scheduling.vc.pmi.org
The Project Schedule Log:Charting the Project Path          Mark Doran         Paul Levin, PSP        Chris Carson, PSP   ...
Author Biography – Mark Doran       Degree:         – BS, Building Construction and Contracting Technology       Univers...
Author Biography – Paul Levin, PSP       Degree:         – BSCE, MEA       University:         – BSCE, University of Mar...
Chris Carson, PSP, CCM, PMP       Corporate Director of Project Controls, Alpha Corporation         – Responsible for sta...
Introduction6                  scheduling.vc.pmi.org
Three Topics    Basic Schedule Log    Dual Tracking Schedule Log    Schedule Notebook7                                sche...
Purpose of Schedule Logs    Organizational Tool    Management Tool    Schedule Analysis Tool8                             ...
• Organizational Tool       • Keep track of various schedules and baselines       • Keep track of submissions and approval...
Purpose of Schedule Logs        •   Management Tool            • Track project’s progress (and cost) through time         ...
Purpose of Schedule Logs       •   Analysis Tool           • Overview of project history from scheduler’s             pers...
Schedule Logs – Basic Format        •   Chart – table or spreadsheet        o Basic project schedule data        o Obtaine...
Typical Schedule Specifications      o   Basic Schedule Clauses          •   Prepared by contractor          •   Baseline ...
Typical Schedule Specifications        • Basic Schedule Clauses (cont.)           •   AIA 201           •   Consensus Docs...
Typical Schedule Specifications        •   Advanced Requirements            • Cost loading – schedule of values           ...
Typical Schedule Specifications        • Advanced Schedule Clauses (cont.)           • Unified Facilities Guide Specificat...
Typical Schedule Specifications       o   Other Select Requirements           •    Narrative – Description of progress, ch...
The Construction Schedule Log        o   Project Controls Tool            •   Tracking            • Analysis            • ...
Typical Schedule Specifications        • Project Controls Tool        o   Administrative tracking tool        o Useful for...
Typical Schedule Specifications        • Project Controls Tool (cont.)        o   Three Basic Types            • basic    ...
Typical Schedule Specifications        Project Controls Tool (cont.)        o Basic21                                     ...
Schedule Log       o Project Identification Name or ID       o Data Date of the Update       o Project’s Planned Completio...
Schedule Log       o   Location of data file       o   Update Identification Number or Version       o   Date Submitted to...
Schedule Log            Basic Schedule Log (cont.)        o Data from P3 Project Overview Screen:24                       ...
Schedule Log        Project Controls Tool (cont.)        o Detailed (Additional project data)25      o Percent complete fo...
Schedule Report          Detailed Schedule Log (cont.)        o Data from P3 Schedule Update (SureTrak similar):26        ...
Detailed Schedule Log       o Substantial amount of data available to include in report.         (Considerations for a Rec...
Detailed Schedule Log        • Use Excel to compute values for further          analysis           o   Percent completes  ...
Schedule Analysis Tool        • Perform quantitative and qualitative          overview of the health and progress of      ...
Schedule Analysis Tool                           Schedule     Update or   Contract                              Net Time G...
Schedule Analysis Tool                                          • Schedule Log Reviews – Example 2                        ...
Schedule Analysis Tool                             • Schedule Log Reviews – Example 3     8     2/2/09 B009     Revision  ...
Schedule Analysis Tool                       • Schedule Log Reviews – Example 4      Contract                             ...
Delay Analysis Organization with the Schedule Log        Review Project and Case Background          – Example           ...
Delay Analysis Organization with the Schedule Log          • Review Project and Case Background          – Availability & ...
Delay Analysis Organization with the Schedule Log                         • Schedule Log     Chron                        ...
Delay Analysis Organization with the Schedule Log                          • Schedule LogChron                            ...
Delay Analysis Organization with the Schedule Log        • Add Columns to Schedule Log for Delays38                       ...
Delay Analysis Organization with the Schedule Log     • Chart Cumulative Delays directly from Schedule Log39              ...
Delay Analysis Organization with the Schedule Log      Chart Cumulative Delays – Overlay known delay event       timefram...
Delay Analysis Organization with the Schedule Log      Chart Cumulative Delays – Label known delay       timeframes41    ...
Delay Analysis Organization with the Schedule Log             Annotate Cumulative Delays     Period of possible concurren...
Delay Analysis Organization with the Schedule Log      Chart Cumulative Delays – Note any general issues/concerns        ...
Delay Analysis Organization with the Schedule Log             Chart Cumulative Delays – Identify specific              de...
Delay Analysis Organization with the Schedule Log      Chart Cumulative Delays – Identify specific delay/acceleration    ...
Delay Analysis Organization with the Schedule Log                 Delay Analysis Organization with the Schedule Log       ...
Delay Analysis Organization with the Schedule Log      Chart Cumulative Delays        – Only provides simplified overview...
Delay Analysis Organization with the Schedule Log      Another Example of Annotated Cumulative Delay Chart48             ...
