233022036 Module 4 Project Delivery Systems Participant Manual Rev 6

Project Delivery Systems Project Management Training Module 4

© Copyright 2012 WorleyParsons Services Pty Ltd This document has been prepared on behalf and for the exclusive use of WorleyParsons. This document may not be reproduced without the express permission of the Business Process Owner

Level 12, 333 Collins Street Melbourne Vic 3000 Australia Telephone: +061 3 8676 3500 Facsimile: +061 3 8676 3505 wwwworleyparsonscom WorleyParsons Services Pty Ltd ABN 61 001 279 812

Project Management Training Module 4 Business Management Systems Rev

Description

Orig

Review

WorleyParsons Approval

Date

0

Initial Issue

Jane Woodhead Joslin Guest

Suren Thurairajah

1

Revised and Issued for Use

Jane Woodhead

Suren Thurairajah

Mike Reilly

6/12/07

2

Revised and reissued for Use

Denise OrianMarshall

Suren Thurairajah

Mike Reilly

24-Apr-08

3

Reissued for Use

M. Reilly

B. Tew

M. Reilly

21-May-08

4

Reissued for Use

M. Reilly

B. Tew

M. Reilly

9-Sep-08

5

Revised and reissued for Use

Stella Durdin

Suren Thurairajah

13 Dec 2012

TABLE OF CONTENTS INTRODUCTION ........................................................................................................... 1 Module Learning Objectives .......................................................................................... 1 WorleyParsons Delivery Systems Strategy ................................................................... 2 Overview of the WorleyParsons Delivery Systems ....................................................... 3 FINANCE AND ADMINISTRATION TOOLS ................................................................ 5 Rollout of GBS across the WorleyParsons locations ..................................................... 5 PROJECT MANAGEMENT AND CONTROL TOOLS ................................................. 7 Estimating ...................................................................................................................... 7 Cost Control ................................................................................................................. 10 Planning ....................................................................................................................... 12 PROCUREMENT AND CONTRACTS TOOLS ........................................................... 14 Procurement ................................................................................................................ 14 Contracts ........................................................................ Error! Bookmark not defined. CONSTRUCTION AND COMPLETIONS TOOLS ...................................................... 20 ENGINEERING AND DESIGN TOOLS....................................................................... 23 Engineering Design Systems ....................................................................................... 24 WorleyParsons Preferred Engineering Systems ......................................................... 24 Technology Roadmap .................................................................................................. 25 Key Success Factors for successful execution of Engineering Design Systems on a project .......................................................................................................................... 26 DOCUMENT AND DATA MANAGEMENT TOOLS ................................................... 27 SmartPlant Foundation ................................................................................................ 29 COMMUNICATION TOOLS ........................................................................................ 33 IMPROVE PORTFOLIO MANAGEMENT TOOLS ..................................................... 34 CUSTOMER SYSTEMS .............................................................................................. 36 SELECTING AND ACCESSING TOOLS.................................................................... 37 What System Should I Use? ........................................................................................ 37 Activity 1 ....................................................................................................................... 45 COST CONTROL ................................................................. Error! Bookmark not defined. Cost Control Data Flow .................................................. Error! Bookmark not defined. REPORTS .................................................................................................................... 47 Finance & Administration Reports – WorleyParsons Business Reporting Tool .......... 48 Project Management and Control Reports .................................................................. 51 Procurement Reports (SmartPlant Materials - SPM) ................................................... 68 Procurement Reports ................................................................................................... 72 Construction Reports ................................................................................................... 74 Data Management & Communication Reports ............................................................ 82 Document Management and Communication Reports in SPF .................................... 88 Data Management and Communication Reports ........................................................ 89

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INTRODUCTION This Project Delivery Systems module is a critical part of project management training. The module provides an overview of the Project Delivery Systems used at WorleyParsons and how you select and use them for different functions and projects. The principles and processes described in this module are valid for all sizes of projects and business process, and to all locations.

Module Learning Objectives Following 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.

