IBM Maximo Adapter For Microsoft Project User's Guide

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IBM Maximo Adapter for Microsoft ProjectRelease 6.2User’s Guide

NoteBefore using this information and the product it supports, read the information in “Notices” on page Notices-1.First Edition (November 2006)This edition applies to Release 6.2 of IBM Maximo Adapter for Microsoft Project and to all subsequentreleases and modifications until otherwise indicated in new editions.Third-Party Technology: Certain Maximo products contain technology provided under license from thirdparties, as noted in the following table:IBM ProductThird-Party InformationAll ProductsPortions 1996-2003 Visual Mining, Inc. Visual Mining NetCharts Server provided by Visual Mining, Inc. 19982005 Centennial Software Limited.IBM MaximoPortions 1995-2004 Actuate Corporation. Portions 2005BEA Systems, Inc. BEA WebLogic Server provided by BEASystems, Inc.Portions 1996-2005, i-net software GmbH. J-Integra forCOM v2.4. 2004 Intrinsyc Software International, Inc.Maximo DiscoveryMSDE Copyright Microsoft Corporation.IBM Maximo Enterprise Asset NavigatorPortions 1993-2002 Snowbound Software Corporation.RasterMaster Raster imaging technology provided bySnowbound Software Corporation.Portions 1991 Pegasus Imaging Corp.IBM Maximo MobilePortions 2005 DataMirror, Inc.Portions 2000-2005 Zaval Creative Engineering Group.IBM Maximo Mobile SEPortions 1996-2005 Syclo, LLC.Open Source: Maximo contains computer software obtained from the public domain, known as "Open Source"ownership of which is attributed as follows: Portions 2002, Steve Souza (admin@jamonapi.com). Portions 2000-2004, Jason Hunter & Brett McLaughlin. Portions 2004-2005, The Apache Software Foundation(http://www.apache.org/). Copyright International Business Machines Corporation 2006. All rights reserved.US Government Users Restricted Rights - Use, duplication or disclosure restricted by GSA ADP ScheduleContract with IBM Corp.

ContentsAbout This Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vAudience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vRelated Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vSupport . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vChapter 1: IBM Maximo Adapter for Microsoft Project Overview . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Starting Maximo for Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Using Maximo Data in Microsoft Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Process Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3Creating a Project in Microsoft Project Using Maximo Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-4Difference in Maximo and Maximo for Project Query Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-5Using the Maximo Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6Select Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-6Select Work Orders Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-11Update Work Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-13Save Work Orders to Maximo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-14Save Work Orders to Maximo Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15Select PMs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-15Select PMs Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-18Load Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-19Load Resources Dialog Box . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-20Chapter 2: IBM Maximo Adapter for Microsoft Project Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Planning Work for a Shutdown Period . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Example 1: A Specific Location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1Example 2: Using Customized Maximo Fields. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Evaluating Schedule Dates of the Shutdown Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Scheduling a Work Order Backlog . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Holding the Schedule Dates from Session to Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Creating a Preventive Maintenance Workload Forecast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Creating a Resource Leveled Total Workload Schedule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Example 1. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Example 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Chapter 3: Maximo and Microsoft Project Integration Points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Default Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Work Order Tracking Fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Child Work Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1PM Field Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Crafts, Tools, and People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2Crafts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3People . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4Scheduling Constraints . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5Saved Schedule Date Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Conditional Mapping . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Progress Field Mapping. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6Progress Logic Flow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7 Copyright IBM Corp. 2006iii

Appendix A: Customizing the IBM Maximo Adapter for Microsoft Project . . . . . . . . . . . . . . . . . . A-1Sections of the MaximoProject.ini File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2Saving Login Settings: The [system] Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-2Mapping Columns for Data Transfer from Maximo toMicrosoft Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-3[wofieldmap] Section . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-4[pmfieldmap] Section. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-5Sample Copy of the MaximoProject.ini File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . A-6Appendix B: Multi-Language Set Up . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1About the importlang.bat Utility. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1Running the importlang.bat Utility . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . B-1Notices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Notices-1Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Index-1ivIBM Maximo Adapter for Microsoft Project: User’s Guide

