module 4 - project delivery systems slides rev 7
DESCRIPTION
traININGTRANSCRIPT
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1
Welcome to Worley Parsons Project Management Training
Module 4 Project Delivery Systems
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Project Delivery Systems
INTRODUCTION
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Project Delivery Systems
About this training session
Learning objectives
Overview of project delivery systems
Finance, Administration and HR tools
Project Management and Control tools
Engineering and Design tools
Data Management and Communication tools
Selecting appropriate project delivery tools
Project delivery system reports
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Learning Objectives
On completion of this module, you will be able to :
understand the Project Delivery Systems used at WorleyParsons to
manage projects
request and interpret project reports in order to provide status reports and
track progress and performance against budget and schedule
identify the key systems and their interfaces (information flows) to enable
effective project management
identify, assess and select Project Delivery Systems for specific projects
and be familiar with the functions of these tools
explain the functionality of the function specific tools selected by
WorleyParsons to improve the efficiency of project execution and
communicate this information to the project team
consult with the location systems support personnel and where required
with the Global Project and Improve Systems (PAIS) and Engineering
Systems (ES) groups to set-up and configure the project delivery tool(s)
for a specific project.
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Project Delivery Systems
OVERVIEW OF PROJECT DELIVERY
SYSTEMS
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WorleyParsons Strategy
WorleyParsons Executive Committee (Exco) has endorsed the rollout of
a consistent set of processes.
WPMP: WorleyParsons Project Management Process the WorleyParsons framework for project execution.
EMS: Enterprise Management System repository of standard workflows, procedures and templates.
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WorleyParsons Strategy
ExCo has also endorsed the rollout of a consistent suite of
project delivery systems with the following strategy:
Reduce the variety of systems, processes and tools
Provide access to WorleyParsons knowledge
Facilitate multiple office work sharing
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Overview of Project Delivery Systems
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Overview of Project Delivery Systems
Factors that determine choice of tools from WorleyParsons suite include:
type of services
size of project
complexity of transactions and data to be managed
Use of standard tool kit will be the most economical and efficient
outcome
Customers may have their preferences but any change to the
standard tool kit to satisfy customer preferences will have cost and
schedule penalties
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Overview of Project Delivery Systems
As a Project Manager you will need to know :
what tools to use for different types of projects
what tools to use to complete different functions
how information flows between the tools so that you can use
them effectively to manage and control each project
how to work with the systems support personnel to set-up and
configure the project delivery tools for each project.
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Project Delivery Systems
FINANCE AND ADMINISTRATION TOOLS
(Supported by the GBS Team)
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Project Delivery Systems - GBS
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GBS is being rolled out to replace all existing Finance and HR management systems.
Single Environment
On Demand service from Oracle Globally accessible
New modules for
Projects
Finance
HR
Interfaces with Global Standard WorleyParsons systems
InControl (service costs) Prediction + (contractor costs) SmartPlant Materials (committed costs and vendor invoices)
Rollout of GBS across the WorleyParsons locations
GBS
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Initiate projects and proposals
Classify projects and proposals
Register project data
Time Management System
Collect EPCM service costs through the Time Management System
Finance Systems
Collate actual service costs
Transfer to payroll and project control systems
HR Systems
Store and manage employee data
What does GBS do?
GBS
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Project Delivery Systems
PROJECT MANAGEMENT AND
CONTROL TOOLS
(Supported by PAIS)
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Project Delivery Systems Project Controls
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Project Delivery Systems - Estimating
Aspen Capital Cost Estimator (ACCE) for the SELECT business line Identify and Evaluate Phases
Quest Capital Cost Estimator for Class 2 to Class 4 estimates
@Risk for risk modelling and analysis
Ph
ase
Esti
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To
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EVALUATE DEFINE EXECUTE OPERATE IDENTIFY
Aspen Capital Cost Estimator
Quest
@Risk
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ACCE
What does ACCE do?
Supports the generation of conceptual and detailed cost
estimates and schedules over the project lifecycle.
Creates accurate budgets from conceptual definitions
Configured to optimize utilities and piping as well as project
relocation and scaling based on plant size.
Its ability to define contract structures for multiple
contractors and vendors helps project leaders analyse
execution strategies, manage change orders and control
costs.
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ACCE
What are the benefits of ACCE?
Consistency and common knowledge base
Speed in calculating and producing estimate with minimal input
Area specific estimates (i.e. different specs.) can be combined
Built-in Expert Systems for equipment foundations and pipe rack design build
Detailed material and labour indexing - easy adjustment of material costs
and labour hours
Users can manually add any amount of items required that are not offered
by default
Library / manual (user) input info storage
Flag illegal and out of range" entries
Manpower Productivity Expert (MPE) module to examine productivity
differences due to working conditions, location and environmental factors
Output is compatible for use with risk analysis tool
Many reports to choose from
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Quest
What does Quest do?
