALS FOR P-9614

BOM
123456 Pump Shaft
879444 1.020 X .0075 Bearing

[ Bill of Materials
Equipment BOM Example

[ Bill of Materials
Equipment Construction type
BOM BOM
Equipment Equipment Equipment Equipment
Construction
type
Mat 1 Mat 3
Mat 2 Mat 6
Mat 20
Mat 7
Mat 10
Mat 11

[ Bill of Materials Construction Type
Equipment BOM
BOM Items
Construction Type /
Material BOM

[ 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
[ Work Order Planning
Can establish default All Internal Labor planned with

calculation method: reference to an Activity Type
Calculate Work Holds Cost Rate
Calculate Duration Is used to calculate Plan and
Calculate Manually Actual labor cost
Manual planning of Operations

Similar structures / functions as for Task
List

Select from BOM or add manually

Material Requirement Date set by
Operations Start
Can adjust with Offset

Unplanned Service Requirement Planned Service

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

[ 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

[ 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
The Reservation by PM
is part of the
integration with
Production Planning at
the work center level.
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.

[ Operating Condition Where Used Order Header

[ Operating Condition Where Used
Order / 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
Used for process and backlog/fore log management, general information
Informational User Statuses

No numbering, Multiple active, Can be automatically set, Transaction
controls, Position controlled, Authorization controllable

[ User Statuses Sequentially Controlled
Used for process control and backlog/fore log management
Statuses can be:

Sequentially numbered and activated/deactivated,
Sequence control
Single activation
Authorization controllable
[ 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 Groups
Planner 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 Grp On Notification
Planner Grp On Order
Planner group maintained on floc or equipment will default

to notification or order unless user maintains personal
defaults.
[ Planning Indicator Good KPI but bad location
The 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
Important: Understood and agreed upon definition used consistently.
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

User Defined Fields

Available within
Planning Table

[ Default Settings on work order

[ Default Settings on work order

[ Materials Planning Release
By setting at Operation level to Immediately all

Reservations or Requisitions associated available Early Release of Material Requirements
for further processing puts in process without need to fully
Setting can also be made at Component level 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
Default value is configurable

[ List Edit Reports

[ Materials Availability
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

[ Availability Checking Control

[ Manage Planning Activities - List Edits
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

[ 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
Manage Maintain
Shifts &
Employees & Availability Execution
Schedules (HR) Process
Manage
Remaining
Work
Manage
Preventive Evaluate Manage
Work Center
Requirements Daily
& Predictive v Capacity
Capacity
Work
Process Assignment
Manage
Define Weekly Finalize Communicate
Work ready Prepare to
Schedule Weekly Weekly
to be Schedule
Schedule Schedule
Scheduled
Hold Planning
Work Planning
Meetings
Process

[ SAP Date Scheduling
Adopt a scheduling direction Forwards or Backwards
Duration and Work Center standard work times drive Work Order
schedule date calculation
WO Scheduled Scheduling Direction

Dates Basic
Op. 010 Op. 020 Op. 030 Op. 040
Start
Adjusted
4hrs 4hrs 6hrs 4hrs
Time Window for Work

Schedule Schedule
Work Order Start Finish
Basic Start
Work Order Operation
Date 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
Times constrained by Work Center operating time

[ 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
Select Orders and

assign Revision dates
Can apply direct on Work Order Header or

collectively through IW38 or IW37N

[ Manage Work Center Capacities
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 Work Center Capacity
Capacity values are not Capacity

Planner Group
stored in SAP
dynamically calculated Factory Employee HR SAP
Calendar Assignment
Viewed in reference to a HR
Factory Calendar Versions

Standard
Available Intervals of
Capacity Available
Capacity
3 aspects can be taken into account:

Standard Capacity
Intervals & Shifts
Versions

[ 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 assigning
Shifts
Required if executing
finite scheduling

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:
Operating Time = Calculated Work Time * Utilization
10 hrs, No Breaks = 10
(10 * 1.0) * 2 = 20
10 hrs, 1 hr Breaks = 9
(9 * 1.0) * 3 = 27
(9 * 0.9) * 3 = 24.3
(9 * 1.2) * 3 = 32.4

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.

Monday 21st Holiday per ----- 7 Day Cycle ---------

Factory Calendar
- 5 Day Interval--

To add an interval
1 (default) or 7 days are applicable cycles
Although 7
day cycle only
first 5 days
applicable to
Interval.

Monday 21st Holiday ----- 7 Day Cycle ---------

over ridden by Interval
- 5 Day Interval--


Can reference and apply shifts defined within HR

Can apply shift sequence and define capacity by shift

[ Capacity Versions
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.

