Practice 000.000.

0072
Date 11Aug2016
Page 1 of 8

ACTIVITY PLAN PREPARATION

TABLE OF CONTENTS

1.0 PURPOSE ....................................................................................................................................................... 2

2.0 APPLICATION ................................................................................................................................................. 2

3.0 INTERFACING DISCIPLINES ......................................................................................................................... 2

4.0 DEFINITIONS .................................................................................................................................................. 2

5.0 REQUIREMENTS ............................................................................................................................................ 2

6.0 EXECUTION OF REQUIREMENTS ................................................................................................................ 3

7.0 RESOURCES .................................................................................................................................................. 7

8.0 REFERENCES ................................................................................................................................................ 8

9.0 ATTACHMENTS, ADDENDA ......................................................................................................................... 8

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Page 2 of 8

ACTIVITY PLAN PREPARATION

1.0 PURPOSE

This Practice provides instructions to Project Leads for creating project-specific activity plans from their
Discipline Master Activity Plan (DMAP) in accordance with OSR requirements. It will assure a consistent
format, content and approval of all project-developed activity plans, providing a uniform approach across all
projects.
The Activity Plan (AP) is intended to provide direction to all team members with regards to the deliverables
to be provided, their related checking levels/methods and approvals. A clear reference is made to Fluor's
established work practices. The Activity Plan should have a prominent place in the discipline’s file (Job
Data Book, or otherwise) to ensure a high visibility for all team members. The purpose and content of the
AP should be communicated by the Project Lead to all team members.

2.0 APPLICATION

This Practice is to be implemented at the start of each project by each project function involved in the
creation of project quality deliverables. This Practice should be applied by the responsible Project Lead to
create their project-specific activity plan, which is to be used by their project personnel throughout the
course of the project. The Project Manager is ultimately responsible to ensure the application and
utilization of this Practice, and the creation of project-specific activity plans for the project.

3.0 INTERFACING DISCIPLINES

All disciplines for which a project-specific Activity Plan must be prepared.

4.0 DEFINITIONS

Activity Plan Template – A template created in Microsoft Word and authorized by the Key Process
Owners (KPOs) to set the format and organization for all Discipline Master Activity Plans.
Discipline Master Activity Plan (DMAP) – An activity plan generated by the Functional Process Lead
(FPL) for the function, defining all typical activities performed on a project. It forms the basis for the project-
specific activity plan. Discipline Master Activity Plans are posted in the Knowledge OnLine Communities in
Connections and should be downloaded by the Project Leads at the beginning of each project.
Project-Specific Activity Plan – Activity Plan generated by the Project Lead by modifying the Discipline
Master Activity Plan to reflect project-specific scope and requirements, and approved by the responsible
Department Manager and Project Manager.

5.0 REQUIREMENTS

1. Download Discipline Master Activity Plan

2. Make Header Project-Specific
3. Modify Main Body to Reflect Project Scope & Requirements
4. Modify Abbreviations and Symbols
5. Modify Notes

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Page 3 of 8

ACTIVITY PLAN PREPARATION

6. Fill-Out Revision/Signature Block(s)

7. Obtain Final Reviews and Approval

6.0 EXECUTION OF REQUIREMENTS

The following will guide the user in the steps necessary to generate a project-specific activity plan.

6.1 Setting Up MS Word to Run Macros

To provide the desired functionality, the Activity Plan template makes extensive use of Macros. In order for
the template to function properly, the Microsoft application must be set up to run macros, requiring that the
Macro Security level be set to Medium. To check your security setting, perform the following steps:
• Launch Microsoft Office Word 2007 and click on the Microsoft Office button found in the upper left-
hand corner of the screen
• Click on the Word Options button found in the lower right-hand corner of the window
• From the Word Options window, click on the Trust Center button from the menu list on the left side
of the window
• Next, from the resulting dialog, click on the Trust Center Settings… button
• From the Trust Center window, click on the Macro Settings button from the menu list on the left
side of the window
• Select the Disable all macros with notification option
• Close the Trust Center window by clicking on the OK button
• Close Word to complete the setting
If you changed your Macro Security setting, you will need to exit and restart your Word application.
Now, each time you open the macro-enabled file, a security warning message will be displayed indicating
all macros have been disabled. Click on the Options button and from the Microsoft Office Security Options
window, select the option to ‘Enable this content’. Click ‘OK’ to proceed.

