Basic CPM Updating

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    Project CPM Scheduling |

    BasicCPMUpdating

    Whentoupdate?

    UnexpectedEvents

    UpdateTheScheduleAtTheTimeTheEventOccurs.

    ReviewtheUpdate.Analyzeresults.(VarianceandTotalFloat).

    MakeaCopyoftheSchedulebeforeediting.

    ModifyTheCopywiththeUnexpectedEvent.Recalculate.

    ComparetoUpdatedSchedule.Dideventcausecriticalpathimpact?

    DetermineAlternatives(NoCost/Risk1st).

    ModelAlternativesinSchedule.

    InvolveStakeholders.

    ImplementMostAppropriateAlternative(RiskandCostalternates).

    Constraints

    StartonorAfterConstraintAssignedonlytocontractualevents. AccesstoAllAreas,Substant

    Completion,PhaseICompletion,etc

    ContractmilestonesarecalculatedusingaFinishOnorBeforeconstraintsothatbackwardpass

    calculationsareproperlydetermined.

    Otherconstraintsnotrecommended.Recommendtheuseofactivitiesandlogicinstead.

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    Project CPM Scheduling |

    AsPlannedCalculationDataDate=(WorkDay1)

    Data Date =1

    1 10

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    CPMUpdateCalculationDataDate=(WorkDay11)

    Data Date =11

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    RetainedLogic/OutofSequenceProgress(continued)TheCPMnetworkisupdatedasoftheDataDate.IntheexamplebelowtheDataDateisworkday151.

    ActivityAhasstarted,butasoftheDataDatetheactivityisestimatedbythesuperintendenttorequireaadditional5workdays(WD)tocomplete.

    ActivityBhasstartedoutofsequencerelativetoitsplannedFinishtoStartrelationshipwithActivityA.

    isalsoestimatedbythesuperintendenttorequireanadditional5WDtocompleteafteractivityAhas

    finished.

    Notethathistoricalinformation(actualdates)arenotincludedintheforwardorbackwardpass

    calculations.

    ActivityA RD=5wd

    ActivityB RD=5wd

    DataDate=151

    EF=155

    151+5 1=155

    FSRelationship

    EF=160

    156+5 1=160

    Dashedlineis

    impliednot

    graphicallyshow

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    Project CPM Scheduling |

    UpdatingProjectCPMSchedulesUsingIndustryStandardsandGuidelines

    BaselineandUpdatedCPMNetworks

    TheAsPlannedCPMNetwork

    TheAsPlannedCPMnetworkrepresentsthecontractorsplanforprosecutingthescopeofworkknown

    ofbidday.InsomecasestheprojectCPMnetworkisdevelopedseveralweeksafterNTPisissued.Itis

    imperativethattheCPMnetworkdevelopmentteambuildtheasplannedCPMnetworkwithblinders

    sothatinformationreceivedafterbiddayisnotincorporatedintotheprojectplan.Forexample,the

    contractormayfindoutafterthebiddatethatthesoilonsiteiscontaminated.Theadditionaltimefor

    removalofthecontaminatedsoilmustnotbeincludedintotheBaselineAsPlannedCPMnetwork.Witho

    aBaselineAsPlannedCPMnetworkasareferencepoint,thetimeimpactfortheaddedscopeofwork

    (contaminatedsoil)cannotbeaccuratelymeasured.

    TheUpdatedCPMnetwork

    TheupdatedCPMnetworkrepresentsthecontractorsplanforprosecutingthescopeofworkasofbidd

    ,itaccountsfortimethathaspassedsinceNTP,itaccountsforactionsthathaveorhavenotoccurredas

    thestatusdate(datadate),anditaccountsforscopechangesthathavebeenintroducedtotheproject

    sinceNTP.AllstatusinformationisincorporatedintotheCPMnetworkupdateasofthedatadate.TheC

    forwardandbackwardpasscalculationsareperformedasofthedatadate,andtheCPMnetworkis

    analyzedforvariancefromtheoriginalplan.Criticalandnearcriticalactivitiesaregivenspecialattention

