introduction to project planning and scheduling

8/2/2019 Introduction to Project Planning and Scheduling

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REVIEW OF PLANNING ANDREVIEW OF PLANNING AND

SCHEDULINGSCHEDULING

ENGR 281ENGR 281


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OUTLINEOUTLINE

BASIS FOR PLANNING & SCHEDULINGBASIS FOR PLANNING & SCHEDULING

PROCEDUREPROCEDURE

METHODSMETHODSGANNT CHARTGANNT CHART

CRITICAL PATHCRITICAL PATH

USES FOR SCHEDULEUSES FOR SCHEDULE


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PLANNING & SCHEDULINGPLANNING & SCHEDULING

FUNDAMENTAL ENGINEERINGFUNDAMENTAL ENGINEERING

FIRST DO THE PROBLEM ANALYSISFIRST DO THE PROBLEM ANALYSIS

THEN DEVELOP A SOLUTION TO THETHEN DEVELOP A SOLUTION TO THEDEFINED NEEDSDEFINED NEEDS

SPECIFY OBJECTIVESSPECIFY OBJECTIVES

DETERMINE ACTIVITIES & RESOURCESDETERMINE ACTIVITIES & RESOURCES

PRESENT RESULTS IN A SCHEMATIC THATPRESENT RESULTS IN A SCHEMATIC THATCAN BE USED BY THE TEAMCAN BE USED BY THE TEAM


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OBJECTIVES FOR PLANNING ANDOBJECTIVES FOR PLANNING AND

SCHEDULINGSCHEDULING EFFECTIVE TIMEEFFECTIVE TIME

MANAGEMENTMANAGEMENT

OPTIMZE SEQUENCE OFOPTIMZE SEQUENCE OFEVENTSEVENTS

DEFINE NECESSARYDEFINE NECESSARYRESOURCESRESOURCES

monthITOR PROJECTmonthITOR PROJECTPROGRESSPROGRESS


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PROJECT/THESIS PLANNINGPROJECT/THESIS PLANNING

PROBLEM DEFINITIONPROBLEM DEFINITION -- SPECIFYSPECIFYHYPOTHESIS AND OVERALL OBJECTIVESHYPOTHESIS AND OVERALL OBJECTIVES

DEVELOP SOLUTIONSDEVELOP SOLUTIONS -- DETERMINEDETERMINEMETHODS TO TEST HYPOTHESISMETHODS TO TEST HYPOTHESIS

TRANSFER INFORMATION TO A SCHEDULETRANSFER INFORMATION TO A SCHEDULE DETERMINE HIERARCHYDETERMINE HIERARCHY

DEFINE RESOURCE REQUIREMENTSDEFINE RESOURCE REQUIREMENTS

MONITOR PROGRESS OF PROJECT/THESISMONITOR PROGRESS OF PROJECT/THESIS


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PRIMARY COMPONENTS IN APRIMARY COMPONENTS IN A

PROJECT/THESIS SCHEDULEPROJECT/THESIS SCHEDULE ACTIVITIESACTIVITIES

SPECIFIC FUNCTIONSPECIFIC FUNCTION

FINITE DURATIONFINITE DURATION

DETERMINE LINKAGEDETERMINE LINKAGE

SPECIFY RESOURCE REQUIREMENTSSPECIFY RESOURCE REQUIREMENTS

MILESTONESMILESTONES TARGET DELIVERABLESTARGET DELIVERABLES

0 DURATION0 DURATION


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EXAMPLE FOR CLASS ACTIVITYEXAMPLE FOR CLASS ACTIVITY

DEVELOP ADEVELOP APLAN TO GETPLAN TO GET

A NEWA NEW

PRODUCT TOPRODUCT TOMARKETMARKET

USE THE DATAUSE THE DATAPROVIDED INPROVIDED INTHIS CHARTTHIS CHARTTO CREAT ATO CREAT AGANNT CHARTGANNT CHART

ACT. NO.

