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EGNR 300
Project Management
Planning & Scheduling
--------------------------
ENGR 300
Dept. of Computer Science and Engineering
University of Bridgeport, CT 06601
“Failing to plan is planning to fail”
by J. Hinze, Construction Planning and Scheduling
• Planning:
– “what” is going to be done, “how”, “where”, by
“whom”, and “when”
– for effective monitoring and control of complex
projects
“Its about time”
by J. Hinze, Construction Planning and Scheduling
• Scheduling:
– “what” will be done, and “who” will be
working
• relative timing of tasks & time frames
– a concise description of the plan
“Once you plan your work, you must
work your plan”
by J. Hinze, Construction Planning and Scheduling
• Planning and Scheduling occurs:
– AFTER you have decided how to do the work
• “The first idea is not always the best idea.”
• Requires discipline to “work the plan”
– The act of development useful,
– But need to monitor and track
• only then, is a schedule an effective management
tool
• as-built schedules
The Work Break Down Structure
(WBS)
• An organizational tool for complex projects
– A first step in creating a schedule
– Useful for defining the Scope of Work
• After decided how to do the work
• Consists of:
– Goal statement for project
– Subdividing goal into smaller & smaller
portions
WBS
• Upper two or three levels
– require only general knowledge
– don’t get too detailed too quickly
• The deeper you go, the more knowledge
you need
• Bottom level tasks:
• simple enough to estimate durations
• can assign crews
• each task has a natural sequence relative to other
tasks
Example WBS
Warehouse WBS
Site Boundaries Elevation
Data Points
Building
Footprints
Locate
Buried Services
Survey Soils Analysis Excavate Soil Backfill & Compact
Site Preparation Foundation Structural Systems Finishing
To construct a 5-unit
warehouse for light industry
Complex
Could be used to define scope of
work for surveyor sub-contract
Order of Task Execution -
Scheduling
• Bar Charts (Gantt Charts)
– length of bar = task’s duration
– commonly used, require little training
– precedence relationships difficult to show
• precedence = the sequencing relationship between
tasks
Order of Task Execution -
Scheduling
• Network Diagrams
– Critical Path Method (CPM)
• w/in construction - most important
– Program Evaluation and Review Technique
(PERT)
• like a generalized CPM
• assumes that an activity’s duration cannot be
precisely determined
– takes most likely, optimistic, pessimistic estimates
– computes an expected duration/activity and expected
project duration
Critical Path Method (CPM)
• Identifies those chains of activities (critical
paths) that control how long a project will
take.
• Two variations:
– Activity-on-Arrow (AOA)
• activities are the arrows or lines
– Activity on Node (AON)
• also known as a Precedence Diagram
• activities are nodes connected together by lines
Some CPM Terms
• Float = the amount of time an activity can
be delayed without delaying the project
• Critical = activities with no float; these
activities can not be delayed w/o extending
project duration
• Contingency = include a time allowance to
account for time slippage & other delays
• Slippage = difference between actual and
scheduled progress
Computer Scheduling
“Projects should be scheduled one
byte at a time”
by J. Hinze, Construction Planning and Scheduling
Creating a Computerized Schedule
• Primavera P3, SureTrak, CA-SuperProject, MSProject
• Uses CPM for calculating project duration
• Offer Gantt and Precedence views
– Gantt the default
– Activities can be viewed in other forms: activity and resource
calendars, spreadsheets
• Useful for
– updating and tracking
– sorting, filtering, resource leveling
Creating a Computerized Schedule
• Specify a base calendar
– calendar days vs. working and non-working
days
– specialized activity and resource calendars
• tasks that cannot be performed on specific days
• days that resources are available
– (otherwise assumed that resources are available at all
times on every working day)
• Specify the project start or finish date
Creating a Computerized Schedule
• Input activities from the WBS
– basic info needed: name, duration,
predecessors, and successors
– if relevant: resources utilized plus associated
costs
• Collapsing the schedule
– consolidating subtasks within their summary
tasks to view main project activities w/o
cluttering the screen
Creating a Computerized Schedule
• Expanding the schedule
– showing sub tasks w/in respective summary
tasks
• Link lines
– the line that connects the bars of linked tasks on
the Gantt chart
Creating a Computerized Schedule
• Linking
– creating relationships between activities
– finish-to-start, start-to-start, finish-to-finish, or
start-to-finish
– can include lag or lead times
• Network loop
– circular logic within a set of activities
– all loops must be eliminated for computations
to be made
Creating a Computerized Schedule
• Progress bar
– graphical representation of the % completion of
an activity at a specific date
– shown adjacent to, or within, the activity bar
• Summary task
– representing a general activity of construction
– duration calculated from sub-tasks
• Create a baseline schedule
– original schedule created at the beginning
• actual progress is compared to
Getting CPM w/MSProject
• After input of schedule
– choose Gantt view
– use GanttChart Wizard to calculate CPM
• Can filter and show only CPM
– in drop-down menu:
• project  filtered for  critical
– to get back to full task list:
• project  filtered for  all
Example - Roof Structure
The following seven tasks are required for the erection of a
building roof structure. Some of the tasks can be completed
simultaneously; the overhang with sofit can be constructed
while the deck is being installed.