Aids in the preparation of major capital cost
estimates.
Can help relieve the estimator of much of the
number crunching that is inherent in the
generation of an estimate.
Enhances the quality of estimates by automating
the calculations within a disciplined structure and
eliminating a major source of estimate errors.
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Quest
What are the benefits of Quest?
Automatic retrieval of industry standard information
Maximised computer calculation reducing possible estimating errors
Automated budget consolidation
Ability to create multiple versions of an estimate to address different
cases or options
Can be used to identify estimate trends during project implementation
Incorporates contracting philosophy and procurement plan for easy
roll over to Cost Control
Aligned to coding (Code of Accounts) in other systems for easy
transfer of data and single point data entry
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@Risk
What does @Risk do?
Aids in the preparation of major capital cost estimates.
An Excel add-in that allows users to perform
simulations and is typically used in the Evaluate,
Define and Execute phases of a project for risk
analysis.
Proven templates and reports able to be shared between specialists in all WorleyParsons locations. An
estimator can assess the likelihood of various best
and worst case project budget scenarios.
Uses Monte Carlo-based simulation to run many
possible outcomes.
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@Risk
What are the benefits of @Risk ?
Adds advanced modelling and risk analysis to Microsoft excel by
allowing:
Development of the risk model WorleyParsons uses its own model, tested and proven on many projects
Identification of uncertainty risk inputs
Model analysis by simulation risk outputs
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Project Delivery Systems Cost Control
Services Cost and Progress Control in all phases
PREDICTION + for TIC Cost Control and Construction Job Card Management
EVALUATE DEFINE EXECUTE OPERATE IDENTIFY
InControl
PREDICTION+
Ph
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What does InControl do?
Specialist project services cost and progress control tool.
Built around WorleyParsons processes and procedures to allow projects to manage costs against budget, track progress, control
scope and determine forecast in one place.
Brings together project budget costs, schedule and document
data into a single repository.
Provides weekly, monthly and adhoc reports that are the
cornerstone for the project controls group to advise project
management on its status at any point in time.
InControl
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What are the benefits of InControl?
WBS and discipline level control
Detailed deliverable progress and forecast tracking
Detailed resource budget control
Variation management
Productivity, earned value reporting
Multi-currency reporting
Interfaces with timekeeping and financial systems
Interfaces with planning system
InControl
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PREDICTION +
What does PREDICTION + do?
WorleyParsons owned integrated Project Management tool
Manages all aspects of Project controls for standalone projects or
program/portfolio works.
Consists of a series of integrated application modules that
communicate with each other through a centralised database that
controls the flow and management of data.
PCS module provides real-time Total Installed Cost (TIC) and
progress measurement management for projects and contracts.
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PREDICTION +
What are the benefits of PREDICTION +?
Project/program/portfolio details repository
Activities/transactions/deliverables repository
Total Install Cost (TIC) budget generation, control,
forecasting and reporting
Project cost/commitments/expenditure reporting, KPIs
and dashboards
Earned value/progress/forecasting
Cash flow management and invoicing
Change/variation management
Interfaces with engineering, materials, time, financial and
planning systems
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Project Delivery Systems - Planning
Oracle Primavera 6 for logic based Planning and Schedule Control for all phases
Oracle Primavera Risk for Schedule Risk Analysis for all phases
EVALUATE DEFINE EXECUTE OPERATE IDENTIFY
Primavera P6
Primavera Risk
Ph
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Pla
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To
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Primavera P6
What does Primavera P6 do?
Used for the development of a schedule/program for all
phases of projects.
Industry standard application suite - delivers full
enterprise project portfolio management throughout the
project lifecycle and across a range of project sizes and
complexity.
Commercial planning application with an extensive
range of functions including:
logic based networking critical path analysis
resource scheduling
import /export capabilities.
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Primavera P6
What are the benefits of Primavera P6?
Provides integration capability with other systems
Enables us to deliver projects on time and within budget
Has import / export capabilities
Has powerful and configurable dashboards
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Primavera Risk
What does Primavera Risk do?
Simulates various scenarios using built-in templates for
qualitative/quantitative risk assessment, like quick risk feature
and risk register configured to align to WorleyParsons risk
management practices.
Primavera Risk Analysis uses advanced Monte Carlo-based
cost and schedule analytics to provide full life-cycle risk
management through the following types of risk models:
estimate uncertainty,
task existence,
probabilistic branching, fixed-cost uncertainty,
variable-cost uncertainty,
resource uncertainty, conditional branching,
weather modelling.