ACTIVITY

DESCRIPTION DURATION PREDECESSORS

1

Decide to

Investigate New

Product 0 days

2 New Product Design 6 months 1

3 Market Analysis 2 months 1

4

Design Production

System 3 months 2

5AssembleProduction System 3 months 4

6

Produce Initial

Samples 1.5 months 5

7 Product Testing 3 months 6

8

Develop Sales

Brochure 2 months 2,3

9

Detailed Cost

Analysis 1 month 4

10 Train Sales Staff 2 months 3,8

11

Develop Final

Pricing 1 month 10,9

12

Corporate Project

Report 1 month 3,9,7

13

Initial Sales

Contacts 2 months 11,6,7

14

Receive Initial

Orders 0 days 13


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TYPICAL GANNT CHARTTYPICAL GANNT CHART


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CPM (CRITICAL PATH METHOD)CPM (CRITICAL PATH METHOD)

USES NODES FOR EVENTS (ACTIVITIESUSES NODES FOR EVENTS (ACTIVITIESAND MILESTONES)AND MILESTONES)

ACTIVITIES ARE CONNECTED WITHACTIVITIES ARE CONNECTED WITHARROWSARROWS

CRITICAL PATH IS DEFINED TOCRITICAL PATH IS DEFINED TODETERMINE MINIMUM TIME TODETERMINE MINIMUM TIME TOCOMPLETE PROJECTCOMPLETE PROJECT


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CRITICAL PATHCRITICAL PATH

SEQUENCE OF EVENTS WITH ZEROSEQUENCE OF EVENTS WITH ZEROFLOATFLOAT

CONTROLS MINIMUM TIME TO COMPLETIONCONTROLS MINIMUM TIME TO COMPLETIONNONNON--CPM ACTIVITIES HAVE FLOAT AND CANCPM ACTIVITIES HAVE FLOAT AND CAN

PARALLEL CPM ACTIVITIESPARALLEL CPM ACTIVITIES

CAN BE USED TO OPTIMIZE USE OFCAN BE USED TO OPTIMIZE USE OF

RESOURCES AND TIME FOR THERESOURCES AND TIME FOR THEPROJECTPROJECT


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TRANSFER THE DATA TO ATRANSFER THE DATA TO ANETWORK DIAGRAMNETWORK DIAGRAM

NOTE EACH ACTIVITY AND MILESTONE ARE NODESNOTE EACH ACTIVITY AND MILESTONE ARE NODES START/FINISH AND DURATION ARE LISTED ON EACHSTART/FINISH AND DURATION ARE LISTED ON EACH

NODE SYMBOLNODE SYMBOL


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TYPICAL NETWORK DIAGRAMTYPICAL NETWORK DIAGRAM


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FOR EXAMPLEFOR EXAMPLE

CPM ACTIVITYCPM ACTIVITY

NONNON--CPM ACTIVITYCPM ACTIVITY

LATE START ASSUMESLATE START ASSUMESALL SUBSEQUENTALL SUBSEQUENT

ACTIVITIES USE ZERO FLOATACTIVITIES USE ZERO FLOAT

ACTIVITY 1 New Product Design

DURATION 6 months

EARLY START 1-Feb-10

LATE START 1-Feb-10

ACTIVITY 8 Develop Sales Brochure

DURATION 2 months

EARLY START 19-Jul-10

LATE START 20-Dec-10


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RESOURCE ALLOCATIONRESOURCE ALLOCATION

ANALYSIS OF A SCHEDULE ALLOWSANALYSIS OF A SCHEDULE ALLOWSCOORDINATION TO ASSURECOORDINATION TO ASSUREEFFECTIVE USE OF RESOURCESEFFECTIVE USE OF RESOURCES

ELIMINATE PEAKS, VALLEYS DUE TOELIMINATE PEAKS, VALLEYS DUE TOMOBILIZATION ANDMOBILIZATION ANDDEMOBILIZATION OF RESOURCESDEMOBILIZATION OF RESOURCES


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RESOURCE ALLOCATIONRESOURCE ALLOCATIONExampleExample

HIGH ALLOCATION AT STARTREDUCTION/INCREASE SEQUENCE DAYS 3,4, AND 5


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RESOURCE ALLOCATIONRESOURCE ALLOCATIONExampleExample