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WorleyParsons Delivery Systems Strategy WorleyParsons Executive Committee (Exco) has endorsed the rollout of a consistent set of processes including the following: 

WPMP : WorleyParsons Project Management Process – The WorleyParsons framework for project execution.



EMS: Enterprise Management System – Repository of standard workflows, procedures and templates.

The WPMP phases are summarized below. Phase Identify

Key Activities / Goals

Description



Project Feasibility

Determine project feasibility and alignment with business strategy



Business Strategy



Identify



Development



Options

Evaluate



Conception / Feasibility Engineering

Evaluate the preferred development option and execution strategy

Define



Front End / Basic Engineering



Finalize project scope and schedule, and sanction project



Prepare for Execution phase

Engineering Procurement and Construction (EPC)

Produce an operating asset consistent with scope, cost and schedule

Execution 

Operate

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Produce Asset



Operate Asset

Evaluate and operate asset to ensure performance to specifications and maximum return to customers

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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 through:  establishment and communication of the standard tool kit  establishment of global agreements with suppliers - wider acceptance  increased integration of standard tools - reduced duplication.



Provide access to WorleyParsons knowledge through:  making available user manuals, guides, templates and standard set-ups  providing training, set-up, configuration support and helpdesk facilities.



Facilitate multiple office work sharing through:  use of common systems  transfer of personnel between offices, locations and projects  common databases.

Overview of the WorleyParsons Delivery Systems

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Each system has a specific function in WorleyParsons’ project management process. The systems used depend on the type of project being executed—for example, an Engineering Only project requires a smaller suite of systems than a full Engineering, Procurement and Construction Management (EPCM) project. The delivery systems are standalone tools that ‘talk’ to each other via the interfaces between them. In most cases, the business systems are interdependent and require the interfaces in order to work as a whole. For example, Smart Plant Foundation (SPF) imports data from InControl. As a Project Manager you will need to know what tools to use for different types of projects, depending on factors such as type of services, size of project and complexity of transactions and data to be managed. You will also need to understand how information flows between the tools, so that you can use them effectively to manage and control each project. It is important that you also know how to work with the systems support personnel to set-up and configure the project delivery tools for each project.

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FINANCE AND ADMINISTRATION TOOLS Finance and administration tools are supported by GBS

The Finance and Administration systems:  collect EPCM service costs through the Time Management System  collate actual service costs  transfer to payroll and project control systems. Procurement and construction management cost may be passed through the Finance and Administration Systems in cases where procurement and construction is done on WorleyParsons’ paper.

Rollout of GBS across the WorleyParsons locations The Global Business System (GBS) is an Oracle e-business suit and is being rolled out to replace all existing Finance and HR management systems. It is a single environment, “On Demand” service and is globally accessible. There are new modules for:  Projects  Finance  HR GBS interfaces with the following existing Global Standard WorleyParsons systems:  InControl (service costs)  PREDICTION + (contractor costs)  SmartPlant Materials (committed costs and vendor invoices)

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What Does GBS Do? 

Initiate projects and proposals  Classify projects and proposals  Register project data



Time Management System  Collects 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

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PROJECT MANAGEMENT AND CONTROL TOOLS The Project Control tools are supported by the Project and Improve Systems (PAIS) group.

Estimating

The Estimating tools include:

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

Aspen Capital Cost Estimator (ACCE) is used for the SELECT business line Identify and Evaluate Phase



Quest Capital Cost Estimator for Class 2 to Class 4 estimates



@Risk is used for risk modeling and analysis

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What Does ACCE Do? Aspen Capital Cost Estimator (ACCE - formally Kbase) supports the generation of conceptual and detailed cost estimates and schedules over the project lifecycle. With ACCE accurate budgets can be created from conceptual definitions, and it has been 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 analyze execution strategies, manage change orders and control costs. ACCE is used for Class 1 – Class 2 estimates only through the Identify and Evaluate phases.

