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Schedule Manager
What’s NewMark Homrich | Teamcenter Product Management
Realize innovation.Unrestricted © Siemens AG 2017
Unrestricted © Siemens AG 2017
May 8-10 2017Page 3 Siemens PLM Software
Teamcenter
Process execution
Unrestricted © Siemens AG 2017
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
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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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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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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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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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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
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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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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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Copy and paste this slide for any video.
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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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Copy and paste this slide for any video.
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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
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Teamcenter User Connection
Schedule Manager
.
Schedule Manager 11.2 Architecture
Program Planning
Schedule Manager on Active Workspace
Resources
Agenda
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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
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PLM Programs & Projects
What’s the same?
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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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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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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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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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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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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)
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May 8-10 2017Page 31 Siemens PLM Software
Copy and paste this slide for any video.
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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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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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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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Schedule Manager on Active Workspace
Resources - Teamcenter Blog
Please make use of the Teamcenter blogs for enhancing knowledge over product domain
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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”
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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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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
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May 8-10 2017Page 41 Siemens PLM Software
Presenter Contact
Mark Homrich
Teamcenter Product Management
siemens.com