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Schedule Manager What’s New Mark Homrich | Teamcenter Product Management Realize innovation. Unrestricted © Siemens AG 2017
Transcript

Schedule Manager

What’s NewMark Homrich | Teamcenter Product Management

Realize innovation.Unrestricted © Siemens AG 2017

Unrestricted © Siemens AG 2017

May 8-10 2017Page 2 Siemens PLM Software

Teamcenter

Simplifying PLM

Unrestricted © Siemens AG 2017

May 8-10 2017Page 3 Siemens PLM Software

Teamcenter

Process execution

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May 8-10 2017Page 4 Siemens PLM Software

Teamcenter User Connection

Schedule Manager

.

Schedule Manager 11.2 Architecture

Program Planning

Schedule Manager on Active Workspace

Resources

Agenda

Unrestricted © Siemens AG 2017

May 8-10 2017Page 5 Siemens PLM Software

Teamcenter User Connection

Schedule Manager

.

Schedule Manager 11.2 Architecture

Program Planning

Schedule Manager on Active Workspace

Resources

Agenda

Unrestricted © Siemens AG 2017

May 8-10 2017Page 6 Siemens PLM Software

Schedule Manager 11.2

Architecture

Contact your account executive for further information

Prior to Teamcenter 11.2

ItemItem

Revision

Workspace

Object

ScheduleSchedule

Revision

Schedule

Task

Schedule

Task

Revision

Forms

Storage

ClassesOther

Schedule BO

At Teamcenter 11.2Workspace Object

Schedule Schedule Task

• Move the business logic (scheduling) from the

Rich application client to the Teamcenter

server

• Improve interaction with Tc Foundation

• Create a base for Active Workspace

development

Server-side business logic

• Re-parent schedule and schedule task objects

from item revision object to lightweight

workspace object

• Position a foundation for improved

performance and scalability

Data model simplification

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May 8-10 2017Page 7 Siemens PLM Software

Schedule Manager 11.2 Architecture

Benefits

Schedule Manager at Tc 11.2 is faster and more scalable!

Performance: A 20K task schedule in 11.2 performs better than a 2K task schedule in 10.1

Scalability: All use cases scaled linearly, all the way to a 20K task schedule

Please ensure you follow the best practices.Note: A customer’s performance may differ

significantly based on system configuration,

network latency, customizations, etc

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May 8-10 2017Page 8 Siemens PLM Software

Schedule Manager 11.2 Architecture

APIs, Migrations, Customizations

Contact your account executive for further information

• Minimize TEM upgrade time impact

• Handle huge customer data

migration

• Maintain signatures for published

APIs

• Create new APIs for features that

were previously not supported

APIs Migrations / upgrades

Migrate BMIDE

Template to 11.2Refactor code TEM Upgrade

Schedule Manager asynchronous attribute

consolidation utility

sub-classed schedule / schedule task objects

deep copy rules

custom attributes

item based calls

custom business logic

custom GRM rules

custom operations

Migration with

customizations

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May 8-10 2017Page 9 Siemens PLM Software

Schedule Manager 11.2 Architecture

Customer upgrade impacts

General comments

• Exception to the standard deprecation policy is in

effect for 11.2 schedule manager

• Item based calls will not be available in 11.2

• You should not have these; item based calls

are already restricted

• Large schedules (~5K tasks) performance

• For many actions, the performance

improvement will be in the range of 10% –

90%

• However, in some cases the response times

for large schedules may be unacceptable; it is

a best practice to limit the number of tasks per

schedule to a smaller manageable levels and

leverage master–sub and cross schedule

dependencies

Migration

• The COTS schedule manager upgrade utility will

migrate customer data

• Customers need to manually run the asynchronous

schedule manager upgrade utility after the TEM

upgrade process as documented in Tech

Documentation

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May 8-10 2017Page 10 Siemens PLM Software

Schedule Manager 11.2 Architecture

Customer upgrade impacts

If you have…

• Sub-classed schedule / schedule task objects

• Added custom attributes to OOTB and sub-classed

schedule objects

• Utilized deep copy rules that include schedule

manager objects

• Added business rules, custom business logic,

custom operations, custom GRM rules, etc on

schedule manager objects

• Utilized RAC-side unpublished APIs (note: such

customizations are unsupported; consider

replacement with server-side published APIs as part

of your migration plan)

You will want to…

• Plan extra time for testing schedule manager

customizations

• Re-factor custom code

• Manually migrate and test your customizations on

11.2

Product development will…

• Will provide guidance to SPLM services

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May 8-10 2017Page 11 Siemens PLM Software

Teamcenter User Connection

Schedule Manager

.

