Jerry Miller Utilities Product Architect

IBM Maximo for Utilities

L e t s b u i l d a s m a r t e r p l a n e t 2010 IBM Corporation1

 Energy & Utilities Value Chain
Notable Success
Commercial
Customer

Retail
Extraction Generation Transmission Distribution Customer
Field Crude oil & Fossil Generation High Voltage Work Management
development gas Hydro Generation transmission Operations Management
Drilling Production Nuclear Power Substations
operations Mining Coal Wind Power Mobile Inspection

300+ Utilities Clients
Growing market share in all sectors
17 of 30 Fortune 1000 Utility Companies
Investor Owned, Merchant, Municipal or Agency
Key Utility Sectors
Fossil/Hydro Generation 45% North American
Fossil Generation and 55% of North American 3. Capabilities Feature rich solution for
Hydro Power Generation
Top Reasons for Selecting Maximo for Utilities
1. Consolidation of asset management
solutions for Power Generation, Electric &
Gas T&D, Facilities, Vehicles, & IT assets
2. Technology J2EE Certified, Service
Oriented Architecture (SOA) platform
standardization, scalability, usability, security
managing nuclear power & T&D assets

4. Convergence of OT & IT IT systems are

Nuclear Power 12 Customers, 55 Units
WW Presence.
T&D Transmission and Distribution
Substation Maintenance, Gas Transmission,
Gas Distribution, Water and Waste Water
leveraging the utilities ability to stay competitive
5. Leadership Position In both the Gartner
MQs and ARC EAM WW Outlook
6. People Two dedicated development teams
and client development partners for Nuclear
and Transmission & Distribution
2
 What we often see in the Utility industry
Business Units operate within isolated Asset Management Silo systems
On rigid architectures preventing upgrades to new releases/functionality
Each with many pop-up apps built in Access or Excel and critical to supporting the business
No Governance, e.g. back-ups, etc.
Often built by users and duplicated by different users across the business
Commonly used business processes are duplicated but isolated - e.g. Supply Chain, Work Mgmt

Transmission & Vehicle Corporate Functions:

Fossil Generation Nuclear Generation IT Asset Mgmt
Distribution Maintenance
Facilities Mgmt

Work Mgmt Work Mgmt Work Mgmt Work Mgmt Work Mgmt
Plan & Sched Plan & Sched Plan & Sched Plan & Sched Plan & Sched
Asset Mgmt Asset Mgmt Asset Mgmt Asset Mgmt Asset Mgmt
Contract Mgmt Contract Mgmt Contract Mgmt Contract Mgmt Contract Mgmt
Supply Chain Supply Chain Supply Chain Supply Chain Supply Chain
Action Tracking Compatible Units Est Warranty Mgmt Service Desk

Pop-up Apps Pop-up Apps Pop-up Apps Pop-up Apps Pop-up Apps

3
 Maximo Utility Industry Asset Management
Fossil Nuclear
Generation Generation

Single set of common business

process tailored for unique
requirements of each business User Interface
Aligned with the business objectives Integration
and processes of each business
Driving cross enterprise reporting, Business Process
adoption of common best practices
and cross business sharing of Business Logic
resources labor, materials, etc.
Data Model

Single instance (or at least regional

instance) of H/W, S/W and
Database supporting the global
enterprise
Corporate Functions: Transmission
On a modern Service Oriented IT Asset Mgmt & Distribution
Architecture (SOA) resulting in Facilities Mgmt
dramatic reduction in system cost
and complexity
Often very significant reduction in
number of applications to support,
including pop-up apps
Vehicle
Maintenance

4
 Trends in Transmission and Distribution Operations
Traditional Distribution
Intelligent Utility Networks Characteristics
Infrastructure
Customer energy
management
More accurate billing
Meter Advanced Meter Improved power
forecasting
Remote shut on/shut off

Improved outage restoration

New products and services
IUN & Network Automation Improved safety for
Standard Grid line-workers
and Analytics
Automated information
about equipment status

Responsive service
New construction and
planning
Emergency & Unplanned Planned Inventory and procurement
integration
Decreased capital cost

