Oil and Gas Project Controls Training Course

Duration 10 days 18 modules · 65 contact hours
Level Intermediate Certificate on completion
Who attends Project Controls Engineers, Project Managers and others
Fee from USD 2,200 KSh 190,000 for Kenyan organisations
Where 52 cities + online See dates by city
Next start 9 Nov 2026 Course code SD-PM-056

Before you join: Participants should have experience on projects, preferably in oil and gas, energy, infrastructure, construction or industrial facilities.

Dates & prices

Two start dates a month in every city, and live online on weekdays or weekends. Fees are per participant; classroom fees include tuition, materials, lunch and refreshments, and the certificate.

Suggest a date or city

Showing the next six months. Later dates, other cities and private deliveries for your team are available on request.

Course overview

Oil and gas projects carry large capital commitments, long supply chains, complex interfaces and strict approval requirements. A weak control baseline can obscure cost exposure, delay procurement decisions, misstate physical progress and leave management without reliable forecasts. Project controls professionals must connect engineering quantities, schedules, contracts, costs, risks and field progress into a single decision record that supports timely intervention.

This course develops the practical controls discipline required for upstream, midstream, LNG, refinery, petrochemical, pipeline and terminal projects. Participants establish scope, cost and schedule baselines; develop control account structures; prepare estimates and cash-flow forecasts; measure progress; apply earned value; manage change; assess schedule delay; and produce decision-ready reports. The course uses recognised approaches including AACE International Recommended Practices, ANSI/EIA-748 earned value principles, Primavera P6 scheduling concepts and ISO 21502 project management guidance.

Teaching combines concise instructor briefings with oil and gas case material, group analysis, planning simulations and individual application planning. Participants work with an integrated project scenario from early definition through construction and commissioning, building control documents as the course progresses. They leave with a completed oil and gas project controls pack containing a control basis, WBS and CBS model, schedule logic review, cost baseline, progress measurement plan, risk register, change log and management reporting pack.

The course is suited to project controls personnel and project team members who already work with capital projects and need stronger command of cost, schedule, risk and reporting disciplines. It is particularly relevant where project teams must explain forecast movement, protect approved funding, manage contractor performance and provide credible information to project directors, asset owners and investment committees.

What you will be able to do

  • Develop an integrated project controls basis linking scope, schedule, cost and risk
  • Construct WBS, CBS, OBS and control account structures for oil and gas projects
  • Prepare cost estimates, time-phased budgets and cash-flow forecasts using defined assumptions
  • Build and review logic-driven schedules using critical path and float analysis
  • Apply earned value management to calculate cost, schedule and forecast performance
  • Measure engineering, procurement, construction and commissioning progress using weighted rules
  • Evaluate change, risk and delay impacts through documented control procedures
  • Produce a complete project controls pack for management review and decision-making

Benefits of attending

For you

  • Explain forecast cost movement using traceable cost, commitment and risk evidence
  • Challenge contractor progress claims using quantity, milestone and weighted-progress measures
  • Review critical-path schedules and identify delay exposure before milestones slip
  • Build management reports that distinguish actual performance from unsupported optimism
  • Contribute credible evidence to change notices, extension-of-time reviews and recovery plans

For your organisation

  • Earlier identification of cost growth, schedule slippage and procurement exposure
  • More consistent control baselines across owner, EPC and contractor teams
  • Stronger governance evidence for funding gates and investment committee decisions
  • Improved challenge of progress invoices, change requests and contractor forecasts
  • Clearer recovery actions based on quantified schedule, cost and risk impacts

Course modules

18 modules over 10 days

Participants can explain how project controls supports investment decisions across the oil and gas project lifecycle.

  • Stage-gate decisions from concept selection through commissioning and handover
  • FEL deliverables and estimate maturity at each approval gate
  • Project controls interfaces with engineering, procurement, construction, and operations
  • Control account responsibilities under an integrated project management plan
  • Decision rights, reporting cadence, and assurance escalation routes
  • Owner, EPC, EPCM, and contractor control responsibilities compared

Participants can create aligned scope, organisation, cost and work breakdown structures.

  • Work breakdown structures aligned with facilities, systems, and deliverables
  • Cost breakdown structures linked to estimating and accounting codes
  • Organisation breakdown structures defining accountable control account managers
  • Control accounts connecting scope, budget, schedule, and responsibility
  • Coding dictionaries supporting consistent reporting across contractor packages
  • Scope dictionaries defining inclusions, exclusions, interfaces, and acceptance criteria

Participants can assess estimate basis, maturity, allowances and uncertainty for capital projects.

  • AACE estimate classes and expected definition maturity requirements
  • Estimate basis documents recording quantities, rates, assumptions, and exclusions
  • Factored, parametric, and detailed estimating methods compared
  • Direct costs separated from indirect costs, allowances, and contingency
  • Vendor quotations, benchmark data, and productivity norms assessed
  • Escalation, currency, taxes, and location factors incorporated consistently

Participants can produce a time-phased cost baseline and project cash-flow forecast.

