MAXIMO Project Manager User's Guide
MAXIMOProject ManagerUser’s GuideRelease 5.2November 2003
This document and its publication do not constitute or create a contract. MRO Software, Inc. makes nowarranties, express or implied, as to the accuracy or completeness of this document or with respect to therelated software. 2003 MRO Software, Inc. All rights reserved. This document contains confidential and trade secretinformation of MRO Software, Inc. Use, transfer, disclosure, or copying without MRO Software, Inc.’s expresswritten permission is strictly forbidden.Patents: United States Patent Nos. 6,324,522 B2, 6,519,588 B1, and Aust. Pat. No. 758001. Multiple foreignpatents pending.Restricted Rights: Use, duplication, and disclosure by the Government is subject to restrictions as set forthin subparagraph (c)(1)(ii) of the Rights in Technical Data and Computer Software clause at DFARS 252.2277013 (OCT 1988).Trademarks: MAXIMO , Struxure , MAXIMO Enterprise , MAXIMO Extended Enterprise ,MAXIMO MainControl for Integrated Supply , MAXIMO Scheduler , MAXIMO Workflow ,MAXIMO Analyzer , MAXIMO Buyer , MAXIMO Transportation Manager , Mobile MAXIMO ,MAXIMO Mobile Auditor , MAXIMO Mobile Inventory Manager , MAXIMO Mobile Work Manager ,MRO Online Commerce ServicesSM, MRO Software Operations CenterSM, MAXIMO Integration Adapter ,Illustrated Parts Catalog , Standard Modifier Dictionary , and Autocon are registered trademarks ortrademarks 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 ofBEA Systems, Inc. Broadvision and related marks are registered trademarks or trademarks of Broadvision,Inc. webMethods is a registered trademark of webMethods, Inc. Snowbound and RasterMaster aretrademarks of Snowbound Software Corporation. Syclo is a registered trademark of Syclo, LLC. Taxware is aregistered trademark, and VERAZIP is a trademark of Taxware International, Inc.Third-Party Technology: Certain MRO Software, Inc., products contain technology provided under licensefrom third parties, as noted in the following table:MRO Software ProductsThird-Party InformationMAXIMOPortions 1995-2000 Actuate Corporation. Portions 1999-2001 BEASystems, Inc. BEA WebLogic Server provided by BEA Systems, Inc.Portions 1994-2002 IBM Corporation. IBM WebSphere provided by IBMCorporation.All ProductsPortions 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.MAXIMO WorkflowPortions 1998, 1999 NETRONIC Software GmbH.Illustrated Parts CatalogPortions 1993-2002 Snowbound Software Corporation. RasterMaster Raster imaging technology provided by Snowbound Software Corporation.Portions 1989-1998 Cimmetry Systems, Inc.Online Commerce ServicesPortions Taxware International, Inc. Taxware VERAZIP Sales/User,STEP provided by Taxware International, Inc.
ContentsAbout this Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vWho Should Read This Guide? . . . . . . . . . . . . . . . . . . . . . . . . . . . . vHow to Use This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vNotation Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viRelated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viSupport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .viChapter 1: MAXIMO Project Manager Overview . . . . . . . . . . . . . . . . 1Using MAXIMO Data In Microsoft Project . . . . . . . . . . . . . . . . . . . . . . 1Process Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2Creating a Project in Microsoft Project Using MAXIMO Data . . . 2Using the MAXIMO Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Select Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7Select Work Orders Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . 8Advanced Options for Work Orders Dialog Box . . . . . . . . . . . . . . . 9Advanced Options for Work Orders Dialog Box. . . . . . . . . . . 10Preview Dialog Boxes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Differences in MAXIMO and MAXIMO Project Manager QueryResults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Preview Dialog Boxes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13Update Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Save WO Schedule to MAXIMO . . . . . . . . . . . . . . . . . . . . . . . . . . 15Select PMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Select PMs Dialog Box. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Advanced Options for PMs Dialog Box . . . . . . . . . . . . . . . . . . . . . 20Advanced Options for PMs Dialog Box. . . . . . . . . . . . . . . . . . 20Chapter 2: MAXIMO Project Manager Scenarios. . . . . . . . . . . . . . . 21Planning Work for a Shut-down Period . . . . . . . . . . . . . . . . . . . . . . . 21Planning a Shut Down at a Specific Location . . . . . . . . . . . . . . . 21Planning a Shut Down by Using Customized MAXIMO Fields . 25Evaluating Schedule Dates of the Shut-down Project . . . . . . . . . . . . 27Scheduling a Work Order Backlog . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Holding the Schedule Dates from Session to Session. . . . . . . . . . . . . 29Creating a Preventive Maintenance Workload Forecast . . . . . . . . . . 30Creating a Resource Leveled Total Workload Schedule. . . . . . . . . . . 32Release 5.2, 11/2003iii
