How to Get Started with Resource Scheduling

After your key user assigned the required business role to you, the resource scheduling apps are
available in your SAP Fiori launchpad.

The following interactive overview shows you how to get started with resource scheduling.

This image is interactive. Hover over each area for a description. Click highlighted areas for
more information.

What You Can Do with Resource Scheduling

The following interactive overview shows the main tasks that you can perform using the
resource scheduling apps. Hover over a box for a short description and click to navigate to more
detailed information.

This image is interactive. Hover over each area for a description. Click highlighted areas for
more information.
Related Information

Information for Key Users

As a key user, you assign the required roles and authorizations to app users. In addition, you
make sure that the required master data is available and that processes are configured and
implemented as required.

Prerequisites for Using the Apps

Note

Resource scheduling requires a separate license. For more information, please get in touch with
your SAP Account Executive.

 App users are assigned the Maintenance Planner - Resource Scheduling role
(SAP_BR_MAINTENANCE_PLANNER_RSH).

 App users have the required authorizations to work with maintenance orders, work
centers, and plants.
  Work centers have been set up, and capacities have been defined for these work
centers.

For more information, see Required Work Center Configuration.

 Maintenance orders and operations are available.

 To use the Assign Maintenance Order Operations app and to share schedules in
the Manage Schedules app, you must set up business users. For more information,
see When To Set Up Business Users.

 For people planning: Work center teams are set up and the team members' availability is
known.

For more information, see Setting Up Teams for Work Centers.

Recommendations for Setting Up the Maintenance Planning Process

The following recommendations refer to configuration settings you make in Customizing but
also to the way maintenance planning is set up in your organization.

Setting or Recommendation Where to Make the Setting

Process

Responsibil We recommend that a work center is No system setting

ities for assigned to one maintenance planner only.
work This is to avoid conflicts during the
centers scheduling and dispatch of order operations.

Teams for  Define Functions Set up maintenance work

work center teams so you can
 Define Function Profiles
centers assign people to operations
 Assign Function Profiles to and see their function at the
Standard Team Category work center.

Before you use teams in

resource scheduling,
consider the following:

 All potential team

members must be
available as business
users. A business
user is a natural
person who is
represented by a
business partner and
a link to a user in the
system.
Setting or Recommendation Where to Make the Setting
Process

 The following
configuration
activities are
optional:

1. In the Define
Functions ac
tivity, you
create the
relevant
functions.
Functions
describe the
tasks of team
members.

2. In the Define
Function
Profiles activ
ity, you group
similar
functions in a
function
profile.

3. In the Assign
Function
Profiles to
Standard
Team
Category act
ivity, you
assign
function
profiles to the
team
category Mai
ntenance
Work Center
Team (MAINT
_TEAM).

Responsibil The maintenance planning process should be No system setting

ities for set up in such a way that a single
Setting or Recommendation Where to Make the Setting
Process

maintenanc maintenance planner is responsible for all

e orders operations in a maintenance order. This is to
make sure that the maintenance planner is
aware of all e ects of dispatching the
individual operations.

Automatic Your system should be configured in such a Customizing for Plant

scheduling way that automatic scheduling is performed Maintenance and
of orders whenever order dates change. As a result, the Customer
basic order dates as well as the start and end Service Maintenance and
dates of related operations are adjusted Service
automatically when operation dates are Processing Maintenance
changed in resource scheduling. and Service
Orders Scheduling Set
In addition, you should allow orders and
Scheduling Parameters
operations to start at least one day in the
past. This is to ensure that if an operation is
moved to the current date, all related
operations are rescheduled without any gaps.

Note

These settings refer to the standard EAM

scheduling function, not to the automatic
scheduling feature that is available in
the Manage Schedules app.

User status If you want to prevent operations from being Customizing for Plant
dispatched before all prerequisites are Maintenance and
fulfilled, set up user status profiles. Customer
Prerequisites can include the availability of Service Maintenance and
permits, required tools, or the dispatch of Service Processing Basic
predecessor operations. Settings Maintain User
Status
For example, you can configure status
management in such a way that an order For more information,
operation with a specific user status cannot see General SAP Status
be dispatched. Management and Setting a
User Status.

Priority of Use the same priority definition for order Customizing for Plant
orders types that are often used together by Maintenance and
maintenance planners. Customer
Setting or Recommendation Where to Make the Setting
Process

This is to make sure that the priority data Service Maintenance and
shown in the apps is meaningful for app Service
users. Processing Maintenance
and Service
Orders General
Data Define Priorities

Control key Make sure that the following settings are in Customizing for Plant
for order place for your control keys: Maintenance and
operations Customer
 Control key is marked as relevant for
Service Maintenance and
scheduling
Service
The resource scheduling apps only show Processing Maintenance
order operations with a control key that is and Service
relevant for scheduling. Orders Functions and
Settings for Order
 Determination of capacity Types Control
requirements is enabled Key Maintain Control Keys
This setting needs to be in place for the
duration of an operation to be taken into
account for scheduling.

Enterprise Make sure that the enterprise search is set up For more information,
search in your system. This search allows app users see Setting up Enterprise
to quickly find schedules by name or Search.
keyword.

Freezing of Allow the freezing of schedules in resource Customizing for Plant

schedules scheduling. Maintenance and
Customer
Although this setting is not a prerequisite for
Service Maintenance and
using the apps, it is required so that
Service
maintenance planners can track schedule
Processing Resource
execution and review schedule attainment.
Scheduling Make Settings
for Resource Scheduling

Logging of Enable logging of changes made outside the Customizing for Plant
changes resource scheduling apps. Maintenance and
made in Customer
If you enable this setting, the activity log that
other apps Service Maintenance and
is part of each schedule also includes
Service
 Setting or Recommendation Where to Make the Setting
Process

changes made outside the resource Processing Resource

scheduling apps. Scheduling Make Settings
for Resource Scheduling

Generating Check the entry for the template EAM Customizing for ABAP
recurring Resource Scheduling - Generate Platform Application
schedules Schedulein the application job Server System
catalog SAP_RSH_CREATE_SCHEDULE and Administration Activation
add it as necessary. of Scope-Dependent
Application Job Catalog
Entries

Verifying Check the entry for the template EAM Customizing for ABAP
usage Resource Scheduling - Verify Usage Platform Application
measureme Measurement in the application job Server System
nt catalog SAP_RSH_EAM_VERIFY_WORKCEN Administration Activation
TER_AUDITand add it as necessary. of Scope-Dependent
Application Job Catalog
Entries

App Implementation Information

Make sure that all required ICF nodes are active. This is especially important after you have
upgraded your SAP S/4HANA release. ICF nodes for new apps are not activated automatically
after software upgrades. For more information, see SAP Note 2792564 .

Implementation information, including information about the required ICF nodes, is available in
the relevant app entry in the SAP Fiori apps reference library.

Tip

The app descriptions provided in the Apps for Resource Scheduling section include a direct link
to the app entry in the SAP Fiori apps reference library.

Enabling In-App Help

To make context-sensitive help available in the apps, you must make the relevant settings
described in the Installation Guide for SAP S/4HANA. After successful configuration, users can
call up in-app help by pressing F1 or the help icon in the SAP Fiori launchpad shell bar.

For more information, see Setup of User Assistance.

Business Roles and Catalogs

To grant the required authorizations to app users, you assign business roles to them. Use the
delivered business role as a template for creating your own roles and add the required business
catalogs.
Depending on how maintenance planning and scheduling is set up in your organization, you can
create multiple business roles based on the role template Maintenance Planner - Resource
Scheduling (SAP_BR_MAINTENANCE_PLANNER_RSH) and assign the required business
catalogs to each role.

The role template Maintenance Planner - Resource Scheduling

(SAP_BR_MAINTENANCE_PLANNER_RSH) contains the following predefined business catalogs:

Launchpad Catalog

Why Required?

Catalogs for Maintenance Planners

EAM - Resource Scheduling for Maintenance Planners (SAP_RSH_BC_MPLAN_OV)

Allows users to use the following apps:

Manage Work Center Utilization

Resource Scheduling for Maintenance

Work in the Maintenance Scheduling Board

Manage Schedules

Assign Maintenance Operations

View Maintenance Schedules for Assets

Verify Usage Measurement

Generate Schedules
Catalogs for Reviewers

EAM - Resource Scheduling for Maintenance Reviewers (SAP_RSH_BC_MAINT_REVIEWER)

Allows users to use the following apps:

Manage Schedules

View Maintenance schedules for Assets

Catalogs for Work Center Teams

EAM - Maintenance Work Center Teams (SAP_EAM_BC_MAINT_TEAM)

Allows users to set up and manage teams for work centers

Required Work Center Configuration

In order to be shown in the resource scheduling apps, work centers must be set up correctly
and capacities must be defined for each work center.

Capacity Definition

The apps only show work centers for which capacities have been defined. The following settings
are taken into account:

 The Other Formula on the Capacities tab is set to SAP008.

 Capacity category defined on the Scheduling tab

This capacity category must be defined for all work centers that you want to be shown in the
resource scheduling apps. It is used as a basis for scheduling.

If you want to assign operations to people in resource scheduling, one of the capacity
categories defined in the corresponding work center must be a labor capacity (capacity ID 002).

 Active capacity version defined at work center capacity header level

If no active version is available, the apps use the standard available capacity.

 Factory calendar defined at work center capacity header level

If no factory calendar is defined for the work center, the apps use the factory calendar of the
work center plant. If no factory calendar is defined for the work center plant either, every day is
considered a working day.

Other Settings
  To ensure correct scheduling of order operations, the work start time and the work end
time must be specified in the system time zone in the work center master data.

 Make sure that an appropriate usage key is specified on the Basic Data tab. The
specified usage key must be relevant for Plant Maintenance.

You can check the usage key configuration in Customizing under Plant Maintenance and
Customer Service Maintenance Plans, Work Centers, Task Lists and PRTs Work
Centers Task List Data Define Task List Usage Keys.

 If you want app users to be able to change work center capacity in the Manage Work
Center Utilization app, make sure that the following prerequisites are met:

o An active capacity version is defined at the level of the work center header.

o The work center does not reference an available capacity.

o The work center does not use a pooled capacity.

When to Set Up Business Users

To use the Assign Maintenance Order Operations app and to share schedules in the Manage
Schedules app, you must set up business users.

Setting up business users is required in the following cases:

 To assign maintenance orders to a person responsible in the Assign Maintenance

Order Operations app

 To share schedules with planners or reviewers in the Manage Schedules app

 To plan which people should carry out which maintenance operations, taking into
account their availability and their function at the work center, in the Maintenance
Scheduling Board.

You must set up business users for all system users (SU01 users) that are to be assigned as
person responsible or as planner or reviewer for a schedule. In addition, make sure that
the S/4HANA BP Synchronization report (technical
name: /SHCM/RH_SYNC_BUPA_FROM_EMPL) is scheduled to run regularly.

For more information, see the installation guide for SAP S/4HANA (section SAP S/4HANA BUPA
Synchronization Report and Role Synchronization Report) and SAP Note 2570961 .

Verifying Work Center Usage

Work center usage is the basis for calculating the license cost for SAP S/4HANA Asset
Management for resource scheduling. As a key user, you can create application jobs to verify
work center usage for a specific time period.

Context

The usage of work centers is logged whenever one of the apps for resource scheduling is
accessed. As a key user, you can check work center usage for any time period within the past
three years based on the current date. Usage measurement data older than three years is
deleted automatically.
Procedure

1. In your SAP Fiori launchpad, open the Verify Usage Measurements app.

The Application Jobs page opens.

Note

The Verify Usage Measurement app provides application-specific access to the Application
Jobs app. For more information about application jobs, see Application Jobs.

2. In the toolbar of the Jobs list, choose Create.

3. Use the predefined job template EAM Resource Scheduling - Verify Usage
Measurement and specify a name for your application job.

4. Select your scheduling options.

5. Enter the start and end of the past time period for which you want to check work center
usage.

6. Choose Schedule.

The Jobs list opens, including your newly created job.

7. Once the job run is finished, open the document in the Results column.

The document includes the following information:

Information in Explanation
the Results

Plant The plant at which the work center is located

Work Center The work center whose usage is measured

Capacities The maximum number of capacities (people) assigned to the work

center in the specified time period

When the resource scheduling apps are accessed, the system logs
the maximum number of capacities per work center over the next
4 weeks. The 4-week period starts on the date on which the apps
are accessed.

The usage measurement results show the maximum number of

capacities that was logged for the specified time period for each
work center.

Example

Work center ELEC has 3 shifts from May 1 to May 7. The maximum
number of capacities across all three shifts is 6. For the 4-week
 Information in Explanation
the Results

period starting on May 1, the maximum number of capacities

recorded is 6.

As of May 8, only one shift exists. The maximum number of

capacities is 4. For the 4-week period starting on May 8, the
maximum number of capacities recorded is 4.

You create a job for the time period from May 1 to May 30. Since
the number of capacities in the first period (starting on May 1) is
higher than the number of capacities in the second period (starting
on May 8), the maximum number of capacities recorded is 6.

Usages The number of days for which log records exist in the specified
time period. Log records are created for all days on which the apps
are accessed.

Example

You create a job to check work center usage for the time period
from May 1 to May 30. In this time period, the resource scheduling
apps are used on 15 days. The job results show 15 usages.

Basic Concepts

Make sure that you understand the basic concepts before you get started with resource
scheduling.

Concept Definition More Information

Display time The time period for which data is shown in the Display Time
period apps. Period

Explicit A relationship between order operations that is Managing

relationship explicitly defined by a maintenance planner. Relationships
Between Order
Operations

Implicit A relationship between the operations included in a Managing

relationship maintenance order that is determined based on the Relationships
operation number. Between Order
Operations
Concept Definition More Information

Implicit relationships are used by the apps if no

explicit relationships are defined in the order.

Assigning There are two ways in which you can assing Assigning
Operations to operations to individuals Individuals to
Individuals Operations
 You can assign one or multiple operations
to a person responsible.

 You can assign one or more operations to

the people that you plan to carry them out.

Processing An attribute indicating the stage in the planning and Processing Status
status scheduling process for a maintenance order, order
operation, or suboperation.

Schedule A worklist that includes the maintenance work to be About Schedules

executed in a specific time period.
Working with the
In resource scheduling, there are two types of Maintenance
schedules: Schedule for
Assets
 Schedule simulations that include the
maintenance order operations to be
completed in the schedule period

These schedules are set up and managed in

the Manage Schedules app. You can create
multiple schedules for the same schedule period to
compare di erent scheduling variants before
freezing the final schedule.

 Maintenance schedules for assets that

show you if and when an asset is under
maintenance in the next 4 weeks

You can view these schedules in the View

Maintenance Schedule for Assets app.

Schedule The ratio of the work that was planned for the Schedule
attainment schedule and the work that was completed as Attainment
planned in the schedule period.
 Concept Definition More Information

Scheduling The algorithm based on which the app determines Scheduling Logic
logic the scheduling sequence for maintenance order
operations and finds a time slot for each operation.

Schedule An attribute indicating the stage in the planning and About Schedules
status scheduling process for a schedule.

User status A status set by the user to complement system Changing the User
statuses set at order header level or operation level. Status in the Order

If any user statuses have been maintained in a

maintenance order, they are displayed in the
following apps

 Manage Work Center Utilization

 Maintenance Scheduling Board

 Assign Maintenance Order Operations

Utilization A chart that shows the forecasted work center Utilization Forecast
forecast utilization for the schedule period.

Work center An organizational unit that defines where and by Work Center
whom a maintenance activity is performed. In the
resource scheduling apps, maintenance work
centers and production work centers are shown.

Work center Team of people that are assigned to a performing Work Center Team
team work center.

Work center The ratio in percent between the available work Work Center
utilization center capacity and the hours of work required by Utilization
the maintenance order operations and
maintenance plans that are assigned to a work
center.

Resource A person or work center that can be assigned to a

maintenance order or order operation.

Related Information

Work Center
A work center is an organizational unit that defines where or by whom a maintenance activity is
performed. Work centers can be machines, people, or production lines, for example.

In the resource scheduling apps, the following work centers are shown:

Work Center Description

Performing The work center that is assigned to a maintenance order operation.

work center
Before you can work with the resource scheduling apps, you must assign
at least one performing work center to yourself in the apps.

Main work The work center that is assigned to a maintenance order at the header
center level.

The main work center of an order can be di erent from the performing
work center of the order operations. In the resource scheduling apps,
maintenance orders are shown if they include at least one operation
whose performing work center you've assigned to yourself.

Maintenance The work center that is in charge when a maintenance task is performed.
work center A maintenance work center can be either the main work center or the
performing work center.

Maintenance work centers are assigned to technical objects, such as

functional locations or pieces of equipment.

Production The work center from production planning that is represented by a

work center technical object.

A production work center is used to plan the production work on the

technical object.

When a work center is set up, the specified usage key determines whether a work center is a
maintenance work center or a production work center.

Note

To ensure correct scheduling of order operations, the work start time and the work end time
must be specified in the system time zone (UTC) in the work center master data.

Work Center Team

A team of people that are assigned to a performing work center.

Any person that is a member of a performing work center's team can be selected by a
maintenance planner or supervisor during planning to carry out tasks at that work center.
Creating work center teams can make the planner and / or the supervisor’s job easier, because
they are given a selection of suitable team members to choose from when they plan
maintenance work. In addition, any changes to the workforce assigned to a work center can be
carried out at work center team level.

A work center can be linked to exactly one team, and a team can be linked to exactly one work
center. In addition, a person can only be assigned to one work center team at a time.

Work Center Utilization

Work center utilization indicates the ratio in percent between the available work center capacity
and the capacity load. Capacity load is caused by the hours of work required by the
maintenance order operations (and suboperations) and the maintenance plans that are
assigned to a work center.

Work center utilization is calculated as follows:

Utilization (%) = (100 * Capacity Load in Hours) / Available Capacity in Hours

To calculate the capacity load on a work center, the apps take into account maintenance plans,
maintenance order operations, and suboperations that are assigned to this work center.
Maintenance plans are taken in to account if they've the processing status Ready to Be Called.
Maintenance order operations and suboperations are taken into account if they've the
processing status Due, Dispatched, or In Process.

Note

Maintenance plans are used if their maintenance call objects are maintenance or service
orders. Maintenance plans with other types of call objects are not taken into account. Inactive
maintenance plans or maintenance plans that are marked for deletion are also not taken into
account.

Work center capacity and capacity load are aggregated by calendar week. If a work center is
overloaded on a certain day, this overload is distributed evenly across the other days of the
calendar week. Note that a calendar week always starts on a Monday and ends on the following
Sunday.

Example

In calendar week (CW) 26, the MECHANIC work center has operations that require capacity in
the time period from Wednesday to Friday.

Day of the Week Available Work Center Capacity Capacity Load

Wednesday 20 hours 10 hours

Thursday 20 hours 0 hours

 Day of the Week Available Work Center Capacity Capacity Load

Friday 20 hours 30 hours

Aggregated results 60 hours 40 hours

The apps show a work center utilization of 66.67% in CW 26.

Note

The available capacity, the capacity load, as well as capacity utilization are all calculated using
the system time zone (UTC). To ensure correct scheduling of operations, please specify work
start times and work end times in UTC.

If a work center has no capacity on any day in the display time period but has maintenance
order operations or maintenance plans that require capacity in this time period, the apps show
a utilization of 999%.

Calculation of Available Capacity

The apps only show work centers for which capacities have been defined. Either the work center
capacity defined at header level or, if applicable, the capacity defined at shift or shift and
interval level is used. The available capacity is calculated based on the operating time in hours
and the number of maintenance workers assigned to a work center.

When calculating the available capacity for a work center, the apps take the following work
center settings into account:

 Active capacity version defined at work center capacity header level

If no active version is available, the apps use the standard available capacity.

 Capacity category defined on the Scheduling tab

 Operating time (in hours)

 Length of breaks

 Shifts

The apps support multiple shifts as well as night shifts. A night shift that starts on one day and
ends on the next day is distributed proportionally across both days.

 Number of individual resources

Note

In resource scheduling, the individual capacities assigned to a work center are human
resources. In the maintenance order operation, the term capacities is used instead
of resources.

 Capacity utilization (in %)

The specified percentage is the threshold above which a work center is considered to be
overloaded.

 Factory calendar defined at work center capacity header level

If no factory calendar is defined for the work center, the apps use the factory calendar of the
work center plant. If no factory calendar is defined for the work center plant either, every day is
considered a working day.

Note

If a capacity version or a factory calendar is specified in the maintenance order, the resource
scheduling apps do not take these settings into account.

The following formulas are used:

Operating Time (in Hours) = (End Time - Start Time - Length of Break) * Capacity Utilization
Percentage

Available Capacity = Number of Individual Capacities * Operating Time (in Hours)

Example

The ELECTRIC work center is available from Monday to Friday from 8:00 a.m. to 5:00 p.m., with
a one-hour break. Capacity utilization is defined as 100% from Monday to Wednesday, and as
50% from Thursday to Friday. This results in an operating time of 8 hours per day from Monday to
Wednesday, and of 4 hours per day from Thursday to Friday. On Tuesday, the work center has 2
and on Wednesday 3 individual capacities assigned. The available capacity per week is as
follows:

Day of the Start End Length Capacity No. of Operating Available

Week Time Time of Utilization Individual Time Capacity
Break Capacities

Monday 8:00 5:00 1 hour 100% 1 8 hours 8 hours

a.m. p.m.

Tuesday 8:00 5:00 1 hour 100% 2 8 hours 16 hours

a.m. p.m.

Wednesday 8:00 5:00 1 hour 100% 3 8 hours 24 hours

a.m. p.m.

Thursday 8:00 5:00 1 hour 50% 2 4 hours 8 hours

a.m. p.m.

Friday 8:00 5:00 1 hour 50% 1 4 hours 4 hours

a.m. p.m.
Note

The available capacity, the capacity load, as well as capacity utilization are all calculated using
the system time zone. To ensure correct scheduling of operations, please also specify work start
times and work end times in the system time zone.

Distribution of Capacity Load

If a maintenance order operation and its suboperations are assigned to the same work center,
the apps sum up the required work specified at operation level and the work specified at
suboperation level to calculate the capacity load on the work center. Maintenance plans that
are scheduled to be called in the relevant time period also contribute to the capacity load.

Note

The following information is about the distribution of the capacity load that is visualized in
the Manage Work Center Utilization app and the Maintenance Scheduling Board app. For
more information about the forecasted capacity load shown in the Manage Schedules app,
see Utilization Forecast.

Maintenance Operations and Suboperations

To be taken into account by the apps, maintenance order operations and suboperations must
fulfill the following criteria:

 The operations and suboperations are in one of your work centers.

 The operations and suboperations have one of the following processing

statuses: Due, Dispatched, or In Process.

 The planned dates of the order operations are in the display time period. One of the
following must apply:

o One of the dates falls within the display time period.

o Both dates fall within the display time period.

o The operation starts before and ends after the display time period.

 The control key specified for the operation or suboperation is relevant for scheduling.

Partially Confirmed Maintenance Operations

Maintenance operations that have been partially confirmed by a maintenance worker have the
processing status In Process. Until completion of these operations is confirmed, the apps use
the total operation work to calculate the capacity load on the work center. The work that
remains to be done after the partial confirmation has been created is not used.

Example

Let's assume today is Monday, the start of a new calendar week. Operation "4711/10: Inspect
Engine" is planned to start at 8:00 a.m. It requires 8 hours of work. At noon, a maintenance
worker partially confirms the operation and logs 4 hours of remaining work. At 4:00 p.m., the
maintenance worker confirms that the work has been done.
Until 4:00 p.m., the operation contributes with 8 hours of work to the capacity load for the
current week.

Maintenance Operations Spanning Multiple Days

Maintenance operations that span multiple days or weeks are distributed evenly according to
the work center's operating time in the time period between the planned start and end of the
operation.

Example

Maintenance operation “5802/20: Install Wiring” is planned to start on Monday at 8:00 a.m.
(calendar week 29). It's planned to end on the following Monday at 5:00 p.m. (calendar week
30). The operation requires 40 hours of work. It's assigned to the ELECTRIC work center.

The capacity load and utilization per day for the ELECTRIC work center is as follows:

Day of the Week Available Work Center Capacity Work Center

Capacity Load Utilization

Monday (CW 29) 8 hours 8 hours 100%

Tuesday (CW 29) 16 hours 8 hours 50%

Wednesday (CW 24 hours 8 hours 33%

29)

Thursday (CW 29) 8 hours 8 hours 100%

Friday (CW 29) 4 hours 4 hours 100%

Monday (CW 30) 8 hours 4 hours 50%

The aggregated results per week are as follows:

Calendar Available Work Center Capacity Work Center

Week Capacity Load Utilization

CW 29 60 hours 36 hours 60%

CW 30 60 hours 4 hours 6.7%

Note
The available capacity, the capacity load, as well as capacity utilization are all calculated using
the system time zone. To ensure correct scheduling of operations, please also specify work start
times and work end times in the system time zone.

If no operating time is found for the work center between the planned start and end of the
operation, the capacity load is distributed evenly across the days within this time period,
irrespective of the time of day or the factory calendar.

Example

Operation “5903/10: Inspect Equipment” is planned to start on Friday at 8:00 p.m. and planned
to end on Monday at 6:00 a.m. However, the work center is closed during this time. The
operation requires 4 hours of work. The capacity load is distributed evenly across Friday,
Saturday, Sunday, and Monday, so that the operation uses 1 hour of work center capacity on
each day. This means that a capacity load of 3 hours is considered for CW 29, and a capacity
load of 1 hour for CW 30.

Maintenance Plans

Maintenance plans are used if their maintenance call objects are maintenance or service
orders. Maintenance plans with other types of call objects are not taken into account. Inactive
maintenance plans or maintenance plans that are marked for deletion are also not taken into
account.

Maintenance plans contribute to the capacity load if they're scheduled to be called in the
display time period. The apps only use maintenance plans for which no call objects exist yet.

The hours of work required by a maintenance plan result in a capacity load on the work center
on the day for which the next call is scheduled (next planned date).

Assigning Individuals to Operations

You can assign individuals to operations, for example, to show who is responsible for, or leads
the operation execution, or to specify who you want to carry out the maintenance work.

Choose between the following:

 If you want to specify the person who is responsible for, or leads the operation
execution, please note the following:

o You can only have one person responsible for an operation.

o That person can be assigned to the team of the performing work center where
the operation is planned, but does not have to be.

For more details, see Assigning Operations to a Person Responsible.

 If you want to assign the people you want to carry out the operation, please note the
following:

o You can assign one or more people to an operation, depending on how many are
needed.
 o You can only assign a person to an operation, if the following requirements are
met.

 The person is part of the performing work center team.

 One of the capacity categories defined in the corresponding work center

is a labor capacity (capacity ID 002).

 Its control key allows the calculation of requirements

(indicator Determine Capacity Requirements).

 It has a duration greater than 0.

For more details, see Assigning Operations to People.

Note

When you assign people to carry out an operation, so-called capacitive assignments are
created. Capacitive assignments start at the planned start of the operation and end at the
planned end of the operation, irrespective of their duration and work.

For example, an operation with 7 hours work is initially forward scheduled from 8:00 to 16:00,
because the work center capacity takes into account a 1 hour break. In this case, the capacitive
assignment starts at 8:00 and ends at 16:00.

Showing People's Planned Availability

By taking into account people's work schedule and work load, you can make sure that you only
assign operations to people that have the planned availability to carry out the work.

People's availability data can be transferred to SAP S/4HANA from either:

 HR systems (whether installed on the same S/4HANA system, or connected via a

Remote Function Call (RFC))

To transfer the availability of a Human Capital Management (HCM) person from the relevant info
types (for example 0007 or 2001) into the database table PTIMEOV1, you can use HCM
report RPTIMEOVERVIEW_REPLICATE. The people Gantt show the availability data stored
in PTIMEOV1.

 SAP SuccessFactors Employee Central (SF-EC).

For more details, see Workforce Availability Service.

Note

You need to have defined an individual as an HCM person, a business partner, and an SAP user
in order to be able to display their data in the people Gantt. For details, see also When to Set Up
Business Users.

Processing Status
The processing status indicates the stage in the planning and scheduling process for a
maintenance order, order operation, or suboperation.

Processing Status, Operation Subphase, and System Status

Processing status is a concept used only in the resource scheduling apps. The processing
status is set according to the operation subphase and system status of an order operation or
suboperation in the maintenance order. In the resource scheduling apps, you can view the
phase and subphase of order and order operations but not the system statuses.

An order, order operation, or suboperation can only have one processing status, but multiple
system statuses. The following table shows you which processing statuses are available and
how they relate to the operation subphases and system statuses.

Processing Meaning Shown in App Operation System Status

Status Subphase

Ready to This status is Manage Work None None

Be Called only relevant for Center
maintenance Utilization (in the
plans. It utilization chart)
indicates that no
maintenance
call objects have
been created
yet.

Due This status All resource

indicates that scheduling apps
planning for an
order operation
or suboperation
can start.
In Planning

Due (Draft) This status Manage In Created (I0001)

indicates that Schedules Preparation
Released (I0002)
the performing Ready to
Note
work center was Schedule
changed for an In the other
order operation resource
but that the scheduling apps,
work center operations with this
change has not status are shown
yet been saved. as Due.
Processing Meaning Shown in App Operation System Status
Status Subphase

Scheduled This status Manage

(Draft) indicates that a Schedules
new start date
Note
was set for an
order operation In the other
during resource
scheduling but scheduling apps,
that the date operations with this
change has not status are shown
yet been saved. as Due.

