Maximo Scheduler and

Maximo Scheduler Plus

Overview
DISCLAIMER

IBM’s statements regarding its plans, directions, and intent are subject to
change or withdrawal without notice at IBM’s sole discretion. Information
regarding potential future products is intended to outline our general product
direction and it should not be relied on in making a purchasing decision.
The information mentioned regarding potential future products is not a
commitment, promise, or legal obligation to deliver any material, code or
functionality. Information about potential future products may not be
incorporated into any contract. The development, release, and timing of any
future features or functionality described for our products remains at our sole
discretion.

© Copyright IBM Corporation 2017. All rights reserved.

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Scheduler – work management tool embedded in Maximo
DOC Server
•• Optional:
Optional: clients
clients may
may choose
choose
not
not to
to use
use the
the optimization
optimization
capability
capability and
and can
can skip
skip the
the
iLog Required only for DOC
DOC installation during the
installation during the
DOC Optimization install
install process
process

Scheduler
Scheduler 7.6.5
7.6.5
•• Add-on
Add-on product
product to
to
Maximo
Maximo EAM,
EAM, code
code
embedded
embedded inin core
core
Maximo
Maximo Scheduler
Scheduler Maximo
Maximo therefore aa single
therefore single
install
install
•• Requires
Requires aa separate
separate
license
license purchase
purchase
•• Includes
Includes integration
integration
adapter
adapter and
and optimization
optimization
engine
engine and
and models
Maximo Asset Management models

Maximo
Maximo
•• 7.6.0.8
7.6.0.8 fix
fix pack
pack level
level
3
Roles We Cater To With Maximo Scheduler

• Receives assignments,
optimized routes and directions
• Reports on progress and work
• Assign scheduled work completion
• Monitor and assign Technician
emergencies
• Build daily crews
• View and adjust crew work Floor
in the field Supervisor/ • Model work steps in
Dispatcher Planner
Job Plans and Routes
• Define PM frequencies
• Forecast long term
work and cost
• Use historical data to
adjust the plan
• Assign WOs of a mobile
asset to a facility
• Assign work within the
repair facility Repair • Create rolling work schedule
Facility Scheduler • Resource level
Manager • Schedule windows
• CPM
• Monitor schedule compliance
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Role Based Applications in Maximo Scheduler

Application Roles

Graphical Scheduling Planners and Schedulers

Graphical Assignment Supervisors and Dispatchers

Graphical Assignment - Repair Facility Repair Facility Managers

Graphical Crew Management Supervisors

Everyplace Mobile Templates Supervisors and Field Technicians

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Scheduler Plus
Offers the following in addition to Maximo Scheduler

Managing large projects

• Model complex work order network dependencies
• Highlight critical path, % complete

Appointment booking
• Make customer appointments within a schedule window
• Customer notifications – cancel / reschedule

Dynamic dispatching
• Auto refresh, re-optimization based on real-time progress
• Incorporate real-time traffic conditions

Weather integration
• Incorporate weather data into planning/scheduling and dispatching
• Weather alerts / notifications

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Scheduler Plus – embedded in Maximo

•• End-to-end
End-to-end work
work
management
management solution
solution built
built
on Maximo Scheduler
on Maximo Scheduler
iLog Required only for
DOC Optimization
•• Code
Code embedded
embedded in
in core
core
Maximo
Maximo therefore
therefore aa single
single
install
install
7.6.6
•• Available
Available On-prem
On-prem and
and via
via
SaaS
Maximo
Maximo Scheduler
Scheduler Plus
Plus 7.6.6
7.6.6 SaaS

(includes
(includes Maximo
Maximo Scheduler)
Scheduler)
•• Requires
Requires aa separate
separate
license
license purchase
purchase (license
(license
includes
includes Maximo
Maximo
Scheduler
Scheduler functionality)
functionality)
Maximo Asset Management
7.6.0.8 •• Includes
Includes the
the optimization
optimization
models
models

7.6.0.8 7
Role Based Applications
Scheduler Plus further enhances the Scheduler applications as well
as offers two new applications