ContentsChapter 3: MAXIMO and Microsoft Project Integration Points . . 33Default Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Work Order Field Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33Child Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34PM Field Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Crafts and Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35Crafts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Scheduling Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38Saved Schedule Date Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40Progress Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Progress Field Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Progress Logic Flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Optimizing MAXIMO Project Manager’s Performance . . . . . . . . . . . 43Recommendations for Improving Processing Time . . . . . . . . . . . 44Use High-end Computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Create Reasonable Size Queries . . . . . . . . . . . . . . . . . . . . . . . 44Run Analyze Tables Procedure . . . . . . . . . . . . . . . . . . . . . . . . 44Add Indexes and Update Database Statistics . . . . . . . . . . . . 45Appendix: Customizing MAXIMO Project Manager . . . . . . . . . . . . 47MaximoProject.ini File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47MaximoProject.ini File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48Saving Login Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50[system] section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50Mapping Columns for Data Transfer from MAXIMO toMicrosoft Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51[wofieldmap] section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52[pmfieldmap] section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Transferring Data from Microsoft Project to MAXIMO. . . . . . . . 55[woupdate] section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55ivRelease 5.2, 11/2003
About This GuideThis guide provides information about using MAXIMO Project Manager to exchange information betweenMicrosoft Project and MAXIMO. It explains how MAXIMOProject Manager enhances Microsoft Project.This guide does not explain how to use Microsoft Project, or how touse MAXIMO. It assumes that MAXIMO Project Manager usersare 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 MicrosoftProject to work with business data from the MAXIMO database.How to Use This GuideMAXIMO Project Manager contains Help that provides detailedinstructions on using the application. Use this guide together withHelp to help you master this application.This guide contains the following chapters:Release 5.2, 11/2003ChapterDescriptionChapter 1: MAXIMO ProjectManager OverviewProvides an overview of thedesign and use of MAXIMOProject ManagerChapter 2: MAXIMO ProjectManager ScenariosDescribes business applicationscenariosChapter 3: MAXIMO andMicrosoft Project IntegrationDescribes the mapping betweenMAXIMO database tables andMicrosoft Project fields, andprovides tips for optimizingMAXIMO Project Manager’sperformancev
ChapterDescriptionAppendix: Customizing MAXIMOProject ManagerProvides a sample of theMaximoProject.ini file anddescribes how to customize theapplication by modifying the fileNotation ConventionsThis guide uses the following typographical conventions:NotationDescriptionBold textDenotes the following: italics NOTEdialog boxesfield namesbuttonsdenote titles of other documentsemphasisPrecedes information of special importanceRelated DocumentationYour documentation set includes this guide and the MAXIMOProject Manager Installation Guide, which provides informationon your system requirements, preparations for a successfulinstallation, and installation instructions.SupportMRO Software, Inc. users with a valid Annual Customer SupportPlan (ACSP) can obtain online product support athttp://support.mro.com.viRelease 5.2, 11/2003
Chapter 1: MAXIMO Project ManagerOverviewMAXIMO Project Manager appends a MAXIMO menu to theMicrosoft Project menu bar, providing a way to map work orderand PM data from the MAXIMO database to Microsoft Project.MAXIMO MenuoThe added functionality lets you filter work order, PM, andcalendar data from a MAXIMO database. After you filter theMAXIMO data, you can perform project planning tasks with theMAXIMO work orders and save schedule data back to existingwork orders in the MAXIMO database.Using MAXIMO Data In Microsoft ProjectThe following section details the steps required to transfer workorder or PM data from a MAXIMO database into MicrosoftProject. Detailed instructions on using MAXIMO data inMicrosoft Project follow this section.For examples of work flows using MAXIMO Project Manager, seeChapter 2, “MAXIMO Project Manager Scenarios.”Release 5.2, 11/20031