Delay Analysis Organization with the Schedule Log      Another Example of Annotated Cumulative Delay Chart49             ...
Dual-Tracking Schedule Update50                                   scheduling.vc.pmi.org
Dual-Tracking Schedule Log       o Background – Shortcomings of traditional update specs.          o Do not require pure u...
Dual-Tracking Schedule Log       o Background – Idea of dual-tracking, or dual-update          o Engaged to help develop a...
Dual-Tracking Schedule Log (Cont.)       o Background – First started using on United         States Federal Courthouse in...
Dual-Tracking Schedule Log (Cont.)       o Background – Key factors for success          o Provides timely, accurate, rele...
Dual-Tracking Schedule Log (Cont.)                                          o Result is a schedule log with two lines per ...
        There is a simple way for schedulers to create a pure update at the end of the         month.        Export prog...
   Export progress (actual starts, actual finishes, percent completes)         from the new updated/revised schedule into...
Title goes here58                     scheduling.vc.pmi.org
59   scheduling.vc.pmi.org
   Copy the previous update and rename the file.        Import progress from the spreadsheet into the new file.60       ...
61   scheduling.vc.pmi.org
62   scheduling.vc.pmi.org
   Change the data date to reflect the new update data date.        Calculate the schedule.        Run a compare progra...
64   scheduling.vc.pmi.org
65   scheduling.vc.pmi.org
Comments    Progress should be analyzed first, leaving all other non-     progress changes for the bifurcation    Non-pr...
When Excel Export Fails   Sometimes the export fails repeatedly, especially with large schedules     – If so, use Global ...
Using Global Changes   Actualized activities in the future will skew results     – Use Global Changes to correct any RDs ...
Analysis Using P6   Primavera Project Management is more difficult to use with analysis bifurcating    the update     – M...
Analysis Using P6   Requires storing data in the UDF using the Update Options                                            ...
Forensic Schedule Analysis RP    This technique is covered in the AACE International     Recommended Practice No. 29R-03,...
Basic Methods: Observational, Dynamic 3.4. Dynamic – Contemporaneous “Split” (Bifurcated  Contemporaneous Period)   – App...
Update Schedule Validation       Recommendations    –    Assemble all officially submitted updates (or updates used to   ...
Basic Methods: Observational, Dynamic                 5.3 Source Data Reliability                   – How much is availab...
Basic Methods: Observational, Dynamic • 5.3 Use of analysis    –       What can this type of analysis conclude?        For...
The Schedule Notebook76                           scheduling.vc.pmi.org
The Schedule Notebook     o Old School Organizational Tool        o For the project scheduler, engineer or          projec...
The Schedule Notebook (cont.)        o Schedule Notebook Organization           o Three ring binder           o Tabs:     ...
Questions?79                scheduling.vc.pmi.org
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Use Of Schedule Logs 2012 Pmi Scop Conference

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Using the spreadsheet listing of schedule updates to maintain a database and support analysis.

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Use Of Schedule Logs 2012 Pmi Scop Conference

  1. 1. scheduling.vc.pmi.org
  2. 2. The Project Schedule Log:Charting the Project Path Mark Doran Paul Levin, PSP Chris Carson, PSP scheduling.vc.pmi.org
  3. 3. Author Biography – Mark Doran  Degree: – BS, Building Construction and Contracting Technology  University: – Purdue University  Years of Experience: – 25 years  Professional Field: – Construction Management, Administration and Consulting, Construction Claims Analysis and Expert Testimony with emphasis on scheduling and schedule analysis – Founding Partner of Contract Solutions LLC  Something you do not know about me: – Provide scheduling /claims seminars for Federal Publications Seminars. – Hobbies include golf and scuba diving. – Member: CMAA , ABC and ABA Construction Forum3 scheduling.vc.pmi.org
