Hello. I am looking to setup a Pm Completion % report and KPI for our Orgs. In my previous work I set these on scheduled end date versus date completed. The issue here is that a lot of the PM Schedules are set for the date due and end dates (1 day). Just looking to get some insight on how others may have setup parameter to obtain this information.
Thanks John C.
We have created two KPIs for our plants. One to show PM compliance for this month and one that shows last month. We have it set to include past due work orders in the KPI. Here is the definition that explains how we look at it.
We are using scheduled end date when determining if the PM should have been completed.
PM Compliance This Month:
Total number of PM Schedules completed in the month divided by (the total PMs scheduled for the month + past due open + past due completed)
Completed Month = This Month Divided by
(This Month >= Scheduled Month and (This Month <= Completed Month or Completed Month is Null) )
Or (This Month < Scheduled Month and Completed Month = This Month)
Example- start the month with 20 past due PMs and I generate 100 more for the current month. If I complete 15 of the past due and cancel 2 of the past due and complete 80 of the current month and cancel 5 of the current month the calculation is
(15+2) + (80+5)/ 20 + 100 = 85 percent
PM Compliance Last Month:
Last Month = Completed Month Divided by
(Last Month >= Scheduled Month and (Last Month <= Completed Month or Completed Month is Null)
) or (Last Month < Scheduled Month and Completed Month = Last Month)
PM Compliance Last Month:
Total number of PM Schedules completed in the previous month divided by (the total PMs scheduled for the past month + Complete date less that current month + past due not completed (No Complete date with schedule date in previous month))
It really just depends on what you would like the PM Completion % represent and how often you would like the report to run. The PM Completion reports I have made are designed to be ran monthly. The report then just checks that status of Work Orders that were scheduled within that month.