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PRIMAVERA P6: PRACTICAL SCHEDULING & PLANNING

THE ULTIMATE GUIDE IN PRACTICAL CONSTRUCTION SCHEDULING

Jan van den Berg • Boek • paperback

  • Samenvatting
    MASTER EVERY STEP OF PROJECT SCHEDULING & PLANNING WITH RESOURCES AND COSTLOADED IN A REAL-WORLD 300 -TON OFFSHORE PLATFORM MAIN DECK STUDY.
    This guide and Primavera P6 equips you with a comprehensive approach to project scheduling. Master the Work Breakdown Structure (WBS) for clear project definition. Explore advanced scheduling techniques, resource allocation strategies, and real-world Primavera P6 applications—all tailored to a project-oriented workflow. This guide is your one-stop shop for mastering Primavera P6 for successful project delivery. Tired of theoretical scheduling that doesn't translate to real-world results? This guide is your one-stop guide to mastering practical construction project scheduling and planning. Forget the generic fluff. We dive straight into the practical application, equipping you with the skills and knowledge to deliver projects on time and within budget.
    Packed with clear, easy-to-understand examples, you'll learn:
     The Fundamentals: Grasp the core concepts of project scheduling and planning, including the Work Breakdown Structure (WBS) and activity sequencing.
     Step-by-Step Scheduling: Master the process of scheduling activities, estimating resources, and defining durations for a realistic project timeline.
     Resource Allocation: Optimize your resource allocation strategies to ensure efficient project execution.
     Schedule Optimization: Discover powerful drag-and-drag cost optimization techniques to get the most out of your project schedule.
     Schedule Model Development: Build a comprehensive and functional schedule model, the backbone of your project planning.
    But that's not all! I take you beyond the basics and showcase the entire development process of a real-world project:
     Case Study: 300-Ton Main Deck for an Offshore Platform: Witness the application of practical scheduling and planning throughout the construction of a massive offshore structure.
  • Productinformatie
    Binding : Paperback
    Distributievorm : Boek (print, druk)
    Formaat : 216mm x 279mm
    Aantal pagina's : 303
    Uitgeverij : Jan van den Berg
    ISBN : 9789082909555
    Datum publicatie : 04-2024
  • Inhoudsopgave
    The ultimate guide in practical construction scheduling. 5
    List of Figures 17
    PREFACE 25
    INTRODUCTION 27
    1) The development of the time management plan 28
    2) Defining the Activities 28
    3) Scheduling the Activities 29
    4) Estimating the Resources 29
    5) Estimating Activity Duration 29
    6) Schedule optimization 29
    7) Developing the Project Schedule 30
    8) Performance review reporting 30
    CHAPTER 1 THE TIME MANAGEMENT PLAN 34
    1 )The project mandate 35
    2) The project management plan (PMP ) 36
    3) The three basic plans 36
    Ad 1. Scope base plan 36
    Ad 2. Time base plan 37
    Ad 3. Basic cost plan 37
    3.1 ) The sub plans 38
    Quality plan 38
    Process improvement plan 38
    Personnel plan 38
    Communication plan 38
    Risk management plan 38
    Purchasing plan 39
    Stakeholder plan 39
    PMP summary 39
    4) Business organizational influences on project scheduling 40
    Operating environmental factors 40
    Business Organization Process Assets 40
    The output of the time management plan 41
    The development criteria for the scheduling model 41
    Requirements analysis 41
    Standards and guidelines 41
    Levels in scheduling 42
    Level 1: strategic milestone scheduling 42
    Level 2: Integrated milestone scheduling 42
    Level 3: Integrated project scheduling 42
    Level 4: implementation scheduling 43
    Plans for organizations 43
    Ad 1. Functional or line organization 43
    Ad 2. Matrix organization 43
    Ad 3. Project organization 44
    Scheduling summary for organizations 44
    Scheduling methods 44
    Critical Path Method (KPM), Precedence Diagram Method 45
    Critical Chain Method (CCM) 46
    Dynamic Scheduling Method (DSM) 48
    Resource Constraint Scheduling: Understanding the Challenges and Solutions 51
    Summary of Resource-constrained Scheduling. 52
    Summary scheduling methods 52
