PROJECT OWNERS Phasesbms.um.no/qa/1_Main-process/BAS.QG.17_BMS_Mainprocess_phase… · Project...
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Phase 1 Development Phase 2 Market / Sales Phase 3 - PROJECT DELIVERY Project management Phase 4 Life Cycle Support 4.1 Warranty Project Category 1 2 3.1 3.2 3.3 3.4 3.5 3.6 4.1 1) Internal Development project* x x x (x) x 2) ETO (Engineer To Order) x x x x x x x x 3) MTO (Manufacture To Order)** x x (x) x x x x 4) Support/Modification project x x x x x x x x Phases 3.6 Closing 3.5 Test & Delivery 3.4 Procurement and production 2.3 Order 2.2 Tender 2.1 Marketing G3.1 G1 G2.3 G3.2 G3.3 G3.4 G3.5 G3.6 G4.1 3.3 Detail Design 3.2 Definition 3.1 Initiate&Plan G2.2 G2.1 Main Process DOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Mainprocess * Excecute Phase 1 development activity iaw phase 3 methodology and rules ** MTO: - Repeating projects for delivery to different customers - Serial production and call-off projects (x): Pending scope 3.3 Detail Design 3.2 Definition 3.1 Initiate&Plan PROJECT OWNERS General: Project department owns external customer projects. Technology department owns Internal developnment projects ROLES AND RESPONSIBILITIES PHASE TRANSITION READINESS - INSTRUCTION FOR PLANNING GATE REVIEWS Gate Reviews (GR) shall identify the phase transition readiness. Next phase may start if readiness is approved at Gate Revew. Gate Reviews to be sheduled to allow overlap between phases, example: GR shall be set in the project time schedule. Re-scheduling a planned GR must be approved by the Management group. 3.4 Procurement and production G3.1 G3.2 G3.3 G3.4 Core team tasks and responsibility Main process roles and responsibilities DEFINITION OF A PROJECT A project is defined as a specific, finite activity that produces an observable and measurable result under certain preset requirements. GUDELINE FOR DECIDING APPLICABLE PHASES FOR VARIOUS PROJECT CATEGORIES General: All projects deriving from phase 1, 2 and 4 needs to follow methodology as descreibed for phase 3 All sales within phase 4 needs to follow phase 2 activities BMS Activities to be tailored to the spesific project requirements. Position descripttions (Link til Lotus database) M3.1 Project plan issued M3.3 Procurement and manuf. specs ready M3.5 Approved delivery M3.4 Ready for test M3.2 System design ready M4.1 Warranty responsibility fulfilled M2.3 Contract signed M3.6 Project closed M1 Ready for marketing M2.2 Tender supplied M2.1 Bid decition
Transcript of PROJECT OWNERS Phasesbms.um.no/qa/1_Main-process/BAS.QG.17_BMS_Mainprocess_phase… · Project...
Phase 1
Development
Phase 2
Market / Sales
Phase 3 - PROJECT DELIVERY
Project
management
Phase 4
Life Cycle
Support
4.1
Warranty
Project Category 1 2 3.1 3.2 3.3 3.4 3.5 3.6 4.1
1) Internal Development project* x x x (x) x
2) ETO (Engineer To Order) x x x x x x x x
3) MTO (Manufacture To Order)** x x (x) x x x x
4) Support/Modification project x x x x x x x x
Phases
3.6
Closing
3.5
Test & Delivery
3.4
Procurement and production
2.3
Order
2.2
Tender
2.1
Marketing
G3.1
G1 G2.3
G3.2 G3.3 G3.4 G3.5 G3.6
G4.1
3.3
Detail Design
3.2
Definition
3.1
Initiate&Plan
G2.2G2.1
Main Process DOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Mainprocess
* Excecute Phase 1 development activity iaw phase 3 methodology and rules** MTO:- Repeating projects for delivery to different customers- Serial production and call-off projects(x): Pending scope
3.3
Detail Design
3.2
Definition
3.1
Initiate&Plan
PROJECT OWNERSGeneral: Project department owns external customer projects. Technology department owns Internal developnment projects
ROLES AND RESPONSIBILITIES
PHASE TRANSITION READINESS - INSTRUCTION FOR PLANNING GATE REVIEWSGate Reviews (GR) shall identify the phase transition readiness. Next phase may start if readiness is approved at Gate Revew. Gate Reviews to be sheduled to allow overlap between phases, example:
GR shall be set in the project time schedule. Re-scheduling a planned GR must be approved by the Management group.
3.4
Procurement and production
G3.1
G3.2
G3.3
G3.4
Core team tasks and responsibility
Main process roles and responsibilities
DEFINITION OF A PROJECT A project is defined as a specific, finite activity that produces an observable and measurable result under certain preset requirements.
GUDELINE FOR DECIDING APPLICABLE PHASES FOR VARIOUS PROJECT CATEGORIESGeneral: All projects deriving from phase 1, 2 and 4 needs to follow methodology as descreibed for phase 3All sales within phase 4 needs to follow phase 2 activitiesBMS Activities to be tailored to the spesific project requirements.