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Primavera Risk
What are the benefits of Primavera Risk?
Identifies common scheduling pitfalls that may result in
misleading schedule or risk analysis results
Provide a comprehensive means of reporting project
confidence levels
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Project Delivery Systems
COFFEE BREAK
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Project Delivery Systems
PROCUREMENT AND
CONTRACTS TOOLS
(Supported by PAIS)
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Project Delivery Systems Procurement and Contracts
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Project Delivery Systems - Procurement
SmartPlant Materials (SPM) for Materials Management
CAMS for detailed administration of contracts
Supplier Portal - Supplier registration portal for supplier registration, invitation, evaluation and selection
Trade Wizard Live solutions to International trade queries and compliance.
RPS On-Demand screening of customer, suppliers and other trading partners against restricted party lists from
government institutions worldwide.
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SmartPlant Materials
What does SmartPlant Materials do?
SmartPlant Materials (SPM) provides control of materials and equipment through the Engineering,
Procurement and Construction (EPCM) phases of a
project.
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SmartPlant Materials
What are the benefits of SmartPlant Materials?
All specialist items, long lead items, large items, including equipment
can be fully managed and include links to specifications, drawing and
data sheets.
Consistent equipment and item numbering, including corporate
catalogues for bulk materials
Project-specific vendor lists
Totalling of items by part, description and vendor
Separate or multiple fabrication shops for materials supporting
projects with multiple fabricators by geographic areas
Continuous material reconciliation
Global project work sharing and execution, using correct, complete,
and consistent data.
By using a web-based and centralised environment, SPM allows a
central synchronisation of a decentralised project organisation.
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SmartPlant Materials (SPM)
4 integrated modules
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SmartPlant Materials (SPM)
Provides material libraries at both corporate and project levels for use for materials revision and change
management
Includes a Project Estimating functionality that you can use to generate estimates for new project bids
Historical SmartPlant Materials project data can be accessed to develop first estimates based on previous
projects.
Enables corporate (project-independent) material data standardization, especially of bulk material. Data can be
organized to suit the required corporate or country
standards.
Data can be fed into design systems such as Plant Design System or Plant Design Management System
SmartPlant Reference
Data (SPRD)
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SmartPlant Materials (SPM) Engineering &Procurement
Integration (E&PI)
Presents the most recent status of material items in the project so that you
to control the flow of materials to avoid
surpluses and shortages
Based on past experience of material usage and requisition patterns, rule-
driven processes enable EPIM to
automatically create material
requisitions, translating the project
engineering view into the project
procurement view
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SmartPlant Materials (SPM) Material Supply Chain
Management (MSCM)
Integrates interchanges between commodity suppliers, manufacturers, fabricators and freight
forwarders
MSCM data can be integrated with the financial systems such as SAP or Oracle to control
payment and invoicing
All procurement and relevant supply chain information is in the same database
Paperless integration of supplier performance and history measurement, supplier
management, inquiry cycle, bid tabulation,
purchase order/award, scheduling,
progress/milestone control, tracking/tracing
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SmartPlant Materials (SPM)
Balances onsite personnel with material availability, assigning material to site
inventories in the shortest possible time
Automated material receiving, forecasting, reservation, and allocation routines to control
and manage materials in various site
warehouses
SITE
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CAMS
What does CAMS do?
Provides visibility into contracts, providing opportunities to
identify cost savings, mitigate risk and improve compliance.
Functions include recording invoices, back-charges, claims and
field instructions, monitoring compliance items and milestones,
generating payment certificates and amending/revising
contracts.
Uses task and event management, performance metrics,
compliance monitoring, budget analysis, amendments, change
orders, and contract correspondence.
Allows projects to centralise all contract packages and
information, enabling collaboration across locations, supporting
projects to share work across locations using the same core
systems.
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CAMS
What are the benefits of CAMS?
Full-scope contract management solution - from request for information through the stages of contract creation, administration management,
revenue/expense processing, and renewal cycles
The task and event alerts allow the contract manager to monitor the
ongoing performance of the contract.
Central control and distributed management with standard terms and conditions defined centrally and localised including the ability to translate the contract into other languages
Management reporting - via the Internet with security access
Compliance monitoring - items identified as requiring some form of
compliance can be tracked
Generation of payment certificate within the application, tracking total
cost approved, remaining balance, recovery of advance payments,
accounting for retention withheld etc.
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Supplier Portal
What does Supplier Portal do?
Secure online registration process that captures the relevant information
to support Supplier registration, invitation, evaluation and selection
through to performance rating.
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Supplier Portal
What are the benefits of Supplier Portal?