    Scheduling techniques 52
    Rolling Wave technique. Navigating the Waves 52
    Agile technique 54
    Three Points Estimate technique 54
    Monte Carlo simulation technique 54
    Summary scheduling techniques 54
    Scheduling tools 55
    Traditional scheduling tools 55
    Modern scheduling tools 56
    Types of Scheduling 56
    Portfolio scheduling 56
    Program scheduling 57
    Project scheduling 57
    Offer or tender scheduling 57
    Engineering scheduling 57
    Purchasing scheduling 57
    Manufacturing, execution, or production scheduling 57
    Assembly scheduling 57
    Test and verification scheduling 58
    Commissioning scheduling 58
    Key Takeaways of the Time Management Plan 58
    CHAPTER 2 DEFINING THE ACTIVITIES 60
    Inputs for the process define activities. 60
    Time management plan 61
    Scope baseline 61
    Work Breakdown Structure 62
    Statement of Work 62
    Work packages 63
    The environmental factors of the company 63
    Tools and techniques for defining the activities 64
    Decomposition techniques 65
    Scheduling methods, types, and techniques 65
    Subject Matters Expert (SME), i.e., experts or experts 65
    The output of defining the activities 65
    Example: Main deck for an offshore platform 65
    Statement of Work (SOW) for creating the main deck of the topsides 66
    SOW graphically depicted 66
    Building the Work Breakdown Structure 70
    Fragnet 76
    CHAPTER 3 SCHEDULING THE ACTIVITIES 77
    Input for scheduling the activities 77
    Ad 1. Time management plan 78
    Ad 2. Activity list 78
    Ad 3. Activity attributes 78
    Ad 4. Milestone list 78
    Ad 5. Project scope statement 78
    Ad 6. Operating environmental factors 78
    Ad 7. Company-dependent assets 78
    Tools and techniques 78
    Scheduling methods and techniques 79
    Critical Path Method (KPM), Precedence Diagram Method 79
    Standard relations 79
    Finish-to-Start Relationship (FS Relationship) 80
    Start-to-Start Relationship (SS Relationship) 80
    Finish-to-Finish Relationship (FF Relationship) 80
    Start-to-Finish relationship (SF relationship) 81
    Special relationships 81
    Lead relationship 81
    Lag relationship 81
    Determine the dependencies 81
    Required Provisions 82
    Preferences 82
    External Provisions 82
    Internal provisions 82
    Techniques for collaboration and cooperation 82
    Brainstorm 83
    Mind mapping 83
    Collaboration Tools 83
    Critical takeaways for scheduling the activities 84
    Example: Maindeck for an offshore platform 85
    Statement of Work (SOW) for creating the main deck of the topsides 85
    SOW graphically depicted 85
    Work Breakdown Structure 87
    Production engineering 89
    CHAPTER 4 ESTIMATING THE RESOURCES 93
    1. Project scheduling, grading, and accuracy 93
    The cost-base plan 94
    Units of measurement 94
    Accuracy level 94
    Cost Breakdown 94
    Control thresholds 94
    Performance measurements 95
    Reports 95
    Cost Base Plan Summary 95
    2. Input, tools and techniques, and output 95
    Resource estimation 96
    Resource calendars 96
    Default Calendar 96
    Two-shift calendar 96
    Three-shift calendar 96
    24/7 calendar 96
    Individual calendars 96
    Holidays and days off 96
    Risk register 96
    Activity Cost Estimate 97
    Tools and techniques 97
    Expert view ('expert judgment') 97
    Estimating techniques 97
    Analog estimation 97
    Parametric estimation 98
    Bottom-up estimation 98
    3. Published estimating data 98
    Internal databases for estimating 98
    Externally published estimating data. 99
    Project management software 99
    Resource Library 99
    Physical Breakdown Structure (PBS ) 101
    Standard Activity Breakdown (SAB) 101
    Code Of Resource (COR) 101
    Examples of estimation 106
    Parametric estimation of the main deck 106
    Example calculation 106
    Calculation of the required man-hours 106
    Indirect hours 107
    Materials 107
    Equipment 107
    Bottom-up estimating 108
    Standards and key figures 108
    Examples of bottom-up estimation 108
    Process estimates in Primavera P6 111
    Direct man hours 111
    Example resource library as created in Primavera 112
    Examples in Primavera 113
    Pre-assemble main deck AA 114
    Assemble the main deck. 115
