Introduction to Aspen Unified Movements and its Integration with AURA

This training course provides systematic training for the Aspen Unified Movements (AUM) product software respective of the Daily Workflow Tasks typically performed by Plant and Tank Operators, which focuses on monitoring Tank Inventories and managing Material Movement Flows throughout the Movement Lifecycle starting from the scheduled state and progressing through the activation and accrual states into the completed state. Completed Movement Data from AUM (which could be multi-day) is then pro-rated and imported to AURA as Daily Events, after which AURA then performs a Daily Material Balance Reconciliation (Volume or Mass Based) utilizing that Event Data that originated and was calculated or quantified then validated via the AUM Lifecycle.

Audience:

Professionals working mainly in the Refining, Midstream, and Petrochemical industries responsible for managing the safe and efficient transfer of Crude Oil or related Feedstocks, Chemicals, and Refined Products between Tanks, Process Units, Pipelines, Ships, Trucks, Railcars, etc., associated with daily Tank Farm and Pipeline Management + Loading Bay and Marine Terminal operational activities.

Refinery (Plant and Tank) Operators & Control System / Board Operators

Bulk Offload, Inventory Storage, and Product Dispatch Terminal Operators/Managers

Logistics & Pipeline Schedulers

System Integrators who Plan to Implement AUM or related Software for End Customer Sites

Training Details

  • Course Id:

    AUM101

  • Duration:

    2 day(s)

  • CEUs Awarded:

    1.4

  • Level:

    Introductory

Benefits

Maximize the product skill set value received from using AUM through awareness and appropriate utilization of features taught in the training.

Help to manage End to End Plant Movement Operations effectively to increase margins and close the gap between planning, scheduling, and operations to improve the end results for the overall yield accounting to facilitate accurate plan vs actual comparisons, as follows:


Gain familiarity with Key AUM Features and develop an understanding of its functional dependency on a Pre-Existing and “Linked” AURA Model.

Monitor Tanks in “Real-Time” for Inventory Accuracy to allow the timely detection, identification, and correction of any discrepancies.

Execute the operational schedule in an efficient manner with the least deviation from target to minimize material losses and product contamination or downgrades by reducing order execution errors, which then enables faster collaborative decision making by stakeholders for future material flow purchases, predictions of demands, etc., based on quality operational data.

Achieve faster time to value with a streamlined implementation and low total cost of ownership.

Provide timely Tank Inventory and Movement Cutoff Data to help close the Material Balance later in AURA.

Reduce the risk of over filling or emptying a Tank during associated Movement Transfer executions.

Approach

The AUM Introductory Course is a two-day, comprehensive, introductory course for Managers and Operators of Oil and Gas or Other Raw Product Movement Systems who are tasked with Activating, Monitoring/Tracking, and Completing the Scheduled Material Movements that flow across the Plant Boundaries as Receipts for Unit Feedstocks, Sales of Finished(Refined) Products, or for those Material Flows attributed to use in frequent front or backend Blending Operations.


Students will learn about the Core Product Functionalities.

A Hands-On Instructor Led Product Overview Demo will be provided.

Attendees will also build an AUM Model using a “Pre-Existing” Aspen Unified AURA Model Linkage,and then utilize the Training Workshops to Practice the Core Areas of Focus, which cover the following Detailed Product Workflows:

  • Schedule, Approve, and Activate for Processing Daily Material Movements
  • Monitor Tank Inventory Level Changes
  • Monitor, Update, and Close (Complete) Validated Movements
  • View Movement, Tank Inventory, and Cutoff Reports
  • Import Completed and Validated Movement Data to AURA

Pre-requisites

Attendees who plan to register for and complete this course should already have basic knowledge of the general day-to-day tank inventory and movement operations management procedures that take place within a plant, as well as a fundamental understanding of yield accounting practices and requirements, as well as some exposure to connecting apps to a data historian, and should also register, attend, and complete the following Aspen Unified course first:

AURA101: Introduction to Aspen Unified Reconciliation and Accounting (AURA)

And those attendees who already have familiarity with and/or knowledge and skills tied to working with AURA, Aspen InfoPlus.21, or any other Third-Party Yield Accounting or Data Historian Products will also benefit by discovering how those Products and Model/Database systems, components, and software installations can be integrated together with AUM.

