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PlanEstimateProgramScheduleExecuteUpdatePerformance

SafetyQualityWrench-time

Primavera P6 for Shutdowns,Turnarounds & Outages (STO) A user guide, reference book and three-day training course writtenfor Planners and Schedulers who wish to learn best-practicemethods to plan, manage and control shutdown, turnaround andoutage projects in the energy sector using Primavera P6

3 Day Workshop SeminarDay 1: Planning & Estimating

Day 2: Programming & Scheduling

Day 3: Execution Management & Control

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Copyright 2013 CPM Solutions Ltd., and STO Navigator Inc.

Please contact us for additional copies.

All rights reserved.

No part of this manual may be reproduced, stored in a retrieval system, or transmitted, in any form orby any means, electronic, mechanical, photocopying, recording, or otherwise, without written prior

permission of the creator.

V1 - First printing 2007

CPM Solutions Ltd.#225 6450 Roberts StreetBurnaby, British ColumbiaV5G 4E1 | Canada

Phone: 1-604-294-1577 | Fax: 1-604-294-6095 | www.cpmsolutions.ca

CPM Solutions Ltd. and STONAVIGATOR provides industry with Shutdown, Turnaround, Outageand Engineering, Procurement and Construction products, services and training. Visit our website formore information: www.cpmsolutions.ca

Visit www.stonavigator.com for blog posts and upcoming events.

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Course Agenda i

Primavera P6 for STO Planning & Scheduling STO300 www.cpm solutions.ca 2013

Course AgendaDay 1 Theme: Planning and Estimating

The theme for this session is Planning and Estimating, where the student will learn the rules ofcreating a plan and estimating its resource requirements. The student will learn to use the Field

Planning Form prior to creating a layout in Primavera P6 and entering the plan within a specificWork Breakdown Structure bucket.

At the end of Day 1 the student will have a STO Project in Primavera P6 with several Worklist /Work Order Plans assigned to their appropriate WBS bucket, ready for the next session (Day 2) tobegin Programming and Scheduling.

8:00am - 8:30am - Introductions and Course Overview

8:30am - 9:00am - Presentation STO Project Methodology and Technology

9:00am - 10:00am - Exercise Primavera P6 Lesson 1: Create your STO Project Logging-in and Navigating Create the EPS (Enterprise Project Structure) Create a STO Projects and Establish Defaults Creating OBS Responsible Manager

10:00am - 10:15am - Coffee Break

10:15am - 11:00pm - Exercise Primavera P6 Lesson 2: Work Breakdown Structure

11:00pm - 11:30pm - Exercise Primavera P6 Lesson 3 : Creating Phase Calendars Template Pre, Shutdown, Mechanical, Startup, Post

11:30pm - 12:00pm - Exercise Primavera P6 Lesson 4: Creating Activity Codes

12:00pm - 1:00pm - Lunch

1:00pm - 1:30pm - Exercise Primavera P6 Lesson 5: Creating Layouts Planning, Scheduling, Updating

1:30pm - 2:00pm - Exercise Primavera P6 Lesson 6: Managing Data

2:00pm - 3:00pm - Group Exercise Creating a Work Order Task Plan Fill-out a FPF (Field Planning Form) for Stationary and/or Rotating

Equipment with logic, resources and estimates 3:00pm - 3:15pm - Coffee Break

3:15pm - 4:30pm - Group Exercise - Continued
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Course Agenda ii

Primavera P6 for STO Planning & Scheduling STO300 www.cpmsolutions.ca 2013

Day 2 Theme: Programming and Scheduling

The theme for this session is Programming and Scheduling, where the student will learn thedifference between them, and learn to create programming codes and how to assign them, bothmanually and globally. The student will learn the various methods of scheduling; how to apply them,and when to use them. The highlight of this session will be Dynamic Schedule Management (DSM)

for driving, not monitoring their STO project. At the end of Day 2 the student will have a STO Project in Primavera P6 that represents a P lan, inpreparation for the next session of Execution Management and Control.

8:00am - 10:00am - Exercise Primavera P6 Lesson 9: Creating Activity Plans Adding Activities Relationships (Predecessors and Successors) Copy Activity Plans


10:15am - 10:45am - Exercise Primavera P6 Lesson 9: Adding Steps Creating Templates ROC (Rules of Credit)

10:45am - 11:00am - Presentation Dynamic Schedule Management (DSM) Scheduling Methodology Scheduling Techniques

11:00am - 12:00am - Exercise Primavera P6 Lesson 10: Prioritizing Work Orders Using Work Order Tasks Using Work Order Task Activities

12:00pm - 1:00pm - Lunch

1:00pm - 2:00pm - Group Workshop Exercise The Execution Strategy Establish the Execution Strategy Shutdown, Mechanical, Startup Resources Management

2:00pm - 3:00pm - Exercise Primavera P6 Lesson 11: Resource Levelling Optimizing the Plan Productivity Factors

3:00pm - 3:15pm - Coffee Break

3:00pm - 4:00pm - Exercise Primavera P6 Lesson 12: Saving a Baseline

4:00pm - 4:30pm - Presentation Execution Phase Best-practices KPIs: Safety, Quality, Efficiency
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Course Agenda iii


Day 3 Theme: Execution Management and Control

The theme for this session is Execution Management and Control, where the student will learn how tocreate reports for distribution (Daily Shift Reports) and analysis (Key Performance Reports) using thePrimavera P6 Report Writer with Filters and Batch Printing. The student will create a new Layoutfor Updating while establishing the methodology for obtaining accurate and timely Field Updates.