    Protective coating 116
    Summary examples 117
    CHAPTER 5 ESTIMATING THE DURATION 118
    Duration of an activity 118
    What do the international standards and standard practices say? 119
    14- Points Assessment Check Protocol 119
    The Society of Construction Law & Delay and Disruption Protocol 119
    My preference for the maximum duration of an activity 119
    Input, tools and techniques, and output 120
    Input for estimating the activity duration 120
    Resource calendars 121
    Project scope statement 122
    Milestones 122
    Key dates and internal milestones 122
    Billing Milestones 122
    Delivery times of the deliverables 123
    Availability of the resources 123
    Global and project-specific calendars 123
    Holidays and days off 123
    Availability of the work sites and buildings 123
    Forced obstructions of, for example, roads, railways, and waterways 123
    Climatic conditions 124
    Risk register 124
    Operating environmental factors 124
    Business dependent assets 124
    Tools & Techniques 124
    Three Point Estimation 124
    Beta distribution 125
    ( Program Evaluation and Review Technique. 125
    Statistical PERT (SPERT) 125
    Group decision-making techniques 126
    DELPHI technique 126
    How does it work in practice? 127
    Tools 127
    Reserve analyses 127
    Quantitative analysis time buffers 128
    Output 128
    Activity duration estimate 128
    Project document updates 128
    Estimate examples 128
    Example1: Determining the activity duration for the main deck 129
    Production engineering 129
    Crop prep. all parts 130
    Preassembling all parts 131
    Assembling the main deck 131
    Shotblasting and Painting 132
    Final assembling of the main deck 132
    CHAPTER 7 SCHEDULE OPTIMIZATION 134
    Tracking investment value and progress 155
    CHAPTER 8 DEVELOPING THE PROJECT SCHEDULE 169
    Input, tools and techniques, and the output 169
    Tools and techniques 170
    Project scheduling network analysis 171
    Critical path method 171
    Summary limitations and constraints 182
    Critical Chain Method 183
    Resource optimization techniques 184
    Resource leveling (leveling) 184
    Resource leveling example 185
    Resource smoothing (smoothing) 188
    Resource leveling example 189
    Modeling Techniques ( What-If) 190
    Simulation techniques 190
    Verification, review, and approval 197
    External requirements for a schedule 197
    DCMA 14 Point Assessment 206
    Summary tools and techniques 208
    Coding of the schedule 209
    Coding the project schedule 209
    NORSOK-codes 209
    Other code options s 210
    Add costs to the project schedule 210
    Cost allocation introduction 210
    Choices we have to make 211
    External and internal cost management 218
    Cost control to the client 218
    Internal cost control 218
    Sample Control Account Plans (CAPs) 220
    Approval of the project schedule 225
    Risk and reserve analyses for this work package 226
    Signing the project schedule 227
    Presenting the Project schedule 228
    Example 1: Developing the Main deck project schedule 229
    Requirement for a good schedule 229
    Categories 2: Resource Required Components (RRC) 237
    Drag and drag cost optimization. 261
    Category 3: Earned Value Scheduling 266
    High-Level cost overview 266
    Finalizing the development of the project schedule 275
    CHAPTER 9 PERFORMANCE REVIEW REPORTING 278
    BIBLIOGRAPHY 293
    Guides 293
    Websites 294
    INDEX 295

     
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Primavera P6 and this guide equips you with a comprehensive approach to project scheduling. Master the Work Breakdown Structure (WBS) for clear project definition. Explore advanced scheduling techniques, resource allocation strategies, and real-world Primavera P6 applications—all tailored to a project-oriented workflow. This guide is your one-stop shop for mastering Primavera P6 for successful project delivery. Tired of theoretical scheduling that doesn't translate to real-world results? This guide is your one-stop guide to mastering practical construction project scheduling and planning. Forget the generic fluff. We dive straight into the practical application, equipping you with the skills and knowledge to deliver projects on time and within budget.
