AMERICAN SPORTS BUILDERS ASSOCIATION CRITICAL PATH METHOD SCHEDULING FOR SUCCESS December 6-8, 2008 New Orleans, Louisiana Presented By: Bill Pronevitch SCHEDULING- Is It Necessary? • Effective Project Management involves coordinating activities such as: – – – – Planning Organizing Controlling Time (scheduling) Cost • The “Scheduling” process forces people to: – Quantify their effort in discrete terms – Place tasks in proper relationships SCHEDULING- Methodologies • Two of the most common methodologies: – Bar Charts – Critical Path • ADM: Arrow Diagramming Method • PDM: Precedence Diagramming Method • Both scheduling methods are widely used for: – Controlling – Making optimal use of project time SCHEDULING- Bar Charts • Bar Charts (also called “Gantt Charts”) are primarily for controlling Time elements: – Analyze/ specify the basic approach to be used – Segment the work into a reasonable number of activities that can be scheduled – Estimate the time required to perform each activity (i.e.- activity duration) – Place activities in “time-order” (logic) – Adjust the chart until the specified completion date, if one exists, is satisfied. SCHEDULING- Bar Chart A Gantt Chart (Bar Chart) shows: B •All Activities and Status on a Single Chart C D E F 0 1 2 3 4 5 6 7 8 9 10 11 12 SCHEDULING- Bar Charts • Benefits: – Plan, Schedule, and Progress on a single chart – A simple, understandable way to schedule small projects or undertakings • Disadvantages: – Activity-limited, can’t handle complex projects – Doesn’t show logic ties (activity relationships) – Insufficient detail to enable timely detection of schedule slippages on long duration activities SCHEDULING: Critical Path • The Critical Path Method (CPM) was designed for and is useful on projects where the duration of each activity can be with reasonable certainty - it predicts project overall completion - it identifies the (critical) activities that control the overall length of the project • CPM is widely used in: process industries construction and plant outages/ shutdowns. SCHEDULING: Critical Path • Benefits: – Determines shortest project completion time – Identifies “critical” activities – that can not be slipped or delayed (i.e.- “TOTAL FLOAT”) – Shows allowable slippage for “non-critical” activities (i.e.- “FREE FLOAT”) • Disadvantages: – Large number of activities required – Difficult to read, understand, and maintain. SCHEDULING: CPM/ADM • ADM (Arrow Diagramming Method): – Arrow (line): represents an Activity – Tail (of arrow): shows an Activity’s start – Head (of arrow): shows an Activity’s finish – Node (or event): shown at each end • The “Activity Number” consists of Head and Tail numbers, commonly referred to as I-J nodes (i.e.- “I-J Method” of CPM) SCHEDULING: CPM/ADM ADM: Arrow Diagramming Method Process Work Requisition Install Order Material Pump 1 4 2 Assign Crew 3 5 (Dummy Activity – shows relationship, zero duration) SCHEDULING: CPM/ADM • Benefits: – Allows use of “Dummy Activities” which: • Have a “ZERO” time duration • Can be used to show additional relationships • Disadvantages: – An Activity’s “Predecessor” must be complete before the Activity can start! – Neither the Activity’s “arrow length” or “arrow direction” have any meaning SCHEDULING: CPM/PDM • PDM (Precedence Diagramming Method): – Box/ Node: represents an Activity – Line/ Arrow: represents a Precedence – with time and direction properties • Precedence consist of two parts: – “Relationship”: a Predecessor or Successor – “Lag”: the (positive or negative) number of work periods by which a specified Activity will be delayed (assumed to be “0” if not specified) SCHEDULING: CPM/PDM PDM: Precedence Diagramming Method Process Work Order Requisition Material Install Pump A B C Assign Crew D Pump Installation Completed E SCHEDULING: CPM/PDM • Types of Relationships, Lags (aa,n): – FS, 0: Finish-to-Start, With “0 units” of delay – FF, 7: Finish-to-Finish, with “7 units” of delay – SS, 5: Start-to-Start, with “5 units” of delay – SF, 0: Start-to-Finish, with “0 units” of delay SCHEDULING – PDM/ LOGIC Relationships (Logic Ties, Lags Finish -to- Finish Finish –to- Start A (FF,5) A B B (FS,0) Start –to- Start A Start –to- Finish B B A (SS,4) (SF,0) SCHEDULING: CPM/PDM • “6” Major Types of Constraints – Start On: a mandatory date – Start No Earlier Than*: can start “later” – Start No Later Than*: can start “earlier” – Finish On: a mandatory date – Finish No Earlier Than*: can finish “later” – Finish No Later Than*: can finish “earlier” * NOTE: Schedule logic drives “earlier” and “later” start and finish dates SCHEDULING- PDM/ OTHER • Hammock Activity – Spans many activities to show an “overall” performance period (i.e.