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 Ability to 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 the risk analysis tool Many reports to choose from

What Does Quest Do? Quest is an estimating system designed to aid estimators in the preparation of major capital cost estimates. It can help relieve the estimator of much of the number crunching that is inherent in the generation of an estimate. Quest enhances the quality of estimates by automating the calculations within a disciplined structure and thereby eliminating a major source of estimate errors. Quest is used for Class 2 – Class 4 estimates only through the Define, Execute and Operate phases.

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

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What Does @Risk Do @RISK is 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. WorleyParsons manages contingency assessments using @RISK with proven templates and reports – via a pool of shared licenses 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. The system uses Monte Carlo-based simulation to run many possible outcomes.

Benefits of @Risk 

@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

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Cost Control

The Cost Control tools include:



Services Cost and Progress Control in all phases



PREDICTION + for TIC Cost and Progress Control.

What Does InControl Do? InControl is a specialist project cost and progress control tool for managing WorleyParsons’ services. It is built around WorleyParsons’ processes and procedures to allow projects to manage costs against budget, track progress, control scope and determine forecast in one place. It brings together project budget costs, schedule and document data into a single repository. This capability 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.

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

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What Does PREDICTION+ Do? PREDICTION+® is a WorleyParsons owned integrated Project Management tool designed to manage TIC cost and progress control for standalone projects or program/portfolio works. It 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 PCS module provides real-time Total Installed Cost (TIC) and progress measurement management for projects and contracts.

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

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Planning

The planning tools are: 

Oracle Primavera P6 for logic based Planning and Schedule Control for all phases



Oracle Primavera Risk for Schedule Risk Analysis for all phases

What does Primavera P6 do? The Primavera P6 planning application is used for the development of a schedule/program for all phases of projects. It is a robust, industry standard application suite from OraclePrimavera that delivers full enterprise project portfolio management throughout the project lifecycle and across a range of project sizes and complexity. It has an extensive range of functions including:  Logic based networking  Critical path analysis  Resource scheduling  Import /export capabilities

Benefits of Primavera P6    

Enables us to deliver projects on time and within budget Provides integration capability with other systems Has import / export capabilities Has powerful and configurable dashboards

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What does Primavera Risk do? Primavera Risk simulates various scenarios using built-in templates for qualitative and/or 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

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

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PROCUREMENT AND CONTRACTS TOOLS The procurement and contracts tools are supported by PAIS.

Procurement

The Procurement and Contracts tools are:

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

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. Module 4 – Project Delivery Systems

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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. It provides a platform to manage project materials specifications and allows for identification and quantification of materials, showing status throughout the project material lifecycle such as:  purchased  under manufacture  in transit, received  held in stock  allocated  issued. It also allows for identification and quantification of required stock, allocated for each item by line or drawing number. It has 4 integrated modules as illustrated in the diagram below:

Smart Plant Reference Data (SPRD) SPRD provides material libraries at both corporate and project levels for use for materials revision and change management. It includes a Project Estimating functionality that can be used to generate estimates for new project bids and can access historical SmartPlant Materials project data to develop first estimates based on previous projects. It enables corporate (project-independent) material data standardization, especially of bulk material. Data can be organized to suit the required corporate or country standards and can be fed into design systems such as Plant Design System or Plant Design Management System.

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Engineering and Procurement Integration (E&PI) E&PI presents the most recent status of material items in the project so that the flow of materials can be controlled, to avoid surpluses and shortages. Based on past experience of material usage and requisition patterns, rule-driven processes enable it to automatically create material requisitions, translating the project engineering view into the project procurement view.

Materials Supply Chain Management (MSCM) MSCM integrates interchanges between commodity suppliers, manufacturers, fabricators and freight forwarders, so that all procurement and relevant supply chain information is in the same database. It allows paperless integration of supplier performance and history measurement, supplier management, inquiry cycle, bid tabulation, purchase order/award, scheduling, progress/milestone control and tracking/tracing. MSCM data can be integrated with financial systems such as SAP or Oracle to control payment and invoicing.

