Process Industry

Work Instruction
Piping Isometric Lifecycle
Issuing Department:

Piping Design

Function or Process Owner:

Piping Department
Management Team

Document No:

Page:

1 of 7

WL-PI022
Supersedes:

Revision: 0
Issue Date:

01-Apr-2011
Previous Rev. & Issue Date: Effective Date:

01-Apr-2011

1.0 PURPOSE
This Work Instruction establishes a standard workflow and defines the minimum requirements, roles
and responsibilities for managing piping isometrics on projects in Phase 4. This Work Instruction
may be supplemented with additional office specific Work Instructions and Technical Guidelines as
required.
2.0 SCOPE OF APPLICATION
This Work Instruction applies to process industry operations for both single and multi-office execution.
3.0 DEFINITIONS
3.1 ABBREVIATIONS
CAD Computer Aided Design
DQS Design Quality Surveillance
DTS
Design Technology Services
FEL
Front End Loading
FEED Front End Engineering Design
HO
Home Office
IFC
Issued for Construction
IFD
Issued for Design
JMMS Jacobs Material Management System
JPI
Jacobs Project Information System
P&ID Piping and Instrument Diagram
PMTO Piping Material Take Off (a module in JMMS)
RDB Reference Data Base
SO
Support Office
TG
Technical Guideline
WBS Work Breakdown Structure (Shown in workflow diagram for reference only)
WI
Work Instruction
3.2 PREFIXES USED FOR MILESTONE NUMBERING
CC
CAD Coordinator
CH
Isometric Check
DQ
Design Quality Control
DS
Designer or Design Activity
DT
DTS / Design Tools
LP
Layout & Planning
MR
Model Review
MT
Material Take Off
PL
Piping Lead
Copyright 2011 by Jacobs Engineering Group Inc.
All rights reserved. The contents of this document are proprietary and produced for the exclusive benefit of Jacobs Engineering Group Inc. and its
affiliated companies. No part of this document may be reproduced, stored in a retrieval system, or transmitted, in any form or by any means,
electronic, mechanical, photocopying, recording, or otherwise, without the prior written approval of Jacobs Engineering Group Inc.
The applicable version of this document resides in the Business Practices section of http://JNet.jacobs.com. All copies are considered to be
uncontrolled.
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PME
SA
TR

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Piping Materials Engineer

Stress Analysis
Isometric Coordinator / Tracker

4.0 METHOD (PROCESS REQUIREMENTS)

4.1

Step
Prefix
DT

RESPONSIBILITIES AND TASKS

The following is a summary of steps, responsibilities and actions for activities that are performed
in the attached workflow (WL-PI022_01). The workflow shows the sequence required to ensure
that proper progress is earned.
Responsible Group

Actions / Clarifications / Responsibilities

Depending on the office executing the work, the DTS group or
the Piping Catalog and Specifications group is responsible for
creating and maintaining the Electronic 3D Model Piping
Material Specifications and Catalog (also referred to as the
Reference Data Base).

DTS / Design Tools

DT-1 & DT-3 The Reference Data Base is updated to match latest
project specs
DT-2 Ongoing specification request updates are provided
DT-4 Isometrics are sent to home office. On multi-office projects,
electronic tools are used to transfer Isometrics or databases
between offices.
DT-5 Sends signed off Isometric to home office
DT-6 PDF & required additional files are loaded into JPI. Attributes
on JPI cards are populated for each Isometric. Electronic tools
are also available to load PDF & native files into JPI and
populate attributes on JPI cards for each Isometric
The
MR

Project Engineer /
Model Reviews

Project Engineer is responsible for scheduling and

coordinating both Internal and Client model reviews. The
Project Engineer produces the minutes of the model review
meeting indicating action items for the model review
comments.

MR-1 Home Office Internal Multi-Discipline Preliminary Piping

Layout Model Review (Discipline Participation as Required).
This review is typically held to review lines not reviewed in
Phase 3.
MR-2 Home Office Client Preliminary Piping Layout Model Review
(Discipline Participation as Required). This review will be held
after the comments from the internal review have been
incorporated in order to obtain client concurrence of the layout.
MR-3 Home Office Internal Multi-Discipline Detailed Design Model
Review. This review will be held prior to client model review to
ensure all previous comments have been incorporated and to
align all disciplines.
MR-4 Home Office Client Detailed Design Model Review. This
review is held in the home office after the comments from the
internal review have been incorporated to obtain client approval

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to proceed with checking and issuing of IFC Isometrics

