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Back to Basics
Scheduling
Stephen Jones, Sellafield Ltd.
Chairman APM PMC SIG
Simon Taylor, HS2
Paul Kidston, Taylorwoodrow
Topics
 Planning Verses Scheduling
 Network Diagrams
 Dependencies
 Critical Path
 Gantt Charts
 Resources
 Levelling and Smoothing
Latest Book from APM
https://www.apm.org.uk/Planning-Monitoring-Scheduling-Control
APM
Members can
download pdf
for free.
Planning or Scheduling?
 What is the difference between Planning
and Scheduling?
Work Break Down Structure
Network Diagrams
Activity on Node Network
Network Diagrams
Activity on Arrow Network
Dependencies
 Finish-to-Start (FS) relationship
 Activity 2 cannot start until Activity 1 has
finished
Activity 1 Activity 2
Dependencies
 Start-to-Start (SS) relationship
 Activity 4 cannot start until Activity 3 has
started
Activity 3
Activity 4
Dependencies
 Finish-to-Finish (FF) relationship
 Activity 6 cannot Finish until Activity 5
has Finished
Activity 5
Activity 6
Dependencies
 Start-to-Finish (SF) relationship
 This is rarely used. Activity 8 cannot
finish until activity 7 has started
Activity 7 Activity 8
Lag and Lead
 Lag
 Activity 10 can only start 5 days after
Activity 9 starts
Activity
9
Activity
10
+ 5
Lag and Lead
 Lead is a negative lag
 Activity 12 can start 3 days before
Activity 11 finishes
Activity
11
Activity
12
-3
Creating a Network
 All activities should have a predecessor
and successor
 With the exception of the first and last
Predecessor Successor
Example of Network
Design
Manufacture Test
Assemble
Purchase Test
Which day does the project start?
Day One
Or
Day Zero
Both are correct
Network Analysis
 British Standard for the representation of
a Network Node (BS4335)
Dur.ES EF
ID Description
TFLS LF
ES= Earliest Start
Dur. = Duration
EF = Earliest Finish
LS = Latest Start
TF = Total Float
LF = Latest Finish
Earliest Start Time (EST)
 The earliest time by which an activity can start
EST is equal to the EFT of preceding activities
EFT
Predecessor
EST
Activity
Earliest Finish Time (EFT)
 The earliest time by which an activity can
finish
EFT = EST + Duration
Dur.EST EFT
Activity
Latest Start Time (LST)
 The latest time by which an activity can
start
LST = LFT - Duration
Dur.
Activity
LST LFT
Latest Finish Time (LFT)
 The latest time by which an activity can finish
LFT is equal to the LST of succeeding activities
Activity
LFT
Successor
LST
Forward Pass
 Early Finish = Early Start + Duration
Assumes Finish to Start links with no lag
8
Activity A
6
Activity B
7
Activity C
Dur.ES EF
ID Description
TFLS LF
210 8 8 14 14
8 + 6 = 140 + 8 = 8 14 + 7 = 21
If there are multiple Predecessors?
 Big Steps Forward
80 8
Activity A
Dur.ES EF
ID Description
TFLS LF
2
Activity C
100
Activity B
1010
 Late Start = Late Finish – Duration
Assumes Finish to Start links with no lag
68 14
Activity B
Backward Pass
80 8
Activity A
714 21
Activity C
Dur.ES EF
ID Description
TFLS LF
0 2114148
8 - 8 = 0 14 - 6 = 8 21 - 7 = 14
8
If there a multiple Successors?
 Little Steps Back
80 8
Activity A
00
Dur.ES EF
ID Description
TFLS LF
48 12
Activity B
08 12
18 9
Activity C
311 12
8
Float – also known as Slack
 Float is amount of time an activity can
be delayed (or extended) without
affecting the total project duration, i.e.
the end date.
