Easily Prepare WEEKLY Maintenance Plans
Easily Prepare DAILY Maintenance Plans
Easily PRINT and/or EMAIL Weekly & Daily Maintenance Plans, with a Userform
Customizable Settings
Capacity Planning
Spare Parts Planning
Short Interval Controls (SIC)
Detailed Analysis ;
KPIs (Key Performance Indicators)
Manpower/Capacity Usage Analysis
SIC (Short Interval Controls) Analysis
Cost Analysis
No need for external database, ALL DATA is stored within the Access Database.
IMPORTANT NOTE;
The Data (Capacity Planning, Weekly Plans, Daily Plans) is Stored
So, same excel workbook can be opened and modified by MUL
(Open and work in READ-ONLY mode in Excel, but data will be sav
If you have more than 1 sections and want to have a seperate Workbook for each section;
Then you can use Master File for mainly 2 purposes :
If you do NOT have seperate sections/planners, then you can directly Create Weekly and
and skip Create a New Workbook guideline below.
Then you can use Master File for mainly 2 purposes :
If you do NOT have seperate sections/planners, then you can directly Create Weekly and
and skip Create a New Workbook guideline below.
Before you prepare Weekly or Daily Plan, first you should do the Capacity Planning. To be able to have a li
Labour/Resources and select available hours for each labour/resource.
MANAGE MANPO
1) Click "Manage Manpower" button in <Do Capacity Planning> sheet. You will see "Manage Workforce" userform.
2) To ADD a ManPower;
Write the Name of Person to be Added
Select "Type of Manpower" (Own or External)
Select "Skill/Expertise"
Enter "Hourly Rate" for the Labour
Click "Add" button
3) To DELETE or UPDATE a ManPower;
Select "Labour" from Dropdown List, / fill necessary fields
Click Delete or Update Button
DEFINE MANPOWER AV
Once you have added/deleted/modified your Manpower, then you should UPDATE AVAILABILITY for each
If Labour is not available (Annual/Other Leave), then he/she will not be visible in the resource list in the Daily
1) Select "Labour" from dropdown list.
2) Select "Month" from dropdown list.
3) Enter "Available Hours" for selected labour,
for each date.
1) Go to <PREPARE Weeky Plan> sheet.
2) Get and Copy "Work Order List"from CMMS (SAP, EAM etc..) or from any list you have, and Paste it to D6 cell.
3) Select Option : "Copy to Selected Week and Days" or
"Copy to Week of Planned Start Date" of the Work Orders
4) If "Copy to Selected Week and Days" option is selected ;
Select "Week Number"
(Work Orders will be copied to that week)
For the Work Orders which will be included in Weekly Plan,
Select "Day of Week" from dropdown list in <Column A>
Click "Copy to Weekly Plan" button
5) If "Copy to Week of Planned Start Date" option is selected ;
(make sure that Planned Start Dates for WOs are correct !)
For the Work Orders which will be included in Weekly Plan,
Select "Auto" from dropdown list in <Column B>
Click "Copy to Weekly Plan" button
Click "Copy to Weekly Plan" button
6) The Selected Work Orders will be copied to <Manage Weekly Plans>
sheet according to the DAY OF WEEK selection in Column A
or "Auto" selection in Column B.
1) Go to <MANAGE Weeky Plan> sheet.
2) Select "Week Number"
3) Click "Edit the Maintenance Plan" to Add/Delete or Modify a Work Order.
(This is to edit the WOs 1 by 1, if you want to add multiple
Work Orders once, use "PREPARE Weekly Plan" sheet.
1) Go to <MANAGE Weeky Plan> sheet.
2) Select "Week Number"
3) Click "Edit the Maintenance Plan" to Add/Delete or Modify a Work Order.
(This is to edit the WOs 1 by 1, if you want to add multiple
Work Orders once, use "PREPARE Weekly Plan" sheet.
For each Work Order, Select "Labor Type"
to have correct values for Capacity Utilisation %.
For each Work Order, enter "Actual Man, Actual Hours and STATUS",to have correct values for KEY PERFORMANCE INDICAT
Before preparing Daily Plan, make sure that Capacity Planning is done!
1) Go to <Prepare DAILY PLANS> sheet.
2) Click "Start Planning" button. You will see "Daily Plan" Userform.
