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Automatically update progress in Primavera: The difference between Apply Actuals and Update Progress

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In Primavera, when you need to make a quick update of project (Let’s say everything goes as it’s planned) we have 2 ways of automatically update progress:

  • Apply Actuals

Update Progress


 

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Here I will only explain what is the difference between these 2 options.

The Apply Actuals function will update any activities with the “Auto Compute Actuals” checkbox marked…

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…whereas the Update Progress (Progress Spotlight) feature will update activities which fall within the spotlighted region regardless the status of “Auto Compute Actuals” checkbox.

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And this is the rule when Primavera automatically apply the Actual (in both option):

  • Apply an Actual Start to all Activities that have a Planned Start < Data Date. The Actual Start is set to the Planned Start.
  • Level of Efforts and WBS Summary activites get there dates from other activities.
  • Planned Finish is not changed.
  • Calculates Remaining Duration as the Early Finish-New Data Date.
  • Calculates Actual Duration as Original Duration-Remaining Duration.
  • Calculates Actual Units as Activity % Complete * At Complete Units..
  • If Planned Finish is < Data Date, then an Actual Finish will be applied. The Actual Finish is set to the Planned Finish.
  • Actuals are subtracted from Budgeted values to calculate Remaining values.
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Capital Cost Optimization On Gas Fired Power Projects Through Standardization

 

In this paper, after going through the benefits of standardization, various technical aspects are discussed, like what all facilities can have standardized design and what all can have site-specific designs depend on contract & site conditions. Planning & monitoring of such multiple projects in one of the project management tool, called Primavera Project Planner (P3), follow this. Savings in cost is explained in the form of case study, which shows how much percentage of cost can be saved, by designing & executing multiple projects simultaneously using standardization technique. Various factors, which can have a adverse impact on standardization, are also discussed in the later part before concluding this paper.

A: Introduction

The cost of power supplied to the end consumer comprises of components like cost of setting up the plant, operational cost, cost of transmission and cost of distribution. If the cost of power supplied to a consumer were to be reduced, the cost associated with each component would need to be reduced. If we focus on set up cost of power projects, it not only involves substantial capital investment but also the gestation period is longer compared to other industries. The project capital cost is one of the important parameter on which the unit cost of power is worked out. For the same reason, emphasis is being given on reduction of this cost and various ways has been suggested from time to time. One of the ways to achieve this is, by designing and executing multiple power projects simultaneously using standardization technique.

The purpose of this paper is to discuss practically all aspects related to standardization of a Gas fired CC based power project, followed by a case study. Though the paper details practically every aspect related with the standardization, focus will be on the capital cost optimisation from the viewpoint of owner, as it is a major factor in deciding the unit cost of power to be supplied to end consumer.

To begin with, author highlights the benefits of standardisation.

B: Benefits of standardisation

B.1 Savings in cost & time:

·         Through bulk procurement of identical equipment & materials, which constitutes the major part of project, owner could negotiate lower supplier pricing for them. Also the home office job-hours required to specify and procure would be extended only on an initial project.

·         The evolutionary design process leads to a family of plants, which can transfer experience from one project to the next. Standardisation, which is inherent in a family of nearly identical plants, plays a significant role in reducing construction and start-up costs and time.

·         Substantial cost and schedule improvements are realised during construction as techniques are passed on, rework is reduced, more efficient methods are developed and familiarity with the design increases. This is evident at multi-unit sites where the subsequent units are completed in shorter times. The benefits of shortened construction schedules on successive units can also be demonstrated on the projects, with a six-month reduction in construction time from the first project to the third project. While influential in reducing construction cost, this shortened schedule also provides a quicker return on investment for the plant owner.

·         The significant cost benefits from series development is the savings in design and engineering job hours/cost by standardising designs of major systems.

B.2 Assured Innovation:

·         Standardisation based on proven technology guarantees a plant performance that leads to a reduced financial risk for the project.

Before proceeding further, it is imperative to understand the basic technical aspects of power projects, which are explained in the next section.

