Performing Crew Capacity Planning

PeopleSoft Maintenance Management enables craft supervisors to plan crew capacity for a future scheduling period. They select a crew associated with a business unit and shop, select a future period, and the system calculates total values for the base capacity and adjusted capacity for the crew. The craft supervisor modifies the adjusted capacity values for each craft based on their personal experience and knowledge, which updates the totals. When a scheduler schedules a crew to one or more work orders on the Crew Scheduling Workbench, the crew capacity plan for that crew is updated based on the new crew assignments.

To determine crew capacity, you must set up a schedule pattern and generate schedule periods based on this pattern. Once a crew capacity is tied to the pattern, the user can add new periods with the initial period start date. Typically, the craft supervisor updates each resource's schedule with meetings, appointments, vacation, and more. The system acknowledges these commitments when determining crew availability and capacity. The accuracy of the crew availability and capacity depends upon whether you maintain each resource's calendar and routinely update the resource availability cache record.

Effective dates are important in determining crew capacity. Each resource is assigned to a shop as of an effective date. The crew definition is effective-dated, the shop is effective-dated, and the schedule pattern set up for the crew is based on a date range. If you create a resource on a date falling after the effective date of the crew, the system adds the resource to the shop but it will not add the resource to the crew. For example, if the effective date on the Define Crew page is 3/04/06 and you create an additional resource and associate it with the shop on 3/5/06, then you cannot add this resource to the crew without changing either the effective date of the crew or the effective date of resource's association with the shop.

You create a crew capacity plan for a crew based on a specific schedule period, which is generated from the crew's schedule pattern. The schedule pattern defined in the Crew Definition component is effective-dated, which means that the schedule pattern of a crew might change over time. Therefore, when adding a new crew capacity plan, the system must ensure that only valid schedule periods are used to create the new crew capacity plans. Valid schedule periods are the current and future periods that are valid for the crew schedule pattern as of the start date of the period. When you create a new crew capacity plan, the system calculates specific plan elements, which include:

• Base capacity

  Base capacity is the crew's calculated total available hours based on the crew resources' weekly shift hours and their capacity allocation percentages in that crew. A crew's total base capacity in hours is the sum of the base capacity calculation for each craft, which appears on the Crew Craft Capacity - Details tab of the Crew Capacity page.

  Base Capacity (hours) = Total hours in a crew member's assigned shift * Crew member's capacity %

  You assign a capacity percentage to each crew member on the Define Crew page. This percentage represents the time allocated for each crew member to work on a specific crew.

  Note: The base capacity does not take holidays into account. For example, the base capacity of the resource for the week of July 4 holiday (07/02/06 through 07/08/06) will be 40 hours, assuming an 8-hour day, Monday through Friday shift. The base capacity will not consider 07/04/06 as a holiday.

  This table describes John Clark's time allocation to different crews:

  Shop	Crew	Capacity %
  Shop A	Crew 1	25
  Shop B	Crew 2	25
  Shop A	Crew 3	50

  Crew members must be listed as resources in the shop associated with their crew. Each resource assigned to a shop is associated with a shift, as shown by this table:

  Crew Member/Craft	Shift	% Capacity for Crew 1	Biweekly Base Capacity (hours)	Total Base Capacity/Craft (hours)
  #1 Electrician	L1 = 8 hour/day, 5 days/week, 40 hours/week.	100	80.00	80.00
  #2 Electrician	L1 = 8 hour/day, 5 days/week, 40.00 hours/week.	50	40.00	120.00
  #3 Mechanic	L1 = 8 hour/day, 5 days/week, 40 hours/week.	100	80.00	80.00
  Crew 1 Total Base Capacity				200.00

• Adjusted capacity (hours, days, headcount)

  Adjusted capacity = Base capacity – All commitments (meetings and so on) on the resource's calendar.

  The system initially calculates the adjusted capacity for each craft in hours, days, and head count.

  The total adjusted capacity amounts that appear for the crew equal the sum of the craft values.

  Schedulers can adjust the values in adjusted capacity fields for each craft based on their knowledge of any external circumstances affecting each crew member. The system recalculates total adjustment values for the crew based on any changes to these values that the scheduler enters.

  The accuracy of these calculations depends on the timely management of a resources schedule, as well as the timeliness of the PeopleSoft Resource Management Availability Cache Record.

  Note: The adjusted capacity takes holidays into account as long as the cache record is updated correctly based on the setup for scheduled holidays. For example, the adjusted capacity of the resource for the week of the July 4 holiday (07/02/06 through 07/08/06) will be 32 hours, assuming an 8-hour day, Monday through Friday shift. The adjusted capacity will consider 07/04/06 as a holiday, as long as the cache is updated.

  • Adjusted capacity (hours)

    Adjusted capacity (hours) = Base capacity – Assigned hours for meetings, appointments, and more in a resource's schedule during the designated period

    Adjusted capacity (hours) initially appeared on the Crew Craft Capacity - Details tab.

    For example:

    The resource schedule for crew member #1 in the previous example indicated one day (8 hours) for vacation, and no additional assignments were scheduled for crew member #2.

    The adjusted capacity in hours for the craft Electrician is 120.00 hours – 8.00 hours = 112.00 hours.

    Crew member #3 has a 4-hour appointment scheduled.

    The adjusted capacity in hours for the craft Mechanic is 80.00 hours – 4.00 hours = 76.00 hours.

    The total adjusted capacity in hours for the entire crew equals the adjusted capacity hours for Electricians (112.00 hours) + the adjusted capacity hours for Mechanics (76.00 hours) = 188.00 hours.

  • Adjusted capacity (days)

    The adjusted capacity in days for each craft is the adjusted capacity in hours divided by the standard hours per workday as defined in the shop.