Schedule Manager 11.2 Architecture

Program Planning

Schedule Manager on Active Workspace

Resources

Agenda

Unrestricted © Siemens AG 2017

May 8-10 2017Page 12 Siemens PLM Software

Schedule Manager on Active Workspace

Targeted user personas

Concerns

• ‘Let’s move quickly’

• Communicating just enough status information

Functional Managers : Plans, staffs, and directs

projects

Primary needs:

• Easily and quickly create a schedule

• Estimate tasks and set task dates

• Assign deliverables to tasks

• Assign/reassign team members to schedule tasks

• Coordinate schedule with other functional managers

• Monitor schedule and adjust as needed

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Schedule Manager on Active Workspace

Targeted user personas

Concerns

• What do I need to work on now?

• Let me quickly status my task so I can get back to my real work

Team Members : Gets the work done

Primary needs:

• Easy and quick access to tasks assigned to work on

priority

• Executes schedule task

• Updates to execution activities in real time for hours

spent and work progress

• Completes the task deliverables

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Schedule Manager on Active Workspace

Targeted user personas

Concerns

• “Is the project work coordinated across the different teams?”

PMO / Project Managers: Works with functional

managers to plan and manage projects

Primary needs:

• Facilitates the functional manager to coordinate and

integrate schedule activities

• Easily and quickly view a schedule

• Validation of tasks and deliverables

• Monitor the progress of schedule and schedule

tasks

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May 8-10 2017Page 15 Siemens PLM Software

Schedule Manager on Active Workspace

All features

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Schedule Manager on Active Workspace

Demonstration 1

User – Vijay Delmade: Manager of the ‘Motor’

engineering team

Responsibility: ‘Electric Motor’ assembly

Situation: The company needs to deliver a new

version of the “Washing Machine assembly”

The planning team has published key milestone

dates; the functional managers have been asked to

identify the scope of work for their assemblies

Open master schedule

Create task

Define dependencies

Check critical tasks

Open task

Add task deliverable

Assign resources

Delete task

Schedule Authoring

Modify task

Drill into sub-schedule

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May 8-10 2017Page 17 Siemens PLM Software

Copy and paste this slide for any video.

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May 8-10 2017Page 18 Siemens PLM Software

Schedule Manager on Active Workspace

Demonstration 2

User – Mohan Sivahari: Staff engineer on the ‘Motor’

engineering team

Responsibility: Design of the “Stator” in the ‘Electric

Motor’ assembly

Situation: Like most of his peers in the organization,

he has plenty of work to do. He wants to quickly

identify the task he needs to work on right now.

Review task list

Open task deliverable

Update deliverable

Update execution properties

Select next task

Schedule Execution

Open task

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May 8-10 2017Page 19 Siemens PLM Software

Copy and paste this slide for any video.

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May 8-10 2017Page 20 Siemens PLM Software

Schedule Manager on Active Workspace

Rich Application Client vs. Active Workspace

There are differences between the RAC and AW clients.

What Schedule Manager on Active Workspace is…

• An easy-to-use Web-based client for the targeted

user personas

• Next generation of Gantt view capability

• New features available on Active Workspace

• Faster and scalable based on 11.2 architecture

What Schedule Manager on Active Workspace is

not…

• A full replacement of the RAC client for certain users

Unrestricted © Siemens AG 2017

May 8-10 2017Page 21 Siemens PLM Software

Teamcenter User Connection

Schedule Manager

.

Schedule Manager 11.2 Architecture

Program Planning

Schedule Manager on Active Workspace

Resources

Agenda

Unrestricted © Siemens AG 2017

May 8-10 2017Page 22 Siemens PLM Software

Program Planning

New product!

Developed in collaboration with Teamcenter

customers across many industries

• Auto OEM, Tier 1 Suppliers, CP/R, A&D,

Machinery, High Tech

First commercial release with Teamcenter 11.3 /

Active Workspace 3.3

Provides a new approach to the planning and

managing of work

• Works in conjunction with Schedule Manager

Unrestricted © Siemens AG 2017

May 8-10 2017Page 23 Siemens PLM Software

PLM Programs & Projects

What’s the same?

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May 8-10 2017Page 24 Siemens PLM Software

PLM Programs & Projects

What’s different?

PLM programs & projects are more complex

• Increased product complexity

• Greater number of “design for” factors

• Expanded operational geography

• Compressed innovation lifecycles

These factors induce…

• More marketing, feature, function, quality, safety, regulatory requirements

• Involvement of more technical & functional disciplines

• Involvement of more people (internally and externally)

• More everything except… time!

Solution: PLM programs and projects need an agile approach to

project planning and execution.

