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    Slide 1 Max Zornada (2010)

    Project Managing Start Up and

    Commissioning

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    Slide 2 Max Zornada (2010)

    Planning and Project Management

    Planning Principles

    Work Breakdown Structures

    The Critical Path Method of Project Planning andControl

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    Slide 3 Max Zornada (2010)

    Planning Principles

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    Slide 4 Max Zornada (2010)

    Planning for Commissioning Events

    Worklist

    Definition

    Task/Job

    Planning

    Scheduling

    Execute

    and Control

    Post Audit

    & Review

    Five key phases

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    Slide 5 Max Zornada (2010)

    Planning for Commissioning Events

    Worklist

    Definition

    Task/Job

    Planning

    Scheduling

    Execute

    and Control

    Post Audit

    & Review

    Develop the overall work list

    Specify all task requirements

    Agree scope and specification

    Obtain support information

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    Slide 6 Max Zornada (2010)

    Planning for Commissioning Events

    Worklist

    Definition

    Task/Job

    Planning

    Scheduling

    Execute

    and Control

    Post Audit

    & Review

    Develop all job methods andprocedures

    Organise support documents

    Define materials and equipmentrequirements

    Define resource requirements

    Define other requirements

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    Max Zornada (2010)

    Unique

    Identifier

    Detail work

    procedure

    Feedback

    information& Notes

    Step

    completed

    check

    Procedure M0352

    Commissioning ProcedureO.K. Note

    1Carry out flame failure test procedure. ( ) ( )

    Ruston TB-6G2C-135 Item 4

    2Repack auxilliary electric motor bearings ( ) ( )

    3Check all pumps for noisy operation ( ) ( )

    4 Inspect all couplings ( ) ( )

    5Repack and overhaul as necessary ( ) ( )

    6Check physical condition and carry out insulation test on ( ) ( )7 Ignition leads. ( ) ( )

    Minimum 100 M Ohms on 500 V Megger

    Replace as necessay.

    8Change out ignition plugs ( ) ( )

    9Check all solenoid valves for leakage and correct operation ( ) ( )

    9.1Sol 1 : Igniter Gas ( ) ( )

    9.2Sol 2: Starter engagement ( ) ( )

    9.3Sol 31, 3B, 4A, 4B: Blow off valves ( ) ( )

    9.4Sol 5: Main Fuel Gas ( ) ( )

    9.5Sol 7: Pilot Slam Shut ( ) ( )

    10Carry out end-to-end operational check of the engine air inlet ( ) ( )duct and filtration system

    See Donaldson TTD information contained in LRP

    Mechanical Catalogue Volume 3 Section A-2

    11Carry out alignment check between engine and driven ( ) ( )

    machine. Compare with required alignment readings

    held by Rotating Equipment Supervisor.

    Adjust as necessary.

    12 In conjunction with combuster inpection, carry out borescope ( ) ( )

    inspection.

    13Carry out in-situ visual inspection of the main gera box internals ( ) ( )

    (Ruston TB-6A3-1) for wear and contamination.

    14Carry out a complete governor calibration ( ) ( )Ruston TB-6G3B-1C ( ) ( )

    Ruston TB-6G3C-94 ( ) ( )

    Notes:

    Procedure continued on next page Page 1 or 7

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    Max Zornada (2010)

    Planning for Commissioning Events

    Worklist

    Definition

    Task/Job

    Planning

    Scheduling

    Execute

    and Control

    Post Audit

    & Review

    Develop all job networks and/or ganttcharts depending on level of planning;

    Input plans into schedule;

    Optimise the schedule; Produce final working schedule;

    Produce control documentation.

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    Max Zornada (2010)

    Planning for Commissioning Events

    Worklist

    Definition

    Task/Job

    Planning

    Scheduling

    Execute

    and Control

    Post Audit

    & Review

    Monitor progress and performance;

    Update the schedule on a regularupdate & report cycle;

    Plan and integrate emergent work; Optimise the schedule;

    Develop punchlists;

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    Max Zornada (2010)

    Planning for Commissioning Events

    Worklist

    Definition

    Task/Job

    Planning

    Scheduling

    Execute

    and Control

    Post Audit

    & Review

    Debrief to gain learning;

    Review job methods and schedules;

    Modify for future use and file;

    Standardise repeatable jobs;

    File data and documentation.

