Dec 14, 2020 | Training Course Outlines
Print Outline
Section 01: Introduction
• Skills Required for Cost
• Cost Accountant Vs Cost Engineer
• Capital Vs Turnaround
Section 02: Terminology
• Review standard cost terminology
Section 03: Cost Management Process
• Discuss Resource Planning, Cost Estimating, Cost Budgeting, and Cost Control.
• Why it is important
Section 04: Turnaround Cost Cycle – High Level
• Discuss each phase of the Turnaround Lifecycle
• Discuss each phase of the Turnaround Cost Lifecycle
Section 05: Cost Breakdown Structure
• Discuss the 4 high-level cost groups and how each are defined.
• Discuss the importance of breaking each group out further and how it aligns with the schedule
Section 06: Estimate Development
• Discuss the different Estimates (Preparation, +/-50%, +/30%, +/-10%)
• Considerations for Development
Section 07: Budget Development
• Estimate vs Budget
• Discuss Histogram
• Review Staffing Plan, Bid Sheet, & Estimate breakdown sheet.
• Discuss Purchase Orders & Control Budget
Section 08: Industry Changes in Cost Control
• Work Orders vs Purchase Orders
• Challenging vs Accepting estimates or bids
Section 09: Preparing for Execution
• Communication with timekeepers
• Onboarding meetings
• Building required spreadsheets
Section 10: Cost Tracking & Control
• High level review of Cost Report
• Discuss Daily Force Reporting
• Discuss Daily Timesheet Reporting
Section 11: Deliverables to Management
• Briefly discuss typical deliverables
Section 12: Closeout
• Briefly discuss the closeout process and activities
Dec 14, 2020 | Training Course Outlines
Print Outline
Section 01: Review
• Briefly review items covered in the basic class
Section 02: Cost Reports
• Discuss what each header on the Cost Report represents and how it is determined or calculated
• Discuss other data that is tracked on the Cost Report
Section 03: Baseline Budget Curve
• Discuss the purpose of baselining
• Building a Curve
Section 04: Change Management
• Discuss the purpose of Change Management
• Discuss how cost changes are determined and how they are communicated to the Cost Group
• Update Cost Report to reflect Change Work Requests
Section 05: Forecasting
• Discuss type of Contracts
• Discuss methods for forecasting
• Update Forecast Curve
• Create Monthly forecast file for Accounting
Section 06: Deliverables to Management
• Discuss typical deliverables
• Create a Management Report
Section 07: Accruals
• Discuss the purpose of Accruals
• Create Accruals file for Accounting
Section 08: Allocating to Projects
• Discuss situations in which allocation to projects is necessary or required
• Create Allocation Percentages
• Create a monthly allocation file for Accounting
Section 09: Closeout
• Discuss responsibilities during closeout
• Discuss considerations during invoice reconciliation.
• Reconcile an Invoice
• Create PO Closeout Report
Jun 19, 2020 | Training Course Outlines
Print Outline
- Developing a Good Schedule
- Schedule Lifecycle – Management Expectations
- Primavera Reports
- Manpower
- Critical Path / Critical Mass
- Earned vs. Planned compared to Actual o Schedule Updates
- Change Management
- Key Trigger Points to Ensure Good Schedule Development
- Integrated Reporting
- Reading Reports
This course allows managers and project team members to execute work utilizing the Primavera software.
Jun 19, 2020 | Training Course Outlines
Print Outline
- Developing a Good Schedule
- Schedule Lifecycle – Management Expectations
- Primavera Reports
- Manpower
- Critical Path / Critical Mass
- Earned vs. Planned compared to Actual o Schedule Updates
- Change Management
- Key Trigger Points to Ensure Good Schedule Development
- Integrated Reporting
- Reading Reports
This course allows managers and project team members to execute work utilizing the Primavera software.
