H - AMT Terminology

AMT Handbook
Terminology
iSolutions International Pty Ltd

www.isipl.com
AMT HANDBOOK Scheduling Methods
DOCUMENT DETAILS
Handbook Name
AMT Terminology
Document Owner
AMT Administrator
Frequency
As required
AMT Version
8.4
VERSION CONTROL
Version
Date
Author
1.0
1/5/2010
iSolutions
8.5D
15/12/2012
D. Smith
Comments
Updated for multi-currency support
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Description
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Copyright 2010. All rights reserved.

iSolutions International Pty Ltd.
Suite 201, 6-12 Atchison Street
St Leonards Sydney NSW 2065
Australia
No part of this document may be reproduced, transferred, sold, or otherwise disposed of, without the written permission of
iSolutions International Pty Ltd.
Product Release 8
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TABLE OF CONTENTS
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A
Absolute Cost
per Hour
A methodology for calculating the maintenance cost per hour for an

equipment based on the expected life of the equipments
components and the cost of replacement.
Unlike tradition cost per hour calculation methods, this method
recognises that for every hour an equipment is in use, the relative
cost incurred by using components must be recognised every hour;
not just when the component needs to be replaced.
Action Required
Strategy Tasks which have entered the planning window but the
user has not manually set / confirm when he/she believes the task
should be executed (by manually setting a due date/usage).
Remember, AMT forecasts the due date of a Strategy Task based
on last performed. This may not always be most efficient approach
because AMT does not consider the current condition of a
component this requires analysis of variables outside AMT such as
application, oil analysis etc.
Activity
Each workscope contains a number of Activities. Upon completion

of the Activity, Foremen and/or Quality Inspectors are required to
sign-off. An Activity is not complete until there has been sign-off.
Actual Cost
Variance (ACV)
Difference between budgeted costs to date and actual costs to date.
Actual Usages
An actual UOM reading/measurement. For example, an actual

engine hour reading entered into AMT.
Admin Alert
A warning in the Workorder section of Equipment Status which

indicates that the strategy workorder is either (1) not linked to a
workorder settlement and/or (2) has not had its Rotable details
updated. The second case is only relevant where the Rotables
Manager module of AMT is used, and the strategy task is flagged as
a Rotable.
Advanced
Planning
Ability to group workorders into maintenance events. This mode is

mining focused and suited for downtime capture applications as it
integrates with the Equipment Status module.
Advanced
Utilisation
Relevant to equipment where its life, and the life of its components,
can be measured by more than one unit of measure (UOM).
Equipment configured for Advanced Utilisation require a Usage
Profile.
Alternate
Projection
A type of projection, which can be used to compare with the Current

projection. A copy would be taken of the current projection to test
other projection parameters or to establish an annual budget for the
next financial year. An alternate projection will continue to reflect
actual cost incurred (similar to the current projection), but live
forecasts used by AMT are calculated on the current projection.
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Application
Details
Specific configuration attributes of an Equipment Group which can

be included/exclude when a user creates a new equipment in AMT.
Examples are Haul Material, Loading Practices, Overloading Risk.
Archive
Projection
A type of projection. Archiving is the process whereby a user can

lock the parameters of a selected projection at a specific point in
time, i.e. freeze the numbers. Re-opening the Archive and reporting
from the Archive will not change over time.
Auto Accrue
Billings
Refers to the default logic within AMT where projected MARC

billings will always equal the total billings calculated from the Current
billing projection of an equipment.
More specifically, the accrual period is the earliest of the equipment
termination date or billing schedule end date If Accrual period is
less than the current month then billings are not accrued. If the autoaccrual period is in the current month or greater than the current
month AMT will accrue billings.
Turning this logic off will result in AMT calculating projected MARC
billings based off actual billings to date, plus future billings from last
invoice period and last UOM/month of latest invoice.
Availability
Means the availability of the equipment for production. The

availability method is the formula used to calculate availability.
Availability
Target
An agreed level of productivity (e.g. 95%) for an equipment/fleet.

For equipment under contract, the availability target is defined in the
contract document.
B
Backlog
Backlogs are workorders identified as being required to be

performed on a piece of equipment at a specific point in time. The
backlog list in AMT can include workorders for Strategy Tasks yet to
be executed (including current and overdue) and any other
workorders identified to be performed in the future.
Bill of Materials
(BOM)
The Bill of Materials (or spare parts list) contains all the parts and or
consumables required to complete a specific job.
Billing Rate
Means the amount per UOM to be charged to the customer.
Billing Step
Means the setting of a billing rate either for a defined period of

usage or for a defined date range.
Billings
Billings means what has been billed or invoiced to the Customer,

and is usually calculated at the equipment level as the UOM in the
billing period multiplied by the billing Rate for that period or step. In
AMT, billings relate specifically to maintenance contract equipment.
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Branch
A branch is a centre responsible for the management of a grouping

of sites.
Branch Code
Also known as Cost Centre, which identifies where costs for

equipment are captured in the accounting system.
Breakdown
Occurs when equipment became unavailable for production in an

involuntary or unexpected manner.
Budget
(Projection)
The AMT projection which establishes a baseline for future

comparison with another AMT projection (usually the current
projection). For equipment under maintenance contract, the budget
projection usually reflects the commercial assumptions made to
determine contractual billing rates.
Budget Pricing
Date
Means the date at which the budget projection pricing was set. This
date acts as an index date for the application of escalation.
The budget pricing date has to be earlier or equal to the equipment
plan start date.
For equipment under maintenance contract, the pricing date should
reflect the date of prices quoted in the original contract. E.g. the
prices in truck contract A were relevant as at 1-July-2006.
Budget Variance
For an equipments total life cycle, it is the difference between total

budget costs at sell and total budget billings. Without good reason,
the variance should equal 0.
Only relevant to equipment under maintenance contract.
Business Group
Designates the type of business specific to the equipment being

registered e.g. mining group, plant group, rental group.
C
Calculated
Current Usage
This is a calculated number. The formula is Last Actual Reading

