Elementor #2242

AIPPC – Oil & Gas Project Planning & Controls Course Module

AIPPC – Advanced Industry Project Planning & Controls

Oil & Gas EPC Project Oriented Internship Program (12 Weeks)

MODULE 1 — Introduction to Oil & Gas EPC Projects

Objective: Understand how end-to-end EPC megaprojects are executed and controlled.

Topics Covered

  • Overview of upstream, midstream, downstream industries
  • EPC vs EPCM contracting structures
  • FEL (Front-End Loading) Stages: FEL-1 → FEL-2 → FEL-3
  • Engineering → Procurement → Construction → Commissioning workflow
  • Project baselines: Scope, Cost, Schedule, Quality

Outcomes

  • Clear understanding of how Oil & Gas projects function
  • Role of Project Controls in each project stage

MODULE 2 — Work Breakdown Structure (WBS) Development

WBS is the backbone of schedule, cost, progress, and reporting systems in Oil & Gas EPC projects.

Topics Covered

  • Area-based, System-based, Discipline-based WBS models
  • WBS dictionary creation
  • Engineering WBS → Procurement WBS → Construction WBS integration
  • Level 1–5 WBS structures for refinery, pipeline, tank farm, offshore platforms

Practical Exercise

  • Create WBS for a Hydrotreater Unit
  • Develop WBS dictionary in Excel

MODULE 3 — Engineering Planning & Progress Control

Topics Covered

  • Engineering Deliverables Register (EDR)
  • Weightages & progress curves
  • P&IDs, 3D Model milestones, Isometrics release planning
  • Vendor document management
  • Engineering progress reporting (PEC, trend analysis)

Hands-On Tasks

  • Create Engineering Register in Excel
  • Build Engineering S-curves
  • Update IFC deliverables in Primavera

MODULE 4 — Procurement Planning & Controls

Topics Covered

  • LLI identification & strategy
  • Procurement lifecycle: MTO → RFQ → TBE → PO → FAT → Delivery
  • Incoterms and logistics
  • Vendor expediting & manufacturing progress
  • Procurement Register development

Hands-On Tasks

  • Create Procurement Register
  • Vendor progress tracking & reporting
  • Integrate procurement milestones into Primavera

MODULE 5 — Construction Planning

Topics Covered

  • Construction Work Packaging (CWP, EWP, FIWP)
  • Sequence: Civil → Steel → Mechanical → Piping → E&I
  • Construction productivity and constraints
  • 4D Planning concept
  • Quantity-based progress measurement (QTY curves)

Practical Exercises

  • Create construction lookahead plan
  • Prepare installation sequence for a process unit

MODULE 6 — Piping Planning & Hydrotest Management

Topics Covered

  • Spool fabrication vs field fit
  • Weld inch-dia forecasting
  • NDT, PWHT, painting & reinstatement
  • Hydrotest pack creation & closure
  • Punch listing & mechanical completion

Hands-On Tasks

  • Create spool tracking sheet
  • Hydrotest schedule preparation
  • NDT progress curve

MODULE 7 — Commissioning & System Completion

Topics Covered

  • System & subsystem breakdown
  • Tagged equipment readiness
  • Mechanical Completion (MC), Pre-commissioning, Commissioning
  • Loop checks, ITRs, RFI, final handover

Exercises

  • Develop commissioning execution plan
  • System readiness tracking

MODULE 8 — Cost Control & Budgeting

Topics Covered

  • Cost Breakdown Structure (CBS)
  • Budgeting of Direct, Indirect & Overheads
  • Commitments, accruals, actuals
  • EVM: SPI, CPI, ETC, EAC
  • Trend & change management

Hands-On Tasks

  • Build cost-loaded Primavera schedule
  • Run EVM analysis
  • Prepare monthly cost report

MODULE 9 — Risk Management

Topics Covered

  • Qualitative risk analysis
  • Quantitative risk analysis (Monte Carlo)
  • Schedule Risk Analysis (SRA)
  • Cost Risk Analysis (CRA)

Exercise

  • Create risk register
  • SRA scenario simulation

MODULE 10 — Reporting & Dashboards

Topics Covered

  • Weekly / Monthly EPC reports
  • Progress narratives & highlights
  • S-curves & progress curves
  • Delay analysis narratives
  • Power BI dashboard fundamentals

Hands-On Tasks

  • Create integrated EPC dashboard
  • Generate S-curves

MODULE 11 — Primavera P6 Integrated Planning

Topics Covered

  • Level 1–5 schedules
  • Calendar creation (offshore/onshore)
  • Baselining & progress updates
  • Critical path & near-critical path
  • Delay analysis (TIA, Windows, As-built vs As-planned)

Exercises

  • Create Level 3 EPC schedule
  • Run schedule update cycle
  • Perform critical path analysis

MODULE 12 — Final Internship Deliverables

  • A1. CBS Development – Excel + P6 screenshots
  • A2. Cost Loading in P6 – .xer file + tables
  • A3. EVM Report – Monthly PDF + Analysis
  • A4. Cash Flow Curve – S-Curves
  • A5. Forecasting Exercise – EAC, ETC, VAC
  • A6. Final Dashboard + Presentation – PowerPoint
EDGE Project Controls Academy © 2026 — All Rights Reserved
AIPPC – Project Planning & Controls for Oil & Gas EPC Projects

