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Automation Project Management (MT01)


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.
ISA/Automation Project Management Specialist badge
This course is required for the ISA Automation Project Manager (APM) Specialist certificate program. Those who successfully complete the course and pass an exam receive the APM Specialist certificate designation. Course registration includes one exam fee.

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
CEU Credits: 2.1

View MT01 Offerings


Virtual Classroom (MT01V)

Length: 3 days
CEU Credits: 2.1

View MT01V Offerings


Self-Paced Modular (MT01M)

Length: 6 modules
CEU Credits: 1.0

View MT01M Offering

Visit our course formats page for a detailed description of each format. 

A hand-held, scientific calculator should be brought to class.

Learning Objectives

  • Define a project.
  • Describe the project lifecycle.
  • Describe project phases and the goals of each.
  • 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.
  • 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 the automation project.
  • Describe the impact of the cutover schedule on 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.
  • 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 Battle of the Box.
  • Discuss Gantt charts.
  • Discuss Taglist / 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.
  • Describe software design approaches for:
    • Overarching control software design.
    • Basic control module design.
    • Equipment module design.
    • Control sequence design.
    • Batch design.
    • Cybersecurity.
    • Data storage / historian.
  • Discuss tips and tricks about:
    • Simulation techniques.
    • FAT (Field Acceptance Test) suggestions.
    • Commissioning / Start-up suggestions.
    • Operator training / Maintenance training.
    • Lessons learned.

Recommended Resource

Project Management: A Technician's Guide, Second Edition, by Leo Staples

Take the First

Module Free!

Then choose the format that best fits your needs for the full course.

Not sure if this course is right for you? Take the MT01 knowledge check designed to evaluate your level of understanding of the course material and show you the types of questions you’ll be able to answer after completing the course.

Custom Training Solutions

If your company is interested in bringing training on site to your team, please contact trainingsales@isa.org or call +1 919-549-8411.

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To get the member price on today’s purchase, log in as a member or complete the join process before you complete your purchase. To join and/or register by phone, call Customer Experience at +1 919-549-8411.