6.2 Downloading the Discipline Master Activity Plan

All project-specific activity plans should be created from the latest Discipline Master Activity Plan (DMAP)
posted in Connections. Links to DMAPs are provided in the Resources section of this Practice.
To download your DMAP directly without using the provided links, follow the steps below.
Step 1 Open your browser (e.g., Internet Explorer) and go to your Knowledge Online community in
Connections (you may be required to authenticate).
Step 2 Click on the Numbered Documents icon in the home page banner to launch the community
Numbered Documents wiki. Scroll through the list of documents. You may also type in your DMAP
practice number (typically, 000.XXX.F0072, where XXX represents your discipline number) and
click on Search.
Alternatively, from the home page, scroll down the right-hand side of the community page and find
the Numbered Document Search wiki. Fill in your DMAP practice number and click Find.
From the search results, click on the DMAP document link.
Step 3 From the opened document page, use the features in Connections to download your DMAP.

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Page 4 of 8

ACTIVITY PLAN PREPARATION

Step 4 Find the saved document and open the file.

6.3 Making the Header Project-Specific

The DMAP header contains placeholders for project-specific project identification, such as Client Name,
Project Name and Project Number. Each time the DMAP file is opened, it checks to see if the placeholders
have been replaced with project-specific information. If not, a dialog box is displayed where the Project
Lead can enter the requested information. This information can be updated at any time by using the built-in
macro “Project-Specific Header Information” accessed via the Activity Plan menu.

6.4 Modifying the Main Body to Reflect Project Scope & Requirements

The Main Body of the Activity Plan is where each activity is described, along with which practice governs its
performance, what is produced, who originates and checks what is produced, and what reviews and
approvals are required. See the following sections for additional details.

6.4.1 Activity Description

Confirm that each activity will be executed as part of the project’s scope of work. Insert project-specific
activities not included in the DMAP by inserting a new row in the appropriate location.
Activities not in scope, or will not be performed, need to be annotated as such. Each project should decide
on how this annotation should be done and provide appropriate guidance before the project-specific activity
plans are prepared. Annotation may be by colored highlight, strikethrough, or complete deletion of the non-
active row. A new note should be added to the Notes section describing what the annotation means (e.g.,
grayed out activities are not in scope). Deleting the non-active row is the least favorable approach as it
leaves no traceability as to what was deleted.

6.4.2 Practice / Guideline

Governing Practices / Guidelines should already be listed. Edit any that need to change as a result of
project-specific requirements. Links to Content Level 1 documents must be removed or edited, as
appropriate. Add any new project-specific Practices / Guidelines, as necessary (reference Practice
000.200.0074, Work Instruction Preparation, for creating project-specific work instructions).
Note: A special utility is provided to automatically insert cells for Practices / Guidelines and their
associated dates. To insert cells for Practices / Guidelines, place the cursor in the Practice /
Guideline cell directly above where you would like the new cell to appear. Next, from the Ribbon,
select the Activity Plan tab and then click on the Split Selected Practice Cell macro button. Enter
the total number of cells required, including the selected cell, and click OK. The required number
of new cells will be added.

6.4.3 Date

All Practices / Guidelines must have dates added. Dates for Practices / Guidelines with links to KOL may
be automatically applied by running a macro invoked by using the shortcut key ALT+G. The macro will go
out to KOL and populate the Date cells with the applicable Practice / Guideline date. This is a one-time

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Page 5 of 8

ACTIVITY PLAN PREPARATION

event setting the basis to be used throughout the life of the project. If project-specific Practices /
Guidelines are added, their dates must be added manually. If during the course of the project a Practice /
Guideline date needs to be changed, the change will have to be done manually.

6.4.4 Document / Deliverable

Confirm that the document / deliverable is what the project will produce as a result of this activity. Edit as
required.
Note: Each activity normally produces only one deliverable. However, under certain circumstances,
additional deliverables may be produced. Additional deliverables must be added manually by
inserting a row in the table and merging the activity description cell with the new cell created by the
newly inserted row. Each deliverable should have its own set of deliverable-specific cells.

6.4.5 Prepared by

Confirm that the level of individual identified is appropriate for the project. Edit, if required, using
abbreviations from the Abbreviations list. The Abbreviations list is located in the table directly following the
Activity Plan table.
Note: Where more than one individual is required, use the ampersand symbol (e.g., ENG & DS). When
either of two individuals could be involved, use the slash symbol for “or” (e.g., ENG / DES).

6.4.6 Check by

If the document / deliverable is to be checked by someone other than the originator, confirm that the level
of individual identified is appropriate for the project. Edit, if required, using abbreviations from the
Abbreviations list. If the document / deliverable is not independently checked, enter an En Dash (i.e., –).
Note: Any document / deliverable requiring an independent check must show evidence of that check on
the document / deliverable as required by project procedure, unless otherwise noted.

