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iSP3 ACCELERATE SOLUTION

ADVANCED RESOURCE ASSIGNMENT (ARA)

The Issue: Assignment Resources by Trade

Most asset-intensive companies manage large pools of resources consisting of

employees, contractors and equipment. Work assignments are usually created

and distributed by schedulers responsible for different disciplines of work. By

providing schedulers the ability to quickly match requirements to the available

resources by skill-set greatly increases their effectiveness. But without the

proper tools, the true potential of company resources will be underutilized.

The Solution: Advanced Resource Assignment

By utilizing iSP3’s Accelerate Solution, planners and schedulers will gain access

to a wealth of tools allowing them to do their jobs more effectively and

efficiently. Additional options on the Scheduling Workbench provides the

ability to filter the planning process to a specific work order, group work

together by equipment, and view work order against child components. Such

simple capabilities make a huge difference in the planning process.

Automated & Manual

Assignment by Trades

Efficient Creation of Rotating

Shift- type Schedule

Tradesmen on Leave Entries

Metric Historical Audit

Capabilities

Effective Resource Workloads

Management

Contractor Time Entry

Enhanced PM Forecasting

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The Crew Availability by Craft program has been greatly enhanced to alloweasier identification of the resource loading by trades within the schedule. Italso assists in determining the number of hours that have been scheduled andunscheduled. This will help to ensure resources are loaded to their idealcapacity of 90%.

JD Edwards currently contains essential information on the resources and workrequirements. The scheduling application has been extended to includefunctionality where filters can be applied directly on the grid through the QBEline. Assigned work orders and tasks flow to the bottom of the list alleviatingthe daunting task of managing a schedule with hundreds of work orders. Themost significant enhancement of this product is its ability to match resources towork based on the default trade without user intervention. Simply by checkingoff two boxes and clicking the assign resource button, the work orders denotedwith the recommended trades will be assigned AUTOMATICALLY to theappropriate individuals with the respective trade qualifications.

Situations will always arise where automation may be limited, but the schedulerhas the ability to redistribute hours as needed at the trade or individual level,allowing significantly more control and precision. The date fields will open sochanges can be made directly without the need to switch between screens.

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To effectively prepare a schedule it is vital that the availability of your resourcepool be up-to-date; therefore, a front-end application called Tradesman onLeave was developed to capture information that deviates from the normalschedule. Not only can individuals indicate time off, it is also possible to assignadditional hours that are available, such as overtime.

Although a fundamental aspect to managing schedules, the process of creatingthe calendar for rotating shift-type schedules is tedious and cumbersome. Theassumption that an individual works Monday to Friday on a weekly basis is notcommon practice for production sensitive industries. The Rotational Shift Inputprogram allows one to enter the pattern for the schedule in terms of night shift,day shift, and non-work day. Once the first work date and pattern have beenestablished the program will automatically generate the work schedule for anentire year.

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Visualizing such a complex schedule on a calendar offers the user the ability to

know work assignments on any given day. During the assignment process,

individual schedules are accessible by clicking a single button.

The PM Projection module has experienced significant changes to produce more

accurate and reliable data, and The Update PM Projection process has been

optimally enhanced to ensure completely accurate, absolutely dependable

results. The PM Forecast Calculator is available allowing results to be shown

on-screen and on-demand.

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Finally, after the work is completed, metrics can be retrieved along with

contractor time for audit purposes. The Contractor Time Entry module

accumulates this information for the purpose of comparative metrics.

The Resource Assignment Global Constants contains settings to control how

many features of the Accelerate Solution will be used. For example, it was

recognized that different companies have unique configuration for identifying

equipment and component relationships. Although the parent-child relationship

is used extensively, it has been found that some companies use the remarks field

(KITL) or description 3 (DL03) to track the parent, such as, package numbers.

Metrics are extremely important to ensure contractor entries are mappedproperly to finance by trade; therefore, the naming convention for trades on thework center is used to identify this information against the payroll codes.

iSP3’s Accelerate Solution is a unique product that will complement yourcompany’s planning and scheduling needs. It will bring efficiencies to yourweekly meetings as well as providing metrics that are vital to continuousimprovement.

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Feature/Function Highlights

Crew Scheduling

o Accurate preventative maintenance projections

o Work order backlog and planning

o Crew availability with loading metrics

o Schedule saving

o Work assignments by trades or individuals

o Re-scheduling

o Completion of work at the header or detail level

Resource Scheduling

o Resource assignments workbench

o Enhanced searching / filtering capabilities

o Visibility into resource competencies, capacity and current

assignments

o Detail resource assignment screens

Working Hours Calendar Generation

o Ability to handle non-standard rotating shifts

o Visual representation of working hours on a calendar

o Tradesmen on leave entries

o Simplified entries to loading metric by trades

Solution Integration

Advanced Planning

Capital Asset Management

Condition-based Maintenance

Financial Management

Human Capital Management

Logistics

Manufacturing

Procurement and Subcontract Management

Project Management

Service Management

Copyright 2011 iSP3 All Rights Reserved.