Position descripttions(Link til Lotus database)
M3.1 Project plan issued
M3.3 Procurement and manuf. specs ready
M3.5 Approved delivery
M3.4Ready for test
M3.2 System design ready
M4.1 Warranty responsibility fulfilled
M2.3 Contract signed
M3.6 Project closed
M1 Ready for marketing
M2.2 Tender supplied
M2.1 Bid decition
Main process roles and responsibilities DOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Roles and responsibilities
Project management
Technology
Supply Chain
Manufacturing
Finance
HR
Main Process (CEO)
Development(VP Technology)
Market / Sales(VP Market)
Project Delivery
(VP Project)
Life CycleSupport(VP LCS)
Main plan, order tasks,
expectations, challenge, prioritize,
decide
Deliver resources and knowledge, recommend,
execute, result, report
Functions:
G2.3
M2.3 Contract signed
G1
M1 Ready for marketing
G3.5
M3.5 Approved delivery
P1 P3P2
Project Core team DOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Coreteam
Project manager
Manufacturinglead
Technical leadSupply chain
lead
Controller
Tasks and responsibility
1. Plan (progress, procurement, quality) Understand and communicate assumptions in tender / contract and develop
detail plans for implementation Prerequisites must be the same at start-up and the delivery - changes in
conditions must be anchored in management
2. Status (Follow up plan/measure and goal achievement) Measure and report: Status according to plan Deviations from targets
3. Prognosis / forecast Continuous forecast of all project functions and sub-goals Early warning of all significant nonconformities Corrective action / recovery plan as needed
Resource Management: Report resource needs Evaluate and implement measures based on available resources Incorporate professional and managerial functions as needed
Opportunities and Risk: Plan for risk management and opportunities identified during the tender
phase Continuous assessment of risk and opportunity exposure, as well as defining
specific measures Ongoing assessment of the project's commercial risk in relation to the risk
allocation
Conduct effective project meetings as needed. Minimum participation, minimum time, and customized to. project phases /
challenges
Reporting: Continuously notify all potential significant deviations from the objectives of
the project Clear and early notification to the customer if the customer does not fulfill his
obligations
Core team Jointly responsible for the project's goal achievement
Lead Project managers single Point Of Contact
Overview of names allocated to each project is maintained by Project department
1.1 Collect information 1.2 Affect Market
1.3 Develop Product/Service1.3 Prioritize
DEV
ELO
PMEN
T TE
AM
FIN
AN
CE
TECH
NO
LOG
YM
AN
UFA
CTU
RIN
GLC
SM
AR
KED
MA
NA
GEM
ENT
Inp
ut -
ou
tput
Define Marked need
Phase 1 Development DOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph1_v1.1
Map Technology
and Material technology
MapMarket trends
Map Manufacturing
technology
Map technology
transfer opportunbities
to other markets
Affect market: excecute iaw
Phase 2.1
Recommend development
projects - Project
application
Processing and prioritizing
project Applications
Approve Project Charter
Demand / Need or
Opportunity
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
Budget input
Recommend development
projects - Project
application -
Recommend development
projects - Project
application - F26
F26
F34F26
Phase .1 GATE REVIEW
M1 achieved
Analyse/Specify
Development - excecute iaw
phase 3)
develop product Teaser
Develop Project Charter
Recommend development
projects - Project
application -
Map public R&D funding
Description
F
Map marked needs
Draft Spec.
Approve draft spec
Design Input
SALE
S TE
AM
FIN
AN
CE
TECH
NO
LOG
YM
AN
UFA
CTU
RIN
GM
AR
KED
LCS
Handling of RFP/RFI
Phase 2.1 MarketingDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph2.1_v1.1
Customer surveys
Marketing existing product
portfolio
Present UM product to
client
Demand for new product/
variants/
Within strategy
Propose development GOTO Phase 1
Marketing plan
Register and update
«Market hotlist»
RFP/RFI
Inform customer
BID/NO BID review (RFP/RFI within
strategy, relevance, opportunities,
competitons/winner chances, capacity, lessons learned)
Bid Budget and Fixed price quote
No bid
Go to Phase 2.2
Customer Request
Within current product portfolio
Not within current product portfolio
Branding/Market
material/web
Conferences/Exhibitions
EvaluateBusiness
opportunityNot within strategy
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
Approved strategy
If decided
Appoint tender mngr.
