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Welcome to Worley Parsons Project Management Training
Module 4 – Project Delivery Systems
Project Delivery Systems
INTRODUCTION
Project Delivery Systems
About this training session
Learning objectives
Overview of project delivery systems
Finance, Administration and HR tools
Project Management and Control tools
Engineering and Design tools
Data Management and Communication tools
Selecting appropriate project delivery tools
Project delivery system reports
Learning Objectives
On completion of this module, you will be able to : understand the Project Delivery Systems used at WorleyParsons to
manage projects request and interpret project reports in order to provide status reports and
track progress and performance against budget and schedule identify the key systems and their interfaces (information flows) to enable
effective project management identify, assess and select Project Delivery Systems for specific projects
and be familiar with the functions of these tools explain the functionality of the function specific tools selected by
WorleyParsons to improve the efficiency of project execution and communicate this information to the project team
consult with the location systems support personnel and where required with the Global Project and Improve Systems (PAIS) and Engineering Systems (ES) groups to set-up and configure the project delivery tool(s) for a specific project.
Project Delivery Systems
OVERVIEW OF PROJECT DELIVERY SYSTEMS
WorleyParsons Strategy
WorleyParsons Executive Committee (Exco) has endorsed the rollout of a consistent set of processes.
• WPMP: WorleyParsons Project Management Process – the WorleyParsons framework for project execution.
• EMS: Enterprise Management System – repository of standard workflows, procedures and templates.
WorleyParsons Strategy
ExCo has also endorsed the rollout of a consistent suite of project delivery systems with the following strategy:
Reduce the variety of systems, processes and tools
Provide access to WorleyParsons knowledge
Facilitate multiple office work sharing
Overview of Project Delivery Systems
Overview of Project Delivery Systems
Factors that determine choice of tools from WorleyParsons’ suite include:
• type of services
• size of project
• complexity of transactions and data to be managed
Use of standard tool kit will be the most economical and efficient outcome
Customers may have their preferences but any change to the standard tool kit to satisfy customer preferences will have cost and schedule penalties
Overview of Project Delivery Systems
As a Project Manager you will need to know :
what tools to use for different types of projects
what tools to use to complete different functions
how information flows between the tools so that you can use them effectively to manage and control each project
how to work with the systems support personnel to set-up and configure the project delivery tools for each project.
Project Delivery Systems
FINANCE AND ADMINISTRATION TOOLS(Supported by the GBS Team)
Project Delivery Systems - GBS
GBS is being rolled out to replace all existing Finance and HR management systems.
Single Environment• “On Demand” service from Oracle• Globally accessible
New modules for • Projects• Finance• HR
Interfaces with Global Standard WorleyParsons systems• InControl (service costs)• Prediction + (contractor costs)• SmartPlant Materials (committed costs and vendor invoices)
Rollout of GBS across the WorleyParsons locations
GBS
Initiate projects and proposals• Classify projects and proposals• Register project data
Time Management System• Collect EPCM service costs through the Time Management
System
Finance Systems• Collate actual service costs• Transfer to payroll and project control systems
HR Systems• Store and manage employee data
What does GBS do?
GBS
Project Delivery Systems
PROJECT MANAGEMENT AND CONTROL TOOLS(Supported by PAIS)
Project Delivery Systems – Project Controls
Project Delivery Systems - Estimating
• Aspen Capital Cost Estimator (ACCE) for the SELECT business line Identify and Evaluate Phases
• Quest Capital Cost Estimator for Class 2 to Class 4 estimates
• @Risk for risk modelling and analysis
Phas
eEs
timat
ing
Tool
sEVALUATE DEFINE EXECUTE OPERATEIDENTIFY
Aspen Capital Cost Estimator
Quest
@Risk
ACCE
What does ACCE do?
Supports the generation of conceptual and detailed cost estimates and schedules over the project lifecycle.
Creates accurate budgets from conceptual definitions
Configured to optimize utilities and piping as well as project relocation and scaling based on plant size.
Its ability to define contract structures for multiple contractors and vendors helps project leaders analyse execution strategies, manage change orders and control costs.
ACCEWhat are the benefits of ACCE?
Consistency and common knowledge base Speed in calculating and producing estimate with minimal input Area specific estimates (i.e. different specs.) can be combined Built-in “Expert Systems” for equipment foundations and pipe rack design
build Detailed material and labour indexing - easy adjustment of material costs
and labour hours Users can manually add any amount of items required that are not offered by
default Library / manual (user) input info storage Flag “illegal” and “out of range" entries Manpower Productivity Expert (MPE) module to examine productivity
differences due to working conditions, location and environmental factors Output is compatible for use with risk analysis tool Many reports to choose from
Quest
What does Quest do?