Dispatched This status All resource Ready for Scheduled (I0117)

indicates that an scheduling apps Execution
order operation
Note
or suboperation
is scheduled at In the Manage
the right place Schedules app,
(work center) operations that
and time. were added and
dispatched to be
completed within
the schedule after
the schedule was
frozen are shown
as Dispatched in
Addition.

In Process This status All resource Work in Partially

indicates that a scheduling apps Execution Confirmed (I0010)
maintenance
Work
worker has
Paused
started work on
an order
operation or
suboperation.

Confirmed This status Manage Work Confirmed (I0009)

indicates that an Schedules Finished
Technically
order operation
Note Technically Completed (I0045)
or suboperation
Complete
has been Closed (I0046)
 Processing Meaning Shown in App Operation System Status
Status Subphase

completed by a Operations with

maintenance this status are only
worker. shown in
schedules after the
schedule period
has started.

Locked This status Order operations Not Locked (I0043)

indicates that an and suboperations applicable
order operation with this status are
or suboperation not shown in the
has been resource
locked. scheduling apps.
They are not used
to calculate work
center utilization or
capacity load.

Deleted This status Order operations Not Deletion

indicates that an and suboperations applicable Indicator (I0013)
order operation with this status are
or suboperation not shown in the
has been resource
deleted. scheduling apps.
They are not used
to calculate work
center utilization or
capacity load.

If an order operation or suboperation has multiple system statuses, the highest system status
determines the processing status.

Example

Order operation “5211/10: Prepare Installation” has the system statuses Released, Scheduled,
and Partially Confirmed. In resource scheduling, the processing status is In Process.

Order operation “5211/20: Install Wiring” has the system statuses Released and Scheduled.
The processing status is Dispatched.

Processing Status Flow

The following figure shows the processing status flow for a maintenance order operation. The
arrows indicate whether you can revert a status change in the resource scheduling apps.
Note

Maintenance order operations can be created manually when a maintenance order is created.
Or they can be created automatically together with the maintenance order when a maintenance
plan is called.

Processing Status Flow for a Maintenance Order Operation

In some cases, reversibility of status depends on the app that you are working in. For example, if
you are changing data for selected order operations using the Manage Work Center
Utilization app, you can cancel the dispatch of order operations. This changes the processing
status from Dispatched back to Due. If you have dispatched an order operation from your
schedule using the Manage Schedules app, you cannot change the operation's status
from Dispatched back to Scheduled in this app.

Processing Status of Maintenance Orders

As a rule, the processing status for a maintenance order is set according to the lowest
processing status of the included order operations. For example, if a maintenance order has five
operations that have the processing status Dispatched, and one operation with processing
status Due, the order status is Due.

There are exceptions to this rule:

 In the Resource Scheduling for Maintenance Planners app, depending upon the dates
and processing status of its operations, a maintenance order may be included in two
di erent cards.

Example

Maintenance order “5212: Insulation Test” has one order operation with an end date in the past
6 months. The processing status of the order operation is In Process. As a result, the
maintenance order is included in the Unconfirmed Maintenance Orders card and counts as In
Process.

In addition, the maintenance order has one due order operation with an end date in the next 4
weeks. As a result, the order is also included in the Due Maintenance Orders card and counts
as Due.

 If you filter for a specific processing status and an order has at least one operation with
this status, this status is also shown for the maintenance order.

Display Time Period

The display time period is the time period for which data is shown in the apps. In most apps, you
can choose between preset date ranges or specify a custom date range.

Time Period Options

In most apps, you can change the default time period in the filter bar. In general, the following
time period options are available:

Time How It Works Available In These Apps

Period
Option

Next 4 The display time period starts on the current  Maintenance

Weeks date and includes the remaining days of the Scheduling Board
current calendar week plus the following 3
 Manage Maintenance
calendar weeks. A calendar week always
Schedule for Assets
starts on a Monday and ends on the
following Sunday. Note
Although this time period is labeled as Next The timeline shown in the Gantt
4 Weeks in the apps, if the current date is chart starts one week before this
not the start of a calendar week, the actual time period and ends one week
display time period is shorter than 28 days. after this period.
Example
Time How It Works Available In These Apps
Period
Option

You use the apps on Wednesday, June 29,  Manage Work Center
2016 (CW 26). The apps show data for 5 days Utilization
in CW 26 and for the next 3 calendar weeks
(CW 27‒29). The order operations and work
center capacity available on Monday (June
27) and Tuesday (June 28) are not taken into
account.

Next 2 The display time period starts on the current Assign Maintenance Order
Weeks date and includes the remaining days of the Operations
current calendar week plus the following
calendar week.

Past 6 The display time period starts 6 months Manage Work Center
Months before the current date. Utilization

With this setting, you can show

maintenance order operations that have a
planned end date in the past 6 months and
that have not yet been confirmed.

This The display time period starts on the first day  Maintenance
Week of the current calendar week and ends on Scheduling Board
the last day of the current calendar week.
 Manage Maintenance
Schedule for Assets

 Manage Work Center

Utilization

 Assign Maintenance
Order Operations

Next The display time period starts on the first day  Maintenance
Week of the following calendar week and ends on Scheduling Board
the last day of the following calendar week.
 Manage Maintenance
Schedule for Assets

 Manage Work Center

Utilization
 Time How It Works Available In These Apps
Period
Option

 Assign Maintenance
Order Operations

From / The display time period ranges from the  Maintenance

To specified start date to the specified end Scheduling Board
date.
 Manage Maintenance
Schedule for Assets

 Manage Work Center

Utilization

 Assign Maintenance
Order Operations

Today -X The display time period is relative to the  Maintenance

/ +Y current date. You specify how many days in Scheduling Board
Days the past and how many days in the future
 Manage Maintenance
you want to include.
Schedule for Assets

 Manage Work Center

Utilization

 Assign Maintenance
Order Operations

Time Period Options per App

The following table shows you what time periods are used where in the resource scheduling
apps.

App Part of the App Time Period

Resource Due Maintenance by Next 4 weeks

Scheduling for Priority card
Maintenance
Planners
Due Maintenance
Orders card

Work Center Utilization card Up to 4 weeks (depending on the card

width)
App Part of the App Time Period

Unconfirmed Maintenance Past 6 months

Orders card

Unassigned Work card Next 2 weeks

My Schedules card From one week before until one week

after the current day

Manage Work Maintenance You can choose between the

Center Orders and Maintenance following:
Utilization Order Operations tabs
 From /To

 An o set from today's date

(Today -X / +Y Days)

 This Week

 Next Week

 Next 4 Weeks

 Past 6 Months

Utilization chart For the display period per page, you

can choose between 4, 6, 8, or 12
weeks, or 4, 6, 8, or 12 months.

Maintenance The entire app You can choose between the

Scheduling following:
Board
 From /To

 An o set from today's date

(Today -X / +Y Days)

 This Week

 Next Week

 Next 4 Weeks

My Schedules list By default, the display time period

starts 3 months before the current
 App Part of the App Time Period

Manage date. It can be changed to any other

Schedules period.

Individual schedule The schedule period specified on

schedule creation

Assign The entire app You can choose between the

Maintenance following:
Order Operations
 From /To

 An o set from today's date

(Today -X / +Y Days)

 This Week

 Next Week

 Next 2 Weeks

Manage The entire app You can choose between the

Maintenance following:
Schedule for
 From /To
Assets
 An o set from today's date
(Today -X / +Y Days)

 This Week

 Next Week

 Next 4 Weeks

Note

If the time period is Next 4 Weeks,

the chart's timeline starts one week
before, and ends one week after this
period. If you choose any other time
period, the timeline shows exactly
that period.

Order operations are shown if the following applies:

 The planned start date is before or in the specified time period.

 The planned end date is in or after the specified time period.

 The processing status is either Due, Dispatched, or In Process.

Maintenance orders are shown if they have at least one operation to which these conditions
apply. Please note that the basic start and finish dates of the order are not taken into account.

Dates in the Maintenance Order and in Resource Scheduling

For some of the fields shown in the resource scheduling apps, there is no one-to-one
correspondence to a field in the maintenance order or order operation. For example, the
scheduling type set in the maintenance order determines whether the earliest or latest
scheduled dates are shown as planned dates in the resource scheduling apps.

Here is a list of date labels as they appear in resource scheduling and in maintenance orders
and operations.

Note

The dates are converted into the Fiori Launchpad time zone.

Order Header Dates

Field in Field in the Comment

Resource Maintenance
Scheduling Order

Order Planned Required Start The planned dates of an order's operations

Start determine whether it is displayed in Resource
Scheduling apps:
Order Planned Required End Orders are shown if they have at least one
End operation that falls in the display time period and
that has not yet been confirmed.

Final Due Date Final Due Date This is the latest acceptable date by which an
order needs to be completed.

You can visualize the final due date as a

milestone in the Gantt chart.

Note

The Scheduled Start and Scheduled End of an order are not taken into account in Resource
Scheduling apps.

Operation Dates
 Field in Field in the Maintenance Comment
Resource Operation
Scheduling

Planned Start Earliest Start The earliest dates are used if the scheduling
Date/Time or Latest Start type set in the maintenance order
Date/Time corresponds to backward scheduling.

The latest dates are used if the scheduling

Planned End Earliest End type set in the order corresponds to forward
Date/Time or Latest End scheduling, current date, or capacity
Date/Time requirements.

People There is no direct The earliest date and time where one or
Assigned As equivalent. more people have been assigned to work on
Of an operation. No people assignments exist
for the operation before this time.

If this field is empty, no people assignments

have been made for the operation.

People There is no direct The latest date and time where one or more
Assigned Until equivalent. people have been assigned to work on an
operation. No people assignments exist for
the operation after this time.

If this field is empty, no people assignments

have been made for the operation.

Actual Start Actual Start The actual execution start date and time for
the operation. If you see a value in this field,
at least a partial confirmation exists for the
operation.

Actual End Actual End The actual execution end date and time for
the operation. If you see a value in this field,
at least a partial confirmation exists for the
operation.

Note

In the Maintenance Scheduling Board, orders and operations are shown in a hierarchy. To save
on space, the Planned Start date and time are combined in the same column. The same
applies to the Planned End date and time.
Handling of Date Constraints

When you dispatch an order operation, the app automatically sets a constraint for the start date
of this operation. If you change the start date for an order operation that has already been
dispatched, this a ects not only this operation, but also related operations.

Note

In resource scheduling, you have several options to dispatch maintenance order operations.
You can dispatch individual order operations and suboperations using the Manage Work
Center Utilization app or the Maintenance Scheduling Board app.

You can also mass dispatch order operations from a schedule using the Manage
Schedules app. However, you can only use this option for maintenance order operations that
do not have suboperations.

Dispatching an Order Operation or a Suboperation

By dispatching an order operation or suboperation, you indicate that the (sub)operation is

assigned to the right work center and scheduled for the right date and time.

Tip

Make sure to dispatch suboperations (or cancel the dispatch of suboperations) together with
the corresponding order operations.

The following applies:

 When you dispatch a due order operation, any existing date constraints are removed and
a Must start on constraint is set for the operation. This means that the operation will not
be moved automatically if a related operation is changed, even if automatic scheduling
is active for the corresponding order.

The constraint is set for the earliest start date and time.

 When you dispatch a suboperation, the processing status for the operation does not
change, but the app sets a Must start on constraint for the operation.

 When you dispatch order operations using the Manage Schedules app, the app also
sets a constraint for the end date if the end date falls within the schedule period.

Canceling the Dispatch of an Order Operation or Suboperation

To cancel the dispatch of order operations or suboperations, you can use the Manage Work
Center Utilization app or the Maintenance Scheduling Board app. When you cancel the
dispatch, the operation or suboperation becomes due again. The constraint on the start date of
the operation remains unchanged.

Tip

To remove the Must start on constraint, use the Remove Constraints option available in
the Maintenance Scheduling Board app.

Changing the Start Date for an Order Operation

Using the Manage Work Center Utilization app or the Maintenance Scheduling Board app,
you can move single or multiple order operations to another date. If you change the start date
and time for an order operation that has suboperations, the suboperations are also moved. A
new date constraint is set for the start date of the operation. If the order operation had already
been dispatched before the change, the operation becomes due again.

Note that you cannot change the date and time for suboperations. To move a suboperation, you
must move the corresponding order operation.

Tip

In the Change Maintenance Order Operation dialog, you can specify that the operation is
dispatched immediately when you save your changes. Use this option if you want to keep the
processing status.

Changing the Start Date for an Order

Using the Manage Maintenance Schedule for Assets app or the Maintenance Scheduling
Board app, you can move maintenance orders one at a time to another start date using drag and
drop. If the order includes any operations that have the processing status Due or Dispatched,
these operations are moved as well and any existing constraints on the operation dates are
removed automatically.

Assigning Work Centers to Yourself

To see any data in the resource scheduling apps, you must assign at least one work center to
yourself. You have to change work center assignments, for example, when order operations are
moved to a di erent work center.

Context

Complete this task in the following cases:

 You are using the resource scheduling apps for the first time.

 You've been invited to co-plan a schedule. The schedule that has been shared with you
includes operations from work centers that are not assigned to you. To see the entire
schedule, you must assign all relevant work centers to yourself.

 You're working on a shared schedule and another planner moves an order operation to a
di erent work center. If the new work center isn't assigned to you, the operation is no
longer shown in your schedule. To see it again, you must assign the work center to
yourself.

Note

For optimal performance, only show data for the work centers for which you are responsible.
You can change your work center assignment any time by adding or removing work centers.
There's only one exception: You can't remove a work center if operations from this work center
are included in one of your schedules.

Procedure
 1. Open the My Work Centers dialog. The following applies:

o When you open the Resource Scheduling for Maintenance Planners app for
the very first time, the My Work Centers dialog opens automatically. You can
open the dialog at any time using the My Work Centers option in the user
actions menu.

o In the Manage Work Center Utilization app, the Maintenance Scheduling

Board app, and the Assign Maintenance Order Operations app, use the My
Work Centers button.

o In the Manage Schedules app, if a schedule has work centers that are not
assigned to you, an information message is shown. This message includes a link
to the My Work Centers dialog.

2. Add the work centers for which you want to see data in the apps.

If a work center is linked to a team and you're authorized to view and edit work center teams,
you can click the team name to open the team in the Manage Teams and Responsibilities app.

3. Choose Assign.

Results

The resource scheduling apps show data for the work centers that you assigned to yourself.

Creating and Managing Views

If you use a set of filters or table columns often, save them in a new view. Creating di erent
views allows you to quickly compare di erent sets of data.

Context

This procedure is generally relevant for all apps that include the option to create and manage
views. However, please note the following:

 In the Maintenance Scheduling Board app, you can use views to save di erent filter
settings. Any settings that you make in the table and chart area of the app are specific to
your user and are not saved as part of a view.

 In the Manage Schedules app, when you open a schedule, you can use views to save
di erent table layouts. Any filters that you set in the table area are not saved as part of a
view.

Procedure

1. Add the required filters to the filter bar. Proceed as follows:

a. Click Adapt Filters.

b. Select the filters that you want to add. You can add just the filter field or already
enter a filter value that you want to apply.

c. Click OK to confirm your selection, then click Go.

2. If necessary, adjust the table layout by adding and removing columns.

 3. Create a new view to save your settings. Proceed as follows:

a. Click  (Select Views).

b. Click Save As.

c. Enter a name for the view. In addition, you can specify the following:

 Use the new view as default view

 Make the view public and share it with others

 Apply the filters automatically (without having to click Go)

Monitoring Key Figures for Your Work Centers

The Resource Scheduling for Maintenance Planners app is your dashboard for monitoring key
figures, such as work center utilization and number and priority of maintenance orders that you
need to work on. It also provides quick access to the schedules that are currently relevant.

Prerequisites

You've assigned work centers to yourself.

Procedure

1. In your SAP Fiori launchpad, open the Resource Scheduling for Maintenance
Planners app.

2. Click Go. You can also set one or more filters before clicking Go.

The filters you set here are global filters. This means that they remain set when you click a card
to navigate to another app. Proceed as follows:

a. Click Adapt Filters.

b. Click More Filters and make your selection.

c. Click OK.

d. To apply the filters, click Go.

Tip

Apply your preferred view automatically to immediately apply the relevant filters without you
having to click Go. To do so, select the relevant checkbox when you create or change a view.

Note

The input help for performing work centers only includes work centers that you assigned to
yourself. For some other filters, the input help may show values that are not relevant for you.

For example, the input help for order types may include order types that are not relevant for the
operations in your work centers. If you select a value that is not relevant, the app does not show
any data.

Note
The My Schedules card is not a ected by any of the filters you set. The Work Center
Utilization card is only filtered by work center.

3. Check the figures shown in the cards. The cards show data for your work centers. In
addition, the cards provide you access to other resource scheduling apps.

The following cards are available:

Card Information Shown in the Card Provides

Access to App

Due How many maintenance orders in your work Manage Work

Maintenance centers are due in the next 4 weeks, and the Center
Orders by priority of these orders Utilization
Priority

Due
Maintenance
Orders

Work Center The utilization of your work centers for the

Utilization current week and the next one

If a work center has no capacity at all in the

display time period but has maintenance
order operations or maintenance plans that
require capacity, the card shows a utilization
of 999%.

Note

Data shown in the Work Center

Utilization card is based on all order
operations and suboperations in your work
centers, independent of your authorizations.
The data shown in the other cards, however,
depends on your authorizations. This means
that you may see di erent data in the Work
Center Utilization card and the other cards.

Unconfirmed How many maintenance orders have at least

Maintenance one unconfirmed operation with a planned
Orders end date in the past 6 months, and the
processing status for these orders
 Card Information Shown in the Card Provides
Access to App

My Schedules The top 5 schedules that are upcoming, in Manage

execution, or have just been closed Schedules

Unassigned How many hours of work in your work centers Assign

Work haven't yet been assigned to a person Maintenance
responsible Order
Operations

4. Click a card to open the relevant app.

Remember

When you come back to the Resource Scheduling for Maintenance Planners app from
another app or from the SAP Fiori launchpad, make sure to click Go to update the information
shown in the cards.

Tip

You can change the length and width of all cards. Simply click on the borders of a card and
adjust its size as needed.

Where to Check Work Center Utilization in Resource Scheduling

In addition to the cards in the Resource Scheduling for Maintenance Planners app, you've
several options to graphically view work center utilization in the resource scheduling apps.

Here's an overview:

App Where to View Work Center Utilization More

Information

Resource Work Center Utilization cards Monitoring Key

Scheduling for Figures for Your
Maintenance Work Centers
Planners

Manage Work Utilization chart on the Maintenance Order Visualizing

Center Operations tab Work Center
Utilization Utilization
You can show work center utilization based on various
Based on
attributes, either for all of your work centers or for
Various
selected work centers only. The chart also shows a
Attributes
configurable target utilization for your work centers.
 App Where to View Work Center Utilization More
Information

Maintenance In the table area under  (Settings), you can enable the Visualizing
Scheduling display of color-coded utilization bars that show the Work Center
Board utilization of individual work centers. You can set Utilization in a
threshold values for showing the bars in a certain color Gantt Chart
and decide whether to show or hide bars for a certain
threshold range in the chart.

In addition to utilization information, you can show

non-working times for work centers in the chart.

Manage Utilization forecast chart on the List View tab Utilization

Schedules Forecast
Utilization forecast charts are available in
the Scoping and Refinement phases of a schedule. In
the charts, you can show the forecasted work center
utilization based on various attributes.

In the Graphical View under  (Settings), you can

enable the display of color-coded utilization bars that
show the utilization of individual work centers. You can
set threshold values for showing the bars in a certain
color and decide whether to show or hide bars for a
certain threshold range in the chart.

In addition to utilization information, you can show

non-working times for work centers in the chart.

Showing the Maintenance Orders and Order Operations in Your Work Centers

Using the cards in the Resource Scheduling for Maintenance Planners app, you can navigate
to a prefiltered overview of the maintenance orders and order operations in your work centers.

Prerequisites

You have assigned work centers to yourself.

Context

Clicking the cards shown in the Resource Scheduling for Maintenance Planners app opens
the Manage Work Center Utilization app. As an alternative, you can use the Maintenance
Scheduling Board app to show maintenance orders and order operations in a Gantt chart.

Tip

You can open the Maintenance Scheduling Board app from the Maintenance Orders tab of
the Manage Work Center Utilization app. This allows you to quickly show selected
maintenance orders for the specified time period.
Tip

For more information about how to create your own tiles with access to specific apps or data,
see Share Apps and Create Bookmarks for Apps in the user guide for SAP Fiori launchpad.

Procedure

1. In your SAP Fiori launchpad, open the Resource Scheduling for Maintenance
Planners app.

2. Click the Work Center Utilization card or one of the cards for maintenance orders.

The Manage Work Center Utilization app opens.

Depending on how you've launched the app using the cards in the Resource Scheduling for
Maintenance Planners app, the following applies:

o If you've clicked the card header, the operations and suboperations shown on
the Maintenance Order Operations tab are filtered by time period (next 4 weeks
or past 6 months) and, if applicable, by processing status.

o If you've clicked a specific row or section in one of the cards, an additional filter
is applied. For example, if you've clicked the row for a specific work center in the
utilization card, the app shows maintenance order operations for this work
center.

If you set filters in the filter bar, these filters remain set as well.

3. Optional: To show more information in the table, add additional columns using the table
settings.

For example, you can add a column that indicates whether an order operation is included in one
or more of your schedules.

4. Optional: To narrow down the list of operations, set filters as required.

Depending on the filters you want to use, you can use the filter bar or the utilization chart.

Note

The chart shows data for all order operations and suboperations in your work centers,
independent of your authorizations. The data shown in the table, however, depends on your
authorizations. This means that you may see di erent data in the chart and table.

For more information about how to use the chart for filtering, see Visualizing Work Center
Utilization Based on Various Attributes.

5. To show more detailed information for an order operation, click the link for the order
name.

An information popover opens. You can directly open the maintenance order from here.

6. To check the maintenance orders in your work centers, go to the Maintenance

Orders tab. You can also select one or more order operations and show the
corresponding orders only.

Note
Whether maintenance orders are shown in the app depends on the planned dates of its order
operations, not on the basic order dates. The orders shown have at least one order operation
whose planned dates are in the display time period.

To show maintenance orders on a timeline and to visualize attributes such as the final due date
or relationships and constraints for order operations, you can open the Maintenance
Scheduling Board app directly from this tab.

Note

You can export the data shown in the chart area (both at header and at operation level) to a
downloadable spreadsheet file by clicking on .

Next Steps

Depending on what you want to do next, the following tasks are relevant for you:

 Visualizing Work Center Utilization Based on Various Attributes

 Managing Work Center Utilization

 Scheduling Maintenance Order Operations

Managing Work Center Utilization

You've several options to manage the utilization of your work centers. If a work center is
overloaded, you can level work center utilization by moving order operations to another date or
work center. You can also change the available work center capacity for a specific target week.

Main Tasks

The following list includes the main tasks for managing work center utilization with the resource
scheduling apps:

 Visualizing Work Center Utilization Based on Various Attributes

 Checking the Material Availability Status

 Moving Order Operations to Another Date or Work Center

 Changing the Available Work Center Capacity

Next Steps

To confirm the planned dates and work center, you can either dispatch order operations directly
or you can set up one or more schedules first to check the forecasted work center utilization.
See the following tasks for more information:

 Dispatching Order Operations

 Setting Up a Schedule

Visualizing Work Center Utilization Based on Various Attributes

Using the utilization chart in the Manage Work Center Utilization app, you can visualize the
current work center utilization by specific attributes. For example, you can show the load
caused by maintenance plans by using the processing status attribute. You can also use the
chart for filtering.

Prerequisites

You've assigned work centers to yourself.

Context

The utilization chart in the Manage Work Center Utilization app shows the current utilization
data for your work centers. By contrast, the utilization chart included in the Manage
Schedules app shows the forecasted work center utilization based on a schedule simulation.
For more information about this chart, see Utilization Forecast.

Procedure

1. In your SAP Fiori launchpad, open the Resource Scheduling for Maintenance
Planners app.

2. Click the Work Center Utilization card or any of the cards for maintenance orders to
open the Manage Work Center Utilization app.

3. In the chart, select the attribute by which you want to show work center utilization.

Note

To make sure the attributes are displayed correctly, please avoid using the characters ":" or "/"
when defining new attributes for Activity Type or Priority.

You can also select the work center or work centers for which you want to show data in the
chart. If you don't select any work center, data is shown for all work centers that you assigned to
yourself.

You can make settings to adjust the layout of the chart according to your needs. For example,
you can change the utilization percentage for displaying the target line in the chart.

Tip

To see the load caused by maintenance plans, show the utilization based on processing status.
Maintenance plans have the processing status Ready to Be Called.

Note

The chart shows data for all order operations and suboperations in your work centers,
independent of your authorizations. The data shown in the table, however, depends on your
authorizations. This means that you may see di erent data in the chart and table.

4. Optional: Use the chart to filter the maintenance order operations shown in the table.
You can do the following:

o Click an item in the legend or on the horizontal axis of the chart.

o Click a data point on a line (line chart) or a bar segment (bar chart).

o Click multiple data points or bar segments using one of the following methods:
  Hold down the CTRL key as you click data points or bar segments.

 Press and hold the mouse button while drawing a "lasso" around a group
of points.

The order operations in the table are filtered accordingly. However, note the following:

o If you set filters using the chart, all previously set filters are cleared
automatically, including the ones that you've set in the filter bar. Similarly, if you
click the white space anywhere in the chart, all filters are cleared. The only
exception is the time period filter in the filter bar.

o Maintenance plans aren't shown in the table. Clicking the Ready to Be

Called status (either in the legend or in the chart) doesn't show any data in the
table.

o If data is changed by another user after you've opened the app, you must refresh
the app to update the chart.

Example

Changing the filters in the filter bar has no e ect on the data shown in the chart. As a result, you
can combine the use of the filter bar with the utilization chart to optimally plan the utilization of
your work centers before moving operations between work centers or finding a new start date
for operations:

g. In the chart, you check the utilization of your work centers. If a work center is overloaded
in a specific week, you click the relevant element in the chart to filter the operations in the table
and only show operations for this work center and the relevant week.

h. You check the list of operations in the table to identify operations that can be moved to
another date or another work center.

i. You check the chart to find another work center that has free capacity in the selected
week or find another week in which the overloaded work center has free capacity.

j. You move the order operations you identified to another work center or another start
date.

Settings for the Utilization Chart

Make settings to change the layout of the utilization chart according to your needs.

Note

Depending on how much space is available on your screen, the  (Settings) button is shown in
the chart header or included in the  (More) menu.

You can make the following settings:

 Setting What It Does

Show Utilization Allows you to specify the time period that you want to see on one page.
For You can choose between 4, 6, 8, or 12 weeks, or 4, 6, 8, or 12 months.

Note

You can page along the timeline with the display period that you have
selected.

Show Utilization Allows you to show work center utilization as a percentage or the
As capacity load and available capacity in hours.

Show Target Allows you to show a target utilization for your work centers. In the chart,
Line At (%) the target utilization is indicated by a horizontal line.

Note that this value is only relevant if you're showing the utilization as a
percentage.

Checking the Material Availability Status

Before you dispatch order operations or add order operations to your schedule, make sure that
any required material components are available. You can easily check the material availability
status in the resource scheduling apps.

Context

The material availability status shown in the resource scheduling apps is based on the material
availability (system) status of the maintenance order. Keep in mind that this status is always
shown at the level of the order header. This means that in the resource scheduling apps the
same material availability status is shown for all operations of a maintenance order.

Note

To execute a material availability check, you use the relevant asset management apps (for
example, the Schedule Material Availability Check app).

Procedure

1. Open the Resource Scheduling for Maintenance Planners app. Click one of the cards
for maintenance orders or work center utilization.

The Manage Work Center Utilization app opens.

2. Select the relevant order operations and click Show Corresponding Orders.

The Maintenance Orders tab opens and shows the material availability status for the relevant
orders. The following status values are possible:
 Material Availability Status Shown in Resource Material Availability System
Scheduling Status

Material Shortage Material shortage

I0004 (MSPT)

Material Availability Not Checked Material availability not

checked

I0420 (MANC)

No Material Components No material components

I0485 (NMAT)

Material Committed Material committed

I0340 (MACM)

Note

Alternatively, you can stay on the Maintenance Order Operations tab and add the Material
Availability Status column using the table settings.

You can also show the material availability status in the Maintenance Scheduling Board app,
the Manage Schedules app, and the Assign Maintenance Order Operations app. If you don't
see the Material Availability Status column, add it via the table settings.

Moving Order Operations to Another Date or Work Center

To level work center utilization, can change the work center or start date for an order operation.
You can move order operations that are not yet in process and that don't have cross-order
relationships.

Prerequisites

 You're in the Manage Work Center Utilization app or in the Maintenance Scheduling
Board app.

 Before dispatching an order operation, make sure that any required materials, tools, and
permits are available and that any existing predecessor operations are dispatched.

Note

If operation data is changed by another user after you've opened the app, you are not notified. If
a longer period of time has elapsed before you start making changes, we recommend that you
refresh the app to get the latest operation data.

Context
The procedure described here is generally relevant for order operations and suboperations. For
example, you can change the work center or trigger the dispatch for order operations and
suboperations. However, you can't change the start date and time for suboperations.

If you're in the Maintenance Scheduling Board app, you can also use drag and drop to move
individual order operations or entire maintenance orders directly in the chart.

Procedure

1. In the table, select one or multiple order operations by marking the checkbox.
Choose Change.

To enable this button, select operations that can still be changed and are not yet in process. If
an operation cannot be changed, you will see an icon in the Info column.