  4. 4. Author Biography – Paul Levin, PSP  Degree: – BSCE, MEA  University: – BSCE, University of Maryland – Masters in Engineering Administration, The George Washington University  Years of Experience: – 25 years  Professional Field: – Construction Management, Administration and Consulting. Focus on Project Controls and Scheduling. Primarily heavy construction. – Senior Schedule Engineer, Washington Metropolitan Area Transit Authority  Something you do not know about me: – Also involved as publisher, editor and writer on various construction subjects including claims, construction law, BIM, scheduling and project controls.4 – Hobbies include bicycles, motorcycles and one week of scheduling.vc.pmi.org black diamonds a year
  5. 5. Chris Carson, PSP, CCM, PMP  Corporate Director of Project Controls, Alpha Corporation – Responsible for standards, processes, and procedures for a team of schedulers, analysts, and project managers in multiple office locations, as well as analysis, work product, and testimony – Developed and manages the in-house project controls training program at Alpha  Certified as PMI PMP, AACE Planning & Scheduling Professional, CMAA Certified Construction Manager  University: University of Virginia, Mechanical Engineering, 1972  Professional Field: 38 years of experience in Construction Management Services specializing in Scheduling, Schedule Analysis, Estimating, Claims  Active in PMI (Project Management Institute) College of Scheduling – Vice President of Scheduling Excellence, Managing Director for SEI (Scheduling Excellence Initiative) writing Best Practices and Guidelines for Scheduling and Schedule Impact Analysis  Active in Association for the AACE International, Planning Planet, CMAA5 scheduling.vc.pmi.org 5
  6. 6. Introduction6 scheduling.vc.pmi.org
  7. 7. Three Topics Basic Schedule Log Dual Tracking Schedule Log Schedule Notebook7 scheduling.vc.pmi.org
  8. 8. Purpose of Schedule Logs Organizational Tool Management Tool Schedule Analysis Tool8 scheduling.vc.pmi.org
  9. 9. • Organizational Tool • Keep track of various schedules and baselines • Keep track of submissions and approvals9 scheduling.vc.pmi.org
  10. 10. Purpose of Schedule Logs • Management Tool • Track project’s progress (and cost) through time • Look for trends and patterns • Forecast where job is headed and make corrections10 scheduling.vc.pmi.org
  11. 11. Purpose of Schedule Logs • Analysis Tool • Overview of project history from scheduler’s perspective • List of schedules “of record” and approvals • Starting point for schedule-related claims • Identity patterns of changes from month to month11 scheduling.vc.pmi.org
  12. 12. Schedule Logs – Basic Format • Chart – table or spreadsheet o Basic project schedule data o Obtained from schedule software and payment data o Includes data required by contract’s schedule specifications12 scheduling.vc.pmi.org
  13. 13. Typical Schedule Specifications o Basic Schedule Clauses • Prepared by contractor • Baseline • Approved by owner • Monthly updates13 scheduling.vc.pmi.org
  14. 14. Typical Schedule Specifications • Basic Schedule Clauses (cont.) • AIA 201 • Consensus Docs (formerly AGC200) • EJCDC C-700 • Various public agency contract documents14 scheduling.vc.pmi.org
  15. 15. Typical Schedule Specifications • Advanced Requirements • Cost loading – schedule of values • Resource loading – man-hours15 scheduling.vc.pmi.org
  16. 16. Typical Schedule Specifications • Advanced Schedule Clauses (cont.) • Unified Facilities Guide Specifications (UFGS) as used by USACE, NAVFAC, AFCESA and NASA • VA, DOE, FBOP and DOE • Various state DOTs, public transit agencies • Private EPC contracts16 scheduling.vc.pmi.org
  17. 17. Typical Schedule Specifications o Other Select Requirements • Narrative – Description of progress, changes, job highlights, etc. • Specific reports (Critical Path, ES, EF) • ClaimDigger report • Copy of data file • Support for time extension requests17 scheduling.vc.pmi.org
  18. 18. The Construction Schedule Log o Project Controls Tool • Tracking • Analysis • Project Management18 scheduling.vc.pmi.org
  19. 19. Typical Schedule Specifications • Project Controls Tool o Administrative tracking tool o Useful for both Owner & Contractor o On-time schedule submittals o Timely approvals19 scheduling.vc.pmi.org
  20. 20. Typical Schedule Specifications • Project Controls Tool (cont.) o Three Basic Types • basic • detailed • dual-tracking20 scheduling.vc.pmi.org
  21. 21. Typical Schedule Specifications Project Controls Tool (cont.) o Basic21 scheduling.vc.pmi.org
  22. 22. Schedule Log o Project Identification Name or ID o Data Date of the Update o Project’s Planned Completion Date (includes time extensions) o Current Early Finish Date o Variance (Total Float) o Slip/Gain (Change in Total Float from prior period) o Number of Activities in the schedule update22 scheduling.vc.pmi.org
