Professional Documents
Culture Documents
Tracking Project Performance PART-1 Schedule Updating-Fall18 PDF
Tracking Project Performance PART-1 Schedule Updating-Fall18 PDF
Schedule Updating
2
OUTLINE
Schedule Updating
Reasons for Schedule Updating
Why Update the Schedule?
What Needs Updating?
Determining Task Actual Dates
Estimating Task Percentage Completion
Recovery Schedules
3
Schedule Updating
One the primary tasks during project control is periodically
measuring project time and cost performance.
Project
Control
Time Cost
Control Control
- Allows to develop periodic Progress Schedules to check the time status at the
project level and the task level.
- Uses several metrics including actual start/finish, actual duration, estimated
remaining duration and percentage completion.
4
Schedule Updating
Baseline Schedule
5
Why Schedule Updating?
Construction projects are dynamic in nature - Once
construction commences, original conditions change
requiring updating the baseline schedule.
7
Why Schedule Updating?
8
What Needs Updating?
Updating the schedule involves tracking tasks that are
completed (started and finished) or are in progress.
9
What Needs Updating?
10
What Needs Updating?
2- Schedule Logic
11
What Needs Updating?
12
Determining Task Actual Dates
Updating the schedule involves tracking tasks that are
completed (started and finished) or are in progress
(started).
13
Determining Task Actual Dates
A crucial input metric needed to update the schedule is
activity Actual Start and Actual Finish.
Start Status
Date Date
A
AS
B
AS AF
C
Baseline Schedule
Updated Schedule
14
Estimating Task Percentage Completion
Another crucial input metric necessary for schedule
updating and tracking project performance is estimating
task progress or Percentage Completion.
15
Estimating Task Percentage Completion
Too often, progress of a partially completed task is
reported in a qualitative manner – a judgement call.
Frequent answers include:
I am almost there
I am about 90% done Drive-by Assessment!
I have 2 days left
16
Estimating Task Percentage Completion
Various methods are used to determine an estimate for task
percentage completion:
1- Time dependent
This is a progress measure based on actual duration and estimated
remaining duration – %Complete Method (utilizes RD estimate)
17
Estimating %Complete
%Complete is time dependent and is determined by
comparing Actual Duration (i.e. actual time expended) to
estimated Total Duration to Complete the task.
18
1- Estimating %Complete
NOTE:
20
Estimating %Complete and %Work Complete
Example-1: Scenario A
An activity requires 5 days to complete and one resource
working 8 hrs. per day.
1. Discrete Tasks
2. Apportioned Effort Tasks
3. Level of Effort (LOE) Tasks
23
Measuring Accomplishment
Examples:
Construct Slab on Grade, Erect Steel Beams, Install Duct
Work, etc.
24
Measuring Accomplishment
25
Measuring Accomplishment
26
Measuring Accomplishment
NOTE:
Classification of work tasks needs to occur early during
the planning and budgeting
Based on the selected classification of a work task, an
assessment technique is selected to assess progress of
the task and determine work accomplished.
The techniques for assessing discrete tasks are the most
numerous because there are many different ways of
assessing status for work that is objectively measurable
with defined work products.
27
Measuring Accomplishment
DISCRETE Tasks
Numerous methods (best practices) exist for measuring
physical accomplishment of Discrete tasks. Five methods
are discussed here:
• Fixed Formula (Start-Finish)
• Physical %Complete (Units Completed)
• Incremental Milestones (Milestone Weights)
• Level of Effort (LOE)
• Individual Judgement
Each of these techniques is useful in different
applications, depending on the duration of the task and
the nature of the work to be accomplished.
28
Measuring Accomplishment
Method selection could be dictated by the contract.
Each method has different features and provides
somewhat different measure of progress.
The level of objectivity to subjectivity varies per method.
Sound managerial judgement must be applied no matter
which method is used.
29
Measuring Accomplishment
1- FIXED FORMULA method
aka Start-Finish method
Applies a percent complete to the start and finish of an activity to
assess its progress. Either no or some limited progress is “earned”
when the activity is started, and balance of full progress is earned
when the activity is finished.
