Maintenance managers can use this screen to set up data for Constraint Optimizer investment planning sessions.
Set up the required data and select equipment and capital planning requests to be included in the scheduling session before handing this data over to the optimized scheduler. This data is used by the scheduler to determine when to apply investment options to equipment and capital planning requests. Once complete, the optimized scheduler returns the suggested investment plan to EAM.
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Select Operations > Investment Planning.
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Specify this information:
Organization - Specify the organization associated with the investment plan.
Investment Plan - Specify the name of the investment plan.
Description - Specify the description for the investment plan.
Class - Optionally, specify the class associated with the investment plan.
Status - Specify the status of the investment plan.
Start Date - Specify the start date for the investment plan.
Planning Periods - Specify the number of planning periods for the investment plan.
Year Inflation % - Optionally, specify the inflation percentage for each year of the investment plan.
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Select the Allow Early Investments check box to allow the scheduler to schedule investments before they are due. This option is available if the Funding Type is Yearly Increase or Yearly Increase %.
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Select the Allow Budget Roll Over check box to allow partial investments to roll into the next year. This option is available if the Funding Type is Yearly Increase or Yearly Increase %.
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Select the Out of Service check box to indicate that the investment plan is no longer being used.
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Specify this information:
Funding Type - Specify the funding type for the investment plan, for example Unlimited Budget, Yearly Increase %, or Yearly Increase.
Starting Budget - Specify the starting budget for the investment plan if the Funding Type is Yearly Increase or Yearly Increase %.
Yearly Increase % - Specify the yearly increase percentage of the investment plan if the Funding Type is Yearly Increase %.
Yearly Increase - Specify the yearly increase amount of the investment plan if the Funding Type is Yearly Increase.
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Optionally, specify this information:
Include Equipment Criticality - Select this check box to include equipment criticality when determining the priority of the equipment or Capital Planning Requests for the investment plan.
Include Equipment Risk - Select this check box to include equipment risk when determining the priority of the equipment or Capital Planning Requests for the investment plan..
CPR Priority Basis - Select the priority basis for the equipment or capital planning requests for the investment plan. For example, specify Priority, Return on Investment, Internal Rate of Return, or Net Present Value.
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Optionally, click Create New Revision to create a new revision of the investment plan. A new revision can be created from any previous revision. Optionally, specify the Revision Reason.
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Click Save.
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Optionally, click Reset to reset the planning process, even if the planning is requested, executing, or complete.
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Click Start Planning to request the start of investment plan.
The Plan Priority must specified on the Capital Planning Requests and Equipment tabs for the investment plan.