1 Place & secure trusses, 2 days
2 Install roof deck, 7 days
3 Apply vapor barrier, 2 days
4 Apply roof cladding, 2 days
5 Construct roof overhang, 4 days
6 Install soffits, 4 days
7 Apply flashing, 6 days

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L6.2 planing&scheduling

  • 1. EGNR 300 Project Management Planning & Scheduling -------------------------- ENGR 300 Dept. of Computer Science and Engineering University of Bridgeport, CT 06601
  • 2. “Failing to plan is planning to fail” by J. Hinze, Construction Planning and Scheduling • Planning: – “what” is going to be done, “how”, “where”, by “whom”, and “when” – for effective monitoring and control of complex projects
  • 3. “Its about time” by J. Hinze, Construction Planning and Scheduling • Scheduling: – “what” will be done, and “who” will be working • relative timing of tasks & time frames – a concise description of the plan
  • 4. “Once you plan your work, you must work your plan” by J. Hinze, Construction Planning and Scheduling • Planning and Scheduling occurs: – AFTER you have decided how to do the work • “The first idea is not always the best idea.” • Requires discipline to “work the plan” – The act of development useful, – But need to monitor and track • only then, is a schedule an effective management tool • as-built schedules
  • 5. The Work Break Down Structure (WBS) • An organizational tool for complex projects – A first step in creating a schedule – Useful for defining the Scope of Work • After decided how to do the work • Consists of: – Goal statement for project – Subdividing goal into smaller & smaller portions
  • 6. WBS • Upper two or three levels – require only general knowledge – don’t get too detailed too quickly • The deeper you go, the more knowledge you need • Bottom level tasks: • simple enough to estimate durations • can assign crews • each task has a natural sequence relative to other tasks
  • 7. Example WBS Warehouse WBS Site Boundaries Elevation Data Points Building Footprints Locate Buried Services Survey Soils Analysis Excavate Soil Backfill & Compact Site Preparation Foundation Structural Systems Finishing To construct a 5-unit warehouse for light industry Complex Could be used to define scope of work for surveyor sub-contract
  • 8. Order of Task Execution - Scheduling • Bar Charts (Gantt Charts) – length of bar = task’s duration – commonly used, require little training – precedence relationships difficult to show • precedence = the sequencing relationship between tasks
  • 9. Order of Task Execution - Scheduling • Network Diagrams – Critical Path Method (CPM) • w/in construction - most important – Program Evaluation and Review Technique (PERT) • like a generalized CPM • assumes that an activity’s duration cannot be precisely determined – takes most likely, optimistic, pessimistic estimates – computes an expected duration/activity and expected project duration
  • 10. Critical Path Method (CPM) • Identifies those chains of activities (critical paths) that control how long a project will take. • Two variations: – Activity-on-Arrow (AOA) • activities are the arrows or lines – Activity on Node (AON) • also known as a Precedence Diagram • activities are nodes connected together by lines
  • 11. Some CPM Terms • Float = the amount of time an activity can be delayed without delaying the project • Critical = activities with no float; these activities can not be delayed w/o extending project duration • Contingency = include a time allowance to account for time slippage & other delays • Slippage = difference between actual and scheduled progress
  • 12. Computer Scheduling “Projects should be scheduled one byte at a time” by J. Hinze, Construction Planning and Scheduling
  • 13. Creating a Computerized Schedule • Primavera P3, SureTrak, CA-SuperProject, MSProject • Uses CPM for calculating project duration • Offer Gantt and Precedence views – Gantt the default – Activities can be viewed in other forms: activity and resource calendars, spreadsheets • Useful for – updating and tracking – sorting, filtering, resource leveling
  • 14. Creating a Computerized Schedule • Specify a base calendar – calendar days vs. working and non-working days – specialized activity and resource calendars • tasks that cannot be performed on specific days • days that resources are available – (otherwise assumed that resources are available at all times on every working day) • Specify the project start or finish date
  • 15. Creating a Computerized Schedule • Input activities from the WBS – basic info needed: name, duration, predecessors, and successors – if relevant: resources utilized plus associated costs • Collapsing the schedule – consolidating subtasks within their summary tasks to view main project activities w/o cluttering the screen
  • 16. Creating a Computerized Schedule • Expanding the schedule – showing sub tasks w/in respective summary tasks • Link lines – the line that connects the bars of linked tasks on the Gantt chart
  • 17. Creating a Computerized Schedule • Linking – creating relationships between activities – finish-to-start, start-to-start, finish-to-finish, or start-to-finish – can include lag or lead times • Network loop – circular logic within a set of activities – all loops must be eliminated for computations to be made
  • 18. Creating a Computerized Schedule • Progress bar – graphical representation of the % completion of an activity at a specific date – shown adjacent to, or within, the activity bar • Summary task – representing a general activity of construction – duration calculated from sub-tasks • Create a baseline schedule – original schedule created at the beginning • actual progress is compared to
  • 19. Getting CPM w/MSProject • After input of schedule – choose Gantt view – use GanttChart Wizard to calculate CPM • Can filter and show only CPM – in drop-down menu: • project  filtered for  critical – to get back to full task list: • project  filtered for  all
  • 20. Example - Roof Structure The following seven tasks are required for the erection of a building roof structure. Some of the tasks can be completed simultaneously; the overhang with sofit can be constructed while the deck is being installed. 1 Place & secure trusses, 2 days 2 Install roof deck, 7 days 3 Apply vapor barrier, 2 days 4 Apply roof cladding, 2 days 5 Construct roof overhang, 4 days 6 Install soffits, 4 days 7 Apply flashing, 6 days