Intergraph Smart® Materials Training Stream 10.2 - Intergraph Smart Materials - 10.2 - Training - Hexagon PPM

Smart Materials Training Stream 10.2

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English (United States)
Product
Intergraph Smart Materials
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Smart Materials/Smart Reference Data Version
10.2

Intergraph Smart® Materials is an integrated solution for life-cycle management of materials, supply chain, and contract/subcontracts. It provides:

  • A common collaboration platform and project workbench for all supply chain partners.

  • A solution to lower project costs, compress schedules, and improve risk management.

  • Cost estimation through the supply chain to on-site management and more.

  • Seamless integration between BOM, Requisition, Expediting, Inspection & Logistics, and on-site management of materials

Smart Materials helps EPCs to effectively perform all the tasks related to material management. It also helps them to manage contracts or subcontracts effectively throughout the entire project life cycle.

Materials Management

Gather engineering
requirements (quantification)

View the associated roles and business goals

  1. As a designer

    • I need to generate the BOM for construction, electrical, and HVAC equipment.

    • I need to generate the BOM for instrumentation.

    • I need to generate the BOM for piping.

    • I need to generate the BOM for structural materials.

    • I need to generate the BOM for civil and architectural materials.

  2. As a discipline lead

    • I need to define the work breakdown structure (WBS) per discipline.

    • I need to check if BOM data is available for the materials or need to create one manually.

    • I need to manage and analyze the changes in BOM data and create a material Requisition.

    • I need to complete and validate the requisition for the project prior to submitting for approval or releasing to procurement. This includes:

      1. 1. assigning documents

      2. 2. assigning VDRs

      3. 3. assigning budget

      4. 4. defining ROS dates

      5. 5. consolidating project control information

      6. 6. printing

    • I need to revise the requisition for the project and then need to go for MTO.

  3. As a project stakeholder,

    • I need to define the logic behind a requisition structure.

    • I might review and approve the requisition.

  4. As a project controls engineer,

    • I need to plan the requisition long-lead items, as decided by the project team.

    • I need to manage and report on the progress and status of the materials and services.

    • I need to inform about the changes to Discipline leads.

  5. As a member of the procurement team,

    • I need to procure the necessary materials.

View the recommended learning path based on your goal

Sourcing strategy and
purchasing

View the associated roles and business goals

  1. As a procurement manager,

    • I need to manage the supplier and contractor information so that our company will have up-to-date information on them to support sourcing for our material requirement and work.

    • I need to decide if the requisition should use an inquiry process which would be based on the project procurement strategy or execution plan.

  2. As a discipline lead,

    • I need to release the requisition to the procurement so that the purchasing process can begin.

    • I need to perform technical evaluation of the bids.

  3. As a buyer,

    • I need to create or revise the inquiry for the material. This involves selecting bidders, adding information such as bidding instructions, terms and conditions, shipping instructions, and so forth, and issuing the inquiry.

    • I need to finalize the commercial evaluation of the bids so that the optimum selection is made to support the overall project objectives.

  4. As a project stakeholder,

    • I need to approve the inquiry.

    • I need to approve the bid tabulation.

    • I need to approve and issue the agreement.

  5. As a supplier,

    • I need to issue a bid (offer a quote, offer a tender, etc.).

  6. As a project planner,

    • I need to manage and report on the progress and status of the materials and services to the team.

View the recommended learning path based on your goal

Post agreement activities

View the associated roles and business goals

  1. As a project stakeholder,

    • I need to approve and issue the agreement.

  2. As a project procurement manager,

    • I need to define and verify the material control strategy for the agreement.

  3. As an expediter,

    • I need to start issuing requests for information from the supplier. For example, manufacturing plan, quality control plan, VDRs, and so forth.

    • I need to initiate inspection activities, if required by the defined strategy.

    • I need to initiate shipping activities, if required by the defined strategy.

    • I need to receive notification when the materials have been inspected, shipped, and received. If issues were encountered in any of those steps, I will follow-up and resolve them in coordination with the rest of the project team and the supplier.

  4. As a supplier,

    • I need to deliver information as requested by the expediter.

  5. As an inspector,

    • I will inspect materials, as necessary, and sign relevant certificates. If the material does not pass inspection, I will issue a nonconformance report and instigate further actions.

  6. As a logistics coordinator,

    • I need to perform shipping preparations.

  7. As a freight forwarder,

    • I need to ship the materials.

  8. As a material receiver,

    • I need to receive the materials. If the materials have not been received in good order, I will initiate an over/short/damage process.

  9. As a project planner,

    • I need to manage and report on the progress and status of the materials and services.

View the recommended learning path based on your goal

Control site (check constructability)

View the associated roles and business goals

  1. As a construction planner,

    • I need to define the material work packages and their priorities.

