Who Should Take MT01?
- Project managers lacking automation project experience
- Automation project professionals lacking project management skills
View Offerings by Format
Classroom (MT01)Length: 3 day |
|
|
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.
Recommended Resources
- Project Management: A Technician's Guide, Second Edition, by Leo Staples
- Practical Project Management: Learning to Manage the Professional, Second Edition, by Gerald W. Cockrell