Calculating Float
 Total Float = Late Finish – Early Finish
Assumes Finish to Start links with no lag
80 8
Activity A
0 8
68 14
Activity B
8 14
714 21
Activity C
14 21
Dur.ES EF
ID Description
TFLS LF
00 0
8 - 8 = 0 14 - 14 = 0 21 - 21 = 0
Free Float
 The amount of time an activity can be
delayed or extended without delaying the
start of the next or succeeding activity
less less
Early
Finish
Time
Early
Start
Time
Duration
Critical Path
 The critical path is the path through
activities with minimum float. This is
normally zero float
 It is the longest route through the activity
network
 There may be more than one critical path
 Any delays in critical activities will cause the
project to be delayed
6
Critical Path Example
1. Get
Dressed
2. Fill
Kettle
3. Boil
Water
4. Make
Tea
5. Get
Milk
6. Pour
Milk
7. Cook
Toast
8. Butter
Toast
9. Pour
Tea
10. Eat
Breakfast
5 1 6 2 1 5
3 1
1 1
0 5
5 8 8 9
5 6 6 7
5 6 12 12 14 14 15 15 20
0 5 5 6 6 12 12 14 14 15 15 20
15141411
14131312
0 0 0 0 0 0
6 6
7 7
14
0
5 8
5 6
5 6 12 14 15
0 5 6 12 14 15
11
1312
1
6 9
6 7 13 15 16
6 7
13 14
1 6 7 13 15 16
12 15
6
Start on Day 1
1. Get
Dressed
2. Fill
Kettle
3. Boil
Water
4. Make
Tea
5. Get
Milk
6. Pour
Milk
7. Cook
Toast
8. Butter
Toast
9. Pour
Tea
10. Eat
Breakfast
5 1 6 2 1 5
3 1
1 1
5
8 9
6 7
12 14 15 20
5 6 12 14 15 20
1514
1413
0 0 0 0 0 0
6 6
7 7
Gantt Charts
 A Gantt Chart is a simple form of Bar Chart
 Bar length indicates duration
 Tasks are usually positioned at earliest dates
showing any float at the end
 Shown with or without logic connections
 Can be rolled up into summary tasks and can
show milestones
Getting Up Gantt
1 201918172 3 4 5 6 7 8 9 10111213 151614
Minutes
ActivityLabel
1 Get Dressed
2 Fill Kettle
3 Boil Water
4 Make Tea
9 Pour Tea
5 Get Milk
7 Cook Toast
10 Eat Breakfast
6 Pour Milk
8 Butter Toast
Gantt Chart in MS Project
Gantt Chart with Critical Path
Milestones
 Milestones are shown as a diamond shape
 Milestone are used to record the anticipated
date an activity
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
1 1
2 2
3 3
4 4
5 5
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25
Period 1 Period 2 Period 3 Period 4 Period 5
Milestone Chart
A B C D E
Progress lines will remain straight until the completion dates are
reached. If work deviates from schedule, the progress line will
slope to show the revised estimated completion date
Resource
day
Activity 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
A 2 2 2 2
B 4 4 4 4 4 4
C 4 4 4 4 4
D 5 5 5
E 2 2 2 2 2
F 4 4 4 4 4
G 3 3 3
Resource
12
11 F F F
10 F F F
9 F F F
8 C C C C C F F F F
7 C C C C C F E E E
6 C C C C C F E E E F
5 C C C C C F D D D F
4 B B B B B B D D D F
3 B B B B B B D D D F G G G
2 A A A A B B B B B B D D D E E G G G
1 A A A A B B B B B B D D D E E G G G
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
day
Smoothing
 Assuming Time is limited
 It allows the activity to be arranged with
their float
 No Change to Project Duration
 Over demand may not be removed
requiring additional resource
12
11
10
9
8 C C C C C
7 C C C C C E E E F F F
6 C C C C C E E E F F F F F
5 C C C C C D D D F F F F F
4 B B B B B B D D D F F F F F
3 B B B B B B D D D F F G G G
2 A A A A B B B B B B D D D E E G G G
1 A A A A B B B B B B D D D E E G G G
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18
Example of Smoothed Histogram
Assume only 6 resource at our disposal.
 The start of activity F has been delayed.
Levelling
 Assumes resources are limited
 It allows the activity start times to be
delayed
 Over demand is removed
 Duration of the project may increase
12
11
10
9
8
7
6 E E E E E
5 D D D E E E E E
4 B B B B B B C C C C C D D D F F F F F
3 B B B B B B C C C C C D D D F F F F F G G G
2 A A A A B B B B B B C C C C C D D D F F F F F G G G
1 A A A A B B B B B B C C C C C D D D F F F F F G G G
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26
Example of Levelled Histogram
Assume only 6 resource at our disposal.
 All over demand has been removed
Get Involved
 Project Challenge 6th October 15
 Project Expo 13th October 15
 EVA21 on 16/6/16
 Events see www.apm.org
 Join a SIG, it’s free.