Supplier self registration via External Web Portal
One global database
Web-based application enables easy access remotely
Performance rating tracked against Supplier on project
Knowledge at hand if Supplier is engaged in another project
Follows a step process from Invited to Committed on each
Supplier
Instant accessibility for all the project team
Quick online training available immediately
System Security granular levels of access
Provides a secure and accessible location for approved Supplier
records
Supplier information available across locations/countries for
Workshare
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Trade Wizard
What does Trade Wizard do?
Single function, browser-based interactive query tool that can
provide quick answers to specific international trade related
queries.
Powered by the industry's most comprehensive and robust
database of global trade content for over 120 countries.
This content is sourced and analysed by the global content team
at Management Dynamics Inc.
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Trade Wizard
What are the benefits of Trade Wizard?
Calculate the landed cost for a transaction including duties,
taxes, custom fees, port charges and all other import taxes
Pay correct duties, often reducing total customs charges
Take advantage of preferential trade programs
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RPS On-Demand
What does RPS On-Demand do?
Restricted Party Screening (RPS) provides a secure and
comprehensive method to quickly screen customers,
suppliers and other trading partners against all restricted
party lists from government institutions worldwide.
Prevents any illegal transactions with restricted entities or
trade parties and avoid penalties.
Significantly reduces our corporate risk, liability and
exposure to prohibited transactions.
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RPS On-Demand
What are the benefits of RPS On-Demand?
Complies with international trade regulations
Accurately identifies restricted parties before goods are
shipped
Prevents illegal transactions with band trading partners
Preserves a complete audit trail
Reduces corporate risk
Avoids fines, penalties & sanctions
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Project Delivery Systems
CONSTRUCTION AND
COMPLETIONS TOOLS
(Supported by PAIS)
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Construction and Completions
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Project Delivery Systems:
Construction and Completions
PREDICTION+ JCS - Job Card Management System
CMT Completions Management Tool
RFI Electronic Management of Site Queries
EVALUATE DEFINE EXECUTE OPERATE IDENTIFY
PREDICTION+ JCS
CMT
Site Query Tool [RFI]
Ph
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PREDICTION+ JCS
What does PREDICTION+ JCS do?
WorleyParsons owned integrated Project Controls tool -
manages all aspects of Project controls for standalone
projects or program/portfolio works.
Consists of a series of integrated application modules that
communicate with each other through a centralised
database that controls the flow and management of data.
The Job Card System (JCS) module is a structured low level
tool which provides real-time management of the fabrication,
construction and commissioning phases of the projects or
program/portfolio works.
JCS is also suitable for planning and controlling
Turnaround/Shutdown scopes of work.
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PREDICTION+ JCS
What are the benefits of PREDICTION+ JCS?
Acts as a Job Card/Work Pack repository
Can manage:
estimating norms (hours/unit rates) and CTR generation
materials and drawings references/details and attachments
HSE/risk/QA/QC references/details and attachments
plant/equipment and resource allocation/assignment
manhours expenditure and quantities installed
and report on progress, performance and productivity
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PREDICTION+ JCS
What are the benefits of PREDICTION+ JCS?
Acts as a Job Card/Work Pack repository
Can manage:
estimating norms (hours/unit rates) and CTR generation
materials and drawings references/details and attachments
HSE/risk/QA/QC references/details and attachments
plant/equipment and resource allocation/assignment
manhours expenditure and quantities installed
and report on progress, performance and productivity
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CMT
What does CMT do?
An enterprise application system specifically developed to
provide preparation and execution management for field
commissioning activities and to support the WorleyParsons
Completions Framework.
The combination of the Framework and CMT provides the
methodology and functionality for a seamless start up on typical
projects.
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CMT
What are the benefits of CMT?
It is an enterprise software tool customized for WorleyParsons
Built around a SQL database giving access remotely via internet
Has layered security network, SQL, application group and user level
Can store and produce completions handover and turnover requirements
Can manage test results ( A&B check sheets etc.)
Enables intelligent commissioning procedure status reporting
Provides a facility for punch list management and tracking
Can facilitate the management of equipment preservation
Provides facility to manage as-builts
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RFI
What does RFI do?
Electronically manages all technical questions/ queries
This system is the vehicle that will circulate the query from
initiation to resolution via the email system
Basis for reporting of quality performance via quality codes
Basis for change management and claim avoidance
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RFI
What are the benefits of RFI?