About This GuideThis section explains how this guide can help you to use the IBM Maximo Adapter for Microsoft Project (Maximo for Project) to exchange informationbetween Microsoft Project and Maximo, and how Maximo for Project enhancesMicrosoft Project. It also provides information about other IBM Corporationresources available to you, such as additional documentation and support.Maximo for Project users must be familiar with Microsoft Project andMaximo.AudienceThis guide lets planners, forecasters, and other managers use MicrosoftProject to plan and schedule Maximo data.Related DocumentationFor more information about the IBM Maximo Adapter for Microsoft Project,refer to the following documentation:DocumentDescriptionIBM Maximo Adapter for MicrosoftProject Online HelpProvides step-by-step procedures forMaximo for Project.SupportIBM Corporation users with a valid Annual Customer Support Plan (ACSP)can obtain product support online at Support Online: support.mro.com.Support Online includes information about product releases, softwarepatches, and documentation updates. To find the most current version of adocument, refer to the Knowledge Base on this site. Copyright IBM Corp. 2006v

SupportviIBM Maximo Adapter for Microsoft Project: User’s Guide

IBM Maximo Adapter forMicrosoft ProjectOverview1The IBM Maximo Adapter for Microsoft Project adds a Maximo menu to theMicrosoft Project menu bar, so you can:Map work order and PM data from the MAXIMO database to MicrosoftProject.! Create Maximo work orders from tasks that you created in MicrosoftProject! Filter work order, PM, and calendar data from the MAXIMO database.!Maximo MenuAfter filtering the Maximo data, you can perform project planning tasks withthe Maximo work orders and save schedule data back to existing work ordersin the MAXIMO database.Starting Maximo for ProjectWhen you open Maximo for Project, the Maximo for Project Startup dialog boxopens. Copyright IBM Corp. 20061-1

Starting Maximo for ProjectSelect the type of project to work on in Microsoft Project:OptionDescriptionNew Maximo ProjectOpens a new session in Microsoft Project thatcreates Maximo work orders when you selectMaximo Save WO to Maximo.Load Maximo WorkOrderOpens a Maximo project in Microsoft Projectthat displays work orders.The Select Work Orders dialog box opens soyou can transfer work order data fromMaximo into Microsoft Project.Load Maximo PMOpens a Maximo project in Microsoft Projectthat forecasts certain PMs.The Select PMs dialog box opens so you cantransfer PM data from Maximo into MicrosoftProject.Cancel1-2Opens standard Microsoft Project, withoutMaximo for Project’s functionality.IBM Maximo Adapter for Microsoft Project: User’s Guide

Using Maximo Data in Microsoft ProjectUsing Maximo Data in Microsoft ProjectThese procedures show how to transfer work order or PM data from aMAXIMO database into Microsoft Project.Process OverviewThese steps summarize how to create a project in Microsoft Project usingMaximo 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 Maximo work order or PM query.5 Modify the project.6 If you selected a work order query, return schedule data and insert newwork orders into the MAXIMO database.IBM Maximo Adapter for Microsoft Project Overview1-3

Using Maximo Data in Microsoft ProjectCreating a Project in Microsoft Project Using Maximo Data1 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 MaximoProject.The Log In to Maximo dialog box opens.4 Enter the user name and password for your MAXIMO database.You can set default login values for the Log In to Maximo dialogbox in the MaximoProject.ini file.NOTE5 Click OK.6 Select the type of data to transfer from Maximo to Microsoft Project:!!To transfer work order data, select Maximo Select Work Orders.To forecast PMs in Microsoft Project, select Maximo Select PMs.The Select Work Orders or Select PMs dialog box opens.7 Click the row containing the appropriate query. You see only publicqueries and queries you created.!!To filter the results, click the Advanced tab.To preview the results, click the Preview tab.8 After selecting the appropriate query, click OK to transfer the work orderor PM data, including assignments, craft and tool resources, and resourceavailability.NOTEThe results may differ when using the same query in Maximoand Maximo for Project.9 Use Microsoft Project to perform project planning and management tasks.10 Save the project in a Microsoft Project file (.MPP) so you can schedule orupdate it later.1-4IBM Maximo Adapter for Microsoft Project: User’s Guide

