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Title User Advisory - 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 learn where these cells are and if the streadsheet is ever unlocked that the cells with the formulas are not disturbed. Disturbing or altering these cells may render the "Tool" unable to function properly. Instruction # 1
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password protected. The user may ked "cells" that contain complex math treadsheet is ever unlocked that the may render the "Tool" unable to
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PROJECT KICKOFF CLIENT Client and Company PM jointly set time, place and Project Mngmt. agenda for Kickoff meeting
En'g Mngmt
Arrange for project number and space, office & computers
Engr Mngr Selected
Joint Company and Client Project Kick-Off meetings
Process Civil Structural Mech Equip Vessels
Discipline Leads assigned
Electrical Instruments
Piping Material Engineering
Piping Design Group
Piping Material Control
Pipe Stress Engineering
Piping Engineering Lead (PEL)
Piping Lead Attend all project meetings and collect all project data relevant to Piping assigned
Total Project joint kick-off meeting
Milestones
Page 3 of 13
Piping Lead meets with Piping Department Manager to address Preliminary Staff assignments
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PROJECT Preliminary KICKOFF Engineering CLIENT
Project Mngmt.
En'g Mngmt PFD & Line Data available
Process Civil Structural Mech Equip Vessels Electrical Instruments
Piping Line Class Specs Piping Material Engineering
PME assigned (Latest)
Piping Design Supervisor assigned (latest)
Piping Design Group
Piping Material Control
Pipe Stress Engineering
Piping Engineering Lead (PEL)
Determine availability of Group Leads
Input to overall Project Execution Plan Input to project Document Distribution Matrix
Start job planning and Instructions Attend all Meetings, Visit Jobsite, Collect Client Specs and keep Piping Manager informed
Milestones
PFDs and some Design data available
Page 4 of 13
Process initiates work on P&IDs
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PROJECT Preliminary KICKOFF Engineering CLIENT
Project Mngmt.
En'g Mngmt Process
P&IDs IFA
P&IDs IFD
Civil Structural Mech Equip Vessels Electrical Instruments Piping Line Class Specs Piping Material Engineering
P&ID Reviews Line Number and "Spec" P&IDs Initiate Line List Develop Plot Plan
Piping Design Group
Develop Piping Design and Layout Specification
Plot Plan Issued for Inhouse review
Resolve comments
Plot Plan IFA
Develop Piping Standard Details P&ID Reviews
Piping Material Control
Pipe Stress Engineering
Piping Material Control Supvr assigned (not Staffed)
Lead Pipe Stress Eng assigned & avail as required
All PMC Staffed
P&ID Reviews PMC Supervisor available as required
P&ID Reviews PSE Supervisor available as required P&ID Reviews
Piping Engineering Lead (PEL) Monitor, Control and Report
Milestones
In-house P&ID Review
P&IDs IFA
Page 5 of 13
P&IDs IFD
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PROJECT Scope, Estimate KICKOFF & Schedule CLIENT
Project Mngmt.
En'g Mngmt Process
Util P&IDs
Civil Structural 1 st Vendor Drawings
Mech Equip Vessels Electrical Instruments Ln. Cl. Specs Complete
Prepare other Specs (Insulation, Paint, Hydrotest, etc) Piping Material Engineering
Prepare "Specialty" Item List and Specifications Scope of Work, Labor Hour Estimate & input to Piping Control Level Schedule
Build 3D Data Base for Model Update Line List for Utility
Piping Design Group
Preliminary MTO by sketch and other methods as appropriate Scope of Work, Labor Hour Estimate & input to Piping Control Level Schedule
Create 3D Model Partitions
Perform "Valve" MTO as P&IDs become available Piping Material Control
Prepare Shop Tonnage Estimate Scope of Work, Labor Hour Estimate & input to Piping Control Level Schedule
Pipe Stress Engineering Scope of Work, Labor Hour Estimate & input to Piping Control Level Schedule Review and finalize Shop Fab Spec. Piping Engineering Lead (PEL) Develop SOW
Review w/ Review w/ Piping Mngr Project Mngr
Develop Estimate
Monitor, Control and Report
Milestones
1 st Vendor Drawings Util P&IDs
Page 6 of 13
Develop Pipe Fab Shop Bidders List Review w/ Review w/ Piping & Proj Project Mngr Mngr
108354182.xls.ms_office
Detailed PROJECT Engineering KICKOFF and Design CLIENT
Project Mngmt.
En'g Mngmt Process Civil Structural Mech Equip Vess Orient Review
Vessels Electrical Instruments
Piping Material Engineering
Build Commodity Code Catalog
Detailed Vessel Orientation Piping Design Group
Vessel Orientation Review
Detailed Piping Layout all Areas
Prepare RFQ for all Piping material Piping Material Control
Pipe Stress Engineering
Initiate Pipe Fab Shop Request For Quote Piping Engineering Lead (PEL)
Develop Control Level Schedule
Review w/ Review w/ Piping Mngr Project Mngr Monitor, Control and Report
Milestones
Vess Orientation Review
Page 7 of 13
5
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Detailed PROJECT Engineering KICKOFF and Design CLIENT
Project Mngmt.
