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Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N G R O U P, L L C September 25, 2015

Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

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Page 1: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Improved Project Control Through CPM Scheduling

What Owners, PM’s andCM’s Need to Know

t H E T I B U R O N G R O U P, L L C

September 25, 2015

Page 2: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Baseline ConsiderationsRealistic Plan and Timeline From

NTP Through Construction Tool to Manage Resources and

Project Stakeholders Tool to Report to Project

Stakeholders

Ability to Manage Costs

Page 3: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Baseline ConsiderationsSchedule Needs to be of

Sufficient Detail to:Minimize Secondary Effects of

Construction on OperationsDo Preconstruction Schedule to

Accomplish ThisDocument As Built ConditionsDemonstrate Need for Time

Extensions and Work Around Options

Tool to Resolve Disputes

Page 4: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Baseline Considerations

Analyze Time Impacts Develop Work Around Options Furnishings, Fixtures And

Equipment Coordinate With Third Party

Contracts Start Up and Commissioning Move In

Page 5: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Contract Requirements

“You Can’t Enforce It If It’s Not In The Contract.”

The Specifications Need To Be At a Strength Level that Match the Needs of the Project.Too Stringent on Small ProjectsNot Stringent Enough on Large

Complex Projects

Page 6: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Contract RequirementsScheduling Requirements Stronger for Larger Projects Require Latest Primavera, P6, P3 or

SureTrak Require Cost and Manpower Loading Require Monthly Narrative & Reports Require Time Impact Analysis for Time

Extensions Tie Updates to Progress Payments

Page 7: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Baseline Review

Do Thorough and Detailed Review of Baseline

Analyze Baseline for Abuses and Flaws

Assure Contractor Has Adequate Scheduling Resources

Assure Contractor Has Included Adequate Detail

Page 8: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Baseline Review

Do Not Allow Sequestering of FloatThrough Logic and Constraints

Check Near CriticalityNot More Than 20% of Activities

with 10 Working Days of Float Check Preferential Logic Check Calendar Usage

Page 9: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Baseline Review

Do Not Allow Compound ActivitiesActivities Containing Multiple

Trades Require All Submittals are Included Check Excessive Float

Float Value > 40% of Project Duration

Don’t Accept Early Completion ScheduleCan Set Up Early Completion Delay

ClaimAdd Project Float Activity

Page 10: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Some Analysis Tools

Claims Digger (Comes with P6)

Schedule Analyzer ProSure ChangeExcelProprietary Software

Above Commercial Packages Do Not Do It All

Page 11: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Relationship Types

Minimize Use Of Non-Conventional LogicAim For Majority of Logic To

Be Finish To Start.oFinish To Start (FS) = An Successor Activity Cannot Start Until Its Predecessor Activities Finishes

Page 12: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Relationships Types Finish to Start

Start to Start

Finish to Finish

Form Slab

Pour Slab

Wall Layout

Masonry Walls

Wall Layout

Drywall Framing

Page 13: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Relationship Lags Finish to Start, with Positive Lag

Finish to Start, with Negative Lag

Finish to Finish, with Positive Lag

5 Creates Gaps in Logic Chain

- 6

4

Page 14: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Float vs. Lag

A Logic Tie Lag is Not FloatLags Can be Used to Sequester

Float

Who Owns the Float?Normally Project Owns the FloatYou Can Allow for Owner to

Retain Float for Their Time Savings, but This Must be In the Contract.

