SCADA Project Execution Plan Overview
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ScribdTranslationsSCADA Project Execution Plan Overview
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ScribdTranslationsThe Role of a Project Execution Plan in the SCADA Project
Management Process
Project management processes are a foundational element of SCADA system implementation.
Approaching SCADA system development and implementation with a work process leads to on-
time, on-budget project completions, whether small field or large scale implementations.
The first step in any project management process should be defining the scope of work.
Accurate scope of work sets the stage for realistic planning through the remainder of the project.
Most importantly, it leads to appropriate identification of resources, assignment of work tasks.
and a detailed scope of supply for materials. These allow for proper budgeting, and the creation
of a realistic timeline and schedule.
Projects can be executed simultaneously on three fronts: Communication, SCADA Integration
and Field Instrumentation. Each has its own scope of work.
Communication–System design and build-out of a LAN/WAN for data communication with
options for local operation communications support.
SCADA Integration–Selection and specification of the SCADA system based on client
company standards and local operational requirements. Data management integration will
define the data landscape and data flow from the wells to the distributed databases.
Field Instrumentation–The design and equipment selection and installation of current
technology RTU/PLC equipment, and the interface with end devices. Control and
Instrumentation engineering will define the standards for transmitters and sensors for ongoing
operations based on client preferences.
GlobaLogix has been involved in a number of successful large scale SCADA projects for a
diverse range of clients, including mid-sized independents, mid-stream gathering companies,
regulated pipelines, majors and international producers. The following diagram illustrates our
Project Execution Plan.
13831 Northwest Freeway, Suite 600, Houston, Texas 77040 USA987-7630
GlobaLogix’ Scope of Work & Project Management Roles
GlobaLogix provides a full-time, consistent and dedicated Project Management Team to support
your Project Team. The following diagram represents our team structure.
Communications SCADA Team Field Instrumentation
The size of this team structure would depend on the size of the field and the scope of the
SCADA system.
13831 Northwest Freeway, Suite 600, Houston, Texas 77040 USA987-7630 | [Link]
Scope of Work–Project Task Category List
We assign the below task categories to each project:
1. Project Management
a. Project Administration
i. Maintenance of MS Project
ii. Job Tickets and Man Hour reporting
b. Inventory Management on field instruments and communication hardware
Purchase Order Creation from BOM
ii. Material Order Tracking/Expediting
iii. Material Receiving & Check in
Vendor Invoice approval
c. Documentation Status Tracking
i. Approval Document Tracking
ii. Scheduling of Training Material
d. Purchasing Support
i. Material Specification & Definition
ii. Vendor Interface for Project
e. Project Expenses Tracking & Reporting
2. Communications Infrastructure–Land-line, Wireless (Ethernet & Serial) and Satellite
a. Project Management
b. Application and Specification of Equipment
c. System Engineering & Design
d. Satellite Specification
e. Path Studies
Tower Engineering & Design
g. Vendor Interface
h. Purchasing
i. FAT
i. FAT Design
ii. FAT Execution
j. Installation Supervision
k. Commissioning
l. Documentation
i. Drawings
ii. Bill of Materials
iii. Equipment Configuration
iv. Training
13831 Northwest Freeway, Suite 600, Houston, Texas 77040 USA987-7630 | [Link]
3. Data Systems
a. Project Management
b. SCADA Vendor Interface
i. SCADA package definition
ii. Driver definition
iii. Database
iv. Purchase order coordination
c. Software Programming Management
d. Design Network Server Infrastructure
i. Hardware specification
ii. Hardware purchasing coordination
iii. Tag Management
iv. Operation Interface
v. Driver Definitions
vi. Documentation (for approval)
