Controlling and Reporting

Cost and date control

In Enterprise Asset Management, you can calculate costs to get an overview of actual costs compared to budget costs on objects, functional locations, or work orders. Actual costs are based on posted transactions. You can also make a date calculation if you want to compare scheduled start and end dates to actual start and end dates on work orders.

The calculations made for objects, functional locations, and work orders are almost identical. Only difference is that for objects and functional locations, you can also include sub objects and sub locations in your calculation. The date is the transaction date when the registration was recorded.

1. Click Enterprise asset management > Inquiries > Objects > Object cost control or Functional location cost control, or Enterprise asset management > Inquiries > Work orders > Work order cost control.
2. Click Cost control > Calculate cost.
3. In the Object cost control / Functional location cost control / Work order cost control drop-down dialog box, select a period to be calculated.
4. If required, select a financial dimension set to be included in the calculation.
5. Select the Skip zero check box if you do not want to show results with a cost of zero.
6. You can use the Level field to indicate how detailed you want the cost control lines to be regarding functional locations. For example, if you insert the number "1" in the field, and you have a multi-level functional location hierarchy, all cost control lines for a functional location will be shown on the top level, and therefore the hours on a line may be added up from functional locations located at a lower level. If you insert the number "0" in the Level field, you will see a detailed result showing all cost control lines on all the functional location level to which they are related.
7. Select "Yes" in the Show open committed cost check box if you want to include that column in the calculation.
8. Select "Yes" in the Include sub objects check box to show costs related to child objects as separate lines.
9. If you want to limit the search, you can select specific objects / functional locations / work orders on the Records to include FastTab.
10. Click OK to start the calculation.
11. In the Group by... action pane groups, click the relevant buttons to show the required detail level of the calculation. The selected action pane group buttons are highlighted in orange color. Click on a button to activate or deactivate it.

Another way of making a cost calculation is to multi-select objects in All objects or Active objects grid view. Then, you click the Cost control button > Cost control > Calculate cost, and you will see that the selected objects are automatically inserted in the Object field on the Records to include FastTab. Click OK in the Object cost control drop-down, and a cost calculation for the selected objects is shown. The same procedure can be done for functional locations in All functional locations or Active functional locations, and for work orders in All work orders or Active work orders.

Note

The Original budget field shows budget costs from the work order forecast. The Committed cost field shows the total amount of expenses that a legal entity has committed itself to pay. The Open committed cost field shows commitments to pay for items, hours, and services you have ordered or received but not yet paid for. When all consumption registrations have been posted, the related costs are included in the Actual cost field.

In the Cost Control section, you can read more about the cost control workspace, in which cost registrations can be displayed graphically in various views and detail levels.

Object cost control

Object cost control overview

Functional location cost control overview

Work order cost control overview

Work order date control

Use this form to get an overview of expected start and end dates compared to actual start and end dates on work orders. Select a period for the calculation, then select the information you want to display by selecting the check boxes in the Group by section, and click Calculate.

1. Click Enterprise asset management > Inquiries > Work orders > Work order date control.
2. Click Edit.
3. Select a functional location in the Functional location field.
4. Insert the period for which you want to make the calculation in the From date and To date fields. All work orders with expected start within the period will be included.
5. In the Group by section, select which information you want to include in the calculation by selecting the relevant check boxes.
6. Click Calculate.
7. After you have made the calculation, if you select or clear check boxes in the Group by section, click the Calculate button again to update the calculation.

Note

The Avg. start delay field shows the difference in days between scheduled start date for a work order compared to actual start date. If, for example, the actual start date was two days before the scheduled start date, "-2" will be displayed in this field.

The Avg. end delay field shows the difference in days between scheduled end date for a work order compared to actual end date. If, for example, the actual end date was three days after the scheduled end date, "3" will be displayed in this field.

The Occurrences fields show the number of times deviations occur in relation to scheduled and actual start date, and scheduled and actual end date on the work order.

Work order date control

Work hour control

In Enterprise Asset Management, you can calculate hours to get an overview of actual hours compared to budget hours on objects, functional locations, or work orders. Actual hours are based on posted transactions.

