Mechanical + I&E · Oil, gas & petrochemical
Plan PM work that's ready before it hits the schedule.
Practical training and templates for maintenance planners and schedulers. Build task lists, maintenance plans, work orders and weekly schedules in SAP Plant Maintenance, the way they work in a plant.
Free. One practical planning tip a week. Unsubscribe anytime.
Sound familiar?
- The PM order came out of the system, but the parts weren't there.
- The task list says "inspect as required" and nobody knows what that means.
- The weekly schedule was full on Thursday and gone by Monday's break-ins.
- I&E and Mechanical showed up on the same job in the wrong order.
- PM compliance looks fine on paper, but the work in the field tells a different story.
None of that is a craft problem. It's a planning problem, and you can learn to plan it out.
The PM cycle
From notification to close-out, the way it really works in a plant
- 01NotificationNotifications and Work Orders
- 02PlanningMaintenance Strategy and Task List · Maintenance Plans · Materials and Reservations · Permits, Isolation and Lockout/Tagout (LOTO)
- 03SchedulingScheduling and Call-Offs · Capacity and the Weekly Schedule
- 04ExecutionExecution, Confirmation, Technical Completion (TECO) and History
- 05Close-outBacklog and KPIs (Key Performance Indicators)
Job planning that holds up
Scope, labor, materials, special tools and walkdowns.
Master data you can rely on
Functional locations, equipment, BOMs, task lists and maintenance plans.
Maintenance plans that fire on time
Strategies, packages, single-cycle and performance-based plans, call horizons.
Mechanical PM
Pumps, compressors, turbines, exchangers, valves.
I&E PM
Transmitter calibration, control valves, analyzers, SIS proof testing, MCCs, switchgear, UPS.
Scheduling
Weekly schedules, schedule freeze, break-ins and multi-craft coordination.
Backlog and KPIs
Ready backlog, PM compliance, schedule compliance and planned work.
Turnarounds
Scope freeze, work lists, pre-turnaround materials and contractor planning.
Steps + transactions
Every step lists the transaction you'll use
Lessons put the planning work and the matching transaction codes side by side, with sources, so you can follow along in your own system. Ctrl K
Open the transaction referencePlanning software
Microsoft Project and Primavera P6, coming next
Sub-courses on the scheduling tools planners use for turnarounds and capital work.
Practitioner-led. Plant-specific. Plainly explained.
Taught by people who've done it
[Founder experience line: owner to supply]
Mechanical and I&E, side by side
Most training treats PM as one thing. In a plant it isn't.
Templates for your own jobs
Each module is planned to include a template, a quiz and a real-world scenario.
Generic, made-up examples
No employer or client data, ever. Just realistic plant scenarios you'll recognize.
Built for: Maintenance plannersSchedulersReliability engineersSupervisors and craft leadsPlants and contractors
Free: the I&E + Mechanical PM Work Order Planning Checklist
The questions to answer before a PM work order goes on the schedule. Each step lists its transactions and sources.