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Term 1

Definition 1

Scheduling Method

Scheduling Method: the technique selected for use in developing the schedule model; CPM (ADM or PDM)f, Critical Chain, etc (this is closely aligned with the selection of appropriate scheduling software).

Term 2

Definition 2

Schedule Model

Schedule Model: the full set of data used to develop the schedule with its inherent logic, durations, resources, calendars, etc. This is closely integrated with the characteristics of the scheduling software selected for the project. The schedule model will be developed and maintained in accordance with the agreed schedule design and specification as the project progresses.
Definition 3

Term 3

Baseline

The Baseline is a particular instance of the schedule used for comparing the current status with the approved schedule objectives. The baseline should only be changed for variations in scope and then only to the extent necessary to properly adjust the baseline for the scope change.

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Term 4

Definition 4

Instances of the Project Schedule

Instances of the Project Schedule: A printed or stored version of the schedule model as at a point in time or stage of development. Instances do not change and should be uniquely named whereas the Schedule Model is expected to be developed, maintained, statused, updated and revised as the project progresses (in accord with the projects change management policies).
Definition 5

Term 5

CPM

Critical Path Method, this includes ADM and PDM but not PERT

Term 6

Definition 6

ADM

Arrow Diagramming Method or Activity-on-Arrow

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Term 7

Definition 7

PDM

Precedence Diagramming Method or Activity-on-Node

Term 8

Definition 8

WBS

Work Breakdown Structure

Term 9

Definition 9

What do you have to take into account for Project Calendars & Work Periods

The number of working days in a week. The number of shifts to be worked each day. The number of hours to be worked each shift or day. Any periods of scheduled overtime work or non-working time (eg holidays)

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Term 10

Definition 10

The Who, What, When, How

Who will undertake the work (resources) What work is to be done When is should be done How to do the work is defined by spec documents

Term 11

Definition 11

Forward Pass

A start date is assigned to the start milestone and then moving throughout the network from activity to activity (from left to right) and in the sequence defined by the logical relationships start and finish dates are calculated for each activity and milestone as determined by their defined durations. The start and finish dates on each activity are called the early dates and when the analysis reaches the end of the network it establishes the earliest possible finish date for the project.
Definition 12

Term 12

Early Dates

Established by the Forward Pass. It is the earliest an activity can start/finish based on the logic of the schedule

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Term 13

Definition 13

Backward Pass

A finish date is assigned to the end milestone (or last activity). This could be the same date as the one calculated by the forward pass or a different date applied as a constraint. The analysis process then works back through the network, from right to left, until it arrives back at the start milestone and another set of start and finish dates have been calculated for each activity. This is called the backward pass and establishes the late dates for each activity and milestone.
Definition 14

Term 14

Late Dates

Established by the Backward Pass. It is the latest an activity can start/finish based on the final activity and logic of the schedule

Term 15

Definition 15

Total Float

Typically Total Float is calculated by subtracting the early start date from the late finish date and then deducting the duration ([EFT - EST] - Dur).

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Term 16

Definition 16

Free Float

Free float is calculated by subtracting the early finish date of the activity from the earliest start date of any of its successors. Free float is never negative.

Term 17

Definition 17

The traditional governmental contracting process in the United States is: A. Design, build, and operate B. Design, bid, build C. EPC D. Design, build

B. Design, bid, build

Term 18

Definition 18

Critical delivery dates are referred to as A. Milestones. B. Phases. C. Substantial completion. D. Flags.

A. Milestones

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Term 19

Definition 19

When a planner-scheduler is collecting information about the project during the initial planning cycle, which information is of GREATEST value? D. A detailed scope of work statement. A. Contract specifications. B. The contractors pre-bid site visit meeting minutes and notes. C. The contracts Changes clause. D. A detailed scope of work statement

Term 20

Definition 20

Describe the difference between contract types and delivery methods

Contracts define the financial terms of a relationship between an owner and a contractor, while the delivery method describes the method of management the contractor will use to perform the work

Term 21

Definition 21

Describe what milestones are.

Milestones are interim completion dates that are either contract driven or contractor self-imposed to measure progress or trigger subsequent work activities. Their achievement may earn progress payments for the contractor.

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Term 22

Definition 22

Project architects are: A. Stakeholders B. Developers C. Activists D. Special interest groups

A. Stakeholders

Term 23

Definition 23

Which is NOT normally considered a stakeholder on a Greenfield chemical plant project? A. Shop owners in an enclosed mall three miles downwind of the project. B. The owners project bankers engineer. C. A third-tier electrical subcontractor. E. The employee-owned contractor

A. Shop owners on an enclosed mall three miles downwind of the project

Term 24

All project stakeholders provide input data and information during the initial planning process to set the overall project duration? A. Absolutely true. B. Absolutely false. C. Only by analyzing the contract can one determine if a change in duration is allowed. F. Only the project owner-client may set the overall duration, and this is often driven by marketing and business considerations.

Definition 24

B. Absolutely false.

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Term 25

Definition 25

Name the three levels of government or public agencies in the US.

Federal, state and local.

Term 26 Definition 26 Which should not be a reason why superintendent and subcontractors are included during planning phase? A. They have more immediate buy-in to project plan. B. Planning phase is a theoretical B. Planning phase is a theoretical exercise and their input is not needed exercise, and their input is not needed until the execution until execution phase. phase. C. Accuracy of a resultant plan is improved through brainstorming. D. Management expectations regarding plan are transmitted to the team (alignment). Term 27

Constructability, in terms of schedule modeling, is best defined as: A. Understanding how the contractors plan defines overall project duration. B. Understanding how the owners arbitrary completion milestones will drive resource utilization. C. How the contract specifies all aspects and phasing of work. D. The input data necessary to understand the various means and methods alternatives to accomplish and execute a project.

Definition 27

D. The input data necessary to understand the various means and methods alternatives to accomplish and execute a project.

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Term 28

Definition 28

Constructability takes into account all but: A. Location, logistics, and resource availability analysis. B. The average price of general labor in the area. C. Quality inspections and compliance. D. Labor productivity studies from previous similar projects in the area

C. Quality inspections and compliance.

Term 29

Definition 29

True or False: During a constructability analysis, the availability of specified materials is determined?

True

Term 30

Definition 30

True or False: A constructability analysis is only performed during the initial planning stage of design?

False

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Term 31

Definition 31

What are some different methods of constructability enhancement?

Modularization, pre-fabrication, preassembly

Term 32

Definition 32

What is the purpose of a constructability analysis?

Reduce time and cost to construct a project

Term 33

Definition 33

When is the optimum time to perform constructability analysis?

Constructability can be performed throughout the project, but the most favorable impact is from constructor input during the planning phase to best enable a constructible design.

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Term 34

Definition 34

During the planning process for a capital project, which is NOT a consideration? A. Religious holidays. B. Local country language. C. Education and skill level of local craft labor. D. None of the above.

D. None of the above.

Term 35

Definition 35

Material resource considerations include all except: A. Availability B. Installation C. Crew skills D. Timing of delivery

C. Crew skills.

Term 36

Definition 36

Which of the following is NOT a constraining resource? A. Labor availability B. Scheduling software C. Material delivery D. Craft skill levels

B. Scheduling software.

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Term 37

Definition 37

True or False: On construction projects, labor and equipment are considered limitless resources?

False

Term 38

Definition 38

True or False: The physical constraints of a jobsite can impose a limit on the amount of simultaneous equipment usage?

True

Term 39

Definition 39

List three types of resources.

Labor, equipment and materials.