The calculations made for objects, functional locations, and work orders are almost identical. Only difference is that for objects and functional locations, you can also include sub objects and sub locations in your calculation. The date is the transaction date when the registration was recorded.

1. Click Enterprise asset management > Inquiries > Objects > Object hour control or Functional location hour control, or Enterprise asset management > Inquiries > Work orders > Work order hour control.
2. Click Hour control > Calculate hours.
3. In the Object hour control form / Functional location hour control form / Work order hour control drop-down, select a period to be calculated.
4. If you want to limit the search, you can select specific objects / functional locations / work orders.
5. If required, select a financial dimension set to be included in the calculation.
6. Select the Skip zero check box if you do not want to show results containing zero hours.
7. You can use the Level field to indicate how detailed you want the hour control lines to be regarding functional locations. For example, if you insert the number "1" in the field, and you have a multi-level functional location hierarchy, all hour control lines for a functional location will be shown on the top level, and therefore the hours on a line may be added up from functional locations located at a lower level. If you insert the number "0" in the Level field, you will see a detailed result showing all hour control lines on all the functional location levels to which they are related.
8. Click OK to start the calculation.
9. In the Group by... action pane groups, click the relevant buttons to show the required detail level of the calculation. The selected action pane group buttons are highlighted. Click on a button to activate or deactivate it.

Another way of making a cost calculation is to multi-select objects in All objects or Active objects grid view. Then, you click the Hour control button > Hour control > Calculate hours, and you will see that the selected objects are automatically inserted in the Object field on the Records to include FastTab. Click OK in the Object hour control drop-down, and an hour calculation for the selected objects is shown. The same procedure can be done for functional locations in All functional locations or Active functional locations, and for work orders in the All work orders or Active work orders.

Note

The Original budget field shows budget hours from the work order forecast. The Actual hours field shows posted hours on work orders. The Committed hours field shows total amount of hours that your company is committed to in relation to work orders.

Object hour control overview

Funcrional location hour control overview

Work order hour control overview

Object fault cost control

In Enterprise Asset Management, you can calculate costs on object fault registrations to get an overview of actual costs compared to budget costs on faults. Actual costs are based on posted transactions. The date is the fault date on which the symptom was recorded.

1. Click Enterprise asset management > Inquiries > Object fault > Object fault cost control.
2. Click Object fault cost control > Calculate cost.
3. In the Object fault cost control drop-down, select a financial dimension set to be included in the calculation, if required.
4. Select the Skip zero check box if you do not want to show results with a cost of zero.
5. If you want to limit the search, you can select specific objects, fault dates, or fault causes on the Records to include FastTab.
6. You can use the Level field to indicate how detailed you want the cost control lines to be regarding functional locations. For example, if you insert the number "1" in the field, and you have a multi-level functional location hierarchy, all object fault cost control lines for a functional location will be shown on the top level, and therefore the hours on a line may be added up from functional locations located at a lower level. If you insert the number "0" in the Level field, you will see a detailed result showing all object fault cost control lines on all the functional location level to which they are related.
7. Click OK to start the calculation.
8. In the Group by... action pane groups, click the relevant buttons to show the required detail level of the calculation. The selected action pane group buttons are highlighted in orange color. Click on a button to activate or deactivate it.

Refer to the Fault Management section for information on how to set up faults.

Note

The Original budget field shows budget costs from the work order forecast. The Actual cost field shows posted costs on work orders. The Committed cost field shows total costs that your company is committed to in relation to work orders.

Object fault cost control

Object fault control

In Enterprise Asset Management, you can analyze object fault registrations to get an overview of the total number of faults registered during a specific period. Fault registrations can be analyzed from different perspectives, for example with focus on objects, object types, functional locations, fault symptoms, or fault types.