MR-5 Home Office Project Engineer signs off IFC Isometric if
applicable
PL

Piping Lead

The Piping Lead manages the work of the piping team and ensures
that the team follows the work process.
PL-1 Piping Lead Confirms 3D Models are Ready for Long Lead
Material Takeoff to prevent the procurement of unnecessary
material.
PL-2 Piping Lead Confirms 3D Models are Ready for Bulk Takeoff
when required to prevent the procurement of unnecessary
material.
PL-3 Lead Review and Signoff IFC Isometric (SO)
PL-4 Home Office Piping Lead signs off IFC Isometrics
PL-5 Piping Lead or Designated Designer Highlights Isometrics on
Master P&ID Yellow Off Set (to ensure Isometric reflects the
latest comments on the Master P&ID set).
LP-1 Designer Identifies and Models Lines not Modeled in Phase 3

LP

Piping Designer - Layout

& Planning

LP-2 Designer incorporates all Model Review comments

LP-3 Designer Runs Interactive Clash and Resolves Interferences
LP-4 Designer incorporates all Model Review comments

DQ

Piping Designer Design

Quality

DQ-1 Reviewer Performs Ongoing Home Office Review of the

lines in the 3D Model. A senior piping designer is typically
assigned to perform this task to ensure design quality
DQ-2 DQS Review of Isometric by Home Office Design. Reviewer
participates in the multi-discipline review of isometrics to
ensure his earlier comments have been correctly interpreted
and incorporated correctly.
DQ-3 All Comments are collected & Reviewed. Reviewer collects
and reviews comments from the other engineering disciplines.
DQ-4 HO reviewer signs off IFC isometric if applicable

DS

Piping Designer
Detailed Design

After the Layout Model Review has been completed, a piping

designer is assigned an area to complete the detailed design.
DS-1 Designer Runs Diagnostics Checks such as Data Integrity,
RDB Conflict, and Clash Checks as required & Extracts Test
Isometrics (to ensure continuity).
DS-2 Designer Creates Ongoing Requests for Components to be
added to 3D Specs
DS-3 Designer Updates Modeled Lines to Incorporate P&ID
Changes & Spec Updates
DS-4 Designer Breaks up Line into Iso Sheets & Extracts
Isometrics
DS-5 Basic Routing is Complete. Line ready for Design Review.
Designer Logs in Iso Tracking System

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DS-6 Designer incorporates Reviewer comments

DS-7 Designer Extracts Isometric for Stress Analysis
DS-8 Designer incorporates Stress comments
DS-9 Designer runs Interactive Clash Check & resolves clashes
DS-10 Designer resolves Clashes (from multi-discipline area clash
run)
DS-11 Designer Does Interactive Extraction of Isometric to Ensure
Model Integrity
DS-12 Designer incorporates all Model Review comments
DS-13 Designer Runs Data Integrity Check, and RDB Conflict
Check
DS-14 Designer runs Interactive Clash Check & resolves clashes
DS-15 Designer Extracts Isometric for Inter-Discipline Isometric
Review
DS-16 Designer incorporates all comments and Extracts Isometric
(from Inter-Discipline Review)
DS-17 Designer resolves Clashes (from multi-discipline area clash
run)
DS-18 Designer Extracts Isometric to Ensure Model Integrity
DS-19 Designer incorporates all Client Model Review comments
DS-20 Designer Runs Data Integrity Check, and RDB Conflict
Check
DS-21 Designer Extracts Isometric Print for IFC Check
DS-22 Designer incorporates Checker Comments
DS-23 Designer Reviews Latest RDB Conflict Report & resolves
Conflicts
DS-24 Designer Reviews Interferences, resolves Clashes (from
multi-discipline area clash run)
DS-25 Designer Extracts Isometric Rev.0 IFC
DS-26 Designer Corrects Model & re-extracts isometric for IFC
issue.
TR

Isometric Tracker

A dedicated Isometric Coordinator may be assigned to a project to

track every isometric on the project throughout the lifecycle of
the isometric. Sometimes the piping designer will log status in
the Iso Tracking database.
TR-1 Iso Coordinator Logs in Iso Tracking System (for Stress
Analysis)
TR-2 Iso Coordinator Logs in Iso Tracking System (from Stress
Analysis)
TR-3 Iso Coordinator Logs in Iso Tracking System (for InterDiscipline Review)
TR-4 Home Office Iso Coordinator Logs in Iso Tracking System (for

