PLA Plan Data Loader

About the Production Loss Analysis (PLA) 3-Plan Data Loader

Using the Production Loss Analysis (PLA) 3-Plan Data Loader, you can create the following records:

  • Production Plans
  • Production Data
  • Production Losses

About the Production Loss Analysis (PLA) 3-Plan Data Loader Requirements

If the following details are specified in the data loader workbook, ensure that they exist in APM:
  • Impact Code
  • OEE Code
  • Production Event
  • Production Profile
  • Production Unit
Tip:

You can use the Production Loss Analysis (PLA) 1-Admin and Production Loss Analysis (PLA) 2-Event Data Loaders to create the Production Event, Production Profile, and Production Unit records. You must, however, load them in the following sequence:

  • Production Loss Analysis (PLA) 1-Admin

  • Production Loss Analysis (PLA) 2-Event

Security Settings

The user who loads data must be associated with the following Security Groups and Security Roles:

  • MI Data Loader User Security Role

    -or-

    MI Data Loader Admin Security Role

  • MI Production Loss Accounting Administrator Security Group

    -or-

    A Security Role that is associated with the MI Production Loss Accounting Administrator Security Group

About the Production Loss Analysis (PLA) 3-Plan Data Loader Data Model

The following data model illustrates which records are supported by the Production Loss Analysis (PLA) 3-Plan Data Loader:

  • Elements shown in grey are imported into APM by the Production Loss Analysis (PLA) 3-Plan Data Loader.
  • Elements shown in green exist in APM and may be related to the data that is being loaded.

About the Production Loss Analysis (PLA) 3-Plan Data Loader General Loading Strategy

Best Practices

When using the Production Loss Analysis (PLA) 3-Plan data loader workbook, ensure that:

  • The ID fields (that is, row 2) in each worksheet do not include special characters or spaces.
  • Columns of each worksheet, including those representing custom fields, are not formatted as Text.
  • The first two rows of each worksheet are not modified.

Modification Requirements and Guidelines

To accommodate a new or an enhanced feature, APM may modify the data model from one version to the next. In this scenario, the data loaders will be modified and maintained by APM between releases.

Limitations

  • If you reimport a record that currently exists in APM, the newly imported record will replace the existing one in APM. The Production Loss Analysis (PLA) 1-Admin Data Loader does not create a duplicate record.
  • You must not modify the template of the data loader workbook.

Load Sequence

  1. Download the Production Loss Analysis (PLA) 3-Plan data loader workbook provided by APM:
  2. Identify the data requirements for exporting data from the legacy system into the data loader workbooks.
  3. Extract data from the legacy system to populate the data loader workbooks.
  4. Load data using the Production Loss Analysis (PLA) 3-Plan data loader workbook.
  5. Monitor the status of the data load operation and report results.
  6. Conduct tests in APM to ensure that the imported data is loaded properly.

About the Production Loss Analysis (PLA) 3-Plan Data Loader Workbook Layout and Use

To load data using the Production Loss Analysis (PLA) 3-Plan Data Loader, APM provides an Excel workbook, Production Loss Analysis (PLA) 3-Plan.xlsx, which supports baseline PLA in APM.

The following table provides a list of worksheets that are included in the Production Loss Analysis (PLA) 3-Plan data loader workbook.

Worksheet

Description

ProductionPlan

This worksheet is used to specify the Production Plan records.

PlanDetails

This worksheet is used to specify the Production Plan and Production Data records.

ProductionLossThis worksheet is used to specify the Production Loss records.

Color Coding

Certain columns in the worksheets have different functions and requirements. To illustrate this, they are color-coded.

The PLA Administrators can choose and assign colors to the Impact Codes, and you can apply the code from the drop-down list.
Note: Colors are not applied in the baseline configuration and are not essential to the workflows.

ProductionPlan Worksheet

Production Plan records store information about the quantity of Product you plan to produce within a certain period. In the ProductionPlan worksheet, you will specify the Production Plan records that you want to create.