1985 1990 1995 2000 2005 2010 2015 2020

Source: IBM Institute for Business Value (IBV) analysis

5
 Maximo for Utilities
V is io n
E n h a n c e M a x im o t o s u p p o r t T r a n s m is s io n a n d D is t r ib u t io n
u tilit y w o r k p r o c e s s in E le c tr ic , G a s a n d W a te r .
S u p p o r t t h e d e s ig n , c o n s tr u c t io n , a n d a c c o u n tin g f o r n e w
u tilit y in f r a s tr u c tu r e .
F u r th e r d e v e lo p m e n t is n o w f o c u s e d o n s u p p o r tin g IU N /
S m a r t G r id f e a tu r e s f o r a s m a r t e r p la n e t , f u tu r e d e v e lo p m e n t
w ill e x t e n d c a p a b ilit ie s t o g a s a n d w a t e r s e g m e n t s a s w e ll a s
e le c t r ic t o m a x im iz e b u s in e s s o p e r a t io n s w ith a d v a n c in g
te c h n o lo g y
T h e In t e g r a tio n F r a m e w o r k s u p p o r ts th e c u s t o m e r
e c o s y s t e m o f s o f t w a r e p r o d u c t s t h a t s u p p o r t d is tr ib u t io n
m a n a g e m e n t ( O M S , D M S ) a n d u tilit y o p e r a t io n s ( G IS , C IS )
O n ly v e n d o r in t h e le a d e r s q u a d r a n t in G a r t n e r s
A n a ly s is o f E n t e r p r is e A s s e t M a n a g e m e n t fo r T r a n s m is s io n
a n d D is t r ib u t io n
H is to r y
IB M d e v e lo p e d a n d m a r k e t e d M a x im o C U E f o r M a x im o
v4
M a x im o f o r U t ilit ie s v 5 .2 w a s r e le a s e d in 2 0 0 4 w it h a n
in it ia l f o c u s o n C o m p a t ib le U n it E s t im a t in g a n d C r e w
M a n a g e m e n t w a s a d d e d in 2 0 0 5 f o r v 6
M a x im o f o r U t ilit ie s 6 .1 a d d e d p r o d u c t G IS in t e g r a t io n
to A r c G IS s e r v e r s u p p o r tin g g e o s p a tia l m a n a g e m e n t
c a p a b ilit ie s in a n a s s e t /w o r k m a n a g e m e n t s y s t e m
M a x im o f o r U t ilit ie s 7 .1 .1 is c u r r e n t ly a v a ila b le a d d in g
C P M f o r C r e w s a n d t h e S e r v ic e A d d r e s s a p p lic a t io n
s u p p o r t in g p r e m is e g e o - c o d in g
IB M M a x im o fo r U t ilitie s S u p p o r ts D B 2 , O r a c le a n d S Q L
S e rv e r.
U tility c lie n ts / d e v e lo p m e n t p a r tn e r s
MUWG Maximo Utilities Working Group
6
 A Comprehensive Approach to Industry Solutions
Advisory Industry Best
Councils Thought Practices
Leaders

Deep Domain
Industry Expertise
User Communities

Implementation
Methodology
Approach
Development
Partners
Products &
Strategy
Services
Specialized Tools
& Accelerators

Domain Certified
Expertise on Staff Personne
l

Closed
Architecting Loop Specialized
for Industry Program Support Staff
Ecosystem

We invest across the business to develop, deliver, and support a solution to

help your business address challenges, manage risk, and seize opportunities.
7
 Maximo for Utilities at a Glance ( 40+ Utilities Customers 100 + Spatial)

Major Components:
CU (Compatible Unit) Library and Estimating Standards based estimating

Crews provide full support for crews (a collection of resources working together)
Maximo Scheduler CPM for Crews
TD Adapter downloadable from OPAL- extensions to the MEA Maximo
Enterprise Adaptor (Integration Framework)
Mobile Work Force Management
Graphical Design Tool
Fixed Assets

Maximo Spatial Asset Management GIS Integration to ESRI ArcGIS Server

Added GIS Map Tab to Work Order, Asset, Location and Service Request Applications to
Spatially enable these applications.
Service Address Application supports Premise Geo-coding
Goal was to make GIS look like a natural part of Maximo
8
8
 IBM Maximo for Utilities Overview
Supports work and asset management for transmission and distribution in water,
gas and electric utilities.