En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments
Piping Material Engineering
Piping Design Group
De-staff PME Staff as needed
In-house Model Review
Detail Piping Layout all Areas
Update as Required
Client Model Review
Update as required
Pipe Mat'l Bids Due Download all Piping Material
Piping Material Control
Pipe Stress Engineering
Finalize all Stress related Engineered Items (Spring Hangers, Expansion Joints, etc.)
Support Piping Layout as required
Shop Fab Bids Due Piping Engineering Lead (PEL) Monitor, Control and Report
Milestones
Field Move In
Page 8 of 13
Model Review
Client Model Review
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PROJECT Production KICKOFF Engineering CLIENT
Project Mngmt.
En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments
Piping Material Engineering Answer questions as required during Iso Check and Issue Lead Piping Material Engineer available as required
Piping Design Group
Extract all Isometrics, Check, make corrections as required. Initiate QA/QC Check of all Critical Lines in accordance with approved project plan. Process "Heat Tracing" Isometrics as required.
Piping Material Control
Pipe Stress Engineering
Update quantities, Prepare and issue all Purchase Orders
Issue all Purchase Orders for Stress related Engineered Items
Prepare Bill of Material (BOM) for Isometrics as Issued
Support Isometric Checking and Issue as required
Finalize Pipe Fab Shop Purchase Order Piping Engineering Lead (PEL) Monitor, Control and Report
1st Iso to Shop
Milestones
Page 9 of 13
1 st Spools ship to Site
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Project PROJECT Completion KICKOFF (Home Office) CLIENT
Project Mngmt.
En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments
Piping Material Engineering
Prepare input to Piping Final Job Report Lead Piping Material Engineer available as required
Piping Design Group
De-staff nonessential staff
Check, Correct and Issue all Isometrics
MTO Final Isometrics Piping Material Control
Pipe Stress Engineering
Prepare Bill of Material (BOM) for Isometrics as Issued
De-staff Pipe Stress Staff
Support Isometric Checking and Issue as required Prepare input to Piping Final Job Report Issue Final Iso to Shop Fab
Piping Engineering Lead (PEL) Monitor, Control and Report
Last Iso to Shop
Milestones
Page 10 of 13
Update final material quantities and Check for Shortages
108354182.xls.ms_office
PROJECT Fabrication KICKOFF & Delivery
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CLIENT
Project Mngmt.
En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments
Piping Material Engineering Lead Piping Material Engineer available as required
Piping Design Group
De-staff PME Lead
De-staff last PDG Staff and Supervisor
Field follow-up as required
Prepare input to Piping Final Job Report
Piping Material Control
Evaluate Shortages and Issue Supplements as required.
De-staff all PMC staff except Supervisor
Process Final Supplement data
Prepare input to Piping Final Job Report
Pipe Stress Engineering
Piping Engineering Lead (PEL) Prepare Piping Home Office Final Job Report Monitor, Control and Report
Last Spools fm Shop
Milestones
Page 11 of 13
108354182.xls.ms_office
PROJECT Construction KICKOFF CLIENT
Project Mngmt.
En'g Mngmt Process Civil Structural Mech Equip Vessels Electrical Instruments
Piping Material Engineering
Piping Design Group
Piping Material Control
Collect Data on all surplus Piping material and with Client resolve "Keep or Return" guidelines De-staff PMC Supervisor
Pipe Stress Engineering
De-staff Piping Engineering Lead
Piping Engineering Lead (PEL) Monitor, Control and Report
Milestones
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108354182.xls.ms_office
Piping Training - Part - 6 Process Plant Project Secquence Chart, Piping Notes: This Piping, Process Plant Project Sequence "Chart" is a broad generalization of the major project activities by the different Piping groups and is not intended to be an absolutely detailed match for every project. It was prepared specifically for use as a guide in this Training Program for Piping Leads.
To use the Chart on screen go to the first page of the Chart, Place the courser in "Cell" C-1 and then go to "Windows (in the tool bar above) and click on "Split" This will freeze the left-hand "B" column. Then you can scroll right to any page and you will still see the discipline designations in the "B" column. On print-Out Column "B" will be repeted on each page.
The major Piping Engineering and Design sub-groups stretch across the pages horizontally. Their individual activities and tasks remain in their individual horizontal bar. Joint activities are shown grouped vertically.
The vertical fields are not intended nor should they be interpretive as implying any unit of time such as Hours, Days, Weeks, Months or Years. They are only there for the presentation of the data.
Instructions: These "Notes and Instructions" along with the attached "Chart" are "Locked" and Password protected. To make any changes you must "Unlock" the individual document first. After the changes have been completed you should relock the document. The "password" for both documents is located in "Cell" CO-1 of the Chart file.
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