Packed with clear, easy-to-understand examples, you'll learn:
 The Fundamentals: Grasp the core concepts of project scheduling and planning, including the Work Breakdown Structure (WBS) and activity sequencing.
 Step-by-Step Scheduling: Master the process of scheduling activities, estimating resources, and defining durations for a realistic project timeline.
 Resource Allocation: Optimize your resource allocation strategies to ensure efficient project execution.
 Schedule Optimization: Discover powerful drag-and-drag cost optimization techniques to get the most out of your project schedule.
 Schedule Model Development: Build a comprehensive and functional schedule model, the backbone of your project planning.
But that's not all! I take you beyond the basics and showcase the entire development process of a real-world project:
 Case Study: 300-Ton Main Deck for an Offshore Platform: Witness the application of practical scheduling and planning throughout the construction of a massive offshore structure.
Learn how to:
 Break down the project into manageable tasks.
 Develop a realistic schedule for each phase.
 Allocate resources effectively.
 Track project performance and identify potential problems.
 Generate clear and concise performance review reports.
This guide is your ultimate resource for construction professionals who want to:
 Streamline project execution.
 Minimize delays and cost overruns.
 Deliver successful construction projects on schedule and within budget.
With its practical approach and clear explanations, this guide empowers you to confidently navigate the complexities of construction project scheduling and planning.
Get ready to transform your project management skills and achieve outstanding results!
1)The development of the time management plan
Laying the Groundwork for Project Scheduling .This chapter dives into the essential steps to take before scheduling your project. We'll begin by emphasizing the importance of developing a project time management plan outlining the necessary documents to create a sound project schedule.
Next, we'll explore critical aspects that influence scheduling, including:
 Scheduling Standards & Guidelines: Established frameworks for consistent scheduling practices.
 Scheduling Methods: Different approaches to project scheduling (e.g., critical path method).
 Scheduling Techniques: Specific tactics used within chosen methods (e.g., activity crashing).
 Scheduling Tools & Software: Available technologies to aid in scheduling tasks.
 Scheduling Levels: Granularity of the schedule (summary vs. detailed).
 Scheduling Types: Different scheduling approaches based on project needs (e.g., forward pass scheduling).
Finally, we'll delve into the impact of business environment factors, processes, and assets on project scheduling. These factors all contribute to creating a reliable and predictable project timeline.
2) Defining the Activities
This chapter gets down to the nuts and bolts of crafting a practice-oriented project schedule. I will equip you with the tools and techniques to define activities in a way that drives real-world success.
Here, you'll gain a firm grasp of the Product Breakdown Structure (PBS), Work Breakdown Structure (WBS), Statement of Work (SOW), and work packages. We'll explore how these tools work together to create a practical, actionable schedule.
We'll delve into decomposition techniques – the secret sauce for breaking down large tasks into manageable, executable steps. Finally, we'll discuss how leveraging the expertise of relevant professionals plays a crucial role in creating a realistic and achievable schedule.
For a practical demonstration, I've defined the activities involved in developing the outlined construction activities for a floor, divided into four parts, on an offshore oil and gas platform – both presented clearly and accompanied by illustrative figures. These examples will showcase how the concepts translate into practical scheduling applications.
3) Scheduling the Activities
Chapter 3 takes us from defining activities to orchestrating their execution. This is where the magic happens – we delve into scheduling and timing those activities to create a critical path schedule. Here, you'll learn how to arrange activities efficiently using the critical path method.
But that's not all! We'll also explore alternative scheduling techniques like the Critical Chain Method and estimation methods like the Three-Point Estimate and Monte Carlo simulation.
Beyond the technical aspects, we'll discuss the crucial concept of relationship dependencies. This covers various types of provisions, like required, preferred, and internal/external, ensuring your activities are appropriately linked. Finally, we'll explore techniques for promoting collaboration and cooperation, fostering a thriving project environment.
4) Estimating the Resources
Equipping Your Project - Resource Allocation
While "estimating" is a common term, this chapter focuses on the crucial task of resource allocation for your project schedule. This involves assigning the necessary people, equipment, materials, and other resources to each activity.
