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Basu Technology, Inc. 1
Components of a Scheduling
System
Abhi Basu
June 2004
abhibasu@basutech.com
Basu Technology, Inc. 2
Components of a Scheduling Tool
 Calendar
 Network
 Activity
 Relationship
 Algorithm
 Scheduling
 Leveling
 Constraints
 Resources
To understand CPM
Scheduling calculations, you
need to understand the
components of the
scheduling systems
Stripping aside the bells &
whistles, there are 5 main
components that make up
the scheduling system.
Basu Technology, Inc. 3
Assembling a Schedule - Calendar
Calendar
The first component is the
calendar
Basu Technology, Inc. 4
Assembling a Schedule - Activities
Calendar
Activities
The next component is the network with
the sub-component – activity and ….
Basu Technology, Inc. 5
Assembling a Schedule -
Relationships
Calendar
Relationships
……. relationship
Basu Technology, Inc. 6
Assembling a Schedule - Network
Calendar
Network
Activities and Relationships
together make up the network
Basu Technology, Inc. 7
Assembling a Schedule – Forward
Pass
Calendar
Network
Calculation Algorithm
The algorithm
comprises of a
forward pass
and a
backward pass
Basu Technology, Inc. 8
Assembling a Schedule – Forward
Pass
Calendar
Network
Calculation Algorithm
Basu Technology, Inc. 9
Assembling a Schedule – Backward
Pass
Calendar
Network
Calculation Algorithm
Basu Technology, Inc. 10
Assembling a Schedule – Backward
Pass
Calendar
Network
Calculation Algorithm
Basu Technology, Inc. 11
Assembling a Schedule
Calendar
Network
Calculation Algorithm
Float
Basu Technology, Inc. 12
Assembling a Schedule
Calendar
Network
Calculation Algorithm
Basu Technology, Inc. 13
Assembling a Schedule
Calendar
Network
SNET
Applying a Constraint
Constraints restrict the
movement of activities
on the calendar
There are categories
of constraints such as
date constraints and
float constraints etc.
Basu Technology, Inc. 14
Assembling a Schedule
Calendar
Network
SNET
Applying a Constraint
Float
Addl. Float
Basu Technology, Inc. 15
Assembling a Schedule
Calendar
Network
5-Day Week Calendar
Basu Technology, Inc. 16
Assembling a Schedule
Calendar
Network
5-Day & Weekend Calendars
Multiple
calendars cause
anomalies in float
calculations
Basu Technology, Inc. 17
P3 MSPSureTrakP3e
Network Components
Activities
Relationship
Calendars
Constraints
Task Dependent
Resource Dependent
Level of Effort
Start Milestone
Finish Milestone
Task
Independent
Meeting
Start Milestone
Finish Milestone
Hammock
WBS
Fixed Duration
Fixed Unit
Fixed Work
Finish to Start
Start to Start
Finish to Finish
Start to Finish
Finish to Start
Start to Start
Finish to Finish
Start to Finish
Finish to Start
Start to Start
Finish to Finish
Start to Finish
Finish to Start
Start to Start
Finish to Finish
Start to Finish
Activity
Relationships
Resource
Shifts
Duration Type
Fixed Units/Time
Fixed Units & Duration/Time
Fixed Units
Fixed Duration & Units
Task
Project
Resources
Task Dependent
Independent
Meeting
Start Milestone
Finish Milestone
Start Flag
Finish Flag
Hammock
WBS
Early
Late
Start On
Mandatory
Expected Finish
ZFF/ZTF
Start On
Start On or After
Start On or Before
Finish On
Finish On or After
Finish On or Before
Start
Finish
As late as possible
Planning Units
Activity
Resource
Activity
Resource
Day, Week,
Month
Must Start On
Start No Earlier Than
Start No Later Than
Must Finish On
Finish No Earlier Than
Finish No Later Than
As Soon As Possible
As Late as possible
Early
Late
Start On
Mandatory
Expected Finish
ZFF/ZTF
Hour, Day
Hour, Day, Week, Month,
Year
Estimated
Hour, Day
Variations in the Internals of Scheduling Packages
Basu Technology, Inc. 18
Variations - Continued
 Scheduling and Resource Leveling
Algorithms
 Updating
 Percent Completion and ETC
Calculations
 Large Impact on Results
Basu Technology, Inc. 19
Resource Scheduling
Calendar
Resource Scheduling adds
an order of magnitude
difficulty
Basu Technology, Inc. 20
Additional Computational
Complications
 Resource Limits and Prioritization
 Resource dependent task durations
 Incompatible Resource Calendars
 Departure from CPM Scheduling basics
At least 3 dimensions
are added to the
calculations
Basu Technology, Inc. 21
System Has Become Opaque
 Transparency
 Repeatable Results
 Solvability
The basis of
calculations are not
easy to decipher
Difficult to do
objective
independent
analysis and
verification
System is used for other
goals such as project
administration which may
conflict with the goals of
CPM scheduling
Basu Technology, Inc. 22
Tasks Ahead
 Certify the scheduling algorithms
 Fix variations in scheduling packages
 Improve visibility tools
 Establish Standards for Usage
 Require training and certification for
operators
 Research / Establish Additional Metrics

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Components of a scheduling system rev 2015 slide show

  • 1. Basu Technology, Inc. 1 Components of a Scheduling System Abhi Basu June 2004 abhibasu@basutech.com
  • 2. Basu Technology, Inc. 2 Components of a Scheduling Tool  Calendar  Network  Activity  Relationship  Algorithm  Scheduling  Leveling  Constraints  Resources To understand CPM Scheduling calculations, you need to understand the components of the scheduling systems Stripping aside the bells & whistles, there are 5 main components that make up the scheduling system.