e. Server Configuration
i. Primary Location
Disaster Recovery (DR) Location
f. SCADA Configuration
i. Develop SCADA Tag information
ii. Develop HMIs
iii. Develop Web SCADA
g. PI Configuration
i. Import Tag Implementation
ii. Develop ProcessBook HMIs
h. Implementation
i. Primary Location
1. Install Servers
2. Install Thin Client
3. Install PI ProcessBook Clients
ii. DR Location
1. Install Racks/Servers
2. Install Thin Clients
3. Install PI Clients
Testing/Cut Over–Migration
i. Primary Location
1. Test Server Configuration
2. Test Server Operation/Fail Over
3. Test Communications with End Devices
4. Test SCADA HMIs
5. Test ProcessBook HMIs
6. Test Web Interfaces
7. Test Alarming/Call out
ii. DR Location
1. Test Server Configuration
2. Test Server Operation/Fail Over
3. Test Communications with End Devices
4. Test SCADA HMIs
13831 Northwest Freeway, Suite 600, Houston, Texas 77040 USA987-7630 | [Link]
5. Test ProcessBook HMIs
6. Test Web Interfaces
7. Test Alarming/Call out
j. Training
i. SCADA system management
ii. Thin Client Software
iii. PI Server Management
iv. ProcessBook Client Software
v. Web HMI
vi. Overall Administration
4. Field Instrumentation–RTU/PLC
a. Project Management
i. Oversight and supervision of craft labor crews
Civil contractors
2. Electrical contractors
b. Design and Engineering
i. Electrical Schematics
1. Engineering & Design
2. I/O definition
ii. Panel Engineering & Design
PLC panel design
iii. Panel fabrication and assembly
c. RTU/PLC programming
i. Application Configuration & Programming in Native Language
ii. Testing
d. Power
i. Engineering and Design for local power equipment
Solar
2. Battery
3. AC
e. Purchasing
i. Hardware Definition & Specification
ii. Vendor Interface
iii. Purchase Order writing & coordination
f. Factory Acceptance Testing (FAT)
i. FAT at Panel shop
g. Site Installation
i. Cable or Wireless Installation
ii. EFM installation
iii. End Devices & Sensor installation
iv. RTU/PLC panel installation
v. Power installation
h. Commissioning
i. Training
j. Documentation
i. As Built
13831 Northwest Freeway, Suite 600, Houston, Texas 77040 USA987-7630 | [Link]
Engineering & Design Documentation
GlobaLogix will typically provide the following design package marked 'for approval':
Typical examples of proposed P & IDs
Typical examples of proposed Plot Plans (or redlined existing Plot Plans if available).
I/O List–MS Excel Format
Electrical Schematic–AutoCad Format
Panel Drawing (RTU/PLC Panel) - AutoCad Format
Control & Communication Structure Drawing - AutoCad Format
Bill of Materials–Communications - MS Excel Format
Bill of Materials–Field Instrumentation - MS Excel Format
FAT Document Package
Procedure Description–MS Word
Sign off check list - MS Excel Format
GlobaLogix will provide the following design package marked 'for construction' for
each location:
Redlined current 'as Built' P & ID
Redlined Plot Plan Drawing
I/O List–MS Excel Format
Electrical Schematic–AutoCad Format
Panel Drawing (PLC/RTU Panel) - AutoCad Format
Control & Communication Structure Drawing - AutoCad Format
Bill of Materials–Communications - MS Excel Format
Bill of Materials–Field Instrumentation - MS Excel Format
FAT Document Package
Procedure Description–MS Word
oSign off check list - MS Excel Format
GlobaLogix will provide the following design 'As Built' package for each location:
Redline 'as Built' P & ID
Redline Plot Plan Drawing
Final I/O List–MS Excel Format
"As Built" Electrical Schematic –AutoCad Format
"As Built" Panel Drawing (PLC/RTU Panel)- AutoCad Format
"As Built" Control & Communication Structure Drawing- AutoCad Format
"As Built" Bill of Materials – Communications - MS Excel Format
"As Built" Bill of Materials –Field Instrumentation - MS Excel Format
Training Manual & Process–MS Word
Maintenance Support Documentation on all Hardware
13831 Northwest Freeway, Suite 600, Houston, Texas 77040 USA987-7630
Training Material
The documentation we provide following the completion of a SCADA system implementation
includes a “users’ handbook”. The handbook facilitates successful ongoing administration of
the system and instructs the system operators and the casual user (i.e.: managers) on how to
navigate the system, address alarms and add new components.
