Project Management

Project Management: A Technician's Guide, 2nd Edition Books on project management typically focus on the theory of project management and the role of the project manager or project engineer. None address managing an automation project where the focus is operational technology. This text explores project management from a technician’s perspective. In addition, the second edition addresses changes to managing automation projects due to the COVID-19 pandemic, team diversity, project teams working remotely, and changes in regulations and standards. Subjects include documentation requirements, communication requirements, planning and resource coordination, monitoring and control, administration, and closeout. These subjects are covered in domains six (project organization) and seven (administration) of the ISA Certified Control Systems Technician (CCST) exam. As a bonus, the final chapter follows CCSTs through six automation projects. The book is a must-read for technicians preparing for this exam and those who manage technicians during automation projects.

Dedication vii Acknowledgments ix Contributors xi About the Author xvii Preface xix Chapter 1 Project Management Overview 1 Chapter 2 Project Documentation Requirements 5 2.1 ​Site Procedures 6 2.2 ​Safety and Procedures 6 2.3 Physical Security Procedures 15 2.4 Cybersecurity 16 2.5 Project Engineering Documentation 17 2.6 Documentation Location and Media Types 19 Chapter 3 Communication Requirements 25 3.1 Communication Plan 26 3.2 Communication Techniques 32 3.3 Other Communication Concerns 34 Chapter 4 Project Planning and Resource Coordination 39 4.1 Basic Duties of Other Disciplines 40 4.2 Project Lifecycle 42 4.3 Task Assignments 45 4.4 Overall Project Coordination 45 4.5 Individual Responsibilities 46 4.6 Supervision 47 4.7 Time Management 47 Chapter 5 Project Monitoring and Control 51 5.1 Monitoring Methods 52 5.2 Controls 52 5.3 Change Management 53 5.4 Reporting 55 Chapter 6 Project Administration 57 6.1 Document Management 58 6.2 Document Organization 59 6.3 Communication 62 6.4 Equipment and Personnel Records 62 6.5 Print Management 62 6.6 Archiving Project Records 65 Chapter 7 Project Closeout 69 7.1 Termination 70 7.2 Transfer of Ownership 70 7.3 Lessons Learned Session 74 7.4 Project Closeout Report 75 Chapter 8 Automation Projects 79 8.1 Power Plant Controls Upgrade 79 8.2 Oil and Gas Engineering, Procurement, and Construction Projects 88 8.3 Water Treatment Plant Projects 91 8.4 Specialty Chemical Plant Project 93 8.5 Dairy Processing Plant PLC Upgrade Project 103 8.6 Pharmaceutical EPC Instrumentation Project 108 Summary 110 Recommended Reading 111 Appendix A: Answers to Review Questions 113 Appendix B: Color Images 123 Abbreviations 129 Bibliography 133 Index 135 Notes 139