Common percentages used are 0/100, 50/50, or 30/70.
Footings
Completed
or in Progress 1 2 3 4 5 6 7 8
Footings
9 10 11 12
Remaining
31
Measuring Accomplishment
Advantages:
A quantitative progressing technique that is suitable for low
value and/or short-term duration tasks without readily
definable intermediate milestones.
Requires minimal effort to measure accomplishment for a
task/work package.
Disadvantages:
No significant disadvantages for short term, low value work
packages.
Not very effective for longer term work packages.
32
Measuring Accomplishment
2- PHYSICAL %COMPLETE method
Aka Units Completed method
Progress of the task or work package is estimated by comparing the
number of completed units of work with the actual total units in the
project for a specified task or work package.
33
Measuring Accomplishment
Example-3: Physical % Complete
Applying this assessment method to the previous example
Footings 1 2 3 4 5 6 7 8
Completed
or in Progress Progress of footings is accurately measured
in the field to determine work remaining.
%Complete = 80%
Physical % Complete = 75%
Disadvantages:
Requires much more effort and/or time to estimate quantities
completed and work remaining in order to assess progress of
work tasks/work packages.
36
Measuring Accomplishment
3- INCREMENTAL MILESTONE method
aka Milestone Weights method
The work package is divided into separate measureable tasks and
completing each task is considered achieving an “incremental
milestone”.
The method assigns budget values to each milestone. Progress is
earned when reaching full completion of each milestone.
Used for work packages with long term durations and ideally should
have milestones each month or accounting period.
37
Measuring Accomplishment
38
Measuring Accomplishment
Advantages:
Requires objective measurable milestones.
Disadvantages:
Does not allow partial credit for in-process work.
Requires detailed milestone planning.
39
Measuring Accomplishment
A combination technique such as Incremental Milestone +
Physical %Complete or Incremental Milestone + Physical
%Complete + Start-Finish can be used.
40
Measuring Accomplishment
Example-6: Combination
Incremental Milestone + Physical %Complete + Start-Finish
41
Measuring Accomplishment
Advantages:
Allows for partial credit against milestones.
Disadvantages:
Requires the Control Account Manager assessment of the
%complete for each milestone and requires
documentation of assessment methodology.
42
Measuring Accomplishment
4- Level of Effort (LOE)
This is a qualitative (subjective) progressing technique used when it is
very difficult to objectively measure what work was accomplished for
the budget spend.
The LOE method assumes that progress is equal to the actual cost
divided by the budget.
43
Measuring Accomplishment
5- Individual Judgement
This is a qualitative (subjective) progressing technique is used
when progress is very difficult to be assessed with other methods
previously discussed.
44
Estimating Task Percentage Completion
46
Estimating Task Percentage Completion
Example-7: Scenario A
An excavation activity requires removal of 10,000 CY of earth. Planned
duration is 10 days with a planned daily output estimated at 1000 CY/day.
An update at the end of day 5 indicated that only 4,000 CY were
excavated due to unexpected adverse conditions. Adverse conditions will
discontinue
% Complete = 5 = 40%
5 + 7.5
48
Estimating Task Percentage Completion
Example-8:
The precedence diagram network shown below represents the baseline
schedule for a small project.
A B Lag = 3 days F
1 2 1
C D E
1 1 1
Duration in days
ES OD EF
Activity
LS LF Baseline Schedule
1 2 1
Lag = 3 days
A (1 day) B (2 days) F (1 day)
1 1 1
C (1 day) D (1 day) E (1 day)
50
Estimating Task Percentage Completion
Example-8:
Baseline Schedule Time Period
1 2 3 4 5 6 7 8 9
51
Estimating Task Percentage Completion
Example-8:
1 2 2 3 1
1 4 8 1 8
Lag = 3 days
A (1 day) B (2 days) F (1 day)
4 8 8
3 1
2 5 6 1 6 7 1 7
C (1 day) D (1 day) E (1 day)
5 6 6 7 7
52
Estimating Task Percentage Completion
Example-8:
Status Date (or Data Date)
Updated Schedule (end of day 3) (Date through which you have collected status information)
1 2 3 4 5 6 7 8 9
A
Imposed Lag
B
53
OUTLINE
Schedule Updating
Reasons for Schedule Updating
Why Update the Schedule?