Aids in the preparation of major capital cost estimates.
Can help relieve the estimator of much of the number crunching that is inherent in the generation of an estimate.
Enhances the quality of estimates by automating the calculations within a disciplined structure and eliminating a major source of estimate errors.
Quest
What are the benefits of Quest? Automatic retrieval of industry standard information
Maximised computer calculation – reducing possible estimating errors
Automated budget consolidation
Ability to create multiple versions of an estimate to address different cases or options
Can be used to identify estimate trends during project implementation
Incorporates contracting philosophy and procurement plan for easy roll over to Cost Control
Aligned to coding (Code of Accounts) in other systems for easy transfer of data and single point data entry
@Risk
What does @Risk do?
Aids in the preparation of major capital cost estimates.
An Excel add-in that allows users to perform simulations and is typically used in the Evaluate, Define and Execute phases of a project for risk analysis.
Proven templates and reports – able to be shared between specialists in all WorleyParsons locations. An estimator can assess the likelihood of various best and worst case project budget scenarios.
Uses Monte Carlo-based simulation to run many possible outcomes.
@Risk
What are the benefits of @Risk ? Adds advanced modelling and risk analysis to Microsoft excel by
allowing:
• Development of the risk model – WorleyParsons uses its own model, tested and proven on many projects
• Identification of uncertainty – risk inputs
• Model analysis by simulation – risk outputs
Project Delivery Systems – Cost Control
• Services Cost and Progress Control in all phases
• PREDICTION + for TIC Cost Control and Construction Job Card Management
EVALUATE DEFINE EXECUTE OPERATEIDENTIFY
InControl
PREDICTION+
Phas
eC
ost T
ools
What does InControl do?
Specialist project services cost and progress control tool.
Built around WorleyParsons’ processes and procedures to allow projects to manage costs against budget, track progress, control scope and determine forecast in one place.
Brings together project budget costs, schedule and document data into a single repository.
Provides weekly, monthly and adhoc reports that are the cornerstone for the project controls group to advise project management on its status at any point in time.
InControl
What are the benefits of InControl?
WBS and discipline level control Detailed deliverable progress and forecast tracking Detailed resource budget control Variation management Productivity, earned value reporting Multi-currency reporting Interfaces with timekeeping and financial systems Interfaces with planning system
InControl
PREDICTION +
What does PREDICTION + do?
WorleyParsons owned integrated Project Management tool
Manages all aspects of Project controls for standalone projects or program/portfolio works.
Consists of a series of integrated application modules that communicate with each other through a centralised database that controls the flow and management of data.
PCS module provides real-time Total Installed Cost (TIC) and progress measurement management for projects and contracts.
PREDICTION +
What are the benefits of PREDICTION +? Project/program/portfolio details repository
Activities/transactions/deliverables repository
Total Install Cost (TIC) budget generation, control, forecasting and reporting
Project cost/commitments/expenditure reporting, KPIs and dashboards
Earned value/progress/forecasting
Cash flow management and invoicing
Change/variation management
Interfaces with engineering, materials, time, financial and planning systems
Project Delivery Systems - Planning
• Oracle Primavera 6 for logic based Planning and Schedule Control for all phases
• Oracle Primavera Risk for Schedule Risk Analysis for all phases
EVALUATE DEFINE EXECUTE OPERATEIDENTIFY
Primavera P6
Primavera Risk
Phas
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ng T
ools
Primavera P6
What does Primavera P6 do? Used for the development of a schedule/program for all
phases of projects.
Industry standard application suite - delivers full enterprise project portfolio management throughout the project lifecycle and across a range of project sizes and complexity.
Commercial planning application with an extensive range of functions including:
• logic based networking • critical path analysis • resource scheduling • import /export capabilities.
Primavera P6
What are the benefits of Primavera P6?
Provides integration capability with other systems
Enables us to deliver projects on time and within budget
Has import / export capabilities
Has powerful and configurable dashboards
Primavera Risk
What does Primavera Risk do? Simulates various scenarios using built-in templates for
qualitative/quantitative risk assessment, like quick risk feature and risk register configured to align to WorleyParsons risk management practices.
Primavera Risk Analysis uses advanced Monte Carlo-based cost and schedule analytics to provide full life-cycle risk management through the following types of risk models:
• estimate uncertainty,• task existence,• probabilistic branching,• fixed-cost uncertainty,• variable-cost uncertainty,• resource uncertainty,• conditional branching,• weather modelling.
Primavera Risk
What are the benefits of Primavera Risk?
