Schedule Management. Why should a General Contractor invest in the use of Critical Path Method, (CPM) Scheduling when they have gotten by with “Schedule by Date” bar charts for so long?

Many contractors I’ve worked with in my role as a planning and schedule professional consultant, had been developing their schedules in-house using their Project Managers, (PM’s) or Superintendents. Who better knows the project requirements! They had been using the basic functions of a simple schedule program and had been setting “milestone dates” for the completion of major pieces of the work. They used some logic, but not complete logic. They inadvertently set constrained dates for most of the activities. They let the program use the default calendar, whatever that was. They did not do any coding. They did not have a schedule driven by the durations and relationships of the work. They also did not have a schedule management process.

Basically, they had a list of tasks and milestone goals and they managed their work to that plan. They made adjustments to the dates and progress as they went along, and believed they were managing the schedule and the project. If it isn’t broke don’t fix it, right?

This is definitely not schedule management!

Why not, at the very least, consider what stepping up to CPM scheduling could do for your project control and management?

If your project team is encouraged to learn more about Critical path Method, (CPM) scheduling, it will only help them see ways they can better manage their work. My most recent client, (like most of my clients), considered going through the SOW to verify all work was in the schedule to be very familiar. But they enjoyed the intensive exercise of building all the activities to support the execution of each piece of the project and then adding the relationships to “plan” how the work will be sequenced. They always remark that it makes them look at the project differently. They like how developing the complete logic for the schedule forces them and other project team members to really think about how the coordination of the various trades and deliveries and sequential logic for the submission/deliver/construct sequences impacted other areas they had not considered. They also enjoy having more direct control over their execution plan and having the ability to easily see when work is slipping, and which corrective actions will actually help maintain the project completion date.

Having the control over their planning and scheduling of the project has given these PM’s and Superintendents and their project teams much greater control over the project execution and their ability to proactively manage their work. It’s much better to proactively manage potential issues than spend your time putting out the fires that aren’t apparent until that specific trade is at a log jam in the work flow.

These PM’s and Superintendents don’t have the time to learn a new skill set specific to planning and scheduling. They already understand how logic works and how the activity relationships affect the sequencing of the work. What they don’t have is the specialized training and experience to understand how the calendars, resource assignments, and schedule calculation options work behind the scenes to deliver the schedule model they need. That is why they need the assistance of a planning and schedule professional to work with them as a schedule consultant to develop and manage the schedule. A good schedule consultant will work with your project team to model the project and set the calendars, resources and schedule calculations settings specific to your project. This relieves your project team of the burden of trying to make a software program they are not experts with work to fit their contract requirements and provides you with an as-needed expert resource for this specific skill set.

Having the true CPM schedule will allow your project team to identify slippage or trends in a particular trade or in a specific area and model what corrective action is best for the mitigation of this event. No guess work, no just tell them to “get back on schedule”. Your project team can actually analyze which options will produce the most efficient use of resources and obtain the required result. This is an important part of the Schedule Management process.

It does however, require a good bit of up front work during the CPM schedule development phase, but this work actually helps to identify missing scope and helps with the initial coordination of your work forces. Owners are also held accountable with a CPM schedule. The schedule includes activities for all work or deliverables for which the owner is responsible. This allows them to better plan their involvement and allows you to better coordinate this work. A well-maintained CPM schedule is also critical for managing change orders and delays to work. Once both parties agree on how the additional work or delay should be inserted into the most current updated and accepted schedule, there isn’t much to negotiate. The schedule either supports the impact claim or it does not.

The bottom line is that there is no really good reason not to plan and schedule your work with a CPM schedule. It aids in the planning, scope validation, execution management and change order/delay management. If the schedule is also cost loaded, it makes invoicing easier as well. There is a reason almost all large general contractors and large projects require the use of CPM schedules. They work.

I recommend any general contractor not currently using CPM planning and scheduling for their projects, at least, talk to a planning and schedule professional. It can’t hurt and you might be surprised at how much using a CPM schedule approach and having a schedule management process will help your projects succeed.

Please visit https://conschmanservices.com to learn more about basic schedule concepts.

Please visit my LinkedIn account to learn more about me.

Please visit my “The Blue Book” ProView.

Paul Epperson CCM, PMP, PSP, PMI-SP

Construction Scheduling. What Should a General Contractor Consider when Deciding which Planning & CPM Scheduling Professional Consultant to Choose?

For a small general contractor or a project manager working for a medium size contractor, knowing what to look for in a planning and scheduling consultant can be overwhelming. You are going to trust this person to model your execution plan for your project. How do you know which construction scheduling consultant to choose?

Cost should definitely not be the deciding factor.

Cost is not indicative of the quality of the service you will receive.

Should you go to a large multi-disciplined construction management (CMa) firm or an independent expert (construction scheduling consultant) in the field of scheduling?

If you have other work you need assistance with and the CMa firm has the expertise to provide it, then it makes sense to use the CMa firm, if you don’t mind the markup on the services. If all you need is assistance with CPM schedule development and management, then it may be a better idea to go with the consultant.

