Transcript Slide 1

The Maturity of Compatible Units –
Two Years Later
Jerry Olson & Ron Gray
Pacific Gas & Electric Company
© 2008 Eventure Events. All rights reserved.
Company Profile
• 2005 marked the 100th anniversary of PG&E
• Provides energy to nearly 1 in 21 people in the U.S.
– 14 million people
• 70,000 square-mile service territory
• 20,000 employees
• Projected revenue $12 B
Electric and gas distribution
customers
5.0 MM electric
Electric transmission circuits
4.2 MM gas
18,616 miles
Electric distribution circuits
Gas transmission backbone
120,000 miles
6,128 miles
Gas distribution
Electric generation capacity
Nuclear (1), Fossil (2), Hydro
(110) Plants
40,123 miles
6,420 MW
22,544 Peak MW
Key Learning's
• Why compatible units?
• The make up of compatible units @ PG&E
• Using compatible units entirely within SAP for
estimates
• Using compatible units in conjunction with 3rd
party design tools
• Scheduling & CU’s
• Special Use’s
• Assemblies
• Pitfalls and cautions when handling CU’s
Best Practices
• Compatible Units drive consistent use of
standard material and lowers procurement costs
• Compatible Units used within Design Templates
drive standard designs
• Standard designs drive standard construction
practices
• Standard materials drive standard maintenance
procedures
• Unit costs readily available
Why SAP Compatible Units?:
It is more then just about labor hours and
materials. SAP compatible units enable
the use of:
Functional Locations
Equipment Records
Crew Classes
Services
Special Equipment
Assemblies
Workflow Diagram:
CU Library
Create &
Change CUs
Work Order Design
Design Work
Orders based
on CUs
Work Order Confirmation and
Settlement
Confirm Work
Orders
Final Evaluation of CUs
Based on Confirmation and Summary Process
Settle Work
Orders
The Notification/Order Hierarchy @ PG&E
• Notification
– Master Order - (Used to schedule non construction
tasks)
• CU Design (Collection of all CUs for the job)
– CU Order – (CU Design exploded into:)
 Operations
 Components (Material and Services per operation)
 Settlement receiver per operation
 User fields on Operations (MAT, X, Y… )
The Notification/CU Order Hierarchy (Example)
Workflow
Application
for service
Initiate
Notification
Master Order
CU Library
Preliminary
Estimate
Design
Future
CU Design
CU Design
CU Design
CU Design
Schedule
Labor (Click)
Construct
Document
CU Order
Settlements
As-Built
Job Estimate
Package
Contract
(CCBS)
Material Reservations
(MM)
Equipment Record
Equipment Record
Equipment Record
CUs and the Work Management Process
Design
•3 Interfaces with external Graphical Work Design tools
•Standardizes materials used in construction
•Used within standard CU Design Templates
•Used to create Job Package (Job Estimate and Supporting Reports)
•Links Job Package to DMS
•Automatic AIN accounting determination for CCBS (contract program)
•Determines AIN costs and interfaces with CCBS
•Used with custom trench application to calculate resources and allocate costs
•Automatic order creation based on CU Design
•Provides cross validation for CU characteristics
•Provides the ability to create and cost multiple designs
Construct
•Interfaces with Click scheduling based on CU Attributes for crew class and size
•Provides flexibility for scheduling labor and materials
•Provides the ability to create work ticket for construction
•Material visibility and demand automatically sent to MM system (forecasting)
•Automatic Material reservations in MM system
Document
•Automatic Settlement Rule creation at the operation level
•Automatic Equipment Creation during the AS-Built process
•Provides the ability to compare AS-Builds with Designs
•Automatic Mass Asset interface to CO module
Report
•Facilitates the automation of unit costs
•Provides the ability to more accurately report costs by MAT for program owners
•Provides more detailed reporting capability based on CU Attributes (Ad Hoc)
The Elements of Compatible Units @ PG&E
 Primary Characteristics
 User Fields on CU Instance
 Secondary Characteristics
 Settlement rules
 Virtual CU’s
 CU Hierarchy
 CU Summarization
 CU ties to scheduling
 Custom functionality – Trenching
 Materials - CU’s. (components/reservations)
Compatible Unit Structure
Design Time Attributes :
Search Criteria
CU Type
Action
Unit Application
Service Type
Work Agent
Maint. Activity Type
Job Rule
Tax Location
(Pole, Pipe, Conductor…)
(Install, Remove, Transfer, Abandon)
(Distribution, Service, …)
(Gas, Electric)
(PGE, Applicant)
(16R, 29J, …)
(New Business)
(Private, Franchise)
Reference Object :
Compatible Unit
Functional Location
Equipment Record
Labor Time
Assemblies:
Material
Task List
Work Center
(Crew Class)
Activity Type
Example Compatible Unit:
(45’ Class 4 Pole)
Compatible Unit
Classification
Task List
Reference Object :
Functional Location
Equipment Record
Example Compatible Unit:
(45’ Class 4 Pole)
Task List
Labor Time
Install
Remove
Activity Type
Work Center
Material
Example Compatible Unit:
(45’ Class 4 Pole)
Material
Example Compatible Unit:
(45’ Class 4 Pole)
Compatible Unit
Classification
Task List
Reference Object :
Functional Location
Equipment Record
Example Compatible Unit:
(45’ Class 4 Pole)
Reference Object :
Equipment Record
Example Compatible Unit:
(45’ Class 4 Pole)
Reference Object :
Functional Location
Equipment Record
Example Compatible Unit:
(45’ Class 4 Pole)
Compatible Unit
Classification
Task List
Reference Object :
Functional Location
Equipment Record
Primary Characteristics and User Fields
• Primary Characteristics and User Fields describe How and Why the
CU was used in the Design. Only one Primary Class can be assigned
to CUs
• Primary Characteristics:








CU Type (Pole, Pipe, Transformer)
Action (Install, Remove, Transfer, Abandon)
Unit Application (Distribution, Service, Transmission)
Service Type (Gas, Electric)
Work Agent (PG&E, Applicant)
MAT (Maintenance Activity Type)
Job Rule
Private/Franchise
Caution: How you use Primary Characteristics can complicate CU Maintenance
Primary Characteristics and User Fields (Cont)
This information is used to determine:
• Which operations to select from the CU
task list and transfer to the CU Order
• The settlement receiver at operation level
• Accounting for contracts
• How to schedule labor and material
• Detailed information about how labor and
material are used to enable more accurate
reporting capabilities.