Building upon the solid foundation laid in previous chapters (time management plan, activity definition, and scheduling), we'll now ensure your project has the tools and manpower it needs to succeed. Resource allocation is a distinct step from cost estimation, which falls under the cost management plan.
5) Estimating Activity Duration
Nail Down Your Schedule: The Art of Practical Activity Duration Estimation
Forget fancy jargon – this chapter is all about getting accurate with activity duration estimation. The PMBOK Guide defines it as an educated guess on how long a task will take, not an exact science. But hey, even educated guesses can be pretty darn accurate when you know what you're doing!
Here's why this matters: accurate lead time estimates are the building blocks of a reliable and predictable project schedule. In this chapter, we'll ditch the theoretical fluff and dive into practical, hands-on techniques to supercharge your estimation skills. We'll draw from the PMBOK Guide as a foundation but focus on real-world applications and practical examples to take your project scheduling to the next level.
6) Schedule optimization
Beyond Crashing and Fast-Tracking: Optimizing Your Project Schedule for Value
While familiar techniques like crashing and fast-tracking can shorten a project's timeline, there's a broader perspective to consider. Project schedules are not just about staying on budget and hitting deadlines. As Stephen Devaux emphasizes, projects are investments. Stakeholders expect a return on their investment, whether it's increased revenue, improved services, or long-term growth for the company.
This chapter delves into a range of schedule optimization techniques that move beyond a purely defensive strategy. We'll explore options that not only compress the schedule but also maximize project value and benefits.
7) Developing the Project Schedule
Pulling It All Together: Building Your Master Project Schedule
This chapter marks a pivotal moment – we're ready to assemble the puzzle pieces and create your master project schedule. Here, we'll integrate the results of all our previous efforts: ranked activities, estimated resources with their constraints, and activity durations.
Building a robust schedule model is an iterative process. It's rarely a one-shot deal. Be prepared to analyze, adjust, and re-analyze as you fine-tune the schedule to meet project milestones and constraints.
But don't worry, analytical ninjas! This chapter empowers you to hone your scheduling skills. You'll learn to identify potential issues and optimize the schedule for maximum efficiency. There's no need to completely disconnect from the outside world – we'll guide you through a focused, step-by-step approach.
8) Performance review reporting
Mastering Project Performance Reviews: Tools and Techniques for Success
Tired of struggling with project performance reviews? This guide equips you with the knowledge and practical skills needed to confidently monitor, analyze, and report on project progress.
Go beyond the basics:
Understand the core principles of performance review from the PMBOK® Guide.
Learn to leverage powerful tools like Primavera P6® for efficient tracking.
Discover how to create insightful reports that inform key stakeholders.
Benefits Performance Index (BPI)
Sadly, the BFI is not part of the tracking layouts as provided with Primavera P6, and in the PMBOK GUIDE seventh edition, pages 100 and 101 have the baseline performance, which we have mentioned and described with practical-oriented examples, but the mention of the benefits on value is missing. One day, it will come.
Practical Wisdom takes time to settle in the hectic world where just about everything is leveraged to gain success, remuneration, and benefits, and we do not seem to have a standard for information in the deliverable measures. here, again, is the description and the explanation!
Benefits Performance Index.(BPI) is the measure of the benefits efficiency as expressed as the ratio of the Planned benefits to the Actual benefits. The equation is BPI=PB/AB. The equasion is BPI= PB/AB whereby greater than 1.0 is under, exactly 1.0= on planned benefits and less than 1.0 over planned benefits.
Benefit from:
Reliable performance data: Gain a clear understanding of your project's status and identify potential risks early.
Data-driven decisions: Make informed choices based on accurate performance metrics.
Clear and actionable reports: Communicate project progress effectively to stakeholders.
Stop the guesswork and start mastering project performance reviews.
Bonus: Learn how to quickly transform data into compelling graphs and presentations for maximum impact.
This short view highlights the guide's focus on practical tools and techniques, emphasizes the benefits of effective performance reviews, and finishes with a solid call to action. It avoids overly technical language but conveys the guide's value proposition clearly. ×
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