Fixed price quote
Opportunity
ROM quote
Bid ROM quote
Budget quote
Quotation quality levels
TEN
DER
TEA
M
FIN
AN
CE
TEC
HN
OLO
GY
MA
NU
FAC
TURI
NG
MA
RKE
TSC
MQ
UA
LITY
Cost and price
Tender documents
INPUT - OUTPUT
BUDGET QUOTE- Full cost calculation input documentation, Review and approvcal is not required- Form 63 Tender specification is required
FIXED PRICE QUOTE
Time and resources
Phase 2.2 TenderDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet 2.2_09.19
Establish project no
Input Risk and opportunities
Payment milestones, Rates,
currency conversions and
profit
Schedule Input (Tasks/
documents and
resources)
Review entire RFP wrt T
responsibility
RFP
Cost calculation review and
approval
GATE REVIEW (Tender review)
Tender team Kick-off
(approach, plan & roles/responsibilities)
Tender documents
review
Review Risks and
opportunities
Archive Tender
documentation
Assemble tender – Sign and submit
Review entire RFP wrt. M
responsibility
Obtain tender project no –
Establish Project in
PRIMAVERA
Establish workplace/
Archive input
Prepare suppliers RFP and submit
Evaluate/clearify Sub-
suppliers Proposal
Choose supplier(To be
approved by tender
manager)
Supplier offer-Technical evaluation and recommendation
Supplier offer-Technical evaluation and recommendation
Input Risk and opportunities,
assumptions and exceptions
Tender engineering
Manufacturing tender work
Allocate tender team
personell
Prepare commercial
Tender documents
Tender specification
(Price calculation)
Allocate tender team
personell
Allocate tender team
personell
Review entire RFP wrt Finance
responsibility
Review entire RFP wrt. SCM responsibility
Allocate tender team
personell
Tender
URIC and /or Board
Quality tender docs
Review entire RFP wrt Quality responsibility
Allocate tender team
personell
Input Risk and opportunities,
assumptions and exceptions
Cost Inputwith
assumprions and exeptions
Cost Input with assumprions
and exeptions
PRIMAVERA:Time and
Resources review (Planning system)
Establish Cost calculation
template – project adustments (if
required by RFP)
COST CALCULATION
ADMINISTRATION
Input Risk and opportunities,
assumptions and exceptions
Schedule Input (Tasks/
documents and resources)
Input Risk and opportunities
Schedule Input (Tasks/
documents and
resources)
Supplier proposalsTechnical evaluation
Supplier proposals Technical
evaluation
URIC/Board review reuired
F38 F01
F07
F07
4.1
Warranty
3.6
Closing
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
i 8.2.3.2
F59
Follow-up tender and
G2.2 punch/measures
Debrief/lessons-learned
No success
3.5
Test&Delivery
Typically:-Tasks/resources/durations-Produceability -Processes recommendations -Tools &facilities -Records and inspections -Manufacturing processes-Technical RFP specs «manufacturing means and services»-Cost estimates (work, manufacturing means, consumables and services)-Deliverable tender documents
Assumptions/exemptions
Supplier tender
RFP specs
PRIMAVERA (Time and
Respource)
Cost Calculation w/assumptions
Tender Specification
(signed form63)
Risk&Opportunity
Tender Approved GR
RFP (Supplier) Supplier proposal
MOM Kick-off
Tender documents
Finance tender docs
63
Budget pricingCost estimate
63
Input Budget quote
F36B
Quotation quality levels
Typically:-Tasks/resources/durations-Design verificaiton and Qualifications-Product verification and Testing -Weight verification and control -Technnical RFP specs «materials and services»-Cost estimates (work and services)-Deliverable tender documents
Prepare procurementStrategy and procurement
cost calculation
approach (to be agreed by Tender mngr)
F36B
PROCUREMENTCost Input with
assumptions and exeptions
Cost INPUT Calculation w/assumptions
ProcurementStrategy/plan
Review RFP
- Identify special (new/unknown) conditions and market specific info.) - Clearify/establish tender team and roles - Tender content and structure- Establish tender budget
NDA before RFP if applicable
Considerations:Buy/Make
CompetitionSupplier evaluation
CriticalityQuality
Etc.
SALE
S TE
AM
FIN
AN
CE
TEC
HN
OLO
GY
MA
NU
FAC
TURI
NG
MA
RKE
TSC
MPR
OJE
CT
INP
UT-
OU
TPU
T
Phase 2.3 OrderDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph2.3_v1.1
Q&A – Negotiations
(archive formal documentation)
Update Tender docs/ Cost/Price/
Assumptions/Risk/opportunity/
In accordance with assumptions
GATE REVIEW 2.3
Contract review incl. Risk review and mitigation
(check-list)
Sign. contract/ order
confirmation
Archieving and hand -over to
Project
Contract proposalGo to phase 3.1Signed contract
Negotiations required
Order spesification
F1
Contract review input
Contract review input
Contract review input
Contract review input
F12
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
i 8.2.3.2
Contract review input
Verify contract conditions
According to assumptions
Not in Accordance with assumptions
Call-off
Quotation quality levels
Order spesification
PR
OJE
CT
EXEC
UTI
ON
TEA
MM
AN
AG
EMEN
T
TECH
NO
LOG
YM
AN
UFA
CTU
RIN
GTE
ST&
QC
FIN
AN
CE
Proj
ect
man
ager
SCM
DO
C.C
ON
TR
OL
Review scope / requirements,
assumptions and budget
Project Delivery Phase 3.1 – Intitiate and plan DOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph3.1_v1.1
Update Autorizations
Establish workplace – arcive input
Identify Project team / Roles
and responsiblity
Project planning kick-
off
Project charter
Review scope / requirements,
assumptions and budget
Plan Manucaturing
activities/Material need
date
Manufacturing input for PMP
and ITP
Allocate project ID
Review scope / requirements,
assumptions and budget
Plan Technology
activities inkl Test
Technology Input for PMP
and ITP
Procurement management
plan
Change management
Review scope / requirements,
assumptions and budget
Establish Budget
baseline
Insurance /Currency hedging
Investment application