Page 15: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Unconventional and Unbalanced, or

Uncoordinated Logic

Page 16: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Install Drywall – 10 days

Tape & Float – 10 days

Prime Walls – 10 days

Paint Walls – 10 days

Install Drywall – 10 days

Tape & Float – 10 days

Prime Walls – 10 days

Paint Walls – 10 days

Day 1 Day 25

Day 30

Day 35

Day 40

Day 45

Page 17: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Day 25

Day 30

Day 35

Day 40

Day 45

Install Drywall – 30 days

Tape & Float – 10 days

Prime Walls – 10 days

Paint Walls – 10 days

Install Drywall – 30 days

Tape & Float – 10 days

Prime Walls – 10 days

Paint Walls – 10 days

Day 1

Page 18: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Reverse Critical Path

With Unconventional Logic, Even If The Logic Is Properly Coordinated Its Use Can Have Drastic Effects When Original Durations Are Revised

Page 19: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Install Drywall – 30 days

Tape & Float – 10 days

Prime Walls – 10 days

Day 1 Day 40

FF Logic Anchors Finish Of Successor To Finish Of Predecessor Pulling

The Successor Forward In Time

Page 20: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Install Drywall – 30 days

Tape & Float – 5 days

Prime Walls – 10 days

Day 35

Day 40

Day 45

Page 21: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Install Drywall – 30 days

Tape & Float – 30 days

Prime Walls – 10 days

Day 1 Day 35

Day 40

Page 22: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Date and Float Constraints

Page 23: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Opinion On Constraints

“In General The Baseline Schedule Should Only Contain Two (2) Constraints; The Notice To Proceed And The Project Completion Date.”

Use of Constraints Other Than These Requires Careful Consideration

Page 24: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Identifying Constraints

In P6 and P3 – When You Calculate The Schedule It Provides Options For Identifying ConstraintsTools / Schedule

In SureTrak - You Will Need To Filter On Constraints

Page 25: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Sample Constraint Window

(P3 and SureTrak, In P6 Appears Under Status Tab)

Page 26: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Date Constraints

Page 27: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Mandatory Start and Finish Constraints

Mandatory Start and Finish Constraints Override CPM Calculation They Can Truncate the Longest

Critical Path They Can Render a False Total Float

Calculation

Page 28: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Install Drywall – 10 days

Tape & Float – 10 days

Prime Walls – 10 days

Paint Walls – 10 days

Day 1 Day 25

Day 30

Day 35

Day 40

Day 45

Page 29: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Install Drywall – 10 days

Tape & Float – 10 days

Prime Walls – 10 days

Paint Walls – 10 days

Day 1 Day 25

Day 30

Day 35

Day 40

Day 45

Page 30: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L
Page 31: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L
Page 32: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L
Page 33: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Zero Float Constraints

Float Constraints Force Criticality Without Reference To Start and Finish Dates. P6 Does Not Provide For Float

Constraints

Page 34: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L
Page 35: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L
Page 36: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L
Page 37: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Milestones

Milestones Are Treated As Constraints By Most Scheduling Software

Milestones With Date Or Float Constraints Should Not Be Allowed In The Schedule Unless Contractually Called For

Internal Milestones Should Not Be Called For Unless LD’s Are Assigned

Page 38: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Resource Constraints(Not Normal Constraints)

The Relationships Between Like Activities In Different Project Areas These Relationships Are

Resource Driven These Resources Can Be

Manpower, Equipment, Or Process Limitations

Page 39: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Resource Constraints Their Role In The Schedule

Install Drywall – Bldg 1

Install Drywall – Bldg 2

Install Drywall – Bldg 3

Install Drywall – Bldg 1

Install Drywall – Bldg 2

Install Drywall – Bldg 3

Page 40: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Resource Constraints – Their Role in the Schedule

Install Drywall – Bldg 1

Install Drywall – Bldg 2

Install Drywall – Bldg 3

Install Drywall – Bldg 1

Install Drywall – Bldg 2

Install Drywall – Bldg 3

Page 41: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Bar Charts – The Early Dates

Page 42: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Bar Charts – The Late Dates

Page 43: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Bar Charts – The Bigger Picture

Page 44: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Update Reviews

Assure Updates Reflect Actual Progress and Match Payment Applications

Review Updates Promptly and Analyze for Abuses

Don’t Allow Mass Unilateral Changes to Schedule Updates If Schedule Significantly Changes

Require Statused Only Copy Plus Revised Copy

Page 45: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Retained Logic

Retained Logic Schedules an Activity With Out of Sequence Progress According to the Network Logic. It Allows an Activity to Begin Out of Sequence, but the Remaining Duration for the Activity Cannot be Completed Until It’s Logical Predecessors Complete.