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Term 40

Definition 40

Describe how resources can influence a project.

Resources can influence a project due to availability, labor skill level, and social aspects.

Term 41

Definition 41

Describe the VE process, especially as it relates to the planning and scheduling process

VE provides functional and project alternatives that are part of the strategic planning process

Term 42

Definition 42

List the six phases of VE

Information, function analysis, creativity, evaluation, development, and evaluation.

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Term 43

Definition 43

True or False: The information phase of VE occurs during design development?

True

Term 44

Definition 44

True or False: The VE process starts with the submittal of bid price?

False

Term 45

Which of the following documents is probably of LEAST value when planning a contractors baseline critical path schedule for construction of a high-rise building on a remote South Pacific resort island for a private developer? The contract has been awarded. A. Specifications as found in the contract document. B. The local governments report on future resort projects on the island. C. International Building Codes as referenced in the contract document. D. A project-specific geotechnical report.

Definition 45

B. The local governments report on future resort projects on the island.

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Term 46

Definition 46

Which of the following is NOT normally considered a project stakeholder? A. Project supplier to a subcontractor. B. Client or owner. C. Project consultant or engineer. D. Non-governmental organizations (NGOs) E. Local news media

E. Local news media.

Term 47

Definition 47

What should one do with stakeholder considerations?

Determined, evaluated, and resolved.

Term 48

Definition 48

What are some examples of considerations that should be evaluated?

Cash flow, timeframe, resource availability, contractor or designer workload.

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Term 49

Definition 49

List five common project variables.

Project size, site location, project delivery methods, productivity, and infrastructure.

Term 50

Definition 50

How do project variables affect a project?

Project variables can have either a positive or negative influence on a project. It is the project teams responsibility to identify and mitigate the negative aspects of project variables and utilize the positive aspects of variables.

Term 51

Definition 51

True or False: The project size may require additional constraints on the project?

True

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Term 52

Definition 52

True or False: Local climatological conditions may result in a restricted work schedule for various construction activities?

True

Term 53

When reporting progress and Definition 53 completion forecasts to the clients management, a schedule that is organized by the projects work breakdown structure (WBS) structure provides _____________. A. A useful reporting tool that meets the clients project team special D. A late finish constraint on the last needs. activity B. An early finish constraint with a 20 day negative lag on the last activity. C. A late start constraint on the first activity with a 20 day negative lag. D. A late finish constraint on the last activity.
Term 54

When gathering data to document Definition 54 activity progress and observed trends, the activitys reported percent complete ______________. A. Is all that is necessary to forecast remaining duration for that activity? B. Is used as part of the 6/10 rule to C. Must analyze in conjunction with all determine the remaining duration for observed activity data (actual start dates, trends, etc.) to that activity. determine an estimated remaining C. Must be analyzed in conjunction with all observed activity data (actual duration for the activity. start dates, trends, etc.) to estimate the remaining duration for the activity. D. Provides sufficient information necessary to determine the activitys earned value.

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Term 55

Definition 55

True or False: Contract deliverables are defined in the scope of work?

True

Term 56

Definition 56

True or False: Drawings and specifications augment the written scope of work narrative?

True

Term 57

Definition 57

What does the scope of work influence during the planning process?

Scope of work influences the execution strategy, development of work packages, project goals and objectives, and milestones.

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Term 58

Definition 58

Who is responsible to develop the conceptual scope of work?

The owner is responsible for the conceptual scope of work

Term 59

Definition 59

Define the differences between an asset or functional scope of work and the project scope of work.

An asset or functional scope of work defines the process for which the facility is constructed, while the project scope of work defines the scope of work to be physically constructed.

Term 60

Definition 60

What is a project goal?

A project goal is a concept that is identified and expressed as an achievable project and product. The goal may or may not be a contractually specified requirement.

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Term 61

Definition 61

Can a project have multiple goals?

Yes

Term 62

Definition 62

Can each stakeholder have a different view of what the project goal may be?

Yes

Term 63

Definition 63

A project plan provides a roadmap for the project team during the planning What is the purpose of a project plan? process. The project plan is the basis for the baseline plan.

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Term 64

Definition 64

Once the project plan becomes the baseline plan, how is it utilized?

The baseline plan becomes the benchmark for performance and reporting.

Term 65

Definition 65

When does the project plan get modified?

The project plan is modified when there are significant changes to the scope of work. The new plan should be agreed upon by the stakeholders.

Term 66

Definition 66

What is a phase?

A phase is a significant period of time or grouping of related activities with the project. A phase I derived from the scope of work, sequence of work, phase relationships, and the WBS.

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Term 67

Definition 67

Why is the identification of phases an essential product of the planning process?

As the scope of work evolves into greater detail, phases are identified. A phase may encompass several stages of planning and work.

Term 68

Definition 68

Which is not a phase? A. Engineering B. Concrete C. Conceptual engineering D. Pre-construction

B. Concrete is an activity, not a project phase.

Term 69

Definition 69

Which of the following is untrue? A. OBS intersects with WBS to define a project cost account. B. Different managers might structure a WBS differently for the same project. C. A WBS can include design, procurement, and construction activites. D. None of the above.

D. None of the above

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Term 70

Definition 70

True or False: WBS is a system by which work activities are organized and summarized into like activities?

True A WBS is a hierarchy division of work scope elements of a project to be performed

Term 71

Definition 71

True or False: WBS may be organized as a result of capital costing requirements?

True

Term 72

Definition 72

How are the scope of work and the WBS related?

The WBS breaks down the scope of work into manageable parts of work that correspond to deliverables, phases or milestones

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Term 73

Definition 73

How are the WBS and the project schedule related?

The WBS begins the process of breaking down the scope of work into project phases and work packages whose parts can be further segregated to create schedule activities.

Term 74

Definition 74

Describe the difference between a work package and a cost account.

A work package is a WBS component, while a cost account is the intersection of the WBS and OBS. The work package is a discretely identifiable element of work, whereas the cost account captures the time-phased resource cost required to execute a work package, as planned.

Term 75

When reporting progress and completion forecasts to the clients management, a schedule that is organized on the projects OBS provides ______. A. A list of all equipment resources utilized on the project. B. A baseline for change management reporting. C. A useful reporting tool that meets the clients project team special needs. D. Identifies resource utilization, and identifies gaps, utilization variances, and areas of management attention

Definition 75

D. Identifies resource utilization and identifies gaps, utilization variances, and areas for management attention.

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Term 76

Definition 76

What is an OBS?

The OBS is a structure that breaks down the scope of work into organization functions. The OBS identifies who performs specific scope of work elements.

Term 77

Definition 77

A CBS: A. Should generally not include indirect costs. B. Is not absolutely essential for effective management of a large project. C. Allows ready comparison of actual versus planned costs. D. All of the above.

C. Allows ready comparison of actual versus planned costs.

Term 78

Definition 78

What is a CBS?

A CBS is a structure that breaks down into cost types such as labor, material, equipment, subcontractor for cost forecasting purposes.

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Term 79

Definition 79

How is the CBS related to the WBS and OBS?

The CBS is the intersection of the WBS and OBS.

Term 80

Definition 80

Can the CBS be broken down between direct and indirect costs?

Yes

Term 81

Definition 81

Phases are a significant period of time or grouping of activities within the What is the difference between phases project. The logical, and sequencing? chronological sequencing of the phases begins the process that builds phases into a schedule.

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Term 82

Definition 82

What is a phase relationship?

A phase relationship identifies how major work elements will be completed in a logical manner.