Process investment application
Project plans
PRIMAVERASchedule review- update if required
Approve / Release Plans
(baseline1)
Project Management Plan(s)
Phase3.1 GATE REVIEW
(MS3.1 achieved when GR
approved)
Prepare ITP (Inspection and
Test Plan) Issued «for <TBD>
phase»
Provided by T og M)
Handover from sales
Plan Project in PRIMAVERA
F26
Invoice customer
4. PROJECT INTEGRATION
MANAGEMENT
6. PROJECT TIME MANAGEMENT
5. PROJECT SCOPE MANAGEMENT
7. PROJECT COST MANAGEMENT
8. PROJECT QUALITY MANAGEMENT
9. PROJECT HUMAN RESOURCE
MANAGEMENT
10. PROJECT COMMUNICATIONS
MANAGEMENT
11. PROJECT RISK
MANAGEMENT12. PROJECT
PROCUREMENT MANAGEMENT
13. PROJECT STAKEHOLDER MANAGEMENT
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
F37
i 8.3.6; 8.5.6
F36
F57
i 8.3.2 Pull Plan
i 8.2.3.2
F59
Identify project data
F62
Project dataProject management
Plan(s)
MOM
PRIMAVERA Time/
Resource planProject work- place
ITP Risk register Approved GR
F36
F01
F36
F34F12
FinanceBudget
Procurement Management plan
Order spesificationi 8.5.1
- Hand over from sales (Order specification/Assumptions/
Budget/Opportunities and risks)
- Contractual milestones- Budgets for each LEAD- Applicable Project phases - Requirement for task breakdown for cost follow-up- Any special lesssons learned to implement
Normally collected in Project management file (form 36) or a Collection of plans when needed
Add any Access restrictions/ personal NDA etc
Plan to be approved by PM
Based on handover from sale
MA
NA
GEM
ENT
PR
OJE
CT
EXC
ECU
TIO
N
Proj
ect
man
ager
TECH
NO
LOG
YM
AN
UFA
CTU
RIN
GQ
C&
TEST
DO
C A
DM
FIN
AN
CE
Proj
ect
man
ager
SCM
Project Delivery Phase 3.2 – DefinitionDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph3.2_v1.1
Produce material samples / model
Perform scale test / material
test
RFP to Sub-suppliers
Evaluate/Clearify Sub-suppliers
Proposal
Send PO and material
Establish / Negotiate contract
Select supplier (PM approval needed)
Establish Expediting plan (input Risk /
Criticality, ITP)
Receive order confirmation - Check
and reg. in IFS
Release for use: Check received hardware and
documents
Framework Agreement exist
Contract required
Internal test material
External test material
Update ITP related to product
requirements / design
verification (internal + supplier)
Update ITP related to manufacturing verification
(internal + supplier)
Project monitoring /
Reporting
Process in-comming Invoices
Prognosis-review / update
LLI procurement specification
production Facilities/tools
Evaluate process Options / Specify pilot production
need
CONCEPT/SYSTEM DESIGNSpecify model /
material / process
qualification (internal / external)
System Design review
Design Approval Process vs. Customer / authorities / 3rd party
Evaluate results from
model / material / process
qualification program –
implement in design
LLI Technical procurement specification
Prepare documentation
delivery
Register subcontractor documentation -
distribution for control
Archive subcontractor documentation – Report
status to SCM
Distribute feedback from
Class / authority
Phase 3.2 GATE REVIEW (MS3.2 achieved when
GR approved)
Reportscale test /
material test
Send / Receive documentation
Approve doc that affect cost,
time, quality
Follow up supplier
Approved changes -implementation to planning system
Kick -off with team
IDC incl. Manufacturing
impact on producibility
Define design input incl.
lessons learned ref
Ph1)
Invoice customer/suppliers
F11
F03
F11
F17F
F18
F
F
F01
Initiate acquisition
process - LLI procurements
F
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
F
i 8.3.3
i 8.3.4, 8.3.5
4. PROJECT INTEGRATION
MANAGEMENT
6. PROJECT TIME MANAGEMENT
5. PROJECT SCOPE MANAGEMENT
7. PROJECT COST MANAGEMENT
8. PROJECT QUALITY MANAGEMENT
9. PROJECT HUMAN RESOURCE
MANAGEMENT
10. PROJECT COMMUNICATIONS
MANAGEMENT
11. PROJECT RISK MANAGEMENT
12. PROJECT PROCUREMENT MANAGEMENT
13. PROJECT STAKEHOLDER MANAGEMENT
i 8.3.6; 8.5.6
F31F18
Update/issue ITP «For detail
design»
F11
PRIMAVERA Time/
Resource plan
ITPRisk register Approved GR Change requestsConsequences
Change orders (customer/suppliers)Changes status
PRIMAVERAReporting,
Update and review
Change management
Invoicing documentation
Invoice docs
Problem solving
i AQAP 5.4.6
i 8.4.1
Approved procurement plan
Supplier Qualifyed
F68
Design Input Design.docsTechnical Procurement specs
Qualifyed suppliers list
Procurement Plan
Qualificationspecification
Qualificationresults
i 8.5.1
F09
F55
F55
Status and consequences normally recorded in Project management file (form 36)
PR
OJE
CT
EXC
ECU
TON
TEA
MM
AN
AG
EMEN
T
TECH
NO
LOG
YM
AN
UFA
CTU
RIN
GQ
C&
TEST
FIN
AN
CE
Proj
ect
Man
ager
Proj
ect
Man
ager
SCM
DO
C A
DM
MANUFACTURING PROCESS PLAN
Project Delivery Phase 3.3 – Detail designDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph3.3_v1.1
Define manufacturing
process
Update ITP related to product activities / Production records (internal + supplier)
Update ITP related to product
requirements / design
verification (internal + supplier)
Identify need for
-special equipment/ jigs / molds)
Decide logistics flow
(area, storage, transfer)
DETAIL DESIGN
Detail Design review (DDR)
Design approval
process vs. Customer /
authorities / 3rd party
Manufacturing documentation
Internal test material
Material for external test
Perform extended material recept control
(raf. ITP)
Phase 3.3 GATE REVIEW (MS3.3 achieved when
GR approved)
Approve doc that affect cost, time,
quality
IDC & Manufacturing
impact on producibility
Evaluate results from model /
material / process
qualification program -
implement in design
Produce material samples / model
Procurement specification: production Facilities/
Tools/
Evaluate process
Options / Identify pilot production
need
RFP to Sub-suppliers
Evaluate/Clearify Sub-suppliers
Proposal
Send Contract/ PO.