Web Based Access
Standard and/or customized reports and forms
Reduces technical query turnaround cycle time
Captures query details (dates, time, deliveries, categories)
Manages all the data connected to all queries
Expedites questions and answers to reduce impacts in the field
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Project Delivery Systems
ENGINEERING AND DESIGN TOOLS
(Supported by ES)
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Project Delivery Systems Engineering
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Engineering Design Systems
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3D Design System example
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Engineering & Design Systems
3D CAD
Used for engineering analysis and design.
Examples are:
SACS for Offshore structural design
CAEPIPE / CAESAR II for Pipe Stress Analysis
Aspen Basic Engineering - Used for process &
mechanical data management
Used to produce 3D engineering design
PDMS Primarily used for 3D Offshore Plant Design
AutoPlant Alternate 3D design system supported by WorleyParsons
Used to produce 2D engineering design
Microstation 2D design system supported by WorleyParsons
AutoCAD 2D design system supported by WorleyParsons
Discipline Specialist
Engineering Software
2D CAD
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Engineering & Design Systems:
WorleyParsons Preferred Systems
Used for Piping & Instrument Design to
develop intelligent P&IDs
Used to complete instrument & control
engineering and design activities
Used as an intelligent Document and Data
Management System
Used to complete electrical
engineering & design activities
Used to produce 3D engineering design
Used to conduct design reviews
Used to produce specifications
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Technology Roadmap
Time
Te
ch
no
log
y
2D
3D
2000 1980 1990 1960
Manual
Integrated
1970
CAD Computer Aided Drafting (dumb graphics) AutoCAD,
MicroStation, etc.
CADD Computer Aided Drafting & Design (intelligent graphics)
Enterprise Engineering Software An Integrated Design Environment
INFORMATION = Document Centric + Data Centric
2010
Drafting Productivity
Improve design Reduce field rework
Improve efficiency Reduce risk
Source: ReVisionz Inc
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Engineering & Design Systems:
Integration
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Engineering & Design Systems
What are the Key Success Factors for successful execution
of Engineering Design Systems on a project?
1) Get on to systems set-up early and with some priority it will pay off!.
2) Engage support groups do not wait until there is an issue
3) Review the status and application of checking and verification processes regularly
4) Make sure actions from Model Reviews are addressed and closed out
5) If team members suggest system improvements (including project specific reporting), arrange to review the suggestions with your group and the EDS team
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Engineering & Design Systems
What are the Key Success Factors for successful execution of
Engineering Design Systems on a project (continued)?
6) Ensure MTO development is controlled on larger projects you may need someone in your team to coordinate this activity
7) Review model progress regularly with your team dont wait for the formal reviews
8) Induct your team members on the specific project set-ups and requirements for the EDS tools
9) Encourage interested team members to participate in the Communities of Practice (COPs)
10)If Workshare is involved, verify that the Supporting Office has the set-up information it needs and communication protocols are in place
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Project Delivery Systems
DOCUMENT AND
DATA MANAGEMENT TOOLS
(Supported by EDM)
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Project Delivery Systems Document & Data Management
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Document & Data Management Systems
ENCOMPASS for document management
SPF for Document and Data Management especially when Data Integration is required
EVALUATE DEFINE EXECUTE OPERATE IDENTIFY
ENCOMPASS (Document Management)
SPF (Document & Data Mgt.)
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Automated project information and document management system
Designed to support our workflow processes
In-house developed platform using all commercially available
software
Designed to facilitate easy participation by external project
stakeholders
Rule-based system totally customizable
Built for managing full project life cycle
Data delivered to customer structured for upload into their document
management system
Encompass
What does Encompass do?
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Encompass
What does Encompass do?
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Materials ManagementMaterials Management
SCHEDULESCHEDULE
PDSPDS
CIRCUIT CIRCUIT
ROUTINGROUTING
Internal, Site, Client, Internal, Site, Client,
JV Partners, and VendorsJV Partners, and Vendors
Engineering
Design
Secretarial
(Correspondence)
Estimating/
Monitoring
Drawing/
Document
Control
Procurement
Administration
Lessons
Learned
Support
Tables
USERSUSERS OUTPUT TOOUTPUT TO
ENCOMPASS Database
Intel. P&IDsIntel. P&IDsPipe AnalysisPipe Analysis
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Easy setup and maintenance
Flexible document numbering
Automated transmittal generation
Repository for all project documents, including but not limited to:
WorleyParsons design documents Vendor documents Customer documents Contractor documents Correspondence, including emails
Ability to use custom templates for any document type
Ability to associate documents to equipment tags
Turnover to customer, electronic files and metadata
Action item list
Drawings hold list
Project personnel list
Archiving capability
Encompass
What are the benefits of Encompass?