Note

Dispatching or changing multiple operations in one go saves time and helps you to manage your
work centers e iciently. However, keep in mind that the fewer order operations you select to be
dispatched or changed at the same time, the faster the action is completed.

2. In the dialog box that opens, enter a new work center or a new start date and time.

You can move order operations to any date and time in the future. The app sets a Must start
on constraint for the operation.

3. Optional: If the operations you're changing had already been dispatched and you want
them to keep their processing status, specify that the dispatch is triggered again when
you save your changes.

By default, when you change a dispatched operation, the operation becomes due again.

4. Choose Change.

Results

The changes are applied to all relevant operations. If you select multiple operations and enter a
work center, for example, and some of the selected operations are already assigned to this work
center, these operations are not changed.

Note

 To move an operation to a start date and time in the past, use the Change Maintenance
Order app.

 If you change the start date for an operation with successor operations, the start date for
these operations may also change. As a result, it may happen that successor operations
are moved to a date outside the time period shown in the apps.

 If operation data is changed by another user after you've opened the app, you are not
notified. If a longer period of time has elapsed before you start making changes, we
recommend that you refresh the app to get the latest operation data.

Changing the Available Work Center Capacity

By changing the number of resources in a work center, you can change the work center capacity
that is available in a specific calendar week. This is especially useful if you need to schedule ad-
hoc work as a result of unplanned equipment breakdowns or other maintenance emergencies.

Prerequisites

 You're in the Manage Work Center Utilization app or in the Maintenance Scheduling
Board app.

 You've assigned work centers to yourself.

 You're authorized to change work center data.

 Work centers are configured as follows:

o An active capacity version is defined at the level of the work center header.

o The work center doesn't reference an available capacity.

o The work center doesn't use a pooled capacity.

Tip

If you can't change the number of resources for a work center as described here, ask your key
user to check if the work center is set up as required.

Note

To ensure correct scheduling of operations, the work start time and the work end time must be
specified in the system time zone in the work center master data.

 You're authorized to work with the Change Work Center app. If you're missing the
required authorization, you won't be able to open the Change Work Center app as
described here.

 You're using a tablet, laptop, or desktop computer.

Context

Using the Manage Work Center Utilization app or the Maintenance Scheduling Board app,
you can adjust a work center's capacity by changing the number of resources that are assigned
to a work center in a specific calendar week. To make more complex changes to a work center's
capacity, you use the Change Work Center app.

If you have the required authorization, you can open the Change Work Center app from
the Change Work Center Capacity dialog. Just click the link shown for the work center name.

Note

In resource scheduling, the individual capacities assigned to a work center are human
resources. In the maintenance order operation, the term capacities is used instead
of resources.

Procedure

1. Click Change Work Center Capacity in the upper-right corner of the screen.

A dialog box opens, showing all work centers that are currently assigned to you.
 2. Select a calendar week and find the work center whose capacity you want to change.

The following information applies to shifts:

o Shifts are displayed in the system time zone.

o On non-working days or during non-working times, a work center is shown as

having no shift. This information comes from the factory calendar relevant for a
work center.

3. Change the number of resources as required. To preview the e ect of the change on the
available capacity, press Enter or go to the next input field.

Caution

If work center capacity is changed by another user after you've started to make changes, you are
not notified. If a longer period of time has elapsed before you're ready to save your changes,
make sure that you refresh the app to get the current data.

You can change capacity for the current date or a date in the future. Once you've started making
changes, the time period field becomes read-only.

To make more complex changes, such as changing the start and end date of a shift, or to change
the capacity of a work center that uses a pooled capacity, use the Change Work Center app. If
you've the required authorization, you can open this app by clicking the work center name.

4. Save your changes.

If all changes could be saved, the dialog box closes automatically.

If some of your changes couldn't be saved, the dialog box remains open and the app indicates
what changes were and weren't saved. This happens, for example, if a work center is currently
locked by another user or if shift data has been changed by another user.

5. To discard any unsaved changes, click Reset. Then click Cancel to close the dialog box.

Results

Work center capacity is updated in all relevant intervals and shifts.

Note

If a shift sequence and shift definition were used when the work center's capacity was set up,
the reference to the shift sequence and shift definition isn’t copied for the selected days.

Related Information

Assigning Work Centers to Yourself

Required Work Center Configuration

Showing the Maintenance Orders and Order Operations in Your Work Centers

Change Work Center

Work Center
Working with the Maintenance Scheduling Board

Using the Maintenance Scheduling Board app, you can visualize the maintenance orders,
order operations, and suboperations in your work centers as well as graphically display
relationships, work center utilization, start constraints, and other important information in a
Gantt chart.

Prerequisites

 You're using a desktop or laptop computer or a tablet.

 To work directly in the chart, for example, to draw relationships, or drag and drop order
operations, you must use a desktop or laptop computer.

Touch input is not supported. Please use a mouse or your keyboard.

 You've assigned work centers to yourself.

Procedure

1. Open the Maintenance Scheduling Board app.

The app shows the following information:

Area Information Shown

Header Shows the filters that are currently applied.

Table Lists maintenance orders, order operations, and suboperations in their

hierarchical structure.

Note

A maintenance order and its operations can have di erent work centers.
The app only shows order operations that are in one of your work centers.

Chart Visualizes maintenance orders, operations, and suboperations on a

timeline, as well as work center utilization (if this setting is selected).

To view more information for an element (for example, an order operation),

hover over the element to show the tooltip. For orders, the basic start and
end dates and times mark the start and end of the bar in the chart. For
operations and suboperations, the planned start and end dates and times
are used.

Note

If the time period is Next 4 Weeks, the chart's timeline starts one week
before this time period and ends one week after this period. If you specify
another time period, the timeline shows exactly this period.

2. Set filters as needed. Proceed as follows:

 a. Click Adapt Filters.

b. Click More Filters and make your selection.

c. Click OK.

d. To apply the filters, click Go.

Tip

Apply your preferred view automatically to immediately apply the relevant filters without you
having to click Go. To do so, select the relevant checkbox when you create or change a view.

3. Please note the following:

o As a rule, the processing status for a maintenance order is set according to the
lowest processing status of its order operations. However, if you filter for a
specific status and an order has at least one operation with this status, this
status is also shown for the order.

o If you change an order operation so that it no longer complies with the current
filters, for example, you move an operation to a date that is outside the time
period shown in the app, the operation is still shown in the list of operations until
you click Go.

4. Adjust the layout of the table area as needed. To do so, click  (Settings) to add the
required columns and to choose how you want the column content to be sorted.

Optional: If you want to keep the adjusted layout for future use, you can save it in a view
(see Using Views).

5. Make settings to show additional information in the chart or to adjust the chart layout. To
do so, click  (Settings).

6. You can open maintenance orders and technical objects directly from within the app.
Proceed as follows:

a. In the Maintenance Order column, click the name of the order or of one of the
order operations. An information popover opens.

b. To open the order, click the order name in the popover. To open a reference
object (functional location or equipment), click the functional location or,
respectively, the equipment name in the popover.

If you're using a desktop or laptop computer, you can also use the context menu to open
maintenance orders. Using this option, you can open a maximum of 5 orders at a time. Just
select one or more order bars in the chart, open the context menu, and choose Open Order.

7. Perform your tasks as needed.

If you're using a desktop or laptop computer, you can perform some actions directly in the chart.
For example, you can trigger actions from the context menu that opens when you right-click an
element (such as an order, operation, or relationship) in the chart.

Here's what you can do:

Task More Information

Create di erent views Using Views

Assign work centers to Assigning Work Centers to Yourself

yourself

Filter for technical objects Working with the Maintenance Schedule for Assets
and open the maintenance
schedule for a technical
object

Move orders and operations Moving Orders and Operations

Move operations to another Moving Order Operations to Another Date or Work

date or work center Center

Dispatch order operations Dispatching Order Operations

Cancel the dispatch of order Canceling the Dispatch of Order Operations

operations

Remove constraints for Removing Constraints for Order Operations

order operations

Create relationships Creating Relationships Between Order Operations

between order operations

Delete relationships Deleting Relationships Between Order Operations

between order operations

Add, edit, and delete o sets Working with O sets for Relationships
for relationships

Change the available work Changing the Available Work Center Capacity
center capacity

Hide maintenance Select one or more orders, then right-click to open

operations the context menu, and choose Hide Operations.
 Task More Information

Set the planned start date of Select one or more orders, then right-click to open
a maintenance order the context menu, and choose Set Planned Start to
edit the start date of the orders.

Trigger scheduling for Select one or more orders, then right-click to open
maintenance orders the context menu, and choose Trigger Scheduling.

Assign / unassign a a Select one or more orders, then right-click to open

maintenance event to / from the context menu, and choose Assign Event. If the
a maintenance order order is already assigned to a maintenance event,
you can choose Unassign Event.

Assign one or more people Assigning Operations to People

to carry out operations

Display the work center Visualizing Work Center Utilization in a Gantt Chart
utilization of performing
work centers

Note

If operation data is changed by another user after you've opened the app, you are not notified. If
a longer period of time has elapsed before you start making changes, we recommend that you
refresh the app to get the latest operation data.

Related Information

Gantt Chart Settings

Tips and Tricks

Screen Layout of the Maintenance Scheduling Board

The Maintenance Scheduling Board app includes di erent Gantt charts to help you visualize
the current planning situation of your maintenance orders, detect work centers which are
overloaded or still have free capacity, and carry out capacity leveling.

Key Screen Areas

The following simplified screenshot shows the key screen areas of the Maintenance
Scheduling Board app.
Key Screen Areas of the Maintenance Scheduling Board

The following screenshot shows some important icon buttons in the table toolbar that help you
to use the app e iciently.

Icon Buttons in the Maintenance Scheduling Board App

Tip

To zoom in (or zoom out) in the timeline at the cursor position, instead of using the icon buttons,
press and hold CTRL + SHIFT , then scroll up or down.

Gantt Charts

You can display the following Gantt charts in the Maintenance Scheduling Board:

 The order Gantt chart shows you the current planned dates of maintenance order and
order operations as well as information such as their planning status.

 The utilization Gantt chart shows you the resources that are planned for carrying out the
maintenance work. Here you get an overview of the capacity load of the the work
centers involved and can quickly spot any capacity conflicts or idle times.

Both charts show the current capacity load from di erent perspectives. You choose, whether
you want to see just the order Gantt perspective (Orders), or also the utilization perspective
(Resources).
The following screenshot shows you the Maintenance Scheduling Board where the user has
chosen to display Orders and Resources, that is, both the order Gantt chart and the utilization
Gantt chart.

Displaying Both Orders and Resources in the Maintenance Scheduling Board App

Related Information

Visualizing Work Center Utilization in a Gantt Chart

Using Views

After you have adjusted the screen layout so that it best suits your needs, you can save the
layout as a view. The next time you call up the app, it will automatically display the layout that
you stored in your default variant.

Views can store the following settings:

 Choose between displaying the Orders chart only, or both the Orders and
Resources charts.

 Adjust the column width of fields shown in the Orders and the Resources sections on
the left side of the screen. Just pull the sides of a column to the desired width.

 For most columns, you can also choose whether you want to display the column values
in ascending or descending order.

Note

The current layout of your screen is automatically saved as your default view My Scheduling
Board.

You can carry out the following actions:

 To save your layout as a view, click , then on Save.

 To see what views are already available to you, or to edit or delete a view, click , then
on Manage.
Note

You can save di erent layouts as di erent views. If you store more than one view, you can
choose which one you want to have as your default view. If you want to let your colleagues use a
view that you have set up, click on Public when you save it.

Related Information

Creating and Managing Views

Moving Orders and Operations

In the Maintenance Scheduling Board app, you have multiple ways in which you can change
the start date and time of maintenance orders and operations.

You have the following options:

 Use drag and drop:

1. In the chart, find the orders or operations that you want to move.

Tip

To show non-working times for work centers, relationships, and Must start on constraints for
order operations, enable the relevant options in the settings ( ).

2. Drag the order bar or the operation bar, respectively, to the desired start date and
time and drop it.

The following animated screenshot shows you how to drag and drop an order operation that has
a relationship to other operations in the same maintenance order. Note that the successor
operations are also moved to retain the relationships between the operations.

The app moves the operation bar to the nearest hour to the drop position.

Example

If you drag and drop an operation at 08:10, the operation is moved to start at 08:00. If you drop it
at 08:40, it is moved to start at 09:00.

Note

If you drag and drop a maintenance order, the final position of the order bar depends on the
scheduling type. If the scheduling type is Forwards in Time, the bar is moved to the nearest
hour to the drop position. If the scheduling type is Forwards, the bar is moved to the start of the
day at which you dropped it.

If you've dragged and dropped a maintenance order, any due or dispatched operations are
moved as well and any existing constraints on the operation dates are removed automatically. If
you've dropped the order at a non-working day or time, the app automatically moves the order
to the next working day.

If you've dragged and dropped an order operation, the following applies:

 The app sets a Must start on constraint for the operation start date.

 If the operation you've moved had already been dispatched, it becomes

due again.

 If you've dropped the operation at a non-working time, the bar starts in

the non-working time period. However, work center capacity
consumption only starts on the next working day.

 If the operation has a relationship to other operations, any successor

operations are also moved if the following applies:

 The successor operation doesn't have a Must start on constraint

set. If such a constraint exists, you must first remove it.

 The related operations are included in the same maintenance

order.

 Change the dates manually:

o To change order dates, carry out the following steps:

1. Select the orders in question and then right-click and choose Set Planned Start.

2. Either enter the desired date and time manually, or click on  to select the new planned
start.

The planned order start date is automatically set to the desired date and time.

o To change operation dates, carry out the following steps:

1. In the table, select one or multiple order operations by marking the checkbox.
Choose Change.

To enable this button, select operations that can still be changed and are not yet in process. If
an operation cannot be changed, you will see an icon in the Info column.

Note

Dispatching or changing multiple operations in one go saves time and helps you to manage your
work centers e iciently. However, keep in mind that the fewer order operations you select to be
dispatched or changed at the same time, the faster the action is completed.

2. In the dialog box that opens, enter a new work center or a new start date and time.

You can move order operations to any date and time in the future. The app sets a Must start
on constraint for the operation.
3. Optional: If the operations you're changing had already been dispatched and you want
them to keep their processing status, specify that the dispatch is triggered again when you save
your changes.

By default, when you change a dispatched operation, the operation becomes due again.

4. Choose Change.

The changes are applied to all relevant operations. If you select multiple operations and enter a
work center, for example, and some of the selected operations are already assigned to this work
center, these operations are not changed.

o Note

 To move an operation to a start date and time in the past, use

the Change Maintenance Order app.

 If you change the start date for an operation with successor operations,
the start date for these operations may also change. As a result, it may
happen that successor operations are moved to a date outside the time
period shown in the apps.

 If operation data is changed by another user after you've opened the app,
you are not notified. If a longer period of time has elapsed before you
start making changes, we recommend that you refresh the app to get the
latest operation data.

 Note

Unlike the drag and drop alternative, which moves the Planned Start to the closest full hour,
this option sets the exact date and time that you specify.

Tip

To trigger the scheduling of a cross-order network of operations, use the Manage

Schedules app. For more information, see Best Practice: Scheduling Operations with Cross-
Order Relationships.

Related Information

Moving Order Operations to Another Date or Work Center

Removing Constraints for Order Operations

Best Practice: Scheduling Operations with Cross-Order Relationships

Gantt Chart Settings

Make settings to adjust the layout and to show additional information in the chart areas of
the Maintenance Scheduling Board app.

The chart settings provide several options on di erent tabs. Depending on the settings that you
make, di erent elements are shown in the relevant charts. The following sections provide a tab-
by-tab overview of the available settings and how they are visualized in the charts.

Layout Settings
The following table shows the settings that you can make on the Layout tab. These settings
apply to both the order Gantt chart and the utilization Gantt chart.

Setting Setting

Indicate Current Displays a vertical dashed line that indicates the current time in the
Time chart.

Show Cursor Displays a solid line with the date as you move your cursor horizontally
Line over the chart.

Show Divider Displays vertical grid lines to indicate time intervals.

Lines

Show Status Bar Displays the date and time for the current cursor position below the
chart. This setting is e ective only if you've enabled the display of the
cursor line.

Show Optimizes the use of screen space to show more rows in the table and
Condensed chart.
Layout
Note

This setting is not available on tablets.

The following screenshot shows you how the layout settings are visualized in the order Gantt
chart.

Layout Settings

Work Center Settings

The following table shows the settings that you can make on the Work Centers tab. The setting
description tells you which Gantt chart it applies to.
 Setting What It Does

Utilization Displays a color-coded bar indicating the utilization of an operation's

Threshold and work center.
Colors
You can define threshold values for showing the utilization bars in a
certain color. You can also choose to show or hide bars in the order
Gantt chart if the utilization is within a certain threshold range.

The utilization data is aggregated for each day (in system time zone UTC)
on which the work center is open and is shown when you hover over the
bar.

This setting always applies to the utilization Gantt chart. You choose,
whether it should also apply to the order Gantt chart (See
setting Utilization).

Non-Working Visualizes times when a work center is closed as light gray vertical
Times bands in the order Gantt.

Utilization Specifies, whether you want to show the utilization of work centers in
the order Gantt.

You can choose to show the utilization of all work centers, or only show
the utilization, if it is above or below one of the predefined thresholds.

The following screenshot shows you how the work center settings are visualized in the order
Gantt chart.

Work Center Settings

The following screenshot shows you how work center utilization is visualized in the utilization
Gantt chart.

Work Center Utilization

Settings for Elements

The following table shows the settings that you can make on the Elements tab. These settings
apply to the order Gantt chart.

Setting What It Does

Show Final Due Displays a milestone icon () to indicate the latest acceptable
Date completion date for maintenance orders.

Show Implicit Displays dashed lines with an arrowhead to indicate implicit

Relationships relationships between order operations. Implicit relationships are
determined by the app based on the operation number and are only
shown if there's no explicit relationship.

If the related operation is not visible in the chart, a link icon () is shown.

Show Explicit Displays solid lines with an arrowhead to indicate relationships

Relationships between order operations. Explicit relationships are defined in the order
or by relating two operations in the Maintenance Scheduling
Board app.

If the related operation is not visible in the chart, a link icon () is shown.

Show 'Must Start Displays a vertical line at the beginning of an operation bar to indicate
On' Constraints that a Must start on constraint exists.

Show Actual This allows you to see the actual work that has already been confirmed
Dates for individual operations in a maintenance order. You can see, for
example, whether an operation has started early, is being processed as
planned, or is delayed. If you choose this setting, the actual times are
displayed as a green line under the operation bar.

The following screenshot shows you how the settings for elements are visualized in the order
Gantt chart.
Settings for Elements

Settings for Labels

The following table shows the settdngs that you can make on the Labels tab. These settings
apply to the order Gantt chart.

Setting What It Does

Show Labels You can show information such as the main work center, maintenance
for Order event, order type, or planned start date and time and planned end date and
Bars time, to the right, to the left, or inside an order bar.

Note that the planned start date and time can only be shown to the left and
the planned end date and time can only be shown to the right of an order
bar.

Show Labels You can show information, such as the performing work center, number of
for Order resources, or planned start and end, to the right, to the left, or inside an
Bars operation bar.

Note that the planned start date and time can only be shown to the left and
the planned end date and time can only be shown to the right of an
operation bar.

The following screenshot shows you how the settings for labels are visualized in the chart. In
this example, order bars show the order priority inside the bar. The order number and
description are shown to the right of the bar. Operation bars show the execution stage inside the
bar. The performing work center is shown to the left of the bar and the operation number and
description are shown to the right of the bar.
Example: Labels for Order and Operation Bars

Toggle Buttons for Selected Settings

If any of the settings for relationships, work center utilization, or labels are enabled, the app
adds a corresponding toggle button to the toolbar. Using the toggle buttons, you can show or
hide the respective elements without having to open the settings dialog again.

The following screenshot shows you what the toggle buttons look like.

Toggle Buttons for Selected Settings

Related Information

Working with the Maintenance Scheduling Board

Tips and Tricks

Personalize the screen layout and work e iciently in the Gantt chart.

Optimize the Use of Screen Space

 Condensed layout: Switch on the condensed layout in the chart settings. To do so,
click  (Settings) and select the relevant checkbox.

 Full screen in browser: Switch to full-screen mode, for example, by pressing

the F11 key.
  Zoom in browser: Zoom out the screen, for example, by holding the CTRL key and
scrolling down (scroll up to zoom in).

 Collapse header: If space is limited, collapse the header area by clicking  (Collapse
Header)

Work E iciently

 Organize table columns: You can add and hide columns as needed. To do so, click any
column header and select or deselect the relevant options. The app remembers the
displayed columns along with their set width and will keep your settings when you return
to the app.

Tip

To save your changes, click Go or briefly leave the app and come back to it. If you use the
browser refresh without saving the layout first, your changes will be lost.

 Zoom in timeline: Press and hold the CTRL + SHIFT keys, then scroll up to zoom in (or
scroll down to zoom out) in the timeline at the cursor position.

 Select multiple consecutive items in a table or a list: Select the first item by marking
the checkbox, press and hold the SHIFT key, then select the last item. To clear your
selection, click  in the checkbox column header.

Select Multiple Elements in the Chart

To trigger the same action for multiple elements at once, proceed as follows:

1. Select elements using one of the following options:

o Press and hold the CTRL key and click the elements that you want to select.

o Use your mouse to draw a "lasso" around the elements that you want to select.

The app highlights the elements in the "lassoed" area for which actions are available.

2. Note that lasso selection doesn't include relationships. To select relationships, use
the CTRL key.

3. Right-click any of the selected elements. The context menu shows all actions that are
available for the element.

4. Select the action that you want to carry out.

The action is carried out for all selected elements of the same type (or example, orders,
operations, relationships). Elements for which the action isn't possible remain unchanged.

You can also select and drag and drop multiple orders and operations by the same time interval.

Visualizing Work Center Utilization in a Gantt Chart

You can choose whether you want to see the work center utilization of performing work centers
in the Maintenance Scheduling Board app and, if so, how you want to display it.

Displaying the Utilization Gantt Chart

If, in addition to the order Gantt chart, you want to see the current capacity load from a
performing work center perspective point of view, click on Orders just below the header area
and choose Orders and Resources.

Configuring How You See Utilization in the Utilization Gantt Chart

Under Settings, you can configure four thresholds and colors for showing the utilization in the
Gantt charts:

1. On the Maintenance Scheduling Board, click  (Settings), then on Work Centers.

2. In section Utilization Threshold and Colors, define the threshold values (in percent) of
the capacity loads that you want to display in the chart, as well as the color that you
want to assign to that bandwith.

3. Click OK to save your settings.

Configuring How You See Utilization in the Order Gantt Chart

Under Settings, you can choose whether you want the thresholds for utilization rates that you
defined to also show in the order Gantt chart:

1. On the Maintenance Scheduling Board, click  (Settings), then on Work Centers.

2. In section Show in Order Gantt, choose whether you want to have non-working times
displayed in the chart.

3. Choose whether you also want to display the utilization situation also in the order Gantt.
This option displas a color-coded bar indicating the utilization.

4. Optional: You can choose to show only specific threshold values in the order chart. For
example, you could choose to only show the utilization if the load of a peforming work
center is more than 100 %.

5. Click OK to save your settings.

Checking the Material Availability Status

Before you dispatch order operations or add order operations to your schedule, make sure that
any required material components are available. You can easily check the material availability
status in the resource scheduling apps.

Context

The material availability status shown in the resource scheduling apps is based on the material
availability (system) status of the maintenance order. Keep in mind that this status is always
shown at the level of the order header. This means that in the resource scheduling apps the
same material availability status is shown for all operations of a maintenance order.

Note

To execute a material availability check, you use the relevant asset management apps (for
example, the Schedule Material Availability Check app).

Procedure
 1. Open the Resource Scheduling for Maintenance Planners app. Click one of the cards
for maintenance orders or work center utilization.

The Manage Work Center Utilization app opens.

2. Select the relevant order operations and click Show Corresponding Orders.

The Maintenance Orders tab opens and shows the material availability status for the relevant
orders. The following status values are possible:

Material Availability Status Shown in Resource Material Availability System

Scheduling Status

Material Shortage Material shortage

I0004 (MSPT)

Material Availability Not Checked Material availability not

checked

I0420 (MANC)

No Material Components No material components

I0485 (NMAT)

Material Committed Material committed

I0340 (MACM)

Note

Alternatively, you can stay on the Maintenance Order Operations tab and add the Material
Availability Status column using the table settings.

You can also show the material availability status in the Maintenance Scheduling Board app,
the Manage Schedules app, and the Assign Maintenance Order Operations app. If you don't
see the Material Availability Status column, add it via the table settings.

Related Information

Schedule Material Availability Check

Schedule Material Availability Check

Use

As a maintenance planner, you can use this app to execute material availability checks for
several maintenance orders at runtime or schedule these checks as a recurrent batch job.

The system checks whether the components required for a maintenance order are available
and updates the availability status in the orders accordingly. If you schedule the availability
check as a batch job, a report displays all error and warning messages that occurred during the
checking process, as well as the system and user statuses of the orders.

If you also schedule maintenance orders that are processed by phases, the Material
Availability Check for Maintenance Orders template enables you to reassign committed stock
from one maintenance order to another of higher priority and urgency.

For more information, see How to Perform an ATP Check for Stock Components.

Note

Key Features

If you have the business role Maintenance Planner, you can perform the following tasks:

You can view a list of all material availability checks already scheduled and navigate to the
results of the jobs that you have created.You can only view the job results on desktop devices.

You can schedule new material availability checks:

 Choose a job template and enter a job name.

 Specify the scheduling options:

o Specify the date and time for the system to start the scheduling. You can also
decide to start the scheduling run immediately.

o Enter a recurrence pattern to specify how often the scheduling job is to be

processed. You can run the job daily or even several times a day.

 Specify the parameters of the material availability check. The parameters depend on the
job template that you have chosen.

 In the Material Availability Check for Maintenance Orders template, specify the
following parameters:

o Restrict the maintenance orders to be included in the ATP run by selecting one or
more maintenance order types, maintenance planning plants and maintenance
activity types.

o Determine the maintenance orders by their scheduled start date and scheduled
end date. Alternatively, you can determine a relative scheduled date to select
maintenance orders within a rolling time period when scheduling recurrent ATP
runs.

o Select one or more process phases.

o Select one or more execution stages to restrict the operations whose

components are to be included in the ATP run.

o Select one or more material groups to restrict the stock components that are to
be assigned in the ATP run.

o Determine the scheduling options and specify whether the system should clear
all committed material quantities and reassign the committed stock material.
  In the PM Orders: Material Availability Check template, specify the following
parameters:

o Use parallel processing for the automatic scheduling of material availability

checks, and specify the number of threads the system may use.

o Specify whether the system is to display all messages or only errors and
exceptions.

o Specify whether you want the results to be saved to the application log.

o Specify which status orders must have so that they are considered by the
availability check ( for example In Progress, Outstanding, Completed, Historical)

o Specify additional selection parameters, such as location parameters or

account assignment parameters

o Enter general data or administration data as additional selection parameters

Supported Device Types

 Desktop

 Tablet

Related Information

App Implementation: Schedule Material Availability Check

How to Perform an ATP Check for Stock Components

Maintenance Process Phases

Managing Relationships Between Order Operations

Relationships describe processing and temporal dependencies between order operations. In

resource scheduling, you can visualize, create, and delete relationships.

Relationship Types

In the Maintenance Scheduling Board app and in the graphical view of the Manage
Schedules app, you can enable the display of implicit and explicit relationships between order
operations.

Explicit relationships are relationships created by a person, for example, on order creation. They
can be of di erent types, for example, finish-start (FS), start-start (SS), or finish-finish (FF).
Explicit relationships can be created between operations that are included in the same
maintenance order or in di erent orders.

Implicit relationships are used by the system if no explicit relationships exist. They're based on
the sequence indicated by the operation number and are always of type finish-start (FS).
Implicit relationships are only relevant for operations in the same maintenance order.

Note
If the scheduling type set for a maintenance order is Only capacity requirements, the apps
don't show any implicit relationships between the operations of this order. All operations by
default have the same start and end dates, which correspond to the order's basic start and
finish dates.

Working with Relationships

In the Maintenance Scheduling Board app, you can create and delete relationships between
order operations. You can also add, edit, and delete o sets for relationships, for example, to
plan breaks between related operations.

When you create a relationship between two order operations, all implicit relationships are
deleted and the newly created relationship is considered for scheduling. If both operations are
included in the same maintenance order, the app adjusts the start date of the related operation
(successor or predecessor, depending on the scheduling type) if the operation doesn't have
a Must start on constraint set.

If the related operations are included in di erent maintenance orders, you must trigger order
scheduling for the a ected orders to have the operation dates adjusted.

When you delete the last explicit relationship in a network of operations, all implicit
relationships are restored automatically.

Related Information

Creating Relationships Between Order Operations

Deleting Relationships Between Order Operations

Working with O sets for Relationships

Best Practice: Scheduling Operations with Cross-Order Relationships

Creating Relationships Between Order Operations

In the Maintenance Scheduling Board app, you can create relationships between order
operations by linking them in the chart.

Prerequisites

 You're in the Maintenance Scheduling Board app.

 You're using a desktop or laptop computer.

Note

Touch input is not supported. Please use a mouse or your keyboard.

 You've enabled the display of relationships in the chart settings.

 You've expanded the table rows of all relevant maintenance orders.

