Unit 11: Project Systems AND Unit 12: Enterprise Asset Management (EAM)

What are the 2 reasons you use the equipment master record?

(1) Monitor the costs of maintenance tasks for an object (2) Record the usage time of an object at functional locations

Activities that Follow Release of Maintenance Order

(1) Print shop papers (2) Withdraw material (3) Book goods receipts (4) Enter time confirmation (5) Complete task

Why do we have a functional location?

(1) To represent the structure of the technical system in a hierarchy (2) To analyze the effects of the usage conditions on the likelihood of damage

Characteristics of a project

1) A group of cost objects to flexibly monitor and track complex spending 2) It includes cross functional interaction (integration)

What are the steps for maintenance process?

1) Create Notification 2) Create Maintenance Order Plan 3) Release the Order 4) Execute the Order 5) Complete the Order

Elements of a maintenance order (or what is maintained)

1) Header Data 2) Object List 3) Order Operation 4) Material List 5) Settlement rule 6) Costs (estimated/planned/actual)

What items can you update using overall completion confirmation?

1) Limited ability to change order 2) Status "technically completed" 3) Create settlement rule 4) Deletion flag for purchase requisitions 5) Close open reservation 6) Close open capacities

3 Methods for Planning Costs

1) Manual - using structure-oriented planning, cost element-based detailing planning or unit costing 2) Automatic - using costing data of the assigned activities 3) Easy Cost Planning - this assumes using execution services to enter the commitment and actual cost data

What do you reference when you create a notification?

1) Material with Serial Number 2) Equipment 3) Functional Location 4) Assembly 5) OR NOTHING AT ALL

Types of Period Closing Activities

1) Settlement 2) Template Allocation 3) Overhead Rates 4) Project Interest Calculation 5) Cost Forecast 6) Progress Analysis 7) Results Analysis 8)Incoming Orders

Examples of Manual Planning Cost Methods

1) Structure-oriented planning 2) Detailed planning of primary costs and activity inputs 3) Unit Costing

What are the functions of the Maintenance BOM?

1) Structuring of the object 2) Spare parts planning in the order 3) Spare parts planning in the task list

What do you do for the overall completion confirmation?

1) confirm working time or actual hours worked 2) Enter measurement values for the activity

List 3 Operative Indicators of the WBS

Account Assignment Element, Planning Elements, Billing Elements

What are the 3 ways to record time?

CATS, confirmation, internal cost

What views are maintained in the master record for the functional location?

General, Location, Organization, Structure

What is CATS integrated with?

HR, PS/PM/CS, CO, MM

What views must be maintained for notifications?

Header Data/Notification, Notification Items, Activities, Tasks

Within the network, what do we define?

Internal activity, external activity/service, costs activity

Categories of Maintenance BOMs

Material BOM, Equipment BOM, BOM for functional location

When you technically complete the order, do you have to complete the maintenance order and notification together?

NO, we can complete the maintenance order and notification separately OR together with assigned notifications

What do materials establish the link between?

PS and SD, Materials Management, and PP

3 Characteristics of WBS elements

Project services, operative basis for cost planning, time scheduling and budget allocations, *hierarchical*

MM integration points for Non-Stock Materials

Purchase Order Goods Receipt

Types of Budget Updates

Return, transfer, supplement

Where do you maintain the serial number on material master record?

Sales: General/Plant D General Plant Data/Storage 2

What is a float?

The difference between the earliest and the latest dates of an activity. Can be zero or negative (negative is critical)

What is defined within the organizational data view of the equipment master record?

account assignment information such as company code and cost center, responsibilities such as maintenance planning plant

Essential Elements of Networks

activities, activity element, relationships

What does the project planning board do?

allows us to assign/schedule activities to the WBS elements and define scheduled start/end dates

What are the functions of the availability control?

budget updates, budget releases, budget carry forward, original budget

What does the Availability Control control against?

controls against current budget, against budget releases and whether project cost can be increased

What is recorded for notification items?

damage location, damage, cause of damage

How is service processing different with services?

entry and acceptance of services is performed instead of goods receipt

What is a dependency in respect to asset maintenance?

equipment

What can be set-up to automatically be created along with the asset master record?

equipment master record

4 Views that must be maintained for equipment master record

general, location, organizational data, structure

Ways to Create a Maintenance Order?

i) Direct creation of order ii) Creation of order based on notification iii) Combination of maintenance notifications for maintenance order iv) Entry of order with subsequent activity report v) Automatic generation of maintenance from maintenance item

What is equipment?

individual physical object to be maintained as an autonomous unit

What distinction does the project structure draw between resources?

internally processed activity and externally processed activity

How does the maintenance BOM differ from other BOM's?

it only contains items relevant to plant maintenance

What is the PRIMARY reason you need an equipment master record?

maintenance

What do WBS elements represent of the project?

model

Relationship between WBS element and a network?

networks and activities are the steps to accomplish the WBS steps

What do networks represent in a project?

processes or tasks

MM integration points for STOCK materials

reservation goods issue

What uniquely identifies a material piece of equipment in inventory management?

serialized number

What is defined within the structure view of the functional location master record?

structure indicator, higher-level functional location, or equipment

What is an object list?

used to compile multiple notificaitons

Within the internal activity function, what do we define?

work, dates/capabilities, costs

Can you reverse a technical completion?

yes