Using MAXIMO Data In Microsoft ProjectProcess OverviewThe following steps provide a high-level overview of how to createa 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 theMAXIMO database.The following section describes this process in more detail.Creating a Project in Microsoft Project Using MAXIMODataTo create a project in Microsoft Project using MAXIMO data,complete the following steps:1. Create and Save a MAXIMO QueryTo create and save a MAXIMO query, complete the followingsteps:1. Open MAXIMO.2. From the Work Order Tracking or PM application, create andsave a query for your project.2Release 5.2, 11/2003
MAXIMO Project Manager Overview2. Create a New Project in Microsoft ProjectTo create a new project in Microsoft Project, complete the followingsteps:1. Open Microsoft Project.2. Create a new project.3. Choose Select Work Orders or Select PMs from theMAXIMO menu.MAXIMO Menu3. Log in to MAXIMO from Microsoft ProjectThe MAXIMO Login dialog box opens when you choose SelectWork Orders or Select PMs from the MAXIMO menu.NOTERelease 5.2, 11/2003For more information about changing the defaults for fields in theMAXIMO Login dialog box, see “Customizing MAXIMO ProjectManager” on page 47.3
Using MAXIMO Data In Microsoft ProjectMAXIMO Login Dialog BoxTo log in to MAXIMO, complete the following steps:1. In the Host field, enter the name of MAXIMO ApplicationServer machine and the MAXIMO Application Server name, ifit is not MXServer (the default value).Example:If the MAXIMO Application Server machine name is Vulcanand the MAXIMO Application Server name is MAXDEV, youenter Vulcan/MAXDEV in the Host field.You can also specify a port on the application server machine.The format will be as an:8080/MAXDEVNOTEThe mxe.name setting in the MXServer.Propertiesfile defines the MAXIMO Application server name.The default is MXServer.The Application server name is case-sensitive.The mxe.registry.port setting in theMXServer.Properties file defines the port.4Release 5.2, 11/2003
MAXIMO Project Manager Overview2. In the User Name and Password fields, enter theappropriate user name and password for your MAXIMOdatabase.3. Click OK.NOTEWhen you log in, MAXIMO connects you to yourdefault site. To change sites, click Advanced.from the Select Work Orders or Select PMsdialog box. From the Change Site drop-downmenu, select the appropriate site.Select Work Orders Dialog Box4. Select a Work Order or PM QuerySelect a query from the list. The list contains queries you saved inMAXIMO (in the Work Order Tracking or PM application) for thatsite, as well as public queries to which you have access.After selecting a query, you can modify settings for processing thedata transferred from MAXIMO and preview your selections.Set AdvancedOptionsClick Advanced. from the Select Work Orders or Select PMsdialog box to choose the settings for processing data in MAXIMOProject Manager.Preview YourSelectionsClick Preview from the Select Work Orders or Select PMsdialog box to see the result set from the work orders or PMs thatyou have filtered.Release 5.2, 11/20035
Using MAXIMO Data In Microsoft ProjectClick Launch Now from the Select Work Orders or SelectPMs dialog box to begin populating Microsoft Project with workorder or PM data from the MAXIMO database.LaunchNOTEBefore transferring the data, MAXIMO Project Manager sets thecalculation mode in Microsoft Project to manual, and then resetsit. Therefore, you must calculate a schedule once the data transferis complete.To proceed with automatic scheduling after transferring the data,reset the mode in Microsoft Project.5. Modify the ProjectAfter you transfer the data from MAXIMO to Microsoft Project,you can modify schedules and assign laborers to work orders ortasks.Save as MicrosoftProject File(optional)Save the project in a Microsoft Project file (.MPP) if you want toschedule it or update it at a later time. After saving the project,you still can save the data back to MAXIMO.6. Return Schedule Data to the MAXIMO DatabaseReturn work order schedule data from Microsoft Project to theMAXIMO database. From the MAXIMO menu, select Save WOSchedule to MAXIMO.NOTEIf the active project includes several subprojects and you selectSave WO Schedule to MAXIMO, you save all work order datafor all the projects to MAXIMO. However, if the active projectincludes PM subprojects and work order subprojects, you can onlysave the work order information to MAXIMO; the PM data isignored.7. Update a Saved Project to MAXIMO (Optional)If you saved the project in Microsoft Project and wish to update itlater, select Update Work Orders from the MAXIMO menu.6Release 5.2, 11/2003