This document is provided for information purposes only, and the contents hereof are subject to change without

notice. This document is not warranted to be error-free, nor is it subject to any other warranties or conditions,

whether expressed orally or implied in law, including implied warranties and conditions of merchantability or

fitness for a particular purpose. We specifically disclaim any liability with respect to this document, and no

contractual obligations are formed either directly or indirectly by this document. This document may not be

reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without our

prior written permission.

Oracle, JD Edwards, and PeopleSoft are registered trademarks of Oracle Corporation and/or its affiliates. Other

names may be trademarks of their respective owners.

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iSP3 ACCELERATE SOLUTION

ADVANCED RESOURCE ASSIGNMENT (ARA)

Matrix of Highlights

8.11+ ARAResource Working Calendar

Default work hours ■ ■

Working hour overrides by date ■ ■

Automated creation based on scheduled pattern / rotating shifts (e.g., 10 on, 3 off) □ ■

Visual representation of the schedule on a calendar □ ■

Tradesmen on Leave (New Module) Individual can specify changes to their work schedule (exceptions that include vacation and overtime) □ ■

Adjustments to the schedule will appear immediately upon the approval of the request □ ■

Contractor Time Entry (New Module) Actual time entered by contractors for work completed □ ■

Comparison between planned and actual hours according to the resource pool □ ■

Crew Schedule Workbench Ability to pull in carry-over work, unscheduled work and PM forecast ■ ■

Ability to quickly determine part availability (field highlighted in corresponding colours) ■ ■

Ability to filter orders in the schedule by equipment, parent equipment and work orders □ ■

Ability to filter scheduled work orders without assignments □ ■

Assignments Assignments by individuals / asset ■ ■

Assignments by trade regardless of individual □ ■

Automated assignments by trade □ ■

QBE filtering possible on the schedule (e.g., unit no., parent no., order no., trade, and start date) □ ■

Redistribution of hours with significantly more details for a particular work order □ ■

Ability to predefine partial hours on work orders within the current schedule □ ■

Ability to quickly view individual resource capacities visually in a calendar □ ■

Ability to directly remove work orders from the schedule □ ■

Trades are separated between night and day shift and easily shown in the application □ ■

Work can be distributed equally by individuals based on crew size □ ■

Fully assigned work orders immediately move to the bottom of the grid □ ■

Miscellaneous Advance Resource Assignment Global Constant groups all vital settings onto one screen □ ■

Restricts planners / schedulers to their own schedule □ ■

PM Projection Calculator developed to quickly determine when the PM Service will come due □ ■

Over 100+ enhancements to

increase productivity

Tested at 9 sites of varying

resource pool

Leveraging off existing

functionality and processes

Non-intrusive custom

applications

Existing functionality can be

used concurrently

Fully integrated across

existing JDE modules

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iSP3 ACCELERATE SOLUTION

ADVANCED RESOURCE ASSIGNMENT (ARA)

Application Touch-points

WORK REQUIREMENTS

Crew Schedule WorkbenchLoading the schedule with work

based on resource loadavailability for the work plan

PQ518320

Crew Schedule AssignmentTying resources by trades or by

individuals based on therequirements of the work order

PQ518330

Carry OverReview the tasks from previous

work plans

PQ518323

Unscheduled WorkLoad unscheduled work into the

current work plan

PQ518321

PM ForecastProjects scheduled tasks coming

due using PM Projections

PQ518324

Update PM ProjectionsCalculates when services are

coming due based on pre-existingtransactions

RQ518411

Work Plan (e.g. weekly)

Detail AssignmentsDaily assignment of hours toindividuals and work orders

PQ518331

Hour DistributionsDaily assignment of hours to

trades and work orders

PQ518311

Review MetricsKPIs for summary load

percentage

PQ518322

WORK PLAN RESOURCE ALLOCATION DETAIL ASSIGNMENT

Schedule MetricsSet hours for the work plan as %

of available hours

PQ518315

Resource Working HoursAvailable hours along withexceptions for all resources

P48307

R/S Calendar GenerationAutomated generation of schedule

patterns and rotating shifts

PQ518M07

Resource MasterMaintain address book for all

trades people with shift and trade

P48310

Tradesmen on LeaveEntries for all exceptions to the

base calendar (+ or -)

PQ518005

Employee Time EntryActual hours from trades personcharged to work orders on the

work plan

P051121

Contractor Time EntryActual hours from contractorscharged to work orders on the

work plan

PQ518010

RESOURCE POOL

RA Metrics History AuditDetailed audit on planned andactual hours for scheduled &

unscheduled tasks

PQ51831H

ACTUALS