-3a control level schedule example
TRANSCRIPT
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The "Staffing Plan" is an optional tool that may be used before you are ready to do a full Detailed Control Level Schedule (CLS).
only need the estimated number of weeks for the project, the estimated number of lines and the historical number of all-in piping
hours per line. The Staffing should be a curve with a gentle sloping start , a reasonable long flat peak and a tapering finish. The
number entered in cell F7 is the number of hours in the standard work week. The number 40 is the number of hours per person p
week (in the USA). If your standard work week is different, then you will need to change the value in the cell "F7".
Help Line
Study these instructions and all three of the Worksheets of this WorkBook. If you have any questions about anything here please
contact me via E-mail ([email protected]) and I will help you.
Staffing Plan
Piping Control Level Schedule (CLS)
Warning- This Excel Worksheet or Workbook "Tool" is locked and password protected. The user may only enter date in the
"yellow" cells. Other cells on this "Tool" includes locked "cells" that contain complex math formulas. Care should be taken to lea
where these cells are and if the spreadsheet is ever unlocked that the cells with the formulas are not disturbed. Disturbing or alte
these cells may render the "Tool" unable to function properly.
Introduction
This WorkBook "Tool" is part of a suite of 6 "Tools" that are intended to aid the Piping Engineering Lead (Senior Supervisor or
whatever he or she is called) who has the responsibility to make estimates, schedules, control the work, the hours, report the
progress and prepare & files the Final Job Report. These "Tools" are: (1) Piping Engineering & Design Scope of Work, (3) Piping
Labor Hour Estimating Forms, (3) Piping Control Level Schedule,(4) Physical Percent Complete Status Report, (5) Design Cha
Notice and (6) "Janus" Historical Data Log. These 5 WorkBook Tools are intended to be used as a "Set" and will bring value to yo
effort only if you in fact use all of them.
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Fill in the title block data as required. The second thing you must do is set the number of hours for the standard work week. Just
you did for the "Staffing Plan" form you must change the number in cell "K10" (for the CLS form) to match your standard work we
The "Control Level Schedule" form - The "CLS" is the Piping Lead's (Supervisor) primary tool for managing the work activities anpeople. You cannot create a CLS without doing certain other steps first.
# 6
The CLS form has four basic sections. There is (a) the Title Block(located in the upper left), there is (b) the Organizational Dat
breakdown of the piping groups and the data fields for the work activity grouping along with the hours from the Labor Hour Estima
and other input and automatic data columns and then there is (c) the Calendar Fieldwhere the hours will be spread by work act
groupings. Lastly there is (d) the Automatic Tally(totals) at the bottom of the calendar field.
# 4
This form is made to show two full years (4 twenty-six week segments). To enter the dates for the full two years you only need to
in two dates. See the instructions at the top of the CLS Form.
# 5
Note: the information currently shown (in the yellow cells) on the CLS is simply to show an example of how to fill out the form. Th
copy included here is fully locked. Use the companion File with a "clean" form for your CLS.
Prerequisite #2 for the use of this tool is the key Project Milestones from Project and the Client. The Milestone area is located in
7 to 12 starting at Column "R". The 6 cells are divided so three milestones may be noted for each week.
# 2
Prerequisite #1 for the use of this tool is a completed and approved Piping Labor Hour Estimate (Estimate). Without an approve
Estimate it is not possible to develop a meaningful CLS.
# 3
Title Block
Control Level Schedule# 1
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All hours fron "DCNs" are to be entered into these two columns. The only exception is a DCN that was Rejected or Cancelled. D
that are Change Orders or Trends effect the total hours. You must post these added (or deleted) hours for the appropreate activ
and in the appropreate column. You must also enter the hours in the week(s) as an update of the Forecast to complete. See Ste
#6" at the bottom of these instructions.
