Project Management 4A Unit 4: Planning and Programmes 1 Copyright D Kruger 2018 UJ • Aim of this unit. – This unit examines the management function of construction planning. – We focus on the relationships between planning and the functions of monitoring and control. – We investigate planning as a process carried out during all project phases including pretender, pre-contract and contract. – Introduces the concepts and principles of planning and its applications to programmes for the effective time management of construction projects. 2 Copyright D Kruger 2017 UJ – Construction Planning • Planning = process of determining, analysing, devising and organising resources. • Process of determining the method, sequence, resource requirements to undertake construction. • Core element = establishment of programme in relation to real time. • Forms basis for construction monitoring and control. • Requires detail consideration of each item of work. 3 Copyright D Kruger 2017 UJ 4 Copyright D Kruger 2017 UJ 5 Copyright D Kruger 2017 UJ Hoover Dam Bypass Bridge 6 Copyright D Kruger 2017 UJ Bridge in China 7 Copyright D Kruger 2017 UJ 8 Copyright D Kruger 2017 UJ 9 Copyright D Kruger 2017 UJ 10 Copyright D Kruger 2017 UJ 11 Copyright D Kruger 2017 UJ 12 Copyright D Kruger 2017 UJ New Intersection Construction 13 Copyright D Kruger 2017 UJ – Outputs of Construction Planning • Total contract period • Labour requirements • Material and component requirements with delivery schedule • Plant and equipment requirements including type, capacity, utilisation, servicing, stand-by. • Above is required for pre-tender planning as well as pre-contract and contract planning. 14 Copyright D Kruger 2017 UJ – Planning, Monitoring & Control (p87) • Two fundamental aspects – Planning the works – Progress Monitoring and Works Control during execution • Fundamental requirements for success – Detailed plan or program for management & operations – Implementation by both management and operatives to work the plan (management procedures and working instructions) • Monitoring provides early warning of problems • Control allows for rectification of problems with proactive rather than reactive intervention. 15 Copyright D Kruger 2017 UJ – Benefits of Planning, Progress Monitoring & Control (p88) • • • • • • • • • 16 Determine sequence of work Effective and realistic work programme Indicates labour & other resource requirements Highlight & rearrange priorities Estimates activity durations and completion dates Prevent work over- or under load Allows for stock planning Allows for subcontractor planning ……… and much more Copyright D Kruger 2017 UJ – Preliminary considerations • Kind of planning mechanism required? (pre-tender, pre-contract and contract) • Who will use this mechanism? (senior, mid or lower level management & supervisors) • Why is this mechanism used? (specific purpose eg estimating or method sequencing) • Complexity of construction project (simple straightforward planning or complicated complex planning) • Short-term or sub-programmes 17 Copyright D Kruger 2017 UJ – Programming • Dividing of work into work sections and operations • Pre-tender programming vs. pre-contract programming (time-lag may be a problem) • Requires detail consideration and careful planning of each operation in a logical sequence and with the most cost-effective use of resources. • To develop a programme we need to consider: – – – – – 18 Method Sequence Volume of work Resource requirements Presentation of programme Copyright D Kruger 2017 UJ – Programme development sequence • • • • Formulation of a method statement Estimation of operational durations Development of programme calculation sheet Preparation of a master programme – Programme allows contractor to: • Calculate rate of progress required • Resource requirements • Agree to intended programme with parent company or client • Production management on site • Monitor progress and/or performance 19 Copyright D Kruger 2017 UJ – Construction Programmes • Pre-tender, pre-contract and contract – Pre-tender = approximate plan prepared by construction planner • Based on quantities in bill & items measured on drawings • Experience of estimator is essential – Pre-contract = provide contract or master plan • Deeper analysis and greater detail than pre-tender • Location and volume of work must be known 20 Copyright D Kruger 2017 UJ – Pre-Contract Planning • Method statement –outlining the construction methods