 

C: Technical aspects of power project:

Here, author has considered Combined cycle (CC) power plant, which consist of mainly a CTG, a HRSG, and a STG. Combined cycle is the technology, which uses the fuel to run the CTG and also uses wasted exhaust heat from gas turbines to produce steam that drives an additional turbine. CTG, HRSG & STG forms one power block/train and as per the power requirement, multiple trains needs to be designed. The condenser and the closed cooling water (CCW) system for each train are cooled by its corresponding circulating water system that rejects heat to the atmosphere via cooling towers. Each train includes a GSU transformer. Two generator breakers are provided for the protection of the CT and ST generators. Power is carried by isolated phase bus duct to the GSU and UAT transformers.

In the next section, author identifies systems/facilities of a CC power plant, which can be standardised. Once the design for that specific system/facility is accomplished for the first project, the team can simply adds the site-specific features to the down-the-line projects to produce a complete plant design.

D: Systems/Facilities under standard plant design

The major process systems, including the power island/block can have a standard design. Apart from power block/island, following equipment/system/facilities can be a part of standard plant design.

·         Totally enclosed water-to-air cooled (TEWAC) generator. The generator can include excitation system, controls, neutral grounding equipment, and other auxiliaries required for a fully operational unit.

·         Surface condenser and vacuum pumps.

·         Single condensate pump.

·         Closed cooling water (CCW) system.

·         DCS equipment and data highway.

·         Variable speed boiler feed pump.

·         Continuous emission monitoring system (CEMS).

·         Fuel gas treatment system (filtration, heating, and scrubbing).

·         HRSG chemical feed systems.

Within the standard power block, space and connections (condensate supply and return, and electrical) can be provided for up to two condensate polisher trailers. Condensate polisher trailers are used to remove impurities from the condensate, which comes from STG.  Additionally all piping and raceway that is part of the standard power block can be standardized in design.

The standard plant layout can include a standard location for the central control room building; the main step up transformers; the ammonia unloading and storage facilities; the auxiliary boiler; the CTG static start systems; the fire water pumphouse; and the space for emergency diesel generator. In addition, the standard plant layout includes a designation of the relative areas for the cooling towers, circulating water pumping facilities and the water treatment facilities. Standard designs can be used for the central control room building; the fire water pumphouse; and to the extent possible, for the cooling towers, major pumps & structures, and main transformer foundation.

In the next section, author identifies those systems, which would support one or more standard power blocks and can be considered as site specific.

E: Systems/Facilities under site specific design

Due to various site-specific criteria’s like site location, site elevation & barometric pressure, temperature conditions, soil properties etc., various facilities need to be designed as per the individual site conditions. Design for following facilities/systems, needs to be site specific.

·         GSU for each power block.

·         Cooling water systems, including cooling towers and circulating water pumps, to provide cooling water to the condensers and CCW system for each power block.

·         Packaged auxiliary boiler with stack.

·         A distributed control system (DCS).

·         Make up water clarification system with recirculating solids contact clarifier, sludge recirculation and discharge pumps, and chemical feed skids.

·         Filtered/fire water storage tank.

·         Sodium hypochlorite injection system for makeup and circulating water microbiological control.

·         Process makeup water treatment consisting of multimedia filters with chemical metering pumps, train demineralizer, regeneration and waste neutralization skid, acid feed system with tank, and caustic system with tank.

·         Demineralized water storage.

·         Sanitary waste collection system, lift stations.

·         Fire protection system.

·         Instrument air compressor and dryers.

·         Yard lighting system.

·         Domestic (potable) water distribution.

·         Heating, ventilating, and air conditioning (HVAC) systems.

·         Wastewater collection, treatment, and discharge system.

·         Ammonia unloading and storage system.

·         Hydrogen distributed system & trailer pads.

·         Electric power distribution system including a common electrical module.

·         Stormwater collection and discharge system.

·         Plant communications wiring and raceway between plant buildings.

·         Switchyard connected to the utility’s substation.

Though some of the above facilities can be standardised to maximise the standardisation benefits, however it depends on various aspects like above discussed site conditions and contract requirement. For the same reason author has preferred to keep them in non-standardised category.

Once it is identified that which all systems are to be standardised and which all will be site specific, the next step is to see how to manage such type of projects in some project management tool, which is explained in next section.

F: Planning/Scheduling aspects

Above discussion might give an impression that 3 project schedules needs to be developed separately, which is an exhaustive process. However that is not the case. One project needs to be developed initially and can be copied to other 2 databases. This will simplify the planning efforts of project management team. Here, author shares his experience of planning and managing such type of projects in one of the project management tool called as Primavera Project Planner (P6). Author has considered 3 CC based projects, which needs to be planned. Two projects are considered to be having 4 power trains and one with 3 power trains.

