gabrielmoreira CWICR Equipment Planner
Business Case
Problem Statement
Equipment is a major cost driver:
- What equipment is needed?
- For how long?
- Rent or buy?
- How to optimize utilization?
Solution
Equipment planning using CWICR equipment norms to calculate requirements, schedule usage, and analyze rental vs purchase decisions.
Business Value
- Accurate requirements - Based on validated norms
- Optimized utilization - Reduce idle time
- Cost analysis - Rent vs buy decisions
- Scheduling - Equipment availability planning
Technical Implementation
import pandas as pd
import numpy as np
from typing import Dict, Any, List, Optional, Tuple
from dataclasses import dataclass, field
from datetime import datetime, timedelta
from enum import Enum
from collections import defaultdict
class EquipmentCategory(Enum):
"""Equipment categories."""
EARTHMOVING = "earthmoving"
LIFTING = "lifting"
CONCRETE = "concrete"
COMPACTION = "compaction"
TRANSPORT = "transport"
POWER_TOOLS = "power_tools"
SCAFFOLDING = "scaffolding"
PUMPING = "pumping"
PILING = "piling"
OTHER = "other"
class OwnershipType(Enum):
"""Equipment ownership types."""
OWNED = "owned"
RENTED = "rented"
LEASED = "leased"
@dataclass
class EquipmentItem:
"""Equipment item requirement."""
equipment_code: str
description: str
category: EquipmentCategory
required_hours: float
required_days: int
daily_rate: float
hourly_rate: float
monthly_rate: float
total_cost: float
utilization_rate: float
operator_required: bool
operator_cost: float
fuel_cost: float
start_date: datetime
end_date: datetime
work_item_codes: List[str] = field(default_factory=list)
@dataclass
class EquipmentPlan:
"""Complete equipment plan."""
project_name: str
total_equipment_cost: float
total_operator_cost: float
total_fuel_cost: float
total_cost: float
equipment_items: List[EquipmentItem]
by_category: Dict[str, float]
schedule: Dict[str, List[str]]
# Equipment categories and typical rates
EQUIPMENT_DATA = {
'excavator': {
'category': EquipmentCategory.EARTHMOVING,
'daily_rate': 450,
'hourly_rate': 75,
'monthly_rate': 9000,
'fuel_per_hour': 15, # liters
'operator_hourly': 45
},
'crane': {
'category': EquipmentCategory.LIFTING,
'daily_rate': 800,
'hourly_rate': 150,
'monthly_rate': 16000,
'fuel_per_hour': 20,
'operator_hourly': 55
},
'concrete_mixer': {
'category': EquipmentCategory.CONCRETE,
'daily_rate': 150,
'hourly_rate': 25,
'monthly_rate': 3000,
'fuel_per_hour': 8,
'operator_hourly': 35
},
'compactor': {
'category': EquipmentCategory.COMPACTION,
'daily_rate': 200,
'hourly_rate': 35,
'monthly_rate': 4000,
'fuel_per_hour': 10,
'operator_hourly': 40
},
'pump': {
'category': EquipmentCategory.PUMPING,
'daily_rate': 300,
'hourly_rate': 50,
'monthly_rate': 6000,
'fuel_per_hour': 12,
'operator_hourly': 40
},
'scaffold': {
'category': EquipmentCategory.SCAFFOLDING,
'daily_rate': 50,
'hourly_rate': 0,
'monthly_rate': 1000,
'fuel_per_hour': 0,
'operator_hourly': 0
},
'loader': {
'category': EquipmentCategory.EARTHMOVING,
'daily_rate': 350,
'hourly_rate': 60,
'monthly_rate': 7000,
'fuel_per_hour': 12,
'operator_hourly': 40
},
'truck': {
'category': EquipmentCategory.TRANSPORT,
'daily_rate': 250,
'hourly_rate': 40,
'monthly_rate': 5000,
'fuel_per_hour': 15,
'operator_hourly': 35
}
}
class CWICREquipmentPlanner:
"""Plan equipment requirements from CWICR data."""
def __init__(self, cwicr_data: pd.DataFrame,
fuel_price: float = 1.5): # USD per liter
self.work_items = cwicr_data
self.fuel_price = fuel_price
self._index_data()
def _index_data(self):
"""Index work items for fast lookup."""
if 'work_item_code' in self.work_items.columns:
self._work_index = self.work_items.set_index('work_item_code')
else:
self._work_index = None
def _get_equipment_info(self, description: str) -> Dict[str, Any]:
"""Get equipment info from description."""