Field Caption

Field ID

Data Type (Length)

Comments

Plan KeyMI_PRDNPLAN_KEYCharacter (255)This cell is required.

Enter a unique value.

Production Unit IDMI_PRDNUNIT_IdCharacter (255)

This cell is required.

The name of the Production Unit is case-sensitive.

Other worksheets within the workbook can reference the Production Unit using this value.

Profile IDsMI_PRDNPROF_IDsCharacter (255)

This cell is required.

Based on the type of Production Plan, enter a value in one of the following formats:

  • For a quantity-based concurrent or sequential plan: <Value of Profile ID>~<Quantity of Product to be produced sequentially>

    (for example, Diesel~100, Kerosene~200, Petrol~300)

  • For a time-based sequential plan: <Value of Profile ID>~<The date and time when the production of the Product ends>

    (for example, Diesel~2015-04-28 00:00:00, Kerosene~ 2015-08-29 00:00:00, Petrol~2016-01-30 00:00:00)

  • For a manual plan or a time-based concurrent plan: <Value of Profile ID>

    (for example, Diesel, Kerosene, Petrol)

To specify multiple Profile IDs, separate them using commas.

Plan Basis (TimeOr QuantityOrManual)MI_PRDNPLAN_PLAN_BASIS_CCharacter (255)

This cell is required.

Enter one of the following values:

  • T: To specify a time-based plan.
  • Q: To specify a quantity-based plan.
  • M: To specify a manual plan.
Data Entry FrequencyMI_PRDNPLAN_DATA_ENTR_FREQ_CCharacter (255)

This cell is required.

Enter one of the following values:

  • Hour
  • Shift
  • Day
  • Week
  • Month
  • Quarter
  • Year
  • Campaign
Start DateMI_PRDNPLAN_START_DATE_DDateThis cell is required.

Enter a value in the following format: YYYY-DD-MM hh:mm:ss.

End DateMI_PRDNPLAN_END_DDateThis cell is required.

Enter a value in the following format: YYYY-DD-MM hh:mm:ss This value must be greater than the Start Date.

Production Model (SequentialOr Concurrent)MI_PRDNPLAN_PRODU_MODEL_CCharacter (255)

This cell is required.

Enter one of the following values:

  • S: To specify a sequential plan.
  • C: To specify a concurrent or manual plan.
Shift Details (shift for one of the days is required)MondayCharacter (255)This cell is recommended.
  • Enter a value in the following format: hh:mm~hh:mm. For example, if the shift starts from 9:00 A.M. and ends at 5:00 P.M., enter the following value: 09:00~17:00.
  • To specify multiple Shift Details, separate them using commas. For example, to specify two shifts from 9:00 A.M. to 1:00 A.M., you can enter 09:00~17:00, 17:00~01:00.
  • Provide the Shift Details for at least one of the days in the week.
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

PlanDetails Worksheet

In the PlanDetails worksheet, you will specify the plan details for the Production Plan and Production Data.

Field Caption

Field ID

Data Type (Length)

Comments

Plan KeyMI_PRDNPLAN_KEYCharacter (255)This cell is required.

Enter the key that is assigned to the Production Plan that you want to reference. The ProductionPlan worksheet contains this value.

Production Unit IDMI_PRDNUNIT_IdCharacter (255)

This cell is required.

Enter the ID that is assigned to the Production Unit that you want to reference. The ProductionPlan worksheet contains this value.

Production Profile IDMI_PRDNPROF_IDCharacter (50)This cell is required.

Enter the Product Alias Name.

Line NumberMI_PRDNDATA_PLAN_DETAIL_ID_NNumericThis cell is required.

Enter values that begin with zero and then increment by 1 (that is, 0, 1, 2, 3, and so on). In addition, these values must be unique for the combination of Plan Key, Production Unit ID, and Production Profile ID.

Shift Start Date TimeMI_PRDNDATA_PERIOD_DDateThis cell is required.

Enter a value in the following format: YYYY-DD-MM hh:mm:ss.

Shift End Date TimeMI_PRDNDATA_END_TIME_DDateThis cell is required.

