Beruflich Dokumente
Kultur Dokumente
BASELINE SCHEDULE
REVIEW TECHNIQUES
Presented By:
Craig L. Olsen, CCC
Vice President
URS Corporation
213-996-2586
craig_olsen@urscorp.com
BASELINE OVERVIEW
OBJECTIVES
QUALITY CONTROL vs. AUDIT
REVIEW PROCESS / CYCLE
LOOK AT BAR CHART LAST
RECALC & DIAGNOSTICS
CHECK SETTINGS & DICTIONARIES
EVALUATE DATA INTEGRITY
CONFIRM COMPLIANCE
VALIDATE BUILDABILITY
Baseline
PRESENTER PROFILE
Certified Cost Consultant
OBJECTIVES
Recalculate &
Diagnostics
Check Settings
& Dictionaries
Constraint
---------------------------Start Milestone
Start Milestone
Start-On Constraint
Finish Milestone
Finish Milestone
Finish Milestone
Evaluate Data
Integrity
Confirm
Compliance
Project 87BL:
- Retained logic
- Contiguous activities
- Use finish dates
- Use early start of predecessor
Validate
Buildability
Number of activities..................
Number of activities in longest path..
Started activities....................
Completed activities..................
Number of relationships...............
Percent complete......................
Number of start-on constraints........
229
44
1
1
328
0.0
1
Data date.............................
Start date............................
Imposed finish date...................
Latest calculated early finish........
07FEB00
07FEB00
19APR01
19APR01
Acceptance
Baseline
Baseline
5. Review Report
Are there un-necessary and/or unacceptable Constraints? (Can distort the
a.
b. Are there Open Ends besides the first and last activities? (Can distort the
What is the proportion of Activities In Longest Path vs. the Total Number Of
Activities in the Schedule? (Is it reasonable)
d. Are there Activities that have Started or Completed? (Baselines should have no
progress)
e.
f.
-------------------------------------------------------------------------------CODE
VALUE
TITLE
SEQUENCE
-------------------------------------------------------------------------------Activity Codes:
RESP
Responsibility
ACD
CDS
CF
CK
CRSP
CSJ
CT
HEIM
JB
MBI
OC
REI
SG
SWSS
AC Dike
Chaides
Central Fence
Cal-Kirk
Chrisp
City of San Jose
Caltrans
Heim Brothers
Jones Brothers
M. Bumgarner
OC Jones
Rosendin
Stoloski & Gonzales
Statewide Safety & Sign
STPH
Stage/Phase
0
S1P1
S1P2
S2P1
S2P2
S3
Pre-Construction
Stage 1 Phase 1
Stage 1 Phase 2
Stage 2 Phase 1
Stage 2 Phase 2
Stage 3
UTIL
Utility
CSJ
SCVW
SJW
AREA
Location
0
1
2
3
4
5
A
LOC1
LOC2
MSE1
MSE2
MSE3
MSE4
Activity ID Codes:
Alias Codes:
Latest calculated early finish........
Baseline
19APR01
Baseline
1. PROJECT CODES
1. SCHEDULE CALCULATION RULES
a.
b. Check out why settings are different than default (as shown above)
c.
2. AUTOCOST RULES
a.
b. Check out why settings are different than default (as shown above)
3. CRITICAL ACTIVITIES
a.
4. SUMMARIZATION
a.
2. ACTIVITY CODES
a.
b.
c.
d.
e.
3. ACTIVITY ID
a.
5. WBS
a.
In some schedules the WBS capability may be utilized but is typically not
required
b. Select DATA, WBS to see the dictionary
Check Calendars
Baseline
1. RESOURCES
a.
b. Click on PRINT to output the listing for reference and future comparison
c.
2. RESOURCE CURVES
a.
3. COST ACCOUNTS
a.
b. Click on PRINT to output the listing for reference and future comparison
c.
b. The RESOURCE/COST tab reflects the Custom Data Items that have been
established (the ones shown above are the defaults)
Baseline
1. ACTIVITY CALENDAR(S)
a.
f.
