Schedule quality – detailed analysis of the main metrics webinar
Tuesday 27 June 2017
presented by Franco Pittoni
organised by APM Planning, Monitoring and Control SIG
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Schedule quality – detailed analysis of the main metrics webinar, 27 June 2017
1. Schedule Quality
Detailed analysis of the main metrics
Franco Pittoni
Director FP Opera
BIM & Project Controls
franco.pittoni@fpopera.com
https://www.thepif.org/
07812737559
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2. Introduction to the webinar
Why is Schedule Quality important?
Continuation of Schedule Quality presentation
Intended for a different audience
Only some “metrics” will be analysed
Lack of universal agreement on measurement methods
Focus on essential metrics
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4. Schedule Quality definition
A definition of a Schedule Quality could be:
It provides all the main elements of information
required to manage a project
The information must be reliable and traceable
All the elements of information must be promptly
available
Data must be structured according to the audience
that is going to utilize it
5. SQ Metrics Sets
The Acumen Fuse “Schedule Quality” index
The DCMA 14 Point assessment
NASA Health Check
GAO (Government Accountability Office) Guide
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6. SQ Metrics Sets – cont’d
NASA Health Check:
Schedule Status
Task and Milestone Count
Integrity Indicators
Constraints
Total constraints
Start no Earlier Than
Start No Later than
Finish No Earlier Than
Finish No Later Than
Must Start On
Must Finish On
As Late As Possible
Deadlines
Mandatory Start
Mandatory finish
Additional Schedule Information 6
12. Main differences
Applicability
– Fuse metrics apply to ALL activities
– DCMA 14PA metrics apply to TOTAL activities
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In progress & not started
tasks
Completed tasks
13. Main differences – cont’d
Thresholds
Example: number of Leads (aka negative Lags)
– Fuse suggests that some improvements may be required up to 50% of
all activities are linked with Leads.
– DCMA 14PA does not accept any lead.
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14. Main Differences – cont’d
Example: high duration – insufficient detail
– Fuse : < 5% of activities with duration longer that 10% of the Project
duration.
– DCMA: < 5% of activities with duration longer that 2 months.
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15. Main Differences – cont’d
Example: 4 year duration – 600 activities
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Year 1 Year 2 Year 3 Year 4
Fuse
5% of 600 = 30 activities
Duration > 4.8 months (10% of 4 years)
DCMA:
5% of 600 = 30 activities (assuming that work has not started)
Duration > 2 months
The Fuse threshold is 2.4 times the DCMA one!
16. The essential elements of a Schedule
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Activities (all types)
Dependencies (FS-SS-FF-SF)
Lags and Leads
Constraints
Calendars
Resources
17. Dependencies
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This metric addresses two aspects:
Their existence (Open Ends, Open Start or Finish)
Fuse & DCMA threshold: Open Ends < 5%
Types in use (FS-SS-FF-SF)
Fuse & DCMA threshold: FS >90%
22. Dependencies types (FS-SS-FF-SF)
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Still a widely debated topic
Closely related to the use of Lags and Leads
Many combinations of Activities Types,
Dependencies Type and Lags-Leads exist
23. Dependencies types (FS-SS-FF-SF)
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Dependency
type
Activity type Positive Lag
Negative Lag
(Lead)
FS Normal X X
Start Milestone X X
Finish Milestone X X
Level of Effort X X
SS Normal X X
Start Milestone X X
Finish Milestone X X
Level of Effort X X
FF Normal X X
Start Milestone X X
Finish Milestone X X
Level of Effort X X
SF Normal X X
Start Milestone X X
Finish Milestone X X
Level of Effort X X
24. Some examples of improper use of
dependencies and Lags-Leads
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Lag
Sometime used to delay the
Start of the successor
Sometime used to indicate hidden
activities (concrete curing)
Result of continuous increase of
the Lead value beyond the
predecessor’s duration value
Lag
Lead
28. Constraints – main differences
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Terminology
Hard
Soft
How they work?
Is the Total Float affected?
Are the dates affected?
29. Constraints – terminology
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Fuse SQ index
Hard-Soft type
H Mandatory Finish
H Mandatory Start
H Must Finish on
H Must Start On
H Start And Finish
S As Late As Possible
S Finish On
S Finish On or After
S Start On or After
S Start On or Before
Original DCMA documentation
Hard-Soft type
H Finish-No-Later Than (FNLT)]
H Must-Finish-On (MFO)
H Must-Start-On (MSO)
H Start-No-Later-Than (SNLT)
S As-Soon-As-Possible (ASAP)
S Finish-No-Earlier-Than (FNET)
S Start-No-Earlier-Than (SNET)
P6
Hard-Soft type
H Mandatory Finish
H Mandatory Start
S As Late As Possible
S Finish On
S Finish On or After
S Finish On or Before
S Start On
S Start On or After
S Start On or Before
Theresa May = Share My Tea
31. Impact of 1 broken relationship
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Item Original
Schedule
Modified
Schedule
Difference
(value and %)
Overall duration 517 days 422 days 95 days – 18%
Number of relationships:
• Original Schedule 93
• Modified Schedule 92
• Difference : 1 / 93 = 1.08%
Would anybody like to be the PM of a Project that adopts the
modified schedule as a baseline?
32. Acumen Fuse vs DCMA 14PA scores
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Acumen Fuse Index
DCMA 14PA
33. A real example (from the real world)
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The Fuse and DCMA PA scores:
Substantial difference in value of the two scoring systems (70% vs 23%)
Obvious systematic use of Lags (289 activities – 511 Lags)
Obvious systematic use of Relationships types different from FS
……..
Substantial amount of work required to improve this schedule
The risk of executing the works using this version of the schedule is high.
An expert assessment is required.
35. Conclusions
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Many metrics identify what is missing or what exist
What exists is not necessarily correct
The 80-20 rule may lead to very dangerous conclusions
Other elements, not included in tools, are responsible
for SQ
36. Conclusions – cont’d
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Universally recognised SQ measurement methodology not
in place
Each organisation should establish non-negotiable rules
and limits
A high quality schedule is still a necessary tool, which
supports management decisions
High SQ = experienced Planner + smart tools
37. Final recommendations
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Please contribute to the success of the Projects and
Programmes you are involved in!
Do not hide what you know is not correct
Sooner or later your work will be respected
You will certainly have more fun!