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Inter-Discipline Review)
TR-5 Iso Coordinator Prints & Distributes Isometrics (for InterDiscipline Review)
TR-6 Home Office Iso Coordinator Logs in Iso Tracking System
(from Inter-Discipline Review)
TR-7 Home Office Iso Coordinator Logs in Iso Tracking System
(Review Comments)
TR-8 Home Office Iso Coordinator Loads into JPI (Comment
copies)
TR-9 Workshare Iso Coordinator Logs in Iso Tracking System if
Applicable (Comment copies)
TR-10 Iso Coordinator Logs in Iso Tracking System (to Checker)
TR-11 Iso Coordinator Logs in Iso Tracking System (from Checker)
TR-12 Iso Coordinator Logs in Iso Tracking System (comments
from Signoff Cycle)
TR-13 Iso Coordinator Logs in Iso Tracking System (Rev. 0 for
Signoff)
TR-14 Home Office Iso Coordinator Prints Isometric for IFC Signoff
TR-15 Home Office Iso Coordinator Logs in Iso Tracking System
(for Home Office Signoff)
TR-16 Home Office Iso Coordinator Logs in Iso Tracking System
(Signoff comment copies)
TR-17 Home Office Iso Coordinator Groups Isometrics into Issue
Packages by destination &, verifies that Extraction Number &
Date on electronic Iso matches signed copy
TR-18 Home Office Iso Coordinator transmits Package to JPI
TR-19 Home Office Iso Coordinator verifies that Isos were loaded
into JPI & JPI Card attributes are populated
TR-20 Home Office Iso Coordinator gives hard copy package of
isos to Document Management or Project Engineer
SA

Piping Stress Engineer

SA-1A Piping Engineer performs Stress Analysis & loads docs into
JPI for Review (for Stress Group 1 / Level 1 Lines or
equivalent)
SA-1B Piping Engineer performs Stress Analysis (for Stress Level
2 Lines or equivalent)
SA-1C Piping Engineer performs Stress Review & loads Docs into
JPI (for Stress Group 2 / Level 3 Lines or equivalent)
SA-2 Home Office Reviews Stress Calcs & posts Comments in JPI
SA-3 Home Office Stress in consultation with Home Office Piping
Design Notifies Workshare about Comments
SA-4A Stress Calculations are Reviewed / Checked & Comments
Posted on JPI (for Stress Level 1 Lines or equivalent)
SA-4B Stress Calculations are Reviewed /Checked & loads Docs

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into JPI (for Stress Level 2 Lines or equivalent)

SA-5 Stress Analysis Update by Home Office Stress (Interdiscipline Review)
SA-6 Pipe Stress Engineer Review & Sign Off IFC Isometric (SO)
SA-7 Home Office Stress signs off IFC isometrics
CC

CAD Coordinator

On some projects, a dedicated project CAD Coordinator is

assigned to a project. In some offices, DTS will provide a
Project Technology Coordinator in this role.
CC-1 Multi Discipline Area Clash Check is performed prior to
Internal Multi-Discipline Detailed Design Model Review
CC-2 Multi Discipline Area Clash Check is Performed prior to Home
Office Client Detailed Design Model Review
CC-3 RDB Conflict Check is Performed Every Two Weeks or On
Demand
CC-4 Multi Discipline Area Clash Check is Performed Every 2
Weeks or on Demand
CC-5 CAD Coordinator or Iso Coordinator Locks Iso in Model if not
already locked (note that in PDMS, it is possible to lock line
automatically).
MT-1 Scheduled Long Lead Material TakeOff from 3D Model

MT

Material Control

MT-2 Material loaded into Material Control Database (PMTO) and

Requisition for Purchase of Long Lead Material is Created
MT-3 Scheduled Bulk Material TakeOff from 3D Model
MT-4 Material loaded into Material Control Database (PMTO) and
Requisition or Update Requisition for Purchase of Bulk Material
is Created
MT-5 Home Office MTO Review and Comment (Inter-discipline
Review)
MT-6 Home Office MTO loads Material from Isometrics
Material Control Database (PMTO)

into

MT-7 Home Office MTO Identifies shortages & Requisitions

Material via JMMS

PME

Process Engineer

Home Office Process Engineering Review of Process Critical

Lines. The Process Engineer participates in home office model
reviews, inter-discipline isometric reviews and performs
hydraulic checks of process critical lines as defined in the
Linelist.

Control Systems Engineer

Home Office Control Systems Review of Instrumentation. The

Control Systems Engineer participates in home office model
reviews and inter-discipline isometric reviews to check
instrumentation.