  23. 23. Schedule Log o Location of data file o Update Identification Number or Version o Date Submitted to Owner o Date Approved by Owner23 scheduling.vc.pmi.org
  24. 24. Schedule Log Basic Schedule Log (cont.) o Data from P3 Project Overview Screen:24 scheduling.vc.pmi.org
  25. 25. Schedule Log Project Controls Tool (cont.) o Detailed (Additional project data)25 o Percent complete for period and cumulative scheduling.vc.pmi.org o Number of activities on the critical (longest) path
  26. 26. Schedule Report Detailed Schedule Log (cont.) o Data from P3 Schedule Update (SureTrak similar):26 scheduling.vc.pmi.org
  27. 27. Detailed Schedule Log o Substantial amount of data available to include in report. (Considerations for a Recommended Practice.) o Data from P3 (for example, cost and resource data) o Data from 3rd party programs (ClaimDigger, Schedule Analyzer) o Data from Pay Applications, Daily Reports, Certified Payrolls, etc. o Labor hours planned o Actual labor hours o Work days planned o Actual work days o Earned value o Lost days due to weather27 scheduling.vc.pmi.org
  28. 28. Detailed Schedule Log • Use Excel to compute values for further analysis o Percent completes o Time gained or loss for the period o Planned vs actual manpower variance o Earned value o Schedule data, including added/deleted activities, durations, relationships and resources28 scheduling.vc.pmi.org
  29. 29. Schedule Analysis Tool • Perform quantitative and qualitative overview of the health and progress of the project. • Contractor progress versus planned • Identify trends; project performance • Identify and quantify changes and events • Reconcile schedule changes with scope changes29 scheduling.vc.pmi.org
  30. 30. Schedule Analysis Tool Schedule Update or Contract Net Time Gain Responsible Period Data Date SC Date Total Float Reason Filename Revision SC Date or Loss (cd) PartyBaseline 8/20/07 BOAC Baseline 7/22/2010 7/22/2010 0 0 1 7/7/08 B002 Revision 7/22/2010 8/24/2010 -33 33 steel erection & monumental stair shop dwgs Contractor 2 8/1/08 B003 Revision Schedule Log Reviews – Examples Level 1 7/22/2010 9/15/2010 -55 22 steel & SOD Contractor 3 9/2/08 B004 Revision 7/22/2010 9/24/2010 -64 ExampleLevel 2 9 SOD 1 Contractor o Note the continual trend of delays due to the same issue – Steel. o Notice how delays in shop drawings continued into the  installation of steel.   o Lost 3 months in 3 months – better get control of this work ASAP! 30 scheduling.vc.pmi.org
  31. 31. Schedule Analysis Tool • Schedule Log Reviews – Example 2 Schedule Update or Contract Net Time Gain ResponsiblePeriod Data Date SC Date Total Float Reason Notes Filename Revision SC Date or Loss (cd) Party 3 9/2/08 B004 Revision 7/22/2010 9/24/2010 -64 9 SOD Level 2 Contractor ajdusted for OOS progress 4 10/1/08 B005 Revision 7/22/2010 8/31/2010 -40 (24) 1st Floor layout & HVAC rough-in; Fire Alarm Shop Dwgs Contractor Revised forecasted work sequences Electrical Riser Drawings, MEP Coordination Drawings, 5 11/3/08 B006 Revision 7/22/2010 8/30/2010 -39 (1) Contractor Revised forecasted work sequences Structural Steel & Concrete Placement 6 11/3/08 B007 Revision 7/22/2010 7/22/2010 0 (39) Structural Steel fabrication: Elevator Submittals Contractor Revised forecasted work sequences Revised Dur activitiy 9910167; delete 7 1/1/09 B008 Revision 7/22/2010 7/22/2010 0 0 Elec/FA OHRI Lvel 1 & 2 Contractor Preds for 3015200 8 2/2/09 B009 Revision 7/22/2010 7/22/2010 0 0 Masonry Walls at Mech Spaces levels 1-4. Contractor Revised forecasted work sequences o Note the continual trend of schedule recovery.. Or is it? o Notice that the schedule recovery is actually “forecasted recovery” in the future  based on revised, planned work sequences. o Be aware of “masking” of delays by revising future durations or work sequences  that have not been proven, yet! o This type of schedule “recovery” can shift the critical path without actually  resolving the issues that has/is delaying the Project, this can also shift the  perceived critical path (and delays) to a different party (ie. Owner/,designer,  etc.)  31 scheduling.vc.pmi.org
  32. 32. Schedule Analysis Tool • Schedule Log Reviews – Example 3 8 2/2/09 B009 Revision 7/22/2010 7/22/2010 0 0 Masonry Walls at Mech Spaces levels 1-4. Contractor negative progress on South CW Shop dwgs; lack of 9 3/2/09 B010 Revision 7/22/2010 10/27/2010 -97 97 progress OHRI on lvl 4; lack of Progress on Pavilion CW Contractor fab o Note the delay of more than 30 days in one month o Negative progress can be for items of failed work that needs to be  removed and re‐installed; disapproved shop drawings that had been  assigned progress in previous updates, etc.32 scheduling.vc.pmi.org
