Machineries
This section describes the functionality of the Machineries module.
1.1 Machinery Types
To start creating machinery types the user must navigate the Main Menu to:
Machineries Menu > Machineries Set up > Machinery types
From here the user will be to add as many machinery type as the company sees fit. To do so the user must click on the plus “+” and enter machinery type code, description and internal price.
Other fields are also available for entries but are not required.
Here the new entry is highlighted in green as it has not yet been saved and the data is entered manually by typing.
Once done with adding the necessary machinery types the user must save.
🎥 Video – Screen: Machinery Types
1.2 Machinery master file
To start creating or adding machinery the user must navigate the Main Menu to:
Machineries Menu > Machineries Master File
Here the user will see the full list of machineries in the database.
To create a new machinery, the user must click on the “+”.
On the machineries creation screen exists many different details and fields regarding the information about the machinery; however, the important ones are the following:
Machinery Code (REQUIRED FOR CREATION AND SAVING)
Machinery Description
Type code; (So it can be filtered into the proper categories when doing machinery requests)
Asset code; in order to correlate this machinery with asset depreciation and obtain cost
Item code; in order to link this machinery to an item which can be ordered when a machinery is requested and not available.
Once all the required basic data information is added the user must save.
🎥 Video – Screen: Machinery master file Machineries Web Manual
2 Machinery Cycle (Request, Availability, Allocation, Transaction)
2.1 Machinery Request
To start with the machinery request the user must navigate the Main Menu to:
Machineries Menu > Machinery Request
Here the user will find the list of all the machinery requests.
To create a new request the user must click on the “+”.
The creation screen has extra fields for information; however, the important ones for the first save are:
T date
Project Code (Will automatically fill company and branch code)
Branch Code
Company Code
After the first save, two new tabs will appear: Machinery request detail and Connected documents.
In the machinery details tab:
The user will select the “Machinery Type” he requires and the dates from / to. To do so, the user must click on the plus to add an empty row and populate the desired entries:
Select the desired machinery type
Select the desired Dates from / to
Set the quantity
Connected Documents Tab:
Similar to Masterfile, the user is able to attach the desired documents (Specifications, model, etc…).
Once the user is complete with all the data, it is now possible to transfer to allocation. To do so, the user must click on Transfer to Machinery Allocations button at the top of the request screen.
Machinery Availability:
The user is able to check the availability of machineries from the request screen by selecting the Previews drop down and clicking Machinery Availability.
🎥 Video – Screen: Machinery Request
2.2 Machinery Availability
While the machineries’ availability preview is available on most machinery screens, there is a dedicated screen by which the user is able to find the detailed availability for machineries.
The user must navigate the Main Menu to:
Machineries Menu > Machinery Availability
Select the Machinery Type from the list.
Select the Dates from / to.
Select the “Machineries” option.
Retrieve when done filtering.
Here will show the name of the projects on which the machine is being used on that day.
The list of machineries that are of the selected type.
Availability of each day in the selected range.
🎥 Video – Screen: Machinery Availability
2.3 Machinery Allocation
To navigate to the machinery allocation screen the user must use the Main Menu to:
Machineries Menu > Machinery Allocations
There are only two tabs on this screen and the Basic Data tab will carry over the information from the machinery request screen.
Machinery Allocation tab:
The dates the machineries are requested for.
The quantities requested.
The list of machinery types that were requested from Machinery Request.
The user must now select the specific machinery for each machinery type requested and assign it by using either the drop-down menu or the autofill selection.
The user is once again able to check machinery availabilities on this screen by clicking on Previews and selecting Machinery Availability.
Once the user has confirmed the machineries that he assigns to the request he must save.
Then the user has a second option in case the machineries are missing or if he doesn’t have enough.
The user can either create a requisition to start an ordering process for the needed machinery or he can go straight to creating an order if he has an order ready and needs approvals from procurement.
🎥 Video – Screen: Machinery Allocation
2.4 Machinery Daily Transactions
The user will also need to track the daily transactions of the machinery and assign the working hours to obtain the cost for the BoQ.
The user must navigate the Main Menu to:
Machineries Menu > Machinery Daily Trans
Here the user will have a full list of all the machinery daily transactions. To create a new one, the user must click on the “+”.
The important fields to save are:
Company Branch Project BoQ line or Primavera Activity Machinery Code Number of hours Daily Cost (Usually assigned automatically if assigned in machinery Masterfile)
Once done, the user can save and Entry Complete.
