Automation Project Management (MT01) was developed by leading automation project managers from around the world and provides real-world, practical knowledge that can be used on the job right away. The course is split into two parts. The first part discusses basic project management skills common to all project types. The second part focuses solely on automation projects. It covers concepts such as automation project estimating and justification, automation project scoping and other key steps and concepts for executing automation projects. Additionally, MT01 provides design approaches for all major hardware design tasks and provides a methodology for software development.
Who Should Take MT01?
- Project managers lacking automation project experience
- Automation project professionals lacking project management skills
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Classroom (MT01)Length: 3 day |
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Visit our course formats page for a detailed description of each format.
A hand-held, scientific calculator should be brought to class.
Learning Objectives
- Section 1: Define a Project
- Section 2: Describe the Project Lifecycle
- Describe project phases
- Describe the goals of each phase
- Evaluate a project’s success
- Discuss the 10 major areas of project management in detail
- Discuss various tools that are used to track and execute those areas.
- Discuss methods of project execution
- Execute a simulated project to demonstrate your understanding
- Section 3: Explain Why Automation Projects are Different
- Describe basic automation components
- Discuss automation project types
- Explain how to justify automation projects
- Identify the primary goals of an automation project
- Describe the impact of the cutover schedule on the design
- Define the areas of responsibility
- Define interfaces and reporting relationships
- Define io
- Define control strategy and level of automation
- Perform risk evaluation and mitigation
- Describe automation project estimating techniques
- Determine automation project feasibility
- Section 4: Identify Next Steps after Project Approval
- Discuss basic concepts for automation project execution
- Identify roles and responsibilities of key team members
- Explain the concept of the battle of the box
- Section 5: Discuss Gantt Charts
- Discuss tag list/database
- Describe hardware design approaches for:
- Instrument sizing and selection
- Fire and gas studies
- Control electrical design
- Control system hardware design
- Control network design
- IT control infrastructure design
- Heavy electrical design
- Safety instrumented systems design
Topics Covered
General Project Management
- Introduction to Projects
- Definition
- Project Basic Concepts
- Lifecycle
- Project phases
- Evaluating project success
- Areas of project management
- Level of formality
- Areas of Project Management
- Integration
- Scope management
- Time management
- Cost management
- Quality management
- Resource management
- Communications
- Risk management
- Procurement
- Stakeholder management
- Project Phases
- Feasibility
- Conceptual engineering
- Preliminary engineering
- Basic engineering
- Detail engineering
- Execution
- Commissioning/testing
- Start-up
- Closeout
Automation Project Management
- Introduction to Automation Projects
- Projects vs. automation projects
- Major components
- Project types
- Justification
- Labor reduction
- Capacity
- Reduced cost/tighter control
- Reliability
- Obsolescence
- Flexibility/expandability
- Justification requirements
- Scoping and Defining
- Foundation
- Automation goals
- Define areas of responsibility
- Reporting interfaces
- Define input/output (IO)
- Control strategy/automation level
- Evaluate risk
- Estimating and Feasibility
- Input/output (IO) per point
- Using previous experience
- Analogous projects
- Incremental estimate
- Evaluating feasibility
- Execution Basics
- Resetting foundation
- Evaluating project success
- Schedule/key dates
- Scope/responsibility
- Budget/spend constraints
- Communication channels
- Finalizing team members/resources
- IO counts
- Deliverables
- Key documents
- Third-party interfaces
- Control strategy
- Installation constraints
- Change orders
- Contracts
- Roles and Responsibilities
- Project manager
- Document coordination
- Instrument engineer
- Electrical engineer
- Control hardware designer
- Control network designer
- Control configurators
- Battle of the box
- Design Approaches for Major Tasks
- Gantt charts
- Tag list/database
- Instrument sizing/selection
- Fire and gas studies
- Electrical design
- Hardware design
- IT control infrastructure
- Heavy electrical design
- Safety instrumented systems
- Software Configuration Methodology
- User requirements/functional specifications
- Software overarch design
- Basic control modules
- Equipment modules
- Control sequences
- Batch design
- Simulation
- Factory acceptance test
- Commissioning/start-up
- Training
- Lessons learned
Exercises
Students will test their knowledge of automation project management principles by executing an automation project from start to completion under the guidance of an instructor.