BY REARRANGING JOB SEQUENCE THE FOLLOWING IS POSSIBLEBY REARRANGING JOB SEQUENCE THE FOLLOWING IS POSSIBLE

1. NOTE THE MAXIMUM REQUIREMENT IS REDUCED1. NOTE THE MAXIMUM REQUIREMENT IS REDUCED

2. THERE IS A SINGLE INCREASE/REDUCTION SEQUENCE2. THERE IS A SINGLE INCREASE/REDUCTION SEQUENCE


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EXAMPLE OPTIONSEXAMPLE OPTIONS ASSUMING THATASSUMING THAT

ADDITONAL FUNDSADDITONAL FUNDSWERE AVAILABLEWERE AVAILABLE

AND THEY COULDAND THEY COULDREDUCE THEREDUCE THEDURATION OF EACHDURATION OF EACH

ACTIVITY ASACTIVITY ASNOTED, DETERMINENOTED, DETERMINEHOW THEY SHOULDHOW THEY SHOULDBE ALLOCATED ANDBE ALLOCATED ANDTHE IMPACTTHE IMPACT

ACT.

NO.

ACTIVITY DESCRIPTION ORIGINAL

DURATION

% IMPACT

ADDITIONALFUNDS

1

Decide to Investigate New

Product 0 days 0

2 New Product Design 6 months 20

3 Market Analysis 2 months 75

4 Design Production System 3 months 25

5

Assemble Production

System 3 months 15

6 Produce Initial Samples 1.5 months 10

7 Product Testing 3 months 15

8 Develop Sales Brochure 2 months 75

9 Detailed Cost Analysis 1 month 50

10 Train Sales Staff 2 months 20

11 Develop Final Pricing 1 month 75

12 Corporate Project Report 1 month 50

13 Initial Sales Contacts 2 months 10

14 Receive Initial Orders 0 days 0


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CHECK OPTIONSCHECK OPTIONS INITIALLY IGNORE NONINITIALLY IGNORE NON--CPM ACTIVITIESCPM ACTIVITIES

CHECK IMPACT BY USING FUNDS ON CRITICAL PATH ITEMS ONECHECK IMPACT BY USING FUNDS ON CRITICAL PATH ITEMS ONEAT A TIMEAT A TIME ORIGINAL END DATE IS 01JUL11ORIGINAL END DATE IS 01JUL11

THE ANALYSIS INDICATES THE MONEY SHOULD GO IN ACTIVITY 2THE ANALYSIS INDICATES THE MONEY SHOULD GO IN ACTIVITY 2

ACT.

NO.

ACTIVITY DESCRIPTION ORIGINAL

DURATION

(month)

% IMPACT

ADDITIONAL

FUNDS

ADJUSTED

DURATION

(month)

NEW END

DATE

2 New Product Design 6 20 4.8 30-May-11

4

Design Production

System 3 25 2.25 10-Jun-11

5

Assemble Production

System 3 15 2.55 20-Jun-11

6 Produce Initial Samples 1.5 10 1.35 28-Jun-11

7 Product Testing 3 15 2.55 20-Jun-1113 Initial Sales Contacts 2 10 1.8 27-Jun-11


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SCHEDULE USE DURINGSCHEDULE USE DURINGCOMPLETION OF PROJECTSCOMPLETION OF PROJECTS

AGENDA FOR MEETINGS WITHAGENDA FOR MEETINGS WITHTEAM & COMMITTEETEAM & COMMITTEE

FREQUENT TRACKING OFFREQUENT TRACKING OFPROGRESS SO EFFORT CAN BEPROGRESS SO EFFORT CAN BEOPTIMIZEDOPTIMIZED

TYPICAL CONTROL GANNTTYPICAL CONTROL GANNTFOLLOWSFOLLOWS


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CONTROL OF PROJECTSCONTROL OF PROJECTSID Task Name Duration Start Finish