When filling out the Control Level Schedule Starting at Column "R" you enter the "Hours" from the estimate for the different activ
for the piping groups. Example: if one activity has 40 hours (in the estimate) then you would enter 40 hours on the P (plan) line f
the week where you want to do that activity. This 40 hours will automatically reflect the need for one person. If you have an activ
that has 400 hours in the estimate, you could enter all 400 hours in the same week (requiring 10 people) or you could enter 200
in each of two weeks (requiring 5 people in each week) or you could enter 40 hours in each week for 10 weeks (requiring 1 perso
10 weeks).
Column "J" & "K"
The first action for the calendar part of this tool is to enter the calendar "Month/Year" and the "Week starting /Week ending" date
The form is made to show two full years (4 twenty-six week segments). To enter the dates for the full two years you only need to
two dates. See the instructions at the top of the CLS Form at "R-2 to "AA-5.
Next is the largest area of the CLS. This is where you will spread the hours you have estimated for the work. It is actually simple
than what may first appear.
The next step is to post the "Milestones in the proper place date wise. Milestones may include: Project Kick-off meeting, Project
Completion Date, 1st P&ID Review, Last P&ID Review, Critical Vendor Drawings due, 1st Model Review, Last Model Review, Pip
Fabrication Shop selected, First Isometric Issue, Last Isometric Issue, 1st Construction Work Package (CWP) due, Last CWP du
Critical Tie-In dates, Scheduled Plant Shut-Down (if revamp project), Shut-Down duration, etc
Note: The milestone area allows you to enter 3 milestones for each week of the project duration. Choose your words with care an
they will fit.
Calendar
This is a large field stretching horizontally from column A to column O and vertically from row 13 down to row 94. However, there
only 4 columns that you need to input data if you keep the form as created. These columns are as follows: "D" (Quan. Orig) This
the number of hours for each of the work categories from the labor hour estimate. "F" (Physical % Complete) this is a place to
subjectively record the percent complete status for each work activity grouping. "J" (Approved DCN) this is the approved hours f
the DCN Log used in the Change management phase. "K" (Un-Approved DCN) this is the hours that were listed on a DCN and
rejected but your group will spend anyway.
Organizational Data
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Week 1 Week 2 Week 3 Week 4 Week 5
P 120 20 40 40 20
A
F
Week 1 Week 2 Week 3 Week 4 Week 5
P 120 20 40 40 20A
F
Week 1 Week 2 Week 3 Week 4 Week 5
P 120 20 40 40 20
A
F
Week 1 Week 2 Week 3 Week 4 Week 5
P 120 20 40 40 20
A
F
Week 1 Week 2 Week 3 Week 4 Week 5
P 120 20 40 40 20
A
F 20 40 40 20
Week 1 Week 2 Week 3 Week 4 Week 5
P 120 20 40 40 20
A 0 20
F 50 50
Step #6
Step #6, Now as ea
actual hours used o
correct week & dele
That is about it. The maintenance is just a couple of hours once a week to plug in the "Actual" from the past week
forecast as required. The form and the imbedded formulas do the rest for you. I hope you find it useful and easy t
how it is done.
Step #5, Now copy
paste them into the
Step #5
Step #3, Check row
page. Is the "Staffi
not, move some ho
Step #2, Do this forthe page to the bott
the job to the finish
Step #4, When sati
and the hours in the
in column "D" you c
Step #4
In this example the total hours required are 120. The work was planned to start in week 2 and finish week 5. The activity w
started on time, possibly because the person or the information was not available. So the worked shifted as shown by the
hours and the new forecast.
Step #1
Step #2
Step #3
Step #1, Take the t
(see column "D") an
Below is a sample of what you see on each Operational Number/Activity Code "Line" on the CLS. Each "Line" is made up
These Rows are P= Plan, A= Actual & F= Forecast. You will fill in and use each where required.
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PRELIM EST STAFF PLAN
1 2 3 4 5 6
Body count = 1 1 4 5 6 10
40 Hours per week - 40 40 160 200 240 400
27000900
3027000
Base case work week hours =
Input in yellow areas only.