F.1: Development & maintenance of schedule in P6:

During schedule development stage, say S signifies activities for Standard plant, A for Project A specific, B for Project B specific, and C for Project C specific. S & A are to be clubbed initially and the project plan to be made.

In the beginning, all the “A” project activities will be exactly the same as “B” & “C” project with the exception of the first character in the activity ID “AC” Vs. “BC” for example, one could use the “A” database, global change all the “A” to “B”.  This would cause all the standard activities to connect to “B” instead of “A”.  One can then just copy & paste into the “B” database.

After developing Standard Plant (S), Project A unit #1 & common activities, they need to be copied to Units 2, 3 & 4.  Then A needed to be copied once for B.  Lastly, it need to be copied again, but without unit #4 for C as C has got only 3 trains. It is required to keep all relationships within the units as well as relationships to Standard Plant items and Plant common (non-unit specific) items.  Additionally, it is also required to keep all the resources and constraints on the copied activities. To achieve this, solution is:

·         Create an exact copy of the database (call “HOLD” for discussion purposes). 

·         To copy units, group both databases by unit and tile them in P3 window. 

·         Run a global change in HOLD to change all Unit #1 activities’ IDs to Unit #2 IDs.  Don’t change the activity code to unit #2 …leave as unit #1 to allow you to continue to select unit #1 for copying Units 3 & 4.

·         Now copy all these items to the active database by clicking under the group heading of Unit#2 and past external links.  This will cause the unit activity code to be updated and b/c the databases are exact copies, the external links to plant common activities will be maintained.

·         Once A is created, delete the HOLD database and recreate using the updated database.  Use the same concept of global changes & paste external links to make Project B & C.

During maintenance stage, once Project A gets updated which includes standard plant, simple copy the standard plant subproject and paste in Project B & C to avoid duplication of updation of standard plant activities in B & C. Only Project B & C specific activities needs to be updated in these projects.

The benefits in terms of cost are explained in the form of case study in next section.

G: Case Study

The subject of discussion is cost savings made from setting up of 3 Gas based Combined Cycle Power Projects in United States of America. The Owner has decided to set-up 3 power projects (Capacity: Project A=1200MW, Project B=1200MW, & Project C=900MW) simultaneously and called for bids. While calling for bids, following conditions related to standardization were given to bidders:

·         Designs for systems/facilities discussed in section D are to be standardized and only replication efforts are to be considered for other 2 projects with minor changes as per the given site conditions.

·         Systems/facilities under section E are to be designed separately for all projects.

·         Bidders were asked to consider a bulk procurement of all major equipment’s and other purchase on project.

On receipt of bids, owner analyzed substantial savings in set-up cost, which ranges from 16%-19%. The analysis was done on the basis of following information provided by the bidder who finally got the contract.

G.1: Design & Other Home Office support job hours & cost:

On an average 300,000 hours are required to design one power project, which includes the required support from various other disciplines. To design 3 projects (A, B, C) simultaneously, bidder considered that project A would consist of standard design & would require approx. 310,000 hours. The extra efforts of 10,000 hours were considered for developing a replication/cloning system for other projects. Since all the major facilities were standardised & replicated for project B & C, bidder quoted only 180,000 hours each to design project B & C. Going by this calculation, owner analysed the savings of approximately (-10,000+120,000+120,000 = 230,000) hours, which leads to 25% cost savings in job-hours. Comparing against overall project cost, the savings from design engineering were 3% (as engineering constitutes 6%-8% of total project cost).

G.2: Procurement cost:

Here owner noticed that procurement of major equipment’s like Gas Turbines, Heat Recovery Steam Generators, Cooling Towers etc. lead to tremendous savings due to discounts offered by vendors for bulk purchase. Also option of placing a combined order for various bulks like steel, concrete, pipes, cables, conduits and other instrument items resulted in potential cost savings. Here, owner noticed the savings of approx. 20%-25% in bulk procurement cost. As procurement consist of 55%-60% of total project cost, the savings from equipment cost came to 12%-15% on total project.