Usage + (Projected Daily Usage * Days since Last Usage Actual
Reading).
Calendar Period
Means a calendar month defined in the format YYYYMM.
Calendar Year
A period used for defining consumption. In AMT calendar year

means the average usage (consumption rate) based on 365.25 days
per year. For example, 5,000 engine hours per calendar year =
13.689 hours per day.
Cause
Causes of failure. For example, fatigue caused by over pressure

where fatigue is the cause and over pressure is the symptom.
Specific causes which are to be tracked for the purpose of condition
based maintenance will be registered in the Occurrence Type
system table.
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Centreline
Centrelines are generic projections for equipment (i.e. templates or

baselines). Generally users will try and maintain one for each
equipment model. Typically, as the factory releases a new model, it
is documented what components make up the model, how long each
of the components will last, the cost of replacing the components
etc. All of this base information is captured in a Centreline.
Charge Hours
The amount of hours an equipment has consumed in a given period,

based on which the customer may be billed a certain amount using
the billing step.
Close Period
The date when a workorder settlement is closed in the ERP system.
Code Translation
This is an area of AMT, which is designed to allow a wide variety of

component code combinations from an ERP (transaction) system to
be automatically translated during the workorder interface process to
the AMT Strategy Task code combinations (CC.MC.TT.TC). Sets of
external transaction system codes (e.g. component code, modifier
code, job code) are linked to sets of internal AMT codes (referred to
as external/internal code mappings), so that when the transaction
system codes are imported into AMT, they are translated to AMT
required codes.
Commission Date
The original date when the equipment first went to work. For new
equipment, it will be the same as the equipments Start Date. For
second hand equipment or rolled over equipment, it will be different.
AMT uses this date to understand the age of the equipment for the
purpose of Availability forecasting.
Compartment
Section of a component in which fluids are stored (e.g. transmission

oil, engine oil, hydraulic oil).
Component Code
Component Codes are part of an equipment hierarchy being: cost

types (e.g. R&M), system (e.g. engine), sub-system (e.g. fuel
system), and component code (e.g. a code C0723 and a description
Fuel Tank).
Component
Structure
A mechanism used in AMT to identify failure modes of a specific

component of a specific model of equipment. For each failure mode
identifed, the user can quantify how often the failure mode may
occur, cost of repair, labour hours required, and downtime incurred.
Finally, for each failure mode the user can flag the preventative
maintenance required to prevent the faliure mode, and how to
predict the failure.
Condition Based
Depreciation
(CBD)
A method of depreciation, based on components, where the cost of

replacing a component is accumulated over the life of the
component.
This method of depreciation is in addition to a standard method of
depreciation of the entire asset over its useful life.
Condition Based
Maintenance
Product Release 8
CBM is the process of interpreting Condition Monitoring data against

reliability assumptions to optimise maintenance decisions. It is also

(CBM)
known as Also known as Real-time Reliability Centered

Maintenance.
Condition
Monitoring
Intervention
A workorder which has been generated/created based on a

condition monitoring warning or follow up action.
Configuration
Details

Examples are Transmission Type, Engine Type, Bucket Size, Drill
Diameter.
Contract
The word contract in AMT is an umbrella term which refers to

different maintenance, repair and/or services contracts usually
provided by OEMs to mining companies. There is specific
functionality available in AMT for reporting on such contracts.
Contract Term
For usage based maintenance contract equipment, the term is

expressed as a UOM value (e.g. 30,000 engine hours) for a specific
item of equipment under contract.
Contract Type
The mid-level of the contract relationship hierarchy, being

department, contract type (e.g. MARC, PM Agreement, Rental, etc)
and contract. Contract type can represent a further level in the
organisations internal contract marketing structure.
Contract
Variance
Variance in the actual contract (contract document) terms.
Contribution
Means billings less cost of sales less expenses.
Contribution
Recognition
Means the amount of contribution taken to an organisations profit

and loss account in respect of a particular contract.
Cost (Cost @
Cost)
Means the purchase cost of parts, labour and miscellaneous.

Historic cost comes from workorder settlement imported into AMT
through an interface. AMT calculates future cost using margins and
escalation.
Cost Bearer
In AMT the cost bearers are set as customer (revenue), contract

(maintenance contract), warranty or dealer (policy/redo).
Cost Cap
Agreement
Special type of contract provided by OEMs where components

costed at a fixed price. Cost Cap agreements do not contain billings
schedules.
Cost Centre
A Cost Centre will typically refer to an organisational and/or

departmental entity of a company, and will exist in the companys
accounting system. For example, a branch or a site might be
considered a cost centre.
A default cost centre is set for each equipment; however specific
cost centres can be set for each Strategy Task.
Product Release 8
For Plant Hire equipment, the Cost Centre is also used to identify
which costs are CBD (refer to Conditon Based Depreciation).
Cost
Responsibility
It is a high level definition of the responsibility for equipment. For

example "Site A Production". Often this is a higher grouping of cost
centres. It is primarily used for financial and budgeting reporting.
It is set for each equipment in the Equipment Plan editor.
Cost To Date
Actual costs incurred to date, typically sourced from the ERP

system.
Cost Type
Cost Types are part of an equipment hierarchy being. Cost type

could be R&M (repair and maintenance), capital, tyres, GET etc.
Cumulative
Usage
Means the last usage reading plus any related offset reading.
Current
Projection
An AMT projection which reflects actual costs incurred to date plus

occurrences and costs from today (system date) to the end date of
the projection. The current projection usually reflects all the current
assumptions regarding the completion of the projection. All live
forecasts (i.e. component, financial, parts, and rotables) are
calculated using the current projection. Therefore, changes to the
current projection immediately change the live forecasts.
Customer
Clients / customers related to registered equipment and/or

agreements.
D
Date Notified
Date when a new backlog was identified.
Defect
Means a one-off workorder that is not regularly scheduled to be

performed as part of the maintenance strategy. These are generally
identified by daily inspections, operator reports etc. Defects are also
known as backlogs.
Dependency
Dependency is where Strategy Tasks follow each other in a

sequence whether the lowest number is scheduled to occur first,
followed by the second lowest. Once the cycle is complete, then this
restarts again from the lowest number.
For example, if the user has Strategy Tasks which are always
executed in a sequence, (e.g. PM service #1 followed by PM service
#2 followed by PM service #3 and then start again at #1),
dependency logic is appropriate.
Document Type
Product Release 8
For use in the AMT Library to categorise documents for ease of

searching.
Down Delay
Describes the reason why a piece of equipment has not been made
available for production, e.g. inclement weather, waiting for tyre
handler.
Downtime
Means the time equipment is down for maintenance; i.e. not

available for production.
Downtime
Allocation
Process of splitting gross downtime into responsibilities (i.e. who is

responsible for which portions of downtime) and activities (i.e. what
happened during the downtime period: maintenance, waiting parts,
waiting labour, machine washing etc).
Draft Estimate
Estimate-Draft projections: Modelling equipment can have many