Blue areas contain formulas.
Use this sheet early in project to estimate hours and staffing using P&IDs. Count the
number of lines on the P&IDs. Factor the all-in Labor hours at 30 hrs. to 40 hrs per
line depending on plant complexity and past performance.
INITIAL ESTIMATED LABOR HOURS & PRELIMINARY STAFFING PLAN BASED ON HISTORICAL HOURS PER LINE NUMBER
Hours per line number -Estimated total hours -
Estimated count of line numbers -
Total spread of hours -
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PRELIM EST STAFF PLAN
10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 2
20 24 26 26 26 26 27 26 26 27 27 27 27 28 30 30 3
800 960 1040 1040 1040 1040 1080 1040 1040 1080 1080 1080 1080 1120 1200 1200 12
WEEK
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PRELIM EST STAFF PLAN
28 29 30 31 32 33 34 35 36 37 38 39 40 41
30 25 20 15 10 5 5 5
1200 1000 800 600 400 200 200 200 0 0 0 0 0 0
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PIPING LEAD: PHONE:
PROJECT NAME:
PROJ DESCRIPTION:
CLIENT:
LOCATION:
DATE: 3/5/2014
SHEET: 1 OF 1
LAST UPDATE: 6/26/2011
PIPING PIPING GROUP EXP'D
GROUP ACTIVITY OR TASK QTY QTY PHY % % PLAN'D
IDENTIFICATION DESCRIPTION ORIG CURR COMP COMP CADD B
HRS
251 A 70 70 0% 120% 49
1 PIPING MATERIAL SUPERVISION
ENGINEER
251 B 255 255 0% 95% 179
2 PIPING MATERIAL PROJECT DESIGN
ENGINEER BASIS
251 C 0 0 0% 0% 0
3 PIPING MATERIAL PRELIMINARY DESIGN
ENGINEER
251 D 0 0 0% 0% 0
4 PIPING MATERIAL DETAILED DESIGN
ENGINEER
251 E 450 475 0% 86% 333
5 PIPING MATERIAL DELIVERABLES
ENGINEER
252 A 1366 1373 0% 58% 961
6 PIPING DESIGN SUPERVISION
252 B 230 262 0% 88% 183
7 PIPING DESIGN PROJECT DESIGN
BASIS
252 C 1040 1056 0% 80% 739
8 PIPING DESIGN PRELIMINARY DESIGN
252 D 4340 4340 0% 49% 3038
9 PIPING DESIGN DETAILED DESIGN
252 E 7850 8100 0% 55% 5670
10 PIPING DESIGN DELIVERABLES
252 F 680 687 0% 33% 481
11 SERVICES CADD COORDINATION
253 A 345 345 0% 54% 242
12 MAT'L CONTROL SUPERVISION
253 B 180 180 0% 100% 126
13 MAT'L CONTROL PROJECT DESIGN
BASIS
253 C 1050 1050 0% 89% 735
14 MAT'L CONTROL PRELIMINARY DESIGN
253 D 1050 1140 0% 86% 798
15 MAT'L CONTROL DETAILED DESIGN
253 E 1175 1175 0% 10% 823
16 MAT'L CONTROL DELIVERABLES
PIPING CONTROL LEVEL SCHEDULENOTE: CELLS WITH BLUE TEXT CONTAIN FORMULARS
