PLANNING & SCHEDULING PROFESSIONAL CERTIFICATION

Transcription

5/4/2014PLANNING &SCHEDULINGPROFESSIONALCERTIFICATIONREVIEW COURSE1COURSE OBJECTIVES21

5/4/2014CERTIFICATION PROCESS3SCOPE OF KNOWLEDGE42

5/4/2014SCOPE OF KNOWLEDGE5PRIMARY REFERENCES63

5/4/2014PSP GLOSSARY7PSP STUDY GUIDE FORMAT84

5/4/2014PREPARATION SUGGESTIONS9105

5/4/2014PLANNING & SCHEDULING11PLANNING & SCHEDULING PROCESS126

5/4/2014PURPOSE OF PLANNING & SCHEDULING13WHY PLANNING AND SCHEDULING147

5/4/2014PLANNING OUTLINES15PLANNING & SCHEDULING BENEFITS168

5/4/2014PLANNING & SCHEDULING BENEFITS17PLANNING VS. SCHEDULING189

5/4/2014PLANNING VS. SCHEDULING19PLANNING VS. SCHEDULING2010

5/4/2014PLANNING VS. SCHEDULING212211

5/4/2014SCHEDULINH BEGINS WITH PLANNING23Major Elements of Planning2412

5/4/2014Results of Good Planning25Why Planning Works2613

5/4/2014Program vs. Project27Opportunity for Influence2814

5/4/2014Process Map29Example Question: Planning3015

5/4/2014Example Question: Planning31Example Question: Planning3216

5/4/2014INPUT / DATA33Establish a Planning Culture3417

5/4/2014Planning Tools35Planning – The Project Triangle3618

5/4/2014Stakeholders Input & Feedback37Example Questions: Stakeholders3819

5/4/2014Example Questions: Stakeholders39RESOURCE CONSIDERATIONS & CONSTRAINTS4020

5/4/2014RESOURCE PLANNING FLOWCHART41Planning Inputs & Outputs4221

5/4/2014Example Question: Planning Input43PHASED EXECUTION APPROACH4422

5/4/2014Design‐Bid‐Build ‐ Fast Track / Design Build ‐ Flash Track45EPC Projects (Design‐Build)4623