Helps increase asset and resources effectiveness by providing a platform to support all types
of asset classes and all types of work in water, gas and electric utilities.

Create detailed estimates with Compatible Unit Estimating (CUE) and a multilevel compatible
unit library

Manage crew type and crew makeup with enhanced crew management while tracking labor
skills and certifications

Integrated with fixed-asset accounting, mobile workforce management and graphical

design tools based on SOA

Includes Maximo Spatial to support map-based user interface built on ESRI ArcGIS technology.

Integrated work and asset management functionality on a modern, J2EE standards based
platform including supply chain management, contact management, and SLA.

9
Magic Quadrant for Enterprise Asset Management for
Transmission and Distribution

16 September 2009
Gartner, Inc.
Kristian Steenstrup
T&D
D: G00170316

The Magic Quadrant is copyrighted September 2009 by

Gartner, Inc. and is reused with permission. The Magic
Quadrant is a graphical representation of a marketplace
at and for a specific time period. It depicts Gartners
analysis of how certain vendors measure against criteria
for that marketplace, as defined by Gartner. Gartner does
not endorse any vendor, product or service depicted in
the Magic Quadrant, and does not advise technology
users to select only those vendors placed in the
Leaders quadrant. The Magic Quadrant is intended
solely as a research tool, and is not meant to be a
specific guide to action. Gartner disclaims all warranties,
express or implied, with respect to this research,
including any warranties of merchantability or fitness for a
particular purpose. This Magic Quadrant graphic was
published by Gartner, Inc. as part of a larger research
note and should be evaluated in the context of the entire
report. The Gartner report is available upon request from
IBM.

10
 Maximo for Utilities Industry Solution Covers a large footprint with most distribution customers

Asset Management Customer Service Work

Project Mgt Trouble
Real-Time Systems
Investment Calls Network
Asset
Asset Routine
Routine Project Customer Outage Events SCADA
Investment
Investment
Programs
Work
Work Project Customer Outage SCADA //
Planning Generation
Inspection Management
Management Service
Service Management
Management EMS
EMS /DMS
/DMS
Planning Generation & Routine Outage
Maint. Work Status
Asset Maintenance Rules Asset Service Repair
Status As-Designed
Analytics Condition Status Work Network Data
Data Historian
Historian
Asset Asset
Asset Model
Asset
Asset
Asset
Asset Records
Records
Asset
Analysis
Analysis Asset Customer
Analysis
Analysis
Analysis
Analysis Management
Management
Project Service Asset Attributes
Data
History Work Work

Asset
Value Plant
Plant
As-Built
Facilities Work
Work Work Management
Accounting
Accounting Property and Field Initiation
Initiation
Follow-up Initiated
Finance
Finance && Actual Units Data Work Work GIS
GIS
Compatible
Compatible
Accounting
Accounting Payments Unplanned Units
Units (CUs)
(CUs)
Work Existing Changed
Actual Labor CUs Facilities Facilities

HR Time CUs
HR Time Mgt. Mgt. Designs &
Payroll
Payroll Entry
Entry Work
Work Data Work
Work Data Work
Work As-Builts Graphic
Reporting
Reporting && Management
Management Planning
Planning && Graphic
Design
Design
Back-Office Actual Closing
Closing && Tracking
Tracking Estimating
Estimating Work to
Design
Labor

Supply Chain Scheduled Mgt. Planned

GL
Accounts Spatial Systems
Work Data Work
Materials
Materials Actual
Management Work
Management Materials Billing
Completion Finance
Finance &&
Requests Accounting
Details Work
Work Accounting
Contract
Contract Actual Scheduling
Scheduling Material Material
Management
Management Contractor Work Status
Status Reservations Back-Office
Work to Crew Work Purchase
Mobile Data Dispatch Configuration Forecast Requests
Mobile Work
Field Network Details Work Crew Capacity
Capacity Materials Re-Order
Field Work Crew Planning
Planning && Materials Procurement
Procurement
Recording
Recording Work Dispatch
Dispatch Composition
Composition Forecasting Management
Management Requests
Details Forecasting
GIS Data