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    Slide 11 Max Zornada (2010)

    Approaches to Estimating WorkRequirements

    Best Guess and Experience

    Historical information

    Standards

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    Slide 12 Max Zornada (2010)

    Best Guess & Experience

    Where the planner has had previous commissioningexperience, they may be familiar with the type ofwork involved and draw on personal experience inorder to estimate the work;

    Use of Experts:

    Refer to an expert for the type of work underconsideration;

    Usually other managers, engineers, supervisorsand operators previously involved incommissioning projects.

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    Slide 13 Max Zornada (2010)

    Historical Data

    Provides the amount of time estimated to accomplish thesame or similar work;

    Provides the time spent to accomplish similar work;

    Refer to history file - computer system and hardcopy;

    Questions to consider:

    Were the working conditions the same;

    Did the work go as planned; Were the work requirements the same.

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    Slide 14 Max Zornada (2010)

    Standards

    Definition:-

    A measure of comparison or acceptability used as abenchmark for measuring performance;

    Proprietary standards: Developed by individuals and corporations for their

    own use;

    Most are based on historical data and experience.

    Public domain standards:

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    Slide 15 Max Zornada (2010)

    Work Breakdown Structures

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    Slide 16 Max Zornada (2010)

    What is a Work Breakdown Structure (WBS)

    The Work Breakdown Structure provides a basis for dividinga project level scope into manageable, definable packages ofwork;

    The WBS provides a mechanism for translating the project

    (shutdown) objectives into a supporting hierarchy ofdeliverables to be provided by the project;

    Is a planning tool that increases the probability that everymajor and minor activity will be identified;

    Allows for the complete project to be described in terms ofthe sum of all its elements;

    Allows for easier identification of logical work packages forwork allocation and control of work execution.

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    Slide 17 Max Zornada (2010)

    Work Breakdown Structures Example

    Petrochemical Plant CommissioiningPetrochem Plant

    Gas Plant CSP LRP Utilities

    Tower Compressors Reboiler A Coolers

    Compressors Turbines Lube Oil System Valves

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    Slide 18 Max Zornada (2010)

    Work Breakdown Structure

    Provides a framework for .. Developing an appropriate organisational structure required

    to control the project;

    The development of general ledger structure used for

    budgeting, actual cost recording and reporting, cost control;

    Development of an effective structure for managing andcoordination of outsourcing and subcontracting the whole

    project or elements;

    Determining at what level the project should be planned togive the best control, including definition of milestones,detailed plans and reporting/feedback timeframes.

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    Slide 19 Max Zornada (2010)

    Work Breakdown as a mirror of the

    General Ledger StructureProject Budget

    Cost Centre 1 Cost Centre 2 Cost Centre 3 Cost Centre 4

    Cost Centre 2.1 Cost Centre 2.2 Cost Centre 2.3 Cost Centre 2.4

    Cost Centre 2.2.1 Cost Centre 2.2.2 Cost Centre 2.2.3 Cost Centre 2.2.4

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    Slide 20 Max Zornada (2010)

    Developing work packages, contracting,

    planning and control issuesPetrochem Plant

    Gas Plant CSP LRP Utilities

    Tower Compressors Reboiler A Coolers

    Compressors Turbines Lube Oil System Valves

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    Slide 21 Max Zornada (2010)

    Developing work packages, contracting,

    planning and control issuesPetrochem Plant

    Gas Plant CSP LRP Utilities

    Tower Compressors Reboiler A Coolers

    Compressors Turbines Lube Oil System Valves

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    Slide 22 Max Zornada (2010)

    Developing work packages, contracting,

    planning and control issuesPetrochem Plant

    Gas Plant CSP LRP Utilities

    Tower Compressors Reboiler A Coolers

    Compressors Turbines Lube Oil System Valves

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    Slide 23 Max Zornada (2010)

    The Critical Path Method

    Project Planning and Control

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    Slide 24 Max Zornada (2010)

    Project Planning

    Project planning techniques emerged during the1950s

    Two almost identical techniques developed:Critical Path Method (CPM): Developed by

    DuPont to manage plant shutdowns;

    Program Evaluation & Review Technique

    (PERT): Developed by US Navy with BoozAllen Hamilton for the Polaris SubmarineProject.

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    Slide 25 Max Zornada (2010)

    The Critical Path Method

    Is a management tools that allows us to:

    Plan

    Establish a logical progression of work;

    Establish timings (schedule);

    Determine resource requirements;

    Develop a budget;

    Control Control progress;

    Control costs.