  • Approved budget distributed across control accounts and reporting periods
  • Time-phasing rules aligned with schedule activities and procurement milestones
  • Commitment registers distinguishing purchase orders, contracts, and approved changes
  • Actual cost collection from invoices, accruals, payroll, and ledger extracts
  • Cash-flow curves built from payment terms and forecast expenditure
  • Management reserve separated from control account contingency and budget

Participants can develop a logic-driven integrated schedule for an oil and gas project.

  • Primavera P6 activity coding for areas, disciplines, and contract packages
  • Precedence diagramming relationships between engineering, procurement, construction, and commissioning
  • Milestone dictionaries defining measurable completion and acceptance conditions
  • Critical path method calculations for early dates, late dates, and float
  • Schedule calendars reflecting shifts, weather windows, and access restrictions
  • Level-three schedules linked to control accounts and progress measurement

Participants can evaluate schedule quality, critical paths and near-critical work.

  • DCMA 14-point checks applied to contractor schedule submissions
  • Open ends, excessive lags, and hard constraints identified
  • Critical and near-critical paths traced through key project interfaces
  • Negative float analysed against contractual milestones and recovery obligations
  • Schedule updates reviewed for logic changes and status-date discipline
  • Look-ahead schedules translated into accountable weekly work priorities

Participants can design progress measurement rules for engineering, procurement and construction work.

  • Weighted milestone rules for engineering document development and approval
  • Procurement progress measured from requisition through delivery and inspection
  • Installed quantities measured against issued-for-construction quantity baselines
  • Rules of credit assigned to fabrication, erection, testing, and handover
  • Physical percent complete distinguished from elapsed time and invoiced value
  • Progress measurement procedures defining evidence, ownership, and verification

Participants can calculate and interpret earned value indicators for project performance control.

  • ANSI/EIA-748 principles applied to control account performance measurement
  • Planned value, earned value, and actual cost calculated
  • Cost performance index and schedule performance index interpreted
  • Budget at completion, estimate at completion, and variance at completion
  • Performance measurement baselines reconciled with authorised scope changes
  • Earned value limitations for procurement-heavy and lump-sum contracts

Participants can prepare evidence-based cost and schedule forecasts using current project data.

  • Estimate-to-complete forecasts built from remaining quantities and productivity
  • Independent estimate-at-completion compared with contractor forecast submissions
  • Trend registers capturing emerging scope, quantity, and productivity exposure
  • Forecast confidence assessed through data quality and assumption testing
  • S-curves used to compare planned, actual, and forecast performance
  • Management actions linked to forecast drivers and accountable owners

Participants can connect project risk analysis with cost and schedule contingency decisions.

  • Risk breakdown structures aligned with technical, commercial, and execution threats
  • Cause-event-effect statements written for measurable risk register entries
  • Probability-impact scoring supported by defined assessment criteria
  • Monte Carlo analysis estimating schedule confidence and contingency ranges
  • Three-point estimates applied to uncertain durations and cost exposures
  • Risk owners, response actions, triggers, and residual exposure recorded

Participants can administer change control from identification through approved baseline update.

  • Change registers recording origin, scope, estimate, schedule, and approval
  • Technical queries and design changes screened for control impacts
  • Change impact assessments separating direct, indirect, and time-related costs
  • Authorisation thresholds aligned with delegated authority and governance requirements
  • Baseline change logs preserving original budgets, dates, and audit trails
  • Unapproved changes reported separately from authorised project budget movement

Participants can control procurement package status, commitments and contractor performance evidence.

  • Procurement plans linked with long-lead equipment and schedule requirements
  • Bid packages, purchase orders, and contract commitments tracked
  • Expediting status measured against vendor document and delivery milestones
  • Contract payment schedules reconciled with physical progress and acceptance
  • Lump-sum, reimbursable, and target-cost control implications compared
  • Vendor data registers monitored for engineering and construction dependencies

Participants can analyse field productivity and convert performance evidence into forecast actions.

  • Installed quantities, labour hours, and productivity factors reconciled
  • Earned hours compared with actual hours and planned norms
  • Crew loading curves assessed against access, permits, and workfront readiness
  • Constraint logs capturing materials, drawings, equipment, and interface blockers
  • Daily reports validated against quantity books and supervisor records
  • Productivity recovery actions assigned against measurable field performance indicators

Participants can control completion, commissioning and handover readiness through measurable systems.

  • System and subsystem breakdown structures supporting commissioning sequence planning
  • Mechanical completion certificates linked to inspection and test records
  • Punch-list status categorised by safety, operability, and handover impact
  • Turnover packages tracked against documentation, testing, and acceptance requirements
  • Commissioning milestones integrated with construction completion and energisation dates
  • Operations readiness actions monitored alongside physical completion progress

Participants can assemble schedule and cost evidence for delay analysis and claims review.

  • Contemporaneous records collected from schedules, reports, correspondence, and site logs
  • Time impact analysis applied to prospective delay events
  • Windows analysis comparing critical path movement across update periods
  • Concurrent delay assessed against contract entitlement and causation evidence
  • Extension-of-time submissions checked for logic, records, and mitigation
  • Disruption costs distinguished from delay costs and scope growth

Participants can produce decision-ready reports with clear exceptions, forecasts and actions.