Resource Management Supply Chain

11
11
 Add-on Products, Partner Solutions, and the MIF can provide interoperability to the rest

Asset Management Customer Service Work

Project Mgt Trouble
Real-Time Systems
Investment Calls Network
Asset
Asset Routine
Routine Project Customer Outage Events SCADA
Investment
Investment
Programs
Work
Work Project Customer Outage SCADA //
Planning Generation
Inspection Management
Management Service
Service Management
Management EMS
EMS
Planning Generation & Routine Outage
Maint. Work Status
Asset Maintenance Rules Asset Service Repair
Status As-Designed
Analytics Condition Status Work Network Data
Data Historian
Historian
Asset Asset
Asset Model
Asset
Asset
Asset
Asset Records
Records
Asset
Analysis
Analysis Asset Project Customer
Analysis
Analysis
Analysis
Analysis Management
Management Service Asset Attributes
Data
History Work Work

Asset
Value Plant
Plant
As-Built
Facilities Work
Work Work Management
Accounting
Accounting Property and Field Initiation
Initiation
Follow-up Initiated
Finance
Finance && Actual Units GIS
GIS

Maximo
Data Work Work Compatible
Compatible
Accounting
Accounting Payments Unplanned Units
Units (CUs)
(CUs)
Work Existing Changed
Actual Labor CUs Facilities Facilities

HR Time CUs
HR Time Mgt. Mgt. Designs &
Payroll
Payroll Entry
Entry Work
Work Data Work
Work Data Work
Work As-Builts Graphic
Reporting
Reporting && Management
Management Planning
Planning && Graphic
Design
Design
Back-Office Actual Closing
Closing && Tracking
Tracking Estimating
Estimating Work to
Design
Labor

Supply Chain Scheduled Mgt. Planned

GL
Accounts
Work Data Work Spatial Systems
Materials
Materials Actual
Management Work
Management Materials Billing
Completion Finance
Finance &&
Requests Accounting
Details Work
Work Accounting
Contract
Contract Actual Scheduling
Scheduling Material Material
Management
Management Contractor Work Status
Status Reservations Back-Office
Work to Crew Work Purchase
Mobile Data Dispatch Configuration Forecast Requests
Mobile Work
Field Network Details Work Crew Capacity
Capacity Materials Re-Order
Field Work Crew Planning
Planning && Materials Procurement
Procurement
Recording
Recording Work Dispatch
Dispatch Composition
Composition Forecasting Management
Management Requests
Details Forecasting
GIS Data

Resource Management Supply Chain

12
Product Discussion Disclaimer General Product Direction

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
 M a x im o fo r U tilitie s 7 .1 .1 is c u r r e n tly a v a ila b le a d d in g C P M fo r
C r e w s a n d th e S e r v ic e A d d r e s s a p p lic a tio n s u p p o r tin g p r e m is e
g e o -c o d in g a n d S p a tia l 7 .1 .1 S u p p o r ts E S R I 9 .3 .1 a n d is b u ilt
u s in g th e J a v a S c r ip t R E S T A P I 1 .5
Release 7.1.1
E n h a n c e C U E P e rfo r m
A c c e p ta n c e Spatial 7.1.1.1 now available supporting ESRI 9.3.1 SP1
U I Im p r o v e m e n t s
C r e w G a n t t V ie w
S e r v ic e A d d r e s s S u p p o r t s
G e o - C o d in g *
A u to C r e a te , A u to L o c a te
W o rk O rd e rs & S R s *
P o ly g o n S e le c t io n S e t s
w it h d e f in e d A c t io n s *
S in g le C lic k L in k in g *
H ig h lig h t lin k e d A s s e t s a n d
L o c a t io n s *
G IS S y n c h r o n i z a t i o n *
G IS A d m . D e f i n e s U s e r M a p
S e r v ic e s b y s it e *
S u p p o r t M u lt iG e o D a t a b a s e s *
S u p p o r t s A r c G IS S e r v e r 9 . 3 . 1
* D e liv e r e d t h r o u g h S p a t ia l