  • 3. Basu Technology, Inc. 3 Assembling a Schedule - Calendar Calendar The first component is the calendar
  • 4. Basu Technology, Inc. 4 Assembling a Schedule - Activities Calendar Activities The next component is the network with the sub-component – activity and ….
  • 5. Basu Technology, Inc. 5 Assembling a Schedule - Relationships Calendar Relationships ……. relationship
  • 6. Basu Technology, Inc. 6 Assembling a Schedule - Network Calendar Network Activities and Relationships together make up the network
  • 7. Basu Technology, Inc. 7 Assembling a Schedule – Forward Pass Calendar Network Calculation Algorithm The algorithm comprises of a forward pass and a backward pass
  • 8. Basu Technology, Inc. 8 Assembling a Schedule – Forward Pass Calendar Network Calculation Algorithm
  • 9. Basu Technology, Inc. 9 Assembling a Schedule – Backward Pass Calendar Network Calculation Algorithm
  • 10. Basu Technology, Inc. 10 Assembling a Schedule – Backward Pass Calendar Network Calculation Algorithm
  • 11. Basu Technology, Inc. 11 Assembling a Schedule Calendar Network Calculation Algorithm Float
  • 12. Basu Technology, Inc. 12 Assembling a Schedule Calendar Network Calculation Algorithm
  • 13. Basu Technology, Inc. 13 Assembling a Schedule Calendar Network SNET Applying a Constraint Constraints restrict the movement of activities on the calendar There are categories of constraints such as date constraints and float constraints etc.
  • 14. Basu Technology, Inc. 14 Assembling a Schedule Calendar Network SNET Applying a Constraint Float Addl. Float
  • 15. Basu Technology, Inc. 15 Assembling a Schedule Calendar Network 5-Day Week Calendar
  • 16. Basu Technology, Inc. 16 Assembling a Schedule Calendar Network 5-Day & Weekend Calendars Multiple calendars cause anomalies in float calculations
  • 17. Basu Technology, Inc. 17 P3 MSPSureTrakP3e Network Components Activities Relationship Calendars Constraints Task Dependent Resource Dependent Level of Effort Start Milestone Finish Milestone Task Independent Meeting Start Milestone Finish Milestone Hammock WBS Fixed Duration Fixed Unit Fixed Work Finish to Start Start to Start Finish to Finish Start to Finish Finish to Start Start to Start Finish to Finish Start to Finish Finish to Start Start to Start Finish to Finish Start to Finish Finish to Start Start to Start Finish to Finish Start to Finish Activity Relationships Resource Shifts Duration Type Fixed Units/Time Fixed Units & Duration/Time Fixed Units Fixed Duration & Units Task Project Resources Task Dependent Independent Meeting Start Milestone Finish Milestone Start Flag Finish Flag Hammock WBS Early Late Start On Mandatory Expected Finish ZFF/ZTF Start On Start On or After Start On or Before Finish On Finish On or After Finish On or Before Start Finish As late as possible Planning Units Activity Resource Activity Resource Day, Week, Month Must Start On Start No Earlier Than Start No Later Than Must Finish On Finish No Earlier Than Finish No Later Than As Soon As Possible As Late as possible Early Late Start On Mandatory Expected Finish ZFF/ZTF Hour, Day Hour, Day, Week, Month, Year Estimated Hour, Day Variations in the Internals of Scheduling Packages
  • 18. Basu Technology, Inc. 18 Variations - Continued  Scheduling and Resource Leveling Algorithms  Updating  Percent Completion and ETC Calculations  Large Impact on Results
  • 19. Basu Technology, Inc. 19 Resource Scheduling Calendar Resource Scheduling adds an order of magnitude difficulty
  • 20. Basu Technology, Inc. 20 Additional Computational Complications  Resource Limits and Prioritization  Resource dependent task durations  Incompatible Resource Calendars  Departure from CPM Scheduling basics At least 3 dimensions are added to the calculations
  • 21. Basu Technology, Inc. 21 System Has Become Opaque  Transparency  Repeatable Results  Solvability The basis of calculations are not easy to decipher Difficult to do objective independent analysis and verification System is used for other goals such as project administration which may conflict with the goals of CPM scheduling
  • 22. Basu Technology, Inc. 22 Tasks Ahead  Certify the scheduling algorithms  Fix variations in scheduling packages  Improve visibility tools  Establish Standards for Usage  Require training and certification for operators  Research / Establish Additional Metrics