Procedure

1. In the chart, select the operation that you want to relate to another operation.
Connection points appear at the beginning and at the end of the operation bar.
 2. Select a connection point and draw a line to the operation that you want to relate to the
selected one. Drop the line at the beginning or at the end of the operation bar, depending
on the type of relationship that you want to create.

Note

Make sure that you do not create circular relationships. A circular relationship is a relationship
between the same operations that forms a closed loop with other existing relationships.

The following animated screenshot shows you how to create relationships between the order
operations in a maintenance order. Note that all implicit relationships disappear as soon as you
create the first relationship in the network of operations.

Results

As soon as you create a relationship within a network of operations, any implicit relationships
are deleted.

The app automatically adjusts the start date of the related operation if the following applies:

 The operation is included in the same maintenance order.

 The operation doesn't have a Must start on constraint set.

Next Steps

 Removing Constraints for Order Operations

If the successor operation has a Must start on constraint set, remove it. After you've removed
the constraint, the app can adjust the start date of the operation according to the relationship.

 Best Practice: Scheduling Operations with Cross-Order Relationships

If you've created a cross-order relationship, trigger scheduling for the a ected maintenance
orders. You can use the Trigger Order Scheduling button in the Maintenance Scheduling
Board app to schedule one order at a time. Or you can set up a schedule and trigger scheduling
for all related orders at once.

Related Information

Managing Relationships Between Order Operations

Working with the Maintenance Scheduling Board

Deleting Relationships Between Order Operations

Deleting Relationships Between Order Operations

In the Maintenance Scheduling Board app, you can easily delete relationships between order
operations in the chart.

Prerequisites

 You're in the Maintenance Scheduling Board app.

 You're using a desktop or laptop computer.

 You've enabled the display of relationships in the chart settings.

 You've expanded the table rows of all relevant maintenance orders.

Procedure

1. In the chart, right-click the relationship that you want to delete. Note that you can only
delete explicit relationships.

2. In the context menu that opens, select Delete Relationship.

Results

The relationship is deleted.

Note

When you delete the last explicit relationship in a maintenance order, the app automatically
restores all implicit relationships.

Related Information

Managing Relationships Between Order Operations

Working with the Maintenance Scheduling Board

Working with O sets for Relationships

By adding an o set for a relationship, you specify how much time lies between the dates of two
related operations. You can use o sets, for example, to plan breaks between two maintenance
tasks.

Prerequisites

 You're in the Maintenance Scheduling Board app.

 You're using a desktop or laptop computer.

Note

Touch input is not supported. Please use a mouse or your keyboard.

 You've enabled the display of explicit relationships in the chart settings.

Procedure

1. In the chart, find the relationship for which you want to add, edit, or delete an o set.
 2. Right-click the relationship arrow. In the context menu that opens, select the relevant
option.

If no o set exists yet, the context menu includes an option for adding an o set. If an o set
exists, you'll find an option for editing the o set and another one for deleting the o set.

Best Practice: Scheduling Operations with Cross-Order Relationships

When you create a cross-order relationship in the Maintenance Scheduling Board app, the
dates of successor operations aren't adjusted automatically. You must manually trigger
scheduling for all a ected orders.

Context

In the Maintenance Scheduling Board app, you can trigger scheduling for one maintenance
order at a time. To trigger scheduling for an entire cross-order network of operations, you can
use the Manage Schedules app.

This best practice describes how to add all orders to a schedule and trigger scheduling for the
entire network of operations.

Note

This best practice also applies if you use drag and drop to change the start date of an order
operation with cross-order relationships.

Procedure

1. Open the Manage Work Center Utilization app and add the operations of all relevant
maintenance orders to a schedule.

For more information, see Setting Up a Schedule.

2. Open the schedule and trigger automatic scheduling for all order operations.

The app schedules the relevant operations while taking all relationships into account.

Remember

As long as the processing status of an operation is Scheduled (Draft), the updated operation
dates are only visible in the schedule.

3. Dispatch the scheduled operations. The updated operation dates are saved in the
maintenance order.

4. Open the graphical view of the Manage Schedules app or the Maintenance
Scheduling Board app to check the cross-order relationships again.

Related Information

Creating Relationships Between Order Operations

Setting Up a Schedule

Scheduling Logic
Dispatching Order Operations

By dispatching an order operation or suboperation, you confirm that it has been scheduled at
the right work center and at the right time.

Prerequisites

 You're in the Manage Work Center Utilization app or in the Maintenance Scheduling
Board app.

 Before dispatching an order operation, make sure that any required materials, tools, and
permits are available and that any existing predecessor operations are dispatched.

 We recommend that you schedule and dispatch all order operations in a maintenance
order together. If you schedule and dispatch order operations separately, make sure that
you check the status of the other order operations in the order as well as the status of
any related order operations in other orders.

Note

If operation data is changed by another user after you've opened the app, you are not notified. If
a longer period of time has elapsed before you start making changes, we recommend that you
refresh the app to get the latest operation data.

Context

This procedure tells you how to dispatch a single operation or a limited number of operations at
once using the Manage Work Center Utilization app or the Maintenance Scheduling
Board app.

You can also dispatch order operations from a schedule. For more information about this
option, see Scheduling Maintenance Order Operations.

Procedure

1. Optional: Set filters as needed to narrow down the list of order operations.

For example, show the due order operations and suboperations in a specific work center.

2. Select one or multiple order operations by marking the checkbox. Make sure to select
operations that have the processing status Due.

Dispatching or changing multiple operations in one go saves time and helps you to manage your
work centers e iciently. However, keep in mind that the fewer order operations you select to be
dispatched or changed at the same time, the faster the action is completed.

3. Choose Dispatch.

Tip

To change order operations in the Maintenance Scheduling Board app, you can either use the
toolbar buttons or the context menu that opens when you right-click an operation bar in the
chart. Note that the context menu is only available if you're using a desktop or laptop computer.

Results
The processing status for the selected operations changes from Due to Dispatched. Any
existing constraints on the operation dates are removed and a Must start on constraint is set.

Note

If you also selected operations that are already dispatched or in process, the processing status
of these operations does not change.

Related Information

Canceling the Dispatch of Order Operations

Handling of Date Constraints

Scheduling Maintenance Order Operations

Processing Status

Removing Constraints for Order Operations

In the Maintenance Scheduling Board app, you can remove date constraints for order
operations, for example, after canceling the dispatch of an operation.

Prerequisites

 You're in the Maintenance Scheduling Board app.

 You've expanded the table row of the relevant maintenance order.

 The selected order operations are not yet in process.

Tip

Enable the display of relationships and Must start on constraints for operations in the settings
( ).

Context

This feature can be useful in the following cases, for example:

 You've canceled the dispatch of an order operation. You now want to remove the Must
start on constraint that was set automatically when the operation was dispatched.

 You want to cancel the dispatch of an operation and at the same time remove the
constraint. By removing the constraint of an operation, its dispatch is automatically
canceled and its status reset to Due.

 You've set a new start date for an order operation that has a relationship to another
operation. Due to an existing Must start on constraint, the start date of the successor
operation is not adjusted. As a result, the relationship between the predecessor and the
successor operation is violated.

Once you remove the constraint set for the successor operation, the app automatically adjusts
the operation's start date to repair the relationship.

Procedure

1. In the table area, select one or more order operations by marking the checkbox.
 2. In the toolbar, choose Remove Constraints.

Tip

To change order operations in the Maintenance Scheduling Board app, you can either use the
toolbar buttons or the context menu that opens when you right-click an operation bar in the
chart. Note that the context menu is only available if you're using a desktop or laptop computer.

Results

The app removes all constraints set for the selected order operations, including any Must start
on constraints. Keep in mind that operations may be rescheduled automatically if relationships
to other operations exist.

Related Information

Handling of Date Constraints

Gantt Chart Settings

Canceling the Dispatch of Order Operations

By canceling the dispatch of an order operation or suboperation, you take back the confirmation
of planned dates and work center.

Prerequisites

You're in the Manage Work Center Utilization app or in the Maintenance Scheduling
Board app.

Note

If operation data is changed by another user after you've opened the app, you are not notified. If
a longer period of time has elapsed before you start making changes, we recommend that you
refresh the app to get the latest operation data.

Procedure

1. Optional: Set filters as needed to narrow down the list of order operations.

For example, show the dispatched order operations and suboperations in a specific work
center.

2. Select one or multiple order operations or suboperations by marking the checkbox.

Make sure to select operations that have the processing status Dispatched.

3. Choose Cancel Dispatch.

Tip

To change order operations in the Maintenance Scheduling Board app, you can either use the
toolbar buttons or the context menu that opens when you right-click an operation bar in the
chart. Note that the context menu is only available if you're using a desktop or laptop computer.

Results
The dispatch of the selected operations is canceled and the processing status for the selected
operations changes from Dispatched to Due. The constraint on the operation start date
remains unchanged.

Note

If you also selected operations that are not yet dispatched or are in process, the processing
status of these operations does not change.

Next Steps

Removing Constraints for Order Operations

Related Information

Handling of Date Constraints

Planning Maintenance Work for Assets

The resource scheduling apps help you to keep track of and plan maintenance work for assets.

Note

An asset is a technical object in the SAP system. An asset can be a functional location or a
piece of equipment.

Here's what you can do:

 Use filters to quickly find all maintenance orders associated with a particular functional
location or piece of equipment.

 Navigate to the Display Technical Object app to view details for a functional location or
piece of equipment.

 View assets in their hierarchical structure and get an overview of planned maintenance
activities, required shutdowns, and scheduled maintenance plan calls for the next 4
weeks.

 View maintenance events for an asset to quickly identify available maintenance

windows.

 Navigate to the maintenance planning bucket associated with a maintenance event to

view more information about the event or to change the event.

Aligning Maintenance Orders with Asset Availability

You can see when an asset is available to carry out maintenance. In order to align orders with
maintenance windows (events), right-click on the order in question and choose:

 Move an order along the timeline using drag and drop.

In the chart area, move the order bar to the desired start date and time and drop it.

 Set Planned Start, then enter the desired date and time manually, or click on  to select
the new planned start.

The planned order start date is automatically set to the desired date and time.
Note

Unlike the drag and drop alternative, which moves the Planned Start to the closest full hour,
this option sets the exact date and time that you specify.

 Trigger Scheduling

The order is rescheduled using the current scheduling data, including any actual recorded
operation times.

 Open Order

The order is opened.

 Show in Maintenance Scheduling Board

The order is opened in the maintenance scheduling board.

 Assign Event to assign the order to a maintenance event.

 Unassign Event to remove the order from a maintenance event.

Related Information

Finding Maintenance Orders Associated with an Asset

Working with the Maintenance Schedule for Assets

Finding and Using Maintenance Windows

Finding Maintenance Orders Associated with an Asset

Using filters, you can quickly find the maintenance orders that are associated with a specific
asset.

Context

An asset is a technical object in the SAP system. An asset can be a functional location or a
piece of equipment.

The following procedure describes the end-to-end process, starting with the Resource
Scheduling for Maintenance Planners app. Alternatively, you can use the Maintenance
Scheduling Board app to filter for maintenance orders associated with an asset.

Filters and table columns to find and show functional locations and pieces of equipment are
available in all apps. Note that you may have to add them manually to your current view.

Procedure

1. In your SAP Fiori launchpad, open the Resource Scheduling for Maintenance
Planners app. Add the functional location filter (and, if necessary, the equipment filter)
to the filter bar.

Tip

If you use a set of filters or table columns often, save them in a new view. For more information,
see Creating and Managing Views.
 2. Filter for the functional location or piece of equipment that you are interested in. To find
all orders and operations associated with the asset and all its subobjects, enter a part of
the asset name plus an asterisk.

Example

You're looking for maintenance orders for all functional locations and pieces of equipment
under functional location XY01-AB. In the functional location filter, you enter XY01-AB*.

The cards for maintenance orders are updated accordingly.

3. Click one of the cards for maintenance orders to open the Manage Work Center
Utilization app.

The app shows all maintenance orders and order operations that are associated with the asset.

4. To get a graphical overview of the asset in its hierarchical structure, including the
maintenance activities for the next 4 weeks, click the link in the Functional
Location column or, respectively, the Equipment column and open the maintenance
schedule.

The maintenance schedule opens in the Manage Maintenance Schedule for Assets app.

Next Steps

Working with the Maintenance Schedule for Assets

Related Information

Creating and Managing Views

Working with the Maintenance Schedule for Assets

The Manage Maintenance Schedule for Assets app allows you to visualize an asset in its
hierarchical structure. You can graphically view the maintenance work planned for the asset
and all its subassets and show maintenance events to easily find time periods during which the
asset is available for maintenance.

Prerequisites

 You're using a desktop, laptop, or tablet computer.

 To work directly in the chart, for example, to drag and drop orders, or to open (right click)
context menus for orders, you must use a desktop or laptop computer.

Touch input is not supported. Please use a mouse or your keyboard.

 You're in the Maintenance Scheduling Board app or in the Manage Work Center
Utilization app and are showing the relevant columns (Functional
Location, Equipment, or Technical Object).

 You're authorized to view functional locations and pieces of equipment.

Context

The following simplified screenshot shows the Manage Maintenance Schedule for Assets app.
Manage Maintenance Schedules for Assets

Procedure

1. If necessary, filter for the functional location or piece of equipment that you’re
interested in.

2. In the table area, click the link in the Functional Location or the Equipment column.

You can also use the link in the Technical Object column. Depending on the technical object
type, this column shows the same link as the Functional Location or, respectively,
the Equipment column.

3. In the popover that opens, click Open Maintenance Schedule.

The Manage Maintenance Schedule for Assets app opens. The default view shows data for the
next 4 weeks. You can, however, change this to one of the following time ranges:

o Current week

o Next week

o Custom date range

Here's what's shown in the di erent areas of the app:

Area Information Shown

Header Shows the name of the maintenance schedule, the time period, and the
superior asset.

Note

You can also open the maintenance schedule of the superior asset. To do
so, click the asset name.
 Area Information Shown

Table Shows the asset and all subassets in their hierarchical structure.

When you expand the higher-level entries, the app shows all subordinate
assets (functional locations and pieces of equipment) that are currently
installed. Dismantled assets aren't shown.

If available, maintenance orders and maintenance items associated with

an asset are shown as separate entries below the respective asset.

Note

If a maintenance order or item is associated with both a functional

location and a piece of equipment, the order is shown as a subentry for
the piece of equipment.

Chart Shows maintenance orders, maintenance calls, and other information in

the time range selected.

Note

For the default time period Next 4 Weeks, the chart's timeline starts one
week before this time period and ends one week after this period.

At the level of the asset, a rectangular bar indicates that maintenance

orders exist in the selected time period and that the asset is under
maintenance.

At the level of the maintenance order, a chevron bar shows you when the
order starts and ends. Colors are used to indicate the processing status of
the order (Due, Dispatched, In Process).

A red line below a bar indicates that the asset must be shut down. This
information is shown for order bars and for the summary bars shown at
asset level. The app retrieves this information from the system condition
set for a maintenance order.

At the level of the maintenance item, a colored chevron bar indicates that
a maintenance call object (maintenance order) has been generated.
Upcoming maintenance calls are visualized using an inverted pentagon
arrow.

Note

The app shows maintenance items if their call objects are maintenance
orders or service orders. If a maintenance plan is deactivated or marked
for deletion, the app does not show any call objects.

4. Adjust the layout of the table area as needed. To do so, click  (Settings) to add the
required columns and to choose how you want the column content to be sorted.
Optional: If you want to keep the adjusted layout for future use, you can save it in a view.

5. Make settings to show additional information in the chart or to adjust the chart layout.
For example, you can enable the display of maintenance events in the chart. To open the
settings, click  (Settings).

6. You can open maintenance orders and technical objects directly from within the app:

a. In the Maintenance Order column, click the name of the order. An information popover
opens.

b. To open the order, click the order name in the popover. To open a reference object
(functional location or equipment), click the functional location or, respectively, the equipment
name in the popover.

7. Perform your tasks as needed. Here's what you can do:

Task More Information

Create di erent views See Using Views

Move maintenance Finding and Using Maintenance Windows

orders to maintenance
events

Change the dates of Moving Orders and Operations

maintenance orders

Share the maintenance Click  (Share) and then  (Send E-Mail).

schedule with another
planner or reviewer

Save the maintenance Click  (Share) and then  (Save as Tile).

schedule as a tile in your
Tip
SAP Fiori launchpad
For more information about how to create your own tiles
with access to specific apps or data, see Share Apps
and Create Bookmarks for Apps in the user guide for
SAP Fiori launchpad.

8. Tip

9. Right-click on a maintenance order to carry out the following actions more quickly.

o Set Planned Start

Enter the desired date and time manually, or click on  to select the new planned start.

The planned order start date is automatically set to the desired date and time.
Note

Unlike the drag and drop alternative, which moves the Planned Start to the closest full hour,
this option sets the exact date and time that you specify.

o Trigger Scheduling

The order is rescheduled using the current scheduling data, including any actual recorded
operation times.

o Open Order

The order is opened.

o Show in Maintenance Scheduling Board

The order is opened in the maintenance scheduling board.

o Assign Event

The order is assigned to a maintenance event.

o Unassign Event

If the order is already assigned to a maintenance event, you can unassign it.

Related Information

Working with the Maintenance Scheduling Board

Gantt Chart Settings

Share Apps and Create Bookmarks for Apps

Using Views

After you have adjusted the screen layout so that it best suits your needs, you can save the
layout as a view. The next time you call up the app, it will automatically display the layout that
you stored in your default variant.

Views can store the following settings:

 Choose between displaying the Orders chart only, or both the Orders and
Resources charts.

 Adjust the column width of fields shown in the Orders and the Resources sections on
the left side of the screen. Just pull the sides of a column to the desired width.

 For most columns, you can also choose whether you want to display the column values
in ascending or descending order.

Note

The current layout of your screen is automatically saved as your default view My Scheduling
Board.

You can carry out the following actions:

 To save your layout as a view, click , then on Save.

  To see what views are already available to you, or to edit or delete a view, click , then
on Manage.

Note

You can save di erent layouts as di erent views. If you store more than one view, you can
choose which one you want to have as your default view. If you want to let your colleagues use a
view that you have set up, click on Public when you save it.

Related Information

Creating and Managing Views

Gantt Chart Settings

Make settings to adjust the layout and to show additional information in the chart area of
the Manage Maintenance Schedule for Assets app.

The chart settings provide several options on di erent tabs. Depending on the settings that you
enable, di erent elements are shown in the chart area. The following sections provide a tab-by-
tab overview of the available settings and how they are visualized in the chart.

Layout Settings

The following table shows the settings that you can make on the Layout tab.

Setting Setting

Indicate Current Displays a vertical dashed line that indicates the current time in the
Time chart.

Show Cursor Displays a solid line with the date as you move your cursor horizontally
Line over the chart.

Show Divider Displays vertical grid lines to indicate time intervals.

Lines

Show Status Bar Displays the date and time for the current cursor position below the
chart. This setting is e ective only if you've enabled the display of the
cursor line.

Show Optimizes the use of screen space to show more rows in the table and
Condensed chart.
Layout
Note

This setting is not available on tablets.

Settings for Elements

The following table shows the settings that you can make on the Elements tab.

Setting What It Does

Show Final Due Date Displays a milestone icon () to indicate the latest acceptable
completion date for maintenance orders.

Show Maintenance Displays a color-coded horizontal bracket to indicate when an asset

Events is available for maintenance.

A red bracket indicates that the asset is planned to be shut down

during the maintenance event, a gray bracket indicates that no
shutdown is planned during the event.

Show Order The hatched rollup bar at asset level which indicates that
Summary in Asset maintenance orders exist and that the asset is under maintenance
Row can now be hidden.

Settings for Labels

The following table shows the settings that you can make on the Labels tab.

Setting What It Does

Show Labels for You can show information, such as the main work center,
Order Bars maintenance event, order type, or basic start and finish, to the right,
to the left, or inside an order bar.

Note that the basic start date and time can only be shown to the left
and the basic finish date and time can only be shown to the right of
an order bar.

Labels for You can show information, such as the event description, the
Maintenance planning bucket, or the start and end of the maintenance event, to
Events the right or to the left of an event shape.

Note that the start date and time can only be shown to the left and
the end date and time can only be shown to the right of an event
shape.

The following screenshot shows you how some of the settings are visualized in the chart.
Chart Settings

Toggle Buttons for Selected Settings

If the label settings and the setting for the order summary display are enabled, the app adds a
corresponding toggle button to the toolbar. Using the toggle buttons, you can show or hide the
respective elements without having to open the settings dialog again.

The following screenshot shows you what the toggle buttons look like.

Toggle Button for Selected Settings

Related Information

Working with the Maintenance Schedule for Assets

Finding and Using Maintenance Windows

Tips and Tricks

Personalize the screen layout and work e iciently in the Gantt chart.

Optimize the Use of Screen Space

 Condensed layout: Switch on the condensed layout in the chart settings. To do so,
click  (Settings) and select the relevant checkbox.

 Full screen in browser: Switch to full-screen mode, for example, by pressing

the F11 key.

 Zoom in browser: Zoom out the screen, for example, by holding the CTRL key and
scrolling down (scroll up to zoom in).
  Collapse header: If space is limited, collapse the header area by clicking  (Collapse
Header)

Work E iciently

 Organize table columns: You can add and hide columns as needed. To do so, click any
column header and select or deselect the relevant options. The app remembers the
displayed columns along with their set width and will keep your settings when you return
to the app.

Tip

To save your changes, click Go or briefly leave the app and come back to it. If you use the
browser refresh without saving the layout first, your changes will be lost.

 Zoom in timeline: Press and hold the CTRL + SHIFT keys, then scroll up to zoom in (or
scroll down to zoom out) in the timeline at the cursor position.

 Select multiple consecutive items in a table or a list: Select the first item by marking
the checkbox, press and hold the SHIFT key, then select the last item. To clear your
selection, click  in the checkbox column header.

Select Multiple Orders in the Chart

To trigger the same action for multiple orders at once, proceed as follows:

1. Select maintenance orders using one of the following options:

o Press and hold the CTRL key and click the orders that you want to select.

o Use your mouse to draw a "lasso" around the orders that you want to select.

The app highlights the orders in the "lassoed" area for which actions are available.

2. Right-click any of the selected orders. The context menu shows all actions that are
available for the order.

3. Select the action that you want to carry out.

The action is carried out for all selected orders.

Finding and Using Maintenance Windows

Show maintenance events in the Manage Maintenance Schedule for Assets app to easily
identify time periods during which an asset is available for maintenance. Then assign the
maintenance event to the order in the Change Maintenance Order app or in the Manage
Maintenance Schedule for Assets app to move the order to this time period.

Prerequisites

 To work directly in the chart, for example, to drag and drop orders, or to open (right-click)
context menus for orders, you must use a desktop or laptop computer.

Touch input is not supported. Please use a mouse or your keyboard.

 You've opened the maintenance schedule for an asset and enabled the Show
Maintenance Events setting.
  Event-based planning buckets with maintenance events are available. An administrative
order exists for the event.

Note

Administrative orders inherit the time and scope data of the planning bucket. They're used to
block the production capacity of the asset on which the maintenance is performed.

Administrative orders aren't shown in the Manage Maintenance Schedule for Assets app. You
can view them in the Maintenance Scheduling Board app.

Context

This procedure describes one way of assigning a maintenance order to a maintenance event.
Alternatively, you can use the Manage Maintenance Backlog app.

Procedure

1. Expand the entries in the table area of the app. In the chart, color-coded brackets
indicate the maintenance events available for the asset. The color shows you whether or
not the asset will be shut down during the event.

2. Identify the relevant maintenance event and the maintenance order that you want to
move to this event.

3. In the chart, hover over the maintenance event or click the event shape to show the
event name. Make a note of the name.

Note

Alternatively, configure the layout settings to show the maintenance event name as a label.
(see Gantt Chart Settings)

4. Select an order and then right-click to open the context menu and click Assign Event.

5. Choose the relevant maintenance event and click Assign.

The order is assigned to the event and the chart area is automatically updated.

Tip

In the table area, add the Maintenance Event column to show the maintenance event in the
order row. You can also add it as a label in the chart area (see Gantt Chart Settings).

Results

If the maintenance order dates were initially outside the maintenance event time frame, the
order dates are adjusted. In the table area, the Maintenance Event column shows the event
name in the order row.

Tip

To open details for a maintenance event, you can either click the link in the Maintenance
Event column or the event shape in the chart. From the details, you can navigate to the planning
bucket that includes the event.

Related Information
Working with the Maintenance Schedule for Assets

Gantt Chart Settings

Manage Maintenance Planning Buckets (Old Version)

Event-Based Planning Buckets

Scheduling Maintenance Order Operations

One way to schedule order operations is to set up schedules in the Manage Schedules app.
You can create multiple schedules to simulate and compare work center utilization in di erent
scenarios, collaborate with others, and dispatch all scheduled operations in one go.

The following interactive overview illustrates the di erent phases a schedule typically goes
through and the tasks that are relevant in each phase. Hover over a scheduling phase for a short
description and click for details.

Note

For information about how this process fits into the overall maintenance process,
see Scheduling.

Related Information

About Schedules

Scheduling Process: Example

Best Practice: Scheduling Operations with Cross-Order Relationships

Scheduling

About Schedules
A schedule is a worklist that includes the maintenance order operations to be completed in a
specific period.

Note

The following information is about the schedules that you set up in the Manage Schedules app.
For more information about maintenance schedules for assets, see Monitoring of Maintenance
Schedules for Assets.

What's in a Schedule?

A schedule is a simulation that is only visible to the person who created it and to people with
whom the schedule was shared. As a planner, you can make changes to a schedule until you or
somebody else freezes it. Any schedules that have not been frozen before its start date are
automatically deleted.

You can create one or more schedules for the same schedule period in the future. This allows
you to compare di erent scheduling variants.

Depending on the schedule status, a schedule includes maintenance order operations with
various processing statuses. You start by adding due operations to a schedule. The app then
adds operations that have already been dispatched or are in process if they overlap with the
schedule period and are in the same work center as the operations you added. These
operations make up a work center's base load.

Once you start setting a start date for due order operations –either manually or using automatic
scheduling–, your schedule also includes operations that have the status Scheduled (Draft).
When you freeze a schedule, these operations are dispatched and any remaining due
operations are removed automatically.

Once the schedule period has started and the schedule is being executed, in addition to order
operations with the processing statuses Dispatched and In Process, you will also see order
operations that have the processing status Confirmed. These operations have already been
completed by a maintenance worker.

Schedule Status

The schedule status indicates the current phase in the scheduling process. It also controls what
you can do with your schedule. The following interactive overview shows possible schedule
statuses. Click a status box for more information.
This is an interactive overview. Click a box for more information.

View Options

When you set up a schedule, you have two options to view the order operations in your
schedule:

 List view

In addition to the list of order operations, the list view shows a utilization forecast for your work
centers.

 Graphical view

This view visualizes the order operations on a timeline. Use the graphical view to quickly identify
scheduling conflicts and relationships between order operations. The graphical view is available
in the Scoping and Refinement phases.

Note

The graphical view is only shown if you are using a desktop PC, notebook, or tablet.

Collaboration Options

You can share a schedule with others, for example, if you want somebody from production to
review the schedule before you freeze it. The activity log that is part of each schedule helps you
to keep track of the changes made by others and allows you to post and reply to comments. You
can also download a schedule as a spreadsheet, for example, to share it o line.

Related Information

Scheduling Maintenance Order Operations

Scheduling Logic

Planning Maintenance Work for Assets

Collaborating on a Schedule

Utilization Forecast

The utilization forecast is a chart that is available in the list view of a schedule. Depending on
the status of the schedule, the chart shows the forecasted work center utilization for the entire
schedule period or for each day of the week within the schedule period.

Note

The utilization forecast is only visible to planners. If you have been added as a reviewer to a
schedule, you do not see the forecast charts.

Schedule Forecast

In the Scoping phase, a schedule includes a work center utilization forecast for the entire
schedule period. In this schedule forecast, all operations in the schedule contribute to the load
in the schedule period, independent of the original planned operation dates.

The forecasted utilization is calculated based on the following data:

 Total available capacity of the work center

 Operating time (in hours) of the work center

 Load caused by the due order operations that were added to the schedule

 Load caused by the order operations that are already dispatched or in process in the
schedule period (base load)

 Work, duration, and number of resources (maintenance workers) required by an order

operation

Note

In resource scheduling, the individual capacities assigned to a work center are human
resources. In the maintenance order operation, the term capacities is used instead
of resources.

The following applies:

 If the duration of a due order operation is less than the operating time of the work center,
the app calculates utilization based on the work of the order operation.

 If the duration of a due order operation exceeds the operating time of the work center,
the app calculates utilization based on the operating time of the work center multiplied
by the number of resources required by the operation.

 Order operations that have already been dispatched or are in process and whose dates
overlap with the schedule period are taken into account with the load that they cause in
the schedule period.
  Order operations that you have already scheduled but not yet saved are also taken into
account. The app sums up the load that the scheduled operations cause on each day of
the schedule.

Example

Let's look at the “Mechanics” work center for a schedule of one week. The total operating time
per week is 40 hours. The total available capacity is 80 hours.