[ 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
HR assignment

[ Employee Assignment & Capacity Calculation

[ Employee Assignment and Capacity Calculation
Capacity leveling reflects HR Schedule of employees
Work Center
Capacity is ignored

[ Capacity Evaluation
Easy to configure reporting

function to further support
scheduling process

Work Center
Work Center
Standard Overview
Change Work Order
Output to Printer
Export to Excel

Can branch to Capacity
Planning Table &
Work Center Dispatch work (Prepare
Work Center Schedule) Changes
Change Capacity update reports
Detailed Capacity List
Dispatch Work
Change Work Order
Capacity & Work Order changes

dynamically update reports
Capacity Planning Table

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 Standard Overview
The Standard Overview report
comparison of requirements
compared to available
capacity
Can adjust profile settings on
the fly

Differing intervals to be
evaluated
Time period definition
Applied Capacity Version
Can filter display based on
loading

Graphic views
available

[ Capacity Evaluation Detailed List
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.

[ Work Orders - Ready to Schedule?

[ List Edit - Used to manage backlog
Establish layouts to sort by Criticality, Priority, Use Revision functionality

Order Type, Basic dates, etc. Collective assignment & update of Basic Dates
System & User Status to select and identify Direct Access to Material Availability report for
readiness for scheduling selected Order / Operations
Drill down to adjust Work Order plan and
status data

[ 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 Check Materials Availability

Manage dates / apply Revisions Publish Weekly Schedule
Monitor execution status

[ Order & Operation List Schedule Overview
Schedule Overview (Gantt)

[ Order & Operation List Materials Availability
Materials Availability Report

[ 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
requireme
nts data.

[ Time Profile Settings
Todays date = 1/24/2008
Backlog
Orders show
yesterday
Backlog Orders
show today

[ Tabular Planning Table Overview
Capacity details available / scheduled
Work List details

Configure layout, selection rules, time periods of
table to meet specific company needs and
scheduling timeframes
Can Maintain Capacity and Order details
directly from table
View work requirements by period Define weekly schedule by assigning

(Dispatching) work
Adjust dates within table to balance
resources with work requirements

[ Tabular Planning Table Views
For weekly schedule recommend daily view
Weekly or Monthly views can be used for longer term planning /
scheduling
Week
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

[ Tabular Planning Table Pooled Requirements
MECH
A new operation Period 12/11/07 12/12/07 12/13/07

first appears on Daily Capacity
of
Avail.Cap 24 Hrs 24 Hrs 24 Hrs
Capacity Planning Work Center Dispatched 6 Hrs 12 Hrs 0 Hrs

Pool/Rqmts 18 Hrs 8 Hrs 4 Hrs
Table as a Pooled
Capacity
Total Reqts # P A OT S Start Time Order Op Op text FL
Requirement.
The scheduled Capacity
6 Hrs 1 PM03 0 01/22/2008 07:00 816542 0010 Op 1
12 Hrs 1 PM03 0 01/22/2008 07:00 816542 0020 Op 2

date of the Requirements
from Work 8 Hrs 1 PM03 0 01/22/2008 07:00 816542 0030 Op 3
operation is from Order

Operations
4 Hrs 1 PM03 0 01/22/2008 07:00 816542 0040 Op 4
Order Planning Table
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

[ Tabular Planning Table Pooled Requirements
Daily Capacity
of
Work Center
8
Initial system distribution of hours
1 based on Operation dates
45 Work Hours planned for 8/27
Capacity
8 Requirements
5 from Work
Order
8 Operations
4
2
8 Selected Work Requirements mapped

1
to defined Work Center capacity
45
based on Operation Dates

[ Tabular Planning Table Schedule Process (Dispatch)
MECH
Operation Period 12/11/07 12/12/07 12/13/07

Dispatched
Start & Finish
Operation Avail.Cap 24 Hrs 24 Hrs 24 Hrs
Dates
Dispatched 24 Hrs 20 Hrs 4 Hrs
Pool/Rqmts 0 Hrs 0 Hrs 0 Hrs
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 DSPT

12 Hrs 1 PM03 0 01/22/2008 07:00 816542 0020 Op 2 DSPT
8 Hrs 1 PM03 0 01/22/2008 07:00 816542 0030 Op 3 DSPT
4 Hrs 1 PM03 0 01/22/2008 07:00 816542 0040 Op 4 DSPT
Planning Table

Select Order Operations
and click button
Status of DSPT applied

Pool requirements
committed and become
Scheduled.

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






[ Publish the Schedule
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
# of # of
Planner Work Scheduled Compliant %
Year Week Plant Grp Center Orders Orders Compliant
2007 02 ABCD PG1 A 3 2 67%
2007 02 ABCD PG1 B 2 1 50%
Sum
PG1 5 3 60%

[ Schedule Compliance Report
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

[
SAP Project System (PS)

Use of SAP Project Systems
[ SAP Project System (PS)
Can enhance scheduling capability through use of PS Planning board
Project environment - Shutdowns / Turnarounds

[ PS and PM Overview PS
Project Definition PROJECT
WBS Structure
Network Activity
PM
PM Orders

[ PS and PM Overview PS
WBS Structure
Network Activity

[ Project Coding Mask
Level 1
Level 3 Level 2
Good practice to design / adopt coding mask(s) to ensure

consistent numbering / identification of WBS Elements
Capital or Expense
Budget / Organizational Responsibility
Phase, Stage, Event
Major Resource Area
145
[ Project Definition Example
Framework / defaults for

all objects in project
-Organizational
-Overall Dates
-Control settings
146
[ 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
[ Project Copying
149
[ Plan and Schedule Dates PS
WBS Structure
Plan Dates
S F
Network Activity F
Plan Milestones
PM
S
PM Orders