14
 Maximo for Utilities -- Roadmap
Released 6.3 Released 7.1 Release 7.1.1 Release 7.1.2
September 2007 December 2008 eGA Dec 2009 eGA Q4 2010
Services for CUE Port to Maximo 7 Enhance CUE Perform
Multi-site Support Acceptance Work Order Pre-requisites
Specific Spatial Install Meter Asset Lifecycle
GIS Spatial Release UI Improvements
Mgmt
Map Tab for: Work Order, Map Tips Scheduler for Crews Bulk receipt
Gantt View Import meter data
SRs, Assets and Locations
Graphic interaction On Map Meter Sampling
Link GIS Feature to Maximo Service Address Supports
between Feature & Result Bulk Deploy
Geo-Coding
Entity Set
Auto Create, Auto Locate Spatial Enhancements
Expose GIS Controls via
Spatial SigOption Security Work Orders & SRs Own roadmap
MBOs
Polygon Selection Sets
Supports Point, Line, Variable OH Cost For CUs Future:
with defined Actions Capital Work Planning and
Polygons Forecasting,
Associate CUs Single Click Linking
Dispatch and Routing
Non-Version & Version Editing to Task Type
Highlight linked Assets and Graphical Crew,
Layer Filtering WO Crediting & Unit Reporting
Locations
Supports ESRI ArcGIS
Supports ESRI Server 9.3 GIS Synchronization
ArcGIS Server 9.2
Supports ESRI ArcGIS
Server 9.3.1
All dates are estimates and specific content is subject to change.
Maximo 6.2.3 Maximo 7.1.1.4 Maximo 7.1.1.7 Maximo 7.1.2

15
15
Maximo for Utilities 7.1.1 Released December 18, 2009

Product Features for Utilities 7.1.1

CU Estimating
Performance Improvements
Improve ease of use
Improve integration to graphical design tools

Work Order, Service Requests, Locations

Service Address Tab

Scheduler for Crews

CPM Calculation
Visualize resource requirements
Drag and drop updating of start and end dates
16
Enhancement Improve Performance
What is it?
The Actions for Perform Estimate and Perform
Acceptance within CU Estimating were re-
designed to improve the speed of these actions.
The user will continue to select these choices
from the Action Menu.

Business Value
Customer will be able to work effectively with
larger estimates.

17
Enhancement Improve Ease of Use

Within CU Estimating the Estimate Request tab and the

Stations tab were redesigned.

Fields grouped more logically

More use of non-persistent fields
Reduce the need to manually create work set records
Allow user to see all CUs for an estimate version
Field level help and error messages were updated for the
most common support questions.
18
Enhancement Improve Integration for Graphical Design Tools

The graphical design tools currently on the market do not

support Maximos concept of a Work Set.
This release will reduce the need for the user to manually
create work sets and Maximo will create new work sets
automatically.
By adding the logic to create work sets automatically, the
integration with Graphical Design tools will be easier.

19
 Service Address
NEW - Service Address App
Problem need a common way to identify a physical locations
Solution added Service Address to all spatial enabled applications
Service Address fields added to Assets, Locations, Work Orders and Service Requests
Enables search by address in Maximo Advanced Search
Address fields can be exposed on application form using App Designer

20
Enhancement WO Track changes for Scheduler

What is it?
There are new scheduling fields on the WO Tracking application
to display the critical path dates for the work order and the tasks.
These fields are updated by the new Scheduler application.

The work order can also be excluded from the Gantt view in the
Scheduler application.

Duration is calculated from the effort hours on the Plans tab.

21
Enhancement Scheduler for Crews

What is it?

A new application that allows the user to define a project of work

orders and the resource pool that will perform the work.

The application displays the project as a Gantt view, calculates

CPM dates, allows the user to update due dates with the goal of
levelizing resources.

22
Enhancement Scheduler for Crews

23
Enhancement Scheduler for Crews
Business Value

Will assist the user in planning the work to be done in the

next week, month or quarter. This process will identify
when overtime or contractors must be used to meet the
work load demands. By matching work load with all
available resources in a graphical format a better
schedule can be created.

Work List Displays all work orders and tasks that were
defined for the project. Columns can be configured and
dates can be manually updated.