Total savings from job-hours and procurement showed approx. 16%-19% on total project. From Owners experience, for the above configuration power projects, unit rate for such projects comes to $500-550/KW. By designing and executing multiple (in this case 3) projects simultaneously, owner reduced it to $430/KW (18% savings considered).

G.3: Summary table of savings:

The summary of savings experienced under section G.1 & G.2 are listed below:

Cost Heads

Cost Proportion (approx.)

Savings

(approx.)

Engineering

7%

3%

Power Island equipment

60%

12%

Other purchase

10%

3%

Construction

15%

Indirect savings*

Start up

8%

Indirect savings*

 

Total Savings: 18% (approx.) + Indirect savings*

* Indirect savings are explained in section I.

Though author has experienced cost and other benefits while going for standardization, various aspects, which can have adverse impact, cannot be neglected and are explained in the next section.

H: Drawbacks

The drawbacks of standardisation of designs are listed here below:

·         Very high capital investment is required to execute multiple projects simultaneously.

·         Various permits from different governing & regulatory bodies are required due to different geographical locations and may affect standardisation. Also the feasibility of supply of same fuel to all these plant is major concern, which needs to be checked before going for standardisation.

·         Site conditions of different locations for e.g., source of water availability, quality of water available, soil condition etc. may have an impact on standardisation.

I: Conclusion:

By setting up multiple power projects simultaneously, the owner can save almost 15% -18% of total capital cost through standardization, undoubtedly a powerful cost saving technique, but requires large capital investment. This capital investment in power sector in any country will attract taxes and duties concessions from the local government, further improving saving in capital cost. Also, by designing multiple projects with one team, organizations can maximize their lump-sum turnkey resources. In the field, construction and start-up best practices & lessons learnt from one project can be directly applied to other sites, which leads to indirect savings. Standardization would help the organizations to successfully implement its strategy to develop large projects while reducing execution costs and providing faster speed to market and greater certainty of outcome. With this standard plant technique, owner is bound to gain an important position and a competitive edge in EPC market.

Acronyms used in the paper:

HRSG             :           Heat Recovery Steam Generator

CTG                :           Combustion Turbine Generator
STG                 :           Steam Turbine Generator

GSU                :           Generator Step-up Transformer

CCW               :           Closed Cooling Water

UAT                :           Unit Auxiliary Transformer

LCI                 :           Load Commutated Inverters

CT                   :           Combustion Turbine  

ST                    :           Steam Turbine

DCS                :           Distributed Control System

BOP                :           Balance Of Plant

TEWAC          :           Totally Enclosed Water to Air Cooled

CO                  :           Carbon Mono Oxide

HVAC            :           Heating, Ventilating and Air Conditioning

LAN                :           Local Area Network

CC                   :           Combined Cycle

EPC                 :           Engineering, Procurement and Construction

KW                 :           Kilo Watt (Unit of measurement of power of Energy)

MW                 :           Mega Watt (Unit of measurement of power of Energy)

ID                    :           Identification number

P3                    :           Primavera Project Planner (Project Management Software)

BIBLIOGRAPHY

 

¯  Unpublished company handouts from Project Controls University Classes.

¯  Skills & Knowledge of Cost Engineering – 4th Edition by Dr. Richard E. Larew

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Graphing a P6 Resource S-Curve in Excel

Tutorial Files

 

Step 1 – Export Primavera P6 Resource Assignments to Excel

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Following the steps from our previous tutorial, you now have all the resources and assignments in an Excel sheet. You can modify the primary sheet for better graphical features.

Step 2 – How to Use the Data

image002

To draw resource curves, what we need is the two highlighted rows which are the cumulative total and the incremental total. They have the information needed for each month. So we just copy and paste these two rows and the date row to another sheet to have more space doing our job.

Step 3 – Copy and paste the needed data in separate sheet

image003

Copy the data to separate worksheet. Now we have all the tools to paint a perfect picture of our project resources. All we need is to use some formula to calculate the percentage progress for each month in our table.

Step 4 – Calculate the Progress Percentage

image004

To calculate interval progress and cumulative progress, just divide the value for each month (man hour needed for each month) by the total value (the summation of all man hours).  You can see the formula in the Excel file attached to this tutorial.

Step 5 – Graphing the S-Curves

image005

To graph any curve we should go to Insert Section of Excel and then choose a chart type in charts tab. For this tutorial purpose we’ll select the Line chart.