3) Get the List of PLANNED Work Orders from Weekly Plan
Select "Week Number" and "Day of Week"
in worksheet OR in the Daily Plan Userform
3) Get the List of PLANNED Work Orders from Weekly Plan
Select "Week Number" and "Day of Week"
in worksheet OR in the Daily Plan Userform
4) Select "Labour"
Option 1 and 2: To add a Planned Task OR Postponed Task to the Daily Plan (tasks which are in Weekly Plan);
1) Select a "Task/WO"
2) Click "Add To Plan" button
REMARKS ;
"Macros have been disabled". * If you have already en
then ALL sheets will be
Please ENABLE MACROS. * If you have clicked the
Macros button, you hav
workbook and then re-o
FEATURES of WEEKLY AND DAILY PLA
Easily Prepare WEEKLY Maintenance Plans
Easily Prepare DAILY Maintenance Plans
Easily PRINT and/or EMAIL Weekly & Daily Maintenance Plans, with a Userform
Customizable Settings
Capacity Planning
Spare Parts Planning
Short Interval Controls (SIC)
Detailed Analysis ;
KPIs (Key Performance Indicators)
Manpower/Capacity Usage Analysis
SIC (Short Interval Controls) Analysis
Cost Analysis
No need for external database, ALL DATA is stored within the Access Database.
IMPORTANT NOTE;
The Data (Capacity Planning, Weekly Plans, Daily Plans) is Stored i
So, same excel workbook can be opened and modified by MULTI
(Open and work in READ-ONLY mode in Excel, but data will be saved
HOW TO USE THIS EXC
If you have more than 1 sections and want to have a seperate Workbook for each section;
Then you can use Master File for mainly 2 purposes :
To Create Workbook for a Section/Department
To COMBINE the "Weekly and Daily Plans" from Sub/Section's Workbooks
If you do NOT have seperate sections/planners, then you can directly Create Weekly and Da
and skip Create a New Workbook guideline below.
Then you can use Master File for mainly 2 purposes :
To COMBINE the "Weekly and Daily Plans" from Sub/Section's Workbooks
If you do NOT have seperate sections/planners, then you can directly Create Weekly and Da
and skip Create a New Workbook guideline below.
CREATE A NEW WORKBOOK FOR A S
1) Go to <Create Workbook> sheet.
2) Fill the "List of Sections/ Departments/ Areas which needs Planning Workbook" Table
I
have
crea
3) Click "Create a New Workbook for a Section" button i. You will see "Create New Workbook" userform.
A
4) In the Userform, Select "Workbook to be Created" COM
5) Select "Working Hours per Day"
6) Click "Create Workbook" button
New Workbook will be created inside SAME FOLDER of Master File.
CAPACITY PLANN
Before you prepare Weekly or Daily Plan, first you should do the Capacity Planning. To be able to have a list o
Labour/Resources and select available hours for each labour/resource.
MANAGE MANPOW
1) Click "Manage Manpower" button in <Do Capacity Planning> sheet. You will see "Manage Workforce" userform.
2) To ADD a ManPower;
Write the Name of Person to be Added
Select "Type of Manpower" (Own or External)
Select "Skill/Expertise"
Enter "Hourly Rate" for the Labour
Click "Add" button
3) To DELETE or UPDATE a ManPower;
Select "Labour" from Dropdown List, / fill necessary fields
Click Delete or Update Button
DEFINE MANPOWER AVA
Once you have added/deleted/modified your Manpower, then you should UPDATE AVAILABILITY for each Lab
If Labour is not available (Annual/Other Leave), then he/she will not be visible in the resource list in the Daily Pl
1) Select "Labour" from dropdown list.
2) Select "Month" from dropdown list.
3) Enter "Available Hours" for selected labour,
for each date.
For example, if John Smith is NOT available on Monday
(Annual Leave), so his name doesn't appear in the Labour List
for Monday in DAILY PLAN USERFORM.
PREPARE WEEKLY MAINTEN
1) Go to <PREPARE Weeky Plan> sheet.
2) Get and Copy "Work Order List"from CMMS (SAP, EAM etc..) or from any list you have, and Paste it to D6 cell.