1 Decide on Appropriate Project 4 d ays Mon 16-02-04 Thu 19-02-04

2 Check previous work in our lab 3 days Mon 16-02-04 Wed 18-02-04

3 Check prev ious work in ot her labs 3 day s Mon 16-02-04 Wed 18-02-04

4 Select a project 1 day Thu 19-02-04 Thu 19-02-04

5 Determine Project Activities 5 days Fri 20-02-04 Thu 26-02-04

6 Complete Design 2 days Fri 20-02-04 Mon 23-02-04

7 Det ermine N ecessary H ardware and

Materials

1 day Tue 24-02-04 Tue 24-02-04

8 Locate Assembly Help 3 days Tue 24-02-04 Thu 26-02-04

9 Locate Materials Preparation Help 3 days Tue 24-02-04 Thu 26-02-04

10 Locate Demonstration Assistance 3 days Tue 24-02-04 Thu 26-02-04

11 Obtain Hardware 3 days Wed 25-02-04 Fri 27-02-04

12 Locate Existing Equipment 2 days Wed 25-02-04 Thu 26-02-04

13 Prepare Equipment P.O.'s 1 day Wed 25-02-04 Wed 25-02-04

14 Prepare Materials P.O.'s 2 days Wed 25-02-04 Thu 26-02-04

15 Approv al and Receipt 1 day Fri 27-02-04 Fri 27-02-04

16 Assemble Apparatus 3 days Fri 27-02-04 Tue 02-03-04

17 Assemble Av ailable Equipment 1 day Fri 27-02-04 Fri 27-02-04

18 Assemble New Equipment 2 day s Mon 01-03-04 Tue 02-03-04

19 Prepare Materials 2 days Mon 01-03-04 Tue 02-03-04

20 Receiv e and check ordered materials 1 day Mon 01-03-04 Mon 01-03-04

21 Prepare Test batches 1 day Tue 02-03-04 Tue 02-03-04

22 Develop Software 3.5 days Fri 27-02-04 Wed 03-03-04

23 Prepare Display Boards 2 days Fri 27-02-04 Mon 01-03-04

24 Develop Presentation 0.5 day Fri 27-02-04 Fri 27-02-04

25 Rehearse Presentation 0.5 day Wed 03-03-04 Wed 03-03-04

26 Presentation 3 days Wed 03-03-04 Fri 05-03-04

27 Prepare Materials 1 day Wed 03-03-04 Wed 03-03-04

28 Final Test 1 day Thu 04-03-04 Thu 04-03-04

29 Presentation 0.75 days Fri 05-03-04 Fri 05-03-04

30 Clean-up 0.25 day s Fri 05-03-04 Fri 05- 03-04

31 Collect Award 0 days Fri 05-03-04 Fri 05-03-04

6-02 18-02

-02 18-02

19-02 19-02

20-02 23-02

24-02 24-02

24-02 26-0

24-02 26-0

24-02 26-0

25-02 26-0

25-02 25-02

25-02 26-0

27-02

27-02

27-02

27-02 2

S M T W T F S S M T W T F

15 Feb '04 22 Feb '04


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PRIMARY SOFTWARE PACKAGESPRIMARY SOFTWARE PACKAGES

MICROSOFT PROJECTMICROSOFT PROJECT((http://www.microsoft.com/project/en/uhttp://www.microsoft.com/project/en/us/default.aspxs/default.aspx))

PRIMAVERA PROJECT PLANNERPRIMAVERA PROJECT PLANNER((http://www.oracle.com/us/corporate/achttp://www.oracle.com/us/corporate/ac

quisitions/primavera/index.html )quisitions/primavera/index.html ) http://www.umsl.edu/~rbanis/252/ovrhehttp://www.umsl.edu/~rbanis/252/ovrhe

ads/pptshows/project.pptads/pptshows/project.ppt


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SUMMARYSUMMARY

PLANNING & SCHEDULING AREPLANNING & SCHEDULING AREVALUABLE COMMUNICATION ANDVALUABLE COMMUNICATION ANDMANAGEMENT TOOLS FOR PROJECTSMANAGEMENT TOOLS FOR PROJECTS

PROVIDE AN AGENDA FOR THE PROJECTPROVIDE AN AGENDA FOR THE PROJECT

PROVIDE MEASURE OF PROGRESSPROVIDE MEASURE OF PROGRESS

PROVIDE BASES FOR OPTIMIZATIONPROVIDE BASES FOR OPTIMIZATION

introduction to project planning and scheduling

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