Term 83

Definition 83

What process does sequencing or phase relationships provide a framework for?

Progress monitoring, analyzing, controlling and reporting

Term 84

Definition 84

Which is not a key component or characteristic of review by stakeholders? A. Cyclical B. Scheduled C. Managed D. Estimated

D. Estimated

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Term 85

Definition 85

Stakeholder review is: A. Critical and divided into multigroups. B. Not important C. One-dimensional D. Not considered

A. Critical and divided into multigroups

Term 86

Definition 86

To what may stakeholders decisions lead during the planning process?

Additional planning and potentially significant cost and impacts to the program or project.

Term 87

Definition 87

Why is stakeholder review critical during the planning phase of a project?

Stakeholder decisions may require favorable or unfavorable actions that require re-planning or stoppage of the project and create significant cost impacts

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Term 88

Definition 88

Why should stakeholders be managed?

Stakeholders should be managed to ensure all interests and concerns are considered and if not managed could have negative cost and schedule impacts to a project.

Term 89

Definition 89

How do resource constraints and considerations affect cost estimate development?

Resources can influence the scheduling timeline and budgeting process. The end result is the basis for the initial schedule and cash flow models.

Term 90

Definition 90

Why are budgets often revised?

Stakeholder expectations can influence decisions during the budget development. The budget is often revised to be in agreement with project goals, objectives and timeline.

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Term 91

Definition 91

The budgetary process provides the basis for what?

The budget is the basis for cost and schedule baselines used for monitoring, controlling and reporting.

Term 92

Definition 92

The baseline plan is an end result of the planning process. What is not a basic step in the planning process that results in the baseline plan? A. Identification of the project goals and objectives. B. Scope of work definition. C. Phase identification and sequencing result in the baseline plan. D. Identification of the schedule specification.
Term 93

D. Identification of the schedule specification.

Definition 93

Which is not a characteristic of the baseline plan? A. Serves as the basis for the initial schedule. B. Serves as the basis for the cash flow model. C. Provides the basis for progress measuring, evaluating and reporting. D. Is critical for schedule change management.

D. Is critical for schedule change management.

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Term 94

Definition 94

The baseline plan is a fixed document and should be changed only if the following occurs: A. Contract modifications result due to significant changes in the work. B. Change is allowed whenever one of the primary stakeholders thinks it appropriate. C. Never D. Once a year

A. Contract modifications result, due to significant changes in the work.

Term 95

Definition 95

A new baseline should: A. Never be approved B. Be agreed to by all primary B. Be agreed to by all primary stakeholders who have that right and stakeholders who have that right and responsibility. responsibility C. Only be approved by the contractor. D. Be approved by the public.

Term 96

Definition 96

The baseline plan results from the planning process. What are the basic steps in the planning process that result in the baseline plan?

Identification of the project goals and objectives; scope of work definition; and phase identification and sequencing result in the baseline plan.

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Term 97

Definition 97

When performing a periodic forecast what should not be considered? A. The plan B. The project scope C. Contract requirements D. The WBS and OBS

D. The WBS and OBS

Term 98

Definition 98

Periodic forecasts are key to the following: A. Basis for control B. Reporting against project deliverables and milestones C. Based on trends and variances D. All of the above

D. All of the above.

Term 99

Definition 99

What are three key components of periodic forecasts? A. Defining forecasting requirements, frequencies and timetables. B. Recovery schedules, scheduling change management and acceleration. C. Constructability methods, project variables and defining project goals. D. Sequencing and phase relationships, risk and recovery plans and schedule basis documentation.

A. Defining forecasting requirements, frequencies and timetables

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Term 100

Definition 100

Why is it important to have periodic forecasts?

Periodic forecasts provide information on the health of a project and assist in the prediction of future conditions and report against project deliverables and milestones

Term 101

Definition 101

Forecasts fall into two categories. Name both and discuss their differences

The two forecast types are (a) periodic and (b) special. Periodic are done on a specific time interval, while special are performed, as needed, to satisfy a particular purpose or to identify a specific problem.

Term 102

Definition 102

Which of the following is not an effect of change on a contract? A. Increase in time for the work to be completed. B. Decrease in time for the work to be completed. C. Neutral as it affects time for the work to be completed. D. Articulate as it relates to time for the work to be completed.

D. Articulate as it relates to time for the work to be completed.

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Term 103

Definition 103

Which of the following types of plans is not associated with risk and recovery? A. Baseline contingency plan. B. Budget contingency plan. C. Recovery plan. D. Schedule contingency plan.

A. Baseline contingency plan.

Term 104

Definition 104

Which one of the following is an important processing during planning for risk and recovery? A. Detailed cost evaluation. B. Planning for change. C. Using only the contract. D. Plan reevaluation for change.

B. Planning for change.

Term 105

Definition 105

Plan recovery is: A. Always part of the planning process. B. Sometimes part of the planning process. C. Usually required during planning. D. Always used during construction evaluation.

A. Always part of the planning process.

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Term 106

Definition 106

Why is it important to develop a risk and recovery plan?

Change and risk are inevitable on projects. There must be a plan developed to identify and manage risk as well as a plan to mitigate negative impacts and exploit positive affects.

Term 107

Definition 107

What is the difference between a risk and a recovery plan?

A risk plan defines how to identify and minimize the effect of risks, whereas a recovery plan is an array of means or methods to eliminate or reduce undesirable impacts of changes

Term 108

Definition 108

Are risk and change the same?

Maybe and maybe not. Risk might derive, in part, from the possibility of undesirable changes, but some changes might reduce risk and not increase it.

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Term 109

If a plan estimates that 5,184 laborhours will be expended on a series of related construction activities, and the projected number of construction worker equivalents expected to perform that activity is 12 personnel working a 12hour day, what is the calculated overall duration for those activities? Assume the work is performed sequentially. A. 6 work weeks B. 35 calendar days C. 5 work weeks D. 36 work days
Term 110

Definition 109

D. 36 workdays

The primary source of information that defines the scope of work that the planner-scheduler relies upon to create a schedule model is what? A. Contract specifications. B. Contract provisions that define scope along with the contractors execution plan and related assumptions. C. Contract special conditions and specifications. D. Pre-bid site visit and planning meetings.
Term 111

Definition 110

B. Contract provisions that define scope along with the contractors execution plan and related assumptions.

Definition 111

What are three key elements in defining the schedule scope?

The scope of work; computer applications and limitations; and ability to communicate the plan into a workable schedule.

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Term 112

Definition 112

The basis for the schedule model should include identification of what components?

Deliverables, milestones, timing, phasing, sequencing requirements, resources and interface points.

Term 113

Definition 113

During schedule development the Why is it important to understand how WBS and OBS define the overall work the WBS and OBS are related? scope and the work packages.

Term 114

Definition 114

What is the general purpose of a scheduling specification?

The schedule specification identifies the planning and scheduling requirements, level of required detail, reporting requirements, software requirements, milestones, change management and the responsible parties.

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Term 115

Definition 115

The schedule specification may be the basis for what?

Project reporting.

Term 116

Definition 116

Who is responsible for schedule development and approval?

Yes

Term 117

Definition 117

Why is it important to get feedback from stakeholders during schedule development?

It is important to get stakeholder buyin for the schedule. If they do not buy into the schedule, there may be no sense of ownership. Disagreements will increase, maybe resulting in delays or impacts

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Term 118

Definition 118

For what is the cost estimate model used?

The cost estimate model is the basis for baseline scheduling, progress measurement, reporting, and change management.

Term 119

Definition 119

What does the project execution plan identify?