Estimate-Draft Projections. As the name implies it represents prior
drafts or versions of an estimate.
Duration vs.
Downtime
Duration means the time taken to execute a specific workorder. For

example, an equipment may have 7 hours of downtime during which
time 3 workorders were performed. The sum of the duration for the
workorders may be 14 hours, because some of the workorders were
performed concurrently. During this period the SMU hours would
normally be the same as at the beginning of the downtime. In some
cases the SMU hours increase due to equipment testing as part of
the downtime event.
Duty Free
Workorder
Settlement
This is an SAP designation, which identifies a workorder settlement,

which contains duty free parts. The corresponding labour and
miscellaneous elements may be contained on another workorder
settlement. Both workorder settlements may be required to be
merged under a parent workorder settlement to provide a link with
an AMT Strategy Task.
E
Element
Refers to a subset of a measurement. For example, the Iron

(element) from an Oil Sample (measurement).
Employee
Refers to the AMT system table which contains high level employee
groups on particular sites, both internal employees and external
contractors.
Employee
Number
Refers to the AMT Employee system table which contains the

reference number for that employee
End Of Life
Means a component being removed from an equipment will either be

fully rebuilt or scrapped
End Usage
Means the projected last UOM reading of a projection.
Engine Hours
Means the engine hours recorded on the equipment's service meter
Product Release 8

(also known as SMU, SMR). These hours should generally be used
to calculate customer billings, component lives and frequencies.
Engine hours are a type of UOM. This is probably the main
measurement used for most earthmoving equipment.
Entry Distribution
Codes
Codes that allow the interfaces to post plant hire costs to the ERP
system general ledger of the company via a journal transaction.
Equipment
The last level of the explorer tree-view hierarchy, being

Organisation, branch, site, fleet and projection. The projection refers
to a specific Serial Numbered item.
Equipment
Category
This is a flexible system table that is used for financial reporting.

Organisations may use this code for different purposes. It is set at
the Equipment Plan.
Equipment Group
Grouping of the Model codes. Within the Asset Register the

"technical details" relate to the Equipment group (i.e. each
Equipment Group will have its own set of technical details.
Equipment Group is sometimes referred to as "Model Family". An
example would be "OHT" or "Off Highway Trucks".
Equipment
Management
Issue (EM Issue)
It is any issue relating to an equipment such as application,

operation, engineering, product problems etc.
Equipment
Management
Processes
Equipment management processes identifies business functions

across departmental boundaries and highlights workorders and
responsibilities related to the respective process categories.
Equipment Plan
An equipment plan is series of relationships and parameters, which

collectively define exactly what is intended to be done to an item of
projection (i.e. Strategy Tasks) and when they are to be executed
(occurrences). The equipment plan links start and end dates,
usages, a usage profile, and multiple projections, e.g. current,
budget, alternate etc.
Equipment Plan
Start Date
The commencement of an equipment plan or maintenance contract.
Equipment Serial
Number
A unique alpha/numeric combination, which identifies a single item

of equipment.
ERP Scheduling
Task
See Scheduling Task.
Escalation
Escalation refers to price changes over time and is sometimes

referred to as indexation. If a budget projection is priced in year 1,
for an equipment plan spanning several years, then actual costs
could be higher than the budget pricing simply as a function of
inflation over time. To harmonise comparisons between budget and
current projections, escalation is applied to budget prices to adjust
values to a current levels. Note: future projections of both current
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and budget are made at today's escalated values.
Estimate
Projection
Estimates are used to model a specific scenario; i.e. purchase new

trucks and a loader. Estimates are specific to an application and
point in time. The user may also create many versions of estimates.
For equipment suppliers estimates will be prepared in MARC
tendering situations. For end users Estimates will be used to
evaluate tenders from different suppliers. In AMT, estimates can be
developed for equipment under contract (MARC) or not under
contract (Standard).
Event
An event represents an occurrence of downtime. For example if an

equipment is down for maintenance for 9 hours then that is called an
event in AMT. During that time 3 workorders (jobs) may be
performed each with their own workorder. A planned event is a
planned stoppage of the equipment for maintenance.
Event Prevention
Actions which may prevent a breakdown downtime event.
Eventscope
Provides an overview to the planned downtime event for the

equipment, including a brief description of what will be performed, to
which equipment, when, and the budgeted labour hours and
duration.
Exceeds
Projected Usage
Error flag indicating that an actual usage reading exceeds the

estimated usage calculated by AMT based on the equipment plans
current projection usage profile.
Exchange Rate
Means the exchange rate of a nominated currency expressed as

one unit of the set primary currency.
Expense Element
Usually the Expense Elements will reflect the different category of

costs and will exist in the companys accounting system.
A default expense element is set for each equipment; however
specific expense elements can be set for parts/labour/miscellaneous
within each Strategy Task / Workorder.
Expenses
Means costs (usually associated with a contract), which are not

itemised in an equipment plan.
F
Failure Mode
A particular way, in terms of symptoms, behaviours, or internal state

changes, in which a failure manifests itself. Failure modes of an
engine include overheating and vibration.
Financial Period
Means the organisations accounting periods. Where this differs

from calendar periods, then a translation process converts financial
year and month records to calendar year and month, in the format
YYYYMM. For example, if the organisations financial year ends in
June 2003, and an accounting record for a workorder settlement
signifies the invoice period is 200308, then this will translate to Feb
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2003 in calendar years (200302).
First
The UOM at which the occurrence for a component is first expected

to be performed.
Fleet
A fleet refers to a grouping of one or more items of equipment used

for a specific purpose.
Frequency
The UOM between projected occurrences, e.g. 15,000 engine hours

between each engine replacement
Future Cost
Forecasted cost from today to the end of the assets life cycle,
calculated using the assets projection(s).
G
Global Cause
Code
Listing the possible GLOBAL causes of the occurrence of a

workorder (e.g. fatigue, cracked, over pressure).
Global cause codes can be mapped to local Cause Codes for the
purpose of translating imported data (such as standard jobs).
Global
Component Code
Listing of the possible GLOBAL component on equipment (e.g. A982