Step 6 – Defining the S-Curve’s Resources

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Right-click on the curves that Excel generated by default, which is not the curve that we want, and choose “Select Data”.

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Remove all the predefined sources and then hit the “Add” button.

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In this box define all the sources one by one. We should do it 3 times to define all the sources for our final S-curve. I define all the series below:

Series Name Series Values Formula
Monthly Man Hour The row that shows interval man hour for each month =Sheet5!$C$3:$X$3
Cumulative Progress The row that shows cum. % prog =Sheet5!$C$4:$X$4

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The last source definition is for the dates which result in our X axis. To do that on the “select source data” box and under the “Horizontal Axis label”, hit the edit button and you will see a similar dialogue box as the above dialogue boxes:

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Select all the dates as the label range for the horizontal axis and hit “OK” on dialogue box and then on the “select Data Source” box. Now you have the following chart

image012

Now we should modify this s-curve, so we go step by step:

Step 7 – Select a Primary and Secondary S-Curve

Right-click on the curves and select “Format Data Series”. In the” format Data series” box select the “Cum Progress” as the secondary curve (it means that this s-curve values are shown on the right hand axis)

image013

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Step 8 – Change the data type to a “2-D Column” chart

Right-click on the monthly interval man hour curve (ie:the blue curve) and then select the “change series chart type”. In the “change series chart type” box, select “2-D Column” chart.

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Step 9 – Adjust the Right-hand Vertical Axis

Right-click on the right-hand vertical axis and select “Format Axis” in the dialogue box go to Axis options and change the second value from the top of form to 1.00.

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Now you have a resource S-curve which still needs some modification:

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Step 10 – The Final Touches

In Excel 2007, when you select a chart, a “chart tool” tab will appear on the top right hand side of toolbar. In that chart you can change the color of curves, add title to curve, add table to curve. The following curve which is the final curve is the result of doing some exercises with those features:

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Wrap Up

With this new P6 Resource S-curve, now your project manager can easily tell you there is something wrong with resource assignment and some leveling should be done on resources to achieve a better distributed resource S-curve.

There are different ways of developing S-curves in Excel but this method works well in many project circumstances.

Source : https://www.planacademy.com/p6-resource-s-curve-excel/

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How to Download Primavera P6 Professional

 

Select “Sign In”. Enter your username and password

In Search by box, type “primavera professional”. An suggestion dialog appear, select “Primavera P6 Professional Project Management 16.1”

Select the Platform of your computer

Click Continue

Click Continue again

Check “I have reviewed…” and click Continue.

Click on the first file to download it. You only need this one to install Primavera P6.

After you click your browser will start to download the file.

Done. Check your Download folder to get the file.

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Convert Microsoft Project MPP to MPX to import to Primavera

Convert Microsoft Project MPP to MPX to import to Primavera

 

 

Nowadays, Microsoft Project save file as MPP format. However Primavera allow to import file as MPX format.

So, here is the tool help you to convert MPP to MPX.

https://drive.google.com/file/d/0ByHnieTJNwKGdGVybE5LaElOcnM/view?usp=sharing

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Planning & Scheduling techniques

 

Let us first understand the terms i.e., planning & scheduling:

Planning is control of time on a project by:

·         Project Plans which optimise expenditure of time, recognise cost implications and reflect the contractual obligations for the design, procurement, construction and commissioning of plant facilities.

·         Regular updates of all project activities and their inter relationships.

·         Early indication of deviations from the approved project programme so that action can be taken to minimise their effect.

It is to be noted that key elements of plans are Scope of work and Method of execution including WBS.   

With regards to Scheduling, it is a determination of timing of events in the Project i.e., When tasks will be performed and its a reflection of plan. Here are main features of scheduling :

·         Provides comparison of actual progress against plan

·         Identify deviations from plan (problem areas)

·         Enables early corrective actions and adjustments to plan

In other words, scheduling is the science of using mathematical calculations and logic to predict when and where work is to be carried out in an efficient and time-effective sequence.

Here are some rules to minimise the chances of your plan to get failed and ensure project completes before or on time.

