Lab 4 Updating

4.1 Data Dates and Rescheduling

Updating is the process of reporting actual progress achieve d on the job and modifying schedule eleme n ts , primarily those not yet in progress. Updat es are done at regular inter va ls, based on the type and dura tion of the project, usually every month. ost times the submit t a l and approval of the schedule is tied to progress paym e n ts for the !or". #herefor e , updating is a major scheduling activity and may indeed ta"e longer than the initial schedule prepar a tion !hen all upda t e !or" is combined. $ne of the first e%ercises is to integr a t e the upda te inform a tion into the net! or" diagra m . #his is recom m e n d e d so that changes can be easily seen. &n the field repor ts are fre'ue n tl y prepa r e d for field superint e n d e n ts or fore m e n to comple t e noting the actual start and actual finish or remaining duration of those activities !hich should be updat e d during the curren t !or" period. Data is collecte d finally on !hat is "no! n as the DATA DATE . &nform a tion about activities prior to the data date is ()$*)+ inform a tion about those after the data date is guessed. &n order to demonstr a t e this principle, use the net! or" from the leveling e%ercise leaving it unlevele d. #o un, level a project tha t is curren tly leveled, just reschedule it using -.. Practice 4.1 1. Change the project start date to todays date and be sure that it is on a 5 day calendar. To do so, you need to first go to the OP ! P"O# CT$ screen. %. Press &' or select TOO(), )C* +,( to reschedule your project. "e-e-ber to change you data date to 15 !O. '/. 0. Print out a net1or2 diagra- 3Pure (ogic +iagra- 1ith early dates and float as a -ini-u -4 for the project in 5uestion. 4. Print out a calendar for this project. 5. )a6e this project as a T7"8 T for later co-parison. 9. )a6e these ite-s for later sub-ittal.

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3lic" on the $04R0&4* button and you !ill see the /R$543# $04R0&4* screen belo! .

)o! you can change the project start date. (eep clic"ing on $( as you bac" out to open your leveling project done in L678.

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&nput tin g 6ctual Dates and Remaining durations

Loo" at the circled areas on the data entry screen above. )ote tha t the remaining duration is merely input directly into the RD bo% sho!n. &f you ente r an actual finish date, the remaining dura tion !ill autom a tic ally change to :ero. #o put in actual start and finish dates, clic" the left mouse button !hen the mouse is pointing to the bo% beside eithe r the 41 ;early start< or 4- ;early finish<. #his !ill allo! to 61 ;actual star t< for e%ample to e'ual the 41, or you may input the revised date. =o! to &nput 3onstrain ts Use the 3$)1#R button on the lo!er menu.

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4a r ly con st r a in t s li" e t h e 141 ca n b e a cce sse d here.

7y clic" in g t h e m ou se h e r e , you ! ill t h e n b e a llo! e d t o ch e c" st a r t or fin ish a n d t h e a p p r op r ia t e d a t e .

Use t h is for la t e fin ish e s in t h e sa m e ! ay as sh o! n f or 141.

Recording Log 4ntries Using the L$? button on the bottom of the screen !ill bring up this !indo! . Use the empty lines to record inform a tion about pertine n t occurrences releva n t to this activity. @ou !ill then have a historical record of events.

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Updating 7udge ta r y &nfor m a tion

7ring up the R41 screen by clic"ing on that button at the bottom of the screen. 4nter the 6ctual this period or 6ctual to date and this screen !ill be upda t e d . 7e sure to indicate if this amount is differ e n t than tha t estim a t e d or budge t e d . &f the actual is the same as the budge t e d , ente ring an actual finish !ill autom a tic ally ente r the budge t e d amount as actual.

=ere the = !as updat e d . )ote that the Units per day go to :ero in the process. #his happens autom a tic ally. 6lso note the 0ariance+ this !ill appear in the 4arned 0alue repor t.