The project execution plan identifies the means, methods, and activities that the schedule module should represent

Term 120

Definition 120

What are three requirements that determine what type of schedule should be utilized on a project? A. Cost estimate, number of stakeholders, reporting requirements. B. Project size, scope, complexity. C. Project size, project variables, phase definition. D. Risk and recovery plan, milestones, durations

B. Project size, scope, complexity.

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Term 121

Definition 121

List four different types of schedules most commonly used? A. Bar and Gantt charts, Critical Path Method and network schedules, linear or line-of-balance, A. Bar and Gantt charts; Critical Path milestone. B. Critical Path Method and network Method and network schedules; linear or line-of-balance; milestone. schedules, hammocks, rolling wave, milestone. C. Gantt chart, linear or line of balance, level of effort, work lists. D. Flags, constraints, estimate, bar chart
Term 122 Definition 122

Explain why planner-scheduler would choose a linear schedule instead of a network schedule.

A linear schedule is typically used on a project where there are multiple series of repetitive tasks, as with highway construction or construction of multiple, similar houses. A network schedule is used when non-repetitive activity arrays are determined. The network is derived from logical relationships among activities based on their time sequencing.
Definition 123

Term 123

Different schedules should be used within one project based on the phase, Explain why different schedules can system, timeframe, and complexity of and should sometimes be used within the project. Different schedules are one project. used based on the need of the project at the time or phase and the need to control that aspect of the project.

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Term 124

Definition 124

Which is not a characteristic of an activity? A. Has a duration B. Should have at least one predecessor successor C. Is assigned to a calendar D. Is constrained in time

D. Is constrained in time.

Term 125

Definition 125

When activities are logically linked they become? A. Constraints B. The schedule C. Resources D. Milestones

B. The schedule.

Term 126

Definition 126

What is an activity, and what are its primary characteristics?

An activity is an individual element of work that is logically linked to other activities to form the schedule. Its primary characteristics include an overall duration based upon the resources applied to it (manpower, materials and equipment), a start and completion date that is tied to a work calendar and has relationships to other activities (predecessor and successors).

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Term 127

Definition 127

What should the level of detail be for activities in the schedule?

The level of detail must be appropriate for managing the project with concern to duration, complexity, methodology, cost and risk.

Term 128

Definition 128

What are the different activity types?

Tasks, milestones, flags, and summary or hammocks

Term 129

Pick the least accurate statement concerning schedule activity durations: A. They are often determined by examining the quantity of work and the resources that will be applied to perform that work. B. Work is always performed continuously from start to finish. C. There is a rubber band for overall duration, depending upon the quantity of work actually performed and the number of hours of work expended. D. Planned and assumed productivity factors, location factors, and other considerations are applied against the optimum duration, to determine a planned duration.

Definition 129

B. Work is always performed continuously from start to finish.

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Term 130

Definition 130

Durations are not derived from the following: A. Cost estimate B. Resource loading C. Activity ID D. Cost

C. Activity ID

Term 131

Definition 131

Durations may include the following: A. Multiple elements of the scope of work. B. Relationships C. Risk plan D. Scheduling specification

A. Multiple elements of the scope of work.

Term 132

Definition 132

In combining multiple logically tied activities with the duration provides the basis for the following: A. Cost estimate model B. Defines the schedule scope C. A fragnet schedule duration D. The baseline schedule

D. The baseline schedule.

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Term 133

Definition 133

The relationship between an activitys duration, calendar assignment, and constraints form the basis for determining the overall timeframe required to complete an Why is it important to understand the activity. One must interconnectivity between an activitys understand the how constraints and duration, constraints, and calendar? the activitys calendar directly affect the activitys duration, based on the calendar and constraints imposed on either the start or finish of the activity
Term 134 Definition 134

What is a key element in determining the duration of an activity?

A key element in determining the duration of an activity is understanding the scope of the activity.

Term 135

Definition 135

In addition to relationships and lags, which of the following should not be considered when building a schedule? A. Constraints B. Calendars C. Stakeholders D. Durations

C. Stakeholders

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. Finish-to-Start; Activity A finishes before Activity B starts. Finish-to-Finish; Activity A finishes when Activity B finishes. The activities finish simultaneously Name and describe the different types after running concurrently, but they of schedule relationships that are may start at different times. used in scheduling software tools Start-to-Start; Activity A starts when based on the Precedence Diagram Activity B starts. The activities begin Method (PDM). simultaneously and run concurrently, both they may finish at different times. Start-to-Finish; Activity A starts before Activity B finishes.
Term 137 Definition 137

Term 136

Definition 136

Describe the function of relationship lags.

Relationship lags delay start-finish relationships. One should be careful in determining the lag duration, since preparation time and the actual delay between activities should be considered.

Term 138

Definition 138

What is a schedule relationship?

A schedule relationship is a logic link between activities that becomes the fundamental tool in building a schedule network.

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Term 139

Definition 139

Constraints are factors that affect an activitys start, finish and/or duration. Which of the following is not an example of a constraint? A. Calendar B. Date restraint C. Stakeholder D. Weather

C. Stakeholde

Term 140

Definition 140

Which is not a characteristic of typical project calendars? A. Multiple B. Weather, environmental, seasonal D. Based on the type of schedule used C. Workday D. Based on the type of schedule used.

Term 141

Definition 141

Project calendars are formulated: A. For estimates B. To reflect specific, long-running conditions or circumstances. C. For relationships D. For resource loading

B. To reflect specific, long-running conditions or circumstances.

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Term 142

Definition 142

Calendars along with durations provide the basis for an activitys estimated: A. Resources B. Cost C. Timeframe D. Relationships

C. Timeframe

Term 143

Definition 143

Why are multiple calendars used on a project?

Multiple calendars are used to depict various workday scenarios or conditions that can occur on a project. For example a project may have the following calendars: 5-day work week, 7-day work week, and exterior calendar to reflect weather days, seasonal, and weekend only work

Term 144

Definition 144

What may be a limit for a number of resources assigned to an activity? A. Resources assigned to other activities on the project. B. Availability of resources as a result of external constraints. C. Stakeholder driven. D. All of the above.

D. All of the above.

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Term 145

Definition 145

Which of the following would limited resources not affect on a project? A. Extend the project schedule. B. No impact. C. Modify the critical path. D. Increase the cost of the project

B. No impact

Term 146

Definition 146

What are the two key fundamental elements of cost and resource loading?

The WBS and OBS

Term 147

Definition 147

Cost and resource loading incorporate what two major elements into the schedule model?

Cost estimate and project execution plan.

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Term 148

Definition 148

What are two outputs of cost and resource loading?

Resource leveling and initial cash flow

Term 149

Definition 149

When should milestones be developed? A. Prior to identifying the project scope. B. When defining the schedule scope. C. Prior to baselining the schedule. D. When performing schedule updates.

C. Prior to baselining the schedule.

Term 150

Definition 150

Name six examples of milestones

Start milestone. Finish milestone. Start no sooner than (constraint). Start no later than (constraint). Finish no sooner than (constraint). Finish no later than (constraint).

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Term 151

Definition 151

What is a milestone?

A milestone is a key event (without duration) that serves to indicate that an interim project requirement has been achieved. A milestone may be a contractual or functional requirement in the schedule.

Term 152

Definition 152

True or False: Milestones can be tied to payments?

True

Term 153

Definition 153

True or False: Milestones should be agreed by principal stakeholders?

True

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Term 154

Definition 154

Schedule quality analysis is performed? A. At the beginning of the project. B. At changes of phases. C. Throughout the duration of the project. D. At the beginning and end of a project.