Application Roles

Graphical Scheduling^ Planners and Schedulers

Graphical Assignment^ Supervisors and Dispatchers

Graphical Assignment - Repair Facility Repair Facility Managers

Graphical Crew Management Supervisors

Everyplace Mobile Templates Supervisors and Field Technicians

Graphical Appointment Book Customer Service Representatives

Graphical Scheduling – Large Projects* Planners and Schedulers

^enhanced by Scheduler Plus; *available starting with Scheduler Plus 7.6.5; available with Scheduler Plus
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 7.6 highlights

Pedigree

Scheduler 7.6.5
Scheduler 7.6.3 • Planning buckets
• Complete Java Applet • Optimization
replacement with performance and
new technology enhancements
Scheduler 7.6.1 • RFEs/Usability
Scheduler 7.5.2 • New technology
• Optimization • Repair Facility Mgmt Scheduler Plus 7.6.6
Scheduler 7.6.4
• Scenario Management • • Weather Alerts
PM Costing • Excel Export
• Compliance Dashboards • Usability • • Notifications for Alerts
Scheduler 7.5.1 WO Synonym colors
• Graphical Crew Mgmt • and Appointments
• Graphical Assignment PM Start Time
Scheduler 7.6.2 • Project Scheduling –
• Dispatching
Maximo Scheduler • Graphical Scheduling Scheduler Plus 7.6.4 GS-Large Project, CPM
• Schedule Compliance
7.1.1 Asset/Location types • Weather Forecast backward pass and
• Crews
• PM Forecasts • Mult-tenancy support • Appointment Booking filter, % complete
• Everyplace templates
• Gantt usability • Project Scheduling – • Dynamic Dispatching
• Other Resource
Maximo Scheduler 7.1 Availability dependencies
• Work and between anything
Resources in Gantt
• View Labor Load &
Availability
• Critical Path
Method

2009 2010 2012 2013 2015 2016 2017 May

Roadmap Scheduler Plus Scheduler

Project Scheduling (Phase 4)

Weather - Management reports
- Alert notifications (SMS) - Estimate Time to Completion
Project Scheduling (Phase 3) Dynamic Dispatching (Phase 2)
- Schedule dashboard - Real-time traffic
Appointment Booking (Phase 3) Optimization
- SMS notifications - Performance, Large project optimization (buckets), Traffic
Weather
- Add map to Weather Alerts Admin
Appointment Booking (Phase 4)
Usability - Resource dependent windows
- Graphical Assignment – work filtering to the Assignment
view, Highlighting related assignments, Show dependencies
between selected assignments, Show all dependencies in
assignment view Graphical Resource View
- Variable Alternate Availability - Availability heat map w/ shift totals and bulk edit
- Configurable mouse-over and tool tips UX Enhancements
Optimization - Gantt chart record grouping
- GS – Modified Availability - WO/task creation from the Gantt
- GS – Alternate Availability - Inline editing
- GA – Multiple Work Zones - Saved and conditional layout
- Performance - Schedule Data Integrity Tool
Performance Enhancements Compliance
- Project flag to not load related or non-persistent fields - Add details to tabs/graphs
- Improved SQL Optimization
- Select one or more rows for refresh - GS: Spatial
- Code profiling (clean up from Applet version) Publish to 3rd party calendars

Release 7.6.x Release 7.6.x

4Q 2017 2018
The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for
informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or
10
functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion.   .
The DRAX Rainbow Chart

^enhanced by Scheduler Plus; *available starting with Scheduler Plus 7.6.5; available with Scheduler Plus
only 11
Content for Release 7.6.x Scheduler Plus Scheduler

Weather
- Alert notifications (SMS)
Project Scheduling (Phase 3)
- Schedule dashboard
Appointment Booking (Phase 3)
- SMS notifications

Usability
- Graphical Assignment – work filtering to the Assignment view, Highlighting related
assignments, Show dependencies between selected assignments, Show all dependencies in
assignment view
- Variable Alternate Availability
- Configurable mouse-over and tool tips
Optimization
- GS – Modified Availability
- GS – Alternate Availability
- GA – Multiple Work Zones
- Performance
Performance Enhancements
- Project flag to not load related or non-persistent fields
- Improved SQL
- Select one or more rows for refresh
- Code profiling (clean up from Applet version)