Site Control Site Control balances onsite personnel with material availability, assigning material to site inventories in the shortest possible time. It allows automated material receiving, forecasting, reservation and allocation routines to control and manage materials in various site warehouses. It is used when reviewing the project schedule.

Benefits of SmartPlant Materials        

All specialist items, long lead items and large items (including equipment) can be fully managed and can 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

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What Does CAMS Do? Contract Administration Management System (CAMS) is facilitated by the use of task and event management, performance metrics, compliance monitoring, budget analysis, amendments, change orders, and contract correspondence administration. The task and event alerts allow the contract manager to monitor the ongoing performance of the contract. CAMS provides visibility into contracts, providing opportunities to identify cost savings, mitigate risk and improve compliance. It 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.

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 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 followed Generation of payment certificates within the application, tracking items such as:  total cost approved  remaining balance  recovery of advance payments  accounting for retention withheld

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What Does Supplier Portal Do? Suppliers are a crucial part of our project execution so WorleyParsons has a Global Suppliers Portal; a secure online registration process that captures the relevant information to support Supplier registration, invitation, evaluation and selection through to performance rating. By Suppliers registering with us, their details will be accessible to every procurement location in our worldwide organisation and potentially provide them with new business opportunities with WorleyParsons.

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 a Supplier on a project Knowledge is at hand if a 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 is available immediately System security – granular levels of access Provides a secure and accessible location for approved Supplier records Supplier information is available across locations/countries for Workshare

What Does Trade Wizard Do? To become trade compliant, WorleyParsons utilises Trade Wizard, a tool that is 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. The ‘Trade Wizard’ tool is a single function, browser-based interactive query tool that can provide quick answers to specific international trade related queries.

Benefits of Trade Wizard 

  

Ability to determine:  a party's eligibility to conduct a global trade transaction  whether a certain product can be imported into a certain country  whether a country requires an import or export license, certificates, inspections and/or permits required for trade with certain products  documentation required for commercial and government for a given country of export and country of import Can calculate the landed cost for a transaction including duties, taxes, custom fees, port charges and all other import taxes Assists us to pay correct duties, often reducing total customs charges Allows us to take advantage of preferential trade programs

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What does RPS On-Demand do? Many companies face significant challenges in finding whether the party to a shipment has been placed on any official denied persons or illegal trans-shipper list that is blocked from import or export transactions, or not sanctioned by the government for illegal acts such as terrorism, narcotics trafficking, etc. 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. The use of the system will prevent any illegal transactions with restricted entities or trade parties and avoid penalties. Additionally this will significantly reduce our corporate risk, liability and exposure to prohibited transactions.

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

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CONSTRUCTION AND COMPLETIONS TOOLS The construction and completions tools are supported by PAIS.

The Construction and Completions tools include:

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

PREDICTION+ JCS - JobCard Management System



CMT – Completions Management Tool



RFI – Electronic Management of Site Queries

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What Does PREDICTION +JCS Do? PREDICTION+® is a WorleyParsons owned integrated Project Controls tool designed to manage all aspects of Project Controls for standalone projects or program/portfolio works. It 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.

Benefits of PREDICTION +JCS  



Acts as a Job Card/Work Pack repository It 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  man-hours expenditure and quantities installed It can also manage and report on progress, performance and productivity

What Does CMT Do? The Completions Management Tool (CMT) is 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.

Benefits of CMT          

It is an enterprise software tool customized for WorleyParsons Compliments and supports the WorleyParsons Completions Framework 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

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What Does RFI Do? RFI electronically manages all technical questions/ queries. It is the vehicle that will circulate the query from initiation to resolution via the email system. It is the basis for reporting of quality performance via quality codes and for change management and claim avoidance.

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

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ENGINEERING AND DESIGN TOOLS The engineering and design tools are supported by Engineering Services (ES).

The Engineering Design Systems diagram below shows the full suite of engineering systems and how they interface with other tools WorleyParsons uses.