1. Click Enterprise asset management > Inquiries > Object fault > Object fault control.
2. Click Object fault control > Select faults.
3. If you want to limit the search, you can select specific objects, fault dates, fault causes, and fault remedies on the Records to include FastTab.
4. You can use the Level field to indicate how detailed you want the fault control lines to be regarding functional locations. For example, if you insert the number "1" in the field, and you have a multi-level functional location hierarchy, all object fault control lines for a functional location will be shown on the top level, and therefore the hours on a line may be added up from functional locations located at a lower level. If you insert the number "0" in the Level field, you will see a detailed result showing all object fault control lines on all the functional location level to which they are related.
5. Click OK to start the calculation.
6. Click Edit.
7. On the Object fault control tab, click one or more buttons in the Group by... action pane groups to display the detail level you want to see. Activated buttons are highlighted. You can activate or deactivate a button by clicking on it.
8. On the Object fault control tab, click Update.

Note

Every time you activate or deactivate buttons in the Group by... action pane groups, remember to click the Update button after you have changed the selections. This is required because a large amount of data is processed as you are recalculating fault probability.

There are many ways to analyze fault registrations. Below you will see examples in five screenshots of how different data selections provide different pieces of information. You will see how different selections provide more insight and detail when analyzing object fault registrations.

In the figure 1 below, the Symptom button is selected.

• There are six registrations on the fault symptom "Poor fuel economy".
• In the Probability % column, all percentages add up to 100%. Probability is based on all Fault symptom registrations in this fault control calculation.

In the figure 2 below, Year and Month are added to show how you can view fault registrations during a selected period.

• The fault symptoms are now shown as registrations per year/month.
• In the Probability % column, if you add all percentages for each month, they add up to 100%. Probability is based on Fault symptom registrations in this fault control calculation. If you have a large number of lines on an object, but a large percentage stands out on a line, that would be an indication of a fault symptom to examine more closely to find a way to limit the number of registrations for that fault symptom.

Note

The combination objects and an object type is used as a basis for the calculations shown in the three screenshots below, which will increase in detail level.

Generally, the buttons in the Group by date, Group by object, Group by functional location action pane groups, as well as the Fault button (Fault ID), contain periods or object relations. The Fault symptom, Fault area, Fault type, Fault cause, and Fault remedy buttons are categorizations used in Enterprise Asset Management fault management to analyze object fault registrations and pinpoint problem areas.

In the figure 3 below, Object and Object type were added to provide more detail regarding fault registrations.

• The six fault symptoms on "Poor fuel economy" are now split up in Object / Object type / Fault symptom combinations.
• In the Probability % column, if you add all percentages for the combination of Object / Object type / Fault symptom respectively, they each add up to 100%. Probability is based on Fault symptom registrations in this fault control calculation. If you have a large number of lines on an object, but a large percentage stands out on a line, that would be an indication of a fault symptom to examine more closely to find a way to limit the number of registrations for that fault symptom.

In the figure 4 below, Area was added to Symptom, Object, and Object type to provide more detail regarding fault registrations.

• We have added further specification to the calculation, in the form of Fault area.
• In the Probability % column, if you add all percentages for the combination of Object / Object type / Fault symptom on an object, they each add up to 100%. Probability is based on the combination of Fault symptom and Fault area in this fault control calculation. If you have a large number of lines on an object, but a large percentage stands out on a line, that would be an indication of a fault area to examine more closely to find a way to limit the number of registrations for that fault area.

In the figure 5 below, Type has been added, and the most detailed calculation in this example is shown.

• We have added further specification to the calculation, in the form of Fault type.
• In the Probability % column, if you add all percentages for the combination of Object / Object type / Fault symptom on an object, they each add up to 100%. Probability is based on the combination of Fault symptom, Fault area, and Fault type in this fault control calculation. If you have a large number of lines on an object, but a large percentage stands out on a line, that would be an indication of a fault type to examine more closely to find a way to limit the number of registrations on that fault type.

Figure 1: Object fault control: Symptoms

Figure 2: Object fault control: Year and month

Figure 3: Object fault control: Object and object type

Figure 4: Object fault control: Area

Figure 5: Object fault control: Type

Objects KPIs

In Enterprise Asset Management, you can calculate various Key Performance Indicators (KPIs) for objects and object types. KPIs are used to get an overview of performance on objects in relation to, for example, uptime, downtime, repair time, and Mean Time Between Failure (MTBF).