Fuel Tank = 0033 Fuel Tank).
Global component codes can be mapped to local Component Codes
for the purpose of translating imported data (such as standard jobs).
Global Job Code
Listing the types of GLOBAL jobs which can be performed when a

workorder is executed (e.g. remove and install, replace with
exchange, perform repair, test and adjust).
Global jobs codes can be mapped to local Jobs Codes for the
purpose of translating imported data (such as standard jobs).
Global Part Type

Code
Listing of groupings of GLOBAL parts, e.g. service exchange, new,

remanufactured, fluid).
Global part type codes can be mapped to local Part Type Codes for
the purpose of translating imported data (such as standard jobs).
Gross Margin
The gross margin percentage and is calculated as billings less cost

of sales.
Gross Margin % = (1 - (Cost of Sales)/Billings) * 100
I
Industry
Product Release 8
A listing of Industries used for customer data analysis. See also

Industry Group.
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Industry Group
Sub-sets of an Industry, e.g. if Industry = Mining, then Industry

Groups could be coal mining, gold mining, etc
Inspection Logic
The next occurrence of a Strategy Task with this advanced

scheduling logic will be scheduled at then nominated offset prior to
the earliest next occurrence of the related Strategy Tasks. The
related Strategy Tasks are the planning tasks for the nominated
Task Type.
The Inspection logic is used primarily for Pre-PM inspections where
the Pre-PM inspection is scheduled at some offset prior to a PM
service.
Interface
An interface is one of a set of applications that translates data from

external systems (e.g. SAP, DBS, etc) and imports the translated
data into a specific area of AMT and translates data from a specific
area of AMT and exports the translated data into external systems.
Interfaces are designed to run automatically, without user
intervention (this is achieved by some form of process scheduling at
the operating system level).
Interval
Interval is the term used to define the life of a component or

frequency of an occurrence. Life, interval and frequency are used
interchangeably and refer to the life of a component (expressed by a
usage or a time period).
Invalid Usage
A usage reading which does not comply with data validation rules.
Invalid usage is one which is lower than the previous usage or is
greater than the usage tolerance percentage stored in AMT system
tables.
Invoice number
Invoice number of the billing charged to the customer.
Issue Type
General classifications given to EM Issues (e.g. Product

improvement, Application, Operation).
J
Job Code
A code to identify a specific job (e.g. J09 Remove and Install, J10
Replace with Exchange, J11 Weld, J12 Service etc).
Job Date
The date when the workorder was executed.
Job Folder
This report is a combination of the Eventscope Header and

Workscope documents, but also included details of each operation
in the workorder.
Details such as parts lists, list of allocate labour resources
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L
Labour
Means time or cost from the use of the labour force, usually
employees.
Labour Activity
A description of labour activity only used in standard jobs.
Labour Hours
The number of labour hours required / consumed when performing a

workorder. For example, if a workorder was executed in 2 hours,
and 3 people worked on it, then the total labour hours is 6.
Labour Rate
A combination of labour activity, branch and currency for which a

labour rate per hour can be assigned.
Last Occurrence
Date
The date on which the last occurrence happened.
Last Occurrence
Usage
The UOM of the last occurrence from workorder settlement records.
Last Offset
Means the last offset reading as notified by the Interface download

data. This is the difference between a usage reading and the
cumulative usage reading. Often an hour meter may be replaced
which requires an offset to be applied to make this accurate.
Last Performed
UOM/Date
Last Performed UOM/Date means that the forecasted next

occurrence of the Strategy Task is based on the last time the
Strategy Task was actually executed.
Last Reading
Means the most recent actual usage record for an item of

equipment.
Last Scheduled
UOM/Date
Last Scheduled UOM/Date means that the forecasted next

occurrence of the Strategy Task is based on when the Strategy Task
was scheduled to occur. It ignores the usage/date when the job was
actually performed.
Lead Time (days)
It is the number of days prior to the forecast execution of a Strategy

Task, at which time the strategist/planner should be alerted that a
decision needs to be made as to when to execute (perhaps the
decision is to extend life). This time period is referred to
conceptually as the planning window.
Typically Lead Time is set to the number of days required to order
the part. For example, if it takes 6 months to order an engine, then
Lead Time should be set to 180 days.
Life Confirmed
This is a flag which indicates to the forecasting logic in the program

to consider the workorder settlement an actual occurrence of a
strategy task, and therefore to reset the components life and
refocast.
There may be occasions where the execution of a strategy task
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should not be considered a new-life occurrence (e.g. swing in/swing
out component turn). In such cases, Life Confirmed would not be
flagged.
Life Cycle
Costing
An equipment costing based on the components within that

equipment; how often each needs to be replaced and the cost to
replace.
M
Maintenance
Agreement
A maintenance and repair contract agreement which contains a

billings schedule.
Maintenance Plan
A process in SAP to link standard jobs with workorders. A

maintenance plan in SAP is equivalent to a Strategy Task in AMT. A
maintenance plan links to one or more standard jobs, for each of
which there is one SAP work-order. A maintenance plan is specific
to a piece of equipment and the workorder to be performed.
Generally the workorder will comprise of more than one standard
job.
Maintenance
Type
High level maintenance code used for reporting purposes.
Manufacturer
Means the manufacturer of the equipment being registered in AMT.
MARC
Means maintenance and repair contracts, which are also known as

customer support agreements, repair and maintenance projects,
cost cap agreements, service agreement etc. Such contracts are
usually provided by OEMs.
Measurement
It is a reading or statistic which is not necessarily cummulative in

nature or by itself does not determine the life of an equipment or
component. For example, air temperature, iron level.
Misc
(Miscellaneous)
Costs within a projection that are not specifically designated as parts

or labour.
Model
A specific type of equipment, with similar construction, features and

operation (generally a manufacturer model).
Modeling
Equipment
Modeling Equipment are used to model a specific scenario; i.e.