 

Ø   Most importantly, Project Planning & Scheduling must involve decisions concerning :

·         the overall strategy of how the work process is to be broken down for control;

·         how the control is to be managed;

·         what methods are to be used for design, procurement & construction;

·         the strategy for subcontracting and procurement;

·         the interface between the various participants;

·         the zones of operation and their interface;

·         maximising efficiency of the project strategy with respect to cost and time;

·         risk and opportunity management.

Ø   In the process of converting the plan into a schedule  the scheduler should determine:

·         the duration of the activities;

·         the party who will perform the activities;

·         the resources to be applied to the activities; and

·         the method of sequencing of one, or more activities in relation to other activities.

Ø   Depending upon the density of the schedule, the purpose for which it is to be used and the information available, an activity duration must be derived from following only. Any assumptions must be documented in case needs to be validated in future.

·         experience

·         industry standards

·         benchmarking

·         comparison with other projects

·         calculation from resources

·         specification.

Ø   The schedule must illustrate a realistic and practical project plan showing how the project is intended to be, in a form that is sufficiently accurate for its identified density.

Ø   Schedule must be capable of identifying the following:

·         the longest path to completion;

·         the longest path to intermediate key dates, or sectional completion dates;

·         logic and activities, which are critical from those, which are not critical to one, or more completion dates;

·         total float on each path;

·         free float on each activity, on each path;

Ø   The strategy for schedule review must take account of the development of the schedule as better information becomes available and, as the project proceeds, the increasing density of the schedule as it develops from initiation through the work on site to commissioning the completed project.

Ø   When change is imposed, scheduler must be able to identify it contemporaneously, the effect of delaying and disrupting causal events on the planned sequence and to advise team members on the likely effect of possible recovery strategies.

Ø   Risk is inevitable part of any program however if dealt well, can be brought under control. Contingency period to deal with risks should be designed to be identified separately for both the employers and the contractors risks and for those risks which are related to:

·         an activity, or chain of activities

·         a contractor, subcontractor, supplier, or other resource

·         an access, or egress date, or date of possession, or relinquishment of possession

·         the works, any defined section, and any part of the works.

Ø   For Schedule reporting , it is impracticable to use the whole of the schedule at any one time in its detail. For effective reporting it should be summarised to different degrees of summarisation for differing purposes. Most project scheduling software packages facilitate this hierarchical structuring by virtue of a summarisation, or roll-up facility.

Some basic tips:

  • Do not use Mandatory Constrained dates. If a constraint has been used, then "Start on or After" can be opted. Keep use constraints as minimal as possible.
  • Adopt Finish to Start logic as much as possible. Avoid SF links completely.
  • No "Dangles" at all in schedule. LOE tasks could be an exception here.
  • Avoid use of lags, especially long duration lags
  • Keep Level 3 activities to similar levels of detail whenever possible
  • Roll-ups from Level 3 to Level 2 must be "many to one" with no splitting of level 3 activities into individual level 2's
  • Status activities only after confirming its reliability & source
  • Make your activity ID's intelligent to identify where it belongs to.
  • WBS development is must before the creation of schedule
  • Avoid changing RD just to keep the activity out of critical path
  • Identify Key Events and Drop Dead Times before developing the plan
  • Schedules needs not to be way too detailed.
  • Be realistic irrespective of pressure from Client, Project Managers and Engineering/Construction leads.
  • Avoid "tweaking" of the logic to "make it fit."
  • Activities must be linear and sequential (Finish-to-Start), instead of being overlapped, i.e., successor starts before the predecessor - a version of "fast-tracking" at the molecular level.
  • Planning procedure should encompass familiarisation, outline plan, strategic plan and detailed plan along with planning method statement
  • Do not deceive (to mislead by a false appearance or statement). Don't mislead the schedule by false appearance
  • Get buy-in from the responsible owners of the plan. In absence of this, plan is no more than a worthless piece of paper.
  • Ensure the calendars are set before developing the plan to includes the holidays and working hours restrictions, if any.
  • Activity codes should identify the various attributes of the schedule as fields, the values of which will facilitate organisational changes, and facilitate filtering of important parts of the schedule.
  • Schedule review must check for buildability, content, integrity, constraints, open end tasks, long lags, negative lags, ladders and critical paths to name a few.

Summary:

Don't twist the plan, contort the plan, reduce the plan, expand the plan, modify the plan, distort the plan, adjust the plan, change the plan.. Instead, follow the plan..

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