MAXIMO Project Manager OverviewUsing the MAXIMO MenuThe following sections describe the MAXIMO menu options anddialog boxes added to Microsoft Project by MAXIMO ProjectManager.Select Work OrdersTo select work orders, complete the following steps:1. Choose Select Work Orders from the MAXIMO menu.MAXIMO displays the queries you saved in MAXIMO’s WorkOrder Tracking application for the current site, as well aspublic queries to which you have access. The queries availableto you depend on the sites that allow you access.2. To change sites, click Advanced. from the Select WorkOrders dialog box. From the Current Site drop-down menu,select the appropriate site.Select Work Orders Dialog BoxRelease 5.2, 11/20037
Using the MAXIMO MenuSelect Work Orders Dialog BoxThe following table contains descriptions for the columns andbuttons in the Select Work Orders dialog box.Dialog BoxElementDescriptionNameShows the name of the queries you created for the selected site in MAXIMO’sWork Order Tracking application, as well as any public queries.DescriptionShows the descriptions of the queries.QueryLets you display the SQL content of the query. Click the ellipsis to displaythe SQL content; the SQL content is read-only. To modify the query, youmust modify it in MAXIMO.OwnerShows the name of the person who created the query.Launch NowPopulates Microsoft Project with the selected work order data from theMAXIMO database, including assignments, craft and tool resources, andresource availability.After you click Launch Now, you might notice a difference in the amount ofdata displayed when you use the same query in MAXIMO and MAXIMOProject Manager. When you search the MAXIMO database, MAXIMOdisplays only the selected work orders, or PMs. MAXIMO Project Manager,on the other hand, displays the parent and the entire child hierarchy underthat parent. Displaying parents and all their children gives you a morecomprehensive and accurate schedule.NOTE8You can also transfer Calendars, if you select the Calendarsoption on the Advanced Options for Work Orders dialogbox.CloseCloses the dialog box.PreviewDisplays the Preview Selected Work Orders dialog box where you canview the selected set of work orders before initiating a full launch.AdvancedDisplays the Advanced Options for Work Orders dialog box where youcan access more ways to refine your work order selection.HelpOpens the help topic for the dialog box.Release 5.2, 11/2003
MAXIMO Project Manager OverviewAdvanced Options for Work Orders Dialog BoxTo set the Advanced Options for the Work Orders dialog box,complete the following steps:1. Click Advanced. from the Select Work Orders dialog box.2. In the Advanced Options for Work Orders dialog box,choose the settings for processing data in MAXIMO ProjectManager.3. If necessary, choose the status of the child work orders thatyou want to transfer.4. Click OK.Advanced Options for Work Orders Dialog BoxRelease 5.2, 11/20039
Using the MAXIMO MenuAdvanced Options for Work Orders Dialog BoxThe following table contains descriptions for the options availablein the Advanced Options for Work Orders dialog box.Dialog Box ElementDescriptionConstraintsWork Order DateDisplays the following work order date selections: Scheduled StartScheduled FinishTarget StartTarget FinishSelect one of these choices. If a given work order has a value in theselected date field, that value becomes a constraint
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
Using Maximo Data in Microsoft Project 1-4 IBM Maximo Adapter for Microsoft Project: User s Guide Creating a Project in Microsoft Project Using Maximo Data 1 In Maximo s Work Order Tracking or Preventive Maintenance application, create and save a query. 2 In Microsoft Project, open a new Maximo project. 3 In the Maximo for Project Startup dialog box, click New Maximo
Upon the successful completion of this course, the Maximo user will be able to: 1. Accurately and efficiently log into MAXIMO 7 2. Identify and Utilize Screen Form Conventions 3. Successfully navigate to any given Maximo Application or screen 4. Effectively query for Maximo Records
Upon the successful completion of this course, the Maximo user will be able to: 1. Accurately and efficiently log into MAXIMO 7 2. Identify and Utilize Screen Form Conventions 3. Successfully navigate to any given Maximo Application or screen 4. Effectively query for Maximo Records
Upon the successful completion of this course, the Maximo user will be able to: 1. Accurately and efficiently log into MAXIMO 7 2. Identify and Utilize Screen Form Conventions 3. Successfully navigate to any given Maximo Application or screen 4. Effectively query for Maximo Records
architecture design & project management and has extensive experience in the following fields: – Maximo project management – Maximo customizations: Java class extensions and automation scripting – Integrations: web service, interface table, and flat file – New Maximo implementations, upgrades, and assessments
A user-friendly web-based package giving access to Maximo on mobile devices. Seamless transition from real-time to offline mode when a user's connection to the Maximo environment is lost. Product Features Full Maximo Functionality Work Order Management View Job Tasks and Safety Plans Inventory Tracking Issues and Transfers
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