Page 46: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Progress Override Progress Override Ignores Network

Logic and Treats Out of Sequence Activities as Though They Have No Predecessors and Can Progress Without Delay. This Can Hide Delays To The

Project.Does Not Reflect Contractor’s

Current Work Plan.

Page 47: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Act A – 1 day

Act F – 2 day

Act B – 2 day

Act G – 2 day

Act C – 2 day

Act H – 3 day

Act D – 2 day

Act I – 2 day

Act J – 2 day

Act E – 2 day

Act K – 1 day

Act A – 1 day

Act B – 2 days

Act C – 2 days

Act D – 2 days

Act E – 2 days

Act K – 1 day

Total - 10 days

Act A – 1 day

Act F – 2 days

Act G – 2 days

Act H – 3 days

Act J – 2 days

Act K – 1 day

Total - 11 days

Act A – 1 day

Act F – 2 days

Act G – 2 days

Act I – 2 days

Act J – 2 days

Act K – 1 day

Total - 10 days

Critical Path

Act A – 1 day

Act F – 2 days

Act G – 2 days

Act H – 3 days

Act J – 2 days

Act K – 1 day

Total - 11 daysAct A – 1 day

Act F – 2 day

Act G – 2 day

Act H – 3 day

Act J – 2 day

Act K – 1 day

Calculating the Critical Path

Page 48: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Removing a Successor Relationship

Act A – 1 day

Act F – 2 day

Act B – 2 day

Act G – 2 day

Act C – 2 day

Act H – 3 day

Act D – 2 day

Act I – 2 day

Act J – 2 day

Act E – 2 day

Act K – 1 day

Page 49: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Act A – 1 day

Act F – 2 day

Act B – 2 day

Act G – 2 day

Act C – 2 day

Act H – 3 day

Act D – 2 day

Act I – 2 day

Act J – 2 day

Act E – 2 day

Act K – 1 day

Removing a Successor Relationship

Page 50: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Act A – 1 day

Act F – 2 day

Act B – 2 day

Act G – 2 day

Act C – 2 day

Act H – 3 day

Act D – 2 day

Act I – 2 day

Act J – 2 day

Act E – 2 day

Act K – 1 day

Removing a Successor Relationship

Page 51: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Recovery Options

Increase Manpower Increase Work Hours and Workdays Add Addition Shifts Re-sequence Work Activities

Meeting Of Minds Required Here Increase Equipment Or Material

Page 52: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Dealing With Change

Construction is a Dynamic Process, Change Will OccurUpdates Should Accommodate

Changes Contract Should Require

Notification of Change Contract Should Require

Submission of Time Impact Analysis

Contract Should Require Recovery Options be Submitted

Page 53: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Dealing With Change (Continued)

Analyze to Assure Changes are Impacting Critical Path

Determine Cause of ChangeDetermine if Delay Due to

Change is Reasonable

Page 54: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Dealing With Change (Continued)

Determine if Delay is Excusable and CompensableWeather Delays are Typically

Excusable, But Not Necessarily Compensable

Determine if There is Concurrent Delay

Resolve Delays Promptly and Fairly

Page 55: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Wrap Up

Discussion

Page 56: Improved Project Control Through CPM Scheduling What Owners, PM’s and CM’s Need to Know t H E T I B U R O N T I B U R O N G R O U P, L L C G R O U P, L

Contact Information

Leo F. Sumner IIPrincipal

The Tiburon Group, LLCCell: (707) 373-8528

[email protected]

Mandeville, LA Office Vallejo, CA Office3433 Hwy. 190, Suite 112 55 Springstowne Center,

Suite 162 Mandeville, LA 70471 Vallejo, CA 94591(985) 867-1787 Phone (707) 649-1181 Phone(985) 892-7262 Fax (707) 649-1811 Fax