    • I need to simulate materials availability for allocation, adjusting the priorities and the material as necessary and interacting with the material controls team to expedite material availability.

    • I need to allocate the required materials.

  2. As a member of the material controls team/Warehouse Manager,

    • I will provide the status of materials.

    • I manage the inventory of the stored materials and responsible for all transactions related to materials in the warehouse.

    • I need to transfer and issue the required materials.

  3. As a material receiver,

    • I need to receive the materials. If the materials have not been received in good order, I will initiate an over/short/damage process.

  4. As a member of the subcontractor/crew,

    • I will receive the material and fabricate and/or install materials.

View the recommended learning path based on your goal

Contract Management

Develop contracts
(pre-award)

View the associated roles and business goals

  1. As a project controls engineer/Project Manager

    • I need to provide the subcontracting package planning and budgetary information to the subcontracting engineer.

    • I need to analyze and verify that the budgetary and planning criteria of the contract in accordance with the overall project objectives.

  2. As a member of the QA/QC department,

    • I need to provide the subcontracting package quality assurance/quality control information to the subcontracting engineer.

  3. As a subcontracting engineer,

    • I need to initiate the subcontracting package so that I can send out the invitation to tender (ITT) to the selected subcontractors for that specific package.

    • I need to complete the ITT package and present it to the project stakeholders and management for review and approval.

    • I need to issue the approved ITT package to the selected subcontractors.

    • I need to receive and evaluate all tenders received from the subcontractors.

    • I need to create and finalize the contract that resulted from the evaluation as mentioned in step 9.

  4. As a project stakeholder,

    • I need to review and approve the ITT package as presented to me by the subcontracting engineer.

    • I need to review and approve the contract as presented to me by the subcontracting engineer.

  5. As a subcontracting manager,

    • I need to review and approve the ITT package as presented to me by the subcontracting engineer.

    • I need to review and approve the contract as presented to me by the subcontracting engineer.

  6. As a subcontractor,

    • I need to receive, review, and provide the tender as requested by the subcontracting engineer or reject to provide a tender on the package.

    • I need to receive and acknowledge the contract awarded to me.

View the recommended learning path based on your goal

Execute contracts
(post award)

View the associated roles and business goals

  1. As a subcontractor,

    • I need to mobilize the crew and/or the equipment per the contract schedule.

    • I need to receive and resolve any issue brought forward to me by the subcontracting site administrator in relation to the subcontract.

    • I need to execute the tasks resulting from the contract.

    • I will issue a progress claim against work performed as agreed in the subcontract details and schedule. This progress claim might be based on the schedule, items delivered, or agreed payment terms.

    • I need to issue the invoice in accordance with the agreed progress.

    • I might initiate or review a potential change order (PCO) and/or change order request (COR) that could result from changes such as planning changes, process changes, quality assurance/quality control changes, and so forth.

    • I need to acknowledge the change order (CO) as issued to me by the subcontracting manager.

  2. As a subcontracting engineer,

    • I need to ensure that the contract package is correctly handed over to the subcontracting site administrator.

  3. As a subcontracting site administrator,

    • I need to receive the contract package and initiate the administration of all site/fabrication activities as resulting from the contract.

    • I need to manage all ongoing contract issues resulting from the work performed or services provided by the subcontractor. Any issue found in this execution will be brought to the attention of the subcontractor for resolution.

    • I need to verify the progress claim as received from the subcontractor.

    • I need to determine if the progress claim is accepted.

    • I need to approve the accepted progress claim and forward it for further handling to the subcontracting manager.

    • I might initiate or review a potential change order (PCO) and/or change order request (COR) that could result from changes such as planning changes, process changes, quality assurance/quality control changes, and so forth.

    • I need to complete and issue the change order (CO) package as per the project subcontracting execution plan and local/international rules and regulations.

    • I need to receive, acknowledge, and update the contracting system in accordance with the information received from the subcontractor.

  4. As a member of the QA/QC department,

    • I need to initiate actions to prevent or resolve any quality or safety issue that might be found in the daily execution of the contract. In case an immediate action is required from the subcontractor, I will issue a notice to comply (NTC).

  5. As a subcontracting manager,

    • I need to accept and approve the progress claim as brought forward to me by the subcontracting site administrator.

    • I need to issue the change order (CO) package to the subcontractor.

  6. As a project stakeholder,

    • I need to approve the invoice received from the subcontractor and initiate the release of payment.

    • I need to approve the change order (CO) package as presented to me by the subcontracting team.

  7. As a project controls engineer,

    • I need to verify any raised potential change order (PCO) or change order request (COR) for compliance with both the schedule and the budget constraints.

View the recommended learning path based on your goal

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10.2
Published Tuesday, August 24, 2021 at 3:00 AM