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Engineering Design Systems 

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 and mechanical data management



Used to produce 2D engineering design





Microstation – 2D design system supported by WorleyParsons



AutoCAD – 2D design system supported by WorleyParsons

Used to produce 3D engineering design 

PDMS – Primarily used for 3D Offshore Plant Design



AutoPlant – Alternate 3D design system supported by WorleyParsons

WorleyParsons Preferred Engineering Systems

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

Used for Piping and Instrument Design to develop intelligent P&IDs



Used to complete instrument and control engineering and design activities



Used to complete electrical engineering and design activities



Used to produce specifications



Used to produce 3D engineering design



Used to conduct design reviews



Used as an intelligent Document and Data Management System

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Technology Roadmap The diagram below illustrates the advances that have taken place in engineering design systems in the past 50 years; from being very manual and document-centric, through the use of basic CAD systems, to the current data-centric integrated systems providing far greater efficiency and reduced risk.

Source: ReVisionz Inc

The diagram below details the various engineering design systems we use and the way they are integrated with other systems.

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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 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

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DOCUMENT AND DATA MANAGEMENT TOOLS The document and data management tools are supported by Engineering Data Management (EDM).

Data Management systems collect all project documents in a single repository. This enables the data collected during the course of project execution to be entered into a single repository, thereby easing the process of data for handover to the customer at the end of a project.

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

ENCOMPASS for document management



SPF for Document and Data Management especially when Data Integration is required

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What does Encompass do? Encompass is an automated project information and document management system designed to support our workflow processes. It is an in-house developed platform using all commercially available software and is designed to facilitate easy participation by external project stakeholders It is a rule-based system which is totally customizable and is built for managing the full project life cycle. Data delivered to customers can be structured for upload into their document management system.

Benefits of Encompass    

      

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

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SmartPlant Foundation What does SPF do? SPF is the electronic repository and tracking system for all documentation produced by the project. It maintains all document references, document cross-references and revision histories and can hold all approved versions of documentation in either their native or scanned format. It makes documents available across locations and time zones within a secure document repository. SPF is WorleyParsons’ preferred tool for Document and Data Management on EP and EPCM projects of a size that justify this tool, ie with a large amount of document and data to be managed. It interfaces directly with MS Office tools and a wide range of other third-party add-ons.

Benefits of SPF 

 

SPF 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. This ongoing transfer of information eases the burden and cost of collating data for a single transfer at the end of the project It is a secure, managed environment which is fully configurable and auditable with full revision history. User access can be controlled by:  document type  document attributes  user groups

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Key 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

Other functionality File Management    

Check in and checkout Revision and signoff Revision status tracked Full reference file support

Search and retrieval based on:   

Document number Discipline type Revision

Transmittals     

Formalised document release mechanism with external organizations and within local departments Document review dates and tracking Responses formally recorded Email notification of activities Transmittal matrix (external and internal)

Revision Control   

Stores all revision Comparison including graphic Configured revision scheme

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Change Notification  

Push : e-Mail Subscription Pull : To-Do List

Stores all the data “forever” 

You can “turn the clock back” to look at what revisions were current at an earlier point in time

Easy Navigation of Intelligent Links 

Automated creation of graphical hotspots from drawings

Consistency Reporting

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Document Viewing and Markup – SmartPlant Markup Plus      

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

SPF Workflow The SPF workflow includes:  Graphical process definition  Electronic routing(e-mail) and approval  Progress tracking  Check List  Full audit history is retained – can show who changed what, why and when

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Data Handover The diagram below illustrates how data is transferred between SPF and other systems used at Worley Parsons.

Data Handover

COMMUNICATION TOOLS The communication tools at WorleyParsons are supported by the iM group.

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Safety statistics and incident reporting

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Repository of all WorleyParsons procedures, workflows, templates, guidelines, forms, checklists and prompt lists

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Project web-based Intranet environment

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Repository for non-project, uncontrolled data

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Communication tool for user communities

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Key internal and external mail communication system

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IMPROVE PORTFOLIO MANAGEMENT TOOLS The improve portfolio management tools are supported by PAIS.