6.4.7 Checking Level & Method

Checking Levels & Methods are as predetermined by the function, or as determined by the project by use
of the Criticality Rating System (reference Practice 000.200.0077, Criticality Rating System). Upgrade
specific checking levels and methods as appropriate to project requirements. Downgrading should only be
considered when supported by the project Criticality Rating System. Any downgrading should be brought
to the attention of the Department Manager during review of the project-specific Activity Plan.
For an explanation of checking levels and methods, see Attachment 02.

6.4.8 Squad Check

Confirm document / deliverable squad check requirements (reference Practice 000.200.1036,

Interdiscipline Document Review). Place the letter “Y” in the cell if the document / deliverable will be squad
checked.

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Page 6 of 8

ACTIVITY PLAN PREPARATION

6.4.9 Approvals

Edit the Discipline, Project Management and Client approval entries, as appropriate, to meet project
requirements. Discipline and Project Management entries are as indicated from the list of abbreviations.
Client entries are by the letter “Y”.
Note: Approvals are to the actual document / deliverable produced. Document / deliverables produced
as interim input to another document / deliverable typically are not approved. Only the final
document / deliverable should have approval requirements.

6.5 Modifying Abbreviations and Symbols

Modify the list of abbreviations and symbols to include any project-specific terms. These lists are located in
the table directly following the Activity Plan table.

6.6 Modifying Notes

Modify the notes to meet project-specific requirements.

Note: Each DMAP contains up to eleven (11) notes common to all activity plans. Edit these notes with
caution. All new project- specific notes should be added to the end of the list.

6.7 Filling-Out the Revision/Signature Block(s)

Add the Revision Number, Date and description of the revision. Edit the titles specified in the signature
blocks to meet project requirements.
If the project is a distributed execution project, and the project is using joint activity plans (i.e., a common
activity plan used by multiple offices), add the Revision Number, Date and Name of the distributed
execution office(s) to the second revision/signature block. Insert additional rows as required to account for
all distributed execution offices.

6.8 Obtaining Final Reviews and Approval

All project-specific Activity Plans must be reviewed and approved by the responsible Project Lead,
Department Manager and Project Manager. The Project Lead has the responsibility to review the project-
specific Activity Plan with the Department Manager, highlighting any significant deviations from the DMAP,
and to obtain Department Manager approval and sign-off. The Project Lead shall then obtain Project
Manager approval and sign-off.
If the project is a distributed execution project, and the project is using joint activity plans (i.e., a common
activity plan used by multiple offices), the Project Manager shall then forward the approved project-specific
Activity Plans to each of the distributed execution offices for their concurrence and sign-off.
The project-specific Activity Plan approval constitutes endorsement of all deviations incorporated therein
(i.e., the approval is in fact granted for the deviations to the DMAP).
The Project Lead will ensure that all functional group personnel working on the project are aware of the
content and location of the project-specific Activity Plan.

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Page 7 of 8

ACTIVITY PLAN PREPARATION

6.9 Changing Paper Size

The Activity Plan template includes a built-in macro for changing paper size from Letter (8.5 in. x 11 in.) to
A4 (210mm x 297mm). Access the “Paper Size Selection” macro via the Activity Plan menu.

6.10 Saving the Activity Plan

Activity Plans are Word Macro-Enabled Document (*.docm) files. When saving the file, use caution to
ensure the correct document type is selected. If the file is saved as a mere Word Document (*.docx) file,
all macros and associated automation will be lost.

7.0 RESOURCES

Discipline Master Activity Plans:

Form 000.000.F0072
Form 000.042.F0072
Form 000.100.F0072
Form 000.103.F0072
Form 000.107.F0072
Form 000.200.F0072
Form 000.206.F0072
Form 000.215.F0072
Form 000.220.F0072
Form 000.225.F0072
Form 000.235.F0072
Form 000.250.F0072
Form 000.255.F0072
Form 000.265.F0072
Form 000.270.F0072
Form 000.295.F0072
Form 000.296.F0072
Form 000.297.F0072
Form 000.300.F0072
Form 000.310.F0072
Form 000.340.F0072
Form 000.410.F0072
Form 000.420.F0072
Activity Plan: Discipline Management and Control (DMC)
Activity Plan: Quality Assurance
Activity Plan: Project Management
Activity Plan: Project Administration
Activity Plan: Project Automation
Activity Plan: Engineering Management and General Engineering (ENG)
Activity Plan: Project Document & Data Management
Activity Plan: Civil / Structural Engineering
Activity Plan: Architectural
Activity Plan: Process Engineering
Activity Plan: Building Systems and Plumbing
Activity Plan: Piping Engineering
Activity Plan: Mechanical Engineering
Activity Plan: Electrical
Activity Plan: Control Systems
Activity Plan: Pipeline Engineering
Activity Plan: Subsea Engineering
Offshore and Marine Structures
Activity Plan: Project Controls
Activity Plan: Estimating
Activity Plan: Project Business Services
Activity Plan: Project Material Management
Activity Plan: Purchasing

