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PLANNING & SCHEDULING PROFESSIONAL CERTIFICATION REVIEW COURSE - PDF document

5/4/2014 PLANNING & SCHEDULING PROFESSIONAL CERTIFICATION REVIEW COURSE 1 COURSE OBJECTIVES 2 1 5/4/2014 CERTIFICATION PROCESS 3 SCOPE OF KNOWLEDGE 4 2 5/4/2014 SCOPE OF KNOWLEDGE 5 PRIMARY REFERENCES 6 3 5/4/2014 PSP GLOSSARY 7


  1. 5/4/2014 PLANNING & SCHEDULING PROFESSIONAL CERTIFICATION REVIEW COURSE 1 COURSE OBJECTIVES 2 1

  2. 5/4/2014 CERTIFICATION PROCESS 3 SCOPE OF KNOWLEDGE 4 2

  3. 5/4/2014 SCOPE OF KNOWLEDGE 5 PRIMARY REFERENCES 6 3

  4. 5/4/2014 PSP GLOSSARY 7 PSP STUDY GUIDE FORMAT 8 4

  5. 5/4/2014 PREPARATION SUGGESTIONS 9 10 5

  6. 5/4/2014 PLANNING & SCHEDULING 11 PLANNING & SCHEDULING PROCESS 12 6

  7. 5/4/2014 PURPOSE OF PLANNING & SCHEDULING 13 WHY PLANNING ANDSCHEDULING 14 7

  8. 5/4/2014 PLANNING OUTLINES 15 PLANNING & SCHEDULING BENEFITS 16 8

  9. 5/4/2014 PLANNING & SCHEDULING BENEFITS 17 PLANNING VS. SCHEDULING 18 9

  10. 5/4/2014 PLANNING VS. SCHEDULING 19 PLANNING VS. SCHEDULING 20 10

  11. 5/4/2014 PLANNING VS. SCHEDULING 21 22 11

  12. 5/4/2014 SCHEDULINH BEGINS WITH PLANNING 23 Major Elements of Planning 24 12

  13. 5/4/2014 Results of Good Planning 25 Why Planning Works 26 13

  14. 5/4/2014 Program vs. Project 27 Opportunity for Influence 28 14

  15. 5/4/2014 Process Map 29 Example Question: Planning 30 15

  16. 5/4/2014 Example Question: Planning 31 Example Question: Planning 32 16

  17. 5/4/2014 INPUT / DATA 33 Establish a Planning Culture 34 17

  18. 5/4/2014 Planning Tools 35 Planning – The Project Triangle 36 18

  19. 5/4/2014 Stakeholders Input & Feedback 37 Example Questions: Stakeholders 38 19

  20. 5/4/2014 Example Questions: Stakeholders 39 RESOURCE CONSIDERATIONS & CONSTRAINTS 40 20

  21. 5/4/2014 RESOURCE PLANNING FLOWCHART 41 Planning Inputs & Outputs 42 21

  22. 5/4/2014 Example Question: Planning Input 43 PHASED EXECUTION APPROACH 44 22

  23. 5/4/2014 Design ‐ Bid ‐ Build ‐ > Fast Track / Design Build ‐ > Flash Track 45 EPC Projects (Design ‐ Build) 46 23

  24. 5/4/2014 Baseline Plan 47 Example Question: Phased Execution 48 24

  25. 5/4/2014 49 Work Breakdown Structure (WBS) 50 25

  26. 5/4/2014 WBS Development 51 WBS Development 52 26

  27. 5/4/2014 WBS Structure Example 53 WBS Levels Illustrated 54 27

  28. 5/4/2014 WBS ‐ OBS ‐ Schedule Relationship 55 WBS Issues 56 28

  29. 5/4/2014 Developing a Better WBS 57 WBS Development & Use 58 29

  30. 5/4/2014 WBS & OBS Relationship 59 WBS Issues 60 30

  31. 5/4/2014 Example Question: WBS 61 62 31

  32. 5/4/2014 OUTPUT / DELIVERABLES 63 Developing Specifications 64 32

  33. 5/4/2014 Specifications Components 65 Specifications Components 66 33

  34. 5/4/2014 Specifications Considerations 67 Specifications Considerations 68 34

  35. 5/4/2014 Specifications Details 69 Specifications Details 70 35

  36. 5/4/2014 Specifications Issues 71 Specifications Issues 72 36

  37. 5/4/2014 Potential Specifications Conflicts 73 Advanced Planning Topics 74 37

  38. 5/4/2014 75 SCHEDULING OUTLINE 76 38

  39. 5/4/2014 ESSENCE OF SCHEDULING 77 Integrated Planning & Scheduling 78 39

  40. 5/4/2014 Schedule Development 79 SCHEDULING METHODOLOGIES 80 40

  41. 5/4/2014 Basic Schedule Types 81 Schedules: What's the Purpose? 82 41

  42. 5/4/2014 STAKEHOLDER’S PERSPECTIVES 83 Stakeholders: Contractors 84 42

  43. 5/4/2014 Stakeholders: Subcontractors & Vendors 85 Stakeholders: Owners 86 43