Establish / Negotiate contract
Select supplier (PM approval needed)
Establish Expediting plan (input Risk /
Criticality, ITP)
Receive order confirmation -Check and reg.
in IFS
Release for use: Check received hardware and
documents
Framework Agreement exist
Contract required
F18
F11
Prepare documentation
delivery
Register subcontractor documentation -
distribution for control
Archive subcontractor documentation – Report
status to Purchase
Distribute feedback from
Class / authority
Send / Receive documentation
F
Project monitoring /
Reporting
Process in-comming Invoices
Prognosis-review / update
Invoice customer/suppliers
Specify model /
material / process
qualification (internal / external)
F03
Expedite supplier
Supplier FAT (equipment/
materials early supply
Perform scale test, material
test
Reportscale test,
material test
F
F01
F
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
F
4. PROJECT INTEGRATION
MANAGEMENT
6. PROJECT TIME MANAGEMENT
5. PROJECT SCOPE MANAGEMENT
7. PROJECT COST MANAGEMENT
8. PROJECT QUALITY MANAGEMENT
9. PROJECT HUMAN RESOURCE
MANAGEMENT
10. PROJECT COMMUNICATIONS
MANAGEMENT
11. PROJECT RISK MANAGEMENT
12. PROJECT PROCUREMENT MANAGEMENT
13. PROJECT STAKEHOLDER MANAGEMENT
Approved changes -implementation to planning system
F17 F31F18
Update/issue ITP «For
production»
-Technical procurement specification
-Material specifications (BOM and/or PDM)
F11
F11
i 8.3.4, 8.3.5
i 8.1
Supplier tender
PRIMAVERAReporting, Update
and review
PRIMAVERA Time/
Resource plan
ITPRisk register Approved GR Change requestsConsequences
Change orders (customer/suppliers)Changes status
Invoicing documentation
Change management
Invoice docs
i 8.4.1
Manufacturing Process plan
i 8.3.6; 8.5.6
Qualificationspecification
F
Material need/Technical
Procurement specs
Initiate acquisition
process - LLI procurements
Problem solving
i AQAP 5.4.6
Approved procurement plan
Supplier Qualifyed
F68
Identify design input/ Requirements assumptions and budget
Procurement Plan
Design.docs Manufacturingdocs
i 8.3.3 Design InputQualifyed
suppliers listQualification
results
Kick -off with team
i 8.5.1
Facilitate production
and test
Material and consumables need dates
F09
F55
Status and consequences normally recorded in Project management file (form 36)
PFMEAProcess steps chartProcess Descriptions / drawings
PFMEA
For Mod/Support projects and MTO projects: Material need spec. is defined by Project manager
MA
NA
GEM
ENT
PRO
JEC
T EX
CECU
TIO
N T
EAM
TECH
NO
LOG
YM
AN
UFA
CTU
RIN
GQ
C&
TEST
Proj
ect
man
ager
Proj
ect
man
ager
FIN
AN
CE
DO
K A
DM
SCM
Project Delivery Phase 3.4 – Procurement and ProductionDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph3.4_v1.1
PRR -Production Readiness
Reviews (1-n)
Manufacturing Inspection
iaw ITP
Test specifications / procedures
Production support
Procurement extended receipt inspection (ref.
