MAXIMO Project Manager User's Guide

[Pages:68]MAXIMO Project Manager

User's Guide Release 5.2 November 2003

This document and its publication do not constitute or create a contract. MRO Software, Inc. makes no warranties, express or implied, as to the accuracy or completeness of this document or with respect to the related software.

? 2003 MRO Software, Inc. All rights reserved. This document contains confidential and trade secret information of MRO Software, Inc. Use, transfer, disclosure, or copying without MRO Software, Inc.'s express written permission is strictly forbidden.

Patents: United States Patent Nos. 6,324,522 B2, 6,519,588 B1, and Aust. Pat. No. 758001. Multiple foreign patents pending.

Restricted Rights: Use, duplication, and disclosure by the Government is subject to restrictions as set forth in subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.2277013 (OCT 1988).

Trademarks: MAXIMO?, Struxure?, MAXIMO? EnterpriseTM, MAXIMO? Extended EnterpriseTM, MAXIMO? MainControl? for Integrated SupplyTM, MAXIMO? SchedulerTM, MAXIMO? WorkflowTM, MAXIMO? AnalyzerTM, MAXIMO? BuyerTM, MAXIMO? Transportation ManagerTM, Mobile MAXIMO?, MAXIMO? Mobile AuditorTM, MAXIMO? Mobile Inventory ManagerTM, MAXIMO? Mobile Work ManagerTM, MRO Online Commerce ServicesSM, MRO Software Operations CenterSM, MAXIMO? Integration AdapterTM, Illustrated Parts CatalogTM, Standard Modifier DictionaryTM, and AutoconTM are registered trademarks or trademarks of MRO Software, Inc.

Other products and brand names are trademarks or registered trademarks of their respective companies.

IBM? and WebSphere? are registered trademarks of IBM Corporation. WebLogic? is a registered trademark of BEA Systems, Inc. Broadvision? and related marks are registered trademarks or trademarks of Broadvision, Inc. webMethods? is a registered trademark of webMethods, Inc. SnowboundTM and RasterMasterTM are trademarks of Snowbound Software Corporation. Syclo? is a registered trademark of Syclo, LLC. Taxware? is a registered trademark, and VERAZIPTM is a trademark of Taxware International, Inc.

Third-Party Technology: Certain MRO Software, Inc., products contain technology provided under license from third parties, as noted in the following table:

MRO Software Products

MAXIMO

All Products

MAXIMO Workflow Illustrated Parts Catalog Online Commerce Services

Third-Party Information

Portions ? 1995-2000 Actuate Corporation. Portions ? 1999-2001 BEA Systems, Inc. BEA WebLogic? ServerTM provided by BEA Systems, Inc. Portions ? 1994-2002 IBM Corporation. IBM? WebSphere? provided by IBM Corporation.

Portions ? 1995-2000 BroadVision, Inc. BroadVision Business Commerce, BroadVision One-to-One Enterprise, BroadVision One-to-One Publishing, BroadVision Tools provided by BroadVision, Inc. Portions ? 2000 webMethods, Inc. Portions ? 2002-2003 Syclo, LLC. webMethods IS, webMethods Developer, and webMethods Integration Server provided by webMethods, Inc.

Portions ? 1998, 1999 NETRONIC Software GmbH.

Portions ? 1993-2002 Snowbound Software Corporation. RasterMasterTM Raster imaging technology provided by Snowbound Software Corporation. Portions ? 1989-1998 Cimmetry Systems, Inc.

Portions ? Taxware International, Inc. Taxware? VERAZIPTM Sales/User, STEP provided by Taxware International, Inc.

Contents

About this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Who Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . v How to Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v Notation Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vi Related Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vi Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .vi

Chapter 1: MAXIMO Project Manager Overview . . . . . . . . . . . . . . . . 1 Using MAXIMO Data In Microsoft Project . . . . . . . . . . . . . . . . . . . . . . 1 Process Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Creating a Project in Microsoft Project Using MAXIMO Data . . . 2 Using the MAXIMO Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Select Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Select Work Orders Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 8 Advanced Options for Work Orders Dialog Box . . . . . . . . . . . . . . . 9 Advanced Options for Work Orders Dialog Box. . . . . . . . . . . 10 Preview Dialog Boxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Differences in MAXIMO and MAXIMO Project Manager Query Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12 Preview Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 Update Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14 Save WO Schedule to MAXIMO . . . . . . . . . . . . . . . . . . . . . . . . . . 15 Select PMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16 Select PMs Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Advanced Options for PMs Dialog Box . . . . . . . . . . . . . . . . . . . . . 20 Advanced Options for PMs Dialog Box. . . . . . . . . . . . . . . . . . 20