Our training material package for the communication equipment includes:
User Instructions
Configuration programming instructions
Path Studies for network
Our complete training material package for RTUs and PLCs includes:
User Instructions
Commented Code
Normal Maintenance Guidance
EFM Test Configuration & Calibration Instructions
Our training package for the SCADA system includes:
User Instructions
System Navigation Map (a quick glance guide to getting around the system)
Development Documentation
Maintenance Guidance
GlobaLogix is a Houston-based oilfield services company that helps oil and gas companies
achieve greater efficiency, productivity and accuracy in their oilfield operations by providing
access not just to data, but to the right information at the right time.
For more information, [Link].
13831 Northwest Freeway, Suite 600, Houston, Texas 77040 USA987-7630
Common questions
Powered by AIIn designing and specifying SCADA data systems, considerations should include hardware specifications, software programming management, network server infrastructure, SCADA configuration (including tag information and HMIs), and PI configuration for data processing and visualization. It’s also important to plan for disaster recovery, ensuring data availability and system resilience under adverse conditions .
Defining the scope of work is essential as it sets the stage for realistic planning throughout the project, enabling the proper identification of resources, assignment of work tasks, and detailed scope of supply for materials. This process allows for accurate budgeting and the creation of a realistic timeline, which is crucial for on-time, on-budget project completion .
Vendor interface management is crucial in the procurement of SCADA equipment as it ensures that all necessary materials meet project specifications and standards. Effective communication with vendors facilitates material specification, order tracking, and delivery coordination, which are vital for maintaining the project timeline and budget. Additionally, it helps prevent issues related to quality or compatibility of components .
The integration of communication infrastructure impacts SCADA project success by facilitating reliable data exchange across the system, enabling real-time monitoring and control. Effective communication system design, including options for LAN/WAN build-out and satellite specifications, ensures robust data flows and connectivity, critical for the overall functionality and performance of the SCADA system .
Documentation in the SCADA integration process is significant because it provides a detailed and organized record of system configurations, materials, and procedures. This ensures that all aspects of the system design and implementation are clearly communicated and understood by all stakeholders. Moreover, comprehensive documentation supports training and maintenance activities, facilitating ongoing system administration and future upgrades .
A dedicated project management team plays a critical role by providing consistent oversight and support throughout the SCADA system implementation. This team is responsible for maintaining project administration, managing inventory, tracking documentation status, and controlling project expenses. Their involvement ensures that all aspects of the project are managed effectively, leading to successful and efficient project delivery .
The Project Execution Plan aids in managing simultaneous SCADA project tasks by clearly defining the separate scopes of work for communication, SCADA integration, and field instrumentation. It enables the coordination and execution of parallel project tracks, ensuring that each area such as LAN/WAN build-out, SCADA system specification, and RTU/PLC equipment installation are managed efficiently and in alignment with the overall project objectives .
Testing and commissioning phases are crucial for ensuring the reliability and performance of SCADA systems. These phases involve rigorous checks, including testing server configurations, failover operations, communications with end devices, SCADA HMIs, and web interfaces. The process confirms that the system operates as intended, identifies potential issues before full deployment, and verifies that all components work together seamlessly to meet operational requirements .
GlobaLogix supports SCADA system implementation through comprehensive training programs that provide users with instructions for system navigation, configuration programming, and maintenance. This includes training on RTUs/PLCs, communication equipment, and the SCADA system itself, ensuring that both operators and managers are equipped to manage the system efficiently and respond to alarms effectively .
Challenges associated with field instrumentation in SCADA projects include ensuring equipment compatibility, handling site-specific limitations, and managing installation logistics. These challenges can be addressed by thorough upfront planning, including detailed design and engineering of electrical schematics, robust RTU/PLC programming, and careful site-specific engineering. Additionally, deploying well-coordinated project management and skilled labor ensures these challenges are mitigated effectively .