    WhenthecriticalpathoftheCPMnetworkslips,(negativeCPMnetworkvariance)thecauseofthe

    slippagemustbeidentified.Thepartyresponsiblefortheslippagemustbemadeawareoftheslippage,

    andgiventheopportunitytoovercome(cure)theslippage. Asubcontractorthatisresponsibleforthe

    criticalpathslippagemayelecttoworkovertime,expeditematerials,orapplyadditionalresourcestothe

    project.Iftheownerisresponsibleforthecauseoftheslippage,theownermaydirecttheGCtospend

    additionalmoniestopurchaseadditionalresourcestoovercometheissues,ortheownermydirecttheG

    nottoacceleratetheremainingwork,butplantofinishlaterthantheoriginalcontractcompletiondate

    Inthatcase,theownerwouldberesponsibleforcompensatingtheGCandsubcontractorsforadditional

    generalconditions(fieldoverhead)costs.

    AsPlannedScheduleBaseline

    AddedScopeWeatherUpdatedSchedule Current

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    Project CPM Scheduling |

    CPMNetworkUpdates

    Purpose

    Performancemeasurementagainsttheoriginalbaselineaswellascurrentplan.

    Incorporationofchangesintheplannedsequenceofworkdifferentapproachtothework.

    Incorporationofscopechangesindividualchangesaswellascumulative effect.

    Historicalrecordcanbeusedasatooltorebuildcourseofevents.

    FrequencyofUpdates

    Atleastonceeachmonthprojectspecific.

    Weeklyupdates perferableandeasier.

    Anytimeanunexpectedeventoccurscreatewhatifscenarios.

    DataCollection

    DataDate(ScheduleAsofDate).

    Activity

    Actual

    Start.

    ActivityActualFinish.

    Activity remainingduration.

    Activitypercentcomplete.

    Toolsfordatacollection

    o P6updatedturnaroundreportprintoutfillintheblanks.

    o Markedupscheduleonwallinformationobtainedfromlargesheets.

    o Siteinvestigationwalksiteonaregularbasis.

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    CPMNetworkUpdates(continued)UpdateConsiderations

    Createaprogressonlyupdate(nologicchanges).

    Copyandrenamepriortoincorporationofchanges.

    Remembertoupdateownersactivitiesie.reviews.

    Remembertoupdateprocurementactivities.

    Remembertoadjustthedatadatetothecurrentperiod.

    Remembertoperformaperiodcloseout(forcostsdata).

    PotentialCausesofScheduleLoss

    Weather

    Lackof PerformaceGC,Subcontractoretc.

    LaborProblems.

    Manpower.

    MaterialDeliveries.

    DesignProblems(includesRFIsandresponses).

    AccessToWork.

    InternalPlanning/Coordination.

    ScopeChanges.

    UpdateAnalysis

    CPMnetworkVariance(DifferenceBetweenthe:EarlyDatesoftheBaselineCPMnetwork,Early

    Dates

    of

    Prior

    CPM

    networks

    and

    Early

    Dates

    of

    Current

    CPM

    Network).

    TotalFloat(LateFinishEarlyFinish)

    SlippageCauseIdentifcation.Establishpartyresponsibilityforrecovery.

    Notethatthecriticalpathmaychangefromupdatetoupdate.

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    Project CPM Scheduling |

    Baselines/Updates UpdatingtheScheduleP6

    Afterfinishing theoriginalscheduleandpriortoapplyinganyprogresstothescheduleitisnecessaryto

    firstcreateabaselineschedulesothattheoriginaldates,durationsetc.(information)remainunchanged

    Progresscanthenbeappliedtothecurrentversionofthescheduleandmeasuredagainstofthebaseline

    schedule.

    1. CopyingaProject

    InthePROJECTSMODEselecttheprojecttocopy(BASE),rightmouseclickandselectCOPY. Stayingint

    sameEPSstructure,rightclickPASTE.

    ClickOKineachofthefourdialogboxesthatcomeupaftertheCopyandPastefunctions.

    ChecktheBaselinebox

    whenyouhave

    establishedafinalbaseline

    scheduleandyouarein

    theupdatingphase

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    CopyingaProject(continued)

    2. RenametheProjectAfterCopying

    ThiswillcreateacopyoftheBASEscheduleandwillautomaticallynameitBASE1thisshouldbemanual

    renamedtosomethingmoreappropriate(UP01). ClickintheProjectIDandProjectNamecolumnand

    changethenamesmanuallyasshownbelow.

