Documentation

EPCplanner
User Manual V1.0

The complete reference for EPCplanner — covering installation, project setup, all six core modules, governance controls, and Management of Change workflows.

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Version: V1.0 R1 Released: June 2026 Reference: EPCplanner-UM-2026-V1.0

Manual Contents

What the Manual Covers

Structured in two parts: one-time project setup and the recurring operational reporting cycle.

Part A — Project Setup

1.System installation and licence activation
2.Admin configuration: roles, permissions, and users
3.Primavera P6 connection setup (XER / Oracle / SQL Server / SQLite)
4.WBS hierarchy import and activity mapping
5.CBS configuration: price schedule and BOQ import
6.Weight Factor generation and validation
7.Engineering Register initialization and stage template setup
8.Procurement and Subcontract register initialization
9.Baseline quality check and baseline lock procedure

Part B — Operational Cycle

1.Opening a Cut-Off Date and configuring the update window
2.Engineering Register update: stage gate entry and IDC
3.Procurement and Subcontract register update
4.Non-register (linear) progress entry
5.Algorithmic progress rollup execution
6.Two-way P6 synchronization
7.Forecasting module and lookahead register
8.Report generation (S-curves, histograms, dashboards)
9.Cut-Off Date lock and Freeze Guard activation

Advanced Topics

Governance, Audit & Management of Change

The manual includes dedicated chapters on the Triple-Layer Governance Framework and the Management of Change (MOC) workflow.

Historical Snapshots

How to use period snapshots for baseline comparison, trend analysis, and delay claims preparation.

Freeze Guard

Understanding the lock mechanism and administrator override audit trail for closed reporting periods.

MOC

Management of Change

Step-by-step MOC workflow for scope additions, schedule revisions, and CBS amendments with full audit traceability.