  33. 33. Schedule Analysis Tool • Schedule Log Reviews – Example 4 Contract Net Time Gain Responsible SC Date Total Float Reason SC Date or Loss (cd) Party Submittal/Rev/approve South CW Shops sooner; 10th floor 7/22/2010 9/15/2010 -55 (82) Contractor floating slab slipped 1 wk. Lack of progress on Fab/Del Initial Del South CW; Lack of 7/22/2010 10/8/2010 -78 23 Contractor progress Int & perim CMU Flr 10. One day slippage on Fab & Del South CW resulted in 3cd 7/22/2010 10/11/2010 -81 3 Contractor schedule slippage. 7/22/2010 1/6/2011 -168 87 Lack of Progress South Curtainwall Contractor Lack of progress prep & Build Chamber ATI S Curtainwall; 7/22/2010 2/3/2011 -196 28 Contractor Lack of progress on Fab/Del Initial Del South CW. 3 wek slippage to prep & Build Chamber ATI S Curtainwall; 7/22/2010 3/3/2011 -224 28 Contractor 3 week slippag on Fab/Del Initial Del South CW. 7/22/2010 3/8/2011 -229 5 Prep & Build ATI S CW; South CW Fab Contractor o Note the pervasive delays to the same issue – South Curtainwall  design and mock‐up/testing at ATI.  How could you prevent this on your  project?33 scheduling.vc.pmi.org
  34. 34. Delay Analysis Organization with the Schedule Log  Review Project and Case Background – Example • General Contractor client – DBB delivery • Construction of new high school • Disputed issues summary – Foundation problems – Slow shop drawing submittals – Pre-engineered building problems – Contractor production problems – IT re-design issues – Utility changes34 scheduling.vc.pmi.org
  35. 35. Delay Analysis Organization with the Schedule Log • Review Project and Case Background – Availability & legitimacy of baseline & updates • Baseline approved • Monthly updates produced, no response about approvals – Availability & legitimacy of documents • Daily field reports reasonably detailed • Meeting minutes haphazard • Correspondence file light • RFI, Change Estimate and Change Order logs available • Monthly invoices available • Several TIAs submitted contemporaneously35 scheduling.vc.pmi.org
  36. 36. Delay Analysis Organization with the Schedule Log • Schedule Log Chron Activity Critical Update Window Project Remain. File Name Start Date Data Date Early Finish Cum Delay Notes Order Count Activities Size (cd) Duration (cd) Time (cd) 6-Jul-09 15-Apr-09 15-Apr-09 26-Jul-10 578 29 0 N/A 467 467 baseline DC 2003 6-Jul-09 15-Apr-09 15-Apr-09 26-Jul-10 580 83 0 N/A 467 467 revised baseline DC Hodges 03 16-Jul-08 15-Apr-09 16-Jul-09 10-Aug-10 578 61 10 92 482 390 Revised baseline (Zero Progress) 9-Mar-09 15-Apr-09 15-Apr-09 26-Jul-10 571 50 0 N/A 467 467 Baseline Revisions DC 03 15-Apr-09 15-Apr-09 15-Apr-09 26-Jul-10 571 50 0 N/A 467 467 Baseline Final 1 15-Apr-09 1-May-09 N/A #VALUE! 16 #VALUE! DESIGN 8 8 Design Issues Schedule 19-Oct-09 15-Apr-09 19-Oct-09 29-Sep-10 571 112 65 171 532 345 Update October 19, 2009 2 4-Dec-09 15-Apr-09 4-Dec-09 571 91 46 558 325 Update December 04, 2009 3 25-Oct-10 133 Update December 04, 2009, with 4-Dec-09 15-Apr-09 4-Dec-09 9-Dec-10 571 221 136 0 603 370 Glenwood 3 21-Jan-10 15-Apr-09 21-Jan-10 15-Dec-10 571 212 142 48 609 328 January Update 2010 4 15-Apr-09 571 154 41 621 299 5 3-Mar-10 3-Mar-10 27-Dec-10 213 February Update 2010 15-Apr-09 571 154 77 621 222 6 19-May-10 19-May-10 27-Dec-10 127 May update 2010 15-Apr-09 571 133 44 600 157 7 2-Jul-10 2-Jul-10 6-Dec-10 134 June Update 2010 15-Apr-09 571 144 26 611 142 8 28-Jul-10 28-Jul-10 17-Dec-10 185 July Update 2010 15-Apr-09 28-Jul-10 172 0 639 170 IT 14-Jan-11 577 185 IT Claim with July Update 15-Apr-09 571 199 65 534 266 9 1-Oct-10 1-Oct-10 10-Feb-11 113 September Update 2010 15-Apr-09 3-Oct-10 227 2 694 158 TANK 10-Mar-11 576 114 Day Tank Claim with Sept Update 15-Apr-09 571 213 31 680 113 10 3-Nov-10 3-Nov-10 24-Feb-11 82 October Update 2010 15-Apr-09 571 219 37 686 82 11 10-Dec-10 10-Dec-10 2-Mar-11 62 November Update 2010 15-Apr-09 571 210 67 677 6 12 15-Feb-11 15-Feb-11 21-Feb-11 18 January Update 2011 15-Apr-09 571 256 31 723 21 13 18-Mar-11 18-Mar-11 8-Apr-11 6 February Update 2011 15-Apr-09 571 295 39 762 21 14 26-Apr-11 26-Apr-11 17-May-11 6 March/April Update 201136 scheduling.vc.pmi.org
