integrating task fragmentation and earned value …...all the precedence relationships are...

10
Ponz-Tienda, J.L., Pellicer, E., Alarcón, L.F., Rojas-Quintero, J.S., 2015. Integrating Task Fragmentation and Earned Value Method into the Last Planner System using Spreadsheets. In: Proc. 23rd Ann. Conf. of the Int’l. Group for Lean Construction. Perth, Australia, July 29-31, pp. 63-72, available at www.iglc.net PRODUCTION PLANNING AND CONTROL 63 INTEGRATING TASK FRAGMENTATION AND EARNED VALUE METHOD INTO THE LAST PLANNER SYSTEM USING SPREADSHEETS José L. Ponz-Tienda 1 , Eugenio Pellicer 2 , Luis F. Alarcón 3 , and Juan S. Rojas- Quintero 4 ABSTRACT Construction schedulers make use of several tools as project management software of general purpose and spreadsheets for applying the Last Planner System of Production Control. This widespread practice has the disadvantage of working with questionable algorithms and models difficult to adapt to the construction industry, besides having to work with disconnected and complex information to manage data. In this paper a new layout and computation of multidimensional non-cyclic directed graphs based on its adjacency matrices is presented. All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions with work and feeding restrictions. This approach has been implemented with Visual Basic for Excel. A new approach for the representation and computation of projects for the Last Planner System of Production Control is presented. This approach is integrated with the management of the Earned Value and ad-hoc complex optimization. LPS TM , CPM, EVM and PPC are found to be complementary, and the Zaderenko´s algorithm modified and implemented in Excel can be used to integrate them. KEYWORDS Lean construction, Last Planner System, Construction Scheduling with spreadsheets. INTRODUCTION To improve the efficiency of the planning process of construction projects, practitioners schedule through a hierarchy of three levels from low to high level of detail. Ballard and Howell (1998) propose The Last Planner System of Production 1 Assistant Professor, Dep. of Civil and Environmental Engineering. Director of Construction Engineering and Management, Universidad de Los Andes, Bogotá, Colombia, (57-1) 3324312, [email protected] 2 Associate Professor, School of Civil Engineering, Universitat Politécnica de València, Valencia, Spain, (34) 963879562, [email protected] 3 Professor, Dept. of Construction Engineering and Management, Universidad Católica de Chile, Escuela de Ingeniería, Santiago, Chile, (56-2) 2354 4201, [email protected] 4 Instructor, Department of Civil and Environmental Engineering. Universidad de Los Andes, Bogotá, Colombia, (57-1) 3324312, [email protected]

Upload: others

Post on 18-Sep-2020

3 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

Ponz-Tienda, J.L., Pellicer, E., Alarcón, L.F., Rojas-Quintero, J.S., 2015. Integrating Task

Fragmentation and Earned Value Method into the Last Planner System using Spreadsheets. In: Proc.

23rd Ann. Conf. of the Int’l. Group for Lean Construction. Perth, Australia, July 29-31, pp. 63-72,

available at www.iglc.net

PRODUCTION PLANNING AND CONTROL 63

INTEGRATING TASK FRAGMENTATION

AND EARNED VALUE METHOD INTO THE

LAST PLANNER SYSTEM USING

SPREADSHEETS

José L. Ponz-Tienda 1, Eugenio Pellicer 2, Luis F. Alarcón3, and Juan S. Rojas-

Quintero4

ABSTRACT

Construction schedulers make use of several tools as project management software of

general purpose and spreadsheets for applying the Last Planner System of Production

Control. This widespread practice has the disadvantage of working with questionable

algorithms and models difficult to adapt to the construction industry, besides having

to work with disconnected and complex information to manage data. In this paper a

new layout and computation of multidimensional non-cyclic directed graphs based on

its adjacency matrices is presented. All the precedence relationships are considered,

in addition to the optimal and discretionary fragmentation of task in real conditions

with work and feeding restrictions. This approach has been implemented with Visual

Basic for Excel. A new approach for the representation and computation of projects

for the Last Planner System of Production Control is presented. This approach is

integrated with the management of the Earned Value and ad-hoc complex

optimization. LPSTM, CPM, EVM and PPC are found to be complementary, and the

Zaderenko´s algorithm modified and implemented in Excel can be used to integrate

them.

KEYWORDS

Lean construction, Last Planner System, Construction Scheduling with spreadsheets.