 Podcast / newsletters / discussion
Exams
 http://www.apmg-
international.com/en/qualifications/ProjectPlanningContro
l/Project_Planning_Control.aspx
 Or Search: APMG Planning Control
Questions
Contact us:
 Email pmcsig@apm.org.uk
 Twitter @apmpmcsig

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Back to basics scheduling Webinar

  • 1. Back to Basics Scheduling Stephen Jones, Sellafield Ltd. Chairman APM PMC SIG Simon Taylor, HS2 Paul Kidston, Taylorwoodrow
  • 2. Topics  Planning Verses Scheduling  Network Diagrams  Dependencies  Critical Path  Gantt Charts  Resources  Levelling and Smoothing
  • 3. Latest Book from APM https://www.apm.org.uk/Planning-Monitoring-Scheduling-Control APM Members can download pdf for free.
  • 4. Planning or Scheduling?  What is the difference between Planning and Scheduling?
  • 5. Work Break Down Structure
  • 8. Dependencies  Finish-to-Start (FS) relationship  Activity 2 cannot start until Activity 1 has finished Activity 1 Activity 2
  • 9. Dependencies  Start-to-Start (SS) relationship  Activity 4 cannot start until Activity 3 has started Activity 3 Activity 4
  • 10. Dependencies  Finish-to-Finish (FF) relationship  Activity 6 cannot Finish until Activity 5 has Finished Activity 5 Activity 6
  • 11. Dependencies  Start-to-Finish (SF) relationship  This is rarely used. Activity 8 cannot finish until activity 7 has started Activity 7 Activity 8
  • 12. Lag and Lead  Lag  Activity 10 can only start 5 days after Activity 9 starts Activity 9 Activity 10 + 5
  • 13. Lag and Lead  Lead is a negative lag  Activity 12 can start 3 days before Activity 11 finishes Activity 11 Activity 12 -3
  • 14. Creating a Network  All activities should have a predecessor and successor  With the exception of the first and last Predecessor Successor
  • 15. Example of Network Design Manufacture Test Assemble Purchase Test
  • 16. Which day does the project start? Day One Or Day Zero Both are correct
  • 17. Network Analysis  British Standard for the representation of a Network Node (BS4335) Dur.ES EF ID Description TFLS LF ES= Earliest Start Dur. = Duration EF = Earliest Finish LS = Latest Start TF = Total Float LF = Latest Finish
  • 18. Earliest Start Time (EST)  The earliest time by which an activity can start EST is equal to the EFT of preceding activities EFT Predecessor EST Activity
  • 19. Earliest Finish Time (EFT)  The earliest time by which an activity can finish EFT = EST + Duration Dur.EST EFT Activity
  • 20. Latest Start Time (LST)  The latest time by which an activity can start LST = LFT - Duration Dur. Activity LST LFT
  • 21. Latest Finish Time (LFT)  The latest time by which an activity can finish LFT is equal to the LST of succeeding activities Activity LFT Successor LST
  • 22. Forward Pass  Early Finish = Early Start + Duration Assumes Finish to Start links with no lag 8 Activity A 6 Activity B 7 Activity C Dur.ES EF ID Description TFLS LF 210 8 8 14 14 8 + 6 = 140 + 8 = 8 14 + 7 = 21
  • 23. If there are multiple Predecessors?  Big Steps Forward 80 8 Activity A Dur.ES EF ID Description TFLS LF 2 Activity C 100 Activity B 1010
  • 24.  Late Start = Late Finish – Duration Assumes Finish to Start links with no lag 68 14 Activity B Backward Pass 80 8 Activity A 714 21 Activity C Dur.ES EF ID Description TFLS LF 0 2114148 8 - 8 = 0 14 - 6 = 8 21 - 7 = 14 8
  • 25. If there a multiple Successors?  Little Steps Back 80 8 Activity A 00 Dur.ES EF ID Description TFLS LF 48 12 Activity B 08 12 18 9 Activity C 311 12 8
  • 26. Float – also known as Slack  Float is amount of time an activity can be delayed (or extended) without affecting the total project duration, i.e. the end date.
