PLANNING AND SCHEDULING

Planning Overview

Fotolia 37967332 XSOne of EPCM-PSP's main underlying principals in all processes is developing, implementing and managing to standard processes and procedures; and planning and scheduling is no different. EPCM-psp understands that all customers are different and work in different environments, so usually all processes have to be customized accordingly. Regardless of how the services need to be customized, once they are developed, EPCM-psp produces accompanying procedure documents so the processes are repeatable.

Following EPCM-psp's Shutdown, Turnaround & Outage Lifecycle Methodology, which encompasses all of our services; once the Component-Based Estimate™ is complete, it is on to detailed Planning. This involves refining the Component-Based Estimate™ and integrating any modifications and 'one off' activity steps. We also develop customized (but standard in content) Work Packets. The main contents of our electronic Work Packets are:iStock 000018160637XSmall

  • Equipment Technical Drawings, Isometrics, Marked Up Plot Plans and P&ID's, and Simplified Drawings
  • Equipment photos
  • Field Validated complete NORM based Estimate from Primavera
  • Copy of technical data from our customized Electronic Database
  • Maintenance & Technical Procedures
  • Blind List
  • Temp Piping Plan
  • Bill of Materials with order & tracking details
  • HSSE plan with special PPE requirements
  • Entry rescue plans
  • Disposal plans

Other planning services we provide:

  • Conducting Field Walks with Specialty Contractors
  • Identify Long Lead items and order timely
  • Create Electronic permits ready for issuance
  • Flange Management Planning & Tracking

Scheduling Overview

iStock 000016547734XSmallThe titles of ‘Master scheduler’, ‘Lead Scheduler’ and ‘Certified Scheduler’ are showing up everywhere these days, but have you thought about who is certifying these people and in what? Other than teaching scheduling software basics, there are no colleges that provide certified scheduling courses specific to real world environments. There are no clear industry distinctions as to the difference between a master scheduler or a regular scheduler other than the confidence of the person completing the job application.

This is where EPCM-psp is different. We don’t provide master schedulers or junior schedulers – we provide scheduling services.

EPCM-psp follows the belief that if you teach your employees to follow a process and manage to that process, you will get the same result each time. EPCM-psp has developed a scheduling process and methodology (Float-Based Prioritization™) that will bring accurate and consistent Project Controls to any type or size of project similar to what you only heard about in theory.

Float-Based Prioritization™

Our methodology, which is called ‘Float-Based Prioritization™’ has been developed specifically by us and is not available from any other company in the industry. Because it has solid foundations and standard fundamental principles our methodology can be adapted to building a house, conducting airplane maintenance or running Turnarounds for the oil & gas markets.

Above all our methodology gives our customers accurate information and confidence allowing them to make proactive decisions. There is no methodology that can see into the future but EPCM-psp offers as much predictability as is possible, and that is what makes our scheduling services a vital part of your next project. Some of the main advantages and principals of our methodology are:

  •  Priorities are based on float, and are quickly assigned automatically during execution and need no manual manipulation of data.
  • Dynamic scheduling allows for easy schedule review as the equipment is independent of each other, and logic and constraints can easily be applied.
  • Our use of Controlling Milestones allows us to prioritize work based on potential of discovery being found as early as possible into an event. We also use Milestones to make sure all the smaller jobs get worked on timely and don't pile up to the end of the event.
  • Standard level of detail is used across all elements of our schedules to allow for easy understanding and less communication needed during the event.
  • Standard codes, WBS and CBS structures, methodologies, processes & procedures allows us to take one scheduler out and place another scheduler in quickly without need for a detailed hand off period.
  • Standard naming conventions make for less communication being needed and make the schedule 'user friendly' for everyone.
  • Standard Field Reports for General Foremen & Field Coordinators which are generated by shift, day or week that include:
    • Priority 1 &2 Lookahead, by event, unit, and/or resource
    • Executable Activities by event, unit, and/or resource
    • Punchlists of remaining activities by event, unit, and/or resource
  • Standard Management Reports which can be generated by shift, day or week, that include:
    • General Progress Curve/ S Curve & Histograms
    • Units % Complete, Variance & SPI by Primary Resource
    • Units % Complete, Variance & SPI by Equipment Type
    • Overall Control & Intermediate Milestone
    • Remaining activities by Intermediate Milestone
    • Remaining activities by System

Schedule Mechanics & Integrity Check Process

Historically projects can be plagued by problems created by inefficiencies and inaccuracies. Once a project has started most schedules allow the Project Management team to look at what has happened, rather than what needs to happen, and this causes reactive decisions to be made.
Creating a sustainable process is nearly impossible until you get to the root cause of the problems. Using our 'Schedule Mechanics and Integrity Check Process' you can take a step in the right direction before you start your next event. During our assessment we will look into areas such as:

  • Standardized Scheduling procedures being followed
  • Activity Coding Requirements implemented
  • Resource Loading is accurate and leveling can be achieved
  • Updating and Reporting process developed
  • Schedule mechanics and functionality
  • Capital Project Integration

Upon completion of the initial assessment, a detailed report identifying the current situation with recommended changes and details of how to implement the changes will be provided.