Project: Signs & Markings Warehouse Inventory

[johnclary]

A feature within SMD Data Tracker to keep track of inventory available in the warehouse in real time and to transparently see turnover rates.

Background

Currently, Finance is having issues with the fact that there are no inventory counts so there is no data to provide justification on what items are considered high turnover. Would like to see more transparency with current status of inventory in the Signs & Markings Warehouse.

Scope & Deliverables

DTS is supporting this project in coordination with Signs & Markings and Finance. This project will require us to build out an inventory feature in the Signs & Markings Data Tracker application. This will need to include: a cycle count feature, restock item form, and either (1) pull inventory from materials used in work tickets or (2) an inventory check-in/check-out form.

Finance has also requested that we track Signs & Markings inventory items in the Finance & Purchasing Portal, similar to how Arterial Management tracks inventory there.

Desired Outcomes

• Full inventory item list in Data Tracker with unique commodity codes assigned
• To have cycle counts completed quarterly in the SMD Data Tracker application
• As materials are used, they’re deducted from an inventory number that is totaled in Knack
  • If this does not provide the level of accuracy requested by Finance, there will be a material check-in/check-out feature developed to track materials leaving the warehouse
• Ability to differentiate between Signs & Markings purchased materials from other groups, e.g. ATSD, that need to be reimbursed

Timebox

• Finance would like to see counts performed by Signs & Markings in the SMD Data Tracker by January 2024
• Full build out of inventory feature TBD through work prioritization

References

• Miro Board
• SMD Inventory Plan

Previous Request Details

Enhancements to the Signs & Markings work order system to accommodate inventory materials tracking. AF: In management meeting 8/11 we are going to need to work on a quasi inventory system in Knack for materials with scheduled audits or reporting that identify SMD from others(Bond), I know there is something in place but please discuss and let me know what I need to do to make this happen, preferably by the start of FY21. Ask: As materials are used, they’re deducted from an inventory number that is totaled in Knack Ability to differentiate between SMB-purchased and materials from other groups, e.g. ATSD, that need to be reimbursed ← This will be increasingly frequent in the coming year so want to be prepared. Signs will be more complex; prefabricated vs custom signs with all sorts of components, could go so far as to calculate amounts of discarded materials This is another thing Susanne might be able to dig into. :)

Request details

• Requested by: Cesar & Dan V
• Executive sponsor: Anthony S
• Original Requested Date: 8/11/2020. Was put on hold until 11/3/2023.

https://atd-dts.gitbook.io/wiki/product-ops/dts-website#images The first image will be used as the project's thumbnail image on the website.

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This Github issue represents a project of Transportation Public Work's Data & Technology Services team. Project status is documented regularly in the comments below.

[amenity]

@johnclary - as you wrap up AMD's inventory, do you have a sense of the level of effort for this request? Is it reasonable to expect that we can begin work in Sprint 32?

Also, is there a specific ask from Susanne that we can speak with her about?

[amenity]

@amenity schedule for the end of this sprint.

[amenity]

@johnclary - please prioritize this.

[johnclary]

effort: 10 value: 11

[amenity]

Work to be done on the SMB side to determine what the highest need is here.

[johnclary]

Per most recent discussions with SMB staff we're leaving this in the backlog until they refine their inventory processes. See notes here.

[ChristinaTremel]

11/3 Update

Project for Signs & Markings Warehouse Inventory was again requested by Finance and TPW's Inventory Manager, Cesar.

• Started working on scoping this project with SMD, Cesar, and Dan at the beginning of October.
• Set up weekly check-in meetings to identify action items and ensure we're staying on track.

[dianamartin]

11/30

• Johnny's added whether Markings inventory items are active and inactive
  • ready to associate commodity codes
  • send to Corp. Finance to add commodity codes added to AIMs
• Cycle Count schedule for
  • every walk through meeting
  • Cycle counts (Can do this for Markings)
  • Inventory Prep 12/6
  • warehouse is clean and organized
    • labeling the racks, similar to Signals
    • Cesar's team can potentially help with that (but next 2 weeks is not available)
    • Backlog item: warehouse map
  • shut down material exchanges
  • scheduling with supervisors
  • Update by 12/7

Dec Goals

• Establish Commodity Codes
• Inventory Counts (Markings)

Fast Moving Items (new year)

• Thermo, beads, legends, RPMs, bituminous adhesive, 4" white strips (use other assets)
  • Cycle Counts
  • Restock Counts
  • ability to know which fast turning items are moving
  • specification reports
  • SMD PowerBI dashboard - discovery on if this is useful for now