Example Compatible Unit:
(45’ Class 4 Pole)
Primary Classification
Secondary Class Characteristics
• CUs can be assigned to as many secondary classes as
necessary.
• Used for classifying the CUs to enable searching capability.
 By Standard
 By Attributes
• Pole Height
• Class
• Material, Etc.
• Also can be used to drive other custom logic and reports
 Mass Assets
• Used for assembly definition (variant configuration)
Example Compatible Unit:
(45’ Class 4 Pole)
Secondary Classification
Example Compatible Unit:
(45’ Class 4 Pole)
Macro Compatible Unit
Classification
Create Macro Cu
Task List
Reference Object :
Functional Location
Equipment Record
Macro Compatible Unit
Assembly Configuration Options
• Variant Assemblies (Uses Variant Configuration)
• Macro Assemblies (User Exit)
• CU Designs as Assemblies (Custom Code)
Creating Estimates Using Compatible
Units within SAP:
•
•
•
•
•
•
Design Templates/Tabular Designs
Virtual Compatible Units (VCU)
Design Points
Cost Simulation
Job Package creation
Custom Application (Joint Trench)
• Example
Special Use’s
Using Compatible Units In Conjunction
with Design Tools
• Requires 3 interfaces for External Tools
 Export CU Library to external system
• Labor, Material, Services, Primary and Secondary Characteristics
per Compatible Unit
• Validation Rules
 Link Master Order to External Design
 Import external design to SAP
•
•
•
•
Creates SAP CU Design
Passes CU with Primary Characteristics
Passes implementation defined Characteristics
Respects the defined CU Hierarchy within the CU Design
Using Compatible Units In Conjunction with
Design Tools
External
Design Tool
SAP R/3
CU Library
Export CU
Library
Design Creation
Link Master
Order to external
design
Completed Design
Create CU
Design
CU Library
Master Order
Construction Measure
CU Design
CU Order
CU Summarization Process
LD-PRO
SAP DETAILED CU DESIGN
SAP SUMMARIZED CU DESIGN
CU ORDER
Application/Notification
KB Object
Key Functional Requirements
Master Order
1.
Summarize all non-trench,
non-equipment CUs that have
the same primary
characteristics and CU ID
2.
Summarize all the like trench
CUs including facilities
3.
Do not summarize CUs that
create equipment records;
keep them at design point
4.
Do not summarize other CUs
identified as ‘Do not
summarize’
Construction Measure
Detailed CU Design
Summarized CU Design
1. VCU: Non-trench, Non-equipment (Bends,
Crossarms)
2. VCU: Like trench CUs including facilities
(Excavation, Sand Backfill, Pipe)
3. Dsgn Pt 1 Wood Pole
4. Dsgn Pt 2 Cut-to-Length Cable
CU Order
Proof of Concept
• SAP recommends not exceeding 2000 operations on a
single CU order
• PG&E’s current configuration will allow up to 4500
operations on a single CU order
• The table below shows the expected decrease in number
of operations after CU summarization:
Subdivision
# Operations
# Operations after
summarization
% Reduction
11 Lots
60 Lots
460
2428
145
300
68%
88%
• With CU summarization, we will be within SAP’s 2000
operation recommendation for subdivisions up to 400 lots
• Approximately 5% of designs passed each year will be
this size or greater
The Roll of CU’s For Scheduling:
• PG&E uses Click Software for external
scheduling
• Specific operations used for scheduling
(Prevents scheduling from seeing unnecessary
operations)
• The ability to group operations based on CU
Characteristics
• Schedulable operations carry hours, crew class
etc.
• Crew class by work center – (Alt: Primary Char.)
• Material Delivery
Schedulable PM Order Operations
Planning CU/Order Example:
• Use CUs to create typical CU for each MAT
(Maintenance Activity Type)
– Use typical labor classes (Activity Types)
• Estimators/Designers
• Mappers
• Electric Construction
• Gas Construction
– Use major material
• Use Planning CU in Planning tool
Lessons Learned and Challenges
• Cross validation of characteristics
• CU Summarization
• Master order vs. CU order settlement arrangement.
• Keep CU construction as generic as possible
• Add necessary business/financial attributes upon use of
the CU in your CU Design object.
• Assembly creation is as much an art as a science.
• Future needs:
– Maintenance Tools
– Assembly construction hierarchy
Jerry Olson & Ron Gray
Pacific Gas & Electric Company
[email protected] / [email protected]
© 2008 Eventure Events. All rights reserved.