  37. 37. Delay Analysis Organization with the Schedule Log • Schedule LogChron Activity Critical Update Window Project Remain. File Name Start Date Data Date Early Finish Cum Delay NotesOrder Count Activities Size (cd) Duration (cd) Time (cd) 6-Jul-09 15-Apr-09 15-Apr-09 26-Jul-10 578 29 0 N/A 467 467 baseline DC 2003 580 83 0 N/A 6-Jul-09 15-Apr-09 15-Apr-09 26-Jul-10 467 467 revised baseline DC Hodges 03 578 61 92 16-Jul-08 15-Apr-09 16-Jul-09 10-Aug-10 10 482 390 Revised baseline (Zero Progress) 9-Mar-09 50 0 N/A 15-Apr-09 15-Apr-09 26-Jul-10 571 467 467 Baseline Revisions DC 03 50 0 N/A 1 15-Apr-09 15-Apr-09 15-Apr-09 26-Jul-10 571 467 467 Baseline Final #VALUE! 16 DESIGN 15-Apr-09 1-May-09 N/A 8 8 #VALUE! Design Issues Schedule 2 19-Oct-09 4-Dec-09 15-Apr-09 19-Oct-09 4-Dec-09 29-Sep-10 Note – Activity Count does not change within 571 112 65 91 171 46 532 345 Update October 19, 2009 15-Apr-09 571 558 325 Update December 04, 2009 3 25-Oct-10 updates 133 4-Dec-09 15-Apr-09 4-Dec-09 9-Dec-10 571 221 136 0 603 370 Update December 04, 2009, with Glenwood 3 21-Jan-10 21-Jan-10 15-Dec-10 212 142 48 4 15-Apr-09 571 609 328 January Update 2010 154 41 5 3-Mar-10 15-Apr-09 3-Mar-10 27-Dec-10 571 213 621 299 February Update 2010 154 77 6 19-May-10 15-Apr-09 19-May-10 27-Dec-10 571 127 621 222 May update 2010 133 44 7 2-Jul-10 15-Apr-09 2-Jul-10 6-Dec-10 571 134 600 157 June Update 2010 144 26 8 28-Jul-10 15-Apr-09 28-Jul-10 17-Dec-10 571 185 611 142 July Update 2010 172 0 IT 15-Apr-09 28-Jul-10 14-Jan-11 577 185 639 170 IT Claim with July Update 199 65 9 1-Oct-10 15-Apr-09 1-Oct-10 10-Feb-11 571 113 534 266 September Update 2010 227 2 TANK 15-Apr-09 3-Oct-10 10-Mar-11 576 114 694 158 Day Tank Claim with Sept Update 213 31 10 3-Nov-10 15-Apr-09 3-Nov-10 24-Feb-11 571 82 680 113 October Update 2010 219 37 11 10-Dec-10 15-Apr-09 15-Apr-09 10-Dec-10 2-Mar-11 571 571 62 Schedule generates a Cumulative Delay 210 67 686 677 82 6 November Update 2010 12 15-Feb-11 15-Feb-11 21-Feb-11 18 January Update 2011 13 18-Mar-11 15-Apr-09 18-Mar-11 8-Apr-11 571 6 Chart 256 31 723 21 February Update 2011 295 39 14 26-Apr-11 15-Apr-09 26-Apr-11 17-May-11 571 6 762 21 March/April Update 2011 37 scheduling.vc.pmi.org
  38. 38. Delay Analysis Organization with the Schedule Log • Add Columns to Schedule Log for Delays38 scheduling.vc.pmi.org
  39. 39. Delay Analysis Organization with the Schedule Log • Chart Cumulative Delays directly from Schedule Log39 scheduling.vc.pmi.org
  40. 40. Delay Analysis Organization with the Schedule Log  Chart Cumulative Delays – Overlay known delay event timeframes40 scheduling.vc.pmi.org
  41. 41. Delay Analysis Organization with the Schedule Log  Chart Cumulative Delays – Label known delay timeframes41 scheduling.vc.pmi.org
  42. 42. Delay Analysis Organization with the Schedule Log  Annotate Cumulative Delays Period of possible concurrent submittal problems42 scheduling.vc.pmi.org
  43. 43. Delay Analysis Organization with the Schedule Log  Chart Cumulative Delays – Note any general issues/concerns Shows two schedules with same data date & different EF datesCould be acceleration or mistake, but worthy of investigation?43 scheduling.vc.pmi.org
  44. 44. Delay Analysis Organization with the Schedule Log  Chart Cumulative Delays – Identify specific delay/acceleration concerns No overall delay due to IT design44 scheduling.vc.pmi.org
  45. 45. Delay Analysis Organization with the Schedule Log  Chart Cumulative Delays – Identify specific delay/acceleration concerns Period of possible concurrent production problems45 scheduling.vc.pmi.org
  46. 46. Delay Analysis Organization with the Schedule Log Delay Analysis Organization with the Schedule Log Period of possible concurrent production problems No overall delay due to IT design Period of possible concurrent submittal problems Shows two schedules with same data date & different EF dates Chart Cumulative Delays 46 scheduling.vc.pmi.org
  47. 47. Delay Analysis Organization with the Schedule Log  Chart Cumulative Delays – Only provides simplified overview for discussion • Shows schedule results with no research – Can show if analysis will be dealing with simple delay – Helps expose more complicated analysis needs • Acceleration/mitigation • Concurrency • Disruption? – Also helps quickly point out “normal” production for use in Measured Mile analysis of disruption47 scheduling.vc.pmi.org
  48. 48. Delay Analysis Organization with the Schedule Log  Another Example of Annotated Cumulative Delay Chart48 scheduling.vc.pmi.org
  49. 49. Delay Analysis Organization with the Schedule Log  Another Example of Annotated Cumulative Delay Chart49 scheduling.vc.pmi.org
  50. 50. Dual-Tracking Schedule Update50 scheduling.vc.pmi.org
  51. 51. Dual-Tracking Schedule Log o Background – Shortcomings of traditional update specs. o Do not require pure update o Do not require comparison of actual progress to planned progress o Do not promote accountability to meet the reported plan o Do not promote accountability report actual sequencing51 scheduling.vc.pmi.org