Day of the Start End Length Capacity Required Operating Available

Week Time Time of Utilization Resources Time Work
Break Center
Capacity

Monday 8:00 4:00 0 100% 2 8 hours 16 hours

a.m. p.m. hours

Tuesday 8:00 4:00 0 100% 2 8 hours 16 hours

a.m. p.m. hours

Wednesday 8:00 4:00 0 100% 2 8 hours 16 hours

a.m. p.m. hours

Thursday 8:00 4:00 0 100% 2 8 hours 16 hours

a.m. p.m. hours

Friday 8:00 4:00 0 100% 2 8 hours 16 hours

a.m. p.m. hours

Aggregated 40 hours 80 hours

results

You now add operation “5501/10: Disassemble Machine” to your schedule. Let's assume it is
the only due operation added for this work center in the schedule period. The operation has a
duration and work of 10 hours and requires 1 resource (maintenance worker). Utilization is
calculated as follows:

Forecasted Utilization (%) = 10 / 80 * 100 = 12.5

As a result, the utilization forecast shows a utilization of 12.5% for processing status Due.

You now add operation “5501/20: Repair Hydraulic Components” to your schedule. The
operation has a duration of 10 hours, work of 20 hours, and requires 2 resources. This increases
the forecasted utilization by 25%:

Forecasted Utilization (%) = 20 / 80 * 100 = 25

You now add operation “5603/20: Repair Engine”. The operation has a duration of 100 hours,
work of 200 hours, and requires 2 resources. As a result, work center utilization increases by
100%:

Forecasted Utilization (%) = 40 * 2 / 80 * 100 = 100

Daily Forecast

In the Refinement phase, the schedule includes a daily forecast. The daily forecast shows the
forecasted utilization per work center for every day of the week within the schedule period. The
forecasted utilization is calculated based on the order operations that have one of the following
statuses: Scheduled (Draft), Dispatched, or In Process. The due operations in the schedule
are not used for the daily forecast.

The following applies:

 Order operations that have already been dispatched or are in process, and whose dates
are only partially in the schedule period, cause a load on the respective days of the
schedule.

 If an order operation is scheduled so that it starts in the schedule period and ends after
the schedule period, the utilization forecast is based on the load that is caused on the
relevant days of the schedule.

 If you manually set a start date on which the work center cannot provide a time slot to
cover the entire order operation, and the duration of the operation is less than the
operating time of the work center, the operation is scheduled for the selected date. The
start time is set to the time when the work center opens.

 If you manually set a non-working day as start day without specifying a start time, the
app schedules the operation for the selected day (from 00:00:00 to 23:59:59). The
forecast shows a utilization of 999%.

Example

Order operation “5701/10: Clean Engine and Apply Lubricants” was dispatched so that it starts
before and ends after the schedule period. The operation has a duration and work of 120 hours
and requires 1 resource. The operation causes a load of 40 hours in the schedule period. For
the “Mechanics” work center, this would result in a daily utilization of 50% from Monday to
Friday, and a utilization of 0% for Saturday and Sunday.

Forecasted Utilization (%) = Duration per Day / Available Capacity per Day * 100 = 8 / 16 * 100 =
50

Order operation “5804/10: Repair Equipment” was dispatched so that it starts before the
schedule period and ends on Wednesday at 4:00 p.m. The operation causes a load of 24 hours
in the schedule period. For the “Mechanics” work center, this would increase the daily
utilization by 50% for the days from Monday to Wednesday.

Related Information

Work Center Utilization

About Schedules
Scheduling Logic

Scheduling Logic

When you set a start date or trigger automatic scheduling for the order operations in your
schedule, the app tries to find a time slot for each operation in the schedule period, while
considering certain operation attributes, such as priority and relationships. You can also set the
start time manually.

Factors That Determine How Operations Are Scheduled

Basic Factors

The following figure shows how the precedence of operations is determined when you use
manual scheduling. The factors are sorted in the order of importance.

Determination of Scheduling Sequence (Manual Scheduling)

The following example shows you how the priority of order operations a ects the scheduling
sequence. Let's assume that you use automatic scheduling. Note that there are no explicit
relationships between the operations.
Example: Scheduling Sequence Based on Priority (Automatic Scheduling)

Now, let's look at the same example again. This time you combine manual and automatic
scheduling. Let's assume you set Monday as start day for 4712/10 and then trigger automatic
scheduling for the remaining operations. The following figure illustrates the scheduling
sequence.

Example: Scheduling Sequence (Manual and Automatic Scheduling Combined)

Relationships

A relationship describes the temporal dependencies between two operations. During

scheduling, the app considers finish-start (FS) relationships and start-start (SS) relationships
between operations that belong to the same order and between operations that belong to
di erent orders (cross-order relationships).

If the person creating a maintenance order does not explicitly specify a relationship between
the order operations, the app uses the operation number to determine the sequence of
operations (implicit relationship). If an explicitly defined relationship exists for the operations in
an order, this relationship takes precedence over the normal operation sequence.

The following applies:

 When determining time slots for order operations, the app only considers relationships
between operations that are included in your schedule.

 The app takes into account predecessor relationships for the operation that is being
scheduled.

 When determining a time slot for a predecessor operation, the app tries to schedule the
operation before its successor.

 If the app does not find a time slot that allows it to keep the relationship, the result
depends on whether you use manual or automatic scheduling:
 o If you manually set a start date, the operation is scheduled to start as soon as
the operation's work center opens on the selected start date.

o If you use automatic scheduling, the operation is not scheduled and the
processing status remains Due.

In a network of related operations, the scheduling sequence is determined according to the

highest precedence of any of the operations in the network. Order operations that are part of
such a network are scheduled together so that the sequence is kept. A network of related
operations can be based on explicit relationships or on implicit relationships.

For example, if one operation in a network of related operations has a high priority, the app
considers all predecessors as high-priority operations, regardless of their actual priority.
Similarly, if the start day for one of the operations was set manually, all operations in the
network take precedence over automatically scheduled operations.

If there are multiple networks of related operations, the app uses the general rules described
above to determine which network to schedule first.

The following figure shows an example. Let's assume that you use automatic scheduling. The
operations in the first network take precedence because the network includes one operation
with very high priority, thus making the whole network a very high-priority one. The second
network comes next because it does not include any operations with very high priority.

Example: Scheduling of Networks of Related Operations (Automatic Scheduling)

The same rule is applied for the basic finish date and the order number. For total work, the app
uses the aggregated total work of all successor operations to determine an operation's
precedence for scheduling.
Now, let's look at the same example again. The following figure illustrates the sequence if you
combine manual and automatic scheduling. You set a start day for one of the operations in the
second network and use automatic scheduling for the other operations. The second network is
scheduled first because manual scheduling always takes precedence over automatic
scheduling.

Example: Scheduling of Networks of Related Operations (Manual and Automatic Scheduling

Combined)

Breaks

During scheduling, the app distributes the time for breaks proportionally over the opening time
of the work center. If shifts have been defined, breaks are distributed proportionally over the
time of the shift.

Example

The “Electricians” work center is available from 8:00 a.m. to 5:00 p.m., with a one-hour break.
No shifts have been defined for the work center. Order operation “4708/10: Install Wiring” has a
duration and work of 4 hours. When scheduling the operation, the app looks for a time slot of 4
hours and 30 minutes. This is because the app distributes the 1-hour break time proportionally
across the 9 hours during which the work center is open. As a result, if enough capacity is
available in the morning, the operation is scheduled from 8:00 a.m. to 12:30 p.m.

Operations Split Across Multiple Operating Times or Shifts

The app tries to schedule each operation on a single day. However, there are situations where
an operation has to be split across multiple days, or where there are gaps in the operation
execution during the day:

 Operation spans multiple days

The app has to split an operation across multiple days in the following cases:

o The duration of the operation exceeds the operating time of the work center on
the selected start date

In this case, the app schedules the operation so that it uses the available capacity on the
selected date and the remaining required capacity on the next day.

o A night shift has been defined for the work center

If you want to schedule an order operation that spans multiple days, it may happen that there's
not enough capacity to schedule the entire operation for the schedule period. In this case, you
can manually set a start date for the operation in the schedule. The app then schedules a part of
the operation for the schedule. The remaining operation carries on after the schedule ends.
Keep in mind that the app does not check the capacity beyond the schedule end date. Make
sure that you check for potential scheduling conflicts occurring after the schedule end and
adjust the order operation dates as required.

 Daily operating time of work center is split into shifts

If there are gaps between the daily shifts of a work center, an operation can also be split into
segments within one day.

Note

The fact that the app tries to avoid splitting operations across multiple days can create
scheduling gaps between operations. For example, if there is not enough capacity to execute an
operation at the end of a day, the entire operation will be moved to the following day. If you want
to close such a scheduling gap, set the operation start date and time manually to the preceding
day.

Related Information

Utilization Forecast

Manual and Automatic Scheduling - When to Use What

Scheduling Conflicts

Scheduling Conflicts

A scheduling conflict occurs, for example, when a work center does not have enough capacity
to schedule an operation for the selected day. Depending on the cause of the conflict and on
whether you use manual or automatic scheduling, scheduling is canceled or a fallback solution
is applied.

In the app, conflict warnings or error messages are shown for the operation that causes the
conflict, not for all operations involved in the conflict.

Remember

Conflicts are only shown if they occur in the schedule period. If an order operation is scheduled
in such a way that it extends beyond the schedule period, the app does not check the capacity
situation beyond the schedule period.

The following table provides an overview of potential conflict scenarios.

Conflict Scenario Manual or Occurs When Fallback Solution
Automatic
Scheduling

The work center Manual The work center's base load The operation is
does not have on the selected date is high scheduled for the
enough capacity on and the work center is selected date and
the selected start already loaded up to the start time is set
date. capacity. to the time when the
work center opens.

The work center Manual The work center is closed on The operation is
does not have any the selected date, for scheduled for the
capacity on the example, because the selected date. The
selected start date. selected date is a public start time is
holiday. 00:00:00 and the
end time is
23:59:59. Work
center utilization is
shown as 999%.

The work center Manual One of the following applies: The order operation
does not have is not scheduled.
 The work center has
enough capacity or
no capacity at all on
no capacity at all at
the selected date, for
the selected start
example, because it's
time.
a public holiday.

 The work center is not

available at the
selected time, for
example, because it's
already closed for the
day.

Relationships Manual One of the following applies: The successor

between operations operation is
 You've set a start date
are violated. scheduled for the
for the successor
selected date and
operation that is
the start time is set
before the start date
to the time when the
for the predecessor
work center opens.
operation.
 Conflict Scenario Manual or Occurs When Fallback Solution
Automatic
Scheduling

 You've set the same

start date for both
operations, but the
app does not find a
time slot for the
successor that is
after the time slot for
the predecessor.

The work center Manual You've set a start date for a Only a part of the
cannot provide a long order operation that operation is
continuous time requires too much capacity scheduled for the
slot to schedule the to be completed in the schedule period.
entire operation in schedule period.
Before dispatching
the schedule
the order operation,
period.
make sure that
there's enough work
center capacity
after the schedule
period.

The work center Automatic You've selected too many The app keeps
cannot provide operations for scheduling. scheduling order
continuous time The app does not find operations until
slots to schedule all continuous time slots for all work center
relevant operations operations in the schedule utilization reaches
in the schedule period. 100%.
period.
Any remaining
operations are not
scheduled and
remain due.

Related Information

How Changes Can A ect the Scope of Your Schedule

How Changes Can A ect the Scope of Your Schedule

If an order operation is changed after you added it to a schedule, the total number of operations
in the schedule may change. This depends on the nature of the change. For example, if you
move an order operation to a work center that wasn't part of the schedule before, this work
center's base load is added to the schedule automatically.
Changes that a ect the schedule scope can be made by you or by another planner. They can be
made outside of a schedule (in another app) or directly in a schedule. You can use the activity
log to view changes made to the schedule or to the order operations in the schedule.

Remember

Order operations that have already been dispatched or are in process make up a work center's
base load. If their dates overlap with the schedule, they are added automatically to your
schedule as soon as you add a due operation from this work center. You cannot add or remove
these operations manually.

If you remove the last remaining operation that is relevant for scheduling, the entire schedule is
cleared.

The following table provides an overview of example scenarios:

Change Result

An order operation that was  If the operation dates are no longer in or overlapping
explicitly added to a with the schedule period, the order operation is
schedule is dispatched in removed from the schedule.
another application, for
 If the operation dates are still in or overlapping with
example, in the Manage
the schedule period and the schedule includes other
Work Center
scheduling-relevant operations from the same work
Utilization app.
center (that is, operations with the
status Due or Scheduled), the order operation
remains in the schedule and is shown as Dispatched.
It now counts as the work center's base load and can
no longer be scheduled.

 If the operation is the last scheduling-relevant

operation from the work center, the app not only
removes this operation but also all operations that
make up the work center's base load during the
schedule period.

Note

If the dispatch of the operation is canceled, the operation is

shown in the schedule again. In addition, the app adds back
the operations that make up the work center's base load.

The dispatch of an order If the operation was dispatched from within the schedule, the
operation that is included in operation remains in the schedule. The processing status
a schedule is canceled. changes back to Due.

If the operation was added to the schedule automatically (as

base load), the operation is removed from the schedule.
 Change Result

The start and end date for In the schedule, the operation is still shown as Scheduled
an order operation that has (Draft). You don't see the changed data, nor are you notified
already been scheduled but of the change.
not yet dispatched are
Tip
changed in another
application. If multiple planners work on the same maintenance order,
make sure to check the operation dates in the order and align
with any other planners before freezing the schedule.

The system status for an The operation is removed from the schedule.
order operation changes
because the operation is
deleted or locked.

An order operation is moved The operation is no longer shown in your schedule. Instead,
to a work center that is not the app shows an information message indicating the missing
assigned to you. work center assignment.

After you've assigned the new work center to yourself, the

operation is shown in your schedule again.

In the app, you move an The app automatically adds the new work center's base load
order operation to another for the schedule period.
work center to level work
If the operation was the last scheduling-relevant operation in
center utilization.
the original work center, the original work center's base load
is removed from the schedule.

Tip

Similar e ects may occur if you create multiple schedules for the same schedule period and
work center and you change operations in one of the schedules. Therefore, make sure that you
delete any other schedule variants when you freeze the final schedule.

Your schedule may also be a ected if the available work center capacity changes. For example,
if you reduce the available capacity for a work center that is included in the schedule, the
utilization forecast may show the work center as overloaded.

On the other hand, if you increase the work center's available capacity for the schedule period,
the utilization forecast may show the work center as underloaded. In both cases, you may have
to revise your schedule.

Related Information

Processing Status

About Schedules
Scheduling Conflicts

Keeping Track of Changes and Comments

Manual and Automatic Scheduling - When to Use What

You have two options to schedule order operations. You can either set the start date and time
for an order operation manually (manual scheduling). Or you can have the app find a start date
and time for an order operation (automatic scheduling).

Manual scheduling is available in the Refinement phase. Automatic scheduling can be used in
both the Scoping and the Refinement phase.

In manual scheduling, you set a start date and, optionally, the start time for selected order
operations. In automatic scheduling, the app finds a start date and a time slot for an order
operation. In both cases, the app uses the same basic scheduling logic. If you combine both
options, manually scheduled operations take precedence over automatically scheduled ones.

The following table shows you when to use which option:

Use Case Required Possible in Possible in

Schedule Manual Automatic
Status Scheduling Scheduling

Schedule or reschedule all relevant Scoping x

operations at once

Schedule or reschedule selected Refinement x x

operations only

Specify a time at which you want order Refinement x

operations to start

Overbook a work center Refinement x

Schedule multiday operations in such Refinement x

a way that they extend beyond the
schedule period

Remember

The app does not check utilization

after the schedule period ends.
Scheduling and dispatching long
operations may lead to work center
capacity overload after the schedule
period.

Related Information
Scheduling Logic

Scheduling Order Operations Automatically

Scheduling Order Operations Manually

Checking the Material Availability Status

Before you dispatch order operations or add order operations to your schedule, make sure that
any required material components are available. You can easily check the material availability
status in the resource scheduling apps.

Context

The material availability status shown in the resource scheduling apps is based on the material
availability (system) status of the maintenance order. Keep in mind that this status is always
shown at the level of the order header. This means that in the resource scheduling apps the
same material availability status is shown for all operations of a maintenance order.

Note

To execute a material availability check, you use the relevant asset management apps (for
example, the Schedule Material Availability Check app).

Procedure

1. Open the Resource Scheduling for Maintenance Planners app. Click one of the cards
for maintenance orders or work center utilization.

The Manage Work Center Utilization app opens.

2. Select the relevant order operations and click Show Corresponding Orders.

The Maintenance Orders tab opens and shows the material availability status for the relevant
orders. The following status values are possible:

Material Availability Status Shown in Resource Material Availability System

Scheduling Status

Material Shortage Material shortage

I0004 (MSPT)

Material Availability Not Checked Material availability not

checked

I0420 (MANC)

No Material Components No material components

I0485 (NMAT)
 Material Availability Status Shown in Resource Material Availability System
Scheduling Status

Material Committed Material committed

I0340 (MACM)

Note

Alternatively, you can stay on the Maintenance Order Operations tab and add the Material
Availability Status column using the table settings.

You can also show the material availability status in the Maintenance Scheduling Board app,
the Manage Schedules app, and the Assign Maintenance Order Operations app. If you don't
see the Material Availability Status column, add it via the table settings.

Related Information

Schedule Material Availability Check

Setting Up a Schedule

Define the schedule scope by adding individual operations or entire orders to the schedule for a
specific schedule period. Then schedule the operations by setting a start date for them. You can
keep adjusting the scope of the schedule until you're ready to finalize it.

Prerequisites

When you add individual order operations, make sure that the following applies:

 The processing status of the operation is Due.

 The order operation doesn't have suboperations.

Suboperations can't be scheduled independently. Scheduling is always performed at operation

level.

Recommendation

We recommend that you schedule and dispatch all order operations in a maintenance order
together. If you schedule and dispatch order operations separately, make sure that you check
the status of the other order operations in the order as well as the status of any related order
operations in other orders.

Procedure

1. In your SAP Fiori launchpad, open the Resource Scheduling for Maintenance
Planners app. Click one of the cards for maintenance orders.

The Manage Work Center Utilization app opens.

2. Decide whether you want to add individual operations or an entire maintenance order to
a schedule.
 o To add individual operations, stay on the Maintenance Order Operations tab.
Select the due operations that you want to add to your schedule.

Tip

To check if an operation has already been added to a schedule, add the Included in
Schedule column using the table settings.

o To add an entire maintenance order to a schedule, go to the Maintenance

Orders tab. Select the order that you want to add to your schedule.

3. Click Add to Schedule. You can add the selected items to an existing schedule or
create a new one.

All existing schedules are grouped together based on how they were created:

o Schedules that were automatically generated by a recurring application job are

grouped together under the job name.

o Manually generated jobs are grouped together under Others.

If you've selected a maintenance order, the app automatically adds all operations that have the
processing status Due, are in a work center that you've assigned to yourself, and don't have
suboperations.

You can either open the schedule directly or add the selected items and stay in the current app.

4. If not already done, open the schedule. To do so, choose Open My Schedules in the
bottom right corner of the screen.

The Manage Schedules app opens, showing a list of schedules that you created or that other
planners shared with you.

5. Check the utilization forecast. You can show utilization based on various attributes,
such as processing status or priority.

If the forecasted utilization isn't yet optimal, you can do the following:

o Keep adjusting the scope of your schedule:

 To reduce the number of order operations, select one or more operations

and click Remove.

 To add operations to your schedule, go back to the Manage Work Center

Utilization app and repeat Step 1.

Remember

Order operations that have already been dispatched or are in process make up a work center's
base load. If their dates overlap with the schedule, they are added automatically to your
schedule as soon as you add a due operation from this work center. You cannot add or remove
these operations manually.

If you remove the last remaining operation that is relevant for scheduling, the entire schedule is
cleared.

o Move due operations to another work center

To do so, select one or more operations. Click Change Work Center and select the new work
center. The processing status of the order operation changes to Due (Draft).

Note that to save the new work center in the order operation, you must schedule and dispatch
the operation.

6. Schedule the due operations as required. You've two options:

o Scheduling Order Operations Automatically

o Scheduling Order Operations Manually

7. Move between the Scoping and Refinement phases as required to check the schedule
forecast and daily forecast. Keep adjusting your schedule until the forecasted utilization
is optimal.

o When in Scoping, click Refine Schedule.

The schedule status changes to Refinement. You can view the daily forecast and manually set a
start date and start time for operations.

o When in Refinement, click Go Back to Scoping.

The schedule status changes to Scoping. You can view the schedule forecast and add or
remove order operations. In the schedule forecast, you can visualize work center utilization
based on various attributes.

8. Move between the list view and the graphical view as required.

View Option When to Use It

List view To check the utilization forecast

Graphical view o To check for implicit and explicit

(desktop, laptop, and relationships between order operations and
tablet only) for potential scheduling conflicts

o To check when the work center is closed

o To schedule individual order operations in

the chart using drag and drop

Note

To show relationships and non-working times, you must first

enable the relevant chart settings.

9. Tip

10. If you choose Use Optimized Data Access the schedule's data is put into temporary
storage (cache). This can speed up your user experience, as well as that of any other
colleagues working on it.
 11. The temporary storage is automatically deleted after 1 hour without user interaction. The
actual maintenance schedule remains intact. If you open the maintenance schedule
again at a later point in time, it is put back into temporary storage.

12. Note

13. You can export the schedule data to a downloadable spreadsheet file by clicking on .

14. Note

15. You should always edit a schedule in the same time zone that it was created in. If you try
to edit a schedule in a di erent time zone, you will be notified of the fact and asked to
switch to the schedule creation time zone.

16. You can change your current time zone by clicking your user profile on the top right of
your screen and choosing Settings Language & Region.

Next Steps

Sharing a Schedule

Finalizing a Schedule

Related Information

Accessing Your Schedules

About Schedules

Utilization Forecast

How Changes Can A ect the Scope of Your Schedule

Manual and Automatic Scheduling - When to Use What

Settings for the Graphical View of the Manage Schedules App

Settings for the Graphical View of the Manage Schedules App

Various settings allow you to show additional information in the graphical view of the Manage
Schedules app and to adjust the layout of the chart.

You open the setting using the  (Settings) button.

Layout

The following table shows the settings that you can make on the Layout tab:

Setting Setting

Indicate Current Displays a vertical dashed line that indicates the current time in the
Time chart.
 Setting Setting

Show Cursor Displays a solid line with the date as you move your cursor horizontally
Line over the chart.

Show Divider Displays vertical grid lines to indicate time intervals.

Lines

Show Status Bar Displays the date and time for the current cursor position below the
chart. This setting is e ective only if you've enabled the display of the
cursor line.

Show Optimizes the use of screen space to show more rows in the table and
Condensed chart.
Layout
Note

This setting is not available on tablets.

Work Center Settings

The following table shows the settings that you can make on the Work Centers tab:

Setting What It Does

Utilization Displays a color-coded bar indicating the utilization of an operation's

Threshold and work center.
Colors
You can define threshold values for showing the utilization bars in a
certain color. You can also choose to show or hide bars in the order
Gantt chart if the utilization is within a certain threshold range.

The utilization data is aggregated for each day (in system time zone) on
which the work center is open and is shown when you hover over the
bar.

Non-Working Visualizes times when a work center is closed as light gray vertical
Times bands in the order Gantt.

Utilization Utilization

Specifies, whether you want to show the utilization of work centers in

the order Gantt.

You can choose to show the utilization of all work centers, or only show
the utilization, if it is above or below one of the predefined thresholds.
Settings for Elements

The following table shows the settings that you can make on the Elements tab.

Setting What It Does

Show Final Due Displays a milestone icon () to indicate the latest acceptable
Date completion date for maintenance orders.

Show Implicit Displays dashed lines with an arrowhead to indicate implicit

Relationships relationships between order operations. Implicit relationships are
determined by the app based on the operation number and are only
shown if there's no explicit relationship.

If the related operation is not visible in the chart, a link icon () is
shown.

Show Explicit Displays solid lines with an arrowhead to indicate relationships

Relationships between order operations. Explicit relationships are defined in the order
or by relating two operations in the Maintenance Scheduling
Board app.

If the related operation is not visible in the chart, a link icon () is
shown.

Settings for Labels

The following table shows the settings that you can make on the Labels tab.

Setting What It Does

Show Labels You can show information such as the main work center, maintenance
for Order event, order type, or planned start date and time and planned end date and
Bars time, to the right, to the left, or inside an order bar.

Note that the planned start date and time can only be shown to the left and
the planned end date and time can only be shown to the right of an order
bar.

Show Labels You can show information, such as the performing work center, number of
for Order resources, or planned start and end, to the right, to the left, or inside an
Bars operation bar.

Note that the planned start date and time can only be shown to the left and
the planned end date and time can only be shown to the right of an
operation bar.
Generating Schedules Automatically with an Application Job

If you have schedules that are repeated at regular intervals (for example, every week), you can
now have them automatically generated for you.

Fill out a simple job template to specify the details of your recurring schedules, such as in what
intervals you want the schedule to be generated, what length of time each schedule should
cover, as well as whether you want operations that have their planned start date within a given
timeframe to be automatically added to the schedule. You can also specify maintenance
planners or reviewers that you want to assign to the generated schedules.

Prerequisites

Check the entry for the template EAM Resource Scheduling - Generate Schedulein the
application job catalog SAP_RSH_CREATE_SCHEDULE and add it as necessary. You can do
this in Customizing for ABAP Platform under Application Server System
Administration Activation of Scope-Dependent Application Job Catalog Entries.

How to Set Up the Automatic Generation of Schedules

How to Set Up the Automatic Generation of Schedules

You can access the app in two ways:

 From the Resource Scheduling for Maintenance Planners overview page.

 From the Manage Schedules app (click on Manage Recurring Schedules).

The initial screen shows you an overview of all application jobs that currently generate
maintenance schedules.

Carry out the following steps to create an application job that automatically generates
schedules at regular intervals based on criteria defined by you:

1. To create a new application job, click on Create, then fill out the following Template
Selection information:

o Enter a Job Template or use the default template proposed.

o Enter a Job Name or use the default name proposed.

2. Now specify your preferred Scheduling Options:

a. Click on Define Recurrence Pattern to specify at what intervals you want the job to run.

b. If you do not want to start the recurring schedule generation immediately, uncheck Start
Immediately and enter the date and time for the Start of the application job, as well as the
relevant Time Zone.

3. You can add additional application job Parameters (optional):

Add details that apply to the header of the maintenance schedules in section Maintenance
Schedule Header:

a. Enter a schedule description.

Note
The default description contains placeholders which show a schedule's validity: {YYYY} for the
year and {Www} for the calendar week. The placeholders are automatically filled with the
correct values when a schedule is generated by the application job, for example Schedule-
2023-W34-Department_01.

You can change the text outside of the placeholders, but we recommend that you keep the
placeholders to include a dynamic time reference in the title of the generated schedules.

b. Enter a Schedule Start Date and Schedule End Date, or enter dynamic o sets from the
start date of the application job is run

Example

You want the Schedule End Date to always be two days after the application job is run, click
on , and under Dynamic Dates, choose Start Date + X Day(s), then choose 2 Days after.

c. You can also specify the Maintenance Planners as well as Reviewers that are
responsible for the generated schedules. If you include a maintenance planner or reviewer, then
they will be notified when a schedule is generated and can view or edit it, depending on their
role.

Note

Maintenance planners have to be assigned to the work centers in question in order to be

notified.

d. If you want to automatically add operations to the generated schedules, select Add
Operations to Schedule?.

Give more precise instructions on what operations you want to be added to a schedule in
section Maintenance Order Operations. You make the selection of operations dependent on
the following criteria:

o the planned start date and/or planned end date

You can specify a specific operation start date or dynamic o sets to the run date of the
application job.

o the performing work centers that they are assigned to

o the order types that the respective orders are assigned to

o its current operation subphase (for example, only add operationw that are in
operation subphase Ready to Schedule)

o Only add operations if they have not already been added to a maintenance
schedule.

4. Click on Check to find out whether any data needs to be corrected or added.

Note

You can click on Template to Save the application job settings you have just made to be used
for future reference. When you use a template to create a new application job, all the settings
and field values from the template are prefilled, so that you don't have to enter them again.
To see what templates are already available, click Template and then Manage.

5. When your entries are free or errors, click on Schedule to save the application job. It will
generate the schedules in the frequency and with the data that you have specified.

6. Optional: After a scheduled application job has run, you can check in the application log
to see if any warnings or errors have occurred.

Scheduling Order Operations Manually

Manual scheduling allows you to set a specific start date and time for the order operations in
your schedule.

Prerequisites

 You are in the Manage Schedules app and have opened the schedule that you are
interested in.

 Your schedule has the status Refinement.

Context

You use this option to manually set a start date and, if necessary, a start time for operations that
have the processing status Due, Due (Draft), or Scheduled (Draft).

Note

The draft statuses are only shown in your schedule. They are not visible in the other apps for
resource scheduling. They are also not visible to other maintenance planners who may have
added the same operation to their schedule.

To change the start date for an operation that has already been dispatched, you can use
the Change option in the Manage Work Center Utilization app.

In contrast to automatic scheduling, the manual scheduling option allows you to overbook a
work center. This option also allows you to set a start date for long operations that extend
beyond the schedule period. In this case, keep in mind that the app does not check utilization
after the schedule period ends.

Procedure

1. Select the order operation or operations that you want to schedule.

You can only select operations that have the processing status Due, Due (Draft) or Scheduled
(Draft).

2. Set the start date and, if needed, the start time for the selected operations. You have the
following options:

o Click Set Start Date and Time and select the start date and if required, the start
time. If you do not set a start time, the app finds the earliest available time slot
for each operation.

o If you just want to set the start date, you can also click a date in the Dates in
Schedule column. Note that this column is only shown when the schedule
period does not exceed 7 days.
 o When refining your schedule, you can schedule individual order operations in
the graphical view by dragging them one at a time to the desired start date. The
operation is scheduled to the nearest hour to the drop position.