Using Maximo Data in Microsoft Project11 (Optional) To save the data back to Maximo, select Maximo Save WOto Maximo.NOTEIf the active project includes several subprojects, all work orderdata is saved to Maximo. However, if the active project includes PMsubprojects and work order subprojects, only the work order data issaved.12 (Optional) To update the saved project from Maximo, select Maximo Update Work Orders.Difference in Maximo and Maximo for Project Query ResultsThe results may differ when using the same query in Maximo and Maximo forProject.MaximoMaximo for ProjectDisplays only the selectedwork orders or PMs.Displays the parent and its entire childhierarchy, providing a more comprehensiveand accurate schedule.IBM Maximo Adapter for Microsoft Project Overview1-5

Using the Maximo MenuUsing the Maximo MenuMaximo for Project adds Maximo menu options and dialog boxes to MicrosoftProject.Select Work OrdersYou use this dialog box:To display public queries and queries you saved in Maximo’s WorkOrder Tracking application. The available queries depend on the sitesyou have access to.! To preview the results of a query.!This dialog box contains these tabs:Queries Tab1-6You use this tab to display public queries and queries you saved in Maximo’sWork Order Tracking application.IBM Maximo Adapter for Microsoft Project: User’s Guide

Using the Maximo MenuAdvanced TabYou use this tab:To filter the query results by site, task priority, work order status, anddate.! To determine whether to retrieve asset and labor calendars fromMaximo.!Preview TabYou use this tab to check the results of the selected query. The results maydiffer when using the same query in Maximo and Maximo for Project.IBM Maximo Adapter for Microsoft Project Overview1-7

Using the Maximo MenuTo select work orders:1 In Microsoft Project, select Maximo Select Work Orders.The Select Work Orders dialog box opens, displaying the Queries tab.2 Click the row containing the appropriate query. You see only publicqueries and queries you saved in Maximo.3 Click the Advanced tab to filter the query results. Use these subtabs:!Constraints: Select a scheduling constraint for your project. You mayselect only one constraint type.NOTEUse this option to use Maximo’s Schedule or Target date toschedule the work order in Microsoft Project.NOTEYou can only constrain tasks that are not summaries of othertasks. Mixing child and parent constraints can violate MicrosoftProject’s business rules and cause problems with work ordertransfers.In practice, when you constrain work orders, Maximo forProject uses that constraint on all tasks at the lowesthierarchical level.To manipulate groups of tasks, transfer the parent tasks fromMaximo, then set the constraints in Microsoft Project.ConstraintsProcedureDescriptionWork Order DateSelect a work order date: Scheduled Start,Scheduled Finish, Target Start, TargetFinish.Constrains the task byscheduling or targeting thework order’s start and finishdates.NOTETask Constraint TypeLeaving this field blank disables theTask Constraint Type field.Select a constraint type: Must Start On,Start No Earlier Than*, Start No LaterThan, Must Finish On, Finish No EarlierThan*, or Finish No Later Than.Constrains the task bystarting or finishing it onspecified dates.*Recommended selectionsNOTE1-8The available selections depend on thedate in the Work Order Date field.IBM Maximo Adapter for Microsoft Project: User’s Guide

Using the Maximo Menu!Calendars: Transfer Maximo asset and labor calendars to MicrosoftProject. Enter specific dates within which to transfer the calendars.NOTETransferring calendar data can significantly impactperformance; make the date range as small as possible.NOTEWhen you transfer asset calendars into Microsoft Project, theyare the inverse of what they are in Maximo.Maximo’s asset calendar displays when the asset is operating.Microsoft Project’s asset calendar displays the asset’s downtime(when it is available for preventive maintenance).Upon receiving the asset calendar from Maximo, Maximo forProject names the calendar with the asset number, and makesthe asset calendar an attribute of the work order beingscheduled.!Task Priority: Filter the query results by work order, calculated, orlocation/asset priority. When Maximo’s work orders are copied toMicrosoft Project, they become tasks and are assigned a priority basedon Maximo’s priority setting for the work order.Select one setting (which uses the value from a column of the MAXIMOdatabase’s WORKORDER table):Maximo Priority FieldColumnDescriptionWork OrderWOPRIORITY(Default) This is the priority level of thework order assigned in the work order orby a job plan.Calculated PriorityCALCPRIORITYMaximo calculates this value using aformula combining the Work OrderPriority and Location/Asset Priority valuesto produce the Work Priority value.Location/Asset PriorityASSETLOCPRIORITYThis is the priority level

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

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