INPUT IN YELLOW AREAS ONLY
Standard
Refinery upgrade
Refinery Revamp project to increase capacity
A. R. Tenniso n
If your compa
different than
then enter the
correct work w
TITLE BLOCK
LINE
ACME Products
HOURS
Gulf Coast
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254 A 504 504 0% 66% 353
17 PIPE STRESS SUPERVISION
254 B 240 240 0% 102% 168
18 PIPE STRESS PROJECT DESIGN
BASIS
254 C 0 0 0% 0% 0
19 PIPE STRESS PRELIMINARY DESIGN
254 D 4750 4810 0% 45% 3367
20 PIPE STRESS DETAILED DESIGN
254 E 50 50 0% 0% 35
21 PIPE STRESS DELIVERABLES
250 A 1303 1339 0% 47% 937
22 PIPING LEAD SUPERVISION
250 B 224 224 0% 49% 157
23 PIPING LEAD PROJECT DESIGN
BASIS
250 C 0 0 0% 0% 0
24 PIPING LEAD PRELIMINARY DESIGN
250 D 40 40 0% 0% 28
25 PIPING LEAD DETAILED DESIGN
250 E 340 340 0% 59% 238
26 PIPING LEAD DELIVERABLES
T O T A
FORECAST CA
EXPENDED HO
FORECAST HOPROJ'D TOTAL
PERCENT CO
PERCENT EXP
PRODUCTIVIT
UN-APP'D DCN
CURRENT BU
PLAN CAD HR
Note: CADD H
separate line
ORIGINAL BUD
PENDING DCN
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WEEK 1 2 3 4 5 6 7 8 9 10
PLAN MO/YR Jul-11 Aug-11 Sep-11
ACTUAL W/B 7/4/11 7/11/11 7/18/11 7/25/11 8/1/11 8/8/11 8/15/11 8/22/11 8/29/11 9/5/11
FORCAST W/E 7/8/2011 7/15/11 7/22/11 7/29/11 8/5/11 8/12/11 8/19/11 8/26/11 9/2/11 9/9/
P 70 8 4 4 4 4 5 2 5
A 10 4 4 4 4 4 4 8 6 8
F
P 255 36 36 36 36 36 19 24 20 8
A 36 36 36 36 36 24 20 10 8
F
P 0
A
F
P 0
A
F
P 450 6 12 12 28
A 12 12 24 24
F 775
P 1366 8 40 40 40 24 24 30 60 60 60
A 10 40 40 24 24 40 40 60 60 60
F
P 230 20 20 20 20 30
A 20 20 20 20 30
F
P 1040
AF
P 4340 350
A 350
F
P 7850 280 280 280 280 280 280
A 280 280 280 280 280 280
F
P 680
A
F 15506
P 345 8 10 10 10 10 10 10 10 10 10
A 8 10 10 10 0 10 10 10 10 10
F
P 180 30 30 30 30 30 30A 30 30 30 30 30 30
F
P 1050 160 160 130 130 130
A 160 160 130 130 130
F
P 1050
A
F
P 1180
A
(1) Enter the appropreate Monday Dates (Week Beginning) in "R 15" Cell. All the other cells on Row 15 will fill
automatically. (2) Enter the appropreate Friday Dates (Week Ending) in "R 16" Cell. All other Cells on Row 16 will fi
automatically. (3) Enter appropreate Month and Year in row "14" where approprate (once per month is enough).
Note: If you work 6 days a week then enter the week ending Saturday date in cell "R-16".