Identifies common scheduling pitfalls that may result in misleading schedule or risk analysis results
Provide a comprehensive means of reporting project confidence levels
Project Delivery Systems
COFFEE BREAK
Project Delivery Systems
PROCUREMENT ANDCONTRACTS TOOLS
(Supported by PAIS)
Project Delivery Systems – Procurement and Contracts
Project Delivery Systems - Procurement
• SmartPlant Materials (SPM) for Materials Management
• CAMS for detailed administration of contracts
• Supplier Portal - Supplier registration portal for supplier registration, invitation, evaluation and selection
• Trade Wizard – Live solutions to International trade queries and compliance.
• RPS On-Demand – screening of customer, suppliers and other trading partners against restricted party lists from government institutions worldwide.
SmartPlant Materials
What does SmartPlant Materials do?
• SmartPlant Materials (SPM) provides control of materials and equipment through the Engineering, Procurement and Construction (EPCM) phases of a project.
SmartPlant Materials
What are the benefits of SmartPlant Materials? All specialist items, long lead items, large items, including equipment
can be fully managed and include links to specifications, drawing and data sheets.
Consistent equipment and item numbering, including corporate catalogues for bulk materials
Project-specific vendor lists
Totalling of items by part, description and vendor
Separate or multiple fabrication shops for materials supporting projects with multiple fabricators by geographic areas
Continuous material reconciliation
Global project work sharing and execution, using correct, complete, and consistent data.
By using a web-based and centralised environment, SPM allows a central synchronisation of a decentralised project organisation.
SmartPlant Materials (SPM)
4 integrated modules
SPRDSmartP
lant Reference Data
SPRDSmartP
lant Reference Data
SmartPlant Materials (SPM)
Provides material libraries at both corporate and project levels for use for materials revision and change management
Includes a Project Estimating functionality that you can use to generate estimates for new project bids
Historical SmartPlant Materials project data can be accessed to develop first estimates based on previous projects.
Enables corporate (project-independent) material data standardization, especially of bulk material. Data can be organized to suit the required corporate or country standards.
Data can be fed into design systems such as Plant Design System or Plant Design Management System
SmartPlant Reference Data (SPRD)
SPRDSmartP
lant Reference Data
SmartPlant Materials (SPM)Engineering &Procurement
Integration (E&PI)
Presents the most recent status of material items in the project so that you to control the flow of materials to avoid surpluses and shortages
Based on past experience of material usage and requisition patterns, rule-driven processes enable EPIM to automatically create material requisitions, translating the project engineering view into the project procurement view
SPRDSmartP
lant Reference Data
SmartPlant Materials (SPM)Material Supply Chain Management (MSCM)
Integrates interchanges between commodity suppliers, manufacturers, fabricators and freight forwarders
MSCM data can be integrated with the financial systems such as SAP or Oracle to control payment and invoicing
All procurement and relevant supply chain information is in the same database
Paperless integration of supplier performance and history measurement, supplier management, inquiry cycle, bid tabulation, purchase order/award, scheduling, progress/milestone control, tracking/tracing
SPRDSmartP
lant Reference Data
SmartPlant Materials (SPM)
Balances onsite personnel with material availability, assigning material to site inventories in the shortest possible time
Automated material receiving, forecasting, reservation, and allocation routines to control and manage materials in various site warehouses
SITE
CAMS
What does CAMS do?
Provides visibility into contracts, providing opportunities to identify cost savings, mitigate risk and improve compliance.
Functions include recording invoices, back-charges, claims and field instructions, monitoring compliance items and milestones, generating payment certificates and amending/revising contracts.
Uses task and event management, performance metrics, compliance monitoring, budget analysis, amendments, change orders, and contract correspondence.
Allows projects to centralise all contract packages and information, enabling collaboration across locations, supporting projects to share work across locations using the same core systems.
CAMS
What are the benefits of CAMS?
Full-scope contract management solution - from ‘request for information’ through the stages of contract creation, administration management, revenue/expense processing, and renewal cycles
The task and event alerts allow the contract manager to monitor the ongoing performance of the contract.
Central control and distributed management – with standard terms and conditions defined centrally and ‘localised’ including the ability to translate the contract into other languages
Management reporting - via the Internet with security access Compliance monitoring - items identified as requiring some form of
compliance can be tracked Generation of payment certificate within the application, tracking total
cost approved, remaining balance, recovery of advance payments, accounting for retention withheld etc.
Supplier Portal
What does Supplier Portal do? Secure online registration process that captures the relevant information
to support Supplier registration, invitation, evaluation and selection through to performance rating.
Supplier PortalWhat are the benefits of Supplier Portal?