Example

If you drag and drop an operation at 08:10, the operation is moved to start at 08:00. If you drop it
at 08:40, it is moved to start at 09:00.

3. The app tries to schedule all relevant order operations. The following applies:

o The selected operations are scheduled for the selected date (and time). Their
processing status changes to Scheduled (Draft).

o Unselected operations with the processing status Scheduled (Draft) may be

moved to accommodate the newly scheduled operations.

o If you specify a start date without specifying a start time, and the work center
does not have enough capacity or closed on this date, the operation is
scheduled for the selected date and a conflict warning is shown.

o If you specify a start time at which the work center is closed (non-working time),
the operation is not scheduled. The following applies:

 If the operation's processing status is Due or Due (Draft), the operation

is not scheduled.

 If the operation's processing status is Scheduled (Draft), the status

changes back to Due and the operation dates are reset to the original
planned dates.

Tip

In the graphical view, you can show non-working times. If you have enabled the relevant setting,
non-working times are visualized in the chart as light gray vertical bands.

Next Steps

Depending on what you want to do next, the following tasks are relevant for you:

 Sharing a Schedule

 Finalizing a Schedule

Related Information

Scheduling Order Operations Automatically

Manual and Automatic Scheduling - When to Use What

Scheduling Logic

Scheduling Conflicts

Scheduling Order Operations Automatically

Use automatic scheduling to have the app find a start day for the order operations in your
schedule.

Prerequisites

 You are in the Manage Schedules app and have opened the schedule that you are
interested in.

 Your schedule has the status Scoping or Refinement.

Context

You use this option to automatically schedule or reschedule order operations that have the
processing status Due, Due (Draft), or Scheduled (Draft).

Note

The Scheduled (Draft) status is only shown in your schedule. It is not visible in the other apps
for resource scheduling. It is also not visible to other maintenance planners who have added
the same operation to their schedule.

To change the start date for an operation that has already been dispatched, you can use
the Change option in the Manage Work Center Utilization app.

In contrast to manual scheduling, automatic scheduling does not allow you to overbook a work
center. The app continues scheduling until work center utilization reaches 100%.

Procedure

1. If you are in the Scoping phase, you do not need to select any operations. The app
considers all due and scheduled operations.

If you are in the Refinement phase, select the due or scheduled operations that you want to
include in automatic scheduling.

2. Click Schedule Automatically.

The app tries to schedule all relevant order operations. The following applies:

o Operations with the processing status Due are scheduled for the earliest
possible date with su icient capacity. Their processing status changes
to Scheduled (Draft).

o Operations with the processing status Scheduled (Draft) may be moved to

accommodate the newly scheduled operations. Depending on whether they
were scheduled manually or automatically, the following applies:

 Operations that were scheduled automatically may be moved to another

time and date in the schedule period.

If the newly scheduled operations are of higher priority, operations that were scheduled
automatically may also become due again. This may happen if the newly scheduled operations
use up all work center capacity.

 Operations that were scheduled manually may be moved to another time

of day but not to another date.
There's one exception: If you are in the Refinement phase and explicitly select a scheduled
operation for automatic rescheduling, the operation may be moved to another start date.

If the work center does not have enough capacity in the schedule period to complete all order
operations, scheduling continues until work center utilization reaches 100%.

Next Steps

Depending on what you want to do next, the following tasks are relevant for you:

 Scheduling Order Operations Manually

 Sharing a Schedule

 Finalizing a Schedule

Related Information

Manual and Automatic Scheduling - When to Use What

Scheduling Logic

Scheduling Conflicts

Accessing Your Schedules

There are several ways for you to access the schedules that you created and the ones that been
shared with you. A list of all your schedules is part of the Manage Schedules app.

Prerequisites

You have created at least one schedule or at least one schedule has been shared with you.

Note

When someone shares a schedule with you, you are notified automatically. Check your
notifications by clicking  (Notifications) in the shell bar.

Context

In addition to accessing your schedules using the procedure described here, you can add
an Included in Schedule column to the list of operations in the Manage Work Center
Utilization app and the Maintenance Scheduling Board app. If an order operation is included
in a schedule, the column includes a hyperlink with which you can directly open the schedule.

Procedure

1. Use one of the following options to open the My Schedules list in the Manage
Schedules app:

o Open the Manage Schedules app from your SAP Fiori launchpad home page.

To access the schedules to which you have been added as reviewer, open the app using
the Manage Schedules - For Review tile.

o Open the Resource Scheduling for Maintenance Planners app and click
the My Schedules card.
 o If you are working in the Manage Work Center Utilization app, click the Open
My Schedules button.

2. Optional: Filter the My Schedules list, for example, by date or by schedule status.

Tip

If you use a set of filters or table columns often, save them in a new view. For more information,
see Creating and Managing Views.

3. Open the schedule that you are interested in by clicking the entry in the list.

To close the schedule and return to the My Schedules list, click Open My Schedules.

Next Steps

Depending on what you want to do next, the following tasks are relevant for you:

 Scheduling Order Operations Automatically

 Scheduling Order Operations Manually

 Sharing a Schedule

 Reviewing a Schedule

Related Information

Creating and Managing Views

Quickly Finding a Specific Schedule

Quickly Finding a Specific Schedule

Use the enterprise search in the shell bar of the SAP Fiori launchpad to quickly access a specific
schedule.

Prerequisites

The enterprise search has been configured in your system.

Context

The enterprise search, which is integrated in the SAP Fiori launchpad, allows you to quickly find
schedules by name or keyword. The search works on keywords used in the schedule name and
the schedule description. Keep in mind that you can only search for schedules that you created
or that have been shared with you.

For a list of your schedules, use the My Schedules card in the Resource Scheduling for
Maintenance Planners app or directly open the Manage Schedules app.

Procedure

1. In the shell bar of the SAP Fiori launchpad, click  (Search). Enter the name of the
schedule or part of it or use a keyword that is used in the schedule description (if
available).
Tip

To limit the search results to schedules, select the Maintenance Planning Schedules category
before starting the search.

2. In the search results list, click the link for the schedule name.

The schedule opens in the Manage Schedules app.

Related Information

Search

Finalizing a Schedule

You finalize a schedule by dispatching all scheduled operations and freezing the schedule.
Once frozen, a schedule can no longer be changed. To make sure that the schedule works out,
you can share it with others for review before freezing it.

Prerequisites

 Your key user has made the required setting to allow the freezing of schedules. For more
information, see Information for Key Users.

 You are in the Manage Schedules app and have opened the schedule to be finalized.

 We recommend that you schedule and dispatch all order operations in a maintenance
order together. If you schedule and dispatch order operations separately, make sure that
you check the status of the other order operations in the order as well as the status of
any related order operations in other orders.

Caution

If you dispatch an order operation that has a relationship to operations that are not part of your
schedule, you do not see if or how the related operations are moved. If the relationship is
violated, you are not notified.

 If you want to check that any relationships between the operations in your schedule
remain intact, enable the display of relationships (implicit and explicit relationships) in
the graphical view.

 Before dispatching an order operation, make sure that any required materials, tools, and
permits are available and that any existing predecessor operations are dispatched.

Context

Depending on how maintenance planning is set up in your company, you may want to share the
schedule with other planners or request a review of the schedule before finalizing it. For more
information, see Collaboration Options.

Procedure

1. Recheck the schedule for potential issues.

o Use the list view to check the forecasted work center utilization.
 o Use the graphical view to make sure that no scheduling conflicts exist and that
relationships between order operations are not violated.

o If you shared the schedule with someone, check the activity log for changes and
comments made by others.

2. Save and dispatch all scheduled order operations. To do so, click the arrow next to
the Freeze Schedule button and then click Save and Dispatch Operations.

Here is what happens:

o If an order operation can be dispatched successfully, the processing status

changes from Scheduled (Draft) to Dispatched. As a result, a Must start
on constraint is set for the start date of the operation. If the end date of the
operation is within the schedule period, a Must finish on constraint is set as
well.

o If an order operation cannot be dispatched, the processing status indicates that

the dispatch failed. For example, the status changes to Scheduled (Draft, Save
Failed) if the order was locked when you tried to dispatch the operation.

o Related order operations without date constraints are automatically moved

together with the dispatched order operation. However, if date constraints (such
as a Must start on constraint) exist for a related operation, the operation is not
moved. As a result, the relationship may be violated.

Note

Alternatively, you can click Freeze Schedule right away. If your schedule includes scheduled
operations that have not yet been dispatched, the app tries to dispatch these operations before
freezing the schedule.

3. If not yet done, freeze the schedule to create a snapshot and lock it against further
changes.

Here is what happens:

o Any remaining due operations are removed automatically.

o The schedule status changes to Frozen.

o The app “freezes” the planned work and work center for an operation as well as
the available work center capacity.

This is required so that you can track and monitor schedule attainment once the schedule
period starts.

4. Recommended: If you have created any other schedules for the same schedule period
and work centers, delete them.

Next Steps

Tracking the Execution of a Schedule

Related Information
Information for Key Users

Collaborating on a Schedule

Handling of Date Constraints

Checking the Material Availability Status

Scheduling Maintenance Order Operations

Collaborating on a Schedule

You can share a schedule you created or review a schedule that somebody else shared with
you. The activity log helps you to keep track of the changes made by co-planners and reviewers
of your schedule. In the log, you can also post and reply to comments.

Sharing Options

To share a schedule with someone who has access to the resource scheduling apps, you add
this person to the schedule, either as a maintenance planner or as a reviewer. The role you
choose sets the level of access to your schedule:

 People that you add as a maintenance planner are co-planners with permission to
change, share, freeze, and delete the schedule. Co-planners can also post and reply to
comments in the activity log.

 People that you add as a reviewer can view the schedule and post and reply to
comments in the activity log but are not allowed to make any changes. They also don't
see the utilization forecast shown in the Scoping and Refinement phases of a
schedule.

To share a schedule with someone who does not have access to the resource scheduling apps,
you can download the schedule as a spreadsheet.

Tracking Changes Made by Co-Planners

The activity log helps you to keep track of the changes you and others make to a shared
schedule. The log also shows changes made to the order operations in a schedule.

If you and another planner are working on the same schedule at the same time, you can see the
other planner’s changes once you refresh the app or make a change yourself. If the other
planner starts changing an order operation before you do (for example, by rescheduling it), this
change takes precedence over your change and you will see an error message.

Commenting on a Schedule

In addition to showing changes made to a schedule, the activity log allows planners and
reviewers to comment on a schedule and to reply to existing comments. Comments are visible
to everyone with whom the schedule has been shared.

Related Information

Sharing a Schedule

Reviewing a Schedule
Keeping Track of Changes and Comments

Information for Key Users

Sharing a Schedule

You can share a schedule by adding others as maintenance planners or reviewers. This is
useful, for example, if you want to make sure that your tasks are covered during your absence or
if you want to have the schedule reviewed before you freeze it.

Prerequisites

 You're in the Manage Schedules app and have opened the schedule that you want to
share.

 You created the schedule or you've been added to the schedule as a maintenance
planner.

 Planners with whom you want to share a schedule must have assigned at least one work
center to themselves.

Only if this prerequisite is fulfilled will the planner's name be available in the Share
Schedule dialog.

Note

If all these prerequisites are fulfilled but you still can't add another planner or reviewer in
the Share Schedule dialog, contact your key user or administrator. App users with whom you
want to share a schedule must be available as business users.

Context

To revoke access to a schedule, follow the same steps as for sharing a schedule. In the Share
Schedule dialog, just remove the name of the person whose access you want to revoke.

Note

To share a schedule with someone who doesn't have access to the resource scheduling apps,
you can download the schedule as a spreadsheet.

Procedure

1. Click Share Schedule. A dialog box opens.

2. Enter the name of the person or persons with whom you want to share the schedule. You
set the level of access by adding someone either as a maintenance planner or as a
reviewer.

Keep in mind that co-planners can modify, share, and delete the schedule. Reviewers are not
allowed to make any changes to the schedule.

3. Click OK.

Results
The app sends a notification to the maintenance planners and reviewers with whom you've
shared the schedule. Planners and reviewers can see the schedule in their My Schedules list.

Note

To see the entire schedule, co-planners must assign all relevant work centers to themselves.
Reviewers do not require any work center assignment.

Next Steps

Keeping Track of Changes and Comments

Related Information

Collaborating on a Schedule

When to Set Up Business Users

Reviewing a Schedule

If you have been added as a reviewer to a schedule, you can post comments and reply to
comments in the activity log.

Prerequisites

 The Manage Schedules - For Review app is available in your SAP Fiori launchpad home
page.

 You have been added as a reviewer to at least one schedule.

If someone adds you as a reviewer to a schedule, you are notified automatically. Check your
notifications by clicking  (Notifications) in the shell bar.

Procedure

1. In your SAP Fiori launchpad, open the Manage Schedules - For Review app.

The Manage Schedules app opens, showing a prefiltered view of the My Schedules list. The list
includes all schedules to which you have been added as a reviewer.

2. Click the schedule that you want to review.

3. Review the schedule. Open the activity log to post a comment or reply to existing
comments.

Keep in mind that, as a reviewer, you cannot change the schedule.

Related Information

Keeping Track of Changes and Comments

Keeping Track of Changes and Comments

The activity log shows changes made to a schedule and to the orders and operations in the
schedule. It also helps you track ongoing work on operations in a frozen schedule, You can also
post comments and reply to comments, for example, when reviewing a schedule that has been
shared with you.

Prerequisites

 You are in the Manage Schedules app and have opened the schedule that you are
interested in.

 You are using a desktop or laptop computer.

Context

The activity log shows activities performed on the schedule itself, such as sharing the schedule
with someone else. The log also shows changes made to the orders and operations in the
schedule if these changes are relevant for scheduling. These changes can originate from within
the resource scheduling apps and from outside the apps.

Once a schedule is frozen, you can track ongoing work on operations.

You can also post comments, delete your own comments, and reply to comments made by
others.

Procedure

1. Click Show Activity Log.

The following activities and changes are logged for schedules in

the Scooping and Refinement phase:

Activity Impact on the Schedule Origin

Order operations are The operation start and Manage Schedules app
scheduled (manually end dates change, the
or automatically). utilization forecast is
updated.

The schedule is You can no longer change Manage Schedules app

frozen. the schedule.

The schedule is Depending on whether Manage Schedules app

shared with someone is added as
someone else. planner or reviewer,
someone else can
change your schedule.

The work center for You may have to adjust Manage Work Center
an order operation is your work center Utilization app or outside of the
changed. assignments. resource scheduling apps
Activity Impact on the Schedule Origin

You may have to

reschedule operations,
depending on the work
center utilization
forecast.

The work center for You may have to adjust Manage Schedules app
an order operation is your work center
changed in draft assignments.
mode.
You may have to
reschedule operations,
depending on the work
center utilization
forecast.

Note

The new work center is

saved when the operation
is scheduled and
dispatched.

An order operation is If the operation is Manage Work Center

dispatched. dispatched from outside Utilization app, Manage
the Manage Schedules app or outside of
Schedules app, the the resource scheduling apps
operation may be
removed from your
schedule.

The system status for The order operations may Outside of the resource
an order changes be removed from your scheduling apps
because it is schedule.
completed or locked.

The system status for The order operation may Outside of the resource
an order operation be removed from your scheduling apps
changes because it schedule.
is confirmed or
deleted.
 Activity Impact on the Schedule Origin

The basic dates of a You may have to Outside of the resource

maintenance order reschedule the scheduling apps
are changed. operations in your
schedule.

The priority of a You may have to Outside of the resource

maintenance order is reschedule the scheduling apps
changed. operations in your
schedule.

Somebody posts a None. You can reply to Manage Schedules app

comment in the log. the comment.

The following activities and changes are logged for schedules in

the Frozen and Execution phase:

Activity Impact on the schedule Origin

An order operation is If confirmation is final, the Outside of the

confirmed (partial or final operation shows as Completed resource
confirmation), with the end as Planned. scheduling
date within the schedule apps
In the activity log, you see who
period.
logged the work (most likely the
technician who did the job), and
the time (number of minutes,
hours, or days).

An order operation is The order operation is included in Outside of the

completed in addition, and your schedule and shows resource
the confirmation is logged, as Completed in Addition. scheduling
with the end date within the apps
In the activity log, you see who
schedule period.
logged the work (most likely the
technician who did the job), but
not the time.

2. To add a comment, click  (Add) in the activity log toolbar, enter your comment, and
click Post.

You can also reply to existing comments and delete your own comments.

Related Information

Quickly Finding a Specific Schedule

How Changes Can A ect the Scope of Your Schedule

Collaborating on a Schedule

Scheduling Process: Example

Tracking the Execution of a Schedule

Once the schedule period starts, the schedule status changes to Execution. You can start
tracking schedule attainment and the completion of the order operations in your schedule.

Prerequisites

The schedule must be frozen before the schedule period starts.

Procedure

1. Open the schedule that you are interested in.

You have several options:

o Using the enterprise search in the SAP Fiori launchpad

For more information about this option, see Quickly Finding a Specific Schedule.

o Using the Manage Schedules app in the SAP Fiori launchpad

o Using the My Schedules card in the Resource Scheduling for Maintenance

Planners app

2. Check the key information shown, such as schedule attainment, order operation
completion, and work center utilization.

3. Check the activity log for order operation confirmations.

Related Information

Accessing Your Schedules

Key Information for Tracking Schedule Execution

Scheduling Maintenance Order Operations

Key Information for Tracking Schedule Execution

Once the schedule period starts, several charts help you track the execution of your schedule.
In addition, the list of order operations includes several fields that are related to the work that
was planned and the work that was completed.

Available Charts

In addition to a utilization chart, two micro charts are available in the schedule header. The
following table tells you what is shown in each chart.
 Chart Information Shown

Attainment This micro chart shows the ratio of the work that was planned for the
schedule period and the work that was completed as planned in the
schedule period.

To calculate the attainment percentage, the app uses the work that was
planned at the time of the schedule freeze.

Work: This micro chart shows you:

Completed vs.
 How many hours of work were planned to be completed in the
Planned
schedule period

 How many hours of work were completed

This figure is based on the actual work that was completed in the
schedule period, irrespective of whether or not it was planned as part of
the schedule.

 How many hours of work center capacity were available at the

time of the schedule freeze

Work Center This chart shows you how much of the available work center capacity
Utilization has been used by the order operations that were completed as planned
and by order operations that were completed in addition.

To calculate these percentages, the app uses the work center capacity
and work that was planned at the time of the schedule freeze.

Table Columns

The following table lists columns that are relevant for tracking schedule execution. Most of
these columns are not shown by default but can be added using the table settings.

Tip

If you use a set of filters or table columns often, save them in a new view. For more information,
see Creating and Managing Views.

Column Meaning Shown by

Default

Completion in Shows you if an operation was completed as part of the Yes

Schedule schedule. An operation is considered part of the schedule
if it was included at the time of the schedule freeze.
Column Meaning Shown by
Default

Work Planned in The work that was planned to be completed in the Yes
Schedule schedule. This work is used to calculate schedule
attainment.

Actual Start The actual execution start date and time for the operation. No
If you see a value in this field, at least a partial
confirmation exists for the operation.

Actual End The actual execution end date and time for the operation. No
If you see a value in this field, at least a partial
confirmation exists for the operation.

If a final confirmation exists, the actual end corresponds

to the completed on date.

Completed On The completion date and time for the order operations as No
entered in the final confirmation.

If no final confirmation exists, this field is empty.

Total Completed The total work that it took to complete the operation. No
Work
The total completed work is calculated based on the
confirmation or confirmations created, independent of
the current schedule.

Total Forecasted Shows you how much work is forecasted for the No
Work operation. This information is relevant for operations for
which a partial confirmation exists.

The forecasted work is calculated based on the data that

was entered in the confirmation.

Note

If the confirmation is final and there is no remaining work,

the forecasted work corresponds to the total completed
work.

Total Planned The work that was planned for the operation at the time of No
Work the schedule freeze.
 Column Meaning Shown by
Default

In the other resource scheduling apps, this value is shown

in the Work field.

Work The work that was completed in the schedule. No

Completed in
Schedule

Related Information

Schedule Attainment

When Is an Order Operation Completed?

Tracking the Execution of a Schedule

Creating and Managing Views

Schedule Attainment

Schedule attainment is the ratio of the work that was planned for the schedule period and the
work that was completed as planned in the schedule period. The attainment percentage helps
you track the execution of your schedule in the schedule period and to review a schedule's
performance once the schedule period is over.

How Schedule Attainment Is Calculated

The attainment percentage is calculated based on the number of hours of work that were
completed as planned and the number of hours that were planned for the schedule period.

Attainment % = Work Completed as Planned / Work Planned * 100

It's important to keep in mind that to calculate the attainment percentage, the app uses the
work and the work centers that were planned at the time of the schedule freeze. The actual work
that was needed to complete an operation is not taken into account.

Example

An operation is scheduled to be completed in 8 hours and to start and end in the schedule
period. The maintenance worker is able to complete the operation in 6 hours and creates a final
confirmation in the schedule period. The attainment percentage is calculated based on the 8
hours of planned work, not based on the 6 hours it actually took to complete the work.

Color Coding

The attainment percentage is shown in a radial micro chart. Colors are used to indicate if the
current schedule attainment is good or bad. Depending on the percentage, the color of the
attainment percentage value is set as follows:
 Attainment Color of the Percentage Meaning
Percentage Value

0% No color The schedule has not yet started.

0 to 50% Red Schedule attainment is (still) pretty

bad.

51 to 75% Orange Schedule attainment needs to be

improved.

76 to 100% Green Schedule attainment is good.

Related Information

When Is an Order Operation Completed?

Key Information for Tracking Schedule Execution

When Is an Order Operation Completed?

Order operations are considered as completed if completion is confirmed in the schedule

period. Depending on whether an order operation was scheduled to end in or after the
schedule, the confirmation must be final or partial.

Once the schedule period has started, you can start tracking the execution of your schedule
against the work centers that were relevant at the time of the schedule freeze. The list of order
operations now includes information about whether or not an order operation was completed in
the schedule.

Note

The app shows the work centers that were relevant at the time of the schedule freeze. If a
di erent work center is entered in the confirmation, you don't see this in the app.

The following figure shows the di erent color-coded completion statuses that are shown in the
app.
Operation Completion Status

And here is what each status means:

Status Color Meaning Comment

Completed Green The order operation was part of Keep in mind that the app
as Planned the schedule at the time of the uses the work that was
schedule freeze. Completion was planned at the time of the
confirmed in the schedule period. schedule freeze. The actual
work needed to complete an
For operations that were
operation is not taken into
scheduled to end in the schedule,
account.
the confirmation must be final,
with a completion date within the
schedule period.

For operations that were

scheduled in such a way that they
extend beyond the schedule
period, the confirmation does not
need to be final, but must cover at
least the number of hours that
were planned for the schedule.

Completed Yellow The operation was not in the The operation was added
in Addition schedule at the time of the automatically to your
schedule freeze. It was schedule because you added
dispatched for and completed in operations from the same
the schedule after the schedule work center when setting up
was frozen. the schedule.

Not Red The operation was part of the The operation may have been
Completed schedule but (partial) completion moved to a date outside the
schedule period after the
 Status Color Meaning Comment

was not confirmed in the schedule was frozen or it may

schedule. have been completed before
the schedule started.

Note

An order operation that was not in the schedule when the schedule was frozen, but was later
dispatched to be completed in the schedule, is shown as Dispatched in Addition in gray color.
The operation is added automatically to your schedule because you added operations from the
same work center when setting up the schedule. The same operation when completed is shown
as Completed in Addition.

Related Information

Schedule Attainment

Key Information for Tracking Schedule Execution

Scheduling Process: Example

In this example, we set up a schedule for Calendar Week 8 (schedule period) to illustrate the
scheduling process end-to-end.

Basic Assumptions

You are responsible for the following work centers:

 Mechanics

 Electricians

The following order operations are created before the schedule period starts:

Order Operation Work Center

4711/10 Mechanics

4712/10 Mechanics

4713/10 Electricians

Scheduling Process

The following figure is an overview of the scheduling process.

End-to-End Scheduling Process for Calendar Week 8

And here are the individual process steps:

1. In Calendar Week 6, you create your schedule for Calendar Week 8 (CW 8). You add
operations 4711/10 and 4713/10. Both operations have the processing status Due.

2. The app adds Operation 4712/10 to your schedule. This is because the operation is in
the same work center as 4711/10 and has already been dispatched for a date in CW 8.

3. In Calendar Week 7, you schedule and dispatch 4711/10 and 4713/10. You then freeze
your schedule to lock it against further changes.

4. Once Calendar Week 8 starts, you start tracking the execution of your schedule.

5. Due to a machine breakdown, another maintenance planner creates Operation 4714/10

for the Electricians work center and dispatches the operation immediately for a date in
CW 8.

The app shows Operation 4714/10 as Dispatched in Addition in your schedule.

6. A maintenance worker confirms the completion of 4711/10 and 4712/10.

7. A maintenance worker confirms the completion of 4714/10. As a result, the app shows
Operation 4714/10 in your schedule as Completed in Addition.

8. Once Calendar Week 9 starts, the schedule is closed automatically.

9. A maintenance worker confirms completion of 4713/10.

10. You review schedule execution:

o 4711/10 and 4712/10 show as Completed as Planned. Both operations were

dispatched from the schedule and completion of both operations was
confirmed in CW 8.
 o 4714/10 shows as Completed in Addition. The operation was created after the
schedule period started but completion was confirmed in CW 8.

o 4713/10 shows as Not Completed. The operation was dispatched from the
schedule for a date in CW 8. However, completion of the operation was only
confirmed in CW 9.

Note

You can keep track of changes to schedules, as well as order operation confirmations, in the
activity log. For details, see Keeping Track of Changes and Comments.

Related Information

When Is an Order Operation Completed?

Scheduling Maintenance Order Operations

Keeping Track of Changes and Comments

Assigning Operations to a Person Responsible

You can assign one or multiple operations to a person responsible. You can also unassign them.

Context

Depending on whether teams have been set up for performing work centers, you can search for
members of the relevant work center teams when assigning operations. For more information
about work center teams, see Setting Up Teams for Work Centers.

Note

If you want to find out how to assign people to carry out an operation, see Assigning Operations
to People.

To assign operations to a person responsible or to change existing assignments, carry out the
following steps:

Procedure

1. Open the Assign Maintenance Order Operations app. To do so, you have the following
options:

o Open the Assign Maintenance Order Operations app in your SAP Fiori
launchpad. By default, the app shows a list of all operations in your work centers
for the next 2 weeks.

o Open the Resource Scheduling for Maintenance Planners app and choose
the Unassigned Work card. Depending on where you click the card, the list of
operations is already filtered by assignment status or by assignment status and
priority.

2. Select one or more operations and choose Assign. A dialog box opens.
The app starts searching for people based on the performing work center of the selected
operations. If the work center is linked to a team, the search results show the team members
and their function. You can use the search bar to quickly filter the search results.

Note

The search looks for people assigned directly to the performing work center team in the
app Manage Teams and Responsibilities. The search does not look for people assigned to
subteams or for people assigned via HR linkage/HR Assignment in the performing work center.

Note

The app only takes into account people that are listed as employees at the time of the search. It
does not, for example, take into account whether a person is listed as an active employee at the
time that the operation is planned to be executed.

If the work center isn't linked to a team, or if your search doesn't yield any results, clear the work
center filter to extend the search to all people in your organization.

3. To assign a person responsible to the selected operations, choose the relevant entry
from the search results.

4. Save your changes.

Caution

If another planner has assigned a person responsible using another application (for example,
the Change Maintenance Order app) after you've opened this app, you aren't notified
automatically. When you save your changes, the assignment made by the other planner is
overwritten with your changes.

Results

The app saves your changes for as many operations as possible. If your changes can't be saved
for an operation, the technical status indicates that an issue occurred.

Tip

Use the Technical Status filter to quickly find the operations that couldn't be saved. You can
either undo your changes by resetting the relevant operations. Or you can come back to the app
at a later point in time and try saving your changes again.

Saving fails, for example, if the corresponding maintenance order is locked. Your changes are
also not saved if another planner changes the operation start and end dates in such a way that
they are no longer in the time period currently shown in the app.

Related Information

Setting Up Teams for Work Centers

Assigning Individuals to Operations

Assigning Operations to People

You can assign one or multiple maintenance operations to one or multiple people that should
carry out the work. You can also delete or reassign existing assignments in order to react on
changes in an individual's workload, for example, or to redistribute maintenance work due to
unplanned absences.

Why Assign Operations to People?

Assigning operations to people in the People Gantt has the following benefits:

 You can see which people are assigned to the team of the performing work center and
display additional information, such as each person's function.

 You can see at a glance whether an operation is usually carried out by one or by more
people and assign the correct number.

 You can see what other operations these people have been assigned to in the timeframe
displayed.

 You can delete assignments if you see that a person is overloaded, for example.

 You can use filters to find operations where nobody has been assigned.

 You can use filters to find all operations that have been assigned to a particular person.
This can be useful, for example, if a team member falls ill and you need to reassign their
operations to other members in the work center team.

Note

The People Gantt displays only people that are a member of the team that is responsible for the
performing work center of the selected operation.

To find out how to assign people to a work center team, see Setting Up Teams for Work Centers.

To see what the People Gantt looks like, go to People Gantt Layout.

To find out how to assign an operation to a person who leads the operation execution,
see Assigning Operations to a Person Responsible.