INTRODUCTION

To improve the efficiency of the planning process of construction projects,

practitioners schedule through a hierarchy of three levels from low to high level of

detail. Ballard and Howell (1998) propose The Last Planner System of Production

1 Assistant Professor, Dep. of Civil and Environmental Engineering. Director of Construction

Engineering and Management, Universidad de Los Andes, Bogotá, Colombia, (57-1) 3324312,

[email protected] 2 Associate Professor, School of Civil Engineering, Universitat Politécnica de València, Valencia,

Spain, (34) 963879562, [email protected] 3 Professor, Dept. of Construction Engineering and Management, Universidad Católica de Chile,

Escuela de Ingeniería, Santiago, Chile, (56-2) 2354 4201, [email protected] 4 Instructor, Department of Civil and Environmental Engineering. Universidad de Los Andes,

Bogotá, Colombia, (57-1) 3324312, [email protected]

Page 2: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

José L. Ponz-Tienda , Eugenio Pellicer , Luis F. Alarcón, and Juan S. Rojas-Quintero

64 Proceedings IGLC-23, July 2015 |Perth, Australia

Control (LPS™) as a hierarchy of three levels from low to high level of detail: master

plan and phase planning (long term), look-ahead planning (medium term), and

commitment planning (short term). The long term planning is to obtain a general plan

establishing the strategic targets (phase planning) aimed to developing more detailed

work plans and identify all the work packages for the construction project, showing

the main activities, their duration and sequences indexed at the top level of the work

breakdown structure (WBS henceforth). In the middle term planning, the schedulers

develop actions in the present to produce a desired future, preparing, analysing, and

solving the conflicts and restrictions in a lower and more detailed level of the WBS.

In the short term planning or Weekly Work Planning (WWP), collaborative

agreement or commitment planning works at the lowest levels of the WBS making

things happen, bearing in mind the work that is being done now and that is made-

ready to be done (Koskela, Stratton and Koskenvesa, 2010).

Lean construction practitioners make use of custom spreadsheets and project

management software of general purpose, which implements a group of mathematical

algorithms known in a generic form as Critical Path Method (CPM henceforth).

These tools are fluently used by practitioners and implemented in the commercial

software designed to assist them in the scheduling process. However, many times

practitioners are not aware of the implications about using these algorithms or they do

not understand CPM software properly. Furthermore, even skilled technicians may

have problems interpreting the implementing criteria of CPM algorithms as well as its

relaxations (Wiest, 1981), not properly documented in the management commercial

packages even those of the highest quality. In addition, the results obtained on the

benchmarking tests indicates that not only they are hardly applicable or feasible in

realistic environments, but that they are not currently competitive with the best state-

of-the-art algorithms available in the literature (Mellentien and Trautmann, 2001;

Trautman and Baumnn, 2009). This widespread practice has the disadvantage of

working with questionable obsolete algorithms and models difficult to adapt to the

construction industry, besides having to work with disconnected and complex

information to manage data.

CPM has been widely criticized as inadequate to the task of controlling work in

projects (Koskela, et al., 2014), and Earned Value Management (EVM) for managing

task at the operational level, suggesting that LPSTM and Percentage of Promises

Completed (PPC) are more appropriate to manage works when it is applied to the

operation level (Kim and Ballard, 2010). LPSTM is a collaborative, commitment-

based planning system, and CPM is a class of operations research algorithms for

computing the times of the activities based on its precedence restrictions. PPC is the

measure of promises completed on time and EVM is a tool for production control by

a comparison between budgeted and scheduled with performed, obtaining different

measures to report the progress of the project in terms of cost, production and time

(Ponz-Tienda, Pellicer and Yepes, 2012). LPSTM, CPM, EVM and PPC are

complementary rather than competitive, and the inadequacy is on the fitness of the

implemented algorithms to the construction industry. Research is heading towards the

establishment of alternative project control accounting systems not subject to the

traditional limitations of EVM, such as unbalanced process flows and lack of

predictability (Kim and Ballard, 2000), mainly in terms of workflow and value

generation (Kim, Kim and Cho, 2015)

Page 3: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

INTEGRATING TASK FRAGMENTATION AND EARNED VALUE METHOD INTO THE LAST

PLANNER SYSTEM USING SPREADSHEETS

PRODUCTION PLANNING AND CONTROL 65

In this paper a new layout and computation of multidimensional non-cyclic

directed graphs based on its adjacency matrices is presented with a realistic approach

in construction production planning. All the precedence relationships are considered,

in addition to the optimal and discretionary fragmentation of task in real conditions

with time, work and feeding restrictions. This approach has been implemented with

Visual Basic for Excel in a complete and adaptable application for the LPSTM

integrated with the management of the EVM and ad-hoc complex optimization

models.