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    Slide 26 Max Zornada (2010)

    New mini-plant commissioning

    Task

    Description

    Task

    Code Analysis

    Engineering

    Resources

    (No. of people)

    Task Est

    Duration

    (Days)

    Installation integrity check

    Instrument check/calibrations

    Pressure testing and cleaning

    Loop checks

    Link into central control room

    Documentation compile/update

    Preparation of sign-off certs.

    Tie-in to existing plant header

    Commissioning operating trails

    A

    B

    C

    D

    E

    F

    G

    H

    I

    J

    Start

    Depends on A

    Depends on A

    Depends on B

    Depends on C and D

    Depends on E

    Depends on A

    Depends on E and G

    Depends on E and G

    Depends on F, H and I

    1

    1

    1

    1

    1

    1

    1

    1

    1

    1

    8

    4

    4

    2

    3

    10

    5

    2

    6

    10

    Run up to operation conditions

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    Slide 27 Max Zornada (2010)

    Doing the precedence analysis ...

    For each task - identify its immediatepredecessor(s) - what tasks must finish before itcan start;

    Need to assume unlimited resources available - I.e.no resource constraints;

    Estimate resources and duration assuming the taskwill be done in the usual way;

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    Slide 28 Max Zornada (2010)

    Precedence AnalysisChanging a Tyre

    Stop the

    car

    Get tools

    from boot

    Loosen

    wheel nutsSet up

    JackJack up

    car

    I f you are on your own

    Stop the

    car

    Get tools

    from boot

    Loosen

    wheel nuts

    Set up

    Jack

    Jack up

    car

    Assume unlimi ted resources

    A B

    C

    D

    E

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    Slide 29 Max Zornada (2010)

    The Network Diagram

    A

    B

    C

    D

    E

    F

    I

    HG

    J8

    4 2

    4

    5

    3

    10

    6

    2

    FinishStart 10

    Activity Duration

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    Slide 30 Max Zornada (2010)

    Approaches to CPM Networks

    A

    B

    C

    D

    A

    B

    C

    D

    Precedence Method

    Activity-on-NodeActivity-on-Arrow

    Dummy

    task

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    Slide 31 Max Zornada (2010)

    The Critical Path

    00 8

    8

    8

    1212

    12

    14

    14

    8 13

    17

    17 27

    17 23

    1917

    27 37 37

    A

    B

    C

    D

    E

    F

    I

    HG

    J8

    4 2

    4

    5

    3

    10

    6

    2

    10Start Finish

    8 1212 14

    0 8 10 140

    14 17 21 27

    16 2125 27

    27 37 37

    17 27

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    Slide 32 Max Zornada (2010)

    The Bar Chart Schedule (Gantt Chart)

    A

    B

    C

    D

    E

    F

    G

    H

    I

    J

    Days

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40

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    Slide 33 Max Zornada (2010)

    Add the resources required by each taskper day ..

    A

    B

    C

    D

    E

    F

    G

    H

    I

    J

    Days

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40

    1 1 1 1 1 1 1 1

    1 1 1 1

    1 1 1 1

    1 1 1 1 1

    1

    1 1 1

    1

    1 1

    1 1 1 1 1 1

    1 1

    1 1 1 1 1 1 1 1 1 1

    1 1 1 1 1 1 1 1

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    Slide 34 Max Zornada (2010)

    Calculate the resources required by theproject per day ..

    A

    B

    C

    D

    E

    F

    G

    H

    I

    J

    Days

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40

    1 1 1 1 1 1 1 1

    1 1 1 1

    1 1 1 1

    1 1 1 1 1

    1

    1 1 1

    1

    1 1

    1 1 1 1 1 1

    1 1

    1 1 1 1 1 1 1 1 1 1

    1 1 1 1 1 1 1 1

    1 1 1 1 1 1 1 1 3 3 3 3 2 1 1 1 1 3 3 2 1 1 1 1 1 1 1 1 1 1 1 1 1 1222

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    Slide 35 Max Zornada (2010)

    Transfer to a Labour Histogram

    0

    0.5

    1

    1.5

    2

    2.5

    3

    3.5

    Num

    bero

    fPeop

    leReq

    uire

    d

    1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37

    Days

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    Slide 36 Max Zornada (2010)

    Assume resources initially allocated tothis project is 2 people .