Main Tasks

The following list includes the main tasks involved in assigning operations to people:

 How to Assign Operations to People

 How to Unassign an Operation from Individuals

 How to Unassign an Operation from All People

 How to Process Overlapping People Assignments

Factors That Influence People Assignment

Please note that the following factors have an impact on any people assignments that you
make:

 If, during people assignment, you select operations that have di erent work centers, the
system shows everyone assigned to these work centers. Any assignments you make are
applied to all the selected operations. If you want to make sure that people are only
 assigned to operations that are carried out at their work centers (see also Setting Up
Teams for Work Centers), make sure you select operations that are carried out at the
same work center when you assign people.

 If you change the date or time of an operation that already has people assigned to it,
then the date and time of the people assignment will no longer match.

If this happens, the timeframe of the People Gantt is expanded to show both the dates and
times of the original people assignments, as well as the changed operation dates and times.

Tip

To avoid this extra manual e ort, we recommend that you assign people to operations only after
they have been dispatched.

 The People Gantt shows you people that have been assigned to an operation via its work
center team. People assignments that have been made in external applications are not
shown.

Related Information

Setting Up Teams for Work Centers

Assigning Operations to a Person Responsible

Assigning Individuals to Operations

People Gantt Layout

Here you see which people are assigned to the performing work center, their roles, as well as
their working times and existing assignments.

The following screenshot shows the layout of the People Gantt, where two operations have been
selected for assignment (Assign People to Multiple Operations).

The table area shows the following information for each person that is part of the work center
team (see Setting Up Teams for Work Centers):

 The name of the Person

 Their Function
  The actions currently possible for that person (either Assign, or Unassign)

By right-clicking on the header section of the table area, you can add the columns Work
Center, Plant, and Personnel No., if needed.

The chart area shows the following information for each individual:

 working times

 existing (and draft) assignments

The chart area shows the following information:

 The planned times and dates of the operations that you selected in the Maintenance
Scheduling Board. The planned start and end of the operations is visualized by a blue
bar above the time line. The planned start and end times are visualized by vertical
dashed blue lines in the People Gantt chart. Any people assignments that you make will
be placed between these two lines.

 The Gantt chart timeline. As a rule, the chart timeline starts at 00:00 on the planned
operation start date and ends at 23:59 on the planned operation end date.

 Other operations (order and operation number) the team member has already been
assigned to.

How to Assign Operations to People

You can assign one or more operations to the people that you want to carry out the work.

Prerequisites

You are in the Maintenance Scheduling Board app.

Procedure

1. In the Maintenance Scheduling Board, select the (sub-)operations for which you want
to call up the People Gantt.

2. Choose between the following:

o In the chart area, select the (sub-)operations, then right-click to open the
context menu and click Assign People.

(For tips on how to select multiple elements in the chart, see Tips and Tricks.)

o In the table area, mark the checkbox at the beginning of the (sub-)operation
lines, then click the toolbar action Assign Assign People.

The People Gantt lists all people that are assigned to the relevant work center team.

3. Based on the information displayed, choose the individual or individuals that you want
to assign to the work, then click Assign in the respective rows.

You see the draft assignment reflected in the chart area in blue, based on the planned start and
end of the operations.
 4. If you are happy with your assignments, click Save.

The individuals are assigned and the respective fields are updated.

Example

Operation 4711/10 requires 2 people. The Assignment Summary shows 0/2.

You assign Paola and Michel.

Assigned People now shows Paola, Michel and the Assignment Summary shows 2/2.

Tip

If you add the fields Assigned People and Assignment Summary to your view of
the Maintenance Scheduling Board (see Using Views), or if you add them as labels in the Gantt
chart (see Gantt Chart Settings), you can see at a glance who has been assigned to an
operation, as well as where assignments are still missing.

How to Unassign an Operation from Individuals

When you unassign an operation from individual people, they are no longer planned to carry out
the work. The operation can then be reassigned.

Prerequisites

You are in the Maintenance Scheduling Board app.

Procedure

1. Select the (sub-)operations with existing assignments where you want to unassign
individuals.

2. Choose between the following:

o In the chart area, select the (sub-)operations, then right-click to open the
context menu and click Assign People.

(For tips on how to select multiple elements in the chart, see Tips and Tricks.)

o In the table area, mark the checkbox at the beginning of the (sub-)operation
lines, then click the toolbar action Assign People.

The People Gantt lists all people that are assigned to the relevant work center team.

3. Choose the individual or individuals that you want to remove from the assignment and
click Unassign in the respective rows. As an alternative, open the context menu and
choose Delete to remove any existing assignements.

4. Click Save.

The assignments are removed and the respective fields are updated accordingly.

Example
Operation 4711/10 requires 2 people. Paola and Michel have been assigned (Assigned
People: Paola, Michel; Assignment Summary: 2/2).

After unassigning Michel, you see Assigned People: Paola and Assignment Summary: 1/2.

How to Unassign an Operation from All People

When you unassign an operation from all people, all assignments are removed.

Prerequisites

You are in the Maintenance Scheduling Board app.

Procedure

1. Select the (sub-)operations for which you want to remove all people assignments.

2. Choose between the following:

o In the chart area, select the (sub-)operations, then right-click to open the
context menu and click Unassign All People.

(For tips on how to select multiple elements in the chart, see Tips and Tricks.)

o In the table area, mark the checkbox at the beginning of the (sub-)operation
lines, then click the toolbar action Assign Unassign All People.

All assignments are removed and the respective fields are updated accordingly.

Example

Operation 4711/10 requires 2 people. Paola and Michel have been assigned (Assigned
People: Paola, Michel; Assignment Summary: 2/2).

After unassigning Paola and Michel, the fields People Assignment is empty, and Assignment
Summary shows 0/2.

How to Process Overlapping People Assignments

If a person has been assigned to multiple operations and the assignments overlap on the
timeline, this is visualized in the People Gantt by a thin red bar above and below the period
where the overlap occurs. You can find out more details and fix the assignment by carrying out
the following steps.

Prerequisites

You are in the Maintenance Scheduling Board app and have selected operations and called up
the People Gantt. A thin red line above and below assignments in the chart indicates an overlap
conflict for a person.

Procedure

1. Click on the conflict (thin red line), or click  at the start of line of the person in question
to expand the information shown.
You can now see which assignments overlap.

2. You have two options:

o For the person which has overlapping assignments, choose the

action Unassign from one or more of the operations which are causing the
overlap.

o Right-click on an overlapping assignment in the chart to open the context menu,

then click Delete.

Note

You can always delete assignments, regardless of whether they are overlapping or not.

3. Reassign the operations to other team members as needed.

Using Filters to Find Missing Assignments or to Find Assigned People

You can use filters in the Maintenance Scheduling Board to look for operations where you still
need to assign people, for example, or to find all operations that have been assigned to a
particular person. This can be useful if a team member falls ill and you need to reassign their
operations other members of the team.

To reassign work that was assigned to a person, carry out the following steps:

How to Find Missing Assignments

If you want to find out which operations still need to be assigned to people, carry out the
following steps:

1. Call up the Maintenance Scheduling Board.

2. Click on Adapt Filters, select People Are Assigned from the list and then click OK.

You now see the field People Are Assigned.

3. From the dropdown menu, choose No. Now click Go.

The Maintenance Scheduling Board shows all operations that have not been assigned to
anyone.

How to Find Operations Assigned to a Particular Person

If you want to find all operations that have been assigned to a person, carry out the following
steps:

1. Call up the Maintenance Scheduling Board.

2. Click on Adapt Filters, select Assigned People from the list and then click OK.

You now see the field Assigned People.

3. Either start typing the name of the person, or use the dropdown menu to pick the correct
person from the list. Now click Go.
The Maintenance Scheduling Board shows all operations that are assigned to that person
during the selected time period.

Related Information

How to Assign Operations to People

How to Unassign an Operation from Individuals

How to Unassign an Operation from All People

How to Process Overlapping People Assignments

Setting Up Teams for Work Centers

As a maintenance supervisor or authorized maintenance planner, you can set up and manage
teams for maintenance work centers.

Why Use Teams for Work Centers?

Setting up teams for work centers has the following benefits:

 Maintenance planners can search for people in specific work centers when assigning a
person responsible, or assigning people to carry out the maintenance operations.

 Authorized maintenance planners can directly open a team from the My Work
Centers dialog and add or remove team members or assign functions to team
members.

Note

A work center can be linked to exactly one team, and a team can be linked to exactly one work
center. In addition, a person can only be assigned to one work center team at a time.

Information for Key Users

Before a maintenance supervisor or planner can set up teams for work centers, an
administrator or key user must complete the following tasks:

 Check that the basic pre-requisites are met (for details, see Information for Key Users).

 Make sure that all potential team members are available as business users.

 Optional: The standard shipment contains the three default

functions Internal, External, and Lead. If you prefer to define your own functions (for
example, a function High Voltage, or a function Welder), you can do so by completing
the following activities in your configuration environment:

o Define Functions

o Define Function Profiles

o Assign Function Profiles to Standard Team Category

Related Information
Setting Up a Work Center Team

Editing a Work Center Team

Setting Up a Work Center Team

Set up teams for work centers to make the process of assigning a person responsible to order
operations more e icient.

Prerequisites

 You have the required authorization to set up maintenance work center teams.

 You have added the Manage Teams and Responsibilities for Work Centers – Asset
Management tile to your SAP Fiori Lanchpad.

Context

A work center can be linked to exactly one team, and a team can be linked to exactly one work
center. In addition, a person can only be assigned to one work center team at a time.

Procedure

1. Open the Manage Teams and Responsibilities for Work Centers – Asset
Management tile.

This tile provides application-specific access to the Manage Teams and Responsibilities app,
with the team category filter already set. Work center teams must be of
category MAINT_TEAM (Maintenance Work Center Team).

2. In the toolbar of the Teams table, choose Create.

The detail view opens.

3. Enter the required team information. In addition to the team name and ID, you must
specify a team type. The team type relevant for work center teams
is SMNT_TEAM (Maintenance Work Center Team).

If you want the team to be available for use immediately after its creation, change the status
to Enabled.

Note

If needed, you can create additional team types.

If you cannot find team type MAINT_TEAM, please see App Implementation: Manage Teams and
Responsibilities for details about the relevant scope times and configuration tasks involved.

4. To define responsibilities for your team, enter the performing work center.

5. Add team members and assign functions to them.

6. Choose Create.

Related Information
Setting Up Teams for Work Centers

Editing a Work Center Team

App Implementation: Manage Teams and Responsibilities

Editing a Work Center Team

If a work center is linked to a team, you can view and edit the team details from within the My
Work Centers dialog.

Prerequisites

 A team has been set up for the work center.

 You're authorized to edit work center teams.

Procedure

1. Open the My Work Centers dialog.

2. Find the right work center. If the work center is linked to a team, the Team column shows
the team name. To open the team details, choose the team name.

The team name is only clickable if you're authorized to edit work center teams.

3. Edit the team details as required. For example, you can add or remove team members or
change the functions of team members.

Note

A work center can be linked to exactly one team, and a team can be linked to exactly one work
center. In addition, a person can only be assigned to one work center team at a time.

4. Save your changes.

Related Information

Setting Up Teams for Work Centers

Apps for Resource Scheduling

Resource scheduling consists of several apps that allow you, as a maintenance planner, to
monitor and manage the utilization of your work centers, schedule maintenance order
operations, and assign order operations to a person responsible.

The following interactive overview shows the available apps. Hover over a box for a short
description and click to navigate to the app description.
Note

All apps contain in-app help for key fields or screen areas. To open the help, press F1 or choose
the question mark in the top-right corner of the screen.

If you do not see the  (Open Help) icon in the top-right corner, please contact your key user.

App for Key Users

The Verify Usage Measurement app allows a key user (for example, an administrator) to view
the actual usage of capacities for each work center in the current tenant/client. For more
information, see Verify Usage Measurement.

Using the Manage Teams and Responsibilities – Asset Management app, authorized
maintenance planners or maintenance coordinators can set up and manage maintenance
teams for work centers.

Related Information

Information for Key Users

SAP Fiori Apps Reference Library

Verify Usage Measurement

Setting Up a Work Center Team

Resource Scheduling for Maintenance Planners

The Resource Scheduling for Maintenance Planners app allows you to monitor important
KPIs for your work centers.

Key Features
This app provides the following key features:

 Monitor key figures for your work centers, including:

o Utilization of your work centers in the current week and the next one

Utilization is calculated based on the maintenance order operations and scheduled

maintenance plans that are assigned to your work centers.

o Priority of due maintenance orders in the next four weeks

o Unconfirmed maintenance orders that have at least one order operation with a
planned end date in the past six months

o Maintenance work in your work centers that has not yet been assigned to a
person responsible

o Upcoming, current, and recent schedules

 Use filters to show the information that you are interested in

 Specify for which work centers you want to see data in the apps

Note

An order's work center (=main work center) can be di erent from the work center of its
operations. The app takes into account all maintenance orders that have at least one relevant
operation in one of your work centers, irrespective of whether or not the order's work center is
assigned to you.

Supported Device Types

 Desktop

 Tablet

 Smartphone

Navigation Targets

The following apps can be accessed through this app:

 Manage Work Center Utilization

 Manage Schedules

 Assign Maintenance Order Operations

 Manage Teams and Responsibilities

Related Apps

The following apps are not directly linked to the app, but are related to the app from a business
perspective:

 Maintenance Scheduling Board

Implementation Information
Resource Scheduling for Maintenance Planners (app entry in the SAP Fiori apps reference
library)

Related Information

Apps for Resource Scheduling

Monitoring Key Figures for Your Work Centers

Manage Work Center Utilization

The Manage Work Center Utilization app allows you to analyze and manage the utilization of
your work centers.

Key Features

This app provides the following key features:

 View a list of maintenance order operations and suboperations in your work centers,
including key data, such as maintenance order, priority, planned start and end date, and
required work

 View a list of maintenance orders that have at least one operation in your work centers

 Use filters to narrow down the list of operations

 Specify for which work centers you want to see data in the apps

Note

An order's work center (= main work center) can be di erent from the work center of its
operations. The app takes into account all maintenance orders that have at least one relevant
operation in one of your work centers, irrespective of whether or not the order's work center is
assigned to you.

 Visualize utilization based on various attributes, such as work center, processing status,
priority, or order type

 Visualize utilization for all or some of your work centers

 Dispatch one or multiple order operations or suboperations at once, or cancel the

dispatch

 Move order operations to another date or work center to level work center utilization

 Select maintenance orders and order operations for scheduling

 Change the available work center capacity per day for a selected week

 Navigate to orders, technical objects (functional location, equipment), and work centers
in the relevant app

 Navigate to the maintenance schedule for an asset (functional location, equipment)

 Show selected maintenance orders in the Maintenance Scheduling Board app

Supported Device Types

 Desktop

 Tablet

 Smartphone

Navigation Targets

The following apps can be accessed through this app:

 Manage Schedules

 Change Maintenance Order

 Display Technical Object

 Manage Maintenance Schedule for Assets

 Change Work Center

 Maintenance Scheduling Board

 Manage Teams and Responsibilities

Related Apps

The following apps are not directly linked to the app, but are related to the app from a business
perspective:

 Resource Scheduling for Maintenance Planners

 Maintenance Scheduling Board

 Display Maintenance Plan

 Maintenance Backlog Overview

Implementation Information

Manage Work Center Utilization (app entry in the SAP Fiori apps reference library)

Related Information

Apps for Resource Scheduling

Managing Work Center Utilization

App Extensibility: Manage Work Center Utilization

As a key user, you can extend the Manage Work Center Utilization app according to your
business needs.

With the Custom Fields app, you can create custom fields to enhance applications. App users
can then add these fields in the relevant apps.
The following table shows you for which business context you can create custom fields and
where in the Manage Work Center Utilization app these fields will be available to app users.

Business Context UI Location in the App UI Element

Technology Type

Asset Management: SAP UI5 (SAP Adapt Filters dialog List Report
Maintenance Fiori) Filters
Order (EAMS_ORD)

Asset Management: SAP UI5 (SAP Table settings on List Report

Maintenance Fiori) the Maintenance Order View
Order (EAMS_ORD) Operations tab Settings

Asset Management: SAP UI5 (SAP Table settings on List Report

Maintenance Fiori) the Maintenance View
Order (EAMS_ORD) Orders tab Settings

Asset Management: SAP UI5 (SAP Adapt Filters dialog List Report
Maintenance Order Fiori) Filters
Operation (EAMS_AFVC)

Asset Management: SAP UI5 (SAP Table settings on List Report

Maintenance Order Fiori) the Maintenance Order View
Operation (EAMS_AFVC) Operations tab Settings

Note

In the Custom Fields app, on the UI and Reports tab, you must enable the usage of custom
fields for both entities available for the Manage Work Center Utilization app: Maintenance
Orders (Manage Work Center Utilization) and Maintenance Order Operations (Manage Work
Center Utilization). This is required to make sure that the custom fields can be used as filters in
the Manage Work Center Utilization app. Custom fields that you add at operation level will be
hidden automatically on the Maintenance Orders tab.

Related Information

Creating Custom Fields

Key User Extensibility

Creating Extension Items and Transporting Them

Maintenance Scheduling Board

The Maintenance Scheduling Board app allows you to visualize on a timeline the maintenance
orders, order operations, and suboperations in your work centers.
Key Features

This app provides the following key features:

 View the maintenance orders, order operations, and suboperations in your work centers
in their hierarchical structure and on a timeline

Note

A maintenance order and its operations can have di erent work centers. The app only shows
order operations that are in one of your work centers.

 Assign work centers to yourself

 Filter the orders and order operations as needed

 View more detailed information for maintenance orders and order operations

 Open maintenance orders and the technical objects (equipment, functional location)
associated with an order in the relevant app

 Move order operations to another date or work center to level work center utilization

 Move maintenance orders and order operations using drag and drop in the chart

 Dispatch order operations and suboperations and cancel the dispatch

 Open the maintenance schedule for an asset (functional location, equipment)

 Show, create, and delete relationships between order operations

 Add, edit, and delete o sets for relationships to plan breaks between related operations

 Show Must start on constraints for order operations in the chart

 Remove date constraints for order operations

 Make settings to customize the layout of the app and show additional information in the
chart, such as work center utilization, relationships, or labels for orders and operations

 Trigger the scheduling of individual maintenance orders

 Change the available work center capacity per day for a selected week

 Plan which people should carry out which maintenance operations, taking into account
their availability and their function at the work center.

Supported Device Types

 Desktop

 Tablet

Navigation Targets

The following apps can be accessed through this app:

 Change Maintenance Order

 Display Technical Object

  Manage Maintenance Schedule for Assets

 Manage Schedules

 Change Work Center

 Manage Teams and Responsibilities

Related Apps

The following apps are not directly linked to the app, but are related to the app from a business
perspective:

 Resource Scheduling for Maintenance Planners

 Manage Work Center Utilization

Implementation Information

Maintenance Scheduling Board (app entry in the SAP Fiori apps reference library)

Related Information

Working with the Maintenance Scheduling Board

Apps for Resource Scheduling

App Extensibility: Maintenance Scheduling Board

As a key user, you can extend the Maintenance Scheduling Board app according to your
business needs.

Custom Fields

You can create and edit custom fields to enhance applications using the Custom Fields app.
You can add fields to the following UI elements using key user adaptation:

The following table shows you for which business contexts you can create custom fields and
where in the Maintenance Scheduling Board app these fields will be available to app users.

Business Context UI Location in the App / UI

Technology Navigation Path Element
Type

Asset Management: SAP UI5 Adapt Filters dialog List

Maintenance (SAP Fiori) Report
Order (EAMS_ORD) Filters

Asset Management: SAP UI5 Gantt column list (Click on Gantt

Maintenance (SAP Fiori) option Column Settings to Column
Order (EAMS_ORD) select and add custom List
fields to the chart.)
 Business Context UI Location in the App / UI
Technology Navigation Path Element
Type

Asset Management: SAP UI5 Adapt Filters dialog List

Maintenance Order (SAP Fiori) Report
Operation (EAMS_AFVC) Filters

Asset Management: SAP UI5 Gantt column list (Click on Gantt

Maintenance Order (SAP Fiori) option Column Settings to Column
Operation (EAMS_AFVC) select and add custom List
fields to the chart.)

Note

In the Custom Fields app, on the UI and Reports tab, you must enable the usage of custom
fields for the entity available for the Maintenance Scheduling Board app: Maintenance Orders
and Operations (Maintenance Scheduling Board).

Related Information

Creating Custom Fields

Key User Extensibility

Creating Extension Items and Transporting Them

Manage Schedules

The Manage Schedules app allows you to set up and monitor schedules for the maintenance
order operations that you want to dispatch for a specific schedule period..

Key Features

This app provides the following key features:

 Set up schedules for specific schedule periods

 Check the forecasted work center utilization at schedule level and at day level

 Keep adjusting the scope of a schedule until you are ready to freeze it

 Share schedules to collaborate with other maintenance planners and reviewers

 Use automatic or manual scheduling for the order operations in a schedule

 Level work center utilization by moving order operations to another work center or by
rescheduling operations

 Use a graphical view to quickly identify scheduling conflicts, visualize relationships

between order operations, and schedule operations using a Gantt chart
  Dispatch all scheduled operations in one go

 Track schedule execution

 Review schedule attainment

 Post comments and reply to comments in the activity log

Note

The activity log is available on desktop and laptop computers.

 Keep track of scheduling-relevant changes and activities using the activity log

Supported Device Types

 Desktop

 Tablet

 Smartphone

Navigation Targets

The following apps can be accessed through this app:

 Change Maintenance Order

 Display Technical Object

 Generate Recurring Schedules

Related Apps

The following apps are not directly linked to the app, but are related to the app from a business
perspective:

 Manage Work Center Utilization

 Maintenance Scheduling Board

Implementation Information

Manage Schedules (app entry in the SAP Fiori apps reference library)

Related Information

Apps for Resource Scheduling

Scheduling Maintenance Order Operations

Manage Schedules - For Review

Manage Schedules - For Review

The Manage Schedules - For Review app is a variant of the Manage Schedules app. It allows
you to access the schedules to which you have been added as a reviewer.

Key Features
This app provides the following key features:

 Provide feedback for schedules to which you have been added as a reviewer

 Use a graphical view to identify scheduling conflicts and relationships between order
operations

 Once the schedule period has started, track schedule execution

 Once the schedule period has started, review schedule attainment

 Keep track of scheduling-relevant changes and activities and post and reply to
comments in the activity log

Note

The activity log is available on desktop and laptop computers.

Supported Device Types

 Desktop

 Tablet

 Smartphone

Related Apps

The following resource scheduling apps are not directly linked to the app, but are related to the
app from a business perspective:

 Manage Schedules

 Manage Work Center Utilization

 Maintenance Scheduling Board

Note

To access these apps, you must have the required maintenance planner role.

Generate Recurring Schedules

The Generate Recurring Schedules app allows you to set up the automatic generation of
maintenance schedules based on criteria defined by you.

Key Features

This app provides the following key features:

 Set up generation of maintenance schedules at regular intervals.

 Define what length of time each schedule should cover

 Assign a maintenance planner and / or reviewer and optionally add operations.

 Specify whether you want operations to be automatically assigned to the schedule.

Supported Device Types

 Desktop

 Tablet

 Smartphone

Implementation Information

Check the entry for the template EAM Resource Scheduling - Generate Schedule in the
application job catalog SAP_RSH_CREATE_SCHEDULE and add it as necessary in Customizing.

Generate Recurring Schedules (app entry in the SAP Fiori apps reference library)

Assign Maintenance Order Operations

With this app, you can assign maintenance order operations to a person responsible. You can
also change or delete assignments.

Key Features

This app provides the following key features:

 Assign maintenance order operations to a person responsible

 Change the person responsible for a maintenance order operation

 Unassign the person responsible from a maintenance order operation

 Assign work centers to yourself

Supported Device Types

 Desktop

 Tablet

 Smartphone

Navigation Targets

The following apps can be accessed through this app:

 Change Maintenance Order

 Display Technical Object

 Manage Teams and Responsibilities

Implementation Information

Assign Maintenance Order Operations (app entry in the SAP Fiori apps reference library)

App Extensibility: Assign Maintenance Order Operations

As a key user, you can extend the Assign Maintenance Order Operations app according to your
business needs.

With the Custom Fields app, you can create custom fields to enhance applications. App users
can then add these fields in the relevant apps.

The following table shows you for which business context you can create custom fields and
where in the Assign Maintenance Order Operations app these fields will be available to app
users.

Business Context UI Location in the App UI Element

Technology Type

Asset Management: SAP UI5 (SAP Adapt Filters dialog List Report
Maintenance Fiori) Filters
Order (EAMS_ORD)

Asset Management: SAP UI5 (SAP Table settings for List Report
Maintenance Fiori) the Maintenance Order View
Order (EAMS_ORD) Operations table Settings

Asset Management: SAP UI5 (SAP Adapt Filters dialog List Report
Maintenance Order Fiori) Filters
Operation (EAMS_AFVC)

Asset Management: SAP UI5 (SAP Table settings for List Report
Maintenance Order Fiori) the Maintenance Order View
Operation (EAMS_AFVC) Operations table Settings

Manage Maintenance Schedule for Assets

This app allows you to view assets in their hierarchical structure and to visualize maintenance
windows and planned shutdowns so that you can plan your maintenance work accordingly.

Note

An asset is a technical object in the SAP system. An asset can be a functional location or a
piece of equipment.

Key Features

This app provides the following key features:

 View assets in their hierarchical structure

The app shows all subassets that are currently installed at the superior asset.
  View maintenance orders and maintenance items that are associated with an asset in
the next 4 weeks

Note

The app shows maintenance items if their call objects are maintenance orders or service
orders. If a maintenance plan is deactivated or marked for deletion, the app does not show any
call objects.

 In the Gantt chart, at asset level, graphically view information rolled up from associated
maintenance orders to quickly identify when the asset is under maintenance and
whether a shutdown is required

 In the Gantt chart, at maintenance order level, graphically view information about the
processing status of an order (Due, Dispatched, In Process)

 In the Gantt chart, at maintenance item level, graphically view information about the
generated maintenance orders and upcoming maintenance calls

 In the Gantt chart, quickly identify orders that require asset downtime

This information is retrieved from the system condition set for an order.

 Share the maintenance schedule of assets with other maintenance planners and
reviewers

 Open the maintenance schedule of the superior asset

 Open maintenance orders and assets (functional location, equipment) in the relevant
apps

 Open selected orders in the Maintenance Scheduling Board app

 Show maintenance events in the chart to identify time windows durings which an asset
is available for maintenance

 Open maintenance events in the Manage Maintenance Planning Buckets app

 Make settings to customize the layout of the app and show additional information in the
chart, such as labels for orders and events.

 Make changes to orders, such a moving them on the timeline using drag and drop or the
context menu, or assigning orders to maintenance events.

You can access this app via the Maintenance Scheduling Board app and the Manage Work
Center Utilization app.

Supported Device Types

 Desktop

 Tablet

Navigation Targets

The following apps can be accessed through this app:

 Change Maintenance Order

  Display Technical Object

 Maintenance Scheduling Board

 Manage Maintenance Planning Buckets (Old Version)

Related Apps

The following apps are not directly linked to the app, but are related to the app from a business
perspective:

 Manage Maintenance Backlog

Manage Maintenance Backlog

With this app, you can view a list of the maintenance orders that are associated with a specific
maintenance planning bucket. The maintenance backlog of an operational planning bucket
shows all orders that have been automatically assigned to the planning bucket according to
their scheduled start, their scheduled end, and to the attributes fitting in the scope of the
planning bucket. The maintenance backlog of an event-based planning bucket shows all orders
that have been assigned manually to the maintenance event. Orders that have been set to Do
not execute or that have been marked for deletion are not displayed in this app.

You can view important order details, such as the order status, the order priority and the final
due date. You can view the availability and consumption of the required stock components,
view messages from the latest ATP check, and navigate directly to the Schedule Material
Availability Check app. You can monitor the procurement process for all required non-stock
components and external services. In addition, you can view all maintenance work that has to
be performed by an internal work center.

You can only access this app via the Manage Maintenance Planning Buckets app and
the Maintenance Backlog Overview app.

Note

This app has been designed to be used within the functional scope of the Reactive Maintenance
(4HH) and Proactive Maintenance (4HI) scope items that di ers from how the maintenance
process had been run before (based on the scope items BH1, BH2 and BJ2). Some of the
features might not work in the same way or they might not work at all. Furthermore, not all the
features of this Fiori app are available for maintenance orders of order types for which the phase
model has not been activated.

Key Features

You can use this app to:

 Jump easily from the maintenance orders of the current planning bucket to those of the
previous or the next planning bucket.

 View a list of all maintenance orders associated with the selected planning bucket or a
pre-filtered list of maintenance orders that are in the Preparation phase.
 Check the overall readiness of the order with the help of colored icons indicating
whether the maintenance order is time-critical, whether the required materials and
services are expected to be available, and whether the order has already been
submitted for scheduling.

 Select individual orders and pass them on to the Scheduling phase.

 Select one or more maintenance orders and reschedule them either by changing the
basic start and end dates or by assigning them to the next or the previous planning
bucket.

 Assign one or more maintenance orders to a maintenance event using the Change
Scheduling quick action. You can also unassign maintenance orders from a
maintenance event.

 Branch to the maintenance orders and the assigned technical objects by using the
corresponding links.

 View order details, such as the order status, the priority and the final due date.

 View order operation details such as the execution stage and the short text.

 Check the availability and consumption of the required stock components for all
maintenance orders associated with the selected planning bucket or particularly for
orders in the Preparation phase. For more information, see Monitoring the Availability of
Stock Components.

