Maintenance Planners and Schedulers in Oil and Gas, Utilities, Facilities Management and everywhere in between, listen up!
Are you able to forecast your preventive maintenance (PM) needs? Or are you constantly in the dark about what’s upcoming and scrambling when you don’t have the resources to cover the work orders?
Are you in the dark? Ask yourself:
If you answered “no” to any of these, you’re limited by an inability to forecast effectively.
For some Planners and Schedulers working without a scheduling toolset, the only way they can forecast from IBM Maximo is to write a query and pull one together themselves on a PM by PM basis. Many don’t bother because it’s a ton of effort for very little reward.
For others, their scheduling software does have some forecasting abilities, but they’re limited, clunky, and hard to read. If you can’t quickly generate a forecast that enables you to spot problems and resolve them, what’s the point? You’re still in the dark.
Well, let there be light.
Effective PM forecasting allows you to see when your PMs are due to generate and how they will affect your resource availability… without having to generate work orders weeks or months in advance in IBM Maximo.
Ideally, Planners and Schedulers want to view these “virtual work orders” in the Gantt. With colors to identify if those tasks recur weekly, monthly, every 90 days, etc. and a color-coded heat map, this makes it easy to see if you have any timeframes where too many PMs are being generated when you won’t have enough resources to perform the work.
So… you’ve got your forecast and you see that your schedule is over-allocated. Now what?
Forewarned is forearmed, as they say. With an accurate, detailed and comprehensive PM forecast, you have the knowledge you need to change course. With the click of the mouse, you can move an individual occurrence or an entire series. This is a great way to adjust when these PMs are due to generate to help level your PMs before they ever get to your Daily/Weekly schedules.
Effective workforce forecasting should also help you gather the data you need to strategize and optimize. As a Maintenance Planner or Scheduler, you need the ability create reports on estimated costs of your labor, materials, service, tools, etc. for your PM forecast.
Another useful report is the Bill of Materials report, which is a great tool to pass along to an inventory lead or storeroom manager, because it includes outlines all the necessary materials to complete the PMs, allowing the storeroom manager to take advantage of discounts for ordering in bulk, or to get ahead of long lead time items.
As a Planner or Scheduler, you’ll want to ensure that the Planning and Scheduling toolset you select supports sustainable, continuous improvement for your Planning and Scheduling processes.
Note: This video is was originally created for AKWIRE (now part of Prometheus Planning & Scheduling). The UI and features may differ slightly.
Of course, you mostly use PM forecasting to foresee potential timeframes when you may be over-allocated. But in speaking with AKWIRE clients, we found that they have used PM forecasting in other ways as well:
The ability to forecast Preventive Maintenance is a make or break ability for Enterprise Maintenance Planners and Schedulers. It can mean the difference between having enough resources to complete the work, or being completely over-allocated. Don’t be stuck in the dark. Get the right PM forecast tool that sheds light on your upcoming PMs.