Piping Materials Engineer

PME-1 Piping Materials Engineer approves Spec Request

PME-2 Piping Materials Engineer Issues Piping Material Specs
Rev. 0 IFC

CH

Isometric Checker

CH-1 Checker Review & Comment of IFC Check Print using Check

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List provided by project or department.

CH-2 Checker Review and sign off IFC Isometric
Document Management

Isometric is Direct Issued (Moved to Issued Side of JPI)

Document Management Prepares JPI Transmittal, Issues /
Distributes Electronic Files & Hard Copies per Project
Instructions

4.2

3D MODELING
4.2.1
Modeling and Isometric Production Philosophy
The design and isometric production philosophy will be to use the 3D model as the master
source of information from which isometric drawings are extracted. The Piping Design
discipline must initiate and maintain the piping design in the 3D model then extract the
isometric drawings as required. Piping Design must not modify isometric drawings in 2D
after extraction as this will lead to conflicting data and a duplication of effort (No manual
annotation outside of the 3D Model).
4.2.2

Equipment Layout Model / Preliminary Piping Layout Model

Prior to commencement of Phase 4, it is anticipated that the status of the existing 3D
piping model could vary depending on the project, but at a minimum shall contain plot
determining piping with respect to process, stress, material and / or size, modeled to
confirm equipment and structure locations. The primary purpose of this review was to
confirm equipment locations based on major / critical line routing and to review platform
access and egress and maintenance spacing.

4.2.3

Phase 4 / Detailed Design Model

The scope of 3D piping modeling will be all piping that is shown on the P&IDs and is
within project scope.

4.2.4

Model Reviews
As defined in the JSTEPS work process, formal model reviews are conducted with the
client. Internal model reviews with Jacobs participants are conducted prior to the formal
client review. Depending on the size of the project, model reviews can be conducted for
the entire project or by area. Formal minutes are recorded and change notices are
generated when the impact results in a change is TIC.

Preliminary Piping Layout Model Review

The Piping Layout model review is typically conducted with the client at the end
of Phase 3 / FEED but may be required at the beginning of Phase 4. The
primary purpose of this review is to confirm the piping layout of major lines that
are modeled, instrument and valve access and egress, maintenance spacing, to
confirm previous comments have been incorporated, and to review new ladders
and platforms,.

Detailed Design Model Review

The Detailed Design model review is typically conducted with the client during
Phase 4 / Detailed Design. The primary purpose of this review is to approve the
piping design and to proceed with checking and issuing of IFC Isometrics.

4.2.5

3D Review / Quality Assurance

An ongoing review of the design shall be performed by a senior level designer to ensure
design is compliant with project requirements.

4.2.6

Use of Electronic Tools for Quality Assurance

The use of electronic quality assurance tools will be maximized. These checks must be

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conducted and reconciled as design progresses and just prior to model reviews, and
extraction of isometrics for check and issue.

4.3

ISOMETRIC DRAWINGS
4.3.1 Isometric Numbering
Isometric drawing sheets will be numbered uniquely. Unless client standards dictate
otherwise, isometric drawings will be numbered using a combination of the Area
Number, Line Number (including Fluid Code if necessary), and sheet number. Typically,
Isometric sheet breaks will be assigned such that only one sheet will be extracted per
Isometric number.
4.3.2 Isometric Quality Assurance
Isometric drawings will be checked to insure design is compliant with P&IDs, stress
analysis reviews and other discipline reviews prior to issuing for construction.

4.4

PROGRESS MEASUREMENT
The corresponding workflow defines the progress milestones for activities within a WBS code.
To calculate progress, earned hours are determined by the hours assigned to the WBS task
times the workflow percentages and compared against total hours per isometric. Alternatively,
instead of using milestones by WBS code, some offices may use a single isometric lifecycle set
of milestones to determine earned hours against total hours per isometric.

4.5

DOCUMENT MANAGEMENT
At a minimum, the latest issued for construction version of all Isometric Drawings will be stored
in the Jacobs Project Information (JPI) system.

5.0 RELATED DOCUMENTATION (REFERENCES)

WL-PI022_01 - Piping Design Isometric Work Flow Phase 4 Work Share or Single Office Execution

6.0RECORDS
The current applicable version of this publication resides on Jacobs Intranet. All copies are
considered to be uncontrolled.

Copyright 2011, Jacobs Engineering Group Inc.

File Name: WL-PI022.doc