1. Maximo Scheduler and Maximo Scheduler Plus Overview

2. 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 All rights reserved.

3. Maximo Asset Management
Scheduler – work management tool embedded in Maximo
DOC Server
iLog
DOC
Optional: clients may choose not to use the optimization capability and can skip the DOC installation during the install process
Required only for Optimization
Scheduler 7.6.5
Add-on product to Maximo EAM, code embedded in core Maximo therefore a single install
Requires a separate license purchase
Includes integration adapter and optimization engine and models
Maximo Scheduler
Maximo Asset Management
Maximo
fix pack level

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

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

6. 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

7. (includes Maximo Scheduler)
Scheduler Plus – embedded in Maximo
End-to-end work management solution built on Maximo Scheduler
Code embedded in core Maximo therefore a single install
Available On-prem and via SaaS
Requires a separate license purchase (license includes Maximo Scheduler functionality)
Includes the optimization models
iLog
DOC
Required only for Optimization
7.6.6
Maximo Scheduler Plus 7.6.6
(includes Maximo Scheduler)
Maximo Asset Management

8. 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
Repair Facility Managers
Graphical Crew Management
Supervisors
Everyplace Mobile Templates
Supervisors and Field Technicians
Graphical Appointment Book
Customer Service Representatives
Graphical Scheduling – Large Projects*
^enhanced by Scheduler Plus; *available starting with Scheduler Plus 7.6.5; available with Scheduler Plus only

9. Pedigree 9 7.6 highlights 2009 2010 2012 2013 2015 2016 2017 May
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
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
Scheduler Plus 7.6.4
Weather Forecast
Appointment Booking
Project Scheduling – dependencies between anything
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
Scheduler 7.5.2
Optimization
Scenario Management
Compliance Dashboards
Graphical Crew Mgmt
Scheduler 7.5.1
Graphical Assignment
Dispatching
Schedule Compliance
Crews
Everyplace templates
Other Resource Availability
Maximo Scheduler 7.1.1
PM Forecasts
Maximo Scheduler 7.1
Work and Resources in Gantt
View Labor Load & Availability
Critical Path Method
May 9

10. Roadmap Release 7.6.x Release 7.6.x 4Q 2017 2018 Scheduler Plus
Weather
Alert notifications (SMS)
Project Scheduling (Phase 3)
Schedule dashboard
Appointment Booking (Phase 3)
SMS notifications
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
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
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)
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 3rd party calendars
Release 7.6.x
4Q 2017
Release 7.6.x
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.   .

11. The DRAX Rainbow Chart
^enhanced by Scheduler Plus; *available starting with Scheduler Plus 7.6.5; available with Scheduler Plus only

12. Content for Release 7.6.x Weather Alert notifications (SMS)
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
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.   .

13. Scheduler Plus SMS Text Messages
Option for text communication in addition to
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

14. 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

15. 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

16. 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

17. 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.

18. 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.

19. 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

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

21. 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

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

23. 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.

24. Resources
Wiki:
Or simply google search for “Maximo Scheduler” to find the wiki

25. Questions