What Needs Updating?
Determining Task Actual Dates
Estimating Task Percentage Completion
Examples
Recovery Schedules
54
Tracking Time Performance
Comparison of project Actual Finish date to Baseline
Finish Date provides a single metric of the status of
project completion.
Baseline Schedule
55
Tracking Time Performance
Analyzing activity progress status provides various
indicators regarding the progress of each activity.
Identify tasks that are delayed Baseline Schedule
to start.
Identify tasks that are delayed
to finish.
Identify tasks that required
Delayed to finish
longer duration to complete Required longer duration to complete
Is a critical task
(exceeded planned Delayed to start Updated Schedule
duration/production rate).
Determine critical tasks.
Delayed to start
Will require longer duration to complete
Is a critical task
56
Tracking Time Performance
Tracking time status at the project level and the task level
does not provide progress information regarding the
collective status of the project as of the current date.
57
Tracking Time Performance
Exercise-1: With reference to the AON logical network
representing the baseline schedule (attached), the following
progress information was available at the end of day 15,
58
Tracking Time Performance
Required:
Based on the progress information available at end of day 15,
and using the template, update the schedule by completing the
following:
59
Exercise-1: Baseline Schedule
ES dur EF
11 5 15
lag = 5 days task
C
31 35 LS float LF
1 10 10 11 5 15 21 5 25
lag = 5 days
A B D
1 10 21 25 31 35
36 5 40 41 10 50
G H
36 40 41 50
6 30 35
lag = 5 days lag = 5 days
E
6 35
6 15 20
F
26 40 60
Exercise-1: Solution
lag = 5 days
ES dur EF
C
task
LS float LF
lag = 5 days
A B D
G H
61
OUTLINE
Schedule Updating
Reasons for Schedule Updating
Why Update the Schedule?
What Needs Updating?
Determining Task Actual Dates
Estimating Task Percentage Completion
Examples
Recovery Schedules
62
Frequency of Schedule Updating
1- Project’s complexity
2- Frequency of delays and unexpected events
3- Contract requirements
In majority of US private and government construction
contracts, schedule updating is specified to be once a
month and is tied to progress payment request.
4- Scope changes (Change Notices)
63
OUTLINE
Schedule Updating
Reasons for Schedule Updating
Why Update the Schedule?
What Needs Updating?
Determining Task Actual Dates
Estimating Task Percentage Completion
Examples
Recovery Schedules
64
Contractual Requirements for Schedule Updating
Monthly schedule
Example Contract Requirements updates required for
approval and processing
of monthly payments.
66
OUTLINE
Schedule Updating
Reasons for Schedule Updating
Why Update the Schedule?
What Needs Updating?
Determining Task Actual Dates
Estimating Task Percentage Completion
Examples
Recovery Schedules
67
Recovery Schedules
When an unanticipated event or a series of events occur
and result in slowing the progress of the work, a
Recovery Schedule may be contractually requested or
demanded by the project owner
The purpose of a Recovery schedule is to Accelerate
or “Recover” time on a schedule lost due to delays or
other impacts
Recovery Schedules are revised plans to return the
current projected schedule completion date to that of
the planned completion date.
Warner Consultants
68
Recovery Schedules
Contract provisions that include recovery schedule
language often will have language similar to the following:
69
Recovery Schedules
A Recovery Schedule differs from a schedule update in
that a recovery schedule projects substantial
completion by either the original contract completion
date, or some other date that is still earlier than the
currently-projected completion date reflected in the
most recent schedule update.
70
Recovery Schedules
Production of a Recovery Schedule should not be
confused with the contractor’s duty to mitigate - By
common law principles, a contractor has a duty to
mitigate delays caused by impacting events, even if he
is not responsible for the impacting event.
71
Recovery Schedule Development
72
Recovery Schedule Development
74
Recovery Schedule Development
75
Recovery Schedule Development
76
Thank You
77