04-Planning and Scheduling Notes
04-Planning and Scheduling Notes
ON
CONSTRUCTION
PLANNING AND SCHEDULING
PROJECT PLANNING
This chapter deals with preparing projects plans in terms of defining: work breakdown
structure, activities, logical relations, durations and activities direct cost. Terminology of
project planning will be presented and discussed. Project network representation using
different graphical methods including: activity on arrow and activity on node are presented.
1.1 Introduction
Planning is a general term that sets a clear road map that should be followed to reach a
destination. The term, therefore, has been used at different levels to mean different things.
Planning involves the breakdown of the project into definable, measurable, and identifiable
tasks/activities, and then establishes the logical interdependences among them. Generally,
planning answers three main questions:
What is to be done?
How to do it?
Who does it?
In construction, for example, plans may exist at several levels: corporate strategic plans,
pre-tender plans, pre-contract plans, short-term construction plans, and long-term
construction plans. These plans are different from each other; however, all these plans
involve four main steps:
Planning requires a rigorous effort by the planning team. A planner should know the
different categories of work and be familiar with the terminology and knowledge used in
general practice. Also, the planning tem should seek the opinion of experts including actual
construction experience. This helps produce a realistic plan and avoids problems later on
site.
The following steps may be used as a guideline, or checklist to develop a project plan:
1. Define the scope of work, method statement, and sequence of work.
2. Generate the work breakdown structure (WBS) to produce a complete list of
activities.
3. Develop the organization breakdown structure (OBS) and link it with work
breakdown structure o identify responsibilities.
Effective use of the WBS will outline the scope of the project and the responsibility for
each work package. There is not necessarily a right or wrong structure because what may
be an excellent fit for one discipline may be an awkward burden for another. To visualize
the WBS, consider Figure 1.2 which shows a house construction project.
House
As shown in Figure 1.2, level 1 represents the full scope of work for the house. In level 2,
the project is sub-divided into its three main trades, and in level 3 each trade is subdivided
to specific work packages. Figure 1.3 shows another example for more detailed WBS, in
which the project WBS is divided into five levels:
Piping
Level 5 fabrication
Example 1.1:
For more details, another two levels (third and fourth levels) can be added as shown below:
The WBS elements at various levels can be related to the contractor’s organizational
breakdown structure (OBS), which defines the different responsibility levels and
their appropriate reporting needs as shown in Figure 1.5. The figure, also, shows that
work packages are tied to the company unified code of accounts. The unified code of
accounts allows cataloging, sorting, and summarizing of all information. As such, the
activity of installing columns formwork of area 2, for example, which is the
responsibility of the general contractor’s formwork foreman, has a unique code that
represents all its data.
WBS coding
A project code system provides the framework for project planning and control in
which each work package in a WBS is given a unique code that is used in project
planning and control. The coding system provides a comprehensive checklist of all
items of work that can be found in a specific type of construction. Also, it provides
uniformity, transfer & comparison of information among projects. An example of
this coding system is the MasterFormat (Figure 1.6) which was developed through a
joint effort of 8 industry & professional associations including: Construction
Specifications Institute (CSI); and Construction Specifications Canada (CSC). Figure
1.7 shows an example of the coding system using a standardize system as the
MasterFormat. The Master format is divided into 16 divisions as follows:
1) General Requirements.
2) Site work.
3) Concrete.
4) Masonry.
5) Metals.
6) Woods & Plastics.
7) Thermal & Moisture Protection.
8) Doors & Windows.
9) Finishes.
The building block (the smallest unit) of a WBS is the activity, which is a unique unit of
the project that has a specified duration. An activity is defined as any function or decision
in the project that: consumes time, resources, and cost. Activities are classified to three
types:
Procurement activities: activities that specify the time for procuring materials or
equipment that are needed for a production activity. Examples are: brick
procurement, boiler manufacturing and delivery, etc.
An activity can be as small as “steel fixing of first floor columns” or as large as “construct
first floor columns”. This level of details depends on the purpose of preparing the project
plan. In the pre construction stages, less detailed activities can be utilized, however, in the
construction stages, detailed activities are required. Accordingly, level of details depends
on: planning stage, size of the project, complexity of the work, management expertise.
In order to identify the relationships among activities, the planning team needs to answer
the following questions for each activity in the project:
- Which activities must be finished before the current one can start?
