Tag: schedule consultant

Schedule Development and Management Consultant

Schedule Consultants. What should a Project Owner Consider when Deciding which Planning and Schedule Consultant to Choose?

How does a project owner, working in an organization without an in-house planning and schedule professional, know what to look for in a planning and schedule consultant? You are going to trust this person to monitor and report on the contractor’s schedule development and updates and revisions for your project. How do you know which schedule consultant from the multitude of schedule consultants to choose?

Cost should definitely not be the deciding factor.

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

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

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

There are many consultants providing schedule oversight 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 methodologies. It’s hard to find an old project or construction manager that became a scheduler. That would be the best, provided they learned all the Association for the Advancement of Cost Engineering International (AACEi) and other industry best practices. Unfortunately, many of the old project and construction managers knew how to manage the project but didn’t understand how the schedule was developed or how to recognize the application of the AACEi and industry best practices in their 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 schedule development skills. This would be a great choice.

A few of the things you should consider when deciding which schedule consultants to use are:

  • Has the consultant scheduled or managed work similar to the project you need help with?
  • 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 some contract information and will also want to be involved with the schedule review and analyzation process. This will help you understand what construction schedule consultants are looking at and why. Schedule consultants will analyze the software calculation settings, types of activities used, calendars, resource loading, use of lags, total float values and the reasons for anomalies, and many more detailed items that work behind the scenes in a critical path method (CPM) schedule. You really need to stay involved in order to understand what is being found and the impact it has on the schedule. Professional planning and schedule consultants will produce a report that lists any problems in the schedule construction or settings or approach that in their professional opinion is a concern which should be reviewed with the contractor. The schedule consultant does not want to cut corners or create strained relationships that will undermine the project team’s effectiveness. Listen to what they recommend. Schedule consultants only want to provide you with their analysis of the schedule, based on AACEi and industry best practice and your contract requirements.

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

Scheduling Consultant. Why would a Project Owner need a Professional Planning and Scheduling Consultant? Isn’t the Contractor Responsible for the Schedule?

It is surprising that many project owners don’t obtain any assistance with managing the general contractors’ schedule. They have PM’s on staff who look at the Gantt Charts and perhaps ask about milestone completion dates or basic duration or logic details. Universities, financial and medical groups usually employ a Construction Manager as Agent (CMa) to help with very large projects; other times they choose CM at Risk as the project delivery vehicle. Only they don’t have anyone as their schedule advocate after the project goes to construction. Or if they have medium and small projects, they don’t employ any CM assistance with at all.

The Gantt Chart is not much value to the owner if they don’t know how the schedule settings and calendars and logic are set up. Most PM’s on the owner’s team don’t have the background, training or experience to look at the schedule and check these. They really need someone to help them review the schedule development and update process to work as their advocate. That someone is a Professional Planning and Scheduling Consultant.

Without having the ability to open the schedule and analyze the settings and data, the owner has no way of validating the schedule as presented. While contractors don’t intentionally produce schedules that do not meet the contract requirements, it happens all too often. The only way to know is to have the training, experience and ability to analyze the schedule file.

The owner really needs to know what the schedule calculations are set for. Is it retained logic or progress override? How is the “critical” path determined? By longest path or a total float value? Are calendars established, and if so are they assigned to activities? What type of percent complete is selected? What type of activities are in use? Are there lags in use? All of these settings and selections impact how the schedule calculates. The owner should have specified requirements for these, and other items. The owner also needs to be able to check these.

The contract typically requires the use of a minimal set of activity codes. If it does not, the contractor should include at least a few activity codes for their own use. There is no reason the owner can’t use these activity codes to help group, filter and sort the schedule activities for their own use in analyzing the schedule for resource usage, area congestion, and activities specifically coded to the owner for responsibility. The owner can always request this from the contractor, but why shouldn’t the owner be capable of performing these tasks? Even if it is through the use of a professional scheduling consultant. That way they know exactly what the filter, layout, and grouping is set for.

And finally, why can’t the owner use the most recent update to run “what if” scenarios? Perhaps, in addition to creating a preliminary cost estimate for a potential change order, the owner creates a draft fragnet and adds it to the schedule to see what the potential time impact could be? This would certainly help with documenting and supporting the business decision to issue a request for proposal for a change order. How many times has an owner issued a request for proposal only to determine the price or schedule impact is too great after the contractor develops their proposal with time and cost included? This just wastes the contractor’s resources, often results in the contractor holding the start of the work being changed to prevent rework, and allows the owner more control over the project’s change management.

This is a simplified version of the topic of owners using a scheduling consultant or CMa services for schedule oversight and intended only to create thought and discussion of the issues surrounding this topic. Many owners aren’t aware of the benefits which having the ability to really analyze the schedule will provide. They have gotten by with looking at Gantt Charts so far, why should they change now?

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