[ 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
Activities within same Network can be linked to different WBS

Multiple Network can be included within project
153
[ Network Activity Relationships
Network
Network
Order
Activity
154
[ Project Date Planning & Scheduling Top Down or Bottom Up
Date Planning
Scheduled / Calculated Dates
155
[ Can Relate Across Network Orders and WBS
WBS Element
WBS Element
156
[ Gantt View of Plan
WBS Element
Network Activity
157
[ 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
Work Order Additional Data Tab
Work Order to WBS
Work Order to Network

Activity
WBS or Activity Dates

applied to Work Order
159
[ 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.

161
162
[ Overview and reporting in PS Networks

[ Project Date and Work Planning Reports
164
[ 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.

[ Example Report Work & Schedule Data
169
[ 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
Demands
Plant Maintenance Order/ Project System cProjects Request WebUI

technically based on PS
Service Order Network
Planning and Scheduling
Manager View
(Web UI based)
Capacity Management
Employee View
Graphical Planning Board (Web UI based)
(SAP GUI 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
Demand
Qualification Matrices
Employee
Qualification
Catalogues
Requirements Profile
Employee Profile
Skill Level

[ Functional Overview
Demand Gantt
Work Center
Gantt
Work Center
Capacity
Alert Monitor

[ 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
MRS
Operation Demand
Operation Demand
Operation Demand

[ Organizational Units with Positions
Organization
Unit
Plant
Technical
Services
Pipe Fitters Millwrights Machine Shop
Note: Organizational Unit = Resource Node

[ Organizational Units with Positions
Organization
Unit Position
Plant
Technical
Services
Pipe Fitters Millwrights Machine Shop
Pipefitter Millwright Machinist
Note: A Person is assigned to a Position

[ 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
HR Logistics
Daily batch job
PO10 IR02
Organizational HRMS Link Work
Unit Center
(0005)
PO10 Work center with

Organizational PPOME
Resource resource planning
Unit Planner
node
PO13
Work center of
Position PO01
technician IR01
Link
A 008
PA30 P HR Work Link Work
A 061
HR record/person Center LA
Center
(ZMRS)
Daily batch job
HR record/person
HR Work Link Work
A 061
Link Center LA
Center
(ZMRS)
PO10 A 008
Organizational P
Unit

[ Another view of the relationships
Organization
Unit
Plant Maintenance
Work Center
Resource Position
Planner
Technical Technician
Services Work Center
Person
Technical
Services
Kahn Ellis
Piperfitter
1223
Used when work PIPE

Pipefitter Piperfitter
initially planned in 1223
operation. Seen as
Resources
WC_4343 4343
John Wayne John Wayne

Written back to
operation when
WC_4555 4555
Resource is
scheduled. Mark Scott Mark Scott

[ 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:
Sheet filled
Work order data
with Activities
Updated Dates
Detailed
Updated Employee
Assignments 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
SAP MS Excel
Vesta Integration Add-

BAPIs and RFCs
on

[ 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
Real Experience. Real Advantage. 210

[
Thank you for participating.

Please remember to complete and return your
evaluation form following this session.
For ongoing education in this area of focus, visit www.asug.com.
SESSION CODE: 36245

]

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Orange County Convention Center

Orlando, Florida | May 15-18, 2011

SAP Planning & Scheduling Workshop ]

Real Experience. Real Advantage. 2

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Work steps (operation)

To standardize work processes

Maintenance and Service Planners

Real Experience. Real Advantage.

Maintenance Task List

Tools Maintenance Task List

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Task List Header

Example of FL Task List

Task List Header

Standard / Long Text

User Defined Fields

Real Experience. Real Advantage.

General settings typically common

Internal processing settings typically

External processing (operation

Header data settings common across

Real Experience. Real Advantage.

TL Group w/multiple Work Center & System

Operation details Matl BOM populated

Real Experience. Real Advantage.

This option has limited

This option has

Real Experience. Real Advantage.

Internal Processing Detail

Real Experience. Real Advantage.

Assemblies are useful

Non-stock assignment Only

Real Experience. Real Advantage.

From selected Operation

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Network graphic is easiest way to maintain relations

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Strategy Plans must

Real Experience. Real Advantage.

Choose all or specific Operations

Choose all or specific Work Centers

Real Experience. Real Advantage.

Real Experience. Real Advantage.

Enter confirmations at sub operation

Real Experience. Real Advantage.

Apply Long text using standard

Real Experience. Real Advantage.

Bearing Gasket Misc. Hardware

Real Experience. Real Advantage.

Aromatics AROMATICS BPU

ACU - East AROMATICS CATALYTIC UNIT - EAST Unit

M1118 EXT. RDC COLUMN MIXER Equipment

P1677 RAFFINATE BOOSTER

P4283 PARAFIN STRIPPER BOOT WATER

P9614 TOLUENE COLUMN REFLUX PUMP