1. Creating Asset Lifecycle Plans: Where True Asset Management Planning Begins
Vincent Yee, P.E. | Corey Welsh,
User Conference | October 20, 2016
10:45 am – 11:15 am

2. Asset Plans List
List view provides Useful Life, Financial Life, Inflation Value [UX]
Class Tree View [UX]
Search by class, useful life, description. [O]
Sort by useful life, financial life and inflation [UX]
Expanded filtering [UX]

3. Asset Plans Details Class & Subclass [AMI]
Useful Life to determine replacement schedule [AMI]
Financial Life for straight line depreciation [AMI]
Inflation value to increase asset replacement value [AMI]
Comments field that stamps user & time of each comment [UX]
Create activities in asset plans [UX]
CAPEX – Capital Expenditures [AMI]
OPEX – Operating Expenditures [AMI]

4. NEXGEN Asset Plans User Experience [UX]
Easily switch between List, Grid and Map Views
List – preview of WO
Grid – personalized preferences for advanced filtering & grouping
Map – spatial references of WO
Quick view of attachments & links in
Comments feed with stamp of user & date/time to improve communication

5. NEXGEN Asset Plans Optimization [O]
List view provide users with brief WO and improved filtering and sorting processes
Color coded priority and status
Multiple edits and multiple prints in list view
Quick Status change by clicking the steps
Linked WO for work flow
Standard operating procedures with preloaded checklists based on tasks
Next asset as user completes each asset in WO
Next asset on map view as user completes each asset in WO

6. NEXGEN Asset Plans Asset Management Intelligence [AMI]
Job costing for labor, equipment, parts and misc costs
Shutdown & Interrupted Service to track reliability
Safety to track
Flags assets in WO that are still under warranty

7. Live Presentation of Asset Plans Module

8. Notes Asset Inventory Asset Plans Class & subclass
Each class & subclass can have unique attributes
Each class & location can be assigned to PM
Going to use class for more library
Purchase costs, Install date, Replacement Costs
Inflation of ARV
Asset Plans
Tree – class & subclass

9. Notes Asset Plan Details Useful Life Financial Life Inflation CAPEX
OPEX
Create activities with WO Task
WO Tasks created in Setup
Frequency
% ARV

10. FAQ
Can I create subclasses for different application of the same type of assets?
Can I change my asset plans to actual useful life based on conditions?
How does my actual condition assessment affect the useful life for the asset?
What is the difference between OPEX and CAPEX?
Can I create other CAPEX besides replacement?

11. Questions
Vincent Yee, P.E. | Corey Welsh |
User Conference | October 20, 2016
10:45 am – 11:15 am
Creating Asset Lifecycle Plans: Where True Asset Management Planning Begins