Concepts

Tasks

Settings

Creating a Reliability Project

Reliability projects are used to organize and track project tasks and linked analyses and objects. Objects that can be linked to a project are:

•	Asset condition analyses

•	Asset prioritization analyses

•	Asset restoration plans

•	Failures and anomalies

•	Reliability strategy selection (RSS) analyses

•	Root cause (RCA) analyses

•	Safety provision versions

•	SDA studies

•	Strategy development analyses (CPR, HAZOP, MTA2, RBI, RCM2, SIF)

Reliability projects are usually employed in APM implementations that integrate with external CMMS systems using AWEIS. Consequently, they typically rely on project tasks rather than work orders to identify and track the work required. These projects do not usually track planned and actual costs.

Note: This functionality is generally available. You must first enable feature 99 to use the functionality in APM. In the Enterprise window, select the Features view and the Enabled Features tab. Click Browse, select “Support for reliability projects” and click OK. If APM is running as a smart client, click Refresh Enabled Features on the server. Then restart the client to use the functionality.

This topic explains how to create a reliability project in an APM implementation where:

•	AssetWise Interoperability is active

•	Project tasks are used instead of work orders

•	The site does not support the Enterprise asset management product module. That is, it does not support inventory, purchasing, and invoicing activities

You can create projects in the site’s Work Management, Strategy Development, Reliability Program, or Performance Management views. This topic explains how to create a project from the site’s Strategy Development view.

To Create a Project

1.	From the site’s Strategy Development view, select the Projects tab. This tab shows all of the projects planned on your site.

2.	Click New to create a project. The Project window appears.

Note: The Project window displays the status associated with the creation event.

3.	Provide the following information to set up the project:

Setting Name

Description

Project

APM automatically assigns a number to the project. If necessary, you can change it, but the number must be unique for the site.

Title

A meaningful name for the project.

Manager

The employee who will act as manager for this project. The employee must be identified as a project manager on his/her employee record in order to appear in this list.

Type	Select a project type that supports Reliability projects. The project type controls the information you can track and the project classifications that can be used. Tip: If you have the required security settings, you can right-click in the Type box and click New to add a new project type.

Classification

The project classification helps to further define the project type. It is like a sub-type of the project type.

When you select a project type that supports Reliability projects, the Project window changes to include the Reliability Project Usage view. For example:

4.	Optionally, you can browse to select an asset to assign to the project. The Asset and Asset name boxes are populated with the asset information. The asset information provides a reference that makes it easier to search for projects.

Note: For information about changing the status, see Changing Project Status.

5.	On the Details tab, you can enter values for the estimated costs and return on investment, if appropriate. See Defining Estimated Cost, Project Life, and ROI.

6.	Select the Hierarchy tab:

7.	Enter the hierarchy values:

Setting Name

Description

Parent project

Identifies the parent project of this project in the hierarchy. This project is a top-level project if this box is blank.

Hierarchy code

The project hierarchy code allows you to identify the project’s location within the project hierarchy. It is combined with the hierarchy codes of the higher level projects to form the hierarchy location.

Hierarchy location

The project hierarchy location is constructed using the hierarchy codes of the higher level projects. The hierarchy location helps identify the project’s location within the project structure.

8.	On the Description tab, provide more information about the project.

9.	If the project type allows standard documents to be attached to the project, select the Documents tab.

10.	Click New to create a document, or click Browse to select an existing one. For more information, see Creating a Standard Document.

11.	For information about selecting project life options on the Life-to-date tab, see Defining Estimated Cost, Project Life, and ROI.

12.	If the project type allows team members, select the Team Members tab and add employees or consultants to the team. For more information, see Setting up the Project Team.

13.	Add project tasks as required. For more information, see Adding Tasks to a Project.

14.	Save the project.

Now that you have created the reliability project, you are ready to do the following:

•	Setting up the Project Team

•	Adding Tasks to a Project

•	Sending Projects for Approval