Integrating Engineering Design MDR and SDR with CPM Schedule in Oracle Primavera

Introduction

In EPC projects, the Engineering Design Master Deliverable Register (MDR) tracks engineering deliverables in Excel, while the CPM schedule in Oracle Primavera manages sequencing and timelines. Integrating these with the Level 4 Rule of Credit in Excel and the Progress Measurement System (PMS) ensures accurate progress tracking. Aligning the Supplier Document Register (SDR) with the MDR further streamlines document control and enhances efficiency.

MDR is owned by the Document Controller but shared with the Project Planning and Control Manager for input and use. Since both OEMs and the Engineering team produce documents, distinguishing between them ensures proper tracking. Maintaining version control and allowing for updates ensures adaptability and compliance with project needs.

Step-by-Step Integration Process

1. Categorize Engineering Deliverables

• Classify MDR deliverables by discipline, phase, and priority (e.g., Civil, Electrical, Mechanical, etc.).
• Identify Supplier Document Register (SDR) items separately to distinguish OEM-provided documents from in-house engineering deliverables.

2. Structure the MDR and SDR for Integration

• Ensure MDR and SDR are updated with document versions, status, and due dates.
• Standardize document numbering for consistency across systems.
• Coordinate with Document Control to align document releases with scheduling needs.

3. Develop Level 4 Rule of Credit (RoC) in Excel

• Assign weightages to deliverables based on importance and completion stage (e.g., 30% Draft, 70% IFC, 100% Approved).
• Ensure alignment with the Work Breakdown Structure (WBS) in Primavera.

4. Update the CPM Schedule in Oracle Primavera

• Import MDR/SDR milestone dates into Primavera.
• Align Level 3 Schedule with the Level 4 RoC for accurate progress tracking.
• Define dependencies between engineering deliverables, procurement, and construction phases.

5. Progress Measurement System (PMS) Implementation

• Manually update PMS in Excel based on document progress and approvals.
• Extract planned man-hour-based progress from Primavera and compare with actual progress.
• Generate an S-Curve for forecasting and progress reporting.

6. Integrate Primavera Data with Excel Reports

• Export planned and forecast progress from Primavera.
• Compare against actual progress in PMS.
• Use Excel dashboards to visualize deviations, bottlenecks, and schedule risks.

7. Maintain Live Updates & Version Control

• Treat MDR and SDR as live documents to accommodate changes.
• Ensure new documents are incorporated with revised versions and approvals.
• Keep stakeholders informed with periodic updates and alignment meetings.

?Benefits of Integration

? Accurate and transparent progress tracking.

? Predictable engineering deliverable timelines.

? Seamless synchronization between Excel-based tracking and Primavera scheduling.

? Improved alignment of design phases with procurement and construction.

? Increased stakeholder confidence through real-time reporting.

? Effective version control for ongoing project changes.

? Clear differentiation of OEM vs. internal deliverables.

? Proactive tracking of supplier document delivery to mitigate schedule risks.

? Enhanced project efficiency through structured document control.

Conclusion

Integrating the Engineering Design MDR and SDR with a CPM schedule in Oracle Primavera ensures systematic tracking and alignment of engineering deliverables with project timelines. This structured approach enhances forecasting, decision-making, and execution control. By maintaining regular updates and leveraging data exchange between Excel and Primavera, project teams can optimize performance and minimize delays. Treating MDR and SDR as live documents allows real-time updates, ensuring compliance with evolving project and vendor requirements.

What challenges have you faced in integrating Engineering Design MDRs and Supplier Document Registers into project schedules? Let’s discuss in the comments!

Kind Regards,

Engr. George Nwogu,

COO, BIZVILLE PROJECT MANAGEMENT Limited

Senior Contract Project Manager

#ProjectManagement #EngineeringDesign #Primavera #CPMScheduling #Engineering #Construction #ExcelIntegration #GeorgeNWOGU #Nigeria #BIZVILLEPM ????

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