  52. 52. Dual-Tracking Schedule Log o Background – Idea of dual-tracking, or dual-update o Engaged to help develop and implement a scheduling and monitoring specification tool by the Federal Bureau of Prisons (FBOP) in ~ 2001 and the GSA in ~ 2002 o Experience from the “Big Dig” provided basis52 scheduling.vc.pmi.org
  53. 53. Dual-Tracking Schedule Log (Cont.) o Background – First started using on United States Federal Courthouse in Youngstown, OH. o Utilized by GSA Region 5 starting in ~ 2002 o Generally required by the GSA national scheduling specifications for major capital projects since ~ 200353 scheduling.vc.pmi.org
  54. 54. Dual-Tracking Schedule Log (Cont.) o Background – Key factors for success o Provides timely, accurate, relevant information to make informed business decisions regarding time, money, and claims o Provides focus and accountability on the responsible parties to solve issues quickly and timely, and provides a historical record of critical paths and near critical paths54 scheduling.vc.pmi.org
  55. 55. Dual-Tracking Schedule Log (Cont.) o Result is a schedule log with two lines per update that highlights differences between two and provides a more accurate representation of project schedule status. o Provides focus on the results of revisions incorporated into schedule updates. Cumulative Schedule Update or Contract Time Gain or Net Time Gain Responsible Period Data Date SC Date Time Gain or Reason Notes Filename Revision SC Date Loss (cd) or Loss (cd) Party LossBaseline 8/20/07 BOAC Baseline 7/22/2010 7/22/2010 0 0 0 1 7/7/08 CS02 Update 7/22/2010 12/22/2010 153 steel erection & monumental stair shop dwgs Contractor 1 7/7/08 B002 Revision 7/22/2010 8/24/2010 (120) 33 33 logic revision for Mon Stair SDs Contractor forecasted recovery 2 8/1/08 CS03 Update 7/22/2010 9/10/2010 17 steel & SOD Level 1 Contractor added a crew restraint for Electrical SOD Rough in Floor 2 this crew restraint was not in the 2 8/1/08 B003 Revision 7/22/2010 9/15/2010 5 22 55 Contractor Part A to be dependant on Floor 1 Part B baseline schedule BOAC 3 9/2/08 CS04 Update 7/22/2010 9/29/2010 14 SOD Level 2 Contractor 3 9/2/08 B004 Revision 7/22/2010 9/24/2010 (5) 9 64 Logic revision Contractor ajdusted for OOS progress 4 10/1/08 CS05 Update 7/22/2010 11/12/2010 49 1st Floor layout & HVAC rough-in; Fire Alarm Shop Dwgs Contractor 4 10/1/08 B005 Revision 7/22/2010 8/31/2010 (73) (24) 40 Logic revision Contractor Revised forecasted work sequences Electrical Riser Drawings, MEP Coordination Drawings, 5 11/3/08 CS06 Update 7/22/2010 9/22/2010 22 Contractor Structural Steel & Concrete Placement 5 11/3/08 B006 Revision 7/22/2010 8/30/2010 (23) (1) 39 Logic revision to Coordination Dwg Submittals Contractor Revised forecasted work sequences 6 11/3/08 P007 Update 7/22/2010 9/27/2010 28 Structural Steel fabrication: Elevator Submittals Contractor Recovery schedule revised work sequences HVAC; OHRI; 6 11/3/08 B007 Revision 7/22/2010 7/22/2010 (67) (39) 0 Contractor Revised forecasted work sequences Elevators 7 1/1/09 CS08 Update 7/22/2010 7/28/2010 6 Elec/FA OHRI Lvel 1 & 2 Contractor Revised Dur activitiy 9910167; delete 7 1/1/09 B008 Revision 7/22/2010 7/22/2010 (6) 0 0 Logic revision Contractor Preds for 3015200 8 2/2/09 CS09 Update 7/22/2010 8/11/2010 20 Masonry Walls at Mech Spaces levels 1-4. Contractor 8 2/2/09 B009 Revision 7/22/2010 7/22/2010 (20) 0 0 Logic revisions for OOS & Mech OHRI. Contractor Revised forecasted work sequences 55 scheduling.vc.pmi.org
  56. 56.  There is a simple way for schedulers to create a pure update at the end of the month. Export progress (actual starts, actual finishes, percent completes) from the new updated/revised schedule into a spreadsheet. Copy the previous update and rename the file. Import progress from the spreadsheet into the new file. Change the data date to reflect the new update data date. Calculate the schedule. Run a compare program (Digger) to ensure no other revisions are included in the pure update except for actual starts, actual finishes and percent complete. 56 scheduling.vc.pmi.org
  57. 57.  Export progress (actual starts, actual finishes, percent completes) from the new updated/revised schedule into a spreadsheet.57 scheduling.vc.pmi.org
  58. 58. Title goes here58 scheduling.vc.pmi.org
  59. 59. 59 scheduling.vc.pmi.org
  60. 60.  Copy the previous update and rename the file.  Import progress from the spreadsheet into the new file.60 scheduling.vc.pmi.org
  61. 61. 61 scheduling.vc.pmi.org
  62. 62. 62 scheduling.vc.pmi.org