Enter a value in the following format: YYYY-DD-MM hh:mm:ss.

Planned ProductionMI_PRDNDATA_USEF_PROD_TIME_NNumericThis cell is optional.

Enter the quantity of the product that is planned to be produced in the defined period. It is measured in terms of Product UOM (for example, 50 Barrels).

Short Range PlanMI_PRDNDATA_SHTRNG_PLAN_NNumericThis cell is optional.

Enter a short-range planning value if it is to be used as a baseline for losses. It is measured in terms of Product UOM (for example, 50 Barrels).

ActualMI_PRDNDATA_ACTUAL_NNumericThis cell is optional.

Enter the actual production recorded in the defined period. It is measured in terms of Product UOM (for example, 50 Barrels).

MSCRMI_PRDNDATA_RATED_NNumericThis cell is required.

Enter the maximum sustained capacity rate. It is measured in terms of Product UOM per Production Rate UOM (for example, 50 Barrels/Day).

MSHRMI_PRDNDATA_MSHR_NNumericThis cell is recommended.

Enter the Maximum Sustained Hourly Rate (MSHR) to be applied to losses to calculate Estimated Downtime Hours (EDT). If a value is not entered, the EDT field will appear blank in the corresponding Production Plan. It is measured in terms of Product UOM (for example, 50 Barrels).

ProductionLoss Worksheet

Production Loss records store information about the loss of production caused by an event. In the ProductionLoss worksheet, you will specify the Production Loss records that you want to create.

Field Caption

Field ID

Data Type (Length)

Comments

Plan KeyMI_PRDNPLAN_KEYCharacter (255)This cell is required.

Enter the key that is assigned to the Production Plan that you want to reference. The ProductionPlan worksheet contains this value.

Production Unit IDMI_PRDNUNIT_IdCharacter (255)

This cell is required.

Enter the ID that is assigned to the Production Unit that you want to reference. The ProductionPlan worksheet contains this value.

Production Profile IDMI_PRDNPROF_IDCharacter (50)This cell is required.

Enter the Product Alias Name.

Line NumberMI_PRDNDATA_PLAN_DETAIL_ID_NNumericThis cell is required.

Enter values that begin with zero and then increment by 1 (that is, 0, 1, 2, 3, and so on). In addition, these values must be unique for the combination of Plan Key, Production Unit ID, and Production Profile ID.

Impact CodeMI_PRDNLOSS_IMPACT_CODE_CCharacter (255)This cell is optional.

Enter a value that matches an existing Impact Code in APM.

Loss AmountMI_PRDNLOSS_LOSS_AMOUNT_NNumericThis cell is optional.

Enter the amount of losses incurred. It is measured in terms of dollars.

OEE CodeMI_PRDNLOSS_OEE_CODE_CCharacter (255)This cell is optional.

Enter a value that matches an existing OEE Code in APM.

CommentMI_PRDNLOSS_COMMENT_CCharacter (255)This cell is optional.

Enter a value to describe the loss.

Event Id

MI_PRDNLOSS_PRDN_EVENT_C Character (250)This cell need not have a value; however, the column must exist in the worksheet.

Enter the Event ID of the Production Event.

Margin IdMI_MARGIN_IDCharacter (50)This cell is optional.

Enter the Margin ID of the Profile Margin.

EDTMI_PRDNLOSS_EDT_NNumericThis cell is recommended.

Enter the estimated downtime. It is measured in hours.

About the Production Loss Analysis (PLA) 3-Plan Data Loader Load Verification

About This Task

After you load data, you can access the Production Event records. In a successful import, all the calculations that are based on the imported data must be correct to the degree of accuracy specified in the Settings window in the PLA Administrator page.

You should perform the following steps in APM to confirm the accuracy and integrity of the data imported from the data loader workbook:

Procedure

  1. Access the details of the import job. In addition to the general information regarding the records that were loaded during the data load operation, these details may include error and warning messages pertaining to the records.
  2. In PLA, access the records specified in the data loader workbook, and then verify that the expected data is present or updated, as applicable.