Overview
How this path fits into your capital projects
You already have P6 exports, ERP cost ledgers, and risk registers.
This path turns them into an integrated Power BI layer that supports
field tracking, commercial decisions, and executive governance.
Each level is delivered live with EPC-style datasets. The path moves
from schedule & physical progress into cost and project accounting,
risk and scenarios, and finally governance, RLS, and BI lifecycle.
Real project controls datasets
Schedule–cost integration
Risk & scenario analysis
Governance & security
Who this path is for
-
Project Controls, Planning, and Cost Engineering teams who want
to move beyond Excel-driven reporting.
-
BI teams that support capital projects and need to understand
WBS/OBS, control accounts, work packages, and commissioning logic.
-
PMOs and Owners who aim for an auditable BI layer across schedule,
project accounting/ERP, and risk.
Program
A 4-level path
Each level can be taken individually, but the path is designed as a
continuous journey—from early Power Query joins to a governed BI layer
for project controls.
Level 1
BI for Project Planning & Control – Foundations
Power Query, star schema, and first dashboards
for schedule & physical progress.
Hours: 16 |
Format: Live, hands-on workshops
Focus: Progress dashboards with ISO indexes,
weld logs, and cable registers.
By the end of this level, you will:
- Ingest EPC datasets and build a star schema for project controls.
- Write essential DAX for quantities and % complete rules.
- Publish S-curves and subsystem readiness views for the site team.
Level 2
BI for Project Planning & Control – DAX & Time
Core DAX, time intelligence, and S-curves by
control account and work package.
Hours: 16 |
Prerequisite: Level 1 or equivalency
Focus: Variances, SPI/CPI-style indices,
and analytical S-curves.
By the end of this level, you will:
- Write DAX for SPI-Q, CPI-Q, variances, and forecasts.
- Implement time intelligence aligned to First Gas and fiscal calendars.
- Design scorecards by contract package and subsystem handover.
Level 3
BI for Project Planning & Control – Advanced DAX & Data
Advanced DAX, composite models, performance tuning,
and data quality.
Hours: 24 |
Prerequisite: Level 2 or equivalency
Focus: Reconciliation across schedule, cost,
and risk at scale.
By the end of this level, you will:
- Use calculation groups for First Gas vs Completion scenarios.
- Combine P6 exports, SPI indexes, and site logs in composite models.
- Implement data quality checks across quantities, costs, and progress.
Level 4
BI for Project Planning & Control – Governance & RLS
RLS, deployment pipelines, QA automation, and governance runbooks.
Hours: 20 |
Prerequisite: Level 3 or equivalency
Focus: BI as a governed layer across schedule,
cost, ERP, and risk.
By the end of this level, you will:
- Design RLS by contractor, site, area, unit, and subsystem.
- Set up deployment pipelines & environments for PPC datasets.
- Automate QA against source-of-truth registers with repeatable checks.
Investment
Hours & investment
The amounts below are in USD and assume live virtual delivery.
For on-site sessions or tailored tracks (cross-functional project teams,
mixed Owner / Contractors), a specific proposal can be prepared.
| Level |
Hours |
Individual participant |
Team of 5 |
Team of 10 |
| Level 1 – Foundations |
16 |
$1,575 |
$5,500 |
$10,750 |
| Level 2 – DAX & Time |
16 |
$2,100 |
$7,250 |
$14,250 |
| Level 3 – Advanced DAX & Data |
24 |
$3,950 |
$13,250 |
$26,250 |
| Level 4 – Governance & RLS |
20 |
$3,750 |
$12,625 |
$25,000 |
Team pricing is per cohort (not per seat). All levels include curated
course materials, reference templates, and a defined period of post-course
Q&A support.
How this supports cost, ERP & risk
-
Levels 1–2 consolidate schedule, quantities, and progress into reusable
dashboards for planners and site teams.
-
Level 3 brings in cost and project accounting data (ERP exports, commitments,
actuals) plus risk and scenario analysis.
-
Level 4 locks in governance: RLS by contractor/site, deployment pipelines,
QA automation, and runbooks for Owners and PMOs.
Next step
Discuss a tailored path for your project controls team
Whether you need to upskill a single senior cost controller or build an
integrated BI capability across planning, cost, and risk, we adapt the
path to your portfolio, contracts, and data reality.
Share your current toolset (P6, ERP, risk solutions), data maturity,
and key milestones, and we’ll recommend a path that delivers visible
results within one or two reporting cycles.