  • 27. Calculating Float  Total Float = Late Finish – Early Finish Assumes Finish to Start links with no lag 80 8 Activity A 0 8 68 14 Activity B 8 14 714 21 Activity C 14 21 Dur.ES EF ID Description TFLS LF 00 0 8 - 8 = 0 14 - 14 = 0 21 - 21 = 0
  • 28. Free Float  The amount of time an activity can be delayed or extended without delaying the start of the next or succeeding activity less less Early Finish Time Early Start Time Duration
  • 29. Critical Path  The critical path is the path through activities with minimum float. This is normally zero float  It is the longest route through the activity network  There may be more than one critical path  Any delays in critical activities will cause the project to be delayed
  • 30. 6 Critical Path Example 1. Get Dressed 2. Fill Kettle 3. Boil Water 4. Make Tea 5. Get Milk 6. Pour Milk 7. Cook Toast 8. Butter Toast 9. Pour Tea 10. Eat Breakfast 5 1 6 2 1 5 3 1 1 1 0 5 5 8 8 9 5 6 6 7 5 6 12 12 14 14 15 15 20 0 5 5 6 6 12 12 14 14 15 15 20 15141411 14131312 0 0 0 0 0 0 6 6 7 7
  • 31. 14 0 5 8 5 6 5 6 12 14 15 0 5 6 12 14 15 11 1312 1 6 9 6 7 13 15 16 6 7 13 14 1 6 7 13 15 16 12 15 6 Start on Day 1 1. Get Dressed 2. Fill Kettle 3. Boil Water 4. Make Tea 5. Get Milk 6. Pour Milk 7. Cook Toast 8. Butter Toast 9. Pour Tea 10. Eat Breakfast 5 1 6 2 1 5 3 1 1 1 5 8 9 6 7 12 14 15 20 5 6 12 14 15 20 1514 1413 0 0 0 0 0 0 6 6 7 7
  • 32. Gantt Charts  A Gantt Chart is a simple form of Bar Chart  Bar length indicates duration  Tasks are usually positioned at earliest dates showing any float at the end  Shown with or without logic connections  Can be rolled up into summary tasks and can show milestones
  • 33. Getting Up Gantt 1 201918172 3 4 5 6 7 8 9 10111213 151614 Minutes ActivityLabel 1 Get Dressed 2 Fill Kettle 3 Boil Water 4 Make Tea 9 Pour Tea 5 Get Milk 7 Cook Toast 10 Eat Breakfast 6 Pour Milk 8 Butter Toast
  • 34. Gantt Chart in MS Project
  • 35. Gantt Chart with Critical Path
  • 36. Milestones  Milestones are shown as a diamond shape  Milestone are used to record the anticipated date an activity
  • 37. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 1 1 2 2 3 3 4 4 5 5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 Period 1 Period 2 Period 3 Period 4 Period 5 Milestone Chart A B C D E Progress lines will remain straight until the completion dates are reached. If work deviates from schedule, the progress line will slope to show the revised estimated completion date
  • 38. Resource day Activity 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 A 2 2 2 2 B 4 4 4 4 4 4 C 4 4 4 4 4 D 5 5 5 E 2 2 2 2 2 F 4 4 4 4 4 G 3 3 3
  • 39. Resource 12 11 F F F 10 F F F 9 F F F 8 C C C C C F F F F 7 C C C C C F E E E 6 C C C C C F E E E F 5 C C C C C F D D D F 4 B B B B B B D D D F 3 B B B B B B D D D F G G G 2 A A A A B B B B B B D D D E E G G G 1 A A A A B B B B B B D D D E E G G G 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 day
  • 40. Smoothing  Assuming Time is limited  It allows the activity to be arranged with their float  No Change to Project Duration  Over demand may not be removed requiring additional resource
  • 41. 12 11 10 9 8 C C C C C 7 C C C C C E E E F F F 6 C C C C C E E E F F F F F 5 C C C C C D D D F F F F F 4 B B B B B B D D D F F F F F 3 B B B B B B D D D F F G G G 2 A A A A B B B B B B D D D E E G G G 1 A A A A B B B B B B D D D E E G G G 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 Example of Smoothed Histogram Assume only 6 resource at our disposal.  The start of activity F has been delayed.
  • 42. Levelling  Assumes resources are limited  It allows the activity start times to be delayed  Over demand is removed  Duration of the project may increase
  • 43. 12 11 10 9 8 7 6 E E E E E 5 D D D E E E E E 4 B B B B B B C C C C C D D D F F F F F 3 B B B B B B C C C C C D D D F F F F F G G G 2 A A A A B B B B B B C C C C C D D D F F F F F G G G 1 A A A A B B B B B B C C C C C D D D F F F F F G G G 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 Example of Levelled Histogram Assume only 6 resource at our disposal.  All over demand has been removed
  • 44. Get Involved  Project Challenge 6th October 15  Project Expo 13th October 15  EVA21 on 16/6/16  Events see www.apm.org  Join a SIG, it’s free.  Podcast / newsletters / discussion
  • 46. Questions Contact us:  Email pmcsig@apm.org.uk  Twitter @apmpmcsig