Maintenance Planning & Scheduling Training Course

Consultant/Trainer: Francisco Amara

The Petrogenium Maintenance Planning & Scheduling course will provide an in-depth understanding of reliability and how it impacts the way assets in the facilities could be effectively managed. This course is intended for new and experienced routine maintenance planners and schedulers.

The pre-requisites for attending this course are:
  • SAP-PM organization in place
  • Company Risk Matrix in place
  • SAP system and PM module fully functional
  • SAP CMMS and PM module training completed
  • New RBWS system in place and RBWS training completed
  • Safety training completed on:
    • Job Safety Analysis
    • HAZOP (optional)
  • Reliability training on:
    • Introduction to Reliability for Engineers
    • FMEA or FMECA (optional)
  • New WO Process fully developed (based on P&SO Workshop)

The course is conducted for 5 days on the client’s site.


This Petrogenium course can be tailored for awareness/inexperienced staff, for intermediate and for experienced personnel. Furthermore the course can be customized for a specific refinery, plant or unit. The option for post-course consultancy/help-desk support is also available.

Participants may include: engineers and supervisors from: Maintenance, Operations, Projects, Process Engineering, Contracts/Procurement, Warehousing, Safety, Human Resources, Environment and Health, Finance, Economics and Scheduling, Turnaround, etc.

Learning Objectives

This course provides a more in-depth understanding of reliability and how it impacts the way assets in the facilities could be effectively managed. It offers an insight in reliability concepts and how it is applied in the real world. Case studies and practical exercises will demonstrate how it changes the paradigm beliefs of the participants of this course.


Day 1
  • Objectives of P/S Training
  • Pre-requisites
  • Nomenclature/Acronyms
  • Background
  • Routine Maintenance Process
    • Risk Matrix
    • Maintenance Work Prioritization
    • Work Classification
    • Routine Maintenance Workflow Process

Day 2: Planning
  • SAP-PM Screenshots
  • Planner Qualifications
  • Functions
  • Level of Work Packs

Day 3
  • Planning Flow
  • Planning Considerations
  • Work Package
  • Work Pack Development Exercise
  • Planning KPIs

Day 4: Scheduler
  • Scheduling Process
  • CPM (Critical Path Methodology)
  • Functions
  • Scheduling Flow Diagram
  • Forward Log/Backlog
  • Floating Job
  • Schedule pre-requisites
  • Preparation & Structure

Day 5
  • Benefits of Scheduling
  • Work Scheduling Exercise
  • Managing Forward Logs
  • Scheduling KPIs
  • Couse review