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Planners and EPC scope

In my suggestion,  planners who delegated to manage and control the project or the manufacturing site  must understand engineering drawings, specification, detail scope and quantities. A planner who is sitting in front of the computer and just playing with Primavera or MS Project program and doesn't read and understand engineering drawings, documents,specifications and dependencies among the disciplines/tasks is a just program operator.

Generally, planner who fully involved with EPC project must read and understand all aspect of engineering, procurement and construction methodologies. The following exercise is a for-instance for an EPC project plan(schedule, cost and resources).
(A) For engineering and construction schedule, you must study the deliverables and dependencies among the disciplines
  1. Process engineering ; P&ID (Piping and Instrumentation Diagrams) , PFD (Process Flow Digrams),
  2. Piping engineering ; line list, plot plan, piping GA (general arrangement), tie-in list, piping BOM (bill of materials)
  3. Mechanical engineering; equipment list, data sheets, equipment GA drawings, requisitions, technical    bid analysis and specifications
  4. Civil engineering; civil foundation plan, piling location plan, structure GA drawings, underground drawings
  5. Electrical & Instrumentation; electrical and instrument cable/tray routing plan, instrument index and lists
(B) For procurement schedule, get the requisitions for all disciplines and understand the work steps wsuch as

(a) Inquiry issued to bidders
(b) Bid evaluation and owner approval
(c) Purchased Order to Vendor
(d) Vendor drawings receive
(e) Fabrication
(f) Final Inspection and
(g) Delivery at site

(C) In summary, gather the following basic information after the contract awarded. 
(1) Meeting of Minute during tendering
(2) Project contract
(3) Base line scope and bill of quantities
(4) Project Execution Plan
(5) Budgeted cost and man hours
(6) Estimated cost
(7) Tender schedule
(8) Risk assessment

Review the engineering drawings and specification as mention in "A" & "B" as and when required. Create your project schedule based on the information "A", "B" and "C". Assign the man-hours based on the approved schedule and productivity rates. Then, the required resource plan can be developed.


  1. HI,
    Great work! Thumbs up.
    I am a engineer with a master's degree in engineering. I am hoping to develop a career as a project planner.
    I have some practical experience in engineering but I am not sure I have enough experience in planning engineering.
    I am thinking of of enrolling for a project management training soon with the hope that it might help in having more knowledge in planing engineering and hopefully with some self study.
    what do you think.?
    Do u think the PM training would help?
    what else do I need to do to be a project planner.
    THANK YOU for your response

  2. Hi
    Thanks for visiting our site. In my opinion, Project Management training is good for engineering planner as it covers more than planning and scheduling. But, it is not essential to become project planner.
    The best option to become project planner is getting the right experience for each field. For instance;
    (1) Work as project engineer or discipline engineer (i.e. Civil engineer) in Engineering Company to acquire knowledge in multi-discipline engineering work flow and dependencies among procurement and construction work.
    (2) Work as field engineer to get experience in construction works.
    (3) Attending scheduling tools training such as Primavera P6, MS project is essential.
    (4) Suggest to attend the project planning courses such as

  3. great article posted by you Min Oo... I visit your site whenever i need assistance. this article on studying the drawings and procurement requirements are very true , i believe in it and involved in it everyday


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