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WorleyParsons preferred tool for Document and Data Management on EP & EPCM projects of a size that justify this tool, ie with a large
amount of document and data to be managed
Electronic repository and tracking system for all documentation
produced by the project
Maintains all document references, document cross-references and
revision histories
Can hold all approved versions of documentation in either their
native or scanned format
Makes documents available across locations and time zones within
a secure document repository
Interfaces directly with MS Office tools and a wide range of other
third-party add-ons
SmartPlant Foundation (SPF)
What does SPF do?
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SmartPlant Foundation
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Allows WorleyParsons to develop a Data Management Plan in
conjunction with the owner/customer that enables data to be
transferred to the customers systems as soon as the data is authorized
Ongoing transfer of information eases the burden and cost of collating
data for a single transfer at the end of the project
Secure, managed environment is fully configurable and auditable with
full revision history. User access can be controlled by:
document type
document attributes
user groups
SmartPlant Foundation
What are the benefits of SPF?
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SPF Structure
Key Functionality
Data Management - global, controlled access to project data
Document Management - global, controlled access to documentation
Workflow - multi-application workflow
Change Management - multi-discipline change management
Application Integration - vendor neutral application integration
Engineering Framework - rules based application integration
Document
Management Workflow
Change
Management Data
Management
eEngineering Integration Hub
Application
Integration
Engineering
Framework
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SmartPlant Foundation
Other Functionality
File management
Search and retrieval
Transmittals
Revision control
Change notification
Easy navigation of intelligent links
Consistency reporting
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Automated creation of graphical hotspots from drawings
Easy navigation of
Intelligent Links
Consistency
Reporting
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160+ formats
No native application required
Pan, zoom, magnify
Print to scale, watermarks, stamps
Mark-ups are separate layers with own security controls
Multiple redline layers per file
Document Viewing and Markup SmartPlant Markup Plus
Stores all the data forever
Turn the clock back
- e.g. to look at what revisions were current at an earlier point in time
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Graphical process definition
Electronic routing(e-mail) and approval
Progress tracking
Check list
Full audit history retained
Workflow
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Data Handover
Data Handover
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Project Delivery Systems
LUNCH
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Project Delivery Systems
COMMUNICATION TOOLS
(Supported by IM)
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Safety statistics and incident reporting
Project web-based Intranet
environment
Repository for non project, uncontrolled
data
Communication tool for user
communities
Communication Systems
Repository of all WorleyParsons procedures,
workflows, templates, guidelines, forms,
checklists and prompt lists
Key internal & external mail
communication system
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Project Delivery Systems
IMPROVE PORTFOLIO
MANAGEMENT TOOLS
(Supported by PAIS)
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Project Delivery Systems
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Improve Operating Platform (IOP)
Comprises a generic set of methodologies and systems within a defined framework, for the delivery of a portfolio of projects within an Improve Contract.
Based on the WorleyParsons Corporate Standards of the EMS and WPMP, which have been tailored specifically for Improve Contracts.
Put another way, the IOP is essentially a user front end for EMS, WPMP and other systems.
Represents what has previously been known as a Contract Execution Plan or Contract Operating Manual.
What does IOP do?
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Improve Operating Platform (IOP)
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Improve Operating Platform (IOP)
What are the benefits of IOP?
The IOP has been developed to support the execution of a portfolio of smaller projects (< than US$10 million TIC or < than $1 million WorleyParsons contract value), and will also support nano projects (< $100K TIC or less than $10K WorleyParsons contract value).
Addresses both Content and Structure
The Generic IOP will be accessible to WorleyParsons personnel with task sheets stored in EMS. This will ensure that Worleyparsons Process Improvements will be passed on to Improve customers on an ongoing basis.
Will incorporate best practice solutions from existing Improve Contracts thus enhancing standard WorleyParsons Systems and Procedures.
Can be functional at an effective level on (i) WorleyParsons (ii) neutral
(non WP, non Customer) (iii) Customer systems environments.
IOP sharepoint site has the capability to store/link live contract/project data but keeps this displayed separately from reference / procedural data.
Available for all existing and new Improve Contracts in order to ensure consistency in use of systems and processes while catering for customer specific needs.
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Project Delivery Systems
CUSTOMER SYSTEMS
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Customer Systems
Customer Systems are important because very often WorleyParsons will be requested to interface with these systems.
The interfaces may be required on an ongoing basis, on agreed frequencies or at the end of the project.
Examples of these interfaces are: Ongoing downloads of Purchase Order commitments into
customer ERP System, as and when Purchase Orders are placed
in the WorleyParsons Procurement system
Weekly timesheet downloads into customer ERP system
Weekly cost commitment data into customer ERP system
Handover of completed Documents and Intelligent Data into the customer ERP
system or Document Management system
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Project Delivery Systems
SELECTING AND ACCESSING TOOLS
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The appropriate tool(s) will vary according:
Project size (Major, Minor, Miscellaneous)
Project phase (Identify, Evaluate, Define, Execute, Operate)
Scope of service (Engineering, E&P, PMC, EPCM, EPC, Improve)
Customer Requirements etc.