The reminder of this paper is structured as follows: Section 2 provides a literature

review of the Project Scheduling Problem with GPRs and feeding precedence

relationships. Section 3 details the proposed algorithms for multidimensional non-

cyclic directed graphs based on its adjacency matrices. In section 4, the proposal

implemented for spreadsheets is shown. Finally, conclusions are drawn.

LITERATURE REVIEW

Projects are usually represented as acyclic directed graph without cycles and circuits

in two ways, considering the activities on the arrows of the graphs know as Activity-

on-Arrow (AoA) (Kelley and Walker, 1959; Malcolm, et al., 1959), and considering

the activities on the nodes of the graph, know as Activity-on-Node (AoN). The AoN

model was introduced by Roy (1962 cited in Kerbosch and Schell, 1975) and later

improved with the well-known Precedence Diagramming Method (PDM) (IBM,

1968).

The PDM graphs considered the activities as non-splitting allowed and

contemplated four kinds of Generalized Precedence Relationships (GPRs): finish-to-

start (FS(zij)), start-to-start (SS(zij)), finish-to-finish (FF(zij)) and start-to-finish

(SF(zij)). The PDM graphs with GPRs present an anomalous effect, called reverse

criticality, that grates against one´s natural feelings about the consequences of

lengthening or shortening a job (Wiest, 1981), changing the concept of a critical path

itself. Crandall (1973) proposed the first splitting allowed algorithm that partially

avoids the reverse criticality. This algorithm considers that “disallowing the splitting

of activities was an excessive relaxation of the real problem”, presenting a heuristic

algorithm to compute the times and the minimum duration of the project.

The Crandall´s algorithm was improved by Moder, Philips and Davis (1983),

including the start-to-finish relationship. More recently, Valls, Martí and Lino (1996)

analyse the Crandall's algorithm, proposing a new computation and more realistic

treatment of the start-to-finish relationship. Other relaxed algorithm have been

proposed by Hajdu (1996), but it provides infeasible solutions to the problem in some

cases.

An important and not well-known feature of graphs, especially project graphs, is

that they can be represented by indexed matrices, based on its precedence

relationships and represented by adjacency matrices. This characteristic is regardless

of its nature, no matter if it is an AoA graph or an AoN graph.

The first algorithm to compute the times of the activities of a project based on its

matrix representation was proposed by Zaderenko (1968). The Zaderenko´s algorithm

only considered the finish-to-start relationships, computing the early start and finish

of the activities. The Zaderenko´s proposal was improved by Ponz-Tienda (2011),

proposing a new representation and computation of multidimensional non-cyclic

Page 4: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

José L. Ponz-Tienda , Eugenio Pellicer , Luis F. Alarcón, and Juan S. Rojas-Quintero

66 Proceedings IGLC-23, July 2015 |Perth, Australia

directed graphs based on its adjacency matrices considering all the GPRs for the non-

splitting allowed case and feeding precedence relationships.

INDEXING CRITERIA WITH SPREADSHEETS

The indexing criterion is based on the Zaderenko´s proposal, in which each aj,j

element of the adjacency matrix correspond to the lead/lag of the relationship

between an activity j and its predecessor ones (i) (Figure ).

Figure 1: Indexing criterion of the adjacency matrix

If the activities of the project are ordered in a topological way, then

, obtaining the simplified matrix shown in Figure .

Figure 2: Simplified adjacency matrix

And the algorithm for computing the times of the activities is shown in pseudo-code 1:

Table 1: Pseudo-code 1 Conceptual algorithm

Forward Pass Backward Pass

The previous algorithm can be improved including all the GPRs precedence

relationships applying a multidimensional adjacency matrix with two rows and

columns for each activity (Figure ).

