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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
1
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
2
Webinar frame
3
CPM
(Critical Path Method)
Deterministic
Critical Chain
Last Planner
Risk Analysis
Rolling wave
Planning
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
SQ Metrics Sets
 The Acumen Fuse “Schedule Quality” index
 The DCMA 14 Point assessment
 NASA Health Check
 GAO (Government Accountability Office) Guide
5
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
Confusion and desperation!
7
Selected metrics sets
8
DCMA 14 Point Assessment Acumen Fuse
1. Logic 1. Missing Logic
2. Leads 2. Logic Density™
3. Lags 3. Critical
4. Relationship Types 4. Hard Constraints
5. Hard Constraints 5. Negative Float
6. High Float 6. Insufficient Detail™
7. Negative Float 7. Number of Lags
8. High Duration 8. Number of Leads
9. Invalid Dates 9. Merge Hotspot
10. Resources
11. Missed Tasks
12. Critical Path Test
13. Critical Path Length Index (CPLI)
14. Baseline Execution Index (BEI)
Something in common!
9
DCMA 14 Point Assessment Acumen Fuse
1. Logic 1. Missing Logic
2. Leads 2. Logic Density™
3. Lags 3. Critical
4. Relationship Types 4. Hard Constraints
5. Hard Constraints 5. Negative Float
6. High Float 6. Insufficient Detail™
7. Negative Float 7. Number of Lags
8. High Duration 8. Number of Leads
9. Invalid Dates 9. Merge Hotspot
10. Resources
11. Missed Tasks
12. Critical Path Test
13. Critical Path Length Index (CPLI)
14. Baseline Execution Index (BEI)
Only 6 metrics….much better!
10
DCMA 14 Point Assessment Acumen Fuse
1. Logic 1. Missing Logic
2. Leads 4. Hard Constraints
3. Lags 5. Negative Float
5. Hard Constraints 6. Insufficient Detail™
7. Negative Float 7. Number of Lags
8. High Duration 8. Number of Leads
Similar ….not identical
11
Main differences
 Applicability
– Fuse metrics apply to ALL activities
– DCMA 14PA metrics apply to TOTAL activities
12
In progress & not started
tasks
Completed tasks
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.
13
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.
14
Main Differences – cont’d
Example: 4 year duration – 600 activities
15
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!
The essential elements of a Schedule
16
 Activities (all types)
 Dependencies (FS-SS-FF-SF)
 Lags and Leads
 Constraints
 Calendars
 Resources
Dependencies
17
 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%
Logically correct schedule (no open ends)
18
Apparently incorrect schedule
19
Project B
Project A
Project C
Open Start
20
FF + 10 days
10 days
FF + 10 days
10 days
Data Date
Open Finish
21
SS + 10 days
10 days
Project Finish
SS + 10 days
10 days
Dependencies types (FS-SS-FF-SF)
22
 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
Dependencies types (FS-SS-FF-SF)
23
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
Some examples of improper use of
dependencies and Lags-Leads
24
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
Constraints
25
Mrs. CPM Mr. Constraint
Mr. C. attempts to prevent the schedule from being
logic-driven.
Hard Constraints
26
Mandatory
Finish
Soft Constraints
27
Finish On
Constraints – main differences
28
 Terminology
 Hard
 Soft
 How they work?
 Is the Total Float affected?
 Are the dates affected?
Constraints – terminology
29
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
A real example (P6 sample Project)
30
Impact of 1 broken relationship
31
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?
Acumen Fuse vs DCMA 14PA scores
32
 Acumen Fuse Index
 DCMA 14PA
A real example (from the real world)
33
 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.
What is really important?
34
Conclusions
35
 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
Conclusions – cont’d
36
 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
Final recommendations
37
 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!
38
Franco Pittoni
franco.pittoni@fpopera.com
07812737559

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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 1
  • 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 2
  • 3. Webinar frame 3 CPM (Critical Path Method) Deterministic Critical Chain Last Planner Risk Analysis Rolling wave Planning
  • 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 5
  • 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
  • 8. Selected metrics sets 8 DCMA 14 Point Assessment Acumen Fuse 1. Logic 1. Missing Logic 2. Leads 2. Logic Density™ 3. Lags 3. Critical 4. Relationship Types 4. Hard Constraints 5. Hard Constraints 5. Negative Float 6. High Float 6. Insufficient Detail™ 7. Negative Float 7. Number of Lags 8. High Duration 8. Number of Leads 9. Invalid Dates 9. Merge Hotspot 10. Resources 11. Missed Tasks 12. Critical Path Test 13. Critical Path Length Index (CPLI) 14. Baseline Execution Index (BEI)
  • 9. Something in common! 9 DCMA 14 Point Assessment Acumen Fuse 1. Logic 1. Missing Logic 2. Leads 2. Logic Density™ 3. Lags 3. Critical 4. Relationship Types 4. Hard Constraints 5. Hard Constraints 5. Negative Float 6. High Float 6. Insufficient Detail™ 7. Negative Float 7. Number of Lags 8. High Duration 8. Number of Leads 9. Invalid Dates 9. Merge Hotspot 10. Resources 11. Missed Tasks 12. Critical Path Test 13. Critical Path Length Index (CPLI) 14. Baseline Execution Index (BEI)
  • 10. Only 6 metrics….much better! 10 DCMA 14 Point Assessment Acumen Fuse 1. Logic 1. Missing Logic 2. Leads 4. Hard Constraints 3. Lags 5. Negative Float 5. Hard Constraints 6. Insufficient Detail™ 7. Negative Float 7. Number of Lags 8. High Duration 8. Number of Leads
  • 12. Main differences  Applicability – Fuse metrics apply to ALL activities – DCMA 14PA metrics apply to TOTAL activities 12 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. 13
  • 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. 14
  • 15. Main Differences – cont’d Example: 4 year duration – 600 activities 15 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 16  Activities (all types)  Dependencies (FS-SS-FF-SF)  Lags and Leads  Constraints  Calendars  Resources
  • 17. Dependencies 17  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%
  • 18. Logically correct schedule (no open ends) 18
  • 20. Open Start 20 FF + 10 days 10 days FF + 10 days 10 days Data Date
  • 21. Open Finish 21 SS + 10 days 10 days Project Finish SS + 10 days 10 days
  • 22. Dependencies types (FS-SS-FF-SF) 22  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) 23 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 24 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
  • 25. Constraints 25 Mrs. CPM Mr. Constraint Mr. C. attempts to prevent the schedule from being logic-driven.
  • 28. Constraints – main differences 28  Terminology  Hard  Soft  How they work?  Is the Total Float affected?  Are the dates affected?
  • 29. Constraints – terminology 29 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
  • 30. A real example (P6 sample Project) 30
  • 31. Impact of 1 broken relationship 31 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 32  Acumen Fuse Index  DCMA 14PA
  • 33. A real example (from the real world) 33  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.
  • 34. What is really important? 34
  • 35. Conclusions 35  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 36  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 37  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!