  44. 5/4/2014 Example Question: Schedule Development 87 88 44

  45. 5/4/2014 INPUT / DATA 89 INPUT / DATA 90 45

  46. 5/4/2014 INPUT / DATA 91 INPUT / DATA 92 46

  47. 5/4/2014 INPUT / DATA 93 Why do Projects Fail? 94 47

  48. 5/4/2014 CREATING A SCHEDULE 95 CREATING A SCHEDULE 96 48

  49. 5/4/2014 Example Question: Schedule Development 97 98 49

  50. 5/4/2014 Schedule Activities Types 99 Examples: Activities Types 100 50

  51. 5/4/2014 Schedule & Activity Durations 101 DEVELOPING DURATIONS 102 51

  52. 5/4/2014 DEVELOPING DURATIONS 103 Understanding Activity Durations 104 52

  53. 5/4/2014 DEVELOPING DURATIONS ‐ CPM 105 Example Question: CPM Durations 106 53

  54. 5/4/2014 Example Question: Durations 107 Example Question: Durations 108 54

  55. 5/4/2014 Example Question: Durations 109 ACTIVITY SEQUENCING 110 55

  56. 5/4/2014 Developing Activity Sequences 111 Soft vs. Hard Logic 112 56

  57. 5/4/2014 CPM Model Detail Evolution 113 Duration & Sequence Issues 114 57

  58. 5/4/2014 Schedule Basis Documentation 115 116 58

  59. 5/4/2014 NON LOGIC‐DRIVEN SCHEDULES 117 Bar / Gantt Charts Advantages 118 59

  60. 5/4/2014 Bar / Gantt Charts Disadvantages 119 Gantt Chart Example 120 60

  61. 5/4/2014 Example of Combined Data Charts 121 NON LOGIC‐DRIVEN SCHEDULES 122 61

  62. 5/4/2014 Linear Advantages 123 Linear Disadvantages 124 62

  63. 5/4/2014 Linear / LOB Schedules 125 LOB Planning Process 126 63

  64. 5/4/2014 Roadwork LOB Summary Schedule 127 Analyzing LOB Schedules 128 64

  65. 5/4/2014 LOB Scheduling Issues 129 Example Question: Linear Schedules 130 65

  66. 5/4/2014 Milestone & Specialty Schedules 131 LOGIC‐DRIVEN SCHEDULES 132 66

  67. 5/4/2014 133 PERT 134 67

  68. 5/4/2014 PERT Schedule Mechanics 135 PERT Activity Durations 136 68

  69. 5/4/2014 DEVELOPING DURATIONS ‐ PERT 137 Example Question: PERT Durations 138 69

  70. 5/4/2014 In Class Exercise 139 140 70

  71. 5/4/2014 Network Schedules 141 Logic Diagrams (CPM Schedules) 142 71

  72. 5/4/2014 CPM Networks – Basic Functions 143 CPM Advantages 144 72

  73. 5/4/2014 CPM Disadvantages 145 CPM Bar Chart Graphics: A Caution 146 73

  74. 5/4/2014 Network / CPM Schedules 147 CPM – Today’s “Global Solution” 148 74

  75. 5/4/2014 Critical Path Method (CPM) 149 PDM ‐‐ Precedence Diagramming 150 75

  76. 5/4/2014 PDM ‐‐ Precedence Diagram 151 PDM ‐‐ Precedence Diagramming 152 76

  77. 5/4/2014 PDM Activity Notations 153 PDM ‐ Creating Relationships 154 77

  78. 5/4/2014 PDM – Level Of Effort Activities 155 MOST WIDELY USED CPM FORMATS 156 78

  79. 5/4/2014 157 Work Calendars 158 79

  80. 5/4/2014 Calendar Conventions 159 Work Day Change Example 160 80

  81. 5/4/2014 Calendars [P6 Example] 161 Resource Calendars 162 81

  82. 5/4/2014 Example Question: Calendars 163 Example Question: Calendars 164 82

  83. 5/4/2014 165 CPM Schedule Calculations 166 83

  84. 5/4/2014 CPM Schedule Calculations 167 CPM Schedule Calculations 168 84

  85. 5/4/2014 Forward Pass 169 Forward Pass Example 170 85

  86. 5/4/2014 Backward Pass 171 Backward Pass Example 172 86

  87. 5/4/2014 Example Question: Calculations 173 Example Question: Solution 174 87

  88. 5/4/2014 Example Question: Solution in Primavera SureTrak 175 In‐Class Exercise 176 88

  89. 5/4/2014 Draw Logic Diagram & Calculate Float 177 178 89

  90. 5/4/2014 179 Float Values Defined 180 90

  91. 5/4/2014 What is Float? 181 Float Calculations 182 91

  92. 5/4/2014 Float : Early & Late Schedules 183 Float : Early & Late Schedules 184 92

  93. 5/4/2014 Common Float Issues 185 186 93

  94. 5/4/2014 Common Float Issues (Continued) 187 Common Float Issues (Continued) 188 94

  95. 5/4/2014 Other Float Values 189 Example Question: Float 190 95

  96. 5/4/2014 191 Types of Constraints 192 96

  97. 5/4/2014 Date Constraints [P6 Example] 193 194 97

  98. 5/4/2014 Critical Path 195 Critical Path through Network 196 98

  99. 5/4/2014 Critical Path Concepts 197 Longest versus Critical Path 198 99

  100. 5/4/2014 Example Question: Critical Path 199 200 100

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