  • Monthly project control reports structured around approved management decisions
  • Variance narratives explaining drivers, impacts, actions, and residual exposure
  • Dashboards presenting cost, schedule, risk, progress, and procurement indicators
  • Data dates, reporting cut-offs, and reconciliation rules controlled
  • Forecast challenge meetings testing assumptions with discipline leads
  • Assurance reviews checking baseline integrity, traceability, and reporting consistency

Participants can formulate a recovery plan for deteriorating cost and schedule performance.

  • Recovery triggers defined from cost, schedule, productivity, and risk thresholds
  • Root-cause analysis separating symptoms from controllable performance drivers
  • Schedule compression options assessed through crashing and fast tracking
  • Resource reallocation tested against workfront readiness and productivity limits
  • Recovery forecasts documented with assumptions, owners, dates, and costs
  • Executive recovery reports presenting options, trade-offs, and approval decisions

Participants can build, review and present a complete project controls pack for an oil and gas capital project.

  • Scope, WBS, CBS, and control accounts integrated into one control basis
  • Time-phased budget and cash-flow forecast reconciled with schedule milestones
  • Progress measurement rules applied across engineering, procurement, and construction
  • Earned value results interpreted alongside trends, risks, and commitments
  • Change impacts assessed against cost baseline and critical path
  • Management report presented with forecast, exceptions, actions, and decisions

Exercises and examples are adapted to each cohort's sectors and roles.

What you take back to work

  1. Integrated project controls basis template
  2. WBS, CBS and control account model
  3. Time-phased cost baseline and cash-flow model
  4. Progress measurement procedure and weighting matrix
  5. Risk, trend and change control register set
  6. Management project controls reporting pack

Who should attend

  • Project Controls Engineers — need integrated cost, schedule and progress control methods
  • Project Managers — need reliable forecasts and early warning of delivery threats
  • Cost Engineers — need stronger links between estimates, budgets, commitments and forecasts
  • Planning Engineers — need schedule analysis methods connected to field progress
  • Project Engineers — need to control scope changes and contractor deliverables
  • Commercial and Contracts Professionals — need evidence for change, delay and claim evaluation

Skills and tools covered

Cost forecastingSchedule controlEarned value analysisProgress measurementChange controlRisk quantification

Tools and standards

AACE International Recommended Practices, ANSI/EIA-748 Earned Value Management Systems, Primavera P6, ISO 21502

How the course runs

Training methodology

The course uses short instructor briefings followed by oil and gas project cases, structured group analysis, planning simulations and application planning. Participants interpret engineering deliverables, procurement status, contractor data, quantities, cost reports and schedule extracts. They build linked control documents through the course, then test forecast and change decisions against realistic project events. Facilitated reviews focus on the assumptions, data quality and management actions that make project controls information credible.

Requirements and prerequisites

Participants should have experience on projects, preferably in oil and gas, energy, infrastructure, construction or industrial facilities. They should understand basic project phases, budgets, schedules, procurement packages and contractor reporting. Familiarity with spreadsheets and simple schedule logic is useful. Participants do not need prior earned value certification, Primavera P6 expertise, formal project management qualifications or advanced statistical knowledge. The course explains the required calculations and control documents before applying them to project cases.

A typical training day

08:30 – 10:30First session
10:30 – 10:45Refreshment break
10:45 – 12:30Second session
12:30 – 13:30Lunch and networking
13:30 – 15:00Third session
15:00 – 15:15Refreshment break
15:15 – 16:30Workshop and daily review

Live online deliveries follow the same structure in East Africa Time, with shorter screen blocks and longer breaks.

What the fee includes

  • Instruction by a practitioner facilitator
  • Full course workbook and materials
  • Exercise files, templates and case studies
  • Refreshments and lunch on classroom deliveries
  • Certificate of completion
  • Post-course application plan

Frequently asked questions

You should understand how projects are planned and delivered, with experience in a project, engineering, construction, procurement or commercial role. Prior use of Primavera P6 or earned value systems is helpful but not required.

Bring a laptop if possible, along with a non-confidential example of a cost report, schedule, progress report or change process from your work. Course materials and project case data are provided.

It is designed for intermediate project controls engineers, planners, cost engineers, project engineers, project managers and commercial professionals. It also suits personnel moving from construction or engineering delivery into project controls.

General project management courses focus on broad planning, leadership and delivery responsibilities. This course concentrates on the control systems, calculations, records and reports used to manage cost, schedule, progress, risk, change and contractor performance on oil and gas capital projects.

You can apply the templates and methods to establish control accounts, check schedule quality, challenge progress claims, forecast final cost and prepare management reporting. The course also provides approaches for analysing change, risk and delay evidence.

Training runs from 08:30 to 16:30 each day, with about 6.5 contact hours daily. The first part establishes integrated control structures and baselines; the later part develops forecasting, risk, change, reporting, recovery and the final capstone.

Questions about this course?

Ask about dates, fees, group bookings or running it for your team. Our training team replies by email.