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May 8-10 2017Page 25 Siemens PLM Software

Project

Program Planning – Process Overview

Define projects with events / milestones

EV1 EV2 EV3

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Project

Program Planning – Process Overview

Assign products / components / features / requirements etc to projects

EV1 EV2 EV3

Assemblies, parts,

drawings, etc

Functional / technical

requirements

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May 8-10 2017Page 27 Siemens PLM Software

Project

Program Planning – Process Overview

Define “work packages” and align to project events

EV1 EV2 EV3

Assemblies, parts,

drawings, etc

Functional / technical

requirements

Work Packages

(Changes and Deliverables)

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May 8-10 2017Page 28 Siemens PLM Software

Project

Program Planning – Process Overview

Create schedules; schedule dates are derived from the event date

EV1 EV2 EV3

Assemblies, parts,

drawings, etc

Functional / technical

requirements

Work Packages

(Changes and Deliverables)

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May 8-10 2017Page 29 Siemens PLM Software

Project

Program Planning – Process Overview

Define schedules using rolling-wave planning approach

EV1 EV2 EV3

Assemblies, parts,

drawings, etc

Functional / technical

requirements

Work Packages

(Changes and Deliverables)

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May 8-10 2017Page 30 Siemens PLM Software

Project

Program Planning – Process Overview

Coordinate work across teams / work packages / schedules

EV1 EV2 EV3

Assemblies, parts,

drawings, etc

Functional / technical

requirements

Work Packages

(Changes and Deliverables)

Unrestricted © Siemens AG 2017

May 8-10 2017Page 31 Siemens PLM Software

Copy and paste this slide for any video.

Unrestricted © Siemens AG 2017

May 8-10 2017Page 33 Siemens PLM Software

Teamcenter User Connection

Schedule Manager

.

Schedule Manager 11.2 Architecture

Customer success stories

Schedule Manager on Active Workspace

Resources

Agenda

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May 8-10 2017Page 34 Siemens PLM Software

Schedule Manager on Active Workspace

Resources – Recommended Reading

Discover how functional managers can approach project

management

“As a functional manager today, you need to become more

involved in project management. That doesn't mean you need to

become a project manager, but rather you need to know how to

perform specific project-related tasks, work with project team

members, understand each other's priorities and problems, and

resolve issues jointly. Now here's the book that gives you

everything you need to know about your role in project

management clearly and succinctly.”

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May 8-10 2017Page 35 Siemens PLM Software

Schedule Manager on Active Workspace

Resources – Technical documentation

Please make use of the T-docs to enhance your knowledge of Schedule Manager on Active Workspace

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May 8-10 2017Page 36 Siemens PLM Software

Schedule Manager on Active Workspace

Resources - Teamcenter Blog

Please make use of the Teamcenter blogs for enhancing knowledge over product domain

Unrestricted © Siemens AG 2017

May 8-10 2017Page 37 Siemens PLM Software

Teamcenter on Siemens PLM Community

Join the conversation on Siemens PLM Community

www.siemens.com/plm/community/teamcenter

• Teamcenter Blog

• Teamcenter Knowledge Base

• Teamcenter Users Forum

• Teamcenter Administrators Forum

Read insightful posts from Siemens PLM Software key experts

and thought leaders, ask questions, share best practices and

connect with Teamcenter users from around the globe!

Unrestricted © Siemens AG 2017

May 8-10 2017Page 38 Siemens PLM Software

Your Feedback is Important!

Please fill out the Session Survey in the Mobile App

• Locate the session in the app

• Select “Take Survey”

Unrestricted © Siemens AG 2017

May 8-10 2017Page 39 Siemens PLM Software

Related Materials

Products & Solutions overview

• http://www.plm.automation.siemens.com/en_us/products/teamcenter/active-workspace/index.shtml

• http://www.plm.automation.siemens.com/en_us/products/teamcenter/plm-process-execution/index.shtml

Relevant blog posts

• http://community.plm.automation.siemens.com/t5/Teamcenter-Blog/bg-p/Teamcenter-Blog/label-

name/active%20workspace

• http://community.plm.automation.siemens.com/t5/Teamcenter-Blog/Executing-Tasks-with-Enterprise-Project-

Management/ba-p/303687

• https://community.plm.automation.siemens.com/t5/Teamcenter-Blog/Deliverables-driven-scheduling/ba-p/360439

• https://community.plm.automation.siemens.com/t5/Teamcenter-Blog/Tips-for-effective-Project-Scheduling-Getting-

Started/ba-p/378705

• https://community.plm.automation.siemens.com/t5/Teamcenter-Blog/Tips-for-effective-Project-Scheduling-Digging-

deeper/ba-p/378746

• https://community.plm.automation.siemens.com/t5/Teamcenter-Blog/Tips-for-effective-Project-Scheduling-Fine-

Tuning/ba-p/385587

• https://community.plm.automation.siemens.com/t5/Teamcenter-Blog/PLM-Project-Management-for-the-Masses/ba-

p/385600

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May 8-10 2017Page 40 Siemens PLM Software

Related Sessions

• 8:00 AM Project & Program Management in

Teamcenter

Monday

• 3:45pm – Schedule Manager 11.2 Architecture

(Deployment Excellence)

• Tuesday 9:15am – 4:00pm– Program Planning &

Governance

• Tuesday 2:30pm – Program Planning Application

Introduction

Wednesday

Tuesday Business Process Connection

Unrestricted © Siemens AG 2017

May 8-10 2017Page 41 Siemens PLM Software

Presenter Contact

Mark Homrich

Teamcenter Product Management

[email protected]

siemens.com

Thank YouSee you next year!

Realize innovation.Unrestricted © Siemens AG 2017


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