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Project Management, Instrument & Controls Engineer

Clifford T Johnson, P.E., CSE

Course Outline

This course will introduce you to the major requirements of professional instrumentation project management. It will instruct you in the steps employed to establish a well organized documentation system. The course makes use of spreadsheet tools in Microsoft Excel and you must be able to download ZIP files and open in spreadsheets. The I&C (Instrument & Control) discipline probably requires the most intensive set of documents next to the actual project controls themselves. It is important to have a thorough understanding of the various documentation requirements. Some of the documentation is discussed in depth in separate courses. The course will enable the student to setup a complete instrument index that will result in a successful project at its conclusion.

This course includes a multiple-choice quiz at the end, which is designed to enhance the understanding of the course materials.

Learning Objective

At the conclusion of this course, the student will:

Course Introduction

Of the three major categories of projects: residential, commercial and industrial, the industrial usually require some types of instrumentation and control (I&C). If it is a chemical, pharmaceutical, synthetic fiber, plastic, pulp & paper, or waste treatment facility it will require considerable instrumentation by a variety of manufactures. Even the smallest of these projects usually mandates bringing a Lead or Project I&C person into the project. This course will instruct the student as to his responsibilities and also his limitations as part of the project team.

Course Content

The course content is in a PDF file Project Management, Instrument & Controls Engineer. You need to open or download this document to study this course.

Course Summary

Most of the steps required for the instrument and control engineer to implement and track a project through completion have been outlined and described to some extent. Future courses will explain each of the steps in greater detail.

Course Summary

This course is not intended to be used as a stand-alone document. It is recommended to refer to the following courses available online:

Construction Specifications Institute-
Equipment Specifications-  
Engineering Tool Box -(
Black Box -


Once you finish studying the above course content, you need to take a quiz to obtain the PDH credits.

Take a Quiz

DISCLAIMER: The materials contained in the online course are not intended as a representation or warranty on the part of or any other person/organization named herein. The materials are for general information only. They are not a substitute for competent professional advice. Application of this information to a specific project should be reviewed by a registered professional engineer. Anyone making use of the information set forth herein does so at their own risk and assumes any and all resulting liability arising therefrom.