purchase new trucks and a loader. Modeling equipment are specific
to an application and point in time. The user may also create many
versions of estimates. For OEMs, Modeling equipment will be
prepared in MARC tendering situations. For end users Modeling
equipment will be used to evaluate different suppliers tenders. In
AMT, estimates can be developed for equipment under contract or
not under contract.
Modifier Code
The modifier code is used to provide an additional identification to

the component code; typically the components location on the
Product Release 8
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equipment. For example, RF - Right Front, TOP Top etc.
MTBS
Means 'Mean Time Between Stoppages'
MTBUS
Means 'Mean Time Between Unscheduled Stoppages'
MTTR
Means 'Mean Time To Repair'
N
Next Usage
The UOM of the next projected usage, e.g. next PM Service at 7,500
engine hours.
Not After
Sets a UOM limit after which no projected occurrence will be

scheduled.
O
Occurrence
The happening of a single Strategy Task.
Occurrence Type
A code used in AMT to represent very specific component failure

modes which are tracked for the purpose of condition based
maintenance and component failure analysis.
Offset
If for any reason an equipment's UOM meter is damaged and unable

to be used, the last reading of that meter is recorded as the offset.
As readings from the new meter will usually start at a figure less
than the offset reading, the cumulative meter reading for the
equipment = offset reading + last recorded usage reading.
OH&S
Occupation Health and Safety.
Online Help
AMT electronic help system which is activated by pressing F1 or

clicking the ? button on AMTs opening screen.
Operation
Workorders and standard jobs have at least one operation, but can
have multiple operations. The operations describe the steps to do
the specific job described by a workscope, workorder or standard
job.
Other Operating
Cost
General term used in AMT to represent ownership costs (e.g.

depreciation, finance, registration).
Overdue Strategy
Tasks
These are occurrences of Strategy Tasks which have been

projected and where the projected usage/date for the occurrence to
occur has passed.
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Overheads
Overheads in AMT refers to costs (and/or revenues) which are

relevant to the equipment being managed in AMT, but are not
directly associated to an equipment via a specific workorder or billing
invoice (e.g. salaries for planners, workshop overhead costs). Such
transactions can be captured and forecast in AMT as Overheads.
Overhead Billing
Also known as MARC Overhead Billing and Management Fee, this

term refers to the normally fixed monthly invoice charged to
customers to cover overhead costs for supporting maintenance
contracts.
Overhead Cost
Category
Categories for the different types of overhead costs, such as

vehicles, capital, payroll.
Overhead ERP ID
The Overhead ERP ID is used to link actual overhead billing records

to a specific Current overhead projection.
Owner
Identifies the owner of a piece of equipment, perhaps a mining

company, perhaps a dealer, etc
P
Part
Comprises a part number and a description.
Part Category
Allows the setting of 'Parts Categories as either general,

miscellaneous or fluids.
Part Price
The cost per unit of a combination of part number and currency,

based on the unit of measurement for the part (i.e. item, litre, inch).
Part Type
Groupings of parts, such as exchange, new, remanufacture, etc
Parts Price
Group
Different groupings of part prices which may be in existence. For

example, a particular customer may receive a 20% discount on the
standard list price. In AMT, this arrangement would be represented
as a specific parts pricing group.
Partial Out
Means a component has been removed before it has reached End

Of Life. It will then receive some minor repairs before being installed
into another equipment.
Perform By Date
Indicative date as to when the workorder should be executed.
Plan Name
A unique name for an equipment plan.
Planned
This is an indicator used for reporting purposes. A workorder is

planned if it existed in agreed maintenance plan before it was
performed. The exact timeframe is determined on a site-by-site
basis. For example, one site may set that for a workorder to be
planned it must have existed on the Weekly maintenance plan (i.e.
Product Release 8
15

set the week before). Another site may set 48 hours in advance as
the determinant for something to be classified as "Planned".
Planned Event
This is an indicator used for reporting purposes. A workorder is

planned if it existed in an agreed maintenance plan before it was
performed. The exact timeframe is determined on a site-by-site
basis. For example, one site may set that for a workorder to be
planned it must have existed on the weekly maintenance plan (i.e.
set the week before). Another site may set 48 hours in advance as
the determinant for something to be classified as "Planned".
Planning Task
A flag within a Strategy Task which, if turned on, indicates that the
Strategy Task requires planning, or in other words, the execution of
the Strategy Task requires planning in advance (e.g. ordering parts).
Consequently, a task will be created in the Planning module of AMT
once the Lead Time has been reached.
If the Strategy Task exists only to capture costs or forecast a
provision for possible maintenance, and no forward planning is
required, then the Planning Task flag would off.
Planning Window
The period of time the planner/strategist has to prepare for the

execution of a Strategy Task. The period of time is defined by Lead
Time.
The moment a Strategy Task enters its planning window, AMT will
flagged the Strategy Task as being action required.
Plant
An SAP term, which identifies branch and currency.
Preventable
Preventable means what area of the operation could have prevented

the breakdown. For example, if the cause of the breakdown could
have been identified by a daily inspection before the breakdown,
then it needs to be investigated why the Inspection process did not
pick up the issue.
Plant Hire Rate
Internal rate charged by the central asset management group to a

project for the use of an asset.
Priced Job
The costs associated with a standard job could vary from branch to
branch, e.g. shipping or labour costs could be higher in branch A
than branch B. Priced (job) identifies the 'version' of the standard
job to be used in a specific branch.
Pricing Date
Date at which the pricing entered for parts, labour and

miscellaneous was relevant. This may differ from the budget pricing
date.
Pricing Group
Refer to Parts Price Group.
Primary Currency
Nominated by the user as the main currency in which financial data

are expressed. Once this is set it may not be changed.
Primary Part
It is the part number that identifies the whole component or in some
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Number
circumstances a kit number (e.g. a PM service kit number). In AMT,

Primary Part Numbers are linked to Strategy Tasks.
Production
Statistics
Measures the productive / non-productive utilisation of Equipment.
Projected Cost
It is the total cost of a projection (i.e. Costs to Date + Future).
Projected Cost
Variance (PCV)
Projected Cost Variance is calculated as the difference between the

total escalated budget projection cost and total current projection
cost for the life cycle of the equipment
Projected Daily
Usage
AMTs calculation of the estimated daily usage for an equipment.

