In this module, it is possible to analyze the economic resources that have been executed or planned in maintenance management (such as inventories, services, and human resources) over a determined period, through the following submodules:
- Resources to Execute
- Executed Resources
- Cost Pivot Table
Resources to Execute:
This interface shows the resources projected to be used. These resources may be:
1. Human Resources: Refers to the use of human talent according to the specification of a profession or position. It is important to remember that these profiles are created from the configuration module, in the auxiliary catalogs section.
2. Inventory: Includes all spare parts, supplies, and tools projected to be used in performing preventive and corrective maintenance.
3. Services: These are services provided by third parties. Specific information is added directly in the third-party module, within the corresponding profile. It must be specified in the services section.
Filtering by:
This option is offered to users to obtain more precise information. There are three filter options:
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Scheduled Date: The date the preventive maintenance plan was created. When filtering by this option, only the scheduled maintenance date is considered.
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Start Date: The date the work order was assigned.
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End Date: The date the work order was completed.
From - To:
This option allows retrieving information from the last month, the last 6 months, the last year, or setting a custom date range.
Information Grouping:
The next filter groups the table data by day, week, or month.
Export:
Using this icon, you can export the information displayed in the interface to a flat Excel file.
Additionally, you can group the interface information by quantity or cost.
Executed Resources:
This interface shows information on the resources used within a work order, divided as follows:
Iconography:
1. View WO Details: Redirects you to the work order where the resource was used.
2. View Asset Details: Redirects you to the asset intervened during the work order.
3. View Resource Details: Redirects you to the resource requested during the work order.
Details:
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WO Creation Date: The date a person in charge and a consecutive number are assigned to a preventive or corrective task.
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Scheduled Date: The projected date for task execution.
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Resource Assignment Date: The date the resource is assigned within a work order.
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WO ID: The consecutive work order number.
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Progress Percentage: The work order’s progress.
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Task Type: Specifies the type of task being executed, whether corrective, preventive, or according to the indication added when created.
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Status: Indicates the work order status (in process, under review, canceled, or completed).
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Resource Description: Describes the type of resource used.
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Resource Source: Indicates where the resource was taken from.
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Resource Type: Specifies if the resource is human, a service, or part of inventory.
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Cataloged: Indicates if the resource is within the software inventory or not. "Cataloged" means it is in the software inventory; "Not cataloged" means it is not but was assigned to the work order with a name and cost.
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Quantity: The projected quantity to be delivered within the work order.
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Actual Quantity Used: The quantity used by the technician or person responsible.
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Quantity Delivered: The amount delivered to the work order responsible from the warehouse.
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Unit: The resource's unit of measurement.
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Unit Cost: The individual cost of each resource.
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Total Cost: The total cost, calculated by multiplying unit cost by actual quantity used.
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Located At or Part Of: The asset's location.
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Asset: The asset intervened in the work order.
Cost Pivot Table:
This interface allows the user to create a pivot table with the following contents and groupings:
First, let’s look at each available grouping type:
Grouping 1:
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Table: A data structure organizing information into rows and columns, where each cell holds a unique value. Useful for displaying data in an orderly way.
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Table Heatmap: A visual representation where numerical table values are shown with colors; more intense colors correspond to higher values, lighter colors indicate lower values.
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Table Col Heatmap: Similar to the table heatmap but focuses on highlighting the columns.
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Table Row Heatmap: Focuses on highlighting rows, showing value distribution along rows.
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Exportable TSV: "Tab-separated values," allowing export of data in a text file where values are tab-separated.
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Grouped Column Chart: Similar to grouped bar charts but categories or variables are shown on the X axis as columns.
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Stacked Bar Chart: Bars stacked to show the total sum while comparing categories.
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Grouped Bar Chart: Bars grouped representing different categories or variables and their comparisons.
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Line Chart: Shows the relationship between two datasets via lines, representing trends or changes over time or variables.
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Dot Chart: Similar to line charts but with dots instead of lines, useful to visualize relationships or trends.
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Area Chart: Shows changes in a variable over time by filling areas under lines, helping visualize distribution or trends clearly.
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Scatter Chart: Displays individual points on a Cartesian plane, each point representing two variables, useful to identify relationships.
