Capacity Planning

Calculate capacity load

In Enterprise Asset Management, you can calculate capacity load on

  • Object calendar lines
  • Work orders that have not yet been scheduled
  • Scheduled work orders

This is useful if you want to get an overview of expected capacity load for a specific period. Calculation of capacity load can be done on all objects or selected objects. You can also make a calculation on a maintenance stop (All maintenance stops or Active maintenance stops or Maintenance stop), or on a work order pool (All work order pools or Active work order pools).

  1. Click Enterprise asset management > Inquiries > Capacity load, or Enterprise asset management > Common > Work order pools > All work order pools / Active work order pools > select work order pool in the list > Capacity load button, or Enterprise asset management > Common > Maintenance stops > All maintenance stops / Active maintenance stops > select maintenance stop in the list > Capacity load button.
  2. Click the Calculate capacity load button.
  3. Select a period for the calculation in the Start date/time and End date/time fields.
  4. Select "Yes" on the Include object calendar toggle button if you want to include object calendar lines in the calculation.
  5. Select "Yes" on the Include work order toggle button if you want to include work order lines in the calculation.
  6. You can use the Level field to indicate how detailed you want the capacity load 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 calendar lines and work orders 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 calendar lines and all work orders 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. In the figure below, you will see a calculation example in which three worker order lines and 15 object calendar lines are shown. The selected action pane group buttons are highlighted in orange color. Click on a button to activate or deactivate it.

Note

If you want to focus only on capacity planning regarding scheduled work orders, refer to the Calculate Capacity Load on Scheduled Work Orders section.

Capacity load overview
Capacity load overview

Calculate item forecast

Just as you can make capacity load calculations, which are described in the previous section, you can also make item forecast calculations on

  • Object calendar lines
  • Work orders that have not yet been scheduled
  • Scheduled work orders

This is useful if you want to get an overview of expected item consumption (spare parts as well as other items required for completing work orders) for a specific period. Calculation of item forecast can be done on all objects or selected objects. You can also make a calculation on a maintenance stop (All maintenance stops or Active maintenance stops), or on a work order pool (All work order pools or Active work order pools).

  1. Click Enterprise asset management > Inquiries > Item forecast, or Enterprise asset management > Common > Work order pools > All work order pools / Active work order pools > select work order pool in the list > Item forecast button, or Enterprise asset management > Common > Maintenance stops > All maintenance stops / Active maintenance stops > select maintenance stop in the list > Item forecast button.
  2. Click the Calculate item forecast button.
  3. Select a period for the calculation in the Start date/time and End date/time fields.
  4. Select "Yes" on the Include object calendar toggle button if you want to include object calendar lines in the forecast calculation.
  5. Select "Yes" on the Include work order toggle button if you want to include work order lines in the forecast calculation.
  6. You can use the Level field to indicate how detailed you want the capacity load 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 calendar lines and work orders 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 calendar lines and all work orders 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. Click on a button to activate or deactivate it.
  9. Click the Dimensions display button if you want to see one or more dimensions related to the items. Select the relevant check boxes, and click OK.

Item forecast overview
Item forecast overview
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