The calculation is based on the equipments average annual
utilisation divided by the number of days in an average calendar
year.
Projected
Occurrences
These are the future occurrences for a specific Strategy Tasks.
Projected Task
Another name for a Strategy Task.
Projection
A projection in AMT represents the life cycle costing for a piece of

equipment, which can be broken down to the component level. The
equipment plan (a specific time in the life of an equipment) can have
a number of projections. The budget projection is the initial
expectation as to the life, cost and the billing. The current projection
is the current expectation of the life, cost and billing. The alternate
projections are an alternate expectation to the current projection.
The archived projections are snapshot of a specific projection taken
at a point in time
Projection
Assumptions
Projection assumptions are the assumptions regarding interval,

costs, duration and labour hours that AMT uses to project future
costs, duration and labour hours. It is important that the projection
assumptions always reflect todays best estimates. Historical budget
assumptions very quickly become out of date. This is the
mechanism to keep future projections up-to-date, which in turn
drives future forecasts, the identification of key issues etc.
Projection Type
Type of AMT projection, e.g. current, budget, alternate etc.
Q
Qualifier
A description of something that is capable of being measured, such

as Engine, Fuel, Brake, etc.
Quick Watch
Daily Control mechanism in AMT designed to provide management

with instant feedback as to the health of their operations on site.
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R
Reliability
Centred
Maintenance
(RCM)
Reliability Centred Maintenance and is defined as A process used

to determine what must be done to ensure that an asset continues to
do what its users want it to do in its present operating context. In
simple terms it provides a structured process for developing a
detailed maintenance strategy for an asset. This strategy may
identify potential failure modes and the condition monitoring
interpretation rules to detect possible failures.
Reading
A reading from a usage meter on board an item of equipment. This

value is usually expressed as a cumulative amount, e.g. the SMU
(service meter unit) reading on equipment X was 3,560 engine hours
on day 1. On day 2 the reading was 3,572 engine hours, etc
Reading Date
The date on which the reading was taken.
Reading Time
The time at which the reading was taken.
Real Equipment
Real equipment in AMT is an operational asset (unlike a Centreline

or Modeling equipment). A real equipment can, incur actual costs
and revenue, create maintenance plans, incur actual downtime, and
record actual usage readings
Rebuild
A rotable item that is being rebuilt is being rebuilt at an internal

rebuild location (the rebuild location can be any site registered in
AMT).
Recorded Usage
The actual usage (UOM) recorded from the equipment at a specific

date and time. This reading does not include the Offset.
Redo
A workorder which was performed again because it was not

correctly executed the first time. Also known as rework.
Registration
Counter
Registration Counter, along with Model and Serial Number, are used
to uniquely identify REAL equipment.
Sometimes an asset may be registered in AMT more than once. For
example, the asset may have been refurbished, relocated to another
project, its maintenance contract extended. Consequently, in order
to separate the previous history of the asset to the new life. AMT
uses the Registration Counter, in combination with the Model and
Serial Number of the asset, to achieve this distinction.
Note: certain interfaces include the registration counter as an
optional field. If the interface file sent to AMT does not include the
registration counter, AMT will link the interface record to the current
version of the equipment.
Registration
Details
Product Release 8

Examples are License Number, Registration Number (REGO),
Policy Number.
18
Reman
Abbreviation for remanufacture
Repair Code
See Job code.
Repair Reserve
While one schedules and plans for a pre-failure component

changeout the failure modes identify that the average cost will be
higher due to the probability of failures. In AMT this additional cost
is factored into the life-cycle costing through the Repair Reserve
Strategy Tasks. These can be automatically created by AMT or the
user can manually create them.
Responsibility
Which party is responsible for the time consumed when

maintenance is performed on an equipment.
Rotable Item
A rotable, referred to in AMT as a 'Rotable Item' is a particular

Rotable component - an instance of a rotable part. For example,
there may be a total of 40 Haul Truck Engines; each of these 40
engines is a rotable item.
Rotable Part
It is a type of rotable component, such as G89 Haul Truck Engine.
Rotable Repair
Strategy
When a Strategy Task is flagged as a rotable item, then exactly one

of its jobs determines the rotable repair strategy (RRS). The RRS
defines the action to be performed when the component is removed.
RVIC
Means Residual Value in Components, i.e. the life left in a

component at the end of the life cycle or at the time of termination.
S
Safety Stock
Level
This is the minimum number of a particular rotable part that it is

considered safe to have in stock. For example, it may be a
requirement to have at least three Haul Truck engines available in
inventory at all times.
Scheduled Hours
Amount of calendar hours per month that a particular machine will

operate and the target availability levels.
Scheduling
Efficiency
Represents how efficient a planner is in optimising the component

schedule for the purpose of Availability forecasting. 100% efficiency
represents that all strategy tasks in the same month will be
performed at the same time as the strategy task with the greatest
single duration. 0% efficiency means that the strategy tasks will be
performed on their current due date (optimisation not considered).
Scheduling
Group
Specific groupings of identifiers which belong to specific Advanced

Scheduling Logics (such as suppression or dependency logics).
Scheduling Task
Field used to link an AMT Strategy Task to a specific maintenance

task in an external ERP system. Typically this field is only relevant if
Product Release 8
19

the ERP system performs daily planning, and AMT performs the
strategy function.
Linking to an external ERP system is only possible if specific
interfaces have been implemented.
Scheduling
Tolerance
Scheduling Tolerance is used to group PM services (i.e. Strategy

Tasks with task type PM) which may be scheduled to occur at the
same time. For example, when an equipment is due for a 3000 hour
service, this event may be a combination of a 1000 hour service
Strategy Task and a 2000 hour service Strategy Task. Both tasks
would be forecast around the same time. To keep the tasks aligned,
Service Tolerance is used.
E.g.: the user may set Service Tolerance to 24 (assuming Service
UOM = engine hours), which means that any service forecast to
occur within 24 engine hours of another service should be forecast
to occur at the same date/time.
Sell (Cost at Sell)
Means a calculated value of parts, labour and miscellaneous, which

includes a margin, added to costs to allow for parts and service
departmental overhead recovery and a profit margin.
Serial Number
A unique alpha/numeric combination, which identifies a single item

of equipment.
Service Accuracy
Service Interval
Service Interval is the interval (UOM) between services. For

example, if the PM strategy is to have the PM services executed in
the following sequence: 250PM, 500PM, 250PM, 1000PM, 250PM,
500PM. Then the Service Internal is 250 hours because a service
occurs every 250 hours.
Service Accuracy
Tolerance %
Tolerance is used for Service Accuracy KPI reporting, where PM

services executed +/- Tolerance% (e.g. 10%) of the scheduled
execution (based on Service Interval) are considered to be
acceptable.
Service
Agreement
An agreement which covers the performance of PM services.
Service Code
A set of codes in AMT used to align with the companys internal

service codes.
Shift Start Time
The starting point for the 24 hour shift on site. The time typically
aligns with productions dispatch system in order to able accurate
comparison of actual downtime within a 24 hour period.
A number of Daily Downtime reports in AMT will use the Shift Start
Time to report actual downtime.
Shiftlog
Product Release 8
Downtime recording mechanism designed for Advanced Planning

mode equipment. It is formatted similar to paper-based downtime
log books maintained on site.
20
Shutdown
A Shutdown is used to group Workorders (Standard Planning) or

