Investment Planning Request Process - HxGN EAM - Version 12.00.00 - Feature Briefs - Hexagon

HxGN EAM Investment Planning

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English
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HxGN EAM
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Feature Briefs
HxGN EAM Version
12

As mentioned earlier in the setup, the Investment Planning Request Process job (INVPLREQ) must be active (running) before any investment plan can be processed. Activation can be done on the Job Setup screen. Once active, this job will submit a process request for all investment plans where:

  • Planning Status is Requested.

  • Out of Service is unselected. Note the system will not raise a warning if a requested investment plan is out of service, and therefore ignored by this process.

The request file will be sent to Optimized Scheduler for processing. Requests are processed in sequence so depending on the number of requests in the queue it may take time for processing to start. The system will however immediately return a unique identifier for the request and store this in the Planning Run Id field and update the Planning Status to Executing.

The process request file is in JSON format and is constructed containing all relevant data from the selected investment plan, as follows:

  • Calculate the budget amount for all planning periods. Budget amounts will be rounded to two decimals.

  • Include all equipment attached to the investment plan, as follows:

    • Calculate the age of the equipment at the start date of the first planning period.

    • Set the priority based on the Priority Override, if filled in, otherwise the Plan Priority.

    • Determine which investment options are valid and include these. Valid options are determined the same way as described above. See the Valid Investment Options checkbox on the Equipment tab of the Investment Planning screen for more details.

  • Include all capital planning requests attached to the investment plan, as follows:

    • Age at the start date of the first planning period is set to 1.

    • Priority is based on the Priority Override, if filled in, otherwise the Plan Priority.

    • The investment option is derived from the capital planning request data itself and will be setup as follows:

      • Option cost is the sum of the estimated labor and material cost of the capital planning request.

      • Option target age, i.e., when the option should be executed, is based on the Investment Period Override if filled in. Otherwise, the system will use Investment Period. Note this is equivalent to the At Age (years) field on the investment options for equipment.

      • Option weight is set to 1.

      • Early Allowance is based on Invest Early (years) if not blank. Otherwise, the system will use 0 (zero).

The process request file is constructed containing all relevant data from the selected investment plan with the following exceptions:

  • No negative budgets. It is possible to enter a negative increase amount or percentage and therefore, depending on the value of the Starting Budget, it is possible that the resulting budget for a planning period is less than zero. If that is the case the budget for that planning period will be set at 0 (zero). The request process will not raise an error for this.

  • No equipment without investment options. If you have included any equipment in the investment plan for which no investment options are found, this equipment will be excluded from the request file. This will for sure include all equipment without a class. The request process will not raise an error for this.