ITP)
Procurement support
Facilitate for manufacturing
Provide user documentation (own
+ supplier)
Product / process
approval from 3rd party
Prepare/provide NC cuttingfile
Kick-off with the production
team
HESRisk analysis
of manufacturing
processes
Check supplier docs- message to purchasing
about status
Phase3.4 GATE REVIEW (MS3.4 achieved when
GR approved)
Archive Manufacturing
records
Early tests iaw ITP (own +
subcontractor)
Early STW (own +
subcontractor)
Project monitoring /
Reporting
Process in-comming Invoices
Prognosis-review / update
Invoice customer/suppliers
Prepare documentation
delivery
Register subcontractor documentation -
distribution for control
Archive subcontractor documentation – Report
status to Purchase
Distribute feedback from
Class / authority
Send / Receive documentation
F
RFP to Sub-suppliers (if
needed)
Evaluate/Clearify Sub-suppliers
Proposal
Send / Archive contract/ PO
Establish / Negotiate contract
Select supplier (PM approval needed)
Establish Expediting plan (input Risk /
Criticality, ITP)
Receive order confirmation - Check
and reg. in IFS
Release for use: Check received hardware and
documents
Framework Agreement exist
Contract required
Expedite supplier
F11F
Supplier FAT and report
F
Initiate acquisition
process
F
F39
F18
As built- docs. updates
As-built and improvement
input to T
Update/Issue ITP «For testing and
delivery»
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
F
Delivery of goods
F01
4. PROJECT INTEGRATION
MANAGEMENT
6. PROJECT TIME MANAGEMENT
5. PROJECT SCOPE MANAGEMENT
7. PROJECT COST MANAGEMENT
8. PROJECT QUALITY MANAGEMENT
9. PROJECT HUMAN RESOURCE
MANAGEMENT
10. PROJECT COMMUNICATIONS
MANAGEMENT
11. PROJECT RISK MANAGEMENT
12. PROJECT PROCUREMENT MANAGEMENT
13. PROJECT STAKEHOLDER MANAGEMENT
Approved changes -implementation to
planning system
F17 F18
Update ITP related to product requirements /
design verification (internal + supplier)
Claims to suppliers, if
anyF31
Manufacturing
Panel Assembly Installation
i 8.1i 8.1
i 8.1
i 8.5.1
Identify spare parts and tools for STW/TEST
i 8.1, 8.5.2, 8.5.3
Supplier tender
Invoicing documentation
PRIMAVERAReporting, Update
and review
PRIMAVERA Time/
Resource plan
ITPRisk register Approved GR Change requests
ConsequencesChange orders (customer/suppliers)
Changes status
Red-marks /As-built update plan
Change management
Invoice docsManufacturing Process plan
i 8.3.6; 8.5.6
Problem solving
i AQAP 5.4.6
i 8.4.1
Approved procurement plan
Supplier Qualifyed
F68
Component
Test specifications User docsQualifyed suppliers list
Procurement Plan
Material need/spesifications
i 8.5.1
F09 F31
Status and consequences normally recorded in Project management file (form 36)
MA
NA
GEM
ENT
PRO
JEC
T EX
CECU
TIO
N T
EAM
Pro
ject
man
ager
TEC
HN
OLO
GY
MA
NU
FAC
TURI
NG
QC
&TE
STD
OC
.CO
NTR
OL
FIN
AC
NE
SCM
Proj
ect
man
ager
Claims to suppliers, if
any
Project Delivery Phase 3.5 – Test and DeliveryDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph3.5_v1.1
Report Tests; internal /
Government / 3rd part
Inspections and Test excecution iaw. ITP
(own / subcontractor)
Design qualification /
FCA
Product qualification /
PCA
If required by PMP
Prototype
Pre-serie
Finalise User Documentation (own + supplier)
STW/Test support
STW/Test support
Update class documentation
Loose equipment storing and
securing
Area review
As-Built docs updates
Prepare shipment:necessery insurance, export documents,
packing listshipping invoice
Initiate shipment
Input to T for export report to authorities
Invoicing documentation
COC / hand-over protocol (if required by
customer)
Packaging / labelling (big
shipment)
Packaging / labeling (small
packages)
STW and TEST Readiness Review
Check/approve supplier test
documentation
Prepare documentation
delivery
Receive documentation
Register supplier documentation -
distribution for control
Archive supplier documentation
Distribute feedback from
Class / authority
Send / receive documentation
Coordinate suppliers
STW (own / subcontractor)
TEST PROCESSES Safety and Risk
Analysis
KICK OFF with test team - Test coordination and
facilitation (on and offshore)
Follow-up Suppliers
As-built "Red-marks" and improvement suggestions -
feedback to T
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
Identify documents for delivery to 3. parts/customers
Product shipment plan and requisition
Phase 3.5 GATE REVIEW
(MS3.5 achieved when GR approved)
F01
Project monitoring /
Reporting
Process in-comming Invoices
Prognosis-review / update
Invoice customer/suppliers
F
F41
F
F31
i 8.1, 8.6
4. PROJECT INTEGRATION
MANAGEMENT
6. PROJECT TIME MANAGEMENT
5. PROJECT SCOPE MANAGEMENT
7. PROJECT COST MANAGEMENT
8. PROJECT QUALITY MANAGEMENT
9. PROJECT HUMAN RESOURCE
MANAGEMENT
10. PROJECT COMMUNICATIONS
MANAGEMENT
11. PROJECT RISK MANAGEMENT
12. PROJECT PROCUREMENT MANAGEMENT
13. PROJECT STAKEHOLDER MANAGEMENT
Approved changes -implementation to
planning system
F18
Approve suppliers work and
documents
F31F18
i 8.1
i 8.1
Handover to LCS for Warranty period and
Life Cycle Support
F61
PRIMAVERAReporting, Update
and review
PRIMAVERA Time/
Resource planRisk register
Approved GR Change requests
ConsequencesChange orders (customer/suppliers)
Changes status
Change management
Invoice docs
ITP
i 8.3.6; 8.5.6
Problem solving
i 8.5.1
Status and consequences normally recorded in Project management file (form 36)
MA
NA
GEM
ENT
PRO
JEC
T EX
ECU
TIO
N T
EAM
Proj
ect
man
ager
TECH
NO
LOG
YM
AN
UFA
CTU
RIN
GQ
C&
TEST
DO
C.C
ON
TRO
LFI
NA
NC
ESC
MPr
ojec
t m
anag
er
Project Delivery Phase 3.6 - ClosingDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph3.6_v1.1
Learning improvement suggestions
Archive documents: Design, Test,
user docs
Return surplus material
Review status of all PO / Claim/
supplier deviations
Summarize experience /
learning
Summarize experience /
learning
Summarize experience /
learning
Summarize experience /
learning
Store molds / jigs
Returned material:
Asses obsolescence
Decide jigs and molds handling (discard /
store)
Phase 3.6 GATE REVIEW (MS3.6 achieved when
GR approved)
Jigs and molds – register – and
storage requirement
Review status Actions, punch
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
Process in-comming Invoices
Invoice customer/suppliers
Demobilize project team
F01
Close Financial accounts
Close Contracts and
POs
Returned material: Reg.
