PM6 - CO10 - EC Project Phase.pdf

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Project ManagementE&C Projects Phases

 Prof. Mauro Mancini

e-mail: Mauro.Mancini@polimi.it

ph.: +39-02-23994057

POLITECNICO DI MILANODepartment of Management, Economics and Industrial Engineering

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Plant’s Projects Phases

engineering

PLANNING/CONTROL

OPERATING

2

start-up/testing

construction/assembly

procurement

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Plant’s Projects Phases

PHASE RATIONALE

Base EngineeringSystems (functional units of the

plant)

 

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e a e ng neer ng pec a s sc p nes

Procurement Product classes

Construction/Assembly Work’s processes/physical areas

Start-up/testing Systems

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Plant’s Projects Phases

Base

Engineering

Detailed

EngineeringFUNCIONAL

SPECIFICATIONS

CONSTRUCTIVE 

DESIGN 

SUPPLIERDATAPURCHASE

SPECIFICATIONS

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MATERIALS

Start-up/

Testing

Construction

/Assembly

Procurement

CONSTRUCTIVE 

MODIFICATIONS

FUNCTIONALPERFORMANCE

TESTING

SYSTEMS

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Engineering Phase

Elaborating engineering of a plant means todefine coherently, with an increasing level

,plant sub-systems (primary and auxiliary)

and the relative integration ways

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Engineering Phase

Base Engineering

SYSTEMIC APPROACH

Detailed Engineering

ENGINEERING DISCIPLINE APPROACH

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Engineering Phase

Base Engineering

From requirements (functional, performance, technological,constructive) indicated from the customer, until the

complete definition of the plant (articulated in primary

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PRIMARY SYSTEM

SECONDARY

SYSTEM:

Instrumentatio

n and control

SECONDARY

SYSTEM:

Electric Power

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Engineering Phase

Base Engineering

  project requirements’ analysis•   technological process choice

•   plant collocation

•   lant confi uration and its articulation in sub-s stems

•   automation level definition•   sub-systems characteristics definition

•   layout definition

•   health, security and environmental impact matters analysis

•   operating management politics definition

•   design criteria and constraints for detailed engineering definition

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Engineering Phase

Block Diagram

Process FlowDiagram

Material Balance

Overall Layout

Detailed Layout

Buried Network

Equipment List

Data Sheet

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ner e c a ance

Process &

Instrument Diagram

PID mechanized

Aerial Network

PROCESS

LAYOUT 

COMPONENTS

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Engineering Phase

Detailed Engineering

Multidisciplinary activity through which technicalspecification of plant components and relative ways of 

installations are defined, on the basis of prefixed

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(material take-off ) and to define ways of  construction/assembly (sketches)

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Engineering Phase

Detailed Engineering

Front End Engineering

Engineering for Requisitioning and Procurement

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Engineering for Construction/Assembly

Engineering during Construction

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Engineering Phase

Detailed Engineering

Front End Engineering  task is to define design choicefundamental for each specialist discipline, coherently

with base engineering, to start supply campaign

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Engineering Phase

Detailed Engineering

Engineering for Requisitioning and Procurementdevelops through the following:

•  formulation of technical specifications for Request for

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•   formulation of technical opinions on offers coming

from suppliers;

•   control and approval of technical documentation

coming from selected supplier

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Engineering Phase

 Technical documents

•   to specify technical characteristics of a

plant/component•   to specify ways of construction, assembly, testing,

exercise, maintenance

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absolving, authorizations, etc.

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Engineering Phase

 Technical documents Life-Cycle

1. planning2. elaboration

3. filing

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4. transmission (if the document is used during theproject in progress)

5. research and rendering (if the document is used in

other projects)

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Engineering Phase

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Procurement Phase

Site Logistics

Product Support Logistics

a er a s og s cs

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Procurement Phase

Materials logistics can be divided in:

Materials Management   to guarantee the

presence of materials on site

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Procurement Phase

Procurement

Supplied materials:

• construction materials;

• p an componen s;

• consumption materials;

• operating means and advices.