The information on the new product is intended to outline our general product direction and it should not be relied on in making a purchasing decision. The information on the new product is for
informational purposes only and may not be incorporated into any contract. The information on the new product is not a commitment, promise, or legal obligation to deliver any material, code or
12
functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion.   .
Scheduler Plus SMS Text Messages
Option for text communication in addition to email

Appointment Confirmations Weather Alerts

• Initial confirmation of appointment • Type of Alert and its time frame
• Reschedule • Work Orders associated to you that are effected
• Assignment of technician with time
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Scheduler Plus – Schedule Dashboard

How are my projects doing?

• Totals of all the Schedules the user has access to view
• Cron to run calculations in off
• Quick Filter and Column Filtering
• Print
• Download to Excel
• User selected columns to display
Scheduler – Graphical Assignment usability

Select only work records by holding Ctrl key

when boxing with the mouse

or select only Assignments using Alt key,

right click and assign all to one labor

Enable/Disable Filtering from the Work

View

On Select display other work dependencies

- color all tasks in same WO
- draw lines to show constraints

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Scheduler – Graphical Assignment usability - continued
Work View moved before Assignment View

Select value list provided for

column filtering

Ability to Filter to Selected work or assignment records

Toggle Tiled Mode returned from 7.5 version

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Scheduler – Variable Alternate Availability
Don’t have labor, crews and tools in Maximo? Use Alternate Availability to schedule work
Note we now allow decimal values for partial days

Adding an extra Mechanic for 2 days?

Duplicate any default craft/shift and provide the

dates you will have a different number of labor.
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Scheduler – Configurable Tool Tips
Would you like to adjust the values shown
in one of the 12 tool tips within the
Scheduler applications?

Your Administrator can adjust the values,

preview before saving, even reset to the
default values.
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Scheduler – Show to Level

System property sets the number of levels you want to see

It is your best estimate of
how many levels users
will typically have, and
want to expand to

Select a level and

immediately expand
to it

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Scheduler – New Optimization constraints
Graphical Scheduling Graphical Assignment
Resource Leveling and Capacity Planning applies Labor Assignments and Spatial Assignments now
various resource availability applies various resource availability
• Modified Availability of Labor for vacations and extra • Allow secondary work zone assignments
time • Allow Secondary Craft Assignments
• Alternate Availability • Limit to the number of solutions we resolve to

Performance Improvements Spatial Assignments only

• Resolution Mins removed – now automatically • Work Zones now optional
calculated
• Limit to the number of solutions we resolve to

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Scheduler – Performance Enhancements
Graphical Scheduling - User controlled performance options

Ability to not bring in related work order records

Refreshing single records

Ability to minimize the resource section

Various improvements to SQL and indexes 21

Scheduler – Performance Enhancements
Graphical Assignment

User actions that now refresh only a single row instead of refreshing the full
graphical view

Right click actions on the resources

• Modified Availability
• Assign To
• Assign Available Labor
Right click actions on the assignment bar
• Split Work According to Shifts
• Split Work
• Split Work into Three Records
• Merge Split Assignments
• Available labor
• Create Assignment
• Add/View Notes

Various improvements to SQL and indexes

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Scheduler – Q&A
We are just getting started using Scheduler and have had a request from our users to be
able to show the day of the week on the Gantt chart.  Is there a way to do this?
 

My question is on Graphical Assignment Why did they remove the split screen Gantt View
and replace it with the Assignment View and Work View Tabs. The user now has to jump
between tabs to see the trades whiles before they could see everything on the one tab.

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Resources

Wiki: https://www.ibm.com/developerworks/community/wikis/home?lang=en#!/wiki/IBM%20Maximo%20Asset%20Management/page/Maximo%20Scheduler

Or simply google search for “Maximo Scheduler” to find the wiki

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Questions

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