C. Throughout the duration of the project.

Term 155

Definition 155

The three interactive relationships in a schedule quality analysis are? A. Safety, quality, time. B. Cost, safety, time. C. Time, quality, cost. D. Safety, cost, time.

C. Time, quality, cost.

Term 156

Definition 156

The end result of a schedule quality analysis is? A. Continual improvement in the schedule. B. Schedule acceleration. C. Tracking schedule progress. D. Identification of constraints

A. Continual improvement in the schedule.

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Term 157

Definition 157

Schedule quality analysis should be performed by? A. The scheduler only. B. The scheduler and project manager. C. All stakeholders. D. Only the client

C. All stakeholders

Term 158

Definition 158

It provides a means to resolve issues What does a schedule quality analysis between stakeholders and proves the and compliance review accomplish? representation of the scope of work.

Term 159

Definition 159

Which is not an example of critical aspect of schedule documentation? A. Project scope definition. B. Contract specifications. C. Type of schedule used. D. Project cost estimate

C. Type of schedule used.

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Term 160

Definition 160

The schedule basis documentation narrative includes the following: A. Baseline schedule development and schedule change management procedures. B. Baseline schedule development and B. Baseline schedule development and critical/near critical path activities. critical and near-critical path activities. C. Critical and near-critical path activities and cost estimate model. D. Schedule change management procedures and cost and resource management guidelines.
Term 161 Definition 161

If the baseline schedule is revised and rebaselined, what should one do to the schedule basis documentation? A. Leave it as is. B. Revise the document as necessary B. Revise the document as necessary when the new baseline has been when the rebaseline has been approved. approved. C. Revise the document at the completion of the project. D. Revise the document monthly.
Term 162 Definition 162

Why is it important to develop schedule basis documentation?

This documentation provides the assumptions, constraints and parameters that the development of the baseline schedule is derived. It also provides the foundation for schedule change or delay and impact identification

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Term 163

Definition 163

If significant changes impact the critical path or completion date, what is used for analysis?

The baseline schedule is the significant document used for identifying and analyzing schedule change.

Term 164

Definition 164

The baseline schedule does all of the following, except? A. Measure progress B. Identify trends C. Identify milestones D. Identify changes

C. Identify milestones

Term 165

Definition 165

Important concepts for use of baseline schedules include? A. Updating B. Realigning C. Dumping D. Impacts

D. Impacts

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Term 166

Definition 166

The baseline schedule is a fully developed schedule for construction with all of the following attributes, except? A. Activities with durations. B. Activities with all appropriate attributes. C. Activities that are linked. D. Activities that solve logic issues

D. Activities that solve logic issues.

Term 167

Definition 167

True or False: The baseline schedule is the foundation for progress reporting?

True

Term 168

Definition 168

The baseline schedule is the foundation and basis for what?

Trending, progress measuring and reporting, and change management.

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Term 169

Definition 169

If there are significant variances to the baseline schedule, what should occur?

A new baseline schedule should be created and used for progress measurement and change management.

Term 170

Definition 170

Important considerations when tracking schedule progress include all but which of the following? A. Deductive documentation. B. Future change management. C. Historical documentation. D. Summary reporting.

A. Time period for updates.

Term 171

Definition 171

All but one of the following requirements is likely to be spelled out in the contract requirements for CPM periodic updates? A. Time period for updates. B. Number of copies to be submitted. C. Supporting data. D. List of completed change orders

B. Number of copies to be submitted

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Term 172

Definition 172

From the following list of requirements that an owner might specify for a baseline submittal, which one is most likely not a requirement? A. Time for submittal after Notice-toD. Time length for increments of long Proceed. duration activities B. Time for submittal after construction is initiated. C. Time as a requirement for completion of the work. D. Time length for increments of long duration activities.
Term 173 Definition 173

Name six methods to measure progress.

Level-of-effort (LOE), physical progress, incremental milestones, activity start/finish, substantial start/finish, supervisor judgment.

Term 174

Definition 174

What forms the basis for trending, Accurate progressing of the schedule. forecasting and change management?

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Term 175

Definition 175

What should one consider when updating the schedule?

One should consider the contract requirements for cost and payment loading into the schedule model

Term 176

Definition 176

Which of the following principals is not used in cost and resource management? A. Effective and efficient data gathering. B. Accurate data creation and manipulation. C. Schedule performance evaluation. D. Variance evaluation

A. Effective and efficient data gathering.

Term 177

Definition 177

Which of the following acronyms does not apply to cost and resource management? A. SPI B. VE C. SV D. BCWP

B. VE

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Term 178

Definition 178

Cost and resource management is a process to optimize all but? A. The accurate collection of data. B. Careful monitoring of field activities. C. Ensuring that reporting is correct. D. Back-checking home office costs.

D. Back-checking home office costs.

Term 179

Definition 179

Recommendations, resulting from effective cost and resource management, include which of the following? A. Changes in means and methods. B. Scope of work effort used. C. Changing in the pay estimates. D. Schedule manipulation

A. Changes in means and methods.

Term 180

Definition 180

Cost and resource management is a process that accomplishes all of the following goals except? A. Collecting accurate data. B. Monitoring field activities and D. Determining new activity duration. progress. C. Analysis of conditions found versus the schedule. D. Determining new activity duration

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Term 181

Definition 181

Described planned work.

The scheduled value of work for a given time.

Term 182

Definition 182

Described earned value.

The value of work that was completed in a specific time period.

Term 183

Definition 183

What is the SPI?

SPI is the ratio of worked performed divided by work scheduled.

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Term 184

Definition 184

What is a schedule variance?

Schedule variance is the difference between work schedule and work performed.

Term 185

Definition 185

What is resource leveling

Leveling is the smoothing of resources is to better allocate use of resources and avoid peaks or valleys and will utilize the available float of the activity

Term 186

Definition 186

When should a change be incorporated into the schedule? A. During the planning phase. B. After it is approved. C. As soon as it is identified. D. Never

B. After it is approved.

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Term 187

Definition 187

Which of the following is an important characteristic of schedule change management? A. Doing nothing B. Time impact analysis C. Baseline delineation D. Two-week look-ahead schedule

B. Time impact analysis.

Term 188

Definition 188

What elements of change should be integrated into the schedule model?

Schedule suspension, delay and disruption.

Term 189

Definition 189

What are key elements of the change process that need to be fully understood by the project team?

Extensive knowledge of and attention to the scope of work and contractual requirements.

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Term 190

Definition 190

Why is it important to identify and incorporate changes early?

To minimize the affect of change on the project schedule and cost

Term 191

Definition 191

Which of the following is not a form of acceleration? A. Crashing B. Compression C. Constructive baselining D. Directive acceleration

C. Constructive baselining

Term 192

Definition 192

What is the difference between directive and constructive acceleration?

Directive is when it is directed versus a stakeholders inaction or action in advance of direction.

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Term 193

Definition 193

Schedule acceleration is a result of ________.

Delay, increase in work scope, maintaining the current completion date, or expediting the completion date is an example of acceleration.

Term 194

Definition 194

When accelerating a schedule, what should be considered?

Effect of multiple shifts, overlapping of activities, overtime, modifying work methods, increasing or changing of resources, and cost among other elements

Term 195

Definition 195

Why is it important to document and communicate actions, when implementing schedule acceleration?