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Page 8 of 8

ACTIVITY PLAN PREPARATION

Form 000.430.F0072 Activity Plan: Contract Management

Form 000.440.F0072
Form 000.460.F0072
Form 000.470.F0072
Form 000.500.F0072
Form 000.653.F0072
Activity Plan: Expediting
Activity Plan: Logistics
Activity Plan: Field Material Management
Activity Plan: Construction
Activity Plan: Health, Safety and Environmental

Training Material:
Presentation QA-009 Preparing the Project-Specific Activity Plan

Project Activity Model (PAM):

Form 000.100.F1400 Project Activity Model (PAM) Workbook

8.0 REFERENCES

General Corporate:
Practice 000.000.1000 Operating System Requirements

General Engineering:
Practice 000.200.0074 Work Instruction Preparation
Practice 000.200.0077 Criticality Rating System
Practice 000.200.1020 Calculation Checking
Practice 000.200.1036 Interdiscipline Document Review
Practice 000.200.1037 Drawing Checking
Practice 000.200.1040 3D Model Checking

9.0 ATTACHMENTS, ADDENDA

Attachments
Attachment 01: Example Project-Specific Activity Plan (11Aug2016)
Attachment 02 Checking Level & Method (11Aug2016)

Addenda
None

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Attachment 01 - Page 1 of 1

ACTIVITY PLAN PREPARATION

EXAMPLE PROJECT-SPECIFIC ACTIVITY PLAN

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Attachment 02 - Page 1 of 2

ACTIVITY PLAN PREPARATION

CHECKING LEVEL & METHOD

CHECKING LEVELS
The degree of verification will be determined by the Project Lead and shown as the "Checking
Level" on the project-specific Activity Plan (000.XXX.F0072).
For engineered equipment, checking levels may be established by the Project Lead in accordance
with appropriate Criticality Ratings, where required (Refer to Engineering Practice 000.200.0077: -
Criticality Rating System).
All levels of checking require the originator to self-check the document for compliance with the
requirements listed on the applicable Work Instruction.
The checker may increase the extent of checking when considered appropriate.

Level of checking requirement will be as follows:

Checking Level 1
Detailed check in accordance with governing Work Instruction or Practice.
Checking Level 2
Selective check with particular attention to critical and interface points.
Checking Level 3
Spot check, applied as established by Project Lead.
Note: Project Lead shall document Spot Check criteria in Job Book or equivalent document.
Checking Level 4
Self-check (by originator) only.

CHECKING METHODS
Two methods providing evidence of checking are available for use on projects. The method to be
adopted for each activity will be shown on the project-specific Activity Plan (000.XXX.F0072).
Method A – Completed checklist required
A Checklist (the applicable Work Instruction or Practice may serve as the checklist) will be
completed for each document to be checked.
Checklists will be completed for each document as follows:
• Specify document number and revision status.
• Indicate N/A where activity is not applicable to current revision of document.
• Use Comment column to indicate where activity is checked or rechecked in a
subsequent revision.
• Obtain checks and approvals for the specific document required by the Activity Plan.

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate

 Practice 000.000.0072
Date 11Aug2016
Attachment 02 - Page 2 of 2

ACTIVITY PLAN PREPARATION

Original Checklists may be utilized for subsequent revisions to a document that are relatively minor
in scope. In the event of a major redraw or redraft of a document, a new Checklist should be
completed.
Note: A Checking Method A designation of a work process requires a dedicated checklist to be
developed. This checklist shall be signed by all relevant parties. Guidance can be found
in practices 000.200.1020, 000.200.1037 and 000.200.1040.
Signed checklists and checkprints (when required) for each activity will be retained for
reference up to project completion or longer if so required by local jurisdiction.

Method B – Completed checklist not required

A Checklist will be available for each type of project activity to be performed.
Self-checking and checking will be performed by reference to the checklist and completion of a
checkprint, where appropriate.
Signature of the original document and subsequent revisions will be considered as evidence that
the checking procedure has been followed. Checkprints (when required) may need to be retained
as determined by the Project Lead or longer if so required by local jurisdiction.
Note: Checklists (blank copies) should be available in the Job Data Book or equivalent
document.

Copyright © 2016, Fluor Corporation. All Rights Reserved. General Corporate