Jun 19, 2020 | Training Course Outlines
Print Outline
Course Topics
Session 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
Session 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
Session 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
Session 04: Importing and Exporting
- P6 XER file import and Export
- Excel Import and Export
- Exporting and Importing Layouts and Reports
Session 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
Session 06: Allocating Resources
- Setting Up the Resource Assignments View Layout
- Apply Budgets and Assign Cost Accounts in the Assignments View
- Changing Resources on Assignments
Session 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
Session 08: Advanced Scheduling Concepts
- Adding Contingency to a Schedule
- Retained Logic and Progress Override
- Calendar Effect on Relationship Lag Assignments
- Calculating Multiple Float Paths
Session 09: User Defined Fields and Global Change
- Define and Create User Defined Fields
- Understanding the Global Change Functionality
- Create and Apply a Global Changes
Session 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
Session 11: Reflection Projects
- Understand Reflection Projects
- The Common uses for Reflection Projects
- Create, Edit, and Merge a Reflection Project
Jun 19, 2020 | Training Course Outlines
Print Outline
Course Topics
Session 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
Session 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
Session 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
Session 04: Importing and Exporting
- P6 XER file import and Export
- Excel Import and Export
- Exporting and Importing Layouts and Reports
Session 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
Session 06: Allocating Resources
- Setting Up the Resource Assignments View Layout
- Apply Budgets and Assign Cost Accounts in the Assignments View
- Changing Resources on Assignments
Session 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
Session 08: Advanced Scheduling Concepts
- Adding Contingency to a Schedule
- Retained Logic and Progress Override
- Calendar Effect on Relationship Lag Assignments
- Calculating Multiple Float Paths
Session 09: User Defined Fields and Global Change
- Define and Create User Defined Fields
- Understanding the Global Change Functionality
- Create and Apply a Global Changes
Session 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
Session 11: Reflection Projects
- Understand Reflection Projects
- The Common uses for Reflection Projects
- Create, Edit, and Merge a Reflection Project
Jun 19, 2020 | Training Course Outlines
Print Outline
Course Topics
Session 01: Introduction
- The Turnaround Terminology and Process
- Where the schedule fits in the big scheme
- Values of Schedule
- The Primavera Technical Structure
- The Hierarchical Structure of P6 Data Session 02: User and Admin Preferences
- Understand how user preferences work
- Set up and establish user preferences for a turnaround scheduling
- Review and modify specific admin preferences
Session 03: Basic Navigation
- The P6 toolbars and menus
- The structure of typical P6 layouts (views)
- How to edit toolbars
- Saving and opening layouts
- P6 hot keys
Session 04: Creating the EPS
- How the EPS is utilized in the Primavera software
- How to create the EPS and the thought process behind it
Session 05: Creating a P6 Project
- Use the wizard to create a project, identifying the initial attributes
- Discuss and modify certain project settings and make critical adjustments before beginning project development
- Define the default settings for new activities
- Review the different activity duration types and how each calculate
- Review the activity percent complete types and how they affect earned value reporting
- Define other project settings typical for turnaround scheduling
Session 06: The P6 Work Breakdown Structure
- Identify a standard Turnaround Work Breakdown Structure (WBS)
- Fully utilize all (WBS) capabilities in the details view to make the schedule more user friendly for reporting, updating, and managing turnaround equipment plans/job plans
- Understand the concept of utilizing the WBS for moving data from historic or template projects into a new turnaround project file
- Build a WBS
Session 07: Creating Calendars
- Identify the three different types of calendars
- View and Edit Calendars
Session 08: Adding and Configuring Activities
- Add an activity using the New Activity Wizard
- Review the different activity types
- Utilize a template to add Job Plans
- Perform a simple Global Change
- Use the Replace and Re-number Activities Functionality
- Use an Excel Template to Import Activity Data
- Understand the Different Relationship Types
- Add Activity Relationships utilizing different techniques
- Understand and apply Relationship Lag
- Understand Constraint Types and apply Constraints
Session 09: Scheduling
- Understand Critical Path Method (CPM Scheduling)
- Understand the Data Date
- Understand Total Float and Free Float
- Resolve Circular Relationships
- Identify Open Ends
- Review the Schedule Log
Session 10: Activity Codes
- Understand the difference between Global, EPS, and Project activity codes
- Understand unique Coding ID’s for Primavera at an Enterprise level
- Build activity codes structures with smart code values
- Create a Code Assignment Layout
- Assign activity codes utilizing multiple techniques
Session 11: Customizing Layouts
- Group and Sort activities
- Understand how to build and save a layout
- Utilize filters in layouts
- Edit appearances of fonts, row heights, and bars
- Import and Export Layouts
Session 12: Creating and Assigning Resources
- Understand the fully resource loaded schedule
- Understand P6 resources and attributes
- Create a turnaround specific resource pool
- Understand different techniques for assigning resources to activities
- Review Resource Profiles
Session 13: Optimizing the Project Plan
- Analyze schedule dates
- Analyze Critical Activities
- Shorten a project schedule
- Analyze resource allocation
Session 14: Baselining the Project Plan
- Understand what a baseline is
- Understand the purpose for two baselines in turnaround scheduling
- Create a baseline and maintain that baseline against the existing project
- Edit and show the baseline bars in the Gantt chart
- Conduct baseline variance reporting
- Restore a Baseline
- Convert a Restored Baseline Back to the Baseline of the Current Schedule