    ReceivingaMarkedUpUpdatedSchedule

    Incertainsituationsamarkedupcopyoftheschedulefromasuperintendant,foremanorageneral

    contractormayhavespecificdatesusefulforanupdate. Thegraphicbelowshowshandmarkedstatusto

    theexistingtrainingschedule.

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    CopyingaProject(continued)3. UpdatingtheCurrentSchedule

    SelectFILE,CLOSEALL. Thenselect(FILE,OPENor )theUP01projectusetheinformationcontainedi

    the

    table

    listed

    below

    to

    update

    the

    UP01

    project

    schedule.

    After

    the

    file

    is

    open

    make

    sure

    the

    activitiesdetailwindowisopenatthebottomofthescreen. ToopenselectVIEW,SHOWONBOTTOM,ACTIVITY

    DETAILS. Seegraphicsbelow.

    NextselecttheSTATUStab. Seegraphicbelow.

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    CopyingaProject(continued)IntheSTATUSfieldwithintheSTATUStabentertheactualstartandorfinishdates,remainingdurationa

    thepercentcomplete. Noticethatitreflectsthesamedatesasthehandmarkedupscheduleonthe

    previouspage

    Actual Actual R

    Act ID Start Finish Description D

    C10020 20-Apr-09 REMOVE ELEC. EQUIP. IN AC SWBD ROOMS SWGR #1

    C10000 01-Apr-09 14-Apr-09INSTALL GEN QUICK CONNECT TROUGH/RACEWAYSWGR

    O10000 15-Apr-09 WMATA PROVIDES TEMP GENERATOR

    C10010 18-Apr-09 23-Apr-09 CONNECT OF TEMP MAIN DISTRIBUTION

    P10000 01-Apr-09 F&D EQUIPMENT - ELEC. EQUIP. AC SWBD RM

    TostatusanactivitystartedorcompletednavigatetothecenterlowerportionoftheStatustabandsele

    acheckintheboxnexttoSTARTED. Afterstartinganactivityselectthedatedropdown(righthandside

    calendar)boxandpopulatethecellwiththecorrectstartdate. Repeattheprocesswiththecompletion

    dateonlyiftheworkhasbeencompleted. Seegraphicsbelow.

    Clicktocreateacheckinthe

    boxtostartorcompletean

    activity

    Selectthedatedropdown

    toassignthecorrectdate

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    StatusingforAcutalsandtheDataDate

    Whenstatusingforactuals onanupdatetheDataDateshouldalwaysbekeptinmindbecauseofits

    relationshiptocurrenttime. ActualscannotbestoredaftertheDataDate.

    Forexample,ithasbeendeterminedthatonMay7th

    theschedulewillbeupdated,buttheDataDateiss

    atMay1stforstatusthroughApril. ThereareworkactivitiesthathavecompletedinearlyMay,butthey

    cannotbestatusedascompleteinthescheduleduetotheDataDatebeingsetatMay1st

    .

    Thisprinciplemustbeupheldforproperstatusingofaprojectscheduleandforcorrectfloatvalues.

    IncorrectStatus:C10020finisheson5/8/09AandC10030startson5/8/09A.

    CorrectStatus:C10020showsaforecastedfinishof5/8/09andC10030hasaforecastedstartof5/11/09

    Note:NoactivitiesshouldeverbeStartedorCompletedtotheRIGHToftheDataDateline.

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    Project CPM Scheduling |

    CalculatingtheScheduleAfterUpdating

    Afterthedatahasbeeninputintothescheduleitisnecessarytorescheduletheprojecttodetermineth

    newdatesandfloatvalues. RecalculatetheCPMNetwork(ClockorTOOLS/SCHEDULE orF9key)and

    changethedatadateto30Apr09.(VERYIMPORTANT)

    Thisistheareawhere

    theLogfilewillbe

    saved

    Clickingonthisselectionbox

    allowsyoutochangetheData

    Date

    Uncheckthisboxifyou

    doNOTwanttoruna

    Logfile

    Clicktheviewlog

    buttontoviewthe

    locationfileonthe

    screen

    ClicktheSchedulebuttontoperform

    ForwardandBack

    pass