Furthermore, can be included the different nature of relationships as work and

feeding precedence relationships applying equation 1, and the discretional

fragmentation of activities applying the criterion exposed in Figure and equation 2.

duration 1 2 … i … n

1 d 1 a 1,1 a 1,2 a 1,… a 1,i a 1,… a 1,n

2 d 2 a 2,1 a 2,2 a 2,… a 2,i a 2,… a 2,n

… d … a ...,1 a ...,2 a ...,… a ...,i a ...,… a ...,n

j d j a j,1 a j,2 a j,… a j,i a j,… a j,n

… d … a ...,1 a ...,2 a ...,… a ...,i a ...,… a ...,n

n d n a n,1 a n,2 a n,… a n,i a n,… a n,n

Acti

vit

ies

Predecesor activities

iji j a NULL

duration 1 2 … i … n

1 d 1

2 d 2 a 2,1

… d … a ...,1 a ...,2

j d j a j,1 a j,2 a j,…

… d … a ...,1 a ...,2 a ...,… a ...,i

n d n a n,1 a n,2 a n,… a n,i a n,…

Predecesor activities

Acti

vit

ies

1, , 1j n FOR ,1, 1i n FOR

1, 1, 1i j FOR iLF makespan

,( ) i ja NULLIF THEN 1, , 1j i n FOR

,max( , ( ))j j i i jES SS EF a ,( ) i ja NULLIF THEN

ENDIF ,min( , ( ))i i j i jLF LF LS a

j j jEF ES d ENDIF

max( , )jmakespan makespan EF i i iLS LF d

Page 5: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

INTEGRATING TASK FRAGMENTATION AND EARNED VALUE METHOD INTO THE LAST

PLANNER SYSTEM USING SPREADSHEETS

PRODUCTION PLANNING AND CONTROL 67

(1)

Figure 3: Multidimensional adjacency matrix

Figure 4: Splitting criterion of activities

(2)

And the algorithm for computing the times of the activities with feeding/work GPRs

is shown in Table 2: Pseudo-code 2 and Table 3: Pseudo-code 3:

Table 2: Pseudo-code 2 Forward pass algorithm with feeding/work GPRs

0 1 is a feeding relationship|

1 is a work relationship

ij

ij

ij

z aa z z NULL

z a

2·i-1 2·i

Start Finish

2·j-1 Start a 2·j-1,2·i-1 a 2·j-1,2·i

2·j Finish a 2·j,2·i-1 a 2·j,2·i

Activity

j

Activity i

Columns

Rows

βj

FFij (z)

FFij (z)

i1

i2

j

EFj

EFi1

EFi2

ESj

dj - βj

max ( ), ( ) , predecessor of j ij ij

FF z SF z i j

1, , 1j n FOR

;j jES SS

1, 1, 1i j FOR

2 1, 2 1 : 1 ;ij ij ij ij iSSLag a j i SSLag SSLag SSLag d IF THEN

2 1, 2 ;ijFSLag a j i

2 , 2 1 : 1 ;ij ij ij ij iSFLag a j i SFLag SFLag SFLag d IF THEN

2 , 2 : 1 ;ij ij ij ij jFFLag a j i FFLag FFLag FFLag d IF THEN

max , , ;j j ij ijFFlag SFlag

max , ;j j ij ij i i ij i ij ij

ijj j i ij

d SSlag k EF d SSlag ES k SSlagSSlag

ES ES ES k

IF THEN ELSE

max , :

max , ;

ij j j i ij

ij j j i ij

FSlag ES ES EF FSlag

FFlag EF EF EF FFlag

max , ;j j ij ij i i ij i ij ij

ijj j i ij

d SFlag k EF d SFlag ES k SFlagSFlag

EF EF ES k

IF THEN ELSE

max , ;j j j jEF EF ES d

;j j jj is not fragmentable ES EF d IF THEN

Page 6: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

José L. Ponz-Tienda , Eugenio Pellicer , Luis F. Alarcón, and Juan S. Rojas-Quintero

68 Proceedings IGLC-23, July 2015 |Perth, Australia

Table 3: Pseudo-code 3 Backward pass algorithm with feeding/work GPRs

IMPLEMENTATION IN AN HOLISTIC PULL SYSTEM

The previously exposed algorithms have been implemented in an Excel add-in that

can be downloaded from http://goo.gl/a7G3L3 (Figure ). This app includes the matrix

algorithm exposed in pseudo-code 1 called Matrix Pro, the pseudo-code 2 and

pseudo-code 3 for multidimensional adjacency matrices for GPRs called Matrix

GPRs, and a suite of utilities for managing called Matrix Commitments.

Figure 5: Senda Matrix Ribbon for Excel

The software completely supports the pull system of the LPSTM, including location

and responsibilities definition, making use of Excel’s features, especially the

unlimited possibilities of exchange of information between books and sheets (Figure

6).

Figure 6: LPSTM (Ballard, 2000) Pull System with Senda Matrix

For a better understanding of the pull process with Senda Matrix, a practical example

of application that supports the LPSTM has been included. The example of application

is the construction of a five floors building for classrooms and offices.