Events (Advanced Planning) together for the same or different
equipment. For example: Shutting Down a Shaft or a Mill which
affects many equipment.
Simple Utilisation
Relevant to equipment where its life, and the life of its components,
can be measured by a single unit of measure (UOM).
Site
The location of a fleet.
SMU Hours
Means the engine hours recorded on the equipment's service meter.
Source
Indicates who or what identified the need to perform a certain

workorder on equipment.
Source of Supply
Code used to identify different materials suppliers
Standard Job
It is a repeatable job that can be carried out on a model of

equipment (e.g. Repair Engine Before Failure). A standard job is
represented as a financial breakdown of the work. A standard job
can also be represented as a list of labour activities, each with an
associated list of parts. When included in a standard job, a set of
labour activities is referred to as a standard job operation (or simply
Operation).
Standard
Planning
Simple method of planning individual workorders. This mode is

suited for applications where downtime is not captured such as
general line, PM contracts, process plants, workshops etc.
Start Date
The commencement of an equipment or asset.
Start Usage
The usage on the equipment when it began operation.

Sometimes an equipment will be delivered with some of its life
already consumed. In such circumstances, the start usage may not
always be equal to zero.
Starting Serial
Number
The serial number of the component which was first installed in the
equipment.
Stock Turn
Stock turn is that number of turns divided by total stock (for the last
12 months).
Strategy Task
Strategy Tasks are tasks which are contained in the current

projection (including unassigned tasks). A Strategy Task may
contain many jobs (e.g. remove and install, and recondition). A
Strategy Task is defined by component code, modifier code and task
type and task counter.
Strategy Date
Projected next occurrence date of a strategy task.
Product Release 8
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Strategy Usage
Projected next occurrence usage of a strategy task.
Sub-System
Sub-systems are part of an equipment hierarchy being: cost types

(e.g. R&M), system (e.g. engine), sub-system (e.g. fuel system), and
component code (e.g. a code C0723 and a description Fuel Tank).
Supplier
Vendor that supplies materials to the maintenance operation.
Suppression Child
Sibling Suppression logic is where scheduled occurrences of future

Strategy Tasks are set so that they fall at the scheduled interval (or
multiples thereof) after the most recent last occurrence of any
Strategy Task in the suppression grouping. This is used primarily for
PM scheduling where there is a requirement for PMs to occur at a
set scheduling interval.
Suppression
Parent
Parent Suppression logic is based on the performance of the

PARENT Strategy Task. Parent Strategy Task suppress any
children tasks if they fall within a certain tolerance of the Parent
Strategy Tasks. The performance of the parent Strategy Task
implies that the child Strategy Task has been performed as well, and
therefore the component life of the child Strategy Task is reset along
with the parents.
For example, Strategy Tasks are grouped in a hierarchy so that A1
is the parent of A2 is the parent of A3 is the parent of A4 etc. So
when A1 occurs then this resets the life for all of its children
Swing
Component
A component installed into an equipment on a temporary basis while

the original component undergoes a minor repair
Swing In
Refers to the swing component which has been installed temporarily

while the component taken out receives a minor repair
Swing Out
The swing component was removed and the original component

(that was temporarily removed) has been re-installed
Symptom
Symptom of failure. For example, fatigue caused by over pressure

where fatigue is the cause and over pressure is the symptom.
System
Systems are part of an equipment hierarchy being: cost types (e.g.

R&M), system (e.g. engine), sub-system (e.g. fuel system), and
component code (e.g. a code C0723 and a description Fuel Tank).
T
Target Budget
Turn Time
Product Release 8
This is the conservative target days between when a rotable part is

removed from one machine to when it is available (in inventory) for
use in another machine; each Rotable part has a target budget turn
time.
22
Target R&I Time
This is the conservative target days to remove and install a rotable

part; each rotable part has a target R&I (remove and install) time.
Target Rebuild
Time
This is the conservative target days to rebuild a rotable part; each

rotable part has a target rebuild time.
Task
In AMT 8.3, the term workorder has replaced what was previously
called a Task.
Task Counter
Can be used to identify the sequence by which a Strategy Task is

performed, e.g. 1st overhaul, 2nd overhaul.
Task Planned
Time
Listing of times when a workorder can be performed (e.g. Next 24

hours, Next Shift Change).
Task Type
A code and description combination that identifies what is to happen

at an occurrence of a Strategy Task (e.g. component change out,
inspection, general repair, preventative maintenance service).
Termination
Means the calculation of the financial consequences of terminating a

contract before the agreed end date or end hours.
Test Hours (Test

Time)
Engine hours consumed on equipment whilst it is down/stopped for

maintenance. Sometimes hours are consumed because
maintenance have to perform test on the equipment before releasing
it back into operation.
If the equipment is under a maintenance contract, test hours will be
subtracted from the billable hours, for which the customer will be
charged.
Transaction Date
Date when an actual cost or billing (revenue invoice) was posted to

the General Ledger.
Travel
Travel generally represents the costs involved in travelling from a

central location to a remote location in order to perform
maintenance. AMT uses the following formula to calculate total
Travel cost
Travel Labour Cost = No. Trips x Average Travel Hrs per Trip x
Average No. People per vehicle x Travel Labour Rate.
[No. Trips = Hours Required /(Average No. People * Average Work
Time)]
Mileage (Misc) Cost Per Trip = (Distance x Rate) + Misc Cost Per
Trip
Turn
A turn is another way to say 'a life'. It is the time between when a
rotable item is installed and when it is removed. Rotable items can
have many turns in different machines.
U
Product Release 8
23
Unallocated
If a workorder settlement is received by AMT with a component code

that is currently not present in the component code hierarchy, then
that record will be added to a defined unallocated sub-system set up
by the user. When the component code is correctly added to the
component code hierarchy then the workorder settlement data will
be allocated to the system.
Unassigned
Unassigned is a bucket which collects all costs for a sub-system that

do not related to specific Strategy Tasks. Unassigned workorder
settlement records are automatically assigned to the unassigned
component code for a specific sub-system, based on the component
code of the workorder settlement.
Unassigned Ratio
The unassigned ratio is the ratio of the final hour/months unassigned