Is the Calendar set up properly and does it meet the project needs and
requirements?
RESP
DESCRIPTION
Blank
0
S1P1
S1P2
S2P1
S2P2
S3
TOTAL
-------- ------------------------------ -------- -------- -------- -------- -------- -------- -------- -------2
2
ACD
AC Dike
1
1
CDS
Chaides
9
2
11
CF
Central Fence
3
3
6
CK
Cal-Kirk
1
1
2
CRSP
Chrisp
2
1
3
CSJ
City of San Jose
1
1
1
3
CT
Caltrans
5
5
1
1
12
HEIM
Heim Brothers
3
1
4
JB
Jones Brothers
16
6
1
1
24
MBI
M. Bumgarner
4
4
OC
OC Jones
3
35
1
4
14
23
80
REI
Rosendin
31
4
1
10
10
56
SG
Stoloski & Gonzales
12
1
3
3
19
SWSS
Statewide Safety & Sign
1
1
2
======== ======== ======== ======== ======== ======== ======== ========
2
8
124
11
8
33
43
229
AM-C2
LOCATION
-------0
1
2
3
4
5
A
LOC1
LOC2
MSE1
MSE2
MSE3
MSE4
DESCRIPTION
Blank
0
S1P1
S1P2
S2P1
S2P2
S3
TOTAL
------------------------------ -------- -------- -------- -------- -------- -------- -------- -------Entire Project Limits
1
24
1
5
8
17
56
Area 1 - Taylor to Mission
12
2
1
1
16
Area 2 - Mission to Hedding
21
2
23
Area 3 - Hedding to 880
24
4
28
Area 4 - 880 Bridge
15
8
1
24
Area 5 - 880 to North Limt
10
2
1
13
Administrative
8
1
4
13
Signal & Lighting Loc 1
8
1
1
10
Signal & Lighting Loc 2
9
8
1
18
MSE Wall No.1
1
5
6
MSE Wall No. 2
4
2
6
MSE Wall No. 3
8
8
MSE Wall No. 4
5
3
8
======== ======== ======== ======== ======== ======== ======== ========
2
8
124
11
8
33
43
229
Baseline
Baseline
5. Note that two activities have neither a RESP nor STAGE/PHASE code
a.
a.
10
Baseline
11
Baseline
a.
a.
c.
c.
3. For Projects with multiple calendars, this provides a good approach to see
which activities are on each calendar
4. Bad Examples Concrete Curing or Settlement activities on a 5 day work
calendar !!!
12
Baseline
13
Baseline
14
Evaluate Relationships/Lags
Baseline
15
Baseline
Under the SORT BY, select EARLY START then EARLY FINISH
16
Baseline
17
Baseline
a.
a.
Under the SORT BY, select EARLY START then EARLY FINISH
Under the SORT BY, select EARLY START then EARLY FINISH
18
Baseline
Confirm Staging/Sequencing
19
Baseline
a.
Under the LOW VALUE, choose START MILESTONE and FINISH MILESTONE
a.
20
Baseline
21
Baseline
a.
a.
Select FORMAT, SUMMARY BARS to make one summarized bar, necked for inactive work
periods only
3. Provides a listing of all activities in the schedule and the last one(s) to
finish will be at the bottom
4. Also, select PROJECT OVERVIEW
a.
Indicates the EARLY FINISH which is the last finish date of any activity
22
Confirm Submittal
Validate Buildability
Baseline
Assumptions
Approach
Work Plan
Constraints
Milestones
a.
b.
c.
d.
e.
f.
Dates
Float
Pred/Succ
Constraints
Resources
Costs
23
Baseline
Under the GROUP BY, select EARLY START then ORDER by WEEK
Select FORMAT, SIGHT LINES then set VERTICAL SIGHT LINES MAJOR to 1 Week
3. Provides a listing of all activities in the schedule grouped by the week they
start, thus you have a week by week work plan by Resp for your review
4. Are the work activities for each week appropriate, achievable and meet
the necessary requirements?