Work closely with the Project and Improve Systems (PAIS),
Engineering Systems (ES) and Engineering Data Management
Systems (EDM) Groups to select & configure the systems for your
project.
Selecting the Appropriate
Project Delivery Tools
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Project Delivery Systems
What System should I use?
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Project Delivery Systems
What System should I use?
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Project Delivery Systems
What System should I use?
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Project Delivery Systems
What System should I use?
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Project Delivery Systems
What System should I use?
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Project Delivery Systems
What System should I use?
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Selecting the Appropriate
Project Delivery Tools
Scope of Work E E/P EPCM PMC/TIC Improve
Function/System Phases All Define/Execute Execute Define/Execute Operate
ESTIMATING Description
Aspen Capital Cost Estimator (ACCE) Used in the development of large grass-root projects to generate Class 1 (Order of Magnitude) and Class 2 (Screening) estimates. * Identify & Evaluate phases only
Quest Used to estimate Class 2 (Screening), Class 3 (Control) & Class 4 (Definitive) Capital Cost estimates.
@RISK Used for performing quantitative cost risk analysis using the Monte Carlo Simulation model which gives an information rich and accurate representation of potential risk exposures.
PROJECT CONTROLS Description
InControl Used for the management and control of scope, budget, progress, forecasting and cash flow. Predominantly deployed for engineering/services contracts on standalone projects and portfolio scopes of work.
PREDICTION+ PCS Used for the management and control of scope, budget, progress, forecasting and cash flow for standalone EPC/EPCM projects and portfolio scopes and where the customer requires Total Installed Cost (TIC) management.
PLANNING Description
Primavera P6 Used for the development and management of all project schedules through the project lifecycle. Has an extensive range of functionality, some of which are, logic based networking, critical path analysis, resource scheduling and import/export capabilities.
Primavera Risk Used to provide quantitative evaluation of full project life-cycle risks associated with uncertainty in schedule.
PROCUREMENT Description
SmartPlant Materials (SPM) Used for material management work flow from preliminary design through to detailed engineering and purchasing to construction by providing a common collaboration platform and workbench for all stakeholders involved in the supply chain management.
CONTRACTS Description
Contract Administration Management System (CAMS) Used to manage contract formation via standard or imported terms and conditions and the administration cycle including; amendments, progress, claims, back charges, reporting and compliance.
CONSTRUCTION Description
PREDICTION+ JCS
Used to provide real-time management of the fabrication, construction and commissioning phases of the projects or programme/portfolio works via Work Packs & Job Cards.
COMPLETIONS Description
Completions Management Tool (CMT)
Used to generate scope and control the data, information and documentation necessary to successfully manage the field commissioning activities in turn supporting the seamless start up on projects.
IMPROVE Description
Improve Operating Platform (IOP) Used to provide projects with a flexible and customisable operating framework that highlights and allows easy access to WorleyParsons and Customer processes, systems and people. Utilises the Microsoft SharePoint platform for successful delivery of a portfolio of projects.
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Project Delivery Systems
EXAMPLES OF SELECTING AND
ACCESSING TOOLS
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Selecting the Appropriate
Project Delivery Systems
Example 1 Project type: Engineering Services
Project phase: Evaluate
Project fee value: US$200,000
Project scope: Conduct feasibility study to extend a gas plant
Answer Project Management tools:
Finance and time management system GBS (if not rolled out then the existing location time and cost management system)
InControl EPCM service cost control Primavera planning WPMP project management process EMS functional procedures.
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Selecting the Appropriate
Project Delivery Systems
Example 2 Project type: EPCM contract
Project phase: Execute
Project fee value: US$40,000,000
Project scope: Conduct engineering, procurement and
construction management services for the
development of an ammonium nitrate plant.
Answer Project Management tools:
Finance and time management system GBS (if not rolled out then the existing location time and cost management system)
InControl EPCM service cost management and control Primavera planning Prediction + TIC cost control SmartPlant Materials (SPM) materials management CAMS contracts management SmartPlant Foundation (SPF) document and data management WPMP project management process EMS functional procedures.
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Project Delivery Systems
ACTIVITY 1 SELECTING TOOLS
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Activity 1
Select appropriate project delivery systems
Working in groups, you will be allocated one of the project
examples below.
Select the appropriate project delivery systems for project
management (excludes engineering systems) for your project
example (from page 40 of Participant Book).