There are many consultants providing CPM schedule development and management services. Most are very good and it is really a matter of how comfortable you are with the individual. However, there are schedule consultants that specialize in software operation, but not so much in understanding construction sequencing and CPM methodologies. It’s hard to find an old superintendent that became a scheduler. That would be the best, provided they learned all the Association for the Advancement of Cost Engineering International (AACEi) and industry best practices. Unfortunately, many of the old superintendents knew how to build the project, but didn’t understand how the software worked or how to apply the AACEi and industry best practices when developing their CPM schedules. If you can find a Construction Management Association of America (CMAA) Certified Construction Manager (CCM) or Project Management Institute (PMI) certified Project Management Professional (PMP) with an Association for the Advancement of Cost Engineering International (AACEi) Planning and Schedule Professional (PSP) certification or PMI-SP certification, you have found someone with proven project management and CPM schedule development skills. This would be a great choice.

A few of the things you should consider when deciding which scheduling consultant to use are:

  • Has the consultant scheduled or managed work similar to the project you need help with?
  • Has the consultant worked with similar CPM schedule specifications? This can be a big deal if they have not….
  • Has the consultant scheduled or managed projects of the size project you plan to have them help you with?
  • Does the consultant have the time to devote to the development phase of the planning and scheduling process?
  • Is the consultant approachable? Ethical? Going to look after your best interests?

Once you have decided on which consultant to go with, you will need to provide them with a lot of information and will also have to be very involved with the schedule development. This is the only way to get a schedule that models your plan. If a consultant says they can build the schedule based solely on the contract docs, they will be building the project based on their interpretation of the project, not necessarily the way you planned or budgeted for. You really need to stay involved to maintain some control, but you also need to allow the planning and schedule professional to utilize best practices. The construction scheduling consultant does not want to cut corners or use techniques that will undermine the schedule’s validity. Listen to what they recommend. The schedule consultant only wants to provide you with a schedule based on AACEi and industry best practice.

I’m sure many of you have comments or additional insight into this subject. Please share!

I’d love to hear what you think!

Please visit https://conschmanservices.com to learn more about basic CPM schedule concepts.

Please visit my LinkedIn account to learn more about me.

Paul Epperson CCM, PMP, PSP, PMI-SP

Construction Scheduling. Can Smaller General Contractors Really Benefit from CPM Scheduling?

Can the use of CPM scheduling help small general contractors better manage their projects?

Can the use of CPM scheduling help smaller general contractors better manage their projects?

Technology has definitely changed the way we manage projects. There is more information to be managed than ever before. Part of a Project Manager’s job is the daily management of all the information. This work cuts into the time available for the development and management of the project schedule. Developing and managing a project schedule is a big undertaking. Most PM’s do not have specialized training and expertise in schedule theory and are not proficient in the specialized scheduling software operation. If a simple Gantt Chart is all that’s required, they can make do utilizing MS Project. This is how we have been managing work for many years.

If the contractors use a CPM schedule, with fully developed logic and the appropriate level of detail, they could use the schedule as a management tool and see problems and potential delays during the periodic updating. This would allow them to react and plan much more efficiently. The cost savings would be well worth the effort. But it takes a considerable amount of effort to develop and manage a valid CPM schedule.

This is when a planning and schedule professional, (Professional CPM Consultant) is handy.

Contractors could also use the project schedule to manage change orders and delay impacts.  A project schedule is also a great tool for managing the various trades for the project.

Using activity coding to filter the project schedule by trade or responsibility allows the project team to review a trades work sequence in detail and identify potential resource shortages. Filtering the project schedule by area allows the project team to identify specific areas which may be overcrowded with different trades.

There are many benefits to using a CPM schedule to manage the work for a project. Using a simple Gantt or bar chart is fine for very simple projects, but the benefits of a detailed CPM schedule are well worth the effort for projects of any size or complexity.

The small contractor would have to invest in the training to teach their PM’s about basic best practices such as breaking the SOW down into a useful WBS; then further breaking the work down into detailed activities which support he WBS deliverables. Then there are calendars, logic best practice, and the proper use of constraints…..

The smaller projects and contractors can definitely benefit from using a fully developed CPM schedule. The challenge is finding the time to train the PM and project team in the correct development and management of a CPM schedule.

I’m sure many of you have comments or additional insight into this subject. Please share!

I’d love to hear what you think!

Please visit https://conschmanservices.com to learn more about basic schedule concepts.

Please visit my LinkedIn account to learn more about me.

Paul Epperson CCM, PMP, PSP, PMI-SP

Construction Scheduling. What do Small Contractors really want from CPM Schedule Consultants?

Many smaller general contractors do not need, nor can they afford a full-time planner or CPM scheduler on their staff. They seldom choose to use professional planning and CPM schedule consultants. But if they did, what do they really need from scheduling consultants? Continue reading “Construction Scheduling. What do Small Contractors really want from CPM Schedule Consultants?”