24
UPDATE OVERVIEW
UPDATE SCHEDULE
REVIEW TECHNIQUES
OBJECTIVES
CONTINUE REVIEW PROCESS / CYCLE
REPEAT BASELINE REVIEW TASKS
Update
PERFORM COMPARISON
VALIDATE PROGRESS
ANALYZE VARIANCES/EXCEPTIONS
IDENTIFY TRENDS/FORECASTS
MEASURE PERFORMANCE
25
Update
26
Perform
Comparison
Check Settings
& Dictionaries
Validate
Progress
Evaluate Data
Integrity
Analyze
Variances
Confirm
Compliance
Identify
Trends
Validate
Buildability
Measure
Performance
Acceptance
Update
1. PERFORM COMPARISON
a.
b. P3 Layouts/Reports
2. VALIDATE PROGRESS
a.
P3 Layouts/Reports
b. Field Inspection
c.
Daily Reports
3. ANALYZE VARIANCES
a.
P3 Layouts/Reports
4. IDENTIFY TRENDS
a.
P3 Layouts/Reports
5. MEASURE PERFORMANCE
a.
Percent Complete
27
Update
Progress
Revisions
Issues
Milestones
a.
b.
c.
d.
e.
f.
Dates
Float
Pred/Succ
Constraints
Resources
Costs
28
Target Schedules
Current
Schedule
Baseline
Last
Update
Target 1
Target 2
Update
29
Update
3. www.drmcnatty.com
30
Update
31
Update
32
Update
33
Update
34
Update
35
Update
1. The above Matrix Report lists all or selected activities and indicates which
data items have changed
36
Update
37
Update
38
Update
39
Update
5. You can also filter only those items that have changed or selected groups
5. You can also filter only those items that have changed or selected groups
40
Update
41
Update
3. Organized by Stage/Phase
5. You can also filter only those items that have changed or selected groups
5. You can also filter only those activities that have significant variances in
dates or selected groups
42
Update
Analyze Variances
43
Update
4. Percent complete reflected for each activity and group and sub-group
5. You can also filter only those items that have changed or selected groups
6. You can also Organize by Responsibility to see comparison for same
group/person
44
Identify Trends
Update
45
Update
1. Make sure you have a TARGET 1 schedule designated (see page 29)
4. DURATION columns compare the total Original Duration vs. the total
Actual Duration and lists the difference
4. On the CONTENT tab add the columns and data exactly as shown above
5. FLOAT columns compare the Target Float vs. the Current Float and lists
the difference
46
Measure Performance
Update
47
Update
1. Make sure you have a TARGET 1 schedule designated (see page 29)
2. Select TOOLS, TABULAR REPORTS, REPORT WRITER
3. Add a new Report
4. On the CONTENT tab add the columns and data exactly as shown above
5. On the ARITHMETIC tab add the calculations exactly as shown above
6. On the FORMAT tab make the entries exactly as shown above
7. On the SELECTION tab filter out Hammocks and Milestones
48
Acceptance
FIRST
UPDATE
SECOND
UPDATE
THIRD
UPDATE
FOURTH
UPDATE
Total No.Of
Activities
321
325
316
332
336
% Critical
Activities
32%
44%
42%
38%
--
-10
-8
-4
--
Critical Path
Total Float
Total %
Complete
0%
20%
45%
80%
100%
Project
Completion Date
3/01/02
3/15/02
3/13/02
3/07/02
3/06/02
Total Resource
Qty At Compl
11,560 hrs
11,640 hrs
11,720 hrs
11,740 hrs
11,710 hrs
Total Costs At
Completion
$1,250,000
$1,350,000
$1,400,000
$1,450,000
$1,375,000
Update
AP
BASELINE
SCHEDULE
CATEGORY
PR
OV
ED
49
Update
3. Accepted: Approved as is
4. Reference P3 Filename, Submittal, Documentation, Narrative, etc.
5. Reminders Next Submittal, Cycle, Timing, Dos & Donts
50