The student will learn to update and using DSM (Dynamic Schedule Management) learn to produce anew Daily Shift Report (Plan) to accommodate the Field Execution Coordinators based on resourceand asset availability.

At the end of this session the student will have a complete understanding of Planning, Estimating,Programming, Scheduling, Updating and Reporting to ensure an effective and efficient STO projectwith a combined effort of Planners, Schedulers and Field Execution Coordinators.

8:00am - 9:00am - Presentation Earned-value Performance CPI and SPI Planned, Earned and Actual

9:00am - 10:00am - Exercise Primavera P6 Lesson 13: Creating Reports Creating Report Groups Creating Shift Reports Creating Performance Reports


10:15am - 11:30am - Exercise Primavera P6 Lesson 14: Creating a Project Website

11:30am - 12:00pm - Exercise Primavera P6 Lesson 15: Updating Activities Create an Update / Status Layout Updating and Progressing Establish a New Plan (DSM)

12:00pm - 1:00pm - Lunch

1:00pm - 2:00pm - Exercise Primavera P6 Lesson 16: Earned -value Performance Performance Management S-curves by WBS

2:00pm - 2:45pm - Exercise Primavera P6 Lesson 17: Saving and Exporting Saving and Exporting Primavera P6 Project Data

2:45pm - 3:00pm - Coffee Break3:00pm - 4:00pm - Presentation Milestone Schedule

Lessons -Learned

4:00pm - 4:30pm - Review Questions Certificates and Photos Course Evaluation Forms

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Course Overview iv


Co

urseOverview

Course OverviewThis 3 day intensive training course is designed by STOnavigator Masters for the individuals responsible for the planning, scheduling and executionmanagement and control functions associated with shutdowns, turnarounds,

outages and capital projects.To maximize the effectiveness of Primavera P6 for managing these projectsweve designed a course that not only focuses on the ability to use the softwareeffectively, it focuses also on providing best-practice management tools foreffective estimating, schedule development and field execution to ensure youroverall project meets you key performance targets associated with safety, cost,duration, worker efficiency and quality.

Attendees will learn how to properly develop a plan based on realistic estimates,how to apply productivity factors and measure performance, how to develop andmanage a dynamic s chedule using the Primavera P6 levelling capabilities and

how to get buy-in from field execution and operations coordinators during theoutage.

ObjectiveThe objective of this course is to provide instruction on navigating and managingdata in the Primavera P6 environment while teaching industry best-practicesfor planning, scheduling and executing an efficient shutdown, turnaround,outage or capital project.

VisionThe Planning Team will assist with establishing the Key Performance Targets

and control the project to meet or exceed them.

Key PerformanceIndicators Key Performance Targets Phase

Budget / Workscope Based on Risk/Cost Benefit StrategicPlanning

Duration Based on Shutdown/Start-up andLongest-pathPlanning andScheduling

Safety /Environment Zero Incidents Execution

Quality Zero rework, zero leaks Execution

Direct Wrench-time 55% Execution
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Flow of Lessons v


Co

urseOverview

Flow of LessonsThe steps (lessons) outlined below have been purposefully sequenced in theprogression in which a real-life STO project should be planned, scheduled andcontrolled:

Presentation: STO Project Methodology and Technology

Presentation: Planning, Scheduling and Field Execution Roles

Lesson 1: Creating a STO Project and Setting Defaults

Lesson 2: Creating the Work Breakdown Structure (WBS)

Lesson 3: Creating Phase Calendars

Lesson 4: Creating Activity Codes

Lesson 5: Creating Layouts

Lesson 6: Managing DataPresentation: Worklist Management and Control

Presentation: Creating a Planned Job Package

Group Workshop Exercise: Work Order (Task) Activity Planning

Presentation: Resources and Productivity

Lesson 7: Resources and Productivity

Lesson 8: Creating Activity Plans

Presentation: Establish Key Performance Indicators (KPIs)

Presentation: Defining the Execution Plan

Lesson 9: Adding Steps

Lesson 10: Prioritizing Work Orders

Presentation: Dynamic Schedule Management (DSM)

Lesson 11: Scheduling

Lesson 12: Saving a Baseline

Lesson 13: Creating Reports

Lesson 14: Creating a Project WebsiteLesson 15: Updating Activities

Lesson 16: Earned Value Performance

Lesson 17: Saving and Exporting

Lesson 18: The Milestone Schedule

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Course Evaluation STO300 vi


Instructor Instructor

Ej (Ted) Lister is an internationally recognized innovative leader and sought-after Shutdown, Turnaround and Outage Navigator and Keynote Speaker andPresenter; author of several books and manuals relevant to STO Best-Practices. Gifted, patient and enthusiastic communicator and people-person;projects are not successful, the project team is.

Ej has more than 25 years of combined experience in the field and in the war-room. Certified Red Seal Electrician and Instrumentation Technologist. QualifiedPlanner/Scheduler and Project Controls Specialist with HR and ChangeManagement accreditations. Ej is the Editor of STO Navigator learning blog,contributing weekly to share knowledge and experience to more than 10,000visitors monthly. In 2005 Ej published Successful Change Management and is

currently completing a High Performance Organization book Lead, Manage orDig.

Favorite Quote: Grown -ups invented work to keep playing together

[email protected]
http://www.cpmsolutions.ca/http://www.cpmsolutions.ca/mailto:[email protected]:[email protected]:[email protected]://www.cpmsolutions.ca/

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