5/4/2014Baseline Plan47Example Question: Phased Execution4824

5/4/201449Work Breakdown Structure (WBS)5025

5/4/2014WBS Development51WBS Development5226

5/4/2014WBS Structure Example53WBS Levels Illustrated5427

5/4/2014WBS ‐ OBS ‐ Schedule Relationship55WBS Issues5628

5/4/2014Developing a Better WBS57WBS Development & Use5829

5/4/2014WBS & OBS Relationship59WBS Issues6030

5/4/2014Example Question: WBS616231

5/4/2014OUTPUT / DELIVERABLES63Developing Specifications6432

5/4/2014Specifications Components65Specifications Components6633

5/4/2014Specifications Considerations67Specifications Considerations6834

5/4/2014Specifications Details69Specifications Details7035

5/4/2014Specifications Issues71Specifications Issues7236

5/4/2014Potential Specifications Conflicts73Advanced Planning Topics7437

5/4/201475SCHEDULING OUTLINE7638

5/4/2014ESSENCE OF SCHEDULING77Integrated Planning & Scheduling7839

5/4/2014Schedule Development79SCHEDULING METHODOLOGIES8040

5/4/2014Basic Schedule Types81Schedules: What's the Purpose?8241

5/4/2014STAKEHOLDER’S PERSPECTIVES83Stakeholders: Contractors8442

5/4/2014Stakeholders: Subcontractors & Vendors85Stakeholders: Owners8643

5/4/2014Example Question: Schedule Development878844

5/4/2014INPUT / DATA89INPUT / DATA9045

5/4/2014INPUT / DATA91INPUT / DATA9246

5/4/2014INPUT / DATA93Why do Projects Fail?9447

5/4/2014CREATING A SCHEDULE95CREATING A SCHEDULE9648

5/4/2014Example Question: Schedule Development979849

5/4/2014Schedule Activities Types99Examples: Activities Types10050

5/4/2014Schedule & Activity Durations101DEVELOPING DURATIONS10251

5/4/2014DEVELOPING DURATIONS103Understanding Activity Durations10452

5/4/2014DEVELOPING DURATIONS ‐ CPM105Example Question: CPM Durations10653

5/4/2014Example Question: Durations107Example Question: Durations10854

5/4/2014Example Question: Durations109ACTIVITY SEQUENCING11055

5/4/2014Developing Activity Sequences111Soft vs. Hard Logic11256

5/4/2014CPM Model Detail Evolution113Duration & Sequence Issues11457

5/4/2014Schedule Basis Documentation11511658

5/4/2014NON LOGIC‐DRIVEN SCHEDULES117Bar / Gantt Charts Advantages11859

5/4/2014Bar / Gantt Charts Disadvantages119Gantt Chart Example12060

5/4/2014Example of Combined Data Charts121NON LOGIC‐DRIVEN SCHEDULES12261

5/4/2014Linear Advantages123Linear Disadvantages12462

5/4/2014Linear / LOB Schedules125LOB Planning Process12663

5/4/2014Roadwork LOB Summary Schedule127Analyzing LOB Schedules12864

5/4/2014LOB Scheduling Issues129Example Question: Linear Schedules13065

5/4/2014Milestone & Specialty Schedules131LOGIC‐DRIVEN SCHEDULES13266

5/4/2014133PERT13467

5/4/2014PERT Schedule Mechanics135PERT Activity Durations13668

5/4/2014DEVELOPING DURATIONS ‐ PERT137Example Question: PERT Durations13869

5/4/2014In Class Exercise13914070

5/4/2014Network Schedules141Logic Diagrams (CPM Schedules)14271

5/4/2014CPM Networks – Basic Functions143CPM Advantages14472

5/4/2014CPM Disadvantages145CPM Bar Chart Graphics: A Caution14673

5/4/2014Network / CPM Schedules147CPM – Today’s “Global Solution”14874

5/4/2014Critical Path Method (CPM)149PDM ‐‐ Precedence Diagramming15075

5/4/2014PDM ‐‐ Precedence Diagram151PDM ‐‐ Precedence Diagramming15276

5/4/2014PDM Activity Notations153PDM ‐ Creating Relationships15477

5/4/2014PDM – Level Of Effort Activities155MOST WIDELY USED CPM FORMATS15678

5/4/2014157Work Calendars15879

5/4/2014Calendar Conventions159Work Day Change Example16080

5/4/2014Calendars [P6 Example]161Resource Calendars16281

5/4/2014Example Question: Calendars163Example Question: Calendars16482

5/4/2014165CPM Schedule Calculations16683

5/4/2014CPM Schedule Calculations167CPM Schedule Calculations16884

5/4/2014Forward Pass169Forward Pass Example17085

5/4/2014Backward Pass171Backward Pass Example17286

5/4/2014Example Question: Calculations173Example Question: Solution17487

5/4/2014Example Question:Solution in Primavera SureTrak175In‐Class Exercise17688

5/4/2014Draw Logic Diagram & Calculate Float17717889

5/4/2014179Float Values Defined18090

5/4/2014What is Float?181Float Calculations18291

5/4/2014Float : Early & Late Schedules183Float : Early & Late Schedules18492

5/4/2014Common Float Issues18518693

5/4/2014Common Float Issues (Continued)187Common Float Issues (Continued)18894

5/4/2014Other Float Values189Example Question: Float19095

5/4/2014191Types of Constraints19296

5/4/2014Date Constraints [P6 Example]19319497

5/4/2014Critical Path195Critical Path through Network19698

5/4/2014Critical Path Concepts197Longest versus Critical Path19899

5/4/2014Example Question: Critical Path199200100

5/4/2014CPM Data: A Peek Below the Water Line201CPM Database Sophistication202101

5/4/2014P6 Coding & User Defined Fields203P6 WBS “Module”204102

5/4/2014205Schedule Model Quality Analysis206103

5/4/2014Reviewing Baseline Schedule207Schedule Model Quality Analysis208104

5/4/2014Schedule Model Quality Analysis209Model Quality Analysis210105

5/4/2014Documenting Schedule Basis211Horizontal Traceability212106

5/4/2014Vertical Traceability213SCHEDULING PITFALLS214107

5/4/2014SCHEDULING PITFALLS215Example Question: Scheduling Issues & Pitfalls216108