Schedule acceleration is often a contractual issue, therefore it is important to communicate the means, methods, and assumptions used in revising the execution plan

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Term 196

Definition 196

Which is not a resultant of schedule maintenance feedback? A. Recovery schedules B. Schedule acceleration C. Constructability review D. Control level schedule

D. Control level schedules

Term 197

Definition 197

Stakeholder schedule maintenance feedback includes? A. Documentation B. Management C. Project team D. All of the above

D. All of the above

Term 198

Definition 198

Feedback to the scheduler is not received as? A. Written responses to previous update reports. B. Stakeholder meetings C. Comments from the project team. D. Contract request for change

D. Contract request for change

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Term 199

Definition 199

Continual reassessment is important Why is stakeholder feedback to the overall success. Feedback may important in maintaining and updating also identify failures in alignment with the schedule? the execution plan.

Term 200

Definition 200

Which one is not a schedule control measure? A. Identification or notice of change. B. Analysis of change on schedule. C. Management of change to mitigate impacts. D. Management summary report

D. Management summary report

Term 201

Definition 201

Why are different levels of schedules developed?

Different schedule levels are developed to communicate the schedule to various stakeholders to reflect their specific interests. The control level schedules incrementally drop down from the master schedule.

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Term 202

Definition 202

What is the hierarchy of schedule types?

Schedule types are: - Level 1 Milestone/Executive summary - Level 2 Contract master/Detailed integrated - Level 3 Area master/Control - Level 4 Control /2-3 Week lookahead - Level 5 Daily/Hourly

Term 203

Definition 203

Which of the following is not a progress indicator? A. Variances B. Objectives C. Trends D. Total float

B. Objectives

Term 204

Definition 204

Why are variances and trend reporting important?

Variances and trends are progress indicators that assist in determining the status and health of a project. The earlier variances and adverse trends are recognized, the easier it is to take corrective action.

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Term 205

Definition 205

What can variance and trends influence?

Variance and trends can influence the end result of the project. Variances and trends provide the basis for revisions to the baseline plan, corrective action, alternatives and recommendations or potential change orders.

Term 206

Definition 206

Explain how Earned Value concepts affect variances and trends

Earned value concepts assist in the analysis of variances and trends that lead to schedule forecasts.

Term 207

The current progress report indicates that electrical conduit installation is 5 work days behind the baseline schedule, 65% complete, and driving the critical path. The previous monthly update showed this activity to be on schedule and was 15% complete. The baseline indicates the task should be complete in two weeks (remaining planned duration when at 55% complete) and the current update requires three weeks to complete the task using a 5 day workweek. A. What is the current trend? B. Describe the current variance. C. If you add an additional crew with the same capability as the current work effort, will the task be completed on time or early?

Definition 207

A. The schedule critical path activity is slipping and impacting completion for the entire project. B. The current variance is negative and may continue to grow, based on the difference between the previous and current reports unless corrective action is taken. C. 5-day workweek = 20 days in a month Current 5-day delay = 25% productivity loss (5 days behind in 20 workdays last period). Existing crew created the 5-day delay during the month, therefore = 75% variance. Adding the new crew should finish the activity on time, assuming the same conditions. The activity will not finish earlier than originally planned by adding a second crew.

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Term 208

Definition 208

Which of the following is not an element of critical path analysis? A. Evaluating activity relationships. B. Ensuring that change orders have been properly integrated into the schedule. C. Deleting milestones. D. Evaluating performance against the baseline.

C. Deleting milestones.

Term 209

Definition 209

What is the primary focus of the critical path analysis?

The primary focus of the critical path analysis is to evaluate the longest path of the project and identify critical or near-critical activities

Term 210

Definition 210

It is important to understand how the Why is it important for the scheduler software tool calculates start and to understand the mechanics of finish dates, float, scheduling software when performing constraints, and durations. All of these analysis? impact calculations that determine the critical path.

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Term 211

Definition 211

What is a key process in schedule analysis?

Gathering accurate information about schedule progress and analyzing trends to properly forecast the remaining work in the schedule model

Term 212

Definition 212

The following earned value concepts are included in schedule forecast development? A. Actual costs B. Estimate-to-complete (ETC) C. Schedule variance (SV) D. All of the above

D. All of the above

Term 213

Definition 213

Important factors in developing schedule forecasts do not include? A. Historical information, along with staffing and manning levels. B. Future productivity factors. C. Negative float. D. Baseline schedule

A. Historical information, along with staffing and manning levels.

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Term 214

Definition 214

Why is it important to perform whatif scenarios for significant pending change orders? A. Impact to schedule and cost. B. Equipment and material delivery lead time implications. C. Evaluation of available resources. D. All of the above

D. All of the above

Term 215

Definition 215

Which of the following is not an element of schedule forecasts? A. Prediction of future work. B. Planned sequence of activities. C. Baseline schedules. D. Labor and material utilization

C. Baseline schedules

Term 216

Definition 216

From what do schedule forecasts result?

Schedule forecasts are a result of actual performance and the analysis of variances and trends.

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Term 217

Definition 217

With what must forecasts align?

Contract requirements while meeting the reporting needs of stakeholders.

Term 218

Definition 218

All of the following conditions predicate a constructability review, except which one? A. Schedule progress B. Trends C. Stakeholders D. Forecasts

C. Stakeholders

Term 219

Definition 219

What factors could affect the constructability of a project?

Specifications, location, climatic conditions, site conditions, maintainability, progress and interim and final completion dates

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Term 220

Definition 220

Why should constructability be continually reevaluated?

Means and methods initially considered feasible may now be considered inappropriate

Term 221

Definition 221

Latent or patent conditions are different from existing contract Why would encountering a differing requirements and, site condition result in constructability therefore, result in the need to review? reevaluate current construction means and methods and calculate possible impacts on the schedule

Term 222

Definition 222

For what can a progress report be used? A. Become the basis for historical data. B. Used to estimate and schedule future work. C. Convey information concerning the project progress. D. All of the above

D. All of the above.

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Term 223

Definition 223

True or False: The progress report includes the following? A. Status of impacts and delays. B. Descriptive analysis of progress since last reporting period. C. Brief statements on short term and long term future work. D. Various types of progress, trend, and variance graphs and charts

True

Term 224

Definition 224

Which is not a characteristic of progress reports? A. Reliable B. Fixed C. Credible D. Accurate

B. Fixed

Term 225

Definition 225

Should one report be used for all stakeholders? Explain

No, reports should be adapted to meet the needs and purposes of the intended stakeholder

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Term 226

Definition 226

What are some common types of recovery schedule techniques? A. Acceleration, schedule compression, overtime, multiple shifts, or additional resources. B. Extending the schedule duration. C. Reducing manpower or subcontracts. D. Deceleration of critical activities in order to have non-critical path activities reaches a par with critical path activities
Term 227

A. Acceleration, schedule compression, overtime, multiple shifts, or additional resources.

Definition 227

How is recovery schedules triggered? A. By contractual requirement B. By the prime contractor C. By the owner D. By the project plans

A. By contractual requirement.

Term 228

Definition 228

Recovery schedules are a result of what?

Variances and trends, delays, or revisions to the scope of work.

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Term 229

Definition 229

For what are recovery schedules used?

Bringing the schedule and cost back into alignment with contract requirements and stakeholder needs.

Term 230

Definition 230

What is a management summary? A. A detailed report B. A set of construction documents C. A concise summary of key points and issues D. A report that excludes problem areas

C. A concise summary of key points and issues.

Term 231

Definition 231

The summary report is directed towards? A. Superintendents B. Project controls staff C. Management and owners D. Subcontractors

C. Management and owners

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Term 232

Definition 232

The management summary assists in? A. Making decisions about risk B. Giving detailed advice to the owner C. Procurement of third party equipment and materials D. Developing operating procedures A. Making decisions about risk.