return
Summarize experience /
learning
4. PROJECT INTEGRATION
MANAGEMENT
6. PROJECT TIME MANAGEMENT
5. PROJECT SCOPE MANAGEMENT
7. PROJECT COST MANAGEMENT
8. PROJECT QUALITY MANAGEMENT
9. PROJECT HUMAN RESOURCE
MANAGEMENT
10. PROJECT COMMUNICATIONS
MANAGEMENT
11. PROJECT RISK MANAGEMENT
12. PROJECT PROCUREMENT MANAGEMENT
13. PROJECT STAKEHOLDER MANAGEMENT
PRIMAVERA: Status/Close
activities
PRIMAVERA: Status/Close
activities
PRIMAVERA: Status/Close
activities
Archive documents:
Records/reports
Report financial result
Invoicing documentation
PRIMAVERAclosing
PRIMAVERA Time/
Resource plan
Approved GR Invoicing documentation
i 8.3.6; 8.5.6
IMPROVE
Assess / reg changes to «IFS order
points»
input for changes to IFS «order point»
MA
NA
GEM
ENT
EXC
ECU
TIO
N T
EA
M
WA
RR
AN
TY P
OC
LCS
TEA
MFI
NA
NC
E
Sub-suppliers responsibility
Project Delivery Phase 4.1 WarrantyDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph4.1_v1.1
Warranty claim to sub-suppliers – clarify way-
ahead
Initiate Corrrective
actions
Reasoned notification of
rejection to the customer - sales
offer remediation
Claim rejected
Receive order to rectify (Handover
to LCS ph 4)
Warranty Status follow-
up / reporting /
Activity closing
Record claim and evaluate
obligation
Warranty repair release
Goto phase 4
Claim initially accepted
Pending complexity;
Problem solving/Root
cause analysis
Claim rejected
Phase 4.1 GATE REVIEW
(MS4.1 achieved when GR
approved)
(PRIMAVERA)Establish
Warranty activityClaim
Input for Invoicing sub-
suppliers
Input for Invoicing
customer (if not handled
as service order)
Sub-supplier warranty responsibility
Sub-supplier co-ordination
Performed by sub-suppier
Receive PO from supplier
To be performed by UM
Prognosis-review / update
F01
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
F31
Invoice customer/suppliers
Process in-comming Invoices
i 8.5.1
Warranty financial result
Lessons learned and
Improvement-suggestion to Technology
i 8.1
PRIMAVERAReporting,
Update and review
PRIMAVERA Time/
Resource planITP Risk register Approved GR Quailfication
documentation – Updated Qualifyed
suppliers list
Change requestsConsequences
Change orders (customer/suppliers)Changes status
Change management
Invoice docs
involve Product owner as required)
Status and consequences normally recorded in Project management file (form 36)
MA
NA
GEM
ENT
PR
OJE
CT
EXC
ECU
TIO
N
Key
acc
ou
nt m
anag
erLC
SSC
MQ
C&
TEST
DO
C.C
ON
TRO
LFI
NA
NC
EM
AN
UFA
CTU
RIN
GTE
CH
NO
LOG
YKe
y a
cco
unt
mng
r
QC/TEST
Phase 4 Life Cycle SupportDOCUMENT: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Ph4_v1.1
Message to F:Ready for Invoicing
Confirm order – Archive
Identify document
for delivery to the
customer
PRIMAVERA:Establish Project -
Activity + Due date + Resource
role + Cost
Shipment requisition of parts and tools (necessary Export
Control application)
Inspections and Test iaw ITP
TRR (for each WBS level cf. schedule
TBD)
Provide Product
approval from 3rd party / authority
Procurement extended
receipt inspection (ref.
ITP)
Purchasing (Ref SCM
Phase 3.4)
Prepare for shipment: Insurance, export-
documents, packing list
Sending / chartering to
recipient
Input to export report to
authorities
Packaging / Labeling (small
packages)
Provide documentation
Job-verification acc to Job-description
Input to T and M: improvement
suggestions
Report Tests; Internal /
Government / 3rd party
Area- survey
Inspection and MC (ref ITP/jobbseddel)
PRR - Production Readiness
Review
Define Material/
Service need (external) /
Ordering internal services)
Compile work definition
documents
Final cost calculation / input to knowledge /
learning
Test/STW co-ordinating and facilitation (on-, and
offshore, umoe ans suppliers)
Prepare documentation
delivery
Registering subcontractor
documentation - distribution for control
Archiving subcontractor
documentation
Distribute feedback from
Class / authority
Deliver / Receive documentation
Project monitoring /
reporting
Manufacturing records
PRIMAVERA:Plan Manucaturing
activities
Co-ordinate Sub-supplier work(incl.