🎥 Video – Screen: Machinery Daily Transactions
2.5 Tank setup
To create a new tank the user must navigate the Main Menu to:
Machineries Menu > Machineries Set up > Tanks
Connect the fluid tanks to a project in case it’s a stationary tank in a project.
Connect the fluid tanks to an item code for the fluid it is carrying.
Connect the fluid tanks to actual machinery.
Name and code the fluid tanks.
The user is able to create stationary or mobile fluid tanks as well as assigning a machinery for them and an item code for the carried fluid.
🎥 Video – Screen: Tank setup
2.6 Tank Daily Transactions
Once the creation of tanks is done the user can then create tank transactions. The user must navigate the Main Menu to:
Machineries Menu > Tank Daily Transactions
Here, the user will see a list of all the daily tank transaction entries. To create a new one the user must click on the “+”.
The user now has two options when using tank transactions.
The user can fill from a main (stationary tank) to a mobile tank and take into consideration the tank refill and the fuel refill for the mobile tank.
The user will select the tank code from and input the units of fluid being transferred.
Alternatively, the user can fill from either mobile or stationary tank to a machinery being used on site by selecting the tank code from and the machinery code and inputting the units of fluid transferred.
🎥 Video – Screen: Tank Daily Transactions
3 Machinery Maintenance
3.1 Machinery Maintenance Type
The user must first set up the machinery maintenance type. To do this, the user must navigate the Main Menu to:
Machineries Menu > Machinery Maintenance > Machinery Maintenance Type
Here the user will see the full list of machinery maintenance types.
To add a new type, the user must click on the plus sign “+” to add an empty entry and then fill the code and the description manually.
Machinery maintenance types represent the maintenance titles such as “Per 100 hrs of usage” or “Every 10,000 kilometres of travel”.
Once done, the user must save.
🎥 Video – Screen: Machinery Maintenance Type
3.2 Machinery Maintenance Work Types
On this screen, similarly to the maintenance types, the work types need to be created as the independent steps or tasks that need to be carried out in order to perform the correct maintenance.
Examples include “Change oil”, “Check tire pressure”, “Spark plug”, and similar works.
These are list-like screens where the user will click on the “+” to input new entries for code and description manually.
🎥 Video – Screen: Machinery Maintenance Work Types
3.3 Machinery Damages
This is a list of damage types that needs to be created by the user.
To navigate to this screen, the user must use the Main Menu:
Machineries Menu > Machinery Maintenance > Machinery Damages Type
Similar to the previous screens, this is a list-like structure where the user will click on the “+” to input new entries for code and description manually.
🎥 Video – Screen: Machinery Damages
3.4 Machinery Maintenance by Machinery Types
This screen is used to create the correct preventive maintenance workflows by combining all previous maintenance setups.
The user must navigate the Main Menu to:
Machineries Menu > Machinery Maintenance > Machinery Maintenance by Machinery Types
Here the user will see the list of all maintenance workflows.
To create a new workflow, the user must click on the “+” where a new empty entry will appear.
The user will then assign the machinery type and the maintenance type in their respective columns.
On the right-hand side of the grid screen, the user must define the parameters on which the maintenance workflow is based.
For example, for cars with a maintenance type of 5,000 kilometres, the user will set the kilometres and the notification threshold before reaching the limit.
For machinery based on usage hours, such as drills, the user will assign the maintenance type of 100 hours and set the notification in advance of reaching the defined hours.
Once the grid screen setup is completed, the user must click on Works to set up the maintenance workflow or Spare parts to add the items required to complete the maintenance works.
In the pop-up window, the user will add the maintenance works by clicking on the “+” and selecting the required work types.
The user must then save.
Similarly, spare parts can be added by selecting Spare parts, clicking on the “+”, selecting the required items and inputting the desired quantities.
🎥 Video – Screen: Machinery Maintenance by Machinery Types
3.5 Machinery Maintenance Transactions
This screen is used to register all maintenance works performed on the machinery.
The user must navigate the Main Menu to:
Machineries Menu > Machinery Maintenance > Machinery Maintenance Transactions
Here the user will see the full list of machinery maintenance transactions.
To create a new transaction, the user must click on the plus sign “+”.
The important fields required for the first save are:
Machinery Code Machinery Maintenance Type Code Machinery Damage Type Date in
Once the user saves, the system will automatically create the required maintenance works and spare parts based on the predefined maintenance workflow.
Additional works can be added if required.
If stock is required, items can be transferred to MRF to begin the requisition process, and stock availability can be checked from the screen.
🎥 Video – Screen: Machinery Maintenance Transactions
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