3315/3315N – Basic Turnaround Cost

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Course Introduction

  • Introduction to Cost Review

Section 01: Industry Changes in Cost Management

  • Current TAR Process
  • Suggested TAR Process

Section 02: Turnaround Cost Cycle – High Level

  • Turnaround Phases
  • Turnaround Cost Cycle

Section 03: Cost Breakdown Structure

  • What is a Cost Breakdown Structure?

Section 04: Estimate Development

  • Estimate Timeline
  • Preparation Estimate
  • High Level Scope Estimate
  • Work Scope Estimate
  • Plan Estimate

Section 05: Budget Development

  • Estimate vs Budget
  • Histograms
  • Staffing Plans
  • Bid Sheets
  • Estimate Breakdown Sheets
  • Purchase Orders & Control Budget

Section 06: Preparing for Execution

  • Preparation Activities

Section 07: Cost Tracking & Control

  • Execution Activities
  • Daily Force Reports
  • Daily Timesheets

Section 08: Deliverables to Management

  • What is a Deliverable

Section 09: Closeout

  • Closeout Activities

3308 – Introduction to Cost

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  • Introduction to Course
  • Skills Required for Cost

Section 01: Cost Management

  • What is Cost Management?
  • Processes
  • Why it is important?

Section 02: Cost Breakdown Structure

  • What is a Cost Breakdown Structure?

Section 03: Estimate & Budget Development

  • Estimate vs Budget
  • Estimate Development
  • Budget Development

Section 04: Cost Report

  • What is a Cost Report?
  • Critical Data included in Cost Report

Section 05: Cost Control

  • Cost Control Steps Overview
  • Cost Tracking Sheet

Section 06: Change Management

  • What is Change Management?

Section 07: Capital vs Turnaround

  • Capital
  • Turnaround

2026T/2026TN – Advanced P6 Scheduling

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Section 01: User and Admin Preferences

• Review and adjust specific user and admin preferences to provide an in-depth understanding of how they can affect scheduling

Section 02: Duration and Percent Complete Types

• Hands on review of how activity Duration Type affects schedule calculations
• Hands on review of how activity Percent Complete Type affects schedule calculations, specifically around earned value reporting
• Review common default project settings

Section 03: Utilizing P6 Cost Accounts

• Cost Accounts Relationship to Earned Value Reporting
• Example Utilizing All Earned Value Components
• Cost Account Structure in P6
• Create a Cost Account Structure
• Assigning Cost Accounts to activity Resource Assignments or Expense Assignments

Section 04: Importing and Exporting

• P6 XER file import and Export
• Excel Import and Export
• Exporting and Importing Layouts and Reports

Section 05: Utilizing Cost

• Understand how the Resource Type affects units, cost, and earned value field calculations
• Apply hourly rates to labor, non-labor, and material resources
• Add expense items with cost
• View the overall costs for a P6 project file

Section 06: Allocation Resources

• Setting Up the Resource Assignments View Layout
• Apply Budgets and Assign Cost Accounts in the Assignments View
• Changing Resources on Assignments

Section 07: Resource Leveling

• Leveling Concepts
• P6 Leveling Settings
• Activity Leveling Priorities
• Creating Shift Calendars
• Setting the Resource Limits (Max Units/Time)
• Adjust Resource Limits (Max Units/Time)
• View and Print a Resource Profile Summary

Section 08: Advanced Scheduling Concepts

• Adding Contingency to a Schedule
• Retained Logic and Progress Override
• Calendar Effect on Relationship Lag Assignments
• Calculating Multiple Float Paths

Section 09: User Defined Fields and Global Change

• Define and Create User Defined Fields
• Understanding the Global Change Functionality
• Create and Apply a Global Changes

Section 10: Change Control and Baseline Updates

• Use a P6 Staging Project for Pending Changes
• Performing “What-If” Schedule Analysis
• Apply Approved Changes to a Project
• Baseline Updates with Schedule Changes

Section 11: Reflection Projects

• Understand Reflection Projects
• The Common uses for Reflection Projects
• Create, Edit, and Merge a Reflection Project

1116T/1116TN – Turnaround and Maintenance Planning Process

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Section 01:

• Introductions
• Preparation for Planning at a New Site
• Introduction to Event Phases
• Understanding Work Scope Development
• Prepare Walk Down Document Needs (P&ID, Isometrics, ITP, Blind List)
• Utilize Onsite Training Unit and Perform Job Walk Downs
• Complete Work Package Data Markups (P&ID’s, Plot Plans, Picture Templates)
• Introduction to Planning Programs
• Introduction to Planning Templates
• Coding of Activities
• Use of Estimating Toolbox for Durations and Man Hour Entries
• Accurate BOM Creation
• Attaching Data to the Job Plan
• Data Warehousing and Data Mining of Solid Work Plans

Section 02:

• Assignment of Jobs for Planning
• Perform Job Walk Down Per Scope or Work List
• Work Package Data Markups (P&ID’s, Plot Plans, Picture Templates)
• Create Complete Detailed Job Plan Using Materials and Tools
• Understanding and Performing Job Plan Validations

Section 03:

• Finalize Plan Validations
• Your Plan is Off to The Schedule and What That Means
• A Visit with The Schedulers
• Staffing, Budgeting, Material Requisitioning, Contractor Validations, and Execution
• A Visit with The Cost Department

After this course the student will be able to:

• Apply Learned Planning Processes in A Real-World Environment
• Understand Planning Processes from Scope Development to Schedule Importing
• Obtain 24 PDU’s (Professional Development Units) to PMI (Project Management Institute)
• Create Turnaround and Maintenance Plans with Confidence

2011P/2011PN – Primavera P6 Client FEL Process

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Section 01: Capital Integration Overview

• Overview of the client integration of schedules

Section 02: Front-End Loading (FEL)

• FEL Process
• Stage Gate

Section 03: Creating the Enterprise Project Structure

• Understanding the EPS
• Basic EPS build

Section 04: User Preferences

• How users preferences affect the project
• Setting user preferences

Section 05: Creating a Project

• Utilizing the Project Wizard
• Critical steps to know when beginning a project

Section 06: Calendars

• Understanding the calendar functionality
• Understanding Time Periods
• Creating new calendars

Section 07: Work Breakdown Structure (WBS)

• Identifying Standard Capital Project WBS
• Creating a WBS
• Utilizing the WBS

Section 08: Template Development

• Activity & Relationship Types
• Duration & Percent Complete Types
• Adding Activities
• Creating Activity Relationships
• Understanding Lag

Section 09: Activity Codes

• Building Code with Structure
• Creating Activity Codes at Different Levels
• Methods for Assigning Codes

Section 10: Budget Development

• Creating Roles
• Managing Roles
• Reporting on Role Loaded Activities

Section 11: Customizing the Project

• Understanding Group and Sort
• Understanding and Utilizing Filters
• Importing & Exporting Layouts
• Bars, Fonts, and Row Heights

Section 12: Full Template Usage

• Understanding the Template Process
• Utilizing the Template

Section 13: Maintaining & Assigning Baselines

• Understand Baselines
• Creating Baselines
• Utilizing Baselines

Section 14: Scheduling the Project

• Understanding Forward and Backward Pass Calculations
• Understanding Float & Critical Path
• Schedule Log Files

Section 15: Reporting

• Report Window
• Running Reports
• Batch Reports