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Procurement Phase

Procurement

Vendor List

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Procurement Phase

Procurement Phases1. Emission of “Purchase Specification” (from Engineering and

Procurement);2. Emission of “Inquiry for Bid” (from Procurement and supplier

inserted in vendor list);

Engineering);4. Economic tabulation of received proposals (from

Procurement);

5. Emission of “Inquiry for Purchase” (from Engineering);

6. Order emission (from Procurement);7. Final approval of supplier technical documentation (from

Engineering).

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Procurement Phase

Materials Management

Expediting

Inspecting and testing

TransportsReception/storing/handling of materials in

site

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Procurement Phase

Expediting

This phase guarantees the control of 

milestones corresponding to the right

progress of the project

Aims to obtain from the supplier information

about:

• furniture progress• technical documentation development

• completion of foreseen testing

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Procurement Phase

Expediting Activities•   reunions among order manager, supplier and

corporate functions interested•  detailed exam of the order, identifying uncertainty

areas that could determine delivery delay

•  control milestones definition and interventionsfrequency between them

•   actions of reminder (visits, phone calls, meetings)

  expediting report, sent to corporate functions

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Procurement Phase

Expediting ActivitiesMaterials Statur Report

•  material description

•   number of purchase specification

•   supplier

•  number of order

•   planned, foreseen and actual date of completion

•   planned, foreseen and actual date of testing

•  way of testing

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Procurement Phase

Expediting ActivitiesMaterials Statur Report

•   planned, foreseen and actual date of free factoryrendering

•  wa of shi ment and carrier

•   planned, foreseen and actual date of shipment•   planned, foreseen and actual date of delivery to the

site

•  corresponding activity of construction/assembly

•   planned and foreseen date of activities execution

•   date for which materials availability on site is

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Procurement Phase

Transports

Transport Plan

• ways of transport

• paths

 contract typology (for example “door todoor”)

• carrier

• charges• packaging

• delivery dates

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Procurement Phase

Transports

Delivery documents are very important from a

contractual point of view because theyactivate payment share from the customer

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Procurement Phase

Inspecting and Testing Activities

• participation to technical qualification of 

suppliers

• verification of suppliers’ quality warranty

• technical supervision through inspections

aimed to verify conformance of materials,

processes, construction methodologies, and

order specifications.

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Procurement Phase

Inspecting and Testing Activities

The level of supervision depends on

supplied components characteristics and

on quality level of the plant that have to

be realized

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Procurement Phase

Inspecting and Testing Activities

1) PRODUCT CATEGORIES

1 – realized on demand on supplier’s engineering

2 – realized on demand on E&C society’s engineering

 –

2) QUALITY CATEGORIES OF PLANTS/SYSTEMS

1 – particularly high2 – high

3 – normal

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Procurement Phase

Inspecting and Testing Activities

Supervision Levels:

– inspection during furniture and presence

during testing (intermediate and final) at

– only presence during testing (intermediate and

final) at suppliers’

– acceptance of materials on the basis of documents (without presence during testing)

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Construction/Assembly Phase

Collocated at the end of detailed

engineering (that provides technical

documents) and procurement (thatguarantees availability of materials to

ns a , an prece es s ar -up an

testing phases, where technical

performance of the plant are verified

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Construction/Assembly Phase

Aspects to consider : changes in scope of work

materials amount revision

site logistics and transport and communication

infrastructure

activities programming and temporal profile of resources’ utilization

availability of technical documents and materials on

site contractual constraints

plan of security on site

problems from operating in strangers countries

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Construction/Assembly Phase

Specialist work processes constructive

sequence

Constructive area/draft/cubeCrossing assembly processes and constructive

phase is obtained

Subcontracts

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Construction/Assembly Phase

Constructive area approach

 

Materials may be installed:

• per area and per system (e.g. piping)

• per area (e.g. conduits)

• per system (e.g. cables)

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