MASTER AND PHASE SCHEDULE

The main program has been scheduled with Matrix GPRs and contemplates seventeen

activities (Figure 7), each one with different continuity conditions and feeding and

work precedence relationships.

,1, 1i n FOR

1, , 1j i n FOR

min , : min , ;i i j ij i i j ijLS i LS LS k LF LF LS FSlag

min , : min , ;i i j ij i i i iLF LF LF FFlag LS LS LF d

;i i ii is not fragmentable LF LS d IF THEN

Weekly Work Plans

Master and Phase Schedule

Look ahead Schedule

Should

Can

Will

Page 7: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

INTEGRATING TASK FRAGMENTATION AND EARNED VALUE METHOD INTO THE LAST

PLANNER SYSTEM USING SPREADSHEETS

PRODUCTION PLANNING AND CONTROL 69

Figure 7: Main Program representation with Matrix GPRs

The Structure activity of the Main Program was analysed in depth with twenty

detailed activities, as a Phase Schedule. The structure phase was scheduled using

Matrix Pro (Figure ) in a different book, applying a dynamic link from the main

program. A RCPSP (Resource Constrained Project Scheduling Problem) optimization

model was applied considering an availability of five workers. An optimal makespan

for the structure of 135 days was obtained against the initial makespan of 166 days

(Figure ) (Ponz-Tienda, 2011; Ponz-Tienda, Pellicer and Yepes, 2012; Ponz-Tienda et

al, 2013).

Figure 8: Phase schedule representation, Responsibles and Zones with Matrix Pro

Figure 9:Optimization Model for the Phase Structure with Matrix Pro

All of Excel’s features can be used, even allowing to create different reports as

temporal diagrams or Line of Balance (LBM) charts (Figure ).

Figure 10: Main Program representation with temporal and LBM diagrams

LOOK AHEAD SCHEDULE AND WEEKLY WORK PLAN

To manage the pre-requisites, restrictions, look-ahead programs and weekly work

es ≤ S.S. ls ≤ ls + δ δ act 116

Walls A 0 0 0 44 0 135

Walls B 6 6 10 54 0 160

Install A 6 11 6 50 5 δ Proyecto 44

Install B 11 11 15 59 0

Floor 0A 9 16 9 53 7

Floor 0B 17 17 17 61 0 Sum Squares 2832

Prepare St 0 11 18 62 11 k 0.00001

Floor 1A 23 23 23 67 0 k · ∑ δ act 0.00125

Floor 1B 34 34 34 78 0 Objetive 2832.001

Floor 2A 45 45 45 89 0

Floor 2B 56 56 56 100 0

Floor 3A 67 67 67 111 0

Floor 3B 78 78 78 122 0

Floor 4A 89 89 89 133 0

Floor 4B 100 100 100 144 0

Stair 1 88 123 113 157 35

Stair 2 99 126 113 157 27

Stair 3 110 129 113 157 19

Stair Com 111 111 111 155 0

Ptret 111 132 111 155 21

125

Initial makespan

Actual makespan

Precribed makespan

0

1

2

3

4

5

6

7

8

9

1 6

11

16

21

26

31

36

41

46

51

56

61

66

71

76

81

86

91

96

10

1

10

6

11

1

11

6

12

1

12

6

13

1

13

6

14

1

14

6

15

1

15

6

16

1

16

6

17

1

es ≤ S.S. ls ≤ ls + δ δ act 116

Walls A 0 0 0 44 0 135

Walls B 6 6 10 54 0 160

Install A 6 11 6 50 5 δ Proyecto 44

Install B 11 11 15 59 0

Floor 0A 9 16 9 53 7

Floor 0B 17 17 17 61 0 Sum Squares 2832

Prepare St 0 11 18 62 11 k 0.00001

Floor 1A 23 23 23 67 0 k · ∑ δ act 0.00125

Floor 1B 34 34 34 78 0 Objetive 2832.001

Floor 2A 45 45 45 89 0

Floor 2B 56 56 56 100 0

Floor 3A 67 67 67 111 0

Floor 3B 78 78 78 122 0

Floor 4A 89 89 89 133 0

Floor 4B 100 100 100 144 0

Stair 1 88 123 113 157 35

Stair 2 99 126 113 157 27

Stair 3 110 129 113 157 19

Stair Com 111 111 111 155 0

Ptret 111 132 111 155 21

125

Initial makespan

Actual makespan

Precribed makespan

0

1

2

3

4

5

6

7

8

9

1 6 11

16

21

26

31

36

41

46

51

56

61

66

71

76

81

86

91

96

10

1

10

6

11

1

11

6

12

1

12

6

13

1

13

6

14

1

14

6

15

1

15

6

16

1

16

6

17

1

Dynamic Link to

Phase Schedule

(Figure )

Page 8: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

José L. Ponz-Tienda , Eugenio Pellicer , Luis F. Alarcón, and Juan S. Rojas-Quintero

70 Proceedings IGLC-23, July 2015 |Perth, Australia

plans, Matrix Commitments was used. For the look-ahead programs, temporal charts

of 5 weeks (4+1) was selected in the WWP sheet manager, and 2 weeks (1+1) for the

weekly work plans (Figure ).