5/4/2014217Resource Scheduling218109

5/4/2014Resource Leveling219Resource Allocation220110

5/4/2014Resource Leveling Benefits221Resource Leveling Benefits (continued)222111

5/4/2014Example of Resource Profile223Example of Resource Leveling224112

5/4/2014Non‐consumable Resources225Consumable Resources226113

5/4/2014Resource Modeling / Analysis227Example Question: Resource Leveling228114

5/4/2014229Schedule Maintenance230115

5/4/2014Schedule Maintenance231Data Date Concepts232116

5/4/2014Progress / Updating the Schedule233Updating Considerations234117

5/4/2014Updating Procedures235Updating Procedures236118

5/4/2014Updating Procedures237Updating Procedures238119

5/4/2014Reviewing Schedule Updates239Example Question: Schedule Maintenance240120

5/4/2014Example Question: Schedule Maintenance241242121

5/4/2014Earned Value Considerations243Earned Value Terminology244122

5/4/2014Earned Value Terminology245Earned Value Calculations246123

5/4/2014EV Activity Statusing Methods247EV Activity Statusing Methods248124

5/4/2014Example Question: EV Work Progress249Schedule Variance/Index Calculations250125

5/4/2014Schedule Variance/Index Calculations251Schedule Variance/Index Calculations252126

5/4/2014EV Trended Forecasting253Example Question: Schedule Maintenance254127

5/4/2014Example Question: Updating for Progress255Example Question: Work Progress256128

5/4/2014257Change Management258129

5/4/2014Change Management259Change Management / Control Outputs260130

5/4/2014Schedule Change Control261Schedule Control262131

5/4/2014Example Question: Change Control263264132

5/4/2014Schedule Levels of Detail / Filtering265266133

5/4/2014Management Summary267Level II Schedule Example ‐ 1/2268134

5/4/2014Level II Schedule Example ‐ 2/2269270135

5/4/2014Progress & Trend Forecasting271Process Map for Forecasting272136

5/4/2014Inputs & Outputs of Forecasting273274137

5/4/2014Example Question: Forecasting275Example Question: Forecasting276138

5/4/2014Example Question: Forecasts277278139

5/4/2014Schedule Compression279Schedule Compression280140

5/4/2014Schedule Compression281282141

5/4/2014Crashing Analysis283Directed Acceleration284142

5/4/2014Constructive Acceleration285Example: Acceleration286143

5/4/2014Example Question: Acceleration287288144

5/4/2014Identifying & Documenting Schedule Change289Analyzing Schedule Delays290145

5/4/2014Time Impact Analysis (TIA)291Time Impact Analysis (TIA)292146

5/4/2014Time Impact Analysis (TIA)293Time Impact Analysis (TIA)294147

5/4/2014Time Impact Analysis (TIA)295Reporting Status & Forecasting296148

5/4/2014Example Question: Changes & Delays297Control Inputs, Tools & Techniques298149

5/4/2014Control Inputs, Tools & Techniques299Example Question: Baselines300150

5/4/2014Example Question: Recovery Plans301302151

5/4/2014CPM Schedule ReportingHow good are your Communications Skills?303OUTPUT / DELIVERABLES304152

5/4/2014Reporting to Stakeholders305Why Important to Management?306153

5/4/2014Reviewing Schedules307Variability, Risk & Credibility308154

5/4/2014Report, Advise & Decide309Example Question:Reporting to Management310155

5/4/2014Credibility in Planning & Scheduling311What's Going On Here?312156

5/4/2014Use following table / data to answer questions313Example: Scenario Questions314157

5/4/2014Example: PDM Diagram – TF & FF315Example: CPM Network Solution316158

5/4/2014Example: Delay Chart317Example: Answers318159

5/4/2014Example: Communications Problem319160

planning & scheduling professional certification review course 1 course objectives 2. 5/4/2014 2 certification process 3 scope of knowledge 4. 5/4/2014 3 scope of knowledge 5 primary references 6. 5/4/2014 4 psp glossary 7 psp study guide format 8. 5/4/2014 5 preparation suggestions 9 10.