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4.C UpdatingD Dates, 3onstrain ts, Logs, and Resources

7egin by accessing the data. Use the net! or" diagra m and dete r min e !hat activities are or should have been in progress or complet e d by the data date. @ou can do this by dra! ing a vertical line through the diagra m represe n tin g the date in 'uestion. #he Data Date for this project is Decem be r 1B, 1.. A . )e%t loo" at the actual dates and remaining dura tions given by the field report on page 29. &ncorpora t e this inform a tion into the diagra m . )ote that some items have differ e n t dates than the early dates previously calcula te d . )otice that other have no inform a tion provide d. *hen no inform a tion is provided and it should have been according to the schedule, contact the field personnel to be sure that no mista" es !ere made. -or this e%ercise and all in class !or" assume that no progress !as made on these activities. #he field reports the follo!ing changesD 6ctivity 6ctual 1tar t 6ctual -inish 1B 12)$0. A 1A)$0. A CB 1.)$0. A C1)$0. A 8B CB)$0. A C9)$0. A 4B C1)$0. A C>)$0. A 2B 9B CC)$0. A C.)$0. A >B C>)$0. A CA)$0. A AB C.)$0. A B8D43.A .B B4D43.A ,,,,,,,,,,,,, 1CB )o inform a tion provided Rem. Dura tion

6lso note if any budge t a r y inform a tion is change d. -or e%ample !as the actual cost grea te r than or less than the estim a t e d costE -or this project !e !ill use the 6)=$UR resource. 6ctivity 1B 4B >B .B 6ctual an =our if Differ e n t 9C 1C4 48 82 man hours to date

Lastly, loo" at the scheduling changes tha t !ere re'ueste d. &ncorpor a t e these into the diagra m . )otice tha t ne! activities
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may be added, relationships changed, and other cosme tic changes made. &n addition, the follo!ing items must be changed. 1. )e! activity, 42 ;F<D original dura tion of 8 days+ its predecessor is 6ctivity .B ;-1B<+ successor 6ctivity 1>B ;11 1<+ it has a budge t e d resource of C4B =. 2. 6ctivity 19B ;/<D original dura tion is 8 days+ increase the resources so that there are a consistent 19 = per day+ its relationship !ith activity 1>B ;G< changes -1 B to -- 1C. 3. 6ctivity 18B ; <D has a constraint , a schedule d early star t ;141< of CBD43.9. 4. 6ctivity CBB ;#<D also has a constrain t, a schedule d late finish ;1L-< of 1256).>. @ou can find 141 and 1L- type constraints under the 3onstrain t *indo! in the 6ctivity Data 1creen. Loo" at the net! or" diagra m to see ho! these changes fit. Use the calenda r to chec" on 3alendar Date, *or" Day comparisons. #o correctly integr a t e the changes into your net! or ", chec" the refer e nc es belo!D =o! =o! =o! =o! to to to to input actual dates and remaining dura tions input constraints /age record log entries /age updat e budge t a r y inform a tion /age 2> 2>, A 2A /age 2.

Practice 4.% 1. :nput the changes into the net1or2 including recording changes in the acti6ity logs. %. )elect Tools , )chedule to recalculate the net1or2 to be sure there are no open ends or loops. "e-e-ber to change the data date. 0. Pro6ide the follo1ing reports and gi6e the- to the T7 at the end of (7;4. 4. 7n ) report that co-pares current dates 3update4 and target 3baseline4 dates. 5. 7n ) report 1ithout co-parison to target dates 9. 7 report sorted by 7cti6ity :+ sho1ing at least one log entry. <. 7 current 3updated4 detailed relationship report. /. 7n earned 6alue report 3"esource "eport4. '. 7 current 3updated4 project calendar. 1=. 7 current >* histogra-. 11. 7 current >* )?cur6e sho1ing current early and late and target early and late lines. ;e sure that they are distinguishable.

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1%.

7 pure logic net1or2 diagra- of just the 1or2 to be perfor-ed in the ne@t % 1ee2s 3% 1ee2s after the data date4. ;e sure to include acti6ities that are in progress .

1ome of these reports are a challenge . #ry to solve the m on your o!n "no!ing tha t you might be as"ed by specification to provide a report you have never prepa r e d before . #his is a fre'ue n t occurrence and re'uir es a brave schedule r li"e you to perfor m the tas". & hope this manual has helped you !ith the projects and can be used as a refere nce later. @our courage and s"ill !ill escape the limits of this manual soon. ?ood luc".

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