Term 233

Definition 233

What type of information does management require? A. Concise and accurate with no surprises B. General information about the project C. Graphs and presentations on similar projects D. Detailed schedule analysis

A. Concise and accurate with no surprises.

Term 234

Definition 234

AD Activity Description ACWP Actual Cost of Work Performed ADM - Arrow Diagramming Method ADR - Alternative Dispute Resolution AE - Apportioned Effort AF - Actual Finish date ALAP - As Late As Possible AOA - Activity on Arrow (method) AON - Activity on Node (method) AS - Actual Start (date)

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Term 235

Definition 235

ASAP - As Soon As Possible BAC - Budget at Completion BCWP - Budgeted Cost of Work Performed BCWS - Budgeted Cost of Work Scheduled CA - Control Account CAC - Cost at Completion CM - Construction Management CPI - Cost Performance Index CPM - Critical Path Method C/SC2 - Cost/Schedule Control System Criteria
Term 236 Definition 236

CV - Cost Variance CWBS - Contract Work Breakdown Structure DCN - Design Change Notice DCR - Design Change Request DD - Data Date DDT&E - Design, Development, Test and Evaluation DU / DUR Duration EAC - Estimate At Completion ECN - Engineering Change Notice ECR - Engineering Change Request
Term 237 Definition 237

EF - Early Finish (date) EH - Earned Hours ES - Early Start (date) ETC - Estimate To Complete EV - Earned Value EVMS - Earned Value Management System FF - Finish-to-Finish (logic tie) FF - Free Float FS - Finish-to-Start (logic tie) GAAP - Generally Accepted Accounting Principles

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Term 238

Definition 238

ITC - Indicated Total Cost KPI - Key Performance Indicators KSI - Key Success Indicators LF - Late Finish (date) LOB - Line of Balance (method) LOE - Level oOf Effort LML - Lowest Management Level LP - Longest Path LS - Late Start (date) LSB - Lowest Static Baseline

Term 239

Definition 239

LSM - Linear Scheduling Method MBM - Management bBy Methods MBO - Management bBy Objectives MBP - Management bBy Politics MBR - Management bBy Rules MBV - Management bBy Values MBWA - Management bBy Walking Around MRP - Material Requirements Planning MRP - Manufacturing Resource Planning MPS - Master Production Schedule
Term 240

NTP - Notice To Proceed OBS - Organizational Breakdown Structure OFFE - Owner Furnished Fixtures and Equipment OD - Original Duration PC / PCT - Percent Complete PDM - Precedence Diagramming Method PDS - Product Breakdown Structure PERT - Project Evaluation and Review Technique PF - Planned Finish (date) PM - Project Management

Definition 240

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Term 241

Definition 241

PM - Project Manager PMIS - Project Management Information System PMO - Program / Project Management Office PMS - Performance Measurement System PS - Planned Start (date) RAP - Resource Allocation Plan RBS - Resource Breakdown Structure RD - Remaining Duration SF - Scheduled Finish (date) SF - Start-to-Finish (logic tie)
Term 242 Definition 242

SOW - Statement oOf Work SPI - Schedule Performance Index / Indicator SS - Scheduled Start (date) SS - Start-to-Start logic (tie) SV - Schedule Variance TC - Target Completion (date) TCM - Total Cost Management (process) (AACE International) TF - Target Finish (date) TF - Total Float TS - Target Start (date)
Term 243 Definition 243

WBS - Work Breakdown Structure WD Workday WH Workhour WW - Workweek

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Term 244

Definition 244

Basic types of contracts:

o Fixed price. o Unit price. o Cost plus (with fixed, incentive, or award fees). o Time and materials (T and M). o Guaranteed maximum price (GMP). Common delivery methods: o Design-build.

Term 245

Definition 245

Planning, scheduling and reporting requirements:

Notice to proceed (NTP). o Milestones. o Phases. o Resources. o Costing. o Substantial completion. o Project completion

Term 246

Definition 246

Delivery methods.

Development and coordination of contract component elements: - Specifications. - Plans. - Special requirements, e.g. permits. - Contract formulation.

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Term 247

Definition 247

General and special conditions:

a. Labor. b. Weather. c. Equipment. d. Material. e. Environment. f. Regional constraints. g. Any other project-specific variables and requirements.

Term 248

Definition 248

Public agencies stakeholders:

- Federal. - State. - Local. - Special purpose entity; - School or university. - Utility district. - Special legislative, e.g., Tennessee Valley Authority (TVA).

Term 249

Definition 249

Types of stakeholders:

- Public agency - Private entities - Engineer-architects. - Contractors. - Subcontractors. - Consultants. - Vendors. - General public

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Term 250

Definition 250

Private entities stakeholders:

- Owner. - Developer. - Individuals. - Social or political organizations. - Individuals and special interest groups. - Public agencies and private enterprises.

Term 251

Definition 251

General public stakeholders:

- Land owner. - Activist. - Investor. - Concerned citizen

Term 252

Definition 252

Methods of constructability:

o Modularization. o Pre-fabrication.

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Term 253

Definition 253

Pre-assembly:

o Design-build. o Material alternatives. o Means and methods analysis. o Design alternatives and constraints. o Health, safety and environmental (HSE) impacts.

Term 254

Definition 254

Costing constructability:

o Time. o Labor. o Transportation. o Storage. o Site access. o Governmental requirements. - Permitting. - Accessibility. - Inspections and compliance.

Term 255

Definition 255

Categories of resources:

o Labor. o Equipment. o Material. o Human. o Technology.

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Term 256

Definition 256

Labor categories of resources:

- Management. - Technical. - Supervisory. - Craft. - Subcontract.

Term 257

Definition 257

Equipment categories of resources:

- Construction equipment. - Engineered (installed) equipment.

Term 258

Definition 258

Material categories of resources:

- Type. - Availability. - Deliverables. - Timing and phasing (need-by dates and logistics). - Installation. - Protection.

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Term 259

Definition 259

Human categories of resources:

- Skill level. - Social values. - Cultural impacts. - Performance issues.

Term 260

Definition 260

Data sources:

o Historical database. o Program or project specific data.

Term 261

Definition 261

Historical database data sources:

- Type of program or project. - Location. - Prevailing conditions.

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Term 262

Definition 262

Program or project specific data sources:

- Site survey. - Local resource studies. - Logistics and transportation.

Term 263

Definition 263

Terms to Know Value engineering (VE). Cost effectiveness. Materials selection. Functional ability. Constructability. Design schedule.

Term 264

Definition 264

Terms to Know Owner Suppliers Contractors Public agencies Designers Public groups Third parties Non-governmental organizations (NGOs)

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Term 265

Definition 265

Timeframe:

a) Phase b) Milestone c) Completion d) Operations

Term 266

Definition 266

Site and local considerations:

o Resources (labor, material, equipment, etc.) o Location - Urban - Rural - Remote o Project Type - Undeveloped - Reuse - Renovation o Local environment and climatic conditions
Definition 267

Term 267

Delivery methods:

o Design-bid-build 48 o Design-build o EPC (engineering-procurementconstruction) o Design-build-operate o Variations of above

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Term 268

Definition 268

Infrastructure:

o Access o Utility availability o Easements

Term 269

Definition 269

Productivity:

o Labor o Equipment

Term 270

Definition 270

Scope of work:

o Asset. o Function. o Program and project.

