quote:

At the same time I need to look at how each craftsman is job loaded

Are you the planner or the supervisor?

In my opinion, the planner can decide what type of craft necessary is to do the job, and the craft supervisor decides who. If you as a planner have to plan schedule 400 jobs on a weekly basis, when are you there to look how the work is performed? How can you make a sound judgement about the right man to do the job?
Unless you are a veteran supervisor who knows all the craftmen , their skills and character.

Neither – I work out of our corporate office helping drive reliability improvement best practices across our company.

My question doesn’t pertain to the roles/responsibilities of our planners and maintenance supervisors. Our planners, predominately plan work, but also help build our weekly schedules containing PMs that are auto-generated and planned work that has been selected from our backlogs by production/maintenance/craftsmen based on priority and equipment availability. Our supervisors have the responsibility to assign individual craftsmen to the work on a daily basis, and manage execution. I’m looking for a tool for the maintenance supervisor who has to assign craftsmen to a significant number of work orders on a daily basis, manage individual availability and job loading (hours per day), work completion, etc. We’ve built a great tool outside of 7i, but the flow of information isn’t two-way. We don’t get daily schedule changes and craft assignments back into 7i, and have to complete work orders in both systems. I’d like to handle all scheduling in 7i, but have found it to be very cumbersome. I’m curious how others are handling daily/weekly scheduling.

We've been scheduling in 7i for quite some time now. We are working towards scheduling farther out than one day. We don't have nearly as may craftsmen, but the craft group lead technicians build each technician a full shcedule in 7i. If you use the scheduling screen in 7i you can get a visual picture of the manpower loading by both trade and craft. You can also schedule from the SCHEDULE LABOR tab in the work order and then view the loading in 7i. It's not ideal and we'd love to talk to others doing scheduling in 7i.

Tyler, you are scheduling using macro Excel? Lokk like your data management become cumbersome because of this. Perhaps, should interface the scheduling software with the CMMS.

Tyler, I developed a tool in an Oracle database that does what your asking. You've got the right intent to load up your tradesmen but many CMMS systems are designed to focus on the work orders versus the trades people. The tool I developed allows you to view availability and capacity for each person, then assign them work orders for each day. It also shows how many hours they've been assigned and gives the ability to print the work list. There's a lot more functionality as well. If you'd like to see it, call me at 919-341-2733 or email rlinzel@gmail.com