Set it up in Maximo. Know what to do when it moves. Keep the data clean.
Most organizations that try to measure Planned Work % run into the same problem: they pick a formula, run a query, and get a number. Then nobody knows what to do with it. The number goes on a slide, someone nods at it in a meeting, and nothing changes. Three months later, someone asks why the number moved and nobody can explain it because nobody agreed on what "planned" means in the first place.
This guide solves that entire problem. It walks you through a three-tier classification approach that adapts to how your organization actually uses Maximo. Tier 1 uses WORKTYPE alone. Tier 2 adds schedule date verification. Tier 3 adds downtime classification. You start at the tier your data supports and move up as your processes mature. Every tier comes with verified Maximo field mappings, a step-by-step KPI Manager configuration walkthrough, a Cognos Analytics report design with four components (summary card, trend chart, work type breakdown, and bad actor table), seven annotated SQL queries you can run directly against your database, a Green/Yellow/Red threshold framework with a trigger-action matrix that assigns specific owners and deadlines, and nine root cause playbooks that map symptoms to Maximo queries and fix actions.
This guide is for maintenance managers who need to report this metric and defend the number. It is for reliability engineers who need to investigate when the number drops. It is for planners who need to understand how their work feeds the KPI. It is for Maximo administrators who need to configure KPI Manager, Start Center portlets, escalation rules, and conditional validations. It is for consultants implementing Maximo who want a reference that gives actual field names, not generic advice.
This is not a 5-page PDF with a formula and a benchmark. It is a 100-page operational control guide with a quick setup checklist you can hand to your Maximo admin Monday morning, a glossary of 25 terms, and a KPI logic reference card that maps the business rules to database filters. It takes you from "I need to measure this" to "I have ownership, thresholds, escalation rules, and a weekly review process."
This guide is part of the Maximo KPI Guide Series. Each guide follows the same 8-chapter, 27-section structure so you can build a complete work management scorecard one KPI at a time.
Get the guide and set it up this week.
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