Figure 11: Look Ahead Program with Matrix Commitments

MEASUREMENT, LEARNING AND CONTINUAL IMPROVEMENT

The control and continual improvement process is developed in two levels with

different goals: the schedule level and the commitments level (Figure 3).

The commitments level control with PPC measures helps the team to work on the

basis of learning the continual improvement process. The PPC index does not

measure production rates; it teaches the team to improve the production rates from

what was “effectively done” to what “can be done” from now into the future.

The schedule level control with the EVM, provides cost and schedule deviations

values on productivity and economic terms from what was “really done” of the

Weekly work plans.

Figure 3: Integrated EVM and PPC for continual improvement

Both methods work together efficiently to reduce variability and to make the work

more predictable, closing the total improvement process (Figure 4). From the “done”

to the “can be done”, up to the "should be done" in terms of production through the

continual learning process.

Figure 4: Cost Deviation, Schedule Deviation, PPC and Pareto Chart

Kim and Ballard (2000) found that EVM method’s validity is compromised in

account for “unbalanced process flows and lack of predictability”. Advances are

needed in order to validate and integrate new production control approaches in terms

of workflow and value generation, with current practices (Kim, Kim and Cho, 2015).

WWP

29

/04

/20

13

30

/04

/20

13

01

/05

/20

13

02

/05

/20

13

03

/05

/20

13

04

/05

/20

13

05

/05

/20

13

06

/05

/20

13

07

/05

/20

13

08

/05

/20

13

09

/05

/20

13

10

/05

/20

13

11

/05

/20

13

12

/05

/20

13

13

/05

/20

13

14

/05

/20

13

15

/05

/20

13

16

/05

/20

13

17

/05

/20

13

18

/05

/20

13

19

/05

/20

13

20

/05

/20

13

21

/05

/20

13

22

/05

/20

13

23

/05

/20

13

24

/05

/20

13

25

/05

/20

13

26

/05

/20

13

Id Act Activity Class Resp Zone Area Restr Cause Start Finish Scheduled Performed Pct (%) Target lun mar mié jue vie sáb dom lun2 mar2 mié2 jue2 vie2 sáb2 dom2 lun3 mar3 mié3 jue3 vie3 sáb3 dom3 lun4 mar4 mié4 jue4 vie4 sáb4 dom4

Act.#1 Activity Number #1 Compr Resp1 Zone 1 Area 1 Rst.#5 Mat 29/04/2013 01/05/2013 3.00 2.00 66.67% No 1.0 1.0

Act.#2 Activity Number #2 Compr Resp3 Zone 3 Area 2 Rst.#5 30/04/2013 30/04/2013 1.00 1.00 100.00% Yes 1.0

Act.#3 Activity Number #3 Compr Resp1 Zone 3 Area 4 Rst.#1 01/05/2013 02/05/2013 2.00 2.00 100.00% Yes 1.0 1.0

Act.#4 Activity Number #4 Stock Resp7 Zone 2 Area 2 Rst.#5 06/05/2013 10/05/2013 5.00 5.00 100.00% Yes 1.0 1.0 1.0 1.0 1.0

Act.#5 Activity Number #5 Compr Resp1 Zone 3 Area 1 Rst.#4 Equ 02/05/2013 03/05/2013 2.00 2.00 100.00% No 1.0 1.0

Act.#6 Activity Number #6 Compr Resp3 Zone 2 Area 4 Rst.#2 08/05/2013 15/05/2013 4.00 4.00 100.00% Yes 1.0 1.0 1.0 1.0

Act.#7 Activity Number #7 Compr Resp1 Zone 1 Area 1 Rst.#4 Wea 13/05/2013 17/05/2013 12.00 11.00 91.67% No 2.0 2.0 2.0 3.0 2.0