    Normal resourcing level in this group

    0

    0.5

    1

    1.5

    2

    2.5

    3

    3.5

    Num

    bero

    fPeop

    leReq

    uire

    d

    1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37

    Days

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    Slide 37 Max Zornada (2010)

    Revised Gantt Chart Schedule

    A

    B

    C

    D

    E

    F

    G

    H

    I

    J

    Days

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 39 40

    1 1 1 1 1 1 1 1

    1 1 1 1

    1 1 1 1

    1 1 1 1 1

    1

    1 1 1

    1

    1 1

    1 1 1 1 1 1

    1 1

    1 1 1 1 1 1 1 1 1 1

    1 1 1 1 1 1 1 1

    1 1 1 1 1 1 1 1 1 1 2 2 2 2 2 2 2 2 2 2 2 2 2 2 1 1 1 1 1 1 1 1 1 1222

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    Slide 38 Max Zornada (2010)

    Revised Labour Histogram

    0

    0.5

    1

    1.5

    2

    2.5

    3

    3.5

    Num

    bero

    fPeop

    leReq

    uire

    d

    1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37

    Days

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    Slide 39 Max Zornada (2010)

    Revised Labour Histogram

    0

    0.5

    1

    1.5

    2

    2.5

    3

    3.5

    Num

    bero

    fPeop

    leReq

    uire

    d

    1 3 57 9

    11 13 15 17 19 21 23 25 27 29 31 33 35 37

    Days

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    Slide 40 Max Zornada (2010)

    Summary of Key Steps

    Define Scope of Work;

    Do Precedence Analysis;

    Construct Network;

    Do Forward Pass to determine earliest start date; Do Backward Pass to determine:

    Critical Path;

    Float.

    Transfer information to Gantt Chart to construct schedule;

    Add resource information and construct resource histogram;

    Optimise the schedule.

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    Slide 41 Max Zornada (2010)

    The Greenfield Plant Start UpCritical Path Planning Skills Practice Case Study

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    Slide 42 Max Zornada (2010)

    The Greenfield Plant CommissioningCritical Path Planning Skills Practice Case Study

    The Greenfield company will be

    commissioning a new Fractionation Plant

    which they will be tie-ing into their existing

    gas and liquids processing plant.

    The high-level scope of work for thecommissioning is given on the following page.

    An overall manager has been appointed to

    oversee the start up scope of work.

    Assume 1 person is required for each task for

    the full duration of the task. These people canbe considered as fully multi-and-cross skilled

    and can do any of the tasks).

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    Slide 43 Max Zornada (2010)

    Selection of Plant Manager and Management Personnel

    Site Survey and Soil test

    Extension of Roads, Water, Utilities, Sewer

    Selection and purchase of equipment

    Final engineering plans for construction

    Employment interviews and hiring

    Equipment delivery

    Construction of facility

    Precise layout of plant

    Institution of management systems for control of

    production, inventory, purchasing, accounting etc.

    Employee training

    Equipment and System installation & commissioning

    A

    C

    D

    E

    F

    G

    H

    J

    K

    L

    B

    I

    The Greenfield Plant Commissioning S.O.W.

    Code Activity Description

    Immediate

    Predecessor

    Time

    (Months)

    None 3

    None 1

    None 6

    A 2

    B 3

    A 3

    D 9

    E 11

    D,E 1

    A 4

    F,G,H 2

    G,H,I,J 1

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    Slide 44 Max Zornada (2010)

    The Greenfield Plant CommissioningCritical Path Planning Skills Practice Case Study

    Draw a critical path network for the start up usingthe information provided and identify the critical

    path;

    Draw a Gantt chart schedule.

    Draw a resource histogram.

    How would you go about optimising the schedule

    to develop a final working schedule.

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    Slide 45 Max Zornada (2010)

    Short-Cut Approach to Planning

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    Slide 46 Max Zornada (2010)

    Short Cut Approaches to Planning

    Tasks

    Project Start-upTeam training & briefingSet up computer systemDefine input requirementsSource input requirementsTrial with manual inputDevelop interfaces

    Trial run thru interfacesProduce draft reportsBusiness review meetingDevelop documentationHandover of systemDebrief

    2211111

    111222

    0.514.51112

    10.50.540.50.5

    Consultants Durn in Weeks

    Project: Operational Reporting System ImplementationList project

    tasks, estimate

    durations andresources

    required.

    Use your own

    judgement.

