Maximo Scheduler and Maximo Scheduler Plus Overview DISCLAIMER

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. 2

Scheduler – work management tool embedded in Maximo DOC Server • i. Log DOC Required only for Optimization Optional: clients may choose not to use the optimization capability and can skip the DOC installation during the install process Scheduler 7. 6. 5 Maximo Scheduler • Add-on product to Maximo EAM, code embedded in core Maximo therefore a single install • Requires a separate license purchase Maximo Asset Management • Includes integration adapter and optimization engine and models Maximo • 7. 6. 0. 8 fix pack level 3

Roles We Cater To With Maximo Scheduler • • • Assign scheduled work Monitor and assign emergencies Build daily crews View and adjust crew work Floor in the field Supervisor/ • Technician Receives assignments, optimized routes and directions Reports on progress and work completion Planner Dispatcher • • • Assign WOs of a mobile asset to a facility Assign work within the repair facility Repair Facility Manager Scheduler • • • Model work steps in Job Plans and Routes Define PM frequencies Forecast long term work and cost Use historical data to adjust the plan Create rolling work schedule Resource level Schedule windows CPM Monitor schedule compliance 4

Role Based Applications in Maximo Scheduler Application Roles Graphical Scheduling Planners and Schedulers Graphical Assignment Supervisors and Dispatchers Graphical Assignment - Repair Facility Managers Graphical Crew Management Supervisors Everyplace Mobile Templates Supervisors and Field Technicians 5

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 6

Scheduler Plus – embedded in Maximo i. Log DOC Required only for Optimization 7. 6. 6 Maximo Scheduler Plus 7. 6. 6 • End-to-end work management solution built on Maximo Scheduler • Code embedded in core Maximo therefore a single install • Available On-prem and via Saa. S (includes Maximo Scheduler) Maximo Asset Management 7. 6. 0. 8 • Requires a separate license purchase (license includes Maximo Scheduler functionality) • Includes the optimization models 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 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 only 8

7. 6 highlights Pedigree • Scheduler 7. 6. 3 Complete Java Applet replacement with new technology RFEs/Usability • • • Scheduler 7. 6. 4 Excel Export WO Synonym colors PM Start Time • Maximo Scheduler 7. 1. 1 • PM Forecasts Maximo Scheduler 7. 1 Work and Resources in Gantt • View Labor Load & Availability • Critical Path Method • 2009 2010 Scheduler 7. 5. 1 • Graphical Assignment • Dispatching • Schedule Compliance • Crews • Everyplace templates • Other Resource Availability 2012 • • Scheduler 7. 5. 2 Optimization Scenario Management Compliance Dashboards Graphical Crew Mgmt • • 2013 Scheduler 7. 6. 1 New technology Repair Facility Mgmt PM Costing Usability Scheduler 7. 6. 2 Graphical Scheduling Asset/Location types Mult-tenancy support Gantt usability 2015 Scheduler Plus 7. 6. 4 • Weather Forecast • Appointment Booking • Project Scheduling – dependencies between anything 2016 • • • Scheduler 7. 6. 5 Planning buckets Optimization performance and enhancements Scheduler Plus 7. 6. 6 Weather Alerts Notifications for Alerts and Appointments Project Scheduling – GS -Large Project, CPM backward pass and filter, % complete Dynamic Dispatching 2017 May

Roadmap Scheduler Plus 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 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) Scheduler Project Scheduling (Phase 4) - Management reports - Estimate Time to Completion Dynamic Dispatching (Phase 2) - Real-time traffic Optimization - Performance, Large project optimization (buckets), Traffic Weather - Add map to Weather Alerts Admin Appointment Booking (Phase 4) - Resource dependent windows Graphical Resource View - Availability heat map w/ shift totals and bulk edit UX Enhancements - Gantt chart record grouping - WO/task creation from the Gantt - Inline editing - Saved and conditional layout - Schedule Data Integrity Tool Compliance - Add details to tabs/graphs Optimization - GS: Spatial Publish to 3 rd party calendars Release 7. 6. x 4 Q 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 functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. . 10

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 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 functionality. The development, release, and timing of any features or functionality described for our products remains at our sole discretion. . 12

Scheduler Plus SMS Text Messages Option for text communication in addition to email Appointment Confirmations • Initial confirmation of appointment • Reschedule • Assignment of technician with time Weather Alerts • Type of Alert and its time frame • Work Orders associated to you that are effected 13 13

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 15

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 16

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. 17

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. 18

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 19

Scheduler – New Optimization constraints Graphical Scheduling Graphical Assignment Resource Leveling and Capacity Planning applies various resource availability • Modified Availability of Labor for vacations and extra time • Alternate Availability Labor Assignments and Spatial Assignments now applies various resource availability • Allow secondary work zone assignments • Allow Secondary Craft Assignments • Limit to the number of solutions we resolve to Performance Improvements • Resolution Mins removed – now automatically calculated • Limit to the number of solutions we resolve to Spatial Assignments only • Work Zones now optional 20

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 into Three Records Merge Split Assignments Available labor Create Assignment Add/View Notes Various improvements to SQL and indexes 22

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. 23

Resources Wiki: https: //www. ibm. com/developerworks/community/wikis/home? lang=en#!/wiki/IBM%20 Maximo%20 Asset%20 Management/page/Maximo%20 Scheduler Or simply google search for “Maximo Scheduler” to find the wiki 24

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