AIPPC – Advanced Industry Project Planning & Controls

Specialized Training for Oil & Gas EPC Projects • EDGE Project Controls Academy

MODULE 1 — Introduction to Oil & Gas EPC Projects

Objective: Provide a complete understanding of how Oil & Gas megaprojects are structured, executed, controlled, and governed from concept to commissioning.
1️⃣ Upstream, Midstream, Downstream — Detailed Industry Overview

Upstream — Exploration & Production

  • Exploration drilling, well testing, reservoir modelling
  • Platforms (fixed, floating), FPSOs, subsea trees, manifolds
  • Drilling rigs, BOPs, risers, SURF packages

Characteristics:

  • Highest uncertainty due to subsurface conditions
  • Extreme logistical and weather dependencies
  • Critical marine operations (towing, heavy lifts)

Typical Planning & Controls Challenges:

  • Offshore calendars (weather downtime, wave height limitations)
  • SIMOPS (simultaneous operations with existing platforms)
  • Marine spread availability and vessel scheduling

Midstream — Transport & Storage

  • Pipeline networks, compressor stations
  • LNG import/export terminals
  • Tank farms and distribution hubs

Planning Challenges:

  • ROW (Right-of-Way) acquisition and clearances
  • Spread-based execution planning
  • Seasonal weather shutdowns (monsoons, floods)

Downstream — Refining & Petrochemicals

  • Refineries (CDU, VDU, FCC, Hydrocracker, CCR)
  • Gas processing plants
  • Chemical units (ethylene, polymer plants)

Key Challenges:

  • Piping and mechanical erection dominate critical path
  • Complex commissioning and systemization
  • High density of equipment and interconnections
2️⃣ EPC vs EPCM Contracting Models — Full Explanation

EPC — Engineering, Procurement & Construction

Contractor Responsibilities:

  • All engineering deliverables
  • Procurement of all materials, equipment, and services
  • Construction and site execution
  • Commissioning and performance guarantees

Characteristics:

  • Single point responsibility
  • Used mainly for downstream O&G projects
  • Price certainty (Lump Sum)

EPCM — Engineering, Procurement & Construction Management

Contractor Responsibilities:

  • Engineering + Procurement support
  • Manage multiple construction subcontractors
  • Provide oversight and reporting to the client

Planning & Controls Challenges:

  • Multiple contractor schedules to integrate
  • Interfaces between civil, mechanical, piping, electrical contractors
  • Baseline more dynamic compared to EPC

EPC vs EPCM (Planning Perspective)

  • EPC: Stronger baseline control, strict reporting, contractor holds risk
  • EPCM: More flexible, owner holds risk, but high integration workload
3️⃣ Stage-Gate / FEL Model — Full Breakdown

FEL-1 — Concept Development

  • Business case study
  • High-level scope and cost (+50% accuracy)
  • Technology screening

FEL-2 — Feasibility

  • Plot plan, PFDs, preliminary P&IDs
  • Budgetary equipment lists
  • Schedule accuracy improves to ±30%

FEL-3 — FEED (Front End Engineering Design)

  • 30–50% engineering completed
  • Major vendor lists and early MTOs
  • Cost accuracy improves to ±15%
  • Basis for EPC tendering

Why FEL is critical:

  • Poor FEL = unstable baselines + massive EPC overruns
  • Defines clear scope and minimizes change orders
  • Reduces execution risk
4️⃣ Scope Definition & Contract Baselines — In-Depth Notes

Scope Baseline

  • WBS + WBS dictionary
  • Process design basis
  • IFC drawings & engineering deliverables
  • Equipment lists, datasheets

Schedule Baseline

  • Approved Level 3 P6 schedule
  • Critical path + near-critical paths
  • Logical relationships + calendars

Cost Baseline

  • CBS linked to WBS
  • Budget allocation (Engineering, Procurement, Construction)
  • Contingency and escalation

Why Baselines Matter:

  • Progress measurement
  • Change management & claims
  • Forecasting (EAC/ETC)
  • Client reporting
5️⃣ EPC Workflow — Engineering → Procurement → Construction → Commissioning

Engineering Phase

  • P&IDs, 3D models, isometrics
  • Critical deliverables to unlock procurement & construction
  • Model review cycles (30%, 60%, 90%)

Procurement Phase

  1. MTO
  2. RFQ
  3. TBE/PBE
  4. PO
  5. Manufacturing
  6. FAT
  7. Delivery

Construction Phase

  • Civil → Structural → Mechanical → Piping → E&I
  • Piping is usually on the critical path
  • Test packs, welding inch-dia, NDT cycles

Commissioning

  • System/subsystem breakdown
  • Pre-commissioning checks
  • Loop checks, MC → Commissioning → Start-up

Module 2 — WBS Development

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Module 3 — Engineering Planning

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Module 4 — Procurement Planning

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Module 5 — Construction Planning

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Module 6 — Piping & Hydrotest Planning

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Module 7 — Commissioning

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Module 8 — Cost Control

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Module 9 — Risk Management

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Module 10 — Reporting

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Module 11 — Primavera

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Module 12 — Final Internship Deliverables

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© 2026 EDGE Project Controls Academy — AIPPC Internship Program
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