# SAP PM Shutdown and Turnaround Readiness Checklist > Source: https://netray.co/tools/sap-pm-turnaround-readiness-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Check scope freeze, order and network readiness, material availability, permits and contractor setup in SAP PM before a shutdown begins. ## Category sap ## Erp SAP PM ## Industry Manufacturing ## Audience - Turnaround planner - SAP PM consultant - Maintenance manager ## Tool **Kind:** checklist **Groups:** #### Scope and governance **Items:** **Text:** Scope is frozen by a documented date and changes go through a change control board **Critical:** true **Text:** Every work item has a notification or order in SAP PM before freeze **Critical:** true Shutdown budget is approved and cost collectors or WBS elements exist Critical path and duration are agreed with operations Roles, escalation path and daily meeting cadence are published **Text:** Mandatory inspections and statutory items are confirmed in scope **Critical:** true #### Orders and planning in SAP **Items:** **Text:** All orders have operations, work centers, planned hours and durations **Critical:** true A common planning marker or shutdown field links orders to this event Dependencies between jobs are loaded, for example in a network or scheduling tool **Text:** Work center capacity versus demand reviewed by trade (CM01 or similar) **Critical:** true Orders are costed and checked against the budget Task lists are used where standard jobs exist, to cut planning time Long-lead jobs have a planned release date well before shutdown #### Materials and spares **Items:** **Text:** Component reservations exist on every order that needs parts **Critical:** true **Text:** Availability check run; shortages have a purchase requisition or PO **Critical:** true Vendor confirmed delivery dates for all long-lead items Staging area and kit lists prepared and labeled by order Special tools, cranes and rentals booked Returns process for unused parts agreed #### Contractors and people **Items:** **Text:** Contractor contracts and service entry sheets are set up for the event **Critical:** true **Text:** Contractor safety induction and competence checks complete **Critical:** true Crew rosters and overtime approvals are in place Work center and personnel assignments loaded for confirmations Accommodation, access badges and transport arranged #### Safety, permits and isolation **Items:** **Text:** Work permits and isolation certificates are prepared for high-risk jobs **Critical:** true **Text:** Isolation plan reviewed and lockout points identified **Critical:** true Emergency response plan covers the additional headcount Environmental and waste handling plans approved Job safety analyses completed for non-routine tasks #### Execution and close-out **Items:** **Text:** Daily progress is confirmed in SAP and compared to plan **Critical:** true Process for scope additions and emergent work is agreed Technical completion and settlement rules defined for orders Start-up and commissioning checklist is ready Lessons learned review is scheduled **Scoring Note:** Aim to close every critical item before scope freeze plus agreed lead time. Any open critical item is a risk to the shutdown start or duration and should have an owner and a date. ## Content **Intro:** A turnaround succeeds or fails weeks before the plant stops. This checklist covers the SAP PM side of readiness, from scope freeze and order planning to materials, contractors and permits. **Sections:** #### How to use it **Body:** Work through the groups with the planning team about eight to twelve weeks before the shutdown, then again at the freeze date and the final week. Tick items as complete and mark any critical open item with an owner. Export the list to PDF or Excel for the readiness review meeting, and keep one copy per shutdown event. **Bullets:** - Run the checklist at three gates: early, at freeze and at final readiness. - Assign each unchecked item an owner and a date. - Treat critical items as gate conditions. #### What the checklist covers **Body:** Scope and governance make sure the work is defined and controlled. The SAP planning group checks that every job is an order with operations, hours and a work center, and that capacity is feasible. Materials confirm reservations and availability. Contractors and safety groups cover the people and permit side. Execution and close-out prepare for confirmations, settlement and lessons learned. #### Common failures **Body:** The usual causes of an overrun are late scope, missing reservations, unplanned permits and contractors who cannot book time. Many sites also find that capacity by trade is overloaded in week one. Run a capacity check by trade early, rather than assuming overtime will cover it. Use standard task lists for repeat jobs to shorten planning. **Bullets:** - Freeze scope and honour the freeze with a change board. - Check parts before the shutdown, not during it. - Settle order costs promptly to compare with the budget. **Cta:** If you want shutdown readiness measured live from SAP orders, reservations and capacity, Netray can build a dashboard on your own infrastructure. **Faq:** #### How far ahead should shutdown planning start? **Answer:** Large turnarounds often start planning six to twelve months ahead, with scope freeze eight to twelve weeks before start. Smaller shutdowns can use shorter windows, but long-lead parts still set the pace. #### How do I group shutdown orders in SAP PM? **Answer:** Many sites use a common field such as a planner group, a user status, a system condition, a shared project or a network, so that reports can filter all orders for the event. Choose one convention and apply it consistently. #### What is a critical item here? **Answer:** A critical item is one whose failure can delay the shutdown start, extend its duration or create a safety risk. Treat each as a gate condition for the readiness review. #### Does this replace a scheduling tool? **Answer:** No. Many plants use a dedicated scheduling tool for the critical path and use SAP PM for orders, materials and costs. This list checks that both are aligned. ## Search terms shutdown readiness checklist, turnaround planning checklist, sap pm shutdown planning, plant outage checklist, sap network turnaround orders, shutdown scope freeze, sap pm outage readiness, turnaround materials staging checklist --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json