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Multiple Pie Chart: Shows several pie charts, each representing part of the whole, useful to compare compositions of different datasets.
Grouping 2:
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Count: Counts the number of values in a column or dataset.
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Count Unique Values: Counts distinct values excluding duplicates.
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List Unique Values: Lists all unique values in a column or dataset.
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Sum: Calculates total sum of values.
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Integer Sum: Sum applied specifically to integers (whole numbers).
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Average: Calculates the mean.
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Median: Calculates the median (middle value when data is sorted).
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Sample Variance: Measures how values vary from the mean.
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Sample Standard Deviation: Measures the dispersion of sample data.
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Minimum: Finds the minimum value.
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Maximum: Finds the maximum value.
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First: Returns the first value.
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Last: Returns the last value.
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Sum Over Sum: Calculates the sum of values divided by the total sum.
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Sum as Fraction of Total: Calculates sum as fraction of the grand total.
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Sum as Fraction of Rows: Calculates sum as fraction of row totals.
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Sum as Fraction of Columns: Calculates sum as fraction of column totals.
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Count as Fraction of Total: Counts values as fraction of total.
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Count as Fraction of Rows: Counts values as fraction of row totals.
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Count as Fraction of Columns: Counts values as fraction of column totals.
Grouping 3:
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Resource Type: Refers to the category of the resource used (labor, materials, equipment, etc.), useful for classifying and organizing resources in a project or activity.
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Resource Description: A brief description or name of the resource used, helpful to clearly identify each resource and its function.
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Resource Source: Indicates where the resource was obtained from (a specific supplier or internal source), useful for tracking acquisition.
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Quantity: Total quantity available or used in the activity or process.
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Quantity Delivered: Amount of resource delivered for use in the activity or project.
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Actual Quantity Used: Amount actually used during execution.
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Unit Cost: Cost per unit of measure.
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Total Cost: Total cost calculated by multiplying used quantity by unit cost.
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Unit: Unit of measure (hours, liters, units, etc.).
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Year and Month: The period during which the resource was or will be used, useful for temporal analysis and tracking.
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Asset: Catalog.
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Asset Classification 1 and 2: Additional categories for more detailed classification of resource condition or status.
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Asset Type: General category or type of the asset.
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Topic: General theme or category of the activity or project involving the resources.
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WO ID: Unique identifier of the work order or task associated with resource usage.
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Cost Center: Cost center to which the resource costs are assigned, facilitating cost tracking by area or department.
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Task Type: Category of the task associated with resource usage, useful for organizing and classifying related tasks.
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Task Classification 1 and 2: Additional categories for more specific classification of tasks related to resource usage.
Cost Pivot Table Interface Layout:
The cost pivot table section is structured in three vertical spaces. The first contains all available options to extract information. Each option represents a type of data or category to be analyzed.
The second and third spaces are destination areas where selected options from the first space can be dragged and dropped. Placing an option in one of these spaces initiates a process of extracting specific data related to the chosen option.
It is important to understand that information obtained in the second space can be cross-referenced or combined with information in the third space for a more complete analysis. For example, selecting "assets" in the second space allows cross-referencing this data with time variables like year in the third space, yielding a detailed analysis of asset performance over time.
This space distribution approach enables dynamic exploration and analysis of data, facilitating identification of trends, patterns, and meaningful relationships for informed decision-making in cost and resource management.
Application Example:
Management requested a report analyzing resource distribution used in various assets intervened in maintenance plans scheduled from April to May 2025. It is necessary to understand the number of assets in each description category to make informed decisions about resource management and asset allocation.
For this case, we can represent data from our business intelligence module in the interface. The first step is to select the three available groupings.
For the first grouping, select the "Grouped column chart" option, which provides a grouped bar chart showing variables on the X axis as columns.
For the second grouping, select the "count" option, which counts the number of values in a column or dataset. Also, add the "asset" parameter in space 2, as it is the data to be analyzed.
In space 3, add the data with which you want to cross-reference information. In this case, select "Year," specifying 2025 as the reporting period.
The next step is to select the "Scheduled Date" option in the "Filter by" dropdown to retrieve preventive maintenance plans. Also, select the desired time interval in the "From - To" section, as the required dates fall within this period.
The resulting graph will be displayed as follows:
With this result, we can begin developing the report for management.