CWP 001
P&ID Rvw
Unit 11
P&ID Rvw
Unit 12
Client Data
Avail
Estab. Fld
Office
MILE-
STONES
Kick-off
meeting
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F 3805
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P 504 8 8 8 20 20 20 20 20 20
A 8 8 8 20 20 20 20 20 20
F
P 240 32 32 60 40 40 36
A 32 32 60 40 40 40
F
P 0
A
F
P 4800 20 20 24 60 100
A 20 20 20 40 40 120
F
P 50
A
F 5594
P 1303 17 40 40 40 40 40 40 26 40
A 20 40 40 40 40 40 30 20 40
F
P 224 24
A 20
F
P 0
A
F
P 40
A
F
P 340 15 15 15 15 15
A 10 10 20 10 20 20
F 1907
WEEK 1 2 3 4 5 6 7 8 9
WEEK W/B 7/4/11 7/11/11 7/18/11 7/25/11 8/1/11 8/8/11 8/15/11 8/22/11 8/29/11 9
27587 49 200 200 240 539 700 690 683 722
49 249 449 689 1228 1928 2618 3301 4023
1.2 5.0 5.0 6.0 13.5 17.5 17.3 17.1 18.1
0 56 200 200 254 524 720 720 660 750
56 256 456 710 1234 1954 2674 3334 40841 5 5 6 13 18 18 17 19
27587 0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0
0 0 0 0 0 0 0 0 0
34.3 140 140 168 377.3 490 483 478.1 505.4 7
0 0 0 0 0 0 0 0 0
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18 19 20 21 22 23 24 25 26 27 28 29
Nov. 11 Dec. 11 Jan. 12
10/31/11 11/7/11 11/14/11 11/21/11 11/28/11 12/5/11 12/12/11 12/19/11 12/26/11 1/2/12 1/9/12 1/16/12
11/4/11 11/11/11 11/18/11 11/25/11 12/2/11 12/9/11 12/16/11 12/23/11 12/30/11 1/6/12 1/13/12 1/2
5 4
4
4
36 40 40 32
36 40
40 40
40 40 40 40 40 40 40 40 40 40 40 40
40 40
40 40 40 40 40 40 40 40 40 40
40 40
200 200 200 40
200 240
200 200 200
360 360 360 320 320 240 240
360 360 360 320 320 320 320
360 360 360 400 280 280 280 280 280 280 280 280
360 320
360 400 280 280 280 280 280 280 280 280
40 40 40 40 40 40 40 40 40 40 40 40
40 40
40 40 40 40 40 40 40 40 40 40
10 10 10 10 10 10 10 10 10 10 10 10
10 10
10 10 10 10 10 10 10 10 10 10
160 20
160 30
130 150 150 150 150 150 150 150
120
CWP 010& 017
CWP & 01
CWP 007& 014
CWP 008& 015
CWP 009& 016
CWP 006& 013
Review
Unit 14Unit 14
P&ID Rvw
Unit 40
P&ID Rvw
Unit 80
Final Model1 st Model
Review
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150 150 150 150 150 150 150 110 110
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20 8 8 8 8 8 8 8 8 8 8 8
20 10
8 8 8 8 8 8 8 8 8 8
220 220 220 220 220 220 220 180 180 180 180 180
220 220
220 220 220 220 220 180 180 180 180 180
25 25
25 25
50 30 40 30 50 30 30 30 40 30 30 30
40 10
40 20 40 30 30 30 40 30 30 30
20 20 20 20 20 20
20
20 20 20 20 20
20 20
9 15 9 15 9 15 9 15 9 15 9 15
10 10
20 10 10 10 10 20 20 20 10
18 19 20 21 22 23 24 25 26 27 28 29
10/31/11 11/7/11 11/14/11 11/21/11 11/28/11 12/5/11 12/12/11 12/19/11 12/26/11 1/2/12 1/9/12 1/16/1
1150 1133 1117 1009 1167 1173 1167 1118 1102 863 857 623
14591 15724 16841 17850 19017 20190 21357 22475 23577 24440 25297 2592
28.8 28.3 27.9 25.2 29.2 29.3 29.2 28.0 27.6 21.6 21.4 15.6
1180 1150 0 0 0 0 0 0 0 0 0 0
14378 15528 15528 15528 15528 15528 15528 15528 15528 15528 15528 155230 29 0 0 0 0 0 0 0 0 0 0
0 0 1108 1172 1358 1168 1148 1113 1113 1058 1038 618
0 0 1108 2280 3638 4806 5954 7067 8180 9238 10276 1089
0 0 28 29 34 29 29 28 28 26 26 15
805 793.1 781.9 706.3 816.9 821.1 816.9 782.6 771.4 604.1 599.9 436.
0 0 775.6 820.4 950.6 817.6 803.6 779.1 779.1 740.6 726.6 432.6