    For example:

    The adjusted capacity in days for an Electrician = 112.00 (the adjusted capacity in hours) / 8.00 hours (the standard hours per workday defined in shop) = 14.00 days for Electricians.

    Mechanics = 76.00 hours / 8.00 hours = 9.50 days

    The total adjusted capacity in days for the crew is Electrician (14.00 days) + Mechanic (9.50 days) = 23.50 days.

  • Adjusted capacity (head count)

    The adjusted capacity based on headcount equals the craft's adjusted capacity days divided by the number of work days in the scheduled period.

    For example:

    For an Electrician, 14.00 days (adjusted capacity days for an Electrician) / 14.00 days (the number of work days in the schedule period) = 1.00 Adjusted capacity headcount for an Electrician.

    For a Mechanic = 9.50 days / 14.00 days = .68 Adjusted headcount for a Mechanic.

    The total adjusted capacity based on headcount for the crew is Craft 1 (Electrician) headcount (1.00) + Craft 2 (Mechanic) headcount (.68) = 1.68 headcount total adjusted capacity for the crew.

• Total cost

  Total cost for each craft = Adjusted capacity in hours * Hourly cost rate.

  The default hourly cost rate on the Crew Craft Capacity - Potential Cost Revenue tab is derived first from an hourly cost rate set up for the craft entered on the Craft Rates page of the Shop, or the value is derived from the generic labor cost rate specified in the shop or work order business unit.

  For example:

  The total cost for Electricians = 112.00 (The adjusted capacity in hours) * 150.00 USD Hourly cost rate) = 16,800.00 USD

  Because the rate for Mechanics is not specified on the Craft Rates page of the shop: 76.00 hours. (Adjusted capacity in hours) * 100.00 USD (The default labor cost rate from the business unit) = 7,600.00 USD total cost for Mechanics.

  Total cost is the sum of each craft's total cost or 16,800.00 USD + 7,600.00 USD = 24,400.00 USD

• Total potential revenue

  Total potential revenue for each craft = Adjusted capacity in hours * Hourly bill rate)

  The default hourly bill rate on the Crew Craft Capacity - Potential Cost Revenue tab is derived first from an hourly bill rate set up for the craft entered on the Craft Rates page of the Shop, or the value is derived from the generic labor bill rate specified in the shop or work order business unit. Total potential revenue for each craft is equal to the adjusted capacity in hours (112.00, Electricians) * Hourly bill rate (200.00 USD) = 22,400.00 USD. * Default labor bill rate from the business unit (110.00 USD) = 8,360.00 USD.

  For Electricians, the total potential revenue = 112.00 hours. (The adjusted capacity in hours) * 200.00 USD (The hourly bill rate) = 22,400.00 USD total potential revenue for Electricians.

  Because the rate for Mechanics is not specified on the Craft Rates page of the shop, the default bill rate from the business unit is used: 76.00 hours. (The adjusted capacity in hours) * 110.00 USD (The default bill rate) = 8,360.00 USD total potential revenue for Mechanics.

  The total potential revenue is the sum of each craft's total potential revenue: 22,400.00 USD (Electricians) + 8,360.00 USD (Mechanics) = 30,760.00 USD

• Total workdays

  Total workdays equal the total number of days the shop is open based on the schedule period. For example, if the schedule period is weekly and the standard operating hours of the shop as defined on the Shop Definition page indicate that the shop is open on Monday for 8 hours, Tuesday for 8 hours, and Wednesday for 4 hours, then the Total Workdays equals 3 days for the weekly schedule period. Even though the shop is only open for 4 hours on Wednesday, it is counted as one workday.

• Average target load percentage

  This figure is the weighted average of the target load percentage of each craft associated with the crew. The target load percentage for a craft is determined by the scheduler based on the scheduler's knowledge of any unscheduled or emergency works that might come in during the scheduling period. After the initial creation of a crew capacity plan, the scheduler can enter a target load percentage for each craft, which is used to calculate the target hours for each craft.

  For a craft: Target load % * Adjusted capacity in hours = Craft's target hours.

  For example:

  A scheduler enters a target load percentage of 10.00, the target hours will equal to 11.20 hours, then 10.00% * 112.00 hours (Adjusted capacity in hours for Electricians) = 11.20 target hours for Electricians.

  This table shows how the average target load percentage is calculated:

  Craft	Qty Resources	Target Load %	Qty * Target Load %	Average Target Load % = SUM of (Qty * Target Load %) / Total Qty Resources
  Electrician	2	95.00	2 * .95 = 1.90
  Plumber	1	100.00	1 * 1.00 = 1.00
  Carpenter	5	80.00	5 * .80 = 4.00
  				SUM:(1.90 + 1.00 + 4.00)/ 8 = 86.3% Average Target Load %

You can add crafts that are not part of a crew to a crew capacity plan, and you do not have to add these crafts to the crew. You also can copy from an existing crew capacity plan.

The confirmed scheduled hours and the total scheduled hours for a crew capacity plan are automatically updated when you assign and confirm the work order task requirements against the capacity plan in the Crew Scheduling Workbench by using the Confirm Metrics action.

Use the Crew Capacity page (WM_CREW_CAPACITY) to define and update a crew capacity plan.

Navigation:

Maintenance Management > Crew Schedule > Crew Capacity Plan

This example illustrates the fields and controls on the Crew Capacity page. You can find definitions for the fields and controls later on this page.

Use the Crew Capacity page (WM_CREW_CAPACITY) to define and update a crew capacity plan.

Navigation:

Maintenance Management > Crew Schedule > Crew Capacity Plan

This example illustrates the fields and controls on the Crew Capacity page (1 of 2). You can find definitions for the fields and controls later on this page.

This example illustrates the fields and controls on the Crew Capacity page (2 of 2). You can find definitions for the fields and controls later on this page.