Supplier self registration via External Web Portal One global database Web-based application enables easy access remotely Performance rating tracked against Supplier on project Knowledge at hand if Supplier is engaged in another project Follows a step process from Invited to Committed on each
Supplier Instant accessibility for all the project team Quick online training available immediately System Security – granular levels of access Provides a secure and accessible location for approved Supplier
records Supplier information available across locations/countries for
Workshare
Trade Wizard
What does Trade Wizard do? Single function, browser-based interactive query tool that can
provide quick answers to specific international trade related queries.
Powered by the industry's most comprehensive and robust database of global trade content for over 120 countries.
This content is sourced and analysed by the global content team at Management Dynamics Inc.
Trade Wizard
What are the benefits of Trade Wizard? Calculate the landed cost for a transaction including duties,
taxes, custom fees, port charges and all other import taxes Pay correct duties, often reducing total customs charges Take advantage of preferential trade programs
RPS On-Demand
What does RPS On-Demand do? Restricted Party Screening (RPS) provides a secure and
comprehensive method to quickly screen customers, suppliers and other trading partners against all restricted party lists from government institutions worldwide.
Prevents any illegal transactions with restricted entities or trade parties and avoid penalties.
Significantly reduces our corporate risk, liability and exposure to prohibited transactions.
RPS On-Demand
What are the benefits of RPS On-Demand? Complies with international trade regulations Accurately identifies restricted parties before goods are
shipped Prevents illegal transactions with band trading partners Preserves a complete audit trail Reduces corporate risk Avoids fines, penalties & sanctions
Project Delivery Systems
CONSTRUCTION ANDCOMPLETIONS TOOLS
(Supported by PAIS)
Construction and Completions
Project Delivery Systems:Construction and Completions
• PREDICTION+ JCS - Job Card Management System
• CMT – Completions Management Tool
• RFI – Electronic Management of Site Queries
EVALUATE DEFINE EXECUTE OPERATEIDENTIFY
PREDICTION+ JCS
CMT
Site Query Tool [RFI]
Phas
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onst
ruct
ion
&
Com
plet
ions
Too
ls
PREDICTION+ JCS
What does PREDICTION+ JCS do?
WorleyParsons owned integrated Project Controls tool - manages all aspects of Project controls for standalone projects or program/portfolio works.
Consists of a series of integrated application modules that communicate with each other through a centralised database that controls the flow and management of data.
The Job Card System (JCS) module is a structured low level tool which provides real-time management of the fabrication, construction and commissioning phases of the projects or program/portfolio works.
JCS is also suitable for planning and controlling Turnaround/Shutdown scopes of work.
PREDICTION+ JCS
What are the benefits of PREDICTION+ JCS?
Acts as a Job Card/Work Pack repository Can manage:
• estimating norms (hours/unit rates) and CTR generation• materials and drawings references/details and attachments • HSE/risk/QA/QC references/details and attachments• plant/equipment and resource allocation/assignment• manhours expenditure and quantities installed• and report on progress, performance and productivity
PREDICTION+ JCS
What are the benefits of PREDICTION+ JCS?
Acts as a Job Card/Work Pack repository Can manage:
• estimating norms (hours/unit rates) and CTR generation• materials and drawings references/details and attachments • HSE/risk/QA/QC references/details and attachments• plant/equipment and resource allocation/assignment• manhours expenditure and quantities installed• and report on progress, performance and productivity
CMT
What does CMT do?
An enterprise application system specifically developed to provide preparation and execution management for field commissioning activities and to support the WorleyParsons Completions Framework.
The combination of the Framework and CMT provides the methodology and functionality for a seamless start up on typical projects.
CMT
What are the benefits of CMT?
It is an enterprise software tool customized for WorleyParsons Built around a SQL database giving access remotely via internet Has layered security – network, SQL, application group and user level Can store and produce completions handover and turnover requirements Can manage test results – ( A&B check sheets etc.) Enables “intelligent” commissioning procedure status reporting Provides a facility for punch list management and tracking Can facilitate the management of equipment preservation Provides facility to manage as-builts
RFI
What does RFI do?
Electronically manages all technical questions/ queries This system is the vehicle that will circulate the query from
initiation to resolution via the email system Basis for reporting of quality performance via quality codes Basis for change management and claim avoidance
RFI
What are the benefits of RFI?