Develop project-specific system diagrams
Develop a project-specific system diagram for your project
example
Draw arrows indicating the direction of information flow
Use solid lines for electronic information flow
Use dotted lines for manual information transfer
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Business Management Systems
COFFEE BREAK
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Project Delivery Systems
REPORTS
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Reports are the most important output from the various tools used by WorleyParsons
Project managers rely on reports to: Verify integrity of data
Analyze status of project
Manage change
Make measured decisions
Report on progress to clients
Reports
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Project Hours and Revenue Validation Report:
Finance & Administration Reports WorleyParsons Business Reporting Tool
Reports
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Aged Debtors Summary Report
Reports
Finance & Administration Reports WorleyParsons Business Reporting Tool
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Financial Analysis Reports:
Reports
Finance & Administration Reports WorleyParsons Business Reporting Tool
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Aspen Capital Cost Estimator Reports
Project Management & Control Reports
Reports
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Project Management & Control Reports
Reports
Quest Capital Cost Estimator Reports
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Project Management & Control Reports
Reports
@Risk Reports
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InControl - Proposal Report (CTR/Activity Sheet)
Project Management & Control Reports
Reports
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122
InControl Activity Register
Project Management & Control Reports
Reports
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InControl - PGM Graphical Reports
Project Management & Control Reports
Reports
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InControl - Project Summary Report
Project Management & Control Reports
Reports
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InControl - Resources DetailsManhour/Quantity Report
Project Management & Control Reports
Reports
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Resource Productivity Report
Project Management & Control Reports
Reports
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InControl - Resource Progress Report
Project Management & Control Reports
Reports
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InControl - Cost Commitment Report
Project Management & Control Reports
Reports
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Project Management & Control Reports
Reports
PREDICTION+ - Estimate Summary Report
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Project Management & Control Reports
Reports
PREDICTION+ - Detailed Cost Report
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Project Management & Control Reports
Reports
PREDICTION+ - Cost S Curve
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Project Management & Control Reports
Reports
Prediction+ - Variation Report
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Project Management & Control Reports
Reports
Primavera P6 Report
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Project Management & Control Reports
Reports
Primavera Risk Report
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Procurement Status Report (Part 1 of 2)
Procurement Reports (SmartPlant Materials - SPM)
Reports
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Procurement Status Report (Part 2 of 2)
Procurement Reports (SmartPlant Materials - SPM)
Reports
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Expediting Summary Report
Procurement Reports (SmartPlant Materials - SPM)
Reports
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Subcontract Monthly Status Report
CAMS
Reports
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Contract Commitment Report
CAMS
Reports
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Total Forecast Contract Value Summary
CAMS
Reports
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Procurement Reports
Reports
Supplier Portal
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Procurement Reports
Reports
Trade Wizard
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Construction Reports
Reports
PREDICTION+ Jobcard
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Construction Reports
Reports
PREDICTION+ Jobcard Hours Progress Reports
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Project Management & Control Reports
Reports
PREDICTION+ - Jobcard Quantity Histogram Report
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Construction Reports
Reports
PREDICTION+ Jobcard Quantity Progress Reports
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Construction Reports
Reports
Completions Management Tool Sub System Status Reports
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Construction Reports
Reports
Completions Management Tool Object Status Reports
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Construction Reports
Reports
Completions Management Tool Progress Reports
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Construction Reports
Reports
RFI Tool - Reports
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Reports
Data Management & Communication Reports
Document Control Reports
Master Document Register Transmittal Reports/Details Document Expediting
Supplier Data Reports
Supplier Document Register Supplier Transmittal Details PO Status Reports Expediting Reports
Equipment Reports
Project Activity Reports
Custom Reports as required
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Reports
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Reports
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Reports
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Reports
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Reports
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Reports
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Document Control Reports
Master Document Register
Transmittal Reports
Document Expediting
Supplier Data Reports
Supplier Document Register
Supplier Transmittal Details
PO Status Reports
Expediting Reports
Custom Reports as required
Document Management & Communication Reports in SPF
Reports
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Document Revision Register
Data Management & Communication Reports
Reports
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Internal Transmittal Overdue Report
Data Management & Communication Reports
Reports
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Supplier Expediting - External
Data Management & Communication Reports
Reports
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Custom Project Status Report
Data Management & Communication Reports
Reports
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Business Management Systems
SUMMARY AND FEEDBACK
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Summary & Feedback
What we covered today
Overview of Business Management Systems
Finance, Administration & HR tools
Project Management and Control tools
Engineering & Design tools
Data Management & Communication tools
Selecting appropriate business system tools
Business system reports
Questions
Evaluation