 

Subsequent Courses

AUS101: Introduction to Aspen Unified Scheduling

AUP101: Introduction to Aspen Unified PIMS

MES101: Aspen InfoPlus.21: Real Time Information Management Foundation

Agenda

AUM Product Overview and Demo:

  • Functional Overview
  • Benefits and Capabilities
  • Server Architecture, Product Documentation / Online Help, Focus Areas, etc.)
  • Instructor Led Demo

Aspen Unified Home Page and AUM Model Management:

  • New Model Setup
  • Site & Model Roles
  • Folders
  • Model Management Options: Copy, Snapshot, Archive, Delete, etc.

AUM Model Navigation:

  • Application Bar, Navigation Panel, Operations Panel

AUM Model Settings:

  • General, Display, Report
  • Monitoring Agent Service Execution Configuration and Enablement Settings

Tank and Movement Model Data:

  • Base Model Versioning
  • Object Templates and Attributes: Default Values & Expressions

Tank Inventory Monitoring Operations (Tanks Page):

  • Tiles, List, and Details Panel Views
  • Tank Object Data Attributes Inherited from the Linked AURA Model
  • Column Selection and Filtering, etc.

Movement Lifecycle Operations (Movements Page):

  • Movements Table and Details Panel Views
  • Movement Object Template Data Attributes
  • Column Selection and Filtering
  • Basic Creation Info, States, Types, and Lifecycle Execution, etc.

Supporting Operations Summary Content:

  • Tank & Movement Pages and Details Panels: Performable Actions Summary including Value Aggregation

Data Historian Trends:

  • Accessing and Utilizing Cutoffs (Scheduled vs Ad-Hoc) and Tank Volume Calculator:
  • Create, View, and Delete Cutoffs + Compute the Expected Tank Inventory Volume for a Set of Specified Operating Conditions

Reports and Gantt Charts for Movement Tracking:

  • Tank Inventory, Movement, Cutoffs, Overrides, and Common Report Functionalities
  • Gantt Chart Creation Steps and Usage Overview

Tank Area Security Permissions:

  • Create New Areas
  • Add Tanks to a Selected Area
  • Configure Model Role Security Permissions for each Tank Area

Alerts:

  • Understand, Add/Configure, Delete, Edit/Manage

AUM-AURA Integration:

  • Import AUM Movements to AURA as Events
  • Relink Updated AURA Model Object Configurations to AUM

 

COURSE WORKSHOPS:

Workshop 1 - Setting up an AUM Model.docx

Workshop 2 - Configuring the Monitoring Agent.docx

Workshop 3 - Understanding, Executing, and Working with Tank Operations.docx

Workshop 4 - Understanding Tank Details and Viewing Attributes & Overrides.docx

Workshop 5 - Understanding, Executing, and Working with Movement Operations.docx

Workshop 6 - Using Gantt Chart Views (Optional).docx

Workshop 7 - Executing and Working with Reports.docx

Workshop 8 - Managing Tank and Movement Cutoffs.docx

 

AUM_1.png

Movement Lifecycle Progression in AUM:

AUM_2.png

NOTE: Any change of the Movement State must comply with the rules and Movement Lifecycle flow noted and depicted above as also governed by a User’s Assigned AUM Model Role Permissions.

Register for a Class

Date Class Type Location Price Language
Date(s): 05/15/2026 - 05/15/2026 Type: Public Classroom Location: Office no. 519 & 520, Fifth floor Tower 2 World trade center, Opposite EON free zone Kharadi
Pune , India 411014
Price: (INR) 21000.00 Language: English Register

Aspen Technology, Inc. awards Continuing Education Units (CEUs) for training classes conducted by our organization. One CEU is granted for every 10 hours of class participation.