- a summary activity) • Logic Loop – One of the most common “scheduling errors” – Occurs when a set of activities precede each other in a “circular” fashion, (a group of activities can never begin nor end) – Must be eliminated prior to calculating the schedule (i.e.- running a time analysis) SCHEDULING- Hammock PDM: Hammock (Summary) Activity A B C D E SCHEDULING – PMD/LOOP LOOP: No beginning or end (a circular path) A B C LOOP F E D SCHEDULING – PDM/ CALC’S • Once a network has been created and the durations estimated for each activity, both the “Total Time” to reach project completion and each activity’s “individual” start and finish times, can be calculated – Manual computation is easy and logical (but tedious & time-consuming on large projects) • Forward Pass: calculates early start/finish, (ES/EF) • Backward Pass: calculates late start/finish, (LS/LF) SCHEDULING – CALC’S • FORWARD PASS: – Calculates “Earliest Start” and “Earliest Finish” times, observing the following rules: • Assign an “ES” time to the first activity • Other activities start as soon as their “predecessor” relationships have been satisfied • Equations: – ES = EF (Pred.) + 1 – EF = ES + Duration - 1 SCHEDULING – CALC’S • BACKWARD PASS: – Calculates “Latest Start” and “Latest Finish” times, observing the following rules: • Assign an “EF” time to the last activity. • All activities finish as soon as their “Successor” relationships have been satisfied. • Equations: – LF = LS (Succ.) – 1 – LS = LF – Duration + 1 SCHEDULING – CALC’S • PDM ACTIVITY NOTATION: – – – – Activity Number: unique number to an activity Duration: number of “work periods” assigned ES & EF: calculated in Forward Pass LS & LF: calculated in Backward Pass ACTIVITY NUMBER ES 1 A 5 EF LS 3 5 7 LF DURATION FORWARD & BACKWARD PASS 10 40 14 5 START 20 50 60 4 4 5 30 5 Legend FINISH Activity ID ES LS EF Duration LF FORWARD & BACKWARD PASS 10 1 40 5 6 19 14 5 20 6 50 9 4 START 10 60 13 20 4 5 30 5 9 24 5 Early Dates: Legend ESs = EFp + 1 EFs = ESs + Ds - 1 24 FINISH Activity ID ES LS EF Duration LF FORWARD & BACKWARD PASS 10 1 5 40 5 6 14 19 20 12 START Late Dates: 4 50 15 16 4 19 20 5 24 30 11 5 15 24 Legend LFp = LSs -1 LSp = LFp – D +1 60 FINISH Activity ID ES LS EF Duration LF FORWARD & BACKWARD PASS 10 1 1 5 40 5 6 5 6 19 14 19 20 6 12 START 4 9 10 15 16 4 13 20 19 20 11 9 24 5 24 5 24 24 15 Legend LFp = LSs -1 LSp = LFp – D +1 60 30 5 Late Dates: 50 FINISH Activity ID ES LS EF Duration LF What is the Scheduling Process? Report/ Status Scheduling Planning IDENTIFY MILESTONES • Project Start • Project Phase Start and Finishes • Equipment and/ or Long Lead Item Delivery • Project Finish DEVELOP ACTIVITY LIST (EXAMPLE: HOUSE CONSTURCTION) • Select Lot • Close Financing • Clear and Grub Lot • Landscape • Install Utilities • Purchase Appliance and Lighting Fixtures • Construct House • Select Contractors • Arrange Financing • Install Flooring • Paint ASSIGN DURATION TO ACTIVITES (EXAMPLE: HOUSE CONSTRUCTION) • • • • • • • • • • • Select Lot Clear and Grub Lot Install Utilities Construct House Select Contractors Arrange Financing Close Financing Landscape Purchase Appliance/Lighting Fixtures Install Flooring Paint 3 days 10 days 3 days 60 days 5 days 5 days 1 day 5 days 1 day 5 days 5 days SEQUENCE ACTIVITIES ASK THREE QUESTIONS! • What activity must come before this one? • What activity must come after this one? • What activities can I perform at the same time? REVIEW AND FINALIZE • • • • Review Relationships Review and Finalize Durations Review Resource Usage Review and Finalize Project End Date – Does this achieve the desired date? – If it does not…. What is the plan NOW?!? SCHEDULING- CONCLUSION • Planning and scheduling functions are usually performed iteratively in order to provide for accomplishing all required tasks within the specified time frames • Both Critical Path Methods (ADM & PDM) create networks showing activity durations and total time for project completion • “Failing to Plan is Planning to Fail”, hence “Plan the Work, Work the Plan”