Gantt View Displays task dependencies, allows task

dependencies to be edited, calculates critical path,
supports drag and drop due dates and commits new due
dates to work orders.
24
Enhancement Scheduler for Crews
Resource View
Displays a list of resources that are
required on the selected work orders.
Can also view additional resource pools
that are not included as required for list of
work orders.

Resource Demand
Displays the number of resources
required and allows the user to compare
resources required with resources
available for the time period.
25
Product Features for Base Maximo 7.1.1.6
Base Maximo added new features in the 7.1 release which will
now be supported by the Maximo for Utilities solution.
Attribute searching for Classifications
Compatible units can be searched by any attribute or attribute
value within the CU Library.
Use Cases
A Gas Designer is looking for valve that fits a 4 cast iron main
and uses the attribute search dialog to display all CUs that are
for use on 4 cast iron pipe.
Business Value
Will help Users quickly find the right CU within a large CU Library.

Enhancement Base Maximo 7.1.1.6

New features not directly related to the Maximo for Utilities solution
Web Services Interactions
ITM for Maximo (Monitoring)
Cognos Report Integration
26
Maximo Spatial Asset Management @ Pulse 2010 Las Vegas USA

27
 -
IBM Maximo Spatial Asset Management
The core of the SAFE architecture software stack, spatially

enabled with ESRI ArcGIS

GIS digital infrastructure data is

the System of Record

GIS

GIS IBM Maximo with ESRI ArcGIS Server

for service management

Perform asset editing and work orders spatially..

Extensible e.g., workforce routing, geo--spatial processing..
28
Maximo Spatial - Features and Benefits

More Accurately When a new service request is created, either manually or through a call
define work center, having access to a map of the region to determine the location of the
locations problem leads to a more efficient resolution.

Ability to look at a number of open work orders and create a project or work
Plan and schedule
package using a map view. Query work order by status, work type or craft
work by area
requirements to find related work.

Query a map by When trying to locate an asset or work order users can query the map by a
Address specific address.

Optimize By having a work orders location accurately specified, there is less time spent
technicians travel on travel trying to find the correct address or location, and less time traveling
time between work locations inefficiently.

Ability to overlay information on a map like traffic or weather information, asset

Advanced analytics failure history or population to prioritize work, schedule outages or plan future
maintenance projects.

29
Demonstration of Maximo for Utilities 7.1.2 Beta
Revenue Meter Lifecycle Asset Management

30
Meter Assets Application

Supports meters as an asset record

31
 Test Results Tab

Supports test results

Able to import an XML or text file from a third party testing application
Create WO
Work order creation is needed for replacing or retiring a meter
32
 Define Meter Templates

Templates determine the number of meters that will be sampled depending on the
population size. Both linear and non linear sampling templates can be defined.

33
 Define Meter Sampling Groups

Homogeneous groups of meters that will be sampled according to the assigned sampling template.
Supports the ability to define a sampling group by a SQL statement.
Supports the ability to update the sampling group field for all asset records that match the SQL statement.

34
 Generate Meter Sampling WO

This dialog displays the last sampling batch details for reference.
This dialog allows user to define the work order details for the sampling work orders that will be created.
A cron job will create the work orders in the background after the user selects the Generate WO button.

35
 Q u e s t i o n s ?
Terry Saunders (terry.saunders@us.ibm.com) for general product questions

Gary Cooper (gcooper@us.ibm.com) for Maximo Spatial questions (GIS)

Jerry Miller (jerrym1@us.ibm.com) for Utilities T&D questions

Ron Wallace (ron.wallace@us.ibm.com) Utilities & EAM Marketing

Dianne DePuy (ddepuy@us.ibm.com ) Utilities Industry Leader

Kim Woodbury (kwoodbur@us.ibm.com) for commercial & product questions

Don Fenhagen (fenhagen@us.ibm.com) for Spatial Implementation questions

Lets build a smarter planet

36
Questions and Discussion?

Backup Slide Details

37
Maximo for Utilities CU Library Details
Provide Designers and Engineers with a standards-based
means to estimate labor, materials, services and tools to
complete construction work.
Capture costs of doing that work and the proper accounting.
Filter concept supports the variables associated with site
conditions.
Supports 10 levels of parent child relationships.
Recommended best practice is to align the top level CUs with
the organizations construction standards.
There can be one to many relationships among CUs
Each CU is version controlled and only one version can be
active at a time