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Term 271

Definition 271

Work packages:

o Engineering and design. o Contract. o Construction.

Term 272

Definition 272

Considerations and constraints:

o Deliverables. o Milestones. o Variables.

Term 273

Definition 273

Contractual obligations:

o Milestones. o Deliverables.

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Term 274

Definition 274

Baseline:

o Schedule. o Budget and cost. o Forecasts. o Periodic reporting.

Term 275

Definition 275

WBS development & OBS development:

o Basic techniques. - Top-down. - Bottom-up. - Template-based. o Roll-up and summarization. o Code or chart of accounts.

Term 276

Definition 276

Cost breakdown structure (CBS):

o Elements of cost. o Labor. o Materials. o Direct costs. o Indirect cost. o Work breakdown structure (WBS). o Organization breakdown structure (OBS).

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Term 277

Definition 277

Planning for forecasting:

o Periodic - Weekly - Monthly 9 Quarterly o Special - Change in conditions - Added or deleted work - Progress variance(s)

Term 278

Definition 278

Estimate types and classes: o Class 5 o Class 4 o Class 3 o Class 2 o Class 1

o Class 5 Screening or Feasibility. o Class 4 - Conceptual or Feasibility. o Class 3 Budget, Authorization, or Control. o Class 2 Control or Bid/tender. o Class 1 Check or Bid/tender.

Term 279

Definition 279

Status reporting:

o Progress. o Schedule. o Cost. o Earned value. o Change and configuration management.

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Term 280

Definition 280

Forecasts:

o Periodic. - Weekly. - Monthly. - Quarterly. Special. - Change in conditions. - Added or deleted work. - Progress variance(s).

Term 281

Definition 281

Control level schedules: o Level 1 o Level 2 o Level 3 o Level 4 o Level 5

o Level 1 Milestone / Executive summary. o Level 2 Contract master / Detailed integrated. o Level 3 Area master / Contract. o Level 4 Control 2-3 Week Lookahead schedules. o Level 5 Daily / Hourly.

Definition 282 Term 282

Schedule development tools and techniques:

a) Bar or Gantt charts. b) Critical Path Method (CPM) and network models: - Arrow Diagramming Method (ADM) / i j Node, also known as Activity-onArrow (AOA). - Precedence Diagramming Method (PDM). c) Program Evaluation and Review Technique (PERT) and other risk models: - Parties. - Transactions and considerations. - Written versus oral.

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Term 283

Definition 283

Breakdown structures:

o Work breakdown structure (WBS). o Organization breakdown structure (OBS). o Cost breakdown structure (CBS).

Term 284

Definition 284

Work Breakdown Structure (WBS):

a. Defining WBS by levels and elements. b. Coding techniques. c. Activity coding. d. How WBS is used in schedule modeling and control

Term 285

Definition 285

Organization Breakdown Structure (OBS):

a. Defining OBS by levels and elements. b. Coding techniques. c. Activity coding. d. How OBS is used in schedule modeling and control

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Term 286

Definition 286

Cost Breakdown Structure (CBS):

a. Intersection of WBS and OBS. b. How CBS is used monitor, report, and control costs as the work progresses (actual and forecasted schedule).

Term 287

Definition 287

Schedule types:

o Gantt charts. o Critical Path Method (CPM). o Project Evaluation and Review Technique (PERT). o Linear schedule. o Line of balance. o Rolling wave. o Baseline. o Target. o Schedule control level. o Fragmentary and work schedule. o Recovery.
Definition 288

Term 288

Relationships:

o Finish-to-start (FS). o Start-to-start (SS). o Finish-to-finish (FF). o Start-to-finish (SF) o Leads and lags.

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Term 289

Definition 289

Date constraints:

o Start. - No earlier than. - No later than. o Finish. - No earlier than. - No later than.

Term 290

Definition 290

Activity types:

o Milestones. o Tasks. o Hammocks and summaries. o Level-of-effort (LOE). o Flags. - WBS. - Independent. - Start. - Finish.

Term 291

Definition 291

Reports:

o Tabular. o Graphic.

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Term 292

Definition 292

Calendars:

o Types. o Lags.

Term 293

Definition 293

External stakeholders:

o Owner. o Local political and community interests. o Permitting and code enforcing entities. o Owners users and customers.

Term 294

Definition 294

Internal stakeholders:

o Prime contractor and project management contractor. o Principal subcontractors. o Second tier of subcontractors. o Suppliers. o Installers. o Startup, testing, and compliance support personnel.

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Term 295

Definition 295

Cost estimate types: o Class 5 o Class 4 o Class 3 o Class 2 o Class 1

o Class 5 Screening or Feasibility. o Class 4 - Conceptual or Feasibility. o Class 3 Budget, Authorization or Control. o Class 2 Control or Bid/Tender. 138 o Class 1 Check or Bid/Tender.

Term 296

Definition 296

o Alpha-numeric identifier systems148 Modeling Activity: o Descriptive names o Duration

Term 297

Definition 297

Modeling Activity types:

o Elements of work o Related support work examples - Ordering of long lead-time items which impact the work. - Submittal processes: schedules, submitting, approval, etc. o Dividing of elements of work into increments or units of work, which are spaced over time.

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Term 298

Definition 298

Constraints:

o Date. o Resource. o Contractual. o Preferential. o Calendars o Weather o External.

Term 299

Definition 299

Resource loading:

o Resource allocation o Resource availability o Resource management o Front-end o Back-end

Term 300

Definition 300

Float:

o Total. o Free.

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Term 301

Definition 301

Earned value (EV) terminology related to schedule progress:

Budgeted cost of work scheduled / planned work (BCWS). Budgeted cost of work performed / earned progress or %-complete. (BCWP). Schedule performance index (SPI). Schedule variance (SV). Resource loading. Resource leveling. Cash flow.

Term 302

Definition 302

Scope variance:

o Positive change. o Negative change.

Term 303

Definition 303

Schedule acceleration:

o Directed acceleration. o Constructive acceleration.

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Term 304

Definition 304

Schedule control measures:

o Identification and notice of change. o Documentation and classification of change. o Analysis of change on schedule. o Management of change to mitigate impacts. o Resolve change orders, disputes and claims in a timely manner.

Term 305

Definition 305

Variance and index calculations:

o Schedule variance (SV). o Schedule performance index (SPI).

Term 306

Definition 306

Logic calculation methods:

o Retained o Progress override

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Term 307

Definition 307

Earned value concepts:

o Planned value (PV); Budgeted cost of work scheduled (BCWS). o Earned value (EV). Budgeted cost of work performed (BCWP). o Actual cost (AC). Actual cost of work performed (ACWP). o Budget-at-completion (BAC). o Estimate-to-complete (ETC). o Estimate-at-completion (EAC); some organizations use indicated total cost (ITC). o Percent complete. o Schedule variance (SV). o Cost variance (CV).
Definition 308

Term 308

Types of Reports: o Tabular and written

o Narrative status o Variance - Percent duration - Float - Milestone analysis o Trend - Percent (%)-complete - Period o Forecast o Float o Target or baseline comparison o Earned value
Definition 309

Term 309

Types of Reports: o Graphic

o Bar charts 242 o Time-scaled network diagram o Time-scaled bar chart o PERT diagram o Progress curves - Early and late curves (aka S-curves and banana curves) - Resource utilization (period and cumulative) o Earned value o Target or baseline comparison

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Term 310

Definition 310

Recovery schedules:

o Schedule acceleration o Schedule compression o Overtime o Multiple shifts o Additional resources o Schedule crashing

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