1. Click Enterprise asset management > Inquiries > Objects > Object KPIs.
2. Click Calculate.
3. In the Calculate object KPIs drop-down, you select a period for KPIs to be calculated. On the Records to include FastTab, you can select objects and object types to be included in the calculation.
4. Click OK to start the calculation.
5. On the Overview FastTab in the Object KPIs form, the results of the calculation are displayed in grid view. Each object is displayed on a separate line.
6. On the General FastTab, you see calculations for the object selected on the Overview FastTab. The KPI values are categorized regarding Time, Availability, Faults, and Cost.

In the table below, you will find a short explanation of the fields in Object KPIs.

Note

You can multi-select several objects in All objects and click the Object KPIs button on the General tab. Then, click Calculate in Object KPIs to calculate KPIs for the selected objects.

Results from a KPI calculation may or may not include production stop registrations, depending on the setup and use of production stop types. Read more about production stops in the Production Stop section.

Object KPIs: Overview

Items where used

You can make a calculation for a specific item to get an overview of where in Enterprise Asset Management the item has been used. The results show the context in which the item has been used during its lifetime. The Item where used form can be opened from the main Enterprise asset management menu, and it can also be accessed from the following grid views and detail views:

• Object BOM
• Spare parts
• Object type setup
• Job type setup forecast
• Work order forecast
• Work order purchase requisition
• Work order purchase

Item where used

Item where used calculation

1. Click Enterprise asset management > Inquiries > Item where used, or select the Item where used button in one of the views mentioned above.
2. Click Item where used > Calculate where used.
3. Select the item for which you want to make the calculation in the Item number field.
4. You can use the Level field to indicate how detailed you want the item lines to be regarding functional locations. For example, if you insert the number "1" in the field, and you have a multi-level functional location hierarchy, all item lines for a functional location will be shown on the top level. Therefore, relation/quantity on a line may be added up from functional locations located at a lower level. If you insert the number "0" in the Level field, you will see a detailed result showing all item lines on all the functional location levels to which they are related.
5. In the Include section, select the check boxes for the various parts in Enterprise asset management that you want to include in the calculation.
6. Click OK to start the calculation.
7. On the Item where used tab > the Group by... action pane groups, click the relevant buttons to show the required detail level of the calculation. The selected action pane group buttons are highlighted in blue color. Click on a button to activate or deactivate it.
8. If you want to show dimensions related to the item, click Dimensions display, and select the dimensions to be shown.

Maintenance status calculation

In Enterprise Asset Management, you can make a calculation to see an overview of new, active, and completed requests, work orders, and production stops for a specific period. You can also see the number of completed condition assessments for the same period. You can use these calculations to get an overview of workload regarding incoming and completed requests and work orders.

1. Click Enterprise asset management > Inquiries > Maintenance status.
2. Click Maintenance status > Status.
3. Select the period for which you want to make the calculation.

Note

You can use the Level field to indicate how detailed you want the maintenance lines to be regarding functional locations. For example, if you insert the number "1" in the field, and you have a multi-level functional location hierarchy, all maintenance lines for a functional location will be shown on the top level, and therefore the status on a line may be added up from functional locations located at a lower level. If you insert the number "0" in the Level field, you will see a detailed result showing all maintenance lines on all the functional location levels to which they are related.

4. Click OK to start the calculation.
5. In the Group by... action pane groups, click the relevant buttons to show the required detail level of the calculation. The selected action pane group buttons are highlighted in orange color. Click on a button to activate or deactivate it.
6. Remember to click the Update button to update the calculation each time you make changes by activating or deactivating Group by... buttons, or by making a calculation for a new period.

Note

The results shown in Maintenance status only include requests and work orders that have an actual start and date and time. End date and time may be blank.

Example 1:

In the first figure below, only the Year and Month fields have been activated. Here you can get a general overview on a monthly basis of workload and throughput related to requests and work orders.

Example 2:

In the second figure below, information about functional locations has been added. Now, it is possible to compare workload and throughput across functional locations, which may represent, for example, geographical locations, factories, or different work areas.

Maintenance status: Year and month

Maintenance status: Functional location