desc_lower = str(description).lower()
for equip_name, info in EQUIPMENT_DATA.items():
if equip_name in desc_lower:
return info
# Default equipment
return {
'category': EquipmentCategory.OTHER,
'daily_rate': 200,
'hourly_rate': 35,
'monthly_rate': 4000,
'fuel_per_hour': 10,
'operator_hourly': 35
}
def extract_equipment_requirements(self,
items: List[Dict[str, Any]],
project_start: datetime = None) -> List[EquipmentItem]:
"""Extract equipment requirements from work items."""
if project_start is None:
project_start = datetime.now()
equipment = defaultdict(lambda: {
'hours': 0,
'work_items': [],
'start_day': float('inf'),
'end_day': 0
})
for item in items:
code = item.get('work_item_code', item.get('code'))
qty = item.get('quantity', 0)
start_day = item.get('start_day', 0)
duration = item.get('duration_days', 1)
if self._work_index is not None and code in self._work_index.index:
work_item = self._work_index.loc[code]
equipment_norm = float(work_item.get('equipment_norm', 0) or 0)
equipment_desc = str(work_item.get('equipment_description',
work_item.get('category', 'General')))
equip_hours = equipment_norm * qty
if equip_hours > 0:
equip_key = equipment_desc
equipment[equip_key]['hours'] += equip_hours
equipment[equip_key]['work_items'].append(code)
equipment[equip_key]['description'] = equipment_desc
equipment[equip_key]['start_day'] = min(
equipment[equip_key]['start_day'], start_day
)
equipment[equip_key]['end_day'] = max(
equipment[equip_key]['end_day'], start_day + duration
)
# Convert to EquipmentItem list
result = []
for equip_key, data in equipment.items():
info = self._get_equipment_info(data['description'])
hours = data['hours']
# Calculate days needed
days_needed = int(np.ceil(hours / 8)) # 8-hour days
# Dates
start_date = project_start + timedelta(days=data.get('start_day', 0))
actual_days = max(days_needed, data.get('end_day', 0) - data.get('start_day', 0))
end_date = start_date + timedelta(days=actual_days)
# Utilization
available_hours = actual_days * 8
utilization = hours / available_hours if available_hours > 0 else 0
# Costs
equipment_cost = actual_days * info['daily_rate']
operator_cost = hours * info['operator_hourly'] if info['operator_hourly'] > 0 else 0
fuel_cost = hours * info['fuel_per_hour'] * self.fuel_price
result.append(EquipmentItem(
equipment_code=equip_key[:20],
description=data['description'],
category=info['category'],
required_hours=round(hours, 1),
required_days=actual_days,
daily_rate=info['daily_rate'],
hourly_rate=info['hourly_rate'],
monthly_rate=info['monthly_rate'],
total_cost=round(equipment_cost, 2),
utilization_rate=round(utilization * 100, 1),
operator_required=info['operator_hourly'] > 0,
operator_cost=round(operator_cost, 2),
fuel_cost=round(fuel_cost, 2),
start_date=start_date,
end_date=end_date,
work_item_codes=data['work_items']
))
return result
def generate_equipment_plan(self,
items: List[Dict[str, Any]],
project_name: str = "Project") -> EquipmentPlan:
"""Generate complete equipment plan."""
equipment = self.extract_equipment_requirements(items)
# Totals
total_equipment = sum(e.total_cost for e in equipment)
total_operator = sum(e.operator_cost for e in equipment)
total_fuel = sum(e.fuel_cost for e in equipment)
# By category
by_category = defaultdict(float)
for e in equipment:
by_category[e.category.value] += e.total_cost
# Schedule (equipment by date)
schedule = defaultdict(list)
for e in equipment:
current = e.start_date
while current < e.end_date:
date_key = current.strftime('%Y-%m-%d')
schedule[date_key].append(e.description)
current += timedelta(days=1)
return EquipmentPlan(
project_name=project_name,
total_equipment_cost=total_equipment,
total_operator_cost=total_operator,
total_fuel_cost=total_fuel,
total_cost=total_equipment + total_operator + total_fuel,
equipment_items=equipment,
by_category=dict(by_category),
schedule=dict(schedule)
)
def rent_vs_buy_analysis(self,
equipment_item: EquipmentItem,
purchase_price: float,
useful_life_months: int = 60,
residual_value_pct: float = 0.20) -> Dict[str, Any]:
"""Analyze rent vs buy decision."""