Act.#8 Activity Number #8 Stock Resp2 Zone 3 Area 2 Rst.#3 09/05/2013 24/05/2013 55.00 56.00 101.82% Yes 2.0 5.0 3.0 5.0 5.0 5.0 5.0 6.0 5.0 6.0 5.0 4.0

Act.#9 Activity Number #9 Compr Resp8 Zone 4 Area 3 Rst.#1 Dsg 01/05/2013 08/05/2013 6.00 4.00 66.67% No 1.0 2.0 1.0

Act.#10 Activity Number #10 Compr Resp2 Zone 2 Area 3 Rst.#5 06/05/2013 31/05/2013 20.00 19.00 95.00% Yes 1.0 2.0 1.0 1.0 1.0 1.0 2.0 1.0 1.0 1.0 2.0 1.0

Act.#11 Activity Number #11 Compr Resp2 Zone 2 Area 2 Rst.#4 13/05/2013 15/05/2013 23.00 21.00 91.30% Yes 5.0 9.0 7.0

Act.#12 Activity Number #12 Stock Resp4 Zone 1 Area 3 Rst.#7 30/05/2013 07/06/2013 4.00 0.00 0.00%

Act.#13 Activity Number #13 Compr Resp7 Zone 7 Area 7 Rst.#1 06/05/2013 10/05/2013 7.00 7.00 100.00% Yes 2.0 1.0 1.0 2.0 1.0

Act.#14 Activity Number #14 Compr Resp2 Zone 6 Area 3 Rst.#7 13/05/2013 15/05/2013 12.00 0.00 0.00% Yes

Act.#15 Activity Number #15 Stock Resp3 Zone 2 Area 4 Rst.#4 13/05/2013 15/05/2013 1.00 0.00 0.00% Yes

Completed over Compromises 82.85% 63.64%

Completed over Planed & Stock 74.21% 66.67%

Week 21

Week_18_2013 Dates Production

Week 18 Week 19 Week 20

Page 9: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

INTEGRATING TASK FRAGMENTATION AND EARNED VALUE METHOD INTO THE LAST

PLANNER SYSTEM USING SPREADSHEETS

PRODUCTION PLANNING AND CONTROL 71

Nevertheless, EVM, together with the commitments level control, allows to

effectively recognizing the root causes of deviations, contributing to the reliability of

workflow.

CONCLUSIONS

In this paper, a new approach for the representation and computation of projects for

the Last Planner System of Production Control is presented. This approach is

integrated with the management of the Earned Value and ad-hoc complex

optimization models. The proposal has been implemented in an add-in for Excel

called Senda Matrix. This add-in takes into consideration the feeding and work GPRs,

allowing the splitting of activities in a discretionary way, avoiding the interruption of

the critical path and the reverse criticality issue, as well as including the balance of

process flows by integrating EVM with PPC calculations.

Senda Matrix is a Free and Open-Source Software (FOSS) under License Creative

Commons–CY (Attribution), and is used in different undergraduate and postgraduate

courses at Universidad de Los Andes at Bogotá, Colombia, and Universitat

Politècnica de València, Spain (Pellicer and Ponz-Tienda, 2014; Pellicer, et al., 2015).

It allows to effectively implementing advances. A base model for the integration of

metrics is developed to serve as a basis for future developments.

This add-in for Excel has been developed from academia to support AEC industry

and Lean practitioners that can use it in order to overcome some of the problems of

the current commercial applications and help them make better decisions.

REFERENCES Ballard, G. and Howell, G., 1998. Shielding production: essential step in production

control. ASCE, J. Constr. Eng. Manage., 124(1), pp. 11-17.

Ballard, G., 2000. The Last Planner System of Production Control. Ph. D. University

of Birmingham.

Crandall, K., 1973. Project Planning with Precedence Lead/Lag Factors. Project

Management Quarterly, 4, pp. 18-27.

Hajdu, M., 1996. Splitting Allowed. In: Network Scheduling Techniques for

Construction Project Management (p. 162), Vol. 16: Nonconvex Optimization

and Its Applications. New York: Springer Science & Business Media.

IBM, 1968. Project Management System, Application Description Manual (H20-

0210). s.l.: s.n.

Kelley, J. J. E. and Walker, M. R., 1959. Critical-Path Planning and Scheduling. Proc.

eastern joint computer conference, Boston, MA, December 1–3.

Kerbosch, J. A. and Schell, H. J., 1975. Network Planning by the extended metra

potential method (EMPM), Reports KS - 1.1, Netherlands, Eindhoven: Department

of Industrial Engineering, Group Operational research, University of Technology.