Session 15: Project Execution and Control
- Understand the Update Process and Required Reports
- Build a status entry layout
- Perform activity updates utilizing multiple techniques
- Advance the Data Date
- Resolve actual start and finish dates ahead of the data date
- Understand Retained Logic and Progress Override Schedule Options
Session 16: P6 Reporting
- Understand the Reports Window
- Create a Report
- Run existing reports and review the output options
- Preview additional functionality in the P6 Report Editor
Jun 19, 2020 | Training Course Outlines
Print Outline
Course Topics
Session 01: Introduction
- The Turnaround Terminology and Process
- Where the schedule fits in the big scheme
- Values of Schedule
- The Primavera Technical Structure
- The Hierarchical Structure of P6
Data Session 02: User and Admin Preferences
- Understand how user preferences work
- Set up and establish user preferences for a turnaround scheduling
- Review and modify specific admin preferences
Session 03: Basic Navigation
- The P6 toolbars and menus
- The structure of typical P6 layouts (views)
- How to edit toolbars
- Saving and opening layouts
- P6 hot keys
Session 04: Creating the EPS
- How the EPS is utilized in the Primavera software
- How to create the EPS and the thought process behind it
Session 05: Creating a P6 Project
- Use the wizard to create a project, identifying the initial attributes
- Discuss and modify certain project settings and make critical adjustments before beginning project development
- Define the default settings for new activities
- Review the different activity duration types and how each calculate
- Review the activity percent complete types and how they affect earned value reporting
- Define other project settings typical for turnaround scheduling
Session 06: The P6 Work Breakdown Structure
- Identify a standard Turnaround Work Breakdown Structure (WBS)
- Fully utilize all (WBS) capabilities in the details view to make the schedule more user friendly for reporting, updating, and managing turnaround equipment plans/job plans
- Understand the concept of utilizing the WBS for moving data from historic or template projects into a new turnaround project file
- Build a WBS
Session 07: Creating Calendars
- Identify the three different types of calendars
- View and Edit Calendars
Session 08: Adding and Configuring Activities
- Add an activity using the New Activity Wizard
- Review the different activity types
- Utilize a template to add Job Plans
- Perform a simple Global Change
- Use the Replace and Re-number Activities Functionality
- Use an Excel Template to Import Activity Data
- Understand the Different Relationship Types
- Add Activity Relationships utilizing different techniques
- Understand and apply Relationship Lag
- Understand Constraint Types and apply Constraints
Session 09: Scheduling
- Understand Critical Path Method (CPM Scheduling)
- Understand the Data Date
- Understand Total Float and Free Float
- Resolve Circular Relationships
- Identify Open Ends
- Review the Schedule Log
Session 10: Activity Codes
- Understand the difference between Global, EPS, and Project activity codes
- Understand unique Coding ID’s for Primavera at an Enterprise level
- Build activity codes structures with smart code values
- Create a Code Assignment Layout
- Assign activity codes utilizing multiple techniques
Session 11: Customizing Layouts
- Group and Sort activities
- Understand how to build and save a layout
- Utilize filters in layouts
- Edit appearances of fonts, row heights, and bars
- Import and Export Layouts
Session 12: Creating and Assigning Resources
- Understand the fully resource loaded schedule
- Understand P6 resources and attributes
- Create a turnaround specific resource pool
- Understand different techniques for assigning resources to activities
- Review Resource Profiles
Session 13: Optimizing the Project Plan
- Analyze schedule dates
- Analyze Critical Activities
- Shorten a project schedule
- Analyze resource allocation
Session 14: Baselining the Project Plan
- Understand what a baseline is
- Understand the purpose for two baselines in turnaround scheduling
- Create a baseline and maintain that baseline against the existing project
- Edit and show the baseline bars in the Gantt chart
- Conduct baseline variance reporting
- Restore a Baseline
- Convert a Restored Baseline Back to the Baseline of the Current Schedule
Session 15: Project Execution and Control
- Understand the Update Process and Required Reports
- Build a status entry layout
- Perform activity updates utilizing multiple techniques
- Advance the Data Date
- Resolve actual start and finish dates ahead of the data date
- Understand Retained Logic and Progress Override Schedule Options
Session 16: P6 Reporting
- Understand the Reports Window
- Create a Report
- Run existing reports and review the output options
- Preview additional functionality in the P6 Report Editor
Jun 18, 2020 | Training Course Outlines
Print Outline
Day 1
- Understanding Scheduling Concept
- Create Enterprise Project Structures (EPS)
- Create a Project
- Set up User Preferences
- Create a Work Breakdown Structure (WBS)
- Create Calendars
Day 2
- Add Activities
- Schedule the Project
- Create Activity Codes
- Customize the Project
- Roles and Resources
Day 3
- Optimize the Project Plan
- Baseline Management
- Project Execution and Control
- Reporting
At the completion of this course the student will be able to:
- Create a Project
- Set Up User Preferences
- Create Calendars
- Import/Export Activities
- Create relationships
- Create and Assign Activity Codes
- Filter, group, and Sort Activities
- Create Custom Layouts
- Assign and Analyze Roles and Resources
- Maintain and Assign Baselines
- Update and Status the Project
- Produce Reports
Jun 18, 2020 | Training Course Outlines
Print Outline
Night 1
- Introductions
- Preparation for Planning at a New Site
- 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)
Night 2
- 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
Night 3
- 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 the Materials and Tools Provided
- Understanding and Performing Job Plan Validations
Night 4
- 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
At the completion of 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 20 PDU’s (Professional Development Units) to PMI (Project Management Institute)
- Create Turnaround, Maintenance and Project Plans With Confidence