Chapter 2: MAXIMO Project Manager Scenarios. . . . . . . . . . . . . . . 21 Planning Work for a Shut-down Period . . . . . . . . . . . . . . . . . . . . . . . 21 Planning a Shut Down at a Specific Location . . . . . . . . . . . . . . . 21 Planning a Shut Down by Using Customized MAXIMO Fields . 25 Evaluating Schedule Dates of the Shut-down Project . . . . . . . . . . . . 27 Scheduling a Work Order Backlog . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Holding the Schedule Dates from Session to Session. . . . . . . . . . . . . 29 Creating a Preventive Maintenance Workload Forecast . . . . . . . . . . 30 Creating a Resource Leveled Total Workload Schedule. . . . . . . . . . . 32

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Contents

Chapter 3: MAXIMO and Microsoft Project Integration Points . . 33 Default Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Work Order Field Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Child Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 PM Field Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Crafts and Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Crafts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37 Scheduling Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Saved Schedule Date Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Progress Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Progress Field Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Progress Logic Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Optimizing MAXIMO Project Manager's Performance . . . . . . . . . . . 43 Recommendations for Improving Processing Time . . . . . . . . . . . 44 Use High-end Computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Create Reasonable Size Queries . . . . . . . . . . . . . . . . . . . . . . . 44 Run Analyze Tables Procedure . . . . . . . . . . . . . . . . . . . . . . . . 44 Add Indexes and Update Database Statistics . . . . . . . . . . . . 45

Appendix: Customizing MAXIMO Project Manager . . . . . . . . . . . . 47 MaximoProject.ini File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47 MaximoProject.ini File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48 Saving Login Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 [system] section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Mapping Columns for Data Transfer from MAXIMO to Microsoft Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 [wofieldmap] section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 [pmfieldmap] section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Transferring Data from Microsoft Project to MAXIMO. . . . . . . . 55 [woupdate] section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

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About This Guide

This guide provides information about using MAXIMOTM Project Manager to exchange information between Microsoft? Project and MAXIMO. It explains how MAXIMO Project Manager enhances Microsoft Project.

This guide does not explain how to use Microsoft Project, or how to use MAXIMO. It assumes that MAXIMO Project Manager users are already familiar with these products.

Who Should Read This Guide?

The MAXIMO Project Manager User's Guide is for planners, forecasters, and other managers who want to use Microsoft Project to work with business data from the MAXIMO database.

How to Use This Guide

MAXIMO Project Manager contains Help that provides detailed instructions on using the application. Use this guide together with Help to help you master this application.

This guide contains the following chapters:

Chapter

Chapter 1: MAXIMO Project Manager Overview

Chapter 2: MAXIMO Project Manager Scenarios

Chapter 3: MAXIMO and Microsoft Project Integration

Description

Provides an overview of the design and use of MAXIMO Project Manager

Describes business application scenarios

Describes the mapping between MAXIMO database tables and Microsoft Project fields, and provides tips for optimizing MAXIMO Project Manager's performance

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Chapter

Appendix: Customizing MAXIMO Project Manager

Description

Provides a sample of the MaximoProject.ini file and describes how to customize the application by modifying the file

Notation Conventions

This guide uses the following typographical conventions:

Notation Bold text

italics NOTE

Description

Denotes the following:

dialog boxes field names buttons

denote titles of other documents emphasis

Precedes information of special importance

Related Documentation

Support

Your documentation set includes this guide and the MAXIMO Project Manager Installation Guide, which provides information on your system requirements, preparations for a successful

installation, and installation instructions.

MRO Software, Inc. users with a valid Annual Customer Support Plan (ACSP) can obtain online product support at .

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Chapter 1: MAXIMO Project Manager Overview

MAXIMO Project Manager appends a MAXIMO menu to the Microsoft Project menu bar, providing a way to map work order and PM data from the MAXIMO database to Microsoft Project.

MAXIMO Menu

o

The added functionality lets you filter work order, PM, and calendar data from a MAXIMO database. After you filter the MAXIMO data, you can perform project planning tasks with the MAXIMO work orders and save schedule data back to existing work orders in the MAXIMO database.

Using MAXIMO Data In Microsoft Project

The following section details the steps required to transfer work order or PM data from a MAXIMO database into Microsoft Project. Detailed instructions on using MAXIMO data in Microsoft Project follow this section.

For examples of work flows using MAXIMO Project Manager, see Chapter 2, "MAXIMO Project Manager Scenarios."

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Using MAXIMO Data In Microsoft Project

Process Overview

The following steps provide a high-level overview of how to create a project in Microsoft Project using MAXIMO data:

1. Create and save a MAXIMO query.

2. Create a new project in Microsoft Project.

3. Log in to MAXIMO from Microsoft Project.

4. Select a Work Order or PM query.

5. Modify the project.

6. If you selected a work order query, return schedule data to the MAXIMO database.

The following section describes this process in more detail.

Creating a Project in Microsoft Project Using MAXIMO Data

To create a project in Microsoft Project using MAXIMO data, complete the following steps:

1. Create and Save a MAXIMO Query

To create and save a MAXIMO query, complete the following steps:

1. Open MAXIMO.

2. From the Work Order Tracking or PM application, create and save a query for your project.

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