# Rental cost
rental_cost = equipment_item.required_days * equipment_item.daily_rate
# Ownership cost (simplified)
monthly_depreciation = (purchase_price * (1 - residual_value_pct)) / useful_life_months
months_needed = equipment_item.required_days / 30
ownership_cost = monthly_depreciation * months_needed
# Break-even analysis
break_even_days = purchase_price / equipment_item.daily_rate
break_even_months = break_even_days / 30
return {
'equipment': equipment_item.description,
'rental_cost': round(rental_cost, 2),
'ownership_cost_period': round(ownership_cost, 2),
'purchase_price': purchase_price,
'recommendation': 'RENT' if rental_cost < ownership_cost else 'BUY',
'savings': abs(rental_cost - ownership_cost),
'break_even_months': round(break_even_months, 1),
'utilization_rate': equipment_item.utilization_rate
}
def optimize_utilization(self,
equipment: List[EquipmentItem],
target_utilization: float = 80.0) -> Dict[str, Any]:
"""Analyze and suggest utilization improvements."""
analysis = {
'underutilized': [],
'well_utilized': [],
'overutilized': [],
'recommendations': []
}
for e in equipment:
if e.utilization_rate < target_utilization - 20:
analysis['underutilized'].append({
'equipment': e.description,
'utilization': e.utilization_rate,
'potential_saving': e.total_cost * (1 - e.utilization_rate / 100)
})
analysis['recommendations'].append(
f"Consider shorter rental period for {e.description} "
f"(current utilization: {e.utilization_rate}%)"
)
elif e.utilization_rate > target_utilization + 20:
analysis['overutilized'].append({
'equipment': e.description,
'utilization': e.utilization_rate
})
analysis['recommendations'].append(
f"Consider additional unit of {e.description} to reduce strain"
)
else:
analysis['well_utilized'].append({
'equipment': e.description,
'utilization': e.utilization_rate
})
analysis['average_utilization'] = np.mean([e.utilization_rate for e in equipment]) if equipment else 0
return analysis
def export_to_excel(self,
plan: EquipmentPlan,
output_path: str) -> str:
"""Export equipment plan to Excel."""
with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
# Equipment list
equip_df = pd.DataFrame([
{
'Description': e.description,
'Category': e.category.value,
'Hours': e.required_hours,
'Days': e.required_days,
'Daily Rate': e.daily_rate,
'Equipment Cost': e.total_cost,
'Operator Cost': e.operator_cost,
'Fuel Cost': e.fuel_cost,
'Total Cost': e.total_cost + e.operator_cost + e.fuel_cost,
'Utilization %': e.utilization_rate,
'Start': e.start_date.strftime('%Y-%m-%d'),
'End': e.end_date.strftime('%Y-%m-%d')
}
for e in plan.equipment_items
])
equip_df.to_excel(writer, sheet_name='Equipment', index=False)
# Summary
summary_df = pd.DataFrame([{
'Total Equipment Cost': plan.total_equipment_cost,
'Total Operator Cost': plan.total_operator_cost,
'Total Fuel Cost': plan.total_fuel_cost,
'Grand Total': plan.total_cost
}])
summary_df.to_excel(writer, sheet_name='Summary', index=False)
return output_path
Quick Start
from datetime import datetime
# Load CWICR data
cwicr = pd.read_parquet("TR_workitems_costs_resources_DDC_CWICR.parquet")
# Initialize planner
planner = CWICREquipmentPlanner(cwicr, fuel_price=1.5)
# Define work items
items = [
{'work_item_code': 'EXCV-001', 'quantity': 500, 'start_day': 0, 'duration_days': 10},
{'work_item_code': 'CONC-002', 'quantity': 200, 'start_day': 10, 'duration_days': 15}
]
# Generate plan
plan = planner.generate_equipment_plan(items, "Building A")
print(f"Equipment Cost: ${plan.total_equipment_cost:,.2f}")
print(f"Operator Cost: ${plan.total_operator_cost:,.2f}")
print(f"Total: ${plan.total_cost:,.2f}")
Common Use Cases
1. Rent vs Buy Analysis
for equip in plan.equipment_items:
analysis = planner.rent_vs_buy_analysis(equip, purchase_price=50000)
print(f"{equip.description}: {analysis['recommendation']}")
2. Utilization Optimization
optimization = planner.optimize_utilization(plan.equipment_items)
for rec in optimization['recommendations']:
print(rec)
3. Export Plan
planner.export_to_excel(plan, "equipment_plan.xlsx")
Resources
- GitHub: OpenConstructionEstimate-DDC-CWICR
- DDC Book: Chapter 3.1 - Equipment Resource Planning