 Check whether committed quantities of a component can be cleared or reassigned to

another order in a material availability check, and change this setting for one or more
components using a quick action. For more information, see How to Perform an ATP
Check for Stock Components.

 View the details of the stock component, such as the goods movement type and the
product type.

 Branch to the product master data of the stock component by using the corresponding
links.

 Monitor the required quantity, the committed quantity and the withdrawn quantity of the
stock component.

 Monitor the procurement of the required non-stock components and external services
for all maintenance orders associated with the selected planning bucket or particularly
for orders in the Preparation phase. For more information, see Monitoring Procurement
Activities.

 View the supplier from whom a required non-stock component or external service is
procured.

 Monitor the requirement date for non-stock components and external services.

 Branch to the supplier or the material master data by using the corresponding links.

 View the relevant purchase requisition and purchase order, and display the details via a
link.
  Monitor the details and the actual work progress of any internal resources that are
needed for completing the maintenance work.

 View the operation and suboperation details, such as the work center or the execution
stage.

 Check the work progress by evaluating the forecast work, the actual work and the
remaining work.

 Identify time-critical maintenance work by monitoring the earliest start and end dates as
well as the execution start and end dates.

 View the details of a maintenance planning bucket.

In addition, the app supports the following technical features and options:

If the long material number has been activated in your back-end system, it is automatically
displayed in the Material field in this SAP Fiori app.

App Extensibility: Manage Maintenance Schedule for Assets

As a key user, you can extend the Manage Maintenance Schedule for Assets app according to
your business needs.

With the Custom Fields app, you can create custom fields to enhance applications. App users
can then add these fields in the relevant apps.

The following table shows you for which business context you can create custom fields and
where in the Manage Maintenance Schedule for Assets app these fields will be available to
app users.

Business Context UI Location in the App UI

Technology Element
Type

Asset Management: SAP UI5 (SAP Gantt column list (Click on Gantt
Maintenance Fiori) option Column Settings to Column
Order (EAMS_ORD) select and add custom fields to List
the chart.)

Note

In the Custom Fields app, on the UI and Reports tab, you must enable the usage of custom
fields for the entity available for the Manage Maintenance Schedule for
Assets app: Maintenance Orders (Maintenance Schedule for Assets).

Verify Usage Measurement

As a key user, you can use this app to check work center usage for a specific time period. Work
center usage is the basis for calculating the license cost for SAP S/4HANA Asset Management
for resource scheduling.

Key Features

You can use this app to schedule application jobs for the following task:

 View the number of capacities and work center usage for each work center for a
specified time period

Note

You can create application jobs for any period of time that's less than three years from the
current date. Usage measurement data older than three years is deleted automatically.

Supported Device Types

 Desktop

 Tablet

 Smartphone

Implementation Information

Check the entry for the template EAM Resource Scheduling - Verify Usage Measurement in
the application job catalog SAP_RSH_EAM_VERIFY_WORKCENTER_AUDIT and add it as
necessary in Customizing.

Data Deletion in Resource Scheduling

Schedules that include operations from archived maintenance orders are automatically
deleted. In addition, the work center assignments app users make in the resource scheduling
apps are deleted if the corresponding user data is deleted.

Deletion of Schedules

The deletion of schedules created in resource scheduling works as follows:

 If app users do not freeze the schedules they create, the schedules are automatically
deleted once the target week starts.

 If app users freeze the schedules they create, the schedules are stored in the database.
There is no independent archiving object for the archiving of schedules. If a
maintenance order is archived using archiving object PM_ORDER, all schedules that
include operations from this order are automatically deleted in resource scheduling.

Note

The freezing of schedules must be allowed in Customizing. As a key user, make sure that the
required setting is in place.
  If the user who created the schedule is deleted (for example, if the user leaves the
company), all user-related data is deleted as well. This means that you will no longer see
who created (or changed) a schedule.

Deletion of Work Center Assignments

App users need to assign work centers to themselves in order to see data in the resource
scheduling apps. If user data is deleted (for example, because the user leaves the company),
these assignments are deleted automatically.

For more information, see Deleting Work Center Assignments.

Deleting Work Center Assignments

App users need to assign work centers to themselves in order to see data in the resource
scheduling apps. Using a report, you can delete these assignments for specific users, for
example, if a user leaves the company.

Prerequisites

You are authorized to run the report (authorization object RSH_US_DEL).

Procedure

1. In your back-end system, call up the report Deletion of Work Center Assignments in
Resource Scheduling (RSH_DELETE_EAM_USER_SETTINGS).

2. Make the required entries and run the report.

For more information, see the report documentation in the system.

Resource Scheduling FAQs

Browse through these frequently asked questions to check if your question has already been
answered. You will also find links to the relevant help topics.

The following interactive overview shows the available FAQ topics. Hover over a box for a short
description and click to navigate to the topics below.

Configuration FAQs for Key Users

These configuration and setup FAQs are relevant for key users and administrators.

Q: How do I make the resource scheduling apps available in the SAP Fiori launchpad?

 Read the implementation information that is available for each app in the SAP Fiori apps
reference library.

 Assign the business roles Maintenance Planner - Resource

Scheduling (SAP_BR_MAINTENANCE_PLANNER_RSH) to all relevant app users.
  Make sure that all required ICF nodes are active. This is especially important after you
have upgraded your SAP S/4HANA release. ICF nodes for new apps are not activated
automatically after software upgrades.

More Information: Information for Key Users, SAP Note 2792564 , SAP Fiori Apps Reference
Library

Q: How do work centers need to be configured?

 The following settings are required so that a work center can be used in the resource
scheduling apps:

o Capacities must be defined for all work centers.

o An appropriate usage key must be specified on the Basic Data tab in the work
center master data. The specified usage key must be relevant for Plant
Maintenance.

o Make sure that app users are authorized to display work center data.

 The following settings are required if you want app users to be able to change work
center capacity in the resource scheduling apps:

o App users must be authorized to change work center data.

o The work center must not reference an available capacity.

o The work center must not use a pooled capacity.

 We recommend that you set up your business process in a such a way that one
maintenance planner is responsible for a work center. This is to avoid conflicts during
the scheduling and dispatch of order operations.

More Information: Required Work Center Configuration

Q: Why is there no value help available in the Share Schedule dialog and the Assign dialog?

Before app users can share a schedule with others in the Manage Schedules app or assign
maintenance order operations to a person responsible in the Assign Maintenance Order
Operations app, you must ensure that the users with whom a schedule is to be shared or to
whom a maintenance order operation is to be assigned are available as business users.

More Information: When to Set Up Business Users

Q: What do I need to keep in mind when setting up the maintenance planning process?

 A single maintenance planner should be responsible for all operations in a maintenance

order. This is to make sure that the maintenance planner is aware of all e ects of
dispatching the individual operations.

 Your system should be configured in such a way that automatic scheduling is performed
whenever order dates change.

 If you want to prevent operations from being dispatched before all prerequisites are
fulfilled, set up user status profiles. Prerequisites can include the availability of permits,
required tools, or the dispatch of predecessor operations.
  Use the same priority definition for order types that are often used together by
maintenance planners.

 To be able to work with orders and operations in the resource scheduling apps, control
keys must be configured as follows:

o The control key must be marked as relevant for scheduling.

o The determination of capacity requirements must be enabled.

To check how control keys are set up in your system, see Customizing for Plant Maintenance
and Customer Service Maintenance and Service Processing Maintenance and Service
Orders Functions and Settings for Order Types Control Key Maintain Control Keys.

 Allow the freezing of schedules in Customizing. Although this setting is not a

prerequisite for using the apps, it is required so that maintenance planners can track
schedule execution and review schedule attainment. You enable this setting in
Customizing for Plant Maintenance and Customer Service Maintenance and Service
Processing Resource Scheduling Make Settings for Resource Scheduling.

More Information: Information for Key Users

Q: How do I make in-app help available to my users?

 Make the relevant settings described in the Installation Guidefor SAP S/4HANA
under User Assistance Settings.

After successful configuration, a question mark is shown in the SAP Fiori launchpad shell bar.

More Information: http://help.sap.com/s4hana → Implement Installation Guide

Q: Which resource scheduling apps can be extended and how?

You can extend the following apps:

 Manage Work Center Utilization

 Maintenance Scheduling Board

 Assign Maintenance Order Operations

More Information: App Extensibility: Manage Work Center Utilization, App Extensibility:
Maintenance Scheduling Board, App Extensibility: Assign Maintenance Order Operations

Q: What to do if I need support?

 In case of issues, go to SAP Support Portal at http://support.sap.com and check if

there are SAP Notes for similar issues for component CA-RSH-EAM.

 If you cannot find any useful information, report an incident using component CA-RSH-
EAM.

General App Use FAQs

Browse through these FAQs if you've general questions about how to work with the resource
scheduling apps.
Q: Why don't I see any data in the apps?

 Before you see any data in the apps, you must assign at least one work center to
yourself.

 Unless you've configured your default view to be applied automatically, you don't see
any key figure cards when opening the Maintenance Scheduling for Resource
Planners app from your SAP Fiori launchpad. To show any information in the app, you
must click Go first.

Tip

To show the key figure cards immediately after opening the app, select the Apply
Automatically checkbox for the view that you want to use as default view.

More Information: Assigning Work Centers to Yourself, Monitoring Key Figures for Your Work
Centers

Q: Why are there apps missing on my SAP Fiori launchpad home page?

 Most apps are available as tiles on your SAP Fiori launchpad home page. The following
apps, however, are by default only accessible via another app:

o You can access the Manage Work Center Utilization app via the cards shown in
the Resource Scheduling for Maintenance Planners app.

o You can access the View Maintenance Schedule for Assets app via
the Maintenance Scheduling Board app or the Manage Work Center
Utilization app.

 For more information about how to create your own tiles with access to specific apps or
data, see Share Apps and Create Bookmarks for Apps in the user guide for SAP Fiori
launchpad.

More Information: Apps for Resource Scheduling

Q: How are dates and times shown in the apps?

 The display time period is relative to the current date. For example, if the time period
is Next 4 Weeks, the display time period starts on the current date and includes the
remaining days of the current calendar week plus the following 3 calendar weeks. If
it's Next 2 Weeks, the display time period starts on the current date and includes the
remaining days of the current calendar week plus the following calendar week.

 As a rule, dates and times are generally shown in the Fiori Launchpad time zone (that is,
the time zone of the app user), apart from the following dates and times, which are
displayed in the system time zone::

o work start and end in work centers

o shift start and end (in the Change Work Center Capacity view)

o all time periods displayed in the Resource Scheduling for Maintenance

Planners app

o all dates and times shown in the Verify Usage Measurement app
  A calendar week always starts on a Monday and ends on the following Sunday.

More Information: Display Time Period

Q: Are all features available on mobile devices? Any limitations?

 The data shown in the resource scheduling apps is best viewed on larger screens.
However, many features can be used on mobile devices as well.

 The following features aren't available for smartphones. Availability for other mobile
devices is limited depending on the type of device you're using:

App / Feature Available for Available

Laptop for Tablet

Maintenance Scheduling Board app Yes Yes

Manage Maintenance Schedule for Assets app Yes Yes

Graphical view in the Manage Schedules app Yes Yes

Activity log in the Manage Schedules app Yes No

Condensed layout in apps with Gantt charts Yes No

Change of work center capacity in the Manage Yes Yes

Work Center Utilization app

Creation of relationships in the Maintenance Yes, but no No

Scheduling Board app touch support

Context menu for chart elements in Yes, but no No

the Maintenance Scheduling Board app or touch support
the Manage Maintenance Schedule for
Assets app

Drag and drop in the Maintenance Scheduling Yes, but no No

Board app or the Manage Maintenance Schedule touch support
for Assets app

In-app help Yes Yes

More Information: Working with the Maintenance Scheduling Board

Q: Are the apps refreshed automatically? What happens if another user works on the same
data?

 If data, such as order operation data or work center data, is changed by another user
after you've opened one of the resource scheduling apps, you aren't notified. If a longer
period of time has elapsed after you've opened the app, make sure to refresh the apps to
get the current data. This ensures that your changes are always based on the latest
operation data.

 If another user is working on an object that you want to change, for example, a
maintenance order or work center, you cannot save your changes and an error message
is shown.

There's one exception: If you're in the Assign Maintenance Order Operations app and another
planner assigns a person responsible to an order operation using another application, the
assignment that you're creating in the app overwrites the person responsible assigned by the
other planner.

 When you navigate back to an app from another app, the app is in the same state as
when you left it. If you come back to the Maintenance Scheduling Board app, for
example, expanded entries are still expanded and any filters that you added are still in
place. To see any changes that were made to orders and operations while you were
working in another app, you must refresh the app manually (for example, using Go or
the F5 key).

More Information: How Changes Can A ect the Scope of Your Schedule, Keeping Track of
Changes and Comments

Q: Where to find help while using the apps?

 All apps contain in-app help for key fields or screen areas. To open the help, press F1 or
choose the question mark in the top-right corner of the screen.

 For more detailed information, see the product assistance on SAP Help Portal
at http://help.sap.com/s4hana_cloud → Product Assistance.

Open the product assistance and go to Asset Management Resource Scheduling.

 Want a stable link that directly opens the product assistance? Bookmark the resource
scheduling overview page at http://help.sap.com/s4_ce_resourcescheduling.

Work Center Utilization FAQs

Browse through these FAQs to find answers to questions related to work center utilization.

Q: When is a work center overloaded? What is the target utilization for a work center?

 The threshold above which a work center is overloaded is specified in the work center's
master data. The capacity utilization is defined as part of the standard available
capacity specified at the header level of the work center capacity.
  In the Manage Work Center Utilization app, you can set a target utilization percentage
that is shown as a target line in the utilization chart. This value is only relevant for
displaying work center utilization in the chart.

 In the Manage Schedules app, the utilization forecast chart shows the planned
utilization, which depends on how many operations are scheduled to be completed in
the schedule period.

If you schedule the operations manually, you can overload a work center. If you use automatic
scheduling, the app stops scheduling when work center utilization reaches 100%.

More Information: Calculation of Available Capacity, Settings for the Utilization

Chart, Scheduling Logic

Q: What does a utilization percentage of 999% mean?

 A percentage of 999% is shown if a work center has no capacity at all in the relevant
time period (for example, on a non-working day) but has maintenance order operations
or maintenance plans that require capacity.

 If you enable the display of work center utilization in the Maintenance Scheduling
Board app, a red utilization bar is shown on non-working days on which maintenance
order operations, suboperations, or maintenance plans are assigned to a work center.

More Information: Work Center Utilization

Q: How can I visualize the utilization of my work centers? When to use what option?

 You can visualize the current utilization of your work centers in the following apps:

o Manage Work Center Utilization app: Work center utilization is visualized in the
chart that is part of the Maintenance Order Operations tab. The utilization
percentage is calculated based on the order operations and suboperations in
your work centers.

You can combine the use of the filter bar with the utilization chart to optimally plan the
utilization of your work centers before moving operations between work centers or finding a new
start date for operations. For more information, see Visualizing Work Center Utilization Based on
Various Attributes.

o Maintenance Scheduling Board app: You can enable a setting to display a

color-coded bar indicating work center utilization in the Gantt chart. This helps
you to quickly decide on a new start date and time for operations that you want
to move in order to level work center utilization. The utilization data is aggregated
for each day (in system time zone) on which the work center is open and is
shown when you hover over the bar.

 Once you start working with schedules, you can see the forecasted work center
utilization per schedule (at schedule and day level) in the Manage Schedules app.

The utilization forecast is based on the maintenance order operations that are included in the
schedule.

More Information: Where to Check Work Center Utilization in Resource Scheduling

Q: How do maintenance plans contribute to the capacity load?

 Maintenance plans contribute to the capacity load if they are scheduled to be called in
the relevant time period.

 The apps consider maintenance plans whose maintenance call objects are
maintenance or service orders. Maintenance plans with other types of call objects are
not taken into account. Inactive maintenance plans or maintenance plans that are
marked for deletion are also not taken into account.

 You can show the load caused by maintenance plans in the chart that's part of
the Manage Work Center Utilization app. Show utilization by processing status.
Maintenance plans have the processing status Ready to Be Called.

More Information: Work Center Utilization, Visualizing Work Center Utilization Based on
Various Attributes

Scheduling and Dispatching FAQs

Browse through these FAQs if you have questions related to the scheduling and dispatch of
order operations.

Q: Can other people view my schedules? How best to collaborate?

 Schedules that you have not shared with somebody else are only visible to you. The
changes you make during scheduling (for example, setting a new start day for an order
operation or moving an operation to another work center) become visible to others when
you save and dispatch the operations from your schedule.

 You can share a schedule with others by adding them either as maintenance planners or
as reviewers. Maintenance planners can modify, share, or delete the schedule.
Reviewers cannot make any changes to the schedule.

 Planners with whom you want to share a schedule must have assigned at least one work
center to themselves.

Only if this prerequisite is fulfilled will the planner's name be available in the Share
Schedule dialog.

Note

If all prerequisites are fulfilled but you still can't add another planner or reviewer in the Share
Schedule dialog, contact your key user or administrator. App users with whom you want to
share a schedule must be available as business users.

More Information: Collaborating on a Schedule, Sharing a Schedule

Q: Why does my schedule include more than the due operations that I selected for
scheduling?

 When you set up a schedule, in addition to the due operations that you add to your
schedule, operations that have already been dispatched or are in process are added
 automatically if they overlap with the target week and are in the same work center as the
selected operations. These operations make up a work center's base load.

More Information: About Schedules

Q: The number of order operations in my schedule keeps changing? Why?

 Check if the schedule has been shared with other planners. Somebody else may have
added operations to or removed operations from the schedule.

 It may happen that another planner changes an order operation in another app after you
added it to your schedule. Depending on the nature of the change and the processing
status of the order operation, the operation may automatically be removed from your
schedule.

 Similarly, if an order operation is moved to another work center, this work center's base
load is added to your schedule, while some operations from the original work center
may automatically be removed.

More Information: How Changes Can A ect the Scope of Your Schedule, Collaborating on a
Schedule

Q: Anything to keep in mind before I start scheduling and dispatching order operations?

 Before dispatching an order operation, make sure that any required materials, tools, and
permits are available and that any existing predecessor operations are dispatched.

 You should schedule and dispatch all order operations in a maintenance order together.
If you schedule and dispatch order operations separately, make sure that you check the
status of the other order operations in the order as well as the status of any related order
operations in other orders.

 When you dispatch an order operation using the resource scheduling apps, any existing
constraints on the operation dates are removed and a Must start on constraint is set.
This constraint remains in place even if you decide to cancel the dispatch again.

Tip

In the Maintenance Scheduling Board app, you can enable a setting to show Must start
on constraints for operations in the chart. Using this app, you can also remove any constraints
for order operations, for example, after canceling the dispatch of an order operation.

 When you dispatch an order operation as part of a schedule and this operation has a
relationship to operations that are not part of your schedule, you do not see if or how the
related operations are moved. If the relationship is violated, you are not notified.

 For you to be able to freeze a schedule, your key user or administrator must have
enabled the required setting.

More Information: Dispatching Order Operations, Handling of Date Constraints, Finalizing a

Schedule

Q: How does the Manage Schedules app handle scheduling conflicts?

  A conflict occurs, for example, if a work center does not have enough capacity to
schedule an operation for the selected day. Depending on the cause of the conflict and
on whether you use manual or automatic scheduling, scheduling is canceled or a
fallback solution is applied.

 Conflicts are shown for the operation that causes the conflict, not for all operations
involved in the conflict.

 Conflicts are only shown if they occur in the schedule period. If you (manually) schedule
an order operation in such a way that it extends beyond the schedule period, the app
does not check the capacity situation beyond the schedule period.

Therefore, make sure to check for potential scheduling conflicts beyond the schedule period
and adjust the order operation dates as required.

 If you dispatch an order operation that has a relationship to operations that are not part
of your schedule, you do not see if or how the related operations are moved. If the
relationship is violated, you are not notified.

More Information: Scheduling Conflicts

Scheduling Conflicts

A scheduling conflict occurs, for example, when a work center does not have enough capacity
to schedule an operation for the selected day. Depending on the cause of the conflict and on
whether you use manual or automatic scheduling, scheduling is canceled or a fallback solution
is applied.

In the app, conflict warnings or error messages are shown for the operation that causes the
conflict, not for all operations involved in the conflict.

Remember

Conflicts are only shown if they occur in the schedule period. If an order operation is scheduled
in such a way that it extends beyond the schedule period, the app does not check the capacity
situation beyond the schedule period.

The following table provides an overview of potential conflict scenarios.

Conflict Scenario Manual or Occurs When Fallback Solution

Automatic
Scheduling

The work center Manual The work center's base load The operation is
does not have on the selected date is high scheduled for the
enough capacity on and the work center is selected date and
the selected start already loaded up to the start time is set
date. capacity. to the time when the
work center opens.
Conflict Scenario Manual or Occurs When Fallback Solution
Automatic
Scheduling

The work center Manual The work center is closed on The operation is
does not have any the selected date, for scheduled for the
capacity on the example, because the selected date. The
selected start date. selected date is a public start time is
holiday. 00:00:00 and the
end time is
23:59:59. Work
center utilization is
shown as 999%.

The work center Manual One of the following applies: The order operation
does not have is not scheduled.
 The work center has
enough capacity or
no capacity at all on
no capacity at all at
the selected date, for
the selected start
example, because it's
time.
a public holiday.

 The work center is not

available at the
selected time, for
example, because it's
already closed for the
day.

Relationships Manual One of the following applies: The successor

between operations operation is
 You've set a start date
are violated. scheduled for the
for the successor
selected date and
operation that is
the start time is set
before the start date
to the time when the
for the predecessor
work center opens.
operation.

 You've set the same

start date for both
operations, but the
app does not find a
time slot for the
successor that is
after the time slot for
the predecessor.
 Conflict Scenario Manual or Occurs When Fallback Solution
Automatic
Scheduling

The work center Manual You've set a start date for a Only a part of the
cannot provide a long order operation that operation is
continuous time requires too much capacity scheduled for the
slot to schedule the to be completed in the schedule period.
entire operation in schedule period.
Before dispatching
the schedule
the order operation,
period.
make sure that
there's enough work
center capacity
after the schedule
period.

The work center Automatic You've selected too many The app keeps
cannot provide operations for scheduling. scheduling order
continuous time The app does not find operations until
slots to schedule all continuous time slots for all work center
relevant operations operations in the schedule utilization reaches
in the schedule period. 100%.
period.
Any remaining
operations are not
scheduled and
remain due.

Related Information

How Changes Can A ect the Scope of Your Schedule

Relationship FAQs

Browse through these FAQs if you've questions about relationships between order operations.

Q: How can I check if relationships exist between order operations?

 To visualize relationships between the order operations in your work centers, use
the Maintenance Scheduling Board app. You can enable the display of relationships in
the settings.

You can show both implicit and explicit relationships. Color-coding indicates if relationships
between operations are violated.

 To visualize relationships between the order operations that are currently in your
schedule, use the graphical view that's available in the Manage Schedules app. You can
enable the display of relationships in the settings.
You can show both implicit and explicit relationships. However, there's no color-coding for
relationship violations in this app.

More Information: Working with the Maintenance Scheduling Board, Settings for the Graphical
View of the Manage Schedules App

Q: What's the di erence between implicit and explicit relationships?

 Explicit relationships are created by a person. Explicit relationships can be created

between operations in the same order or between operations in di erent orders. Explicit
relationships can be of di erent types, for example, finish-start (FS), start-start (SS), or
finish-finish (FF).

 Implicit relationships are used if, or when no explicit relationships exist. Implicit
relationships are only used for operations in the same order. The operation number is
used to determine the sequence of operations. Implicit relationships are finish-start (FS)
relationships.

Note

If the scheduling type set for a maintenance order is Only capacity requirements, the apps
don't show any implicit relationships.

More Information: Managing Relationships Between Order Operations

Q: Can I create and delete relationships using the resource scheduling apps? Anything to
keep in mind?

 You can create and delete relationships in the chart of the Maintenance Scheduling
Board app. To do so, you must be using a desktop or laptop computer and a mouse or
your keyboard. Touch input isn't supported.

 As soon as you create a relationship in the chart, all implicit relationships in the order
are deleted automatically. Note that implicit relationships can't be deleted manually.

If you delete all explicit relationships in an order, all implicit relationships are restored.

 The app adjusts the start date of successor operations automatically. However, this only
applies if no date constraints exist and if the related operations are included in the same
order. If you create a cross-order relationship, you must trigger order scheduling
manually to have the start dates of successor operations adjusted by the app.

More Information: Managing Relationships Between Order Operations, Removing Constraints

for Order Operations

Q: Do the resource scheduling apps take relationships between order operations into
account during scheduling?

 To make sure that the successor operation is scheduled automatically when you create
a relationship between two order operations (in the same order), remove any date
constraints for the successor.

 When you create cross-order relationships, you must manually trigger order scheduling
to schedule any successor operations accordingly. In the Maintenance Scheduling
 Board app, you can do this one order at a time. To trigger scheduling for all a ected
orders at once, you can use the Manage Schedules app.

 The Manage Schedules app takes into account finish-start (FS) relationships and start-
start (SS) relationships between operations that belong to the same order and between
operations that belong to di erent orders (cross-order relationships). The app takes into
account predecessor relationships for the operation that is being scheduled.

 When determining a time slot for a predecessor operation, the app tries to schedule the
operation before its successor. If the app doesn't find a time slot that allows it to keep
the relationship, the result depends on whether you've used automatic scheduling or
whether you've manually set a start day:

o If you've manually set a start day, the operation is scheduled to start as soon as
the operation's work center opens on the selected start day.

o If you've used automatic scheduling, the operation isn't scheduled and

remains Due.

 Keep in mind that there are a few limitations related to relationships:

o If you dispatch an order operation that has a relationship to operations outside

your schedule, you don't see if or how the related operations are moved. If the
relationship is violated, you aren't notified.

o If you change the start date for an operation with successor operations, the start
date for these operations may also change. This depends on how automatic
scheduling (the standard function available in Asset Management) is configured
in your system. As a result, it may happen that successor operations are moved
to a date outside the time period shown in the apps.

More Information: Scheduling Logic, Managing Relationships Between Order Operations

Help FAQs

Browse through these FAQs for information about the available help.

Q: Where to find help while using the apps?

 We provide context-sensitive help for all resource scheduling apps. The display of in-app
help must be configured by your key user or administrator.

 If the display of help is enabled, you can see the  (Open Help) icon in your SAP Fiori
launchpad shell bar. Click the icon to open the help.

If you cannot find the question mark icon in the apps, you can contact your key user to configure
the in-app help as described in the Information for Key Users.

Q: What if in-app help is not available in my apps? Where to find more detailed
information?
  If the display of in-app help has not been configured in your system, or if you need more
detailed information, take a look at the product assistance on SAP Help Portal
at http://help.sap.com/s4hana → Product Assistance.

Open the product assistance and go to Lines of Business Asset Management Resource
Scheduling.

 Want a stable link that directly opens the product assistance? Bookmark the resource
scheduling overview page at http://help.sap.com/s4_op_resourcescheduling.

Status FAQs

Browse through these FAQs if you have questions about the statuses shown in the resource
scheduling apps.

What statuses are shown in the resource scheduling apps?

 Some of the statuses shown in the resource scheduling apps are mapped to system
statuses that exist outside of resource scheduling. Others are only used in the resource
scheduling apps.

Here's a list of the relevant statuses:

Status in More Information

Resource
Scheduling

Processing This status indicates the stage in the planning and scheduling
status process for a maintenance order, order operation, or
suboperation. It is used only in resource scheduling, but is
mapped to one or more operation subphases and system
statuses.

Processing Status

Material This status shows if the required material components are

availability available. It is mapped to the relevant system status for a
status maintenance order.

Checking the Material Availability Status

Assignment This status is shown in the Assign Maintenance Order

status Operations app. It indicates whether an order operation is
assigned to a person responsible.

Assigning Operations to a Person Responsible

 Status in More Information
Resource
Scheduling

Completion This status is shown in the Manage Schedules app after the
status schedule period has started. It indicates whether completion of
work for an order operation has been (partially) confirmed.

When Is an Order Operation Completed?

Schedule status This status indicates the current phase of a schedule. It is only
used in resource scheduling.

About Schedules

What if a maintenance order includes operations with di erent statuses?

 As a rule, the processing status for a maintenance order is set according to the lowest
processing status of the included order operations.

Example

If a maintenance order has five operations that have the processing status Dispatched, and one
operation with processing status Due, the processing status shown for the order is Due.

 If you filter for a specific processing status and an order has at least one operation with
this status, this status is also shown for the maintenance order.

 Other statuses (assignment status, completion status) used in resource scheduling are
only used at order operation level. They are not relevant at order level.

More Information: Processing Status

What if a maintenance order has more than one material availability status?

 The material availability status shown in the resource scheduling apps is derived from
the relevant system status of the maintenance order. In rare cases, a maintenance order
can have multiple material availability (system) statuses at the same time. In the
resource scheduling apps, only the “lowest” material availability status is shown. The
following applies:

Concurrent System Statuses Material Availability Status

Shown in Resource Scheduling

o Material availability not No Material Components

checked (MNAC)

o No material
components (NMAT)
 Concurrent System Statuses Material Availability Status
Shown in Resource Scheduling

o Material shortage (MSPT) Material Availability Not Checked

o Material availability not

checked (MNAC)

 If the assigned material components are removed from the order and a material
availability check is run, the material availability status shown in the resource
scheduling apps is No Material Components.