Web – Based Access Standard and/or customized reports and forms Reduces technical query turnaround cycle time Captures query details (dates, time, deliveries, categories) Manages all the data connected to all queries Expedites questions and answers to reduce impacts in the field
Project Delivery Systems
ENGINEERING AND DESIGN TOOLS(Supported by ES)
Project Delivery Systems – Engineering
Engineering Design Systems
3D Design System example
Engineering & Design Systems
3D CAD
Used for engineering analysis and design. Examples are:
• SACS for Offshore structural design• CAEPIPE / CAESAR II for Pipe Stress Analysis
Aspen Basic Engineering - Used for process & mechanical data management
Used to produce 3D engineering design• PDMS – Primarily used for 3D Offshore Plant Design• AutoPlant – Alternate 3D design system supported by
WorleyParsons
Used to produce 2D engineering design• Microstation – 2D design system supported by
WorleyParsons• AutoCAD – 2D design system supported by WorleyParsons
Discipline Specialist Engineering Software
2D CAD
Engineering & Design Systems: WorleyParsons Preferred Systems
Used for Piping & Instrument Design to develop intelligent P&IDs
Used to complete instrument & control engineering and design activities
Used as an intelligent Document and Data Management System
Used to complete electrical engineering & design activities
Used to produce 3D engineering design
Used to conduct design reviews
Used to produce specifications
Technology Roadmap
Time
Tech
nolo
gy
2D
3D
20001980 19901960
Manual
Integrated
1970
CAD – Computer Aided Drafting (dumb graphics) AutoCAD,
MicroStation, etc.
CADD – Computer Aided Drafting & Design (intelligent graphics)
Enterprise Engineering Software – An Integrated Design Environment
INFORMATION = Document Centric + Data Centric
2010
Drafting Productivity
Improve designReduce field
rework
Improve efficiencyReduce risk
Source: ReVisionz Inc
Engineering & Design Systems: Integration
Engineering & Design Systems
What are the Key Success Factors for successful execution of Engineering Design Systems on a project?
1) Get on to systems set-up early and with some priority – it will pay off!.
2) Engage support groups – do not wait until there is an issue
3) Review the status and application of checking and verification processes regularly
4) Make sure actions from Model Reviews are addressed and closed out
5) If team members suggest system improvements (including project specific reporting), arrange to review the suggestions with your group and the EDS team
Engineering & Design Systems
What are the Key Success Factors for successful execution of Engineering Design Systems on a project (continued)?
6) Ensure MTO development is controlled – on larger projects you may need someone in your team to coordinate this activity
7) Review model progress regularly with your team – don’t wait for the formal reviews
8) Induct your team members on the specific project set-ups and requirements for the EDS tools
9) Encourage interested team members to participate in the Communities of Practice (COPs)
10)If Workshare is involved, verify that the Supporting Office has the set-up information it needs and communication protocols are in place
Project Delivery Systems
DOCUMENT AND DATA MANAGEMENT TOOLS
(Supported by EDM)
Project Delivery Systems – Document & Data Management
Document & Data Management Systems
• ENCOMPASS for document management
• SPF for Document and Data Management especially when Data Integration is required
EVALUATE DEFINE EXECUTE OPERATEIDENTIFY
ENCOMPASS (Document Management)
SPF (Document & Data Mgt.)
Phas
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ocum
ent &
Dat
a M
anag
emen
t Too
ls
Automated project information and document management system Designed to support our workflow processes In-house developed platform using all commercially available
software Designed to facilitate easy participation by external project
stakeholders Rule-based system – totally customizable Built for managing full project life cycle Data delivered to customer structured for upload into their
document management system
Encompass
What does Encompass do?
Encompass
What does Encompass do?
7
Materials ManagementMaterials Management
SCHEDULESCHEDULE
PDSPDS
CIRCUIT CIRCUIT ROUTINGROUTING
Internal, Site, Client, Internal, Site, Client, JV Partners, and VendorsJV Partners, and Vendors
Engineering Design
Secretarial(Correspondence)
Estimating/Monitoring
Drawing/Document
Control
Procurement
Administration
LessonsLearned
SupportTables
USERSUSERS OUTPUT TOOUTPUT TO
ENCOMPASS® Database
Intel. P&IDsIntel. P&IDsPipe AnalysisPipe Analysis
Easy setup and maintenance Flexible document numbering Automated transmittal generation Repository for all project documents, including but not limited to:
• WorleyParsons design documents• Vendor documents• Customer documents• Contractor documents• Correspondence, including emails
Ability to use custom templates for any document type Ability to associate documents to equipment tags Turnover to customer, electronic files and metadata Action item list Drawings hold list Project personnel list Archiving capability
Encompass
What are the benefits of Encompass?