Kim, T., Kim, Y.W. and Cho, H., 2015. Customer Earned Value: Performance

Indicator from Flow and Value Generation View. J. Manage. Eng., pp. 04015017.

Kim, Y.W. and Ballard, G., 2000. Is the earned-value method an enemy of work

flow?. In: Proc. 8th Ann. Conf. of the Int’l Group for Lean Construction, Brighton,

UK, August 17-19.

Page 10: INTEGRATING TASK FRAGMENTATION AND EARNED VALUE …...All the precedence relationships are considered, in addition to the optimal and discretionary fragmentation of task in real conditions

José L. Ponz-Tienda , Eugenio Pellicer , Luis F. Alarcón, and Juan S. Rojas-Quintero

72 Proceedings IGLC-23, July 2015 |Perth, Australia

Kim, Y. and Ballard, G., 2010. Management Thinking in the Earned Value Method

System and the Last Planner System. J. Manage. Eng., 26(4), pp. 223-228.

Koskela, L., Howell, G., Pikas, E. and Dave, B., 2014. If CPM is so bad, why have

we been using it so long? In: Proc. 22nd Ann. Conf. of the Int’l Group for Lean

Construction, Oslo, Norway, June 23-27.

Koskela, L. J., Stratton, R. and Koskenvesa, A., 2010. Last planner and critical chain

in construction management: comparative analysis. In: Proc. 18th Ann. Conf. of

the Int’l Group for Lean Construction, Haifa, Israel, July 14-16.

Malcolm, D. G., Roseboom, J. H., Clark, C. E. and Fazar, W., 1959. Application of a

technique for research and development program evaluation. Operations Research,

7(5), pp.646-670.

Mellentien, C. and Trautmann, n., 2001. Resource allocation with project

management software. OR Spektrum, 23, pp.383-394.

Moder, J., Philips, C. and Davis, E., 1983. Project Management with CPM, PERT

and Precedence Diagramming. New York: Van Nostrand Reinhold.

Pellicer, E., Cerveró, F., Lozano, A. and Ponz-Tienda, J. L., 2015. The Last Planner

System of Construction Planning and Control as a Teaching and Learning Tool. In:

INTED2015 Proceedings, 9th International Technology, Education and

Development Conference. Madrid, 2-4 March, 2015, Madrid, Spain: IATED.

Pellicer, E. and Ponz-Tienda, J., 2014. Teaching and Learning Lean Construction in

Spain: A pioneer Experience.In: Proc. 22nd Ann. Conf. of the Int’l Group for Lean

Construction, Oslo, Norway, June 23-27 .

Ponz-Tienda, J. L., Pellicer, E. and Yepes, V., 2012. Complete fuzzy scheduling and

fuzzy earned value management in construction projects. Journal of Zhejiang

University SCIENCE A, 13(1), pp.56-68.

Ponz-Tienda, J. L., Yepes, V., Pellicer, E. and Moreno-Flores, J., 2013. The Resource

Leveling Problem with Multiple Resources. Automation in Construction, 29,

pp.161-172.

Ponz-Tienda, J. L., 2011. Gestión de proyectos con Excel 2010. Madrid: Anaya

Multimedia.

Ponz-Tienda, J. L., Benlloch-Marco, J., Andrés-Romano, C. and Gil-Senbre, D., 2011.

Un algoritmo matricial RUPSP / GRUPSP "sin interrupción" para la planificación

de la producción bajo metodología Lean Construction basado en procesos

productivos. Revista de la construcción, 10(1), pp. 90-103.

Roy, B., 1962. Graphes et ordonnancements. Revue Française de recherche

operationelle, 25(6), p. 323.

Trautman, N. and Baumnn, P., 2009. Resource-constrained sceduling of a Real

Project from the onstruction industry: A comparison of Software Packages for

Project Management. In: Proc. IEEM2009, Hong Kong, China, December 8-11.

Valls, V., Martí, R. and Lino, P., 1996. A Heuristic Algorithm for Project Scheduling

with Splitting Allowed. Journal of Heuristcs, 2(1), pp.87-104.

Wiest, J. D., 1981. Precedence Diagramming method: Some Unusual Characteristics

And Their Implications For Project Managers. Journal of Operations

Management, 1(3), pp.121-130.

Zaderenko, S. G., 1968. Sistemas de Programación por camino crítico: PERT-CPM-

MAN SCHEDULING-RAMPS y otros métodos de elaboración y control de

programas. Buenos Aires, Argentina: Librería Mitre.