Plan activities

Open Plans to plan and schedule activities and collaborate with coworkers. Open Activities to see all activities in your location. You can filter the list to find activities relevant to your plan.

Step 1. Create a plan

Create a plan with a list of activities to be performed during an event, such as a campaign. You can find all plans under the Plans tab and recently created and viewed plans on the home page.

1. Select Plan > + Create new plan.
2. Name your plan and select attributes. You can create an empty plan and add activities later or use other attributes to filter on activities you want to include in the plan.
3. Select Preview to view all the activities to be added to your plan, and select Apply to create the plan.

Step 2. Review your plan

Open Plan analysis to assess your plan, then identify possible conflicts and necessary actions by viewing your plan through multiple lenses.

Analyze your plan

Plan analysis shows the plan breakdown for activity attributes such as job type, material status, long lead items, vendors' requirements, hot work, and lifting operations. You can also see the status of work preparations, such as permits and work package documents.

Identify conflicts and improvements

Catch opportunities and avoid conflicts using the lenses:

• Canvas : View all documents related to your plan, such as engineering diagrams (P&IDs) and plot plans. Select a P&ID to see all the activities in a plan overlaid on the engineering diagram. You can also annotate the diagram with text, color, and lines to create isolation plans to support your plan optimization. Add comments to collaborate with co-workers or operations on, for example, isolation plans.

• 3D: Add spatial context to see how activities and risks are placed in relation to each other. Zoom into the equipment to understand access, check the surroundings, investigate if you need more equipment, and locate other nearby activities.

Discover opportunities

Use Compare to identify opportunities. You can view and add activities outside of your plan or include them as a reference while scoping your work.

1. Select Compare > Activities not in my plan to find activities you want to add to your plan. The activities inside and outside the plan have different color codes in the lenses.
2. Optional. Filter activities to narrow down the search.
3. Select the activities you want to add to your plan.

tips

It can be helpful to compare the activities that occur in the same time frame, in the same location, with the same job type, etc.

Use Group to analyze your campaign or shutdown in multiple ways, for example, by platform, deck level, grid level, and job type.

• You can configure, rearrange, and add new activity attributes to the Group list.
• The table view shows the result of your grouping. You can interact with and rearrange the grouped activities.

Use Plan analysis to view how your plan is impacted as you add or remove activities; if you are overloaded or underloaded. If you are overloaded, remove an activity to see how it impacts the plan. You can also sort by order type, OLAFD date, and total hours.

Use Budget and hourly optimization to create a baseline for comparison: POB, duration, non-productive hour %, and shift duration.

tips

Create Layouts to save your preferred filters, grouping, and plan analysis.

Step 3. Create visibility on the schedule

Maintain connects scheduling data from several source systems to create visibility around one schedule. You can comment and collaborate on the schedule with your co-workers in Maintain. Schedule editing requires additional configuration if this isn't turned on in your environment.

The Gantt chart shows the activities on a timeline to identify the best sequence of activities. It's supported by color-coding that shows the material status and the trades.

• Open the Gantt chart to sequence and schedule activities.
• Add comments to collaborate with your co-workers.

Step 4. Export contextualized documents

Maintain automatically maps activities to functional locations on documents such as P&IDs and plot plans. This mapping can be exported to PDF files to share your plan with colleagues and vendors.

• Next to Add activity, select More options (⋮) > Export PDF to download the P&IDs (with markup, colors, and isolation boundaries), with notes and activities in the plan, and share them with colleagues, vendors, and contractors.

• You can export the activities list and Gantt chart to PDF. The Excel export is only for the table view.

• Depending on the filter you use to view your activities, Documents lets you search for documents and tags available in that filter view that you can download as a PDF.

Tip

Switch between lenses and tools to optimize your plan.