Some business intelligence (BI) is needed to pack the wealth of information produced by CP in FEED & FEM phases into concise and convincing technical and commercial offers. CP offers Project Offer Compiler (POC) interface, which allows the designer to reshuffle, select, and modify the "chunks" of data auto-generated by CP. These chunks cover all the project parts and phases.
The auto-generated technical offer features the following critical points usually not given to the client.
- Materials-fluids compatibility matrix
- Instrumentation and piping metrics
- Purchased equipment documentation submittals and schedule
- Contractor documentation submittals packages and schedule
- Plant reliability data
- Plant spare items & spare parts lists
- Plant noise pollution
The technical offer attachments include the general requirements specifications, the equipment & instrumentation datasheets defining the scope of procurement, the project completion certificates and forms, the instrument wiring diagrams and many others.
The auto-generated commercial offer includes the following additional information.
- L1-type Gantt chart for main activity groups
- Price breakdown between project areas
- Payments schedule and due dates
- Cancellation charges
Storing the project data separately from the project schematics raises the question of how to recompile these data groups again into the project submittals – files in image, word, excel formats.
By default, CP allows to print out P&ID and Project Layout with all information conventionally attached to these schematics: item tags, the schematics logo and status (“for information” or higher one), notes, and the scaled down layout with P&ID location. Printing preferences may exclude some types of tags, change the tag structure, change information of the logo, add a mark to the items with specific attributes, etc.
Traditionally P&ID diagrams are supplemented with four datasheets - Equipment list, Piping index, Instrumentation index, I/O index & Power Consumers list. They form the second source of information, the equipment specification datasheets being the third.
As CP maintains all the data in the same location, the data reporting becomes much more flexible. On request CP instantly generates over 50 report types in Excel & HTML formats containing P&ID items filtered and sorted according to the designer preferences and by the project area, P&ID, the P&ID area, the equipment class or a single attribute.
For each equipment piece and instrument CP auto-generates a set of datasheets.
- The specification datasheet for procurement
- Barcode and nameplate
- The instrument assembly auditing datasheet
- The motor assembly auditing datasheet
- The instrument & power cable auditing datasheet
- The instrument calibration certificate
- The pressure test certificate
- The functional test certificate (under development)
- The control SAT certificate (alarms and interlocks test)
- Instrument wiring diagram
Except for the first, all other datasheets are part of the project completions and commissioning management. Besides typical data, they contain excerpts from P&ID and the plant layout showing location of the item in question.
The pressure and functional tests scope shall be defined before starting detail design phase as they may additionally require installation of blinds on piping and vessels, provision of the overflow capacities and isolation valves. All these items shall be shown on P&ID.
Preparation of all these datasheets is very time-consuming. For example, the procedure for the pressure or functional test for component and system levels shall at minimum include the following.
- the scope description of instruments engaged in the test
- the valve and blind positions (open or closed) during the test
- the data acquisition details
- the acceptance criteria
If inspections and tests are outsourced to experienced subcontractors, such datasheets become part of the purchase order.
At present Data Mining (DM) as part of CP is at the early stage of development, it includes inference of good engineering practice rules and ranking products and vendors. The DM scope is decisions made by designers.
In a nutshell, the first step of DM is to train CP to good design practices by loading in it perfectly designed plant. DM analyzes the plant and finds associations that are repeatedly applied and, therefore, highly probable in the future plant. For instance, DM shall immediately identify that the super-duplex steels be used for seawater and brine. In the next plant CP will apply the above-mentioned associations – practically gained knowledge - for the P&ID auditing. In real life both processes – training and auditing – are perpetual and concurrent. Examples of DM are material usage and compatibility chart for different fluids and pressures, specific equipment frequency selection metrics, the preferred bidders list, etc. DM feeds the company “know-how” repository (which cannot be broken by competitors).
The project current status is reflected in the outstanding issues report, the working hours report, the P&ID statuses and others.