STW/Test)
Release delivery / COC
Receive and storage of
vessels
Test process Safety – Risk analysis and
actions
STW/Test support
Process improvement
proposals (product owner)
Review order
Service ordre
Process improvement suggestions (product
owner)
Technical support
STW/Test support
Process request- Rough plan input to
LCS
Clarify availabe internal
resources
Process request- rough plan input to
LCS – melde evt.
Provide document approval from 3rd party /
authority
GOTO Phase 3.1
Projects
PRIMAVERA:Detail schedule
activities: description, responsibility,
resources, time, start)
Establish/Release ITP
Prepare NC-cutting-file
Test management
Service / Support
Inspection and Test assistance
(if necessery) Update the
maintenance plans
Maintenance reports
Wararnty claim (from ph4.1)
F41
4.1
Warranty
3.6
Closing
3.5
Test&Delivery
3.4
Procurement and production
3.3
Detail design
3.2
Definition
3.1
Initiate&Plan
1
Development4
LCS
2.2
Tender
2.1
Marketing
2.3
Order
F37
Invoicing Invoice
processingF
F14
F39
i 8.3.6; 8.5.6
4. PROJECT INTEGRATION
MANAGEMENT
6. PROJECT TIME MANAGEMENT
5. PROJECT SCOPE MANAGEMENT
7. PROJECT COST MANAGEMENT
8. PROJECT QUALITY MANAGEMENT
9. PROJECT HUMAN RESOURCE
MANAGEMENT
10. PROJECT COMMUNICATIONS
MANAGEMENT
11. PROJECT RISK MANAGEMENT
12. PROJECT PROCUREMENT MANAGEMENT
13. PROJECT STAKEHOLDER MANAGEMENT
i 8.1
i 8.1
i 8.5.1
i 8.2.3
i 8.1, 8.6
PRIMAVERAReporting,
Update and review
PRIMAVERA Time/
Resource plan
ITP Risk registerApproved GR COCApprovals Invoice docsMaintenance
ReportsTest
reportsJob
description
Problem solving
Delivery to SCM
Material Requisition (IFS)
Procurement request (Lotus)
Order by phone/email to be implemented in IFS
-PO from costumer-Order from customer via mail-Order confirmation from UM to customer-Signed «Minutes of meeting»-Internal note which define why this is registered as an order
ISO 9001:2015 Documentation requirements related to BMS Main Process
8.1 (Operational planning and control)e) determining, maintaining and retaining documented information to the extent necessary 1) to have confidence that the processes have been carried out as planned; >>>BMS2) to demonstrate conformity of products and services to their requirements. >>>Phase 3.5
8.2.3 (Review of requirements for products and services)8.2.3.2 The organization shall retain documented information, as applicable:a) on the results of the review;b) on any new requirements for the products and services.
8.3.2 (Design and development planning)In determining the stages and controls for design and development, the organization shall consider:j) the documented information needed to demonstrate that design and development requirements have been met.
8.3.3 (Design and development inputs) The organization shall retain documented information on design and development inputs.
8.3.4 (Design and development control) The organization shall apply controls to the design and development process to ensure that:f) documented information of these activities is retained
8.3.5 (Design and development outputs) The organization shall retain documented information on the design and development outputs.
8.3.6 (Design and development changes) The organization shall retain documented information on:a) design and development changes;b) the results of reviews;c) the authorization of the changes;d) the actions taken to prevent adverse impacts.
8.4 Control of externally provided processes, products and services8.4.1 General) The organization shall determine and apply criteria for the evaluation, selection, monitoring of performance, and re-evaluation of external providers, based on their ability to provide processes or products and services in accordance with requirements. The organization shall retain documented information of these activities and any necessary actions arising from the evaluations.
AQAP 5.4.6 ADDITIONAL REQUIREMENTS TO iso 8.4 (WHEN AQAP IS APPLICABLE)3. Suppliers shall conduct a formal review of purchasing documents to verify that the correct contractual requirements have been flowed down. The Supplier shall retain documented information of this review.
8.5.1 (Control of production and service provision) Controlled conditions shall include, as applicable:a) the availability of documented information that defines:1) the characteristics of the products to be produced, the services to be provided, or the activities to be performed;2) the results to be achieved;
8.5.2 (Identification and traceability) The organization shall control the unique identification of the outputs when traceability is a requirement, and shall retain the documented information necessary to enable traceability.
8.5.3 Property belonging to customers or external providers….When the property of a customer or external provider is lost, damaged or otherwise found to be unsuitable for use, the organization shall report this to the customer or external provider and retain documented information on what has occurred.
8.5.6 (Control of changes) The organization shall retain documented information describing the results of the review of changes, the person(s) authorizing the change, and any necessary actions arising from the review.
8.6 (Release of goods and services) The organization shall retain documented information on the release of products and services. The documented information shall include:a) evidence of conformity with the acceptance criteria;b) traceability to the person(s) authorizing the release.
Approved Management meeting 13.3.17
Phase 1
Development
Phase 2
Market /
Sales
Phase 3 - PROJECT DELIVERY
Phase 4
Support/
After sale
Document: BAS.QG.17Title: BMS Main Process phase descriptionsSource file: BAS.QG.17_BMS_Mainprocess_phases.vsdx - Sheet Issue history
Issue: 1