What Does IOP Do? The 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. These methodologies and systems are 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. The IOP in its entirety represents what has previously been known as a Contract Execution Plan or Contract Operating Manual. The IOP however takes a different approach where the same information is presented in the form of a network of web pages with linked documents. The advantage of this format is that it makes information more accessible to users and makes any customisation required a simple and logical process. The generic IOP has all the required content for use in a typical Improve Contract and in this context is ready to be used “out of the box”. However a key feature of the IOP is that it has been designed to be readily customised for individual Improve Contracts and as such can provide dual access to both WorleyParsons and a Customer’s processes, documents etc.

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Benefits of IOP 

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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). The IOP addresses both content and structure since there is a lot of the difficulty in establishing new contracts due to the structure for the systems and the Customer systems interface requirements. 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. The IOP will incorporate best practice solutions from existing Improve contracts thus enhancing standard WorleyParsons systems and procedures. The IOP can be functional at an effective level on:  WorleyParsons  ‘neutral’ (non-WP, non-Customer)  Customer systems environments. The IOP sharepoint site has the capability to store / link ‘live contract / project data’ but keeps this displayed separately from ‘reference / procedural data’. It is 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.

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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 as follows:  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

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Weekly cost commitment data into customer ERP system

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Handover of completed documents and intelligent data into the customer ERP system or Document Management system

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SELECTING AND ACCESSING TOOLS It is important for you to be able to select and access appropriate tools for your project. The tool(s) will vary according to:  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. You should work closely with the Project and Improve Systems (PAIS), Engineering Systems (ES) and Engineering Data Management Systems (EDM) Groups to select and configure the systems for your project.

What PAIS System Should I Use?

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Selecting The Appropriate Project Delivery Tools Function/System ESTIMATING Aspen Capital Cost Estimator (ACCE)

Scope of Work

E

E/P

EPCM

PMC/TIC

Improve

Phases

All

Define/Execute

Execute

Define/Execute

Operate

Description 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.

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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.

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PROJECT CONTROLS InControl

PREDICTION+ PCS

PLANNING Primavera P6

Primavera Risk

PROCUREMENT SmartPlant Materials (SPM)

Description 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. 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. Description 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. Used to provide quantitative evaluation of full project life-cycle risks associated with uncertainty in schedule.

COMPLETIONS Completions Management Tool (CMT)

Description 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. Description 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.

IMPROVE Improve Operating Platform (IOP)

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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. Description 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.

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Description 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.

CONSTRUCTION PREDICTION+ JCS

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Further information regards each of the PAIS Systems and how to select the appropriate tools is available via the PAIS SharePoint site as per the link below; http://bsg.worleyparsons.com/Pages/Pursuit.aspx

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Selecting Appropriate Project Management Tools - Examples 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

Project Management tools: 

Finance and time management system – time and cost data management

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InControl – EPCM services cost control

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Primavera – planning

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WPMP – project management process

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EMS – functional procedures.

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.

Project Management tools: 

GBS Finance and time management system – time and cost data management

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InControl – EPCM services cost management and control

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Primavera – planning

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Primavera Risk – Schedule Risk

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CAMS – Contracts Management

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SmartPlant Materials (SPM) – materials management

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SmartPlant Foundation (SPF) – document and data management

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WPMP – project management process

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EMS – functional procedures

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Completion Management Tool (CMT) – Completions management.

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Interfaces The successful delivery of these systems is very much dependent upon the interfaces between systems and ensuring consistent coding and processes are followed throughout. Module 2 – Project Controls & Commercial Management focuses on the importance of the WBS and global CoA structures. It is important that suitable WBS structures have been clearly defined before any systems are implemented and the global code of accounts is utilized consistently. The screenshots below give a snapshot of the information available on interfaces between the PAIS systems. The information has been organised into the following categories and is available via the Implementations page of the PAIS SharePoint site;  Interface Diagram  Interface Reference Table  Interface Guidelines  Interface How-to Guides  Interface Specification Details  Import Templates  Sample Source Files http://bsg.worleyparsons.com/Pages/Implementations.aspx

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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 and prepare to explain your reasons for this selection to the wider group.