3) Select Option : "Copy to Selected Week and Days" or
"Copy to Week of Planned Start Date" of the Work Orders
4) If "Copy to Selected Week and Days" option is selected ;
Select "Week Number"
(Work Orders will be copied to that week)
For the Work Orders which will be included in Weekly Plan,
Select "Day of Week" from dropdown list in <Column A>
Click "Copy to Weekly Plan" button
5) If "Copy to Week of Planned Start Date" option is selected ;
(make sure that Planned Start Dates for WOs are correct !)
For the Work Orders which will be included in Weekly Plan,
Select "Auto" from dropdown list in <Column B>
Click "Copy to Weekly Plan" button
Click "Copy to Weekly Plan" button
6) The Selected Work Orders will be copied to <Manage Weekly Plans>
according
sheet In this example above,
to the DAY the
OF highlighted Work in
WEEK selection Orders are copied
Column A to
MONDAY, TUESDAY, WEDNESDAY
or "Auto" selection in Column B. etc in <MANAGE Weekly Plan> sheet
according to the WEEK selection and DAY selection in Column A.
MANAGE WEEKLY P
1) Go to <MANAGE Weeky Plan> sheet.
2) Select "Week Number"
In <Manage We
3) Click "Edit the Maintenance Plan" to Add/Delete or Modify a Work Order.
(This is to edit the WOs 1 by 1, if you want to add multiple
Work Orders once, use "PREPARE Weekly Plan" sheet.
1) Go to <MANAGE Weeky Plan> sheet.
2) Select "Week Number"
In <Manage We
3) Click "Edit the Maintenance Plan" to Add/Delete or Modify a Work Order.
(This is to edit the WOs 1 by 1, if you want to add multiple
Work Orders once, use "PREPARE Weekly Plan" sheet.
For each Work Order, Select "Labor Type"
to have correct values for Capacity Utilisation %.
For each Work Order, enter "Actual Man, Actual Hours and STATUS",to have correct values for KEY PERFORMANCE INDICATORS
PREPARE DAILY MAINTEN
Before preparing Daily Plan, make sure that Capacity Planning is done! Estimated ManX
1) Go to <Prepare DAILY PLANS> sheet.
2) Click "Start Planning" button. You will see "Daily Plan" Userform.
3) Get the List of PLANNED Work Orders from Weekly Plan
Select "Week Number" and "Day of Week"
in worksheet OR in the Daily Plan Userform
3) Get the List of PLANNED Work Orders from Weekly Plan
Select "Week Number" and "Day of Week" 1
in worksheet OR in the Daily Plan Userform
1
The Planned Work Orders in the <Manage Weekly Plan> sheet
will be listed here, for the Selected Week and the Selected Day
4
3
2
3
4) Select "Labour"
Option 1 and 2: To add a Planned Task OR Postponed Task to the Daily Plan (tasks which are in Weekly Plan);
1) Select a "Task/WO"
2) Click "Add To Plan" button
Each time you click "ADD TO PLAN" button, the selected Work Order wil
EXCEL TEMPLATE
ESS Database.
SERS at SAME TIME.
ess Database.)
LE
nance Plans from Master workbook
nance Plans from Master workbook
ON/DEPARTMENT
more than ONE sections/planners/shify and if you want to
e Workbook for each section/planner/shift, then you can
te workbook for each section/planner.
ta (Capacity Planning, Weekly Plans, Daily Plans) will be
TOMATICALLY in MASTER WORKBOOK.
esources in the "Daily Planning" Userform, you should have
Y
h date, by choosing "Available Hours" from dropdown list.
form.
le, if James Walker is NOT available on Tuesday (Annual Leave),
me doesn't appear in the Labour List for Tuesday in DAILY PLAN
M.
E PLANS
ManXHours, from <Manage Weekly Plan> sheet and Available
rom <Capacity Planning> for the Selected Week
et, List of Work Orders are copied from "PREPARE Weeky Plan" sheet.
et, List of Work Orders are copied from "PREPARE Weeky Plan" sheet.
PLANS
<Manage Weekly Plan> sheet for the Selected Week and the Selected Day
Available Hours and Number of Available Labor, from
Capacity Planning data, for Selected Week and Selected Day
To add an Unplanned/emergency Task ) to the Daily Plan
h are NOT in Weekly Plan) ;
he "Description of Task"
Estimated Hours"
Add To Plan" button
/ merged automatically.