WorleyParsons’ preferred tool for Document and Data Management on EP & EPCM projects of a size that justify this tool, ie with a large amount of document and data to be managed
Electronic repository and tracking system for all documentation produced by the project
Maintains all document references, document cross-references and revision histories
Can hold all approved versions of documentation in either their native or scanned format
Makes documents available across locations and time zones within a secure document repository
Interfaces directly with MS Office tools and a wide range of other third-party add-ons
SmartPlant Foundation (SPF)
What does SPF do?
SmartPlant Foundation
Allows WorleyParsons to develop a Data Management Plan in conjunction with the owner/customer that enables data to be transferred to the customer’s systems as soon as the data is authorized
Ongoing transfer of information eases the burden and cost of collating data for a single transfer at the end of the project
Secure, managed environment is fully configurable and auditable with full revision history. User access can be controlled by:
• document type
• document attributes
• user groups
SmartPlant Foundation
What are the benefits of SPF?
SPF StructureKey Functionality
Data Management - global, controlled access to project data Document Management - global, controlled access to documentation Workflow - multi-application workflow Change Management - multi-discipline change management Application Integration - vendor neutral application integration Engineering Framework - rules based application integration
DocumentManagement
Workflow
Change Management
DataManagement
‘eEngineering Integration Hub’
ApplicationIntegration
EngineeringFramework
SmartPlant Foundation
Other Functionality
File management
Search and retrieval
Transmittals
Revision control
Change notification
Easy navigation of “intelligent” links
Consistency reporting
• Automated creation of graphical hotspots from drawings
Easy navigation of Intelligent Links
Consistency Reporting
• 160+ formats• No native application required• Pan, zoom, magnify• Print to scale, watermarks, stamps• Mark-ups are separate layers with
own security controls• Multiple redline layers per file
Document Viewing and Markup – SmartPlant Markup Plus
Stores all the data “forever”• “Turn the clock back”
- e.g. to look at what revisions were current at an earlier point in time
• Graphical process definition• Electronic routing(e-mail) and approval• Progress tracking• Check list• Full audit history retained
Workflow
Data Handover
Data Handover
Project Delivery Systems
LUNCH
Project Delivery Systems
COMMUNICATION TOOLS(Supported by IM)
Safety statistics and incident reporting
Project web-based Intranet environment
Repository for non project, uncontrolled data
Communication tool for user communities
Communication Systems
Repository of all WorleyParsons procedures, workflows, templates, guidelines, forms, checklists and prompt lists
Key internal & external mail communication system
Project Delivery Systems
IMPROVE PORTFOLIO MANAGEMENT TOOLS
(Supported by PAIS)
Project Delivery Systems
Improve Operating Platform (IOP)
Comprises a generic set of methodologies and systems within a defined framework, for the delivery of a portfolio of projects within an Improve Contract.
Based on the WorleyParsons Corporate Standards of the EMS and WPMP, which have been tailored specifically for Improve Contracts.
Put another way, the IOP is essentially a “user front end” for EMS, WPMP and other systems.
Represents what has previously been known as a Contract Execution Plan or Contract Operating Manual.
What does IOP do?
Improve Operating Platform (IOP)
Improve Operating Platform (IOP)
What are the benefits of IOP? The IOP has been developed to support the execution of a portfolio of
smaller projects (< than US$10 million TIC or < than $1 million WorleyParsons contract value), and will also support ‘nano’ projects (< $100K TIC or less than $10K WorleyParsons contract value).
Addresses both Content and Structure
The Generic IOP will be accessible to WorleyParsons personnel with task sheets stored in EMS. This will ensure that Worleyparsons Process Improvements will be passed on to Improve customers on an ongoing basis.
Will incorporate best practice solutions from existing Improve Contracts thus enhancing standard WorleyParsons Systems and Procedures.
Can be functional at an effective level on (i) WorleyParsons (ii) ‘neutral’ (non WP, non Customer) (iii) Customer systems environments.
IOP sharepoint site has the capability to store/link ‘live contract/project data’ but keeps this displayed separately from ‘reference / procedural data’.
Available for all existing and new Improve Contracts in order to ensure consistency in use of systems and processes while catering for customer specific needs.
Project Delivery Systems
CUSTOMER SYSTEMS
Customer Systems
Customer Systems are important because very often WorleyParsons will be requested to interface with these systems.
The interfaces may be required on an ongoing basis, on agreed frequencies or at the end of the project.
Examples of these interfaces are:• Ongoing downloads of Purchase Order commitments into
customer ERP System, as and when Purchase Orders are placed in the WorleyParsons Procurement system
• Weekly timesheet downloads into customer ERP system
• Weekly cost commitment data into customer ERP system
• Handover of completed Documents and Intelligent Data into the customer ERP system or Document Management system
Project Delivery Systems
SELECTING AND ACCESSING TOOLS
The appropriate tool(s) will vary according:
• Project size (Major, Minor, Miscellaneous)
• Project phase (Identify, Evaluate, Define, Execute, Operate)
• Scope of service (Engineering, E&P, PMC, EPCM, EPC, Improve)
• Customer Requirements etc.