Develop project-specific system diagram  

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

 Project 1  Engineering Only project in the Evaluate phase.  Project fee value: US$0.5 million.  WorleyParsons scope is to complete Engineering activities and develop concept study adequate documentation to enable the customer to make a decision to move forwards to the next phase of work. The next phase may or may not be completed by WorleyParsons.

Project 2  Engineering and Procurement Services project in the Define phase with some potential for early procurement on long-lead items.  Project fee value: US$ 5 million, excluding the early purchase cost of the procurement items.  All procurement services for the agreed long lead items will have to be supplied by WorleyParsons while the purchase orders will be placed by the customer directly on the vendors.  The contracting strategy on the project will be for WorleyParsons to complete the FEED in the Define phase and develop a comprehensive tender document for the customer to go out for an EPC bid.

Project 3  Execute phase EPCM Project for the development of a Gas Plant.  Project Total Installed Cost: US$ 200 Million.  WorleyParsons has full responsibility for the management of the TIC costs.  All procurement services will have to be supplied by WorleyParsons while the purchase orders will be placed by the customer directly on the vendors. Though WorleyParsons will not be placing purchase orders directly, we will have the responsibility for the verification of invoices prior to the payment by the customer. WorleyParsons will have full responsibility for materials control from design all the way through to fabrication and installation. WorleyParsons will have full responsibility for the management of the construction contractors and for monitoring their performance and the authorization of progress payments.  The scope of work for WorleyParsons will conclude at plant start-up.

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Notes page …………..

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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 On the following pages you will find examples of:  Finance and Administration reports  Project Management and Control reports  Procurement reports  Construction reports  Data Management and Communication reports’

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Finance & Administration Reports – WorleyParsons Business Reporting Tool Project Hours and Revenue Validation Report

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Aged Debtors Summary Report

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Financial Analysis Reports:

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Project Management and Control Reports Aspen Capital Cost Estimator Reports

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Quest Capital Cost Estimator Reports

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@Risk Reports

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InControl - Proposal Report (CTR/Activity Sheet)

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InControl Activity Register

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InControl - PGM Graphical Reports

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InControl - Project Summary Report

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InControl - Resources Details—Manhour/Quantity Report

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Resource Productivity Report

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InControl - Resource Progress Report

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InControl - Cost Commitment Report

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PREDICTION + - Estimate Summary Report

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PREDICTION + - Detailed Cost Report

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PREDICTION + - Cost S Curve

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PREDICTION+ - Variation Report

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Primavera P6 Report

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Primavera Risk Report

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Procurement Reports (SmartPlant Materials - SPM) Procurement Status Report (Part 1 of 2)

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Procurement Status Report (Part 2 of 2)

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Expediting Summary Report

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CAMS – Subcontract Monthly Status Report

CAMS – Contract Commitment Report

CAMS – Total Forecast Contract Value – Summary

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Procurement Reports Supplier Portal

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Trade Wizard

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Construction Reports PREDICTION+ Jobcard

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PREDICTION+ Jobcard Hours Progress Reports

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PREDICTION+ - Jobcard Quantity Histogram Report

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PREDICTION+ Jobcard Quantity Progress Reports

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Completions Management Tool – Sub System Status Reports

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Completions Management Tool – Object Status Reports

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Completions Management Tool – Progress Reports

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RFI Tool - Reports

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Data Management & Communication Reports Xxxx

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Document Management and Communication Reports in SPF 

Document Control Reports  Master Document Register  Transmittal Reports  Document Expediting

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Supplier Data Reports  Supplier Document Register  Supplier Transmittal Details  PO Status Reports  Expediting Reports

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Custom Reports as required

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Data Management and Communication Reports Document Revision Register

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Internal Transmittal Overdue Report

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Supplier Expediting - External

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Custom Project – Status Report

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