  63. 63.  Change the data date to reflect the new update data date.  Calculate the schedule.  Run a compare program (Digger) to ensure no other revisions are included in the pure update except for actual starts, actual finishes and percent complete.63 scheduling.vc.pmi.org
  64. 64. 64 scheduling.vc.pmi.org
  65. 65. 65 scheduling.vc.pmi.org
  66. 66. Comments Progress should be analyzed first, leaving all other non- progress changes for the bifurcation Non-progress revisions include: – Addition or deletion of activities. – Split or combined activities, using new activity IDs. – Addition or deletion of logic links. – Changes to lag value or logic links. – Addition, deletion or changes to constraints. – Changes to OD. – Increase in RD such that RD becomes greater than OD. – Changes to calendar assignments. – Changes to holiday assignments within a pre-existing calendar. scheduling.vc.pmi.org
  67. 67. When Excel Export Fails Sometimes the export fails repeatedly, especially with large schedules – If so, use Global Changes to import data • Actual Start dates • Actual Finish dates • Remaining Duration scheduling.vc.pmi.org
  68. 68. Using Global Changes Actualized activities in the future will skew results – Use Global Changes to correct any RDs made to activities not actualized (done by mistake fairly often) – Don’t forget to change the Data Date for the next update scheduling.vc.pmi.org
  69. 69. Analysis Using P6 Primavera Project Management is more difficult to use with analysis bifurcating the update – May still be done using User Defined Fields (UDF) scheduling.vc.pmi.org
  70. 70. Analysis Using P6 Requires storing data in the UDF using the Update Options scheduling.vc.pmi.org
  71. 71. Forensic Schedule Analysis RP  This technique is covered in the AACE International Recommended Practice No. 29R-03, Forensic Schedule Analysis – Separates progress in each update – Relies upon validity of both as-built and as-planned portions of schedule – Initial conclusions are drawn from the schedule, which can be misleading • Critical that research is done to verify schedule conclusions scheduling.vc.pmi.org
  72. 72. Basic Methods: Observational, Dynamic 3.4. Dynamic – Contemporaneous “Split” (Bifurcated Contemporaneous Period) – Applicable on complicated projects – Uses contemporaneous updates as new baselines – The “split” separates Logic changes from Actual Progress scheduling.vc.pmi.org
  73. 73. Update Schedule Validation Recommendations – Assemble all officially submitted updates (or updates used to manage project) – Review consistency of as-built actual dates on an activity basis from update to update, verify with documentation – Review validity of as-planned portion of schedule – Verify consistency of calculation mode from update to update (RL/PO) – Document & provide basis for all schedule changes affecting the Longest Path or CP – If possible, check RD & %C for accuracy scheduling.vc.pmi.org
  74. 74. Basic Methods: Observational, Dynamic  5.3 Source Data Reliability – How much is available?Source Schedules or METHOD Data 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8Baseline Schedule Need Need Need NeedSchedule Updates Need NeedAs-Built Record Need Need Need Need scheduling.vc.pmi.org
  75. 75. Basic Methods: Observational, Dynamic • 5.3 Use of analysis – What can this type of analysis conclude? Forensic Use of METHOD Analysis 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8 Non-Compensable OK OK OK OK OK OK OK OK Time Extension Compensable Delay OK OK OK OK OK OK Right to Finish Early OK Compensable Delay Entitlement to Early OK OK OK OK OK OK OK OK Completion Bonus Disruption Without OK OK OK OK OK OK OK Project Delay Constructive OK OK OK Acceleration scheduling.vc.pmi.org
  76. 76. The Schedule Notebook76 scheduling.vc.pmi.org
  77. 77. The Schedule Notebook o Old School Organizational Tool o For the project scheduler, engineer or project manager o Solely a reference to: o Look up schedule status o Have specs and other authoritative data handy o Place to keep schedule log o Place to keep current schedule(s)77 scheduling.vc.pmi.org
  78. 78. The Schedule Notebook (cont.) o Schedule Notebook Organization o Three ring binder o Tabs: o Award/NTP (official documents) o Contract Milestones (from specs and drawings) o Schedule Specification o Schedule Log o Baseline (Original + any recovery schedule baselines) o Updates (As room allows; including narratives. Include at least a longest path report.) o Project Control Reports o Other/Notes78 scheduling.vc.pmi.org
  79. 79. Questions?79 scheduling.vc.pmi.org
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