cost to the first hour/month. The logic is that the average
unassigned costs are still based on the value entered. Projected
unassigned costs are now a "Cost per Hour" in AMT. Unassigned
tasks are now shown as a cost per hour/month and will be
calculated based on the usage in the month, rather than on
occurrences.
The unassigned ratio spreads this cost over the life of the equipment
such that the cost at the final hour divided by the cost at the first
hour = unassigned ratio. As equipment gets older the unassigned
costs tend to increase. Setting an unassigned ratio = 1 sets the
costs equal over the life. Unassigned ratio = 2 starts to skew costs to
the later part of the equipment life. The minimum value is 0.01 and
the maximum value is 100.
Unassigned
Serial Number
If the SAP interface presents records for an item of equipment that is

not currently registered in AMT, then during the equipment wizard
process a user can link the equipment to the SAP generated serial
number.
Unit of Measure
(UOM)
A defined unit of measure, such as calendar days, engine hours etc.
Unplanned
Strategy Task
An unplanned Strategy Task is a Strategy Task which has not yet

entered its planning window, and consequently AMT has not created
a backlog for it yet.
Usage
This value is used to determine fleet and machine projections,

particularly availability, and should be reviewed regularly for current
applicability.
Usage Based
Denotes the projection is based on usage rather than date.
Usage Profile
It is only relevant to equipment configured for Advnaced Utilisation.

A Usage Profile can contain multiple usage rates (e.g. machine
hours, travel hours, fuel burn). The rates can vary over time to
reflect the changing operating conditions (i.e. deeper pit, rainy
season, winter etc), and relationships between the usages can be
created (i.e. Tonnes is a dependency of Engine Hours).
Product Release 8
24
User Account
Contains details of an individual user such as login, password, level

of access etc.
User Group
(Security Group)
In AMT, an individual user is associated with a User Group. The

user group specifies the function and reports the user has access to,
and the level of access permitted.
Levels of access include View, Edit, All, None.
Utilisation
The ratio of productive hours to available hours, usually expressed

as a %.
V
Variance Cause
The reason why a particular activity within a downtime allocation

took more or less time to complete than expected.
W
Warranty Period Days
The amount of time in days that the warranty policy for a certain
Strategy Task is valid
Warranty Period Usage
The amount of time in the Strategy Tasks unit of measure that the
warranty policy is valid
WBS
WBS = Work Breakdown Structure, an SAP system for classifying

workorder settlement relationships.
Work Group
The group of people who performed the actual maintenance (e.g.

PM crew, Welding crew etc).
Work Location
Location where an event took place (e.g. workshop, field)
Workorder
It is a specific maintenance job performed on an equipment, which

can be planned or executed as a result of a breakdown. It can
represent a Strategy Task, Backlog or Defect. A Workorder
Settlement can link to a Workorder in order to provide the actual cost
of performing the Workorder.
Workorder
Settlement
In a transaction system (e.g. SAP, DBS) all ACTUAL costs (parts,

labour, miscellaneous) are captured on a workorder settlement.
Workorder
Settlement Status
Designates the status of a workorder settlement, such as closed,

open etc
Workorder
Settlement Type
Designates the type of workorder settlement, such as contract,

customer, warranty, etc.
Product Release 8
25

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AMT Handbook

iSolutions International Pty Ltd

AMT HANDBOOK Scheduling Methods

Copyright 2010. All rights reserved.

AMT HANDBOOK Scheduling Methods

AMT HANDBOOK Scheduling Methods

AMT HANDBOOK Scheduling Methods

A methodology for calculating the maintenance cost per hour for an

Each workscope contains a number of Activities. Upon completion

Difference between budgeted costs to date and actual costs to date.

An actual UOM reading/measurement. For example, an actual

A warning in the Workorder section of Equipment Status which

Ability to group workorders into maintenance events. This mode is

A type of projection, which can be used to compare with the Current

AMT HANDBOOK Scheduling Methods

Specific configuration attributes of an Equipment Group which can

A type of projection. Archiving is the process whereby a user can

Refers to the default logic within AMT where projected MARC

Means the availability of the equipment for production. The

An agreed level of productivity (e.g. 95%) for an equipment/fleet.

Backlogs are workorders identified as being required to be

Means the amount per UOM to be charged to the customer.

Means the setting of a billing rate either for a defined period of

Billings means what has been billed or invoiced to the Customer,

AMT HANDBOOK Scheduling Methods

A branch is a centre responsible for the management of a grouping

Also known as Cost Centre, which identifies where costs for

Occurs when equipment became unavailable for production in an

The AMT projection which establishes a baseline for future

For an equipments total life cycle, it is the difference between total

Designates the type of business specific to the equipment being

This is a calculated number. The formula is Last Actual Reading

Means a calendar month defined in the format YYYYMM.

A period used for defining consumption. In AMT calendar year

Causes of failure. For example, fatigue caused by over pressure

AMT HANDBOOK Scheduling Methods

Centrelines are generic projections for equipment (i.e. templates or

The amount of hours an equipment has consumed in a given period,

The date when a workorder settlement is closed in the ERP system.

This is an area of AMT, which is designed to allow a wide variety of

Section of a component in which fluids are stored (e.g. transmission

Component Codes are part of an equipment hierarchy being: cost

A mechanism used in AMT to identify failure modes of a specific

A method of depreciation, based on components, where the cost of

CBM is the process of interpreting Condition Monitoring data against

AMT HANDBOOK Scheduling Methods

known as Also known as Real-time Reliability Centered

A workorder which has been generated/created based on a

Specific configuration attributes of an Equipment Group which can

The word contract in AMT is an umbrella term which refers to

For usage based maintenance contract equipment, the term is

The mid-level of the contract relationship hierarchy, being

Variance in the actual contract (contract document) terms.

Means billings less cost of sales less expenses.

Means the amount of contribution taken to an organisations profit

Means the purchase cost of parts, labour and miscellaneous.

In AMT the cost bearers are set as customer (revenue), contract

Special type of contract provided by OEMs where components

A Cost Centre will typically refer to an organisational and/or

AMT HANDBOOK Scheduling Methods

It is a high level definition of the responsibility for equipment. For

Actual costs incurred to date, typically sourced from the ERP

Cost Types are part of an equipment hierarchy being. Cost type

An AMT projection which reflects actual costs incurred to date plus