Work closely with the Project and Improve Systems (PAIS), Engineering Systems (ES) and Engineering Data Management Systems (EDM) Groups to select & configure the systems for your project.
Selecting the Appropriate Project Delivery Tools
Project Delivery Systems
What System should I use?
Project Delivery Systems
What System should I use?
Project Delivery Systems
What System should I use?
Project Delivery Systems
What System should I use?
Project Delivery Systems
What System should I use?
Project Delivery Systems
What System should I use?
Selecting the Appropriate Project Delivery Tools
Scope of Work E E/P EPCM PMC/TIC Improve
Function/System Phases All Define/Execute Execute Define/Execute Operate
ESTIMATING Description
Aspen Capital Cost Estimator (ACCE) Used in the development of large grass-root projects’ to generate Class 1 (Order of Magnitude) and Class 2 (Screening) estimates. * Identify & Evaluate phases only
Quest Used to estimate Class 2 (Screening), Class 3 (Control) & Class 4 (Definitive) Capital Cost estimates.
@RISK Used for performing quantitative cost risk analysis using the Monte Carlo Simulation model which gives an information rich and accurate representation of potential risk exposures.
PROJECT CONTROLS Description
InControl Used for the management and control of scope, budget, progress, forecasting and cash flow. Predominantly deployed for engineering/services contracts on standalone projects and portfolio scopes of work.
PREDICTION+ PCS Used for the management and control of scope, budget, progress, forecasting and cash flow for standalone EPC/EPCM projects and portfolio scopes and where the customer requires Total Installed Cost (TIC) management.
PLANNING Description
Primavera P6 Used for the development and management of all project schedules through the project lifecycle. Has an extensive range of functionality, some of which are, logic based networking, critical path analysis, resource scheduling and import/export capabilities.
Primavera Risk Used to provide quantitative evaluation of full project life-cycle risks associated with uncertainty in schedule.
PROCUREMENT Description
SmartPlant Materials (SPM) Used for material management work flow from preliminary design through to detailed engineering and purchasing to construction by providing a common collaboration platform and workbench for all stakeholders involved in the supply chain management.
CONTRACTS Description
Contract Administration Management System (CAMS) Used to manage contract formation via standard or imported terms and conditions and the administration cycle including; amendments, progress, claims, back charges, reporting and compliance.
CONSTRUCTION Description
PREDICTION+ JCS
Used to provide real-time management of the fabrication, construction and commissioning phases of the projects or programme/portfolio works via Work Packs & Job Cards.
COMPLETIONS Description
Completions Management Tool (CMT)
Used to generate scope and control the data, information and documentation necessary to successfully manage the field commissioning activities in turn supporting the seamless start up on projects.
IMPROVE Description
Improve Operating Platform (IOP) Used to provide projects with a flexible and customisable operating framework that highlights and allows easy access to WorleyParsons and Customer processes, systems and people. Utilises the Microsoft SharePoint platform for successful delivery of a portfolio of projects.
Project Delivery Systems
EXAMPLES OF SELECTING AND ACCESSING TOOLS
Selecting the Appropriate Project Delivery Systems
Example 1 Project type: Engineering Services
Project phase: Evaluate
Project fee value: US$200,000
Project scope: Conduct feasibility study to extend a gas plant
Answer Project Management tools: Finance and time management system – GBS (if not rolled out
then the existing location time and cost management system) InControl – EPCM service cost control Primavera – planning WPMP – project management process EMS – functional procedures.
Selecting the Appropriate Project Delivery Systems
Example 2 Project type: EPCM contract
Project phase: Execute
Project fee value: US$40,000,000
Project scope: Conduct engineering, procurement and construction management services for the development of an ammonium nitrate plant.
Answer Project Management tools: Finance and time management system – GBS (if not rolled out
then the existing location time and cost management system) InControl – EPCM service cost management and control Primavera – planning Prediction + – TIC cost control SmartPlant Materials (SPM) – materials management CAMS – contracts management SmartPlant Foundation (SPF) – document and data management WPMP – project management process EMS – functional procedures.
Project Delivery Systems
ACTIVITY 1 – SELECTING TOOLS
Activity 1
Select appropriate project delivery systems Working in groups, you will be allocated one of the project
examples below. Select the appropriate project delivery systems for project
management (excludes engineering systems) for your project example (from page 40 of Participant Book).
