Project Input Form
PTS Automation Specialist e-mail
*
Email
Customer Phone Number
Please enter a valid phone number.
Project Information
Project Name
*
Customer Information
Company Name
*
Customer Email
*
Customer Name
*
First Name
Last Name
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Customer Type
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End-User
Machine Builder
OEM
Project Type
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Panel - Design & Build
Modification to existing system (Programming, Machine, etc.)
New Application (Programming, Machine, etc.)
Installation
Startup Support
Training
Other
Project Scope of Work (Per Customer Discussion)
*
If using voice memo then type "voice" in here
Is there a Machine Specification we need to follow? (If so, what are they?)
*
Please type in scope or additional notes if it doesn't fit in this text box.
UL Rating Required?
Yes
No
Customer Specific Paint Color (e.g. RAL ####)
Type NO if none
Has a Scope of Work Document been provided by the customer?
*
Yes
No
Customer Provided? (Files On Sharefile?)
Specs
Drawings
Programs
Sequence of Operations
BOM for System
Parts for System
Sample Parts for Testing
Pictures/Videos
3D CAD for Parts
3D CAD for Machines that new system will have interactions with
Clear Pictures of Panel (Exterior and Interior) (PLC and PLC Rack Modules)?
*
Project Elements Per Scope
*
PLC
HMI (Visualization)
Motor Control
Variable Frequency Drives (VFD)
Servo Motors
Sensors (Proximity / Limit / Pressure), Measurement Specialty Sensors
Barcode / RFID (Traceability)
Vision
Data Collection and Networking
Safety
Conveyors
AMRs
Robotics
Pneumatics
Mechanical Design Necessary
Other: Please give detailed description of application in Project Scope Section
Panel Incoming Line Voltage
480VAC 3 Phase
208VAC 3 Phase
230VAC 3 Phase
220VAC
120VAC
Other
Panel Control Voltage
5VDC
24VDC
120VAC
24VAC
220VAC
Other
Programming Requirements (if any)
PLC Detail
PLC Brand/Model
PLC Project file provided?
Yes
No
HMI Detail
HMI Brand/Model
Current HMI Project file provided?
Yes
No
Motor Control Detail
VFD Detail
VFD Constant Torque or Variable Torque
Constant (Conveyor, Elevator)
Variable (Pump, Fan)
HOA Switch Needed (Hand-Off-Auto)
Yes
No
Who is Servo sizing?
PTSA
Customer Providing Servos
Has a conceptual drawing or sketch for this Servo application been shared with PTSA?
Yes
No
Servo details
Servo Motor Motion Profile
Example: Travel 300mm in 1.5 seconds, no requirement for achieving any specific speed during the move. Please provide as much detail as possible.
Sensors, Limit Switch, Measurement Sensor / Specialty Sensor and so on... Details
Please provide what sort of measurement is necessary if not explained
Barcode Reader / RFID Traceability Detail
Code reader RFID mounting description
Vision Detail
Multiple Parts?
Yes
No
Application and Part(s) Description
Include information on detection object, lighting environment, inspection criteria
Application Environment for Panel
Washdown, Oven, etc.
Is the panel indoors or outdoors for this application?
Indoor
Outdoor
In-panel Temperature Regulation? e.g. In-panel Air-conditioning, fans, etc.
Yes
No
Select what is required of this application
Data Collection
Networking
What data is the customer trying to collect and what DBMS are they using? (Database Management System)
Integrating with any of the following software systems?
MES (Manufacturing Execution System)
ERP (Enterprise Resource Planning)
SCADA (Supervisory Control and Data Acquisition
SAP (Systems, Applications & Products in Data Processing)
Other
Which Brand?
SYNAOS, LIFT, Ignition, Indusoft Aveva Edge, Red Lion, etc.
Industrial Communications Protocols to be Used
OPC UA
MQTT
Ethernet/IP
DeviceNet
CC-Link
EtherCAT
PROFINET
Other
Please describe any IT or cybersecurity concerns if there are any
Safety
Hardware Only
PTSA Safety Integration
Has there been a known incident?
Yes
No
Known Incident
Please explain how this incident happened.
Has a Risk Assessment been conducted?
Yes
No
Is a Safety Risk Assessment Required?
Yes
No
Do Safety Controls Exist in the system already?
Yes
No
Has the Customer provided a Safety Spec Document?
Yes
No
How many machines?
Single Machine
Multiple Machines
What Product is the conveyor moving?
Please list weights, dimensions.
Conveyor fundamentals
AMRs, Robots, any sort of robotic interaction with Conveyor?
Yes
No
Has the Customer provided an Safety Data Sheet Oil / Coolant / etc. ?
Yes
No
Conveyor Speed & Special Control Requirements
AMR Details
*
Payload weights, sizes, Drawings provided?
Decided how to call AMR to stations?
Routes and Stop Details chosen & provided?
Integration with conveyors or other equipment? Please explain
Payload Description
*
Weights, Dimensions, Upload all drawings to Sharefile if you have it.
How are we calling AMRs? HMI stations? Pushbuttons? Via their existent PLCs?
AMR Solution Type
*
Cart Solution
Conveyor Solution
Lifter Solution
Other: Describe in scope or in additional notes section
Robotics Detail
*
Do we provide EOAT & Design?
*
Yes
No
Task Type
*
3D Bin Pick and Place
2D Pick and Place
Palletizing / Depalletizing
Taking images from multiple angles with Camera on EOAT
Machine Tending (CNC, etc)
Welding (Keep in mind that PTSA will only handle the robot programming)
Other: Describe in scope or additional notes
Robot Sequence of Operations
*
Please get a video of the operator. Please be able to provide information on what they need.
Pneumatics Application Sequence of Operations and Description
Please provide a brief application description. Please provide Sequence of Operations if not provided.
Mechanical Application Sequence of Operations and Description
Production Rate?
Quote Type
*
Budget Verbal
Budget Formal
Hard Quote Formal
Quote Price Breakdown Requirements
*
Total Cost (One Line Item)
Itemized Quote (Multiple Line Items)
If Itemized Quote (Explain how you would like the quote to be split up)
*
Desired Quote Date
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Month
-
Day
Year
Desired quote dates under 2 weeks will not be accommodated.
Desired FAT Date
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-
Month
-
Day
Year
Factory Acceptance Testing at IMS or PTS
Desired SAT Date
*
-
Month
-
Day
Year
Site Acceptance Testing at Customer's
Desired Project Completion Date
*
-
Month
-
Day
Year
Available Field Service / On-Site Work Times
*
Monday - Friday 8AM-5PM
Monday - Friday (Overtime / Off Shift)
Saturday
Sunday / Holidays
Concerns, Specialty components, Additional notes
Whatever you do not recognize that is important to the application. If you see none then "none". If you don't know then please type "idk"
Qualification of Sales Leads for Projects
The questions in this section are designed to calculate ROI and estimated budget that we should fall around. Also to check if customers are just looking for a 3rd quote or if they're actually considering us.
Target Budget Range (If they already have one in mind)
If they already have a budget in mind
What is the Customer's Target ROI achievement timeline for this project?
1 year? 2 years? 3 years?
How many headcounts per shift are they targeting to reduce with this project?
*
How many operators or loaders are they replacing?
How long are their shifts and how many shifts are they running for this right now?
To calculate current annual cost.
How much do they pay their operators? (Not Necessary we assume $18-20/hour)
If we can get this number we would be very close to what they want.
Are we their first quote? If not, how many other quotes have they gotten so far?
*
If we are just their third quote for just comparing purposes then we will not put in the time.
Submit
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