38
Maximo for Utilities CU Library Sample Hierarchy

39
Maximo for Utilities CU Library Business Process

Create
New CU at
PENDING

Update
Control
Flags

Test and
Add Verify CU
Details

Change
Add CU Status to
Classificati ACTIVE
ons

40
40
Maximo for Utilities CU Estimate Sample Hierarchy

A new estimate request is created for

Estimate
Request each project.

Different versions can be created to

Overhead
Overhead compare costs of different designs.
Internal Underground
Resources
Contractor The filters facilitate copying an estimate
and re-estimating with different site
conditions (such as rock trenching).

Stations or design points are locations

Pole 1 Pole 2 Pole 3 where work is performed. These
Maximo Locn Maximo Locn Maximo Locn
points can be associated to a Maximo
location.

Compatible units are the basic

estimating units which contain the
Compatible Compatible
Unit 1 Unit 2 labor, material and tool
requirements. See the compatible
unit library hierarchy.

41
Maximo for Utilities CU Estimate Business
Process
Identify Est
Work Order Create
Requirements
Tracking Master
Work Order
Manual
Perform Site Process
Assessment
Enter Station /
Design Points Create
Sketch/Design
Apply CU
Parameters Enter Work
Required
Apply CUs
Generate
Estimate
Estimate Request
Accept
Estimate

Apply WO Plan
to Master WO Next Page

42
Maximo for Utilities CU Estimate Process Cont.

Approve &
Prior Page
Execute WOs

Report Actuals

Work Order
Create As Built Compare To Tracking
Estimate Request Estimate Estimate

Variance
YES
NO

Close Work

43
 CU Estimating Tasks by Type
Assignment Manager
The Task Types are logical groupings for the way the work is going to
be performed which is different from the way it is estimated. Task
Type was added to the Advanced Search Screen and is displayed in
the detail section of the work list.

44
CU Estimating Multi Site
Support for Multi-site
Allow estimates to reserve materials from storerooms in another site (all
changes for this application are shown below). This storeroom and site
will be transferred to the target work order during Perform Acceptance.

45
 CU Estimating Variable Overheads

Added Variable Overheads

Allows more out of the box
configuration of overheads
Record 9 is an overhead that will
be applied when the user selects
overhead type = commercial
within the CU Estimating
application. If the Overhead Type
field is null on this screen, the
overhead will be applied to all CU
Estimates.
Business Value Can be used to
change the overhead cost
calculation for each Work Group.

46
CU Estimating CU Services
Added CU Services
Supports Maximos standard services on CUs for costs such as police
details, tree trimming and road repairs after trenching

47
Maximo for Utilities Crew Applications
Planning/Crew Type
Define the basic crew template in terms of craft, qualifications
and tools.
Resources/Crew Management
Create actual crew record using Crew Type as a basis.
Assign labor and tools to the Crew
Work Order/WO Tracking (T&D) & Planning/Job Plans (T&D)
Extended base solution to support Work Groups, Crew Types and
Crews.
Work Order/Assignment Manager (T&D)
Extended base solution to support assigning Crews to work
orders and to filter by Work Group
Labor Reporting (T&D) and Quick Reporting (T&D)
Extended base solution to support entering time by crew. This
will create the labor and tool transactions for the resources
assigned to that crew for the work date.