and principle resource requirements • Outline programme – list the major operations as per method statements aligned with time-lines • Contract or master programme – for use on site to progress the works accurately and realistically. • Use of method study and work measurement helps to increase accuracy of pre-contract planning 21 Copyright D Kruger 2017 UJ – Operational Duration for Contract Programme • Establish quantity of work • Determine time requirements to complete • Time requirements based on: – – – – • • • • 22 Experience Building price books Plant performance specifications Library of programming information Depict calculated duration on programme See examples on p94, p95 & p96 Use of multiple activity charts for plant Use of programming notes Copyright D Kruger 2017 UJ Estimating of Durations • True output is affected by: – Skill and experience of worker / operator – Mechanical efficiency of particular machine – Waiting time for associated operations (hauling) – Ground conditions on site – Weather conditions 23 Copyright D Kruger 2017 UJ – Planning for unknown quantities • Often it is difficult to estimate amount of work – Unknown volumes – Estimations based on experience – Estimation based on alternative unit of measurement » Per room » Per floor » Per bed » Per seat » Per key 24 Copyright D Kruger 2017 UJ – Preparation of contract programme • • • • • • • • 25 Obtain quantities from bill (BoQ) Develop a method statement Compile a programming calculation sheet Draw up a contract or master programme Plan in days or half days rather than in hours. Consider the contribution of short-term planning Profile labour & plant requirements See example fig 4.1, fig 4.2, fig 4.3 and fig 4.4 Copyright D Kruger 2017 UJ BILL NO 1 ALTERATIONS • Item • No • For preambles see "Model Preambles for Trades" • SUPPLEMENTARY PREAMBLES • View site Before submitting his tender the contractor shall visit the site and satisfy himself as to the nature and extent of the work to be done and the value of the materials contained in the buildings or portions of the buildings to be demolished. No claim for any variations of the contract sum in respect of the nature and extent of the work or of inferior or damaged materials will be entertained • General The contractor shall carry out the whole of the works with as little mess and noise as possible and with a minimum of disturbance to adjoining premises and their tenants. He shall provide proper protection and provide, erect and remove when directed, any temporary tarpaulins that may be necessary during the progress of the works, all to the satisfaction of the principal agent • Provision is to made for protection of the works during 26 Copyright D Kruger 2017 UJ Quantity Rate Amount BoQ 1. ALUMINIUM DOOR FRAMES 1.1 1.2 2. 1,2mm Rebated frames suitable for one brick walls 1/6/1 Frame for door 813 x 2100mm high Quantity Unit 1 2 No No ALUMINIUM WINDOWS, DOORS, ETC 2.1 Natural anodised aluminium windows, doors, etc glazed with 4mm clear float glass, including sub-frames and silicone sealant all round, fixed to brickwork or concrete 2.2 1/6/2 Door 900 x 2100mm high including frame, hinges, complete lockset etc. in accordance to specifications, Cisa cylinders with G96D keyway only to be used, window 900 x 950mm high to be fixed next to door 2.3 1/6/3 Sliding window 2300 x 1100mm high with one fixed light 2300 x 3 460mm high with mullion at centre 3. 4. 5. 6. 7. Rate Carried Forward to Summary of Section No. 1 Section No. 1 Section 1: Building works Bill No. 6 Metalwork 27 Copyright D Kruger 2017 UJ 8 No 24 m2 No R – Contract Programming • Development of sub-programmes to guide stages of works (short-term planning) • Focus on interim and on-going planning for monitoring progress and exerting control. • Often referred to as short-term planning – Types of construction programmes • Bar charts • Networks – AOA, AON • Computer applications 28 Copyright D Kruger 2017 UJ PLANNING & PROGRAMMING 29 Copyright D Kruger 2017 UJ – Case Study (p 108) • Study the case study with special attention to the relevant figures. 30 Copyright D Kruger 2017 UJ – Summary • Fundamental requirement is capability to plan, monitor and control. • Construction requires a robust construction programme depicting methods of work and sequencing of activities • This chapter examined the importance of planning. • Essential to effective time management on all construction projects. 31 Copyright D Kruger 2017 UJ