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    Slide 47 Max Zornada (2010)

    Layout project tasks on planning proforma

    Weeks

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27

    Project Start-up

    Team training & briefingSet up computer system

    Define input requirementsSource input requirementsTrial with manual inputDevelop interfacesTrial run thru interfacesProduce draft reportsBusiness review meetingDevelop documentation

    Handover of systemDebrief

    221

    11111112

    22

    Task

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    Slide 48 Max Zornada (2010)

    Time Phase the tasks according to logicalrelationships (dependencies & precendence)

    Use your own judgement.Weeks

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27

    Project Start-up

    Team training & briefingSet up computer systemDefine input requirementsSource input requirementsTrial with manual inputDevelop interfacesTrial run thru interfacesProduce draft reports

    Business review meetingDevelop documentationHandover of systemDebrief

    2

    21111111

    1222

    Task

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    Slide 49 Max Zornada (2010)

    Determine resources required for eachplanning unit (in our case - per week)

    Weeks

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27

    Project Start-up

    Team training & briefing

    Set up computer systemDefine input requirementsSource input requirementsTrial with manual inputDevelop interfacesTrial run thru interfacesProduce draft reportsBusiness review meetingDevelop documentationHandover of systemDebrief

    2211111111222

    2 2 2 2 2 2 2 3 3 2 2 2

    Task

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    Slide 50 Max Zornada (2010)

    Draw resource histogramWeeks

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27

    Project Start-upTeam training & briefing

    Define input requirements

    Trial with manual inputDevelop interfacesTrial run thru interfacesProduce draft reportsBusiness review meeting

    Handover of systemDebrief

    2211111111222

    Tasks

    Set up computer system

    Source input requirements

    Develop documentation

    Weeks

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27

    2 2 2 2 2 2 2 3 3 2 2 2

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    Slide 51 Max Zornada (2010)

    Short cut approach planning and control tools

    Gantt chart can be set up on Excel spreadsheet;

    Draw schedule bars using cell shade function;

    Add up columns and using graphing function toplot resource histogram;

    If labour rates and other costs are known, multiplyout to calculate project budget and cashflow

    schedule;Use graphing function to plot cashflow profile.

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    Slide 52 Max Zornada (2010)

    Example:Project Gantt Chart & Resource Histogram on Excel

    Schedule bars are drawn using thecell pattern function

    Float drawn using the cell borders

    function.

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    Slide 53 Max Zornada (2010)

    Short Cut Approach to Project Control

    Weeks

    1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27

    Project Start-up

    Team training & briefing

    Set up computer systemDefine input requirementsSource input requirementsTrial with manual inputDevelop interfacesTrial run thru interfacesProduce draft reportsBusiness review meetingDevelop documentationHandover of systemDebrief

    2211111111222

    2 2 2 2 2 2 2 3 3 2 2 2

    Task

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    Slide 54 Max Zornada (2010)

    Project Plan Updates and ReportingTricks of the Trade

    For neat single page print-outs of large plans, cut andpaste from Excel to PowerPoint and resize the pastedobject to fit on a page. (Paste as Picture Enhanced

    Metafile or as Device Independent Bitmap); Use every second row for the plan, then use the other

    row to plot progress (shade in a different colour orusing a different pattern);

    Changes to plan, growth in scope etc. can beaccommodated by inserting rows and columns;

    Always keep a separate copy of the original plan forreference.

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    Slide 55 Max Zornada (2010)

    Short-Cut Method Outcomes

    Gantt Chart Schedule - Timing, Delivery Date

    Resource Histogram - Resource Profile/DecisionOptions;

    From Resource Histogram can derive Cost ControlGraph (if necessary)

    Very quick to set up, to update as project

    progresses and can easily be made to produce veryuser friendly reporting formats.

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    Slide 56 Max Zornada (2010)

    Tie-in of Compressor Gas Cooler DBank

    Code Task Description

    Dependencies

    (Depends on)

    Duration

    (Hours)

    Crew

    A CSP Compressor isolations Start 1 1F

    B Remove bolts from old header Start 2 1F

    C Remove old header A,B 1 2F

    D Erect new pipe rack extensions C 3 1F

    E Install new header D 1 1F

    F Bolt up header to existing system E 1 1F

    G Flush out new cooler E 1 1F

    H Finish of pipe rack E 3 1F

    I Bolt up new header to new cooler F,G 1 1F

    J De isolate compressor I,H 1 1F

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    Tie-in of Compressor Gas Cooler DBank

    Exercise

    1. Draw a Gantt chart schedule directly from theinformation given above, without drawing acritical path network first. Use your own

    judgement in translating the information aboveinto a Gantt chart.

    2. Use your Gantt chart to develop a labour histogramfor this job.