48
 M a x im o fo r U tilitie s -- R o a d m a p
R e le a s e d 7 . 1 R e le a s e d 7 . 1 . 1 R e le a s e 7 . x . x F u t u r e R e le a s e s
D ecem ber 2008 D ecem ber 2009 eG A TBD eG A TBD
E n h a n c e C U E P e r fo r m IU N E n h a n c e m e n t s P o te n ti a l F u tu r e E n h a n c e m e n ts
P o rt to M a x im o 7 A c c e p ta n c e
M e t e r A s s e t L if e c y c le M g m t
U I Im p r o v e m e n t s C a p ita l W o r k P la n n in g
S p e c i f i c S p a t i a l In s t a ll M e t e r T e s t in g & S a m p l i n g C a p ita l W o r k F o r e c a s tin g
S c h e d u li n g C P M f o r C r e w s W O C r e d itin g & U n it R e p o r tin g
B u lk D e p lo y m e n t o f M e t e r s
M a p T ip s a n d C r e w G a n t t V ie w
U t ilit ie s S c h e d u lin g & P la n n in g
S e r v ic e A d d r e s s t o S u p p o r t M a x im o U t ilit ie s E n h a n c e m e n t s A s s ig n m e n t M a n a g e r E n h a n c e m e n ts
G ra p h ic in te ra c tio n O n M a p P r e m is e a n d G e o - C o d in g * P r e - R e q u is ite s fo r T a s k W O G ra p h ic a l C r e w
b e t w e e n F e a t u r e & R e s u lt S u p p o rtin g C o n tin g e n t W o rk A p p o in tm e n t S c h e d u lin g
Set A u to C r e a te , A u to L o c a te C U & E s tim a tin g M a p T a b
W o rk O rd e rs & S R s * O u t a g e M a n a g e m e n t In t e r o p e r a b ilit y
P o t e n t ia l F u t u re E n h a n c e m e n t s (S A F E & M E A )
S p a tia l S ig O p tio n S e c u r ity P o ly g o n S e le c t io n S e t s P M F o r e c a s tin g F o r C r e w s
w i t h d e f in e d A c t io n s * C U s o n W o rk O rd e rs C u s to m e r C a re
A s s e t C o n v e r g e n c e w ith I T A M
V a r i a b le O H C o s t F o r C U s S in g le C lic k L in k in g * C I S In t e r o p e r a b ilit y (S A F E & M E A )
N e tC o o l I n te g r a tio n -
H i g h l i g h t li n k e d A s s e t s a n d G a s D is tr ib u tio n E n h a n c e m e n ts S p a t ia l U t ilit ie s R e le a s e
A s s o c ia te C U s L o c a t io n s * G a s L e a k P ro c e s s L B S L o c a tio n B a s e d S e r v ic e s
to T a s k T y p e G a s 1 9 2 C o m p lia n c e R o u tin g
G IS A d m . D e f in e s U s e r M a p
S u p p o rt M a xim o L in e a r
S e r v ic e s b y s it e *
S u p p o r t s E S R I A r c G IS S u p p o rts M a x im o S p a tia l * G IS In te r o p e r a b ility *
S e rv e r 9 .3 S u p p o r t M u lt iG e o D a t a b a s e s * S u p p o rts A rc G IS S e rv e r

S u p p o r t s A r c G IS S e r v e r *
S u p p o r t s A r c G IS S e r v e r 9 . 3 . 1 * D e liv e r e d t h r o u g h S p a t ia l
* D e liv e r e d t h r o u g h S p a t ia l
* D e liv e r e d t h r o u g h S p a t ia l

M a x im o 7 .1 .1 .4 M a x im o 7 .1 .1 .6 M a x im o 7 .x .x M a x im o x .x
D is c la im e r - T h e in fo r m a tio n o n th e n e w p r o d u c t is in te n d e d to o u tlin e o u r g e n e r a l p r o d u c t d ir e c tio n a n d it s h o u ld n o t b e r e lie d o n in m a k in g a p u r c h a s in g d e c is io n .
T h e in fo r m a tio n o n th e n e w p r o d u c t is fo r in fo r m a tio n a l p u r p o s e s o n ly a n d m a y n o t b e in c o r p o r a te d in to a n y c o n tr a c t.
T h e in fo r m a tio n o n th e n e w p r o d u c t is n o t a c o m m itm e n t, p r o m is e , o r le g a l o b lig a tio n to d e liv e r a n y m a te r ia l, c o d e o r fu n c tio n a lity .
T h e d e v e lo p m e n t, r e le a s e , a n d tim in g o f a n y fe a tu r e s o r fu n c tio n a lity d e s c r ib e d fo r o u r p r o d u c ts r e m a in s a t o u r s o le d is c r e tio n
49
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