Develop project-specific system diagrams Develop a project-specific system diagram for your project
example Draw arrows indicating the direction of information flow
• Use solid lines for electronic information flow• Use dotted lines for manual information transfer
Business Management Systems
COFFEE BREAK
Project Delivery Systems
REPORTS
Reports are the most important output from the various tools used by WorleyParsons
Project managers rely on reports to: Verify integrity of data
Analyze status of project
Manage change
Make measured decisions
Report on progress to clients
Reports
Project Hours and Revenue Validation Report:
Finance & Administration Reports – WorleyParsons Business Reporting Tool
Reports
Aged Debtors Summary Report
Reports
Finance & Administration Reports – WorleyParsons Business Reporting Tool
Financial Analysis Reports:
Reports
Finance & Administration Reports – WorleyParsons Business Reporting Tool
Aspen Capital Cost Estimator ReportsProject Management & Control Reports
Reports
Project Management & Control Reports
Reports
Quest Capital Cost Estimator Reports
Project Management & Control Reports
Reports
@Risk Reports
InControl - Proposal Report (CTR/Activity Sheet)Project Management & Control Reports
Reports
122
InControl Activity Register
Project Management & Control Reports
Reports
InControl - PGM Graphical ReportsProject Management & Control Reports
Reports
InControl - Project Summary ReportProject Management & Control Reports
Reports
InControl - Resources Details—Manhour/Quantity ReportProject Management & Control Reports
Reports
Resource Productivity ReportProject Management & Control Reports
Reports
InControl - Resource Progress ReportProject Management & Control Reports
Reports
InControl - Cost Commitment Report
Project Management & Control Reports
Reports
Project Management & Control Reports
Reports
PREDICTION+ - Estimate Summary Report
Project Management & Control Reports
Reports
PREDICTION+ - Detailed Cost Report
Project Management & Control Reports
Reports
PREDICTION+ - Cost S Curve
Project Management & Control Reports
Reports
Prediction+ - Variation Report
Project Management & Control Reports
Reports
Primavera P6 Report
Project Management & Control Reports
Reports
Primavera Risk Report
Procurement Status Report (Part 1 of 2)Procurement Reports (SmartPlant Materials - SPM)
Reports
Procurement Status Report (Part 2 of 2)Procurement Reports (SmartPlant Materials - SPM)
Reports
Expediting Summary Report
Procurement Reports (SmartPlant Materials - SPM)
Reports
Subcontract Monthly Status Report
CAMS
Reports
Contract Commitment Report
CAMS
Reports
Total Forecast Contract Value – Summary
CAMS
Reports
Procurement Reports
Reports
Supplier Portal
Procurement Reports
Reports
Trade Wizard
Construction Reports
Reports
PREDICTION+ Jobcard
Construction Reports
Reports
PREDICTION+ Jobcard Hours Progress Reports
Project Management & Control Reports
Reports
PREDICTION+ - Jobcard Quantity Histogram Report
Construction Reports
Reports
PREDICTION+ Jobcard Quantity Progress Reports
Construction Reports
Reports
Completions Management Tool – Sub System Status Reports
Construction Reports
Reports
Completions Management Tool – Object Status Reports
Construction Reports
Reports
Completions Management Tool – Progress Reports
Construction Reports
Reports
RFI Tool - Reports
Reports
Data Management & Communication ReportsDocument Control Reports
• Master Document Register• Transmittal Reports/Details • Document Expediting
Supplier Data Reports• Supplier Document Register• Supplier Transmittal Details• PO Status Reports• Expediting Reports
Equipment ReportsProject Activity ReportsCustom Reports as required
Reports
Reports
Reports
Reports
Reports
Reports
Document Control Reports
• Master Document Register
• Transmittal Reports
• Document Expediting
Supplier Data Reports
• Supplier Document Register
• Supplier Transmittal Details
• PO Status Reports
• Expediting Reports
Custom Reports as required
Document Management & Communication Reports in SPF
Reports
Document Revision Register
Data Management & Communication Reports
Reports
Internal Transmittal Overdue Report
Data Management & Communication Reports
Reports
Supplier Expediting - External
Data Management & Communication Reports
Reports
Custom Project – Status Report
Data Management & Communication Reports
Reports
Business Management Systems
SUMMARY AND FEEDBACK
Summary & Feedback
What we covered today
• Overview of Business Management Systems
• Finance, Administration & HR tools
• Project Management and Control tools
• Engineering & Design tools
• Data Management & Communication tools
• Selecting appropriate business system tools
• Business system reports
Questions
Evaluation