- What activity(ies) may be constructed concurrently with the current one?
- What activity(ies) must follow the current one?
A circle of activity precedence will result in an impossible plan. For example, if activity A
precedes activity B, activity B precedes activity C, and activity C precedes activity A, then
the project can never be started or completed. Figure 1.9 illustrates the resulting activity
network.
Example 1.3:
Suppose that a site preparation and concrete slab foundation construction project consists
of nine different activities:
A. Site clearing (of brush and minor debris),
B. Removal of trees,
C. General excavation,
D. Grading general area,
E. Excavation for utility trenches,
F. Placing formwork and reinforcement for concrete,
G. Installing sewer lines,H. Installing other utilities,
I. Pouring concrete.
Example 1.4:
Determine the relationships between activities of the project studied in Example 1.2.
Table 1.4 shows the logical relationship among these activities assuming unconstrained
(resources are available with any quantities) and constrained resources (only one resource
unit is available from each resource type).
A2 Excavate unit 2 - A1
B2 Concreting unit 2 A2 B1, A2
C2 Brickwork unit 2 B2 C1, B2
A3 Excavate unit 3 - A2
B3 Concreting unit 3 A3 B2, A3
C3 Brickwork unit 3 B3 C2, B3
Overlap or lag
Overlap between activities (negative lag) is defined as how much a particular activity must
be completed before a succeeding activity may start. The absence of overlap means that
the first activity must finish before the second may start. A negative overlap (lag) means a
delay is required between the two activities (Figure 1.10)
This case study is for a small 3 houses project. The main segments of a single house, the
responsibilities, and the logical relationship are identified as follows:
Solution
From the available information, the relationship table, the network diagrams, and the WBS
linked to an OBS are formed as shown below (Table 1.5 and Figure 1.11).
Four types of relationships among activities can be defined as described and illustrated
below (Figure 1.12). Typically, relationships are defined from the predecessor to the
successor activity.
a) Finish to start (FS). The successor activity can begin only when the current activity
completes.
b) Finish to finish (FF). The finish of the successor activity depends on the finish of
the current activity.
c) Start to start (SS). The start of the successor activity depends on the start of the
current activity.
d) Start to finish (SF). The successor activity cannot finish until the current activity
starts.
a b
c d
In this method, the arrows represent activities while the nodes represent the start and the
end of an activity (usually named as events) (Figure 1.13). The length of the arrow
connecting the nodes has no significance and may be straight, curved, or bent. When one
activity depends upon another, both appear on the diagram as two arrows having a common
node.
Activity A Activity B
i j j>i 5 10
A B
5 10 15 B depends on A
A C
5 10 15 C depends on A and B
B
5
15
B B depends on A
C depends on A
A C
5 10 15
5 15
A C B depends on A and B
D depends on A and B
B 10 D
5 15
The following are some rules that need to be followed when constructing an AOA network
diagram:
- Each activity must have a unique i – j numbers, where i (the number at the tail of
the arrow) is smaller than j (the number at the head of the arrow).
In some situations, when more than one arrow leave the same node and arrive at another
node, dummy activities must be used. The dummy activity is an activity with zero duration,
consumes no resources, drawn as dashed lines, and used to adjust the network diagram. A
dummy activity is also used when one activity depends upon two preceding activities and
another activity depends only upon one of these two preceding activities as shown in Figure
1.14.
This method is also called the precedence diagram method. In this method, the nodes
represent activities and the arrows represent logical relationships among the activities. If
the arrow starts from the end side of an activity (activity A) and ends at the start side of
another activity (activity B), then A is a predecessor of B (Figure 1.15). AON
representation allows the overlap or lag representation on the relationship arrows
connecting activities.
A C A C
5 15 20 5 20 25
C depends
B D Dummy
on A and B
25 D depends B D
10 10 15 30
on B only
A A
5 15 5 15
B
Dummy
B
10
10 20
B depends on A
A B
10 30 40 C depends on A and B
A C D D depends on C
20
B
30
C
10 20 B depends on A
A B C depends on B
D depends on B
40
D
While both networks can be used to represent a project network, there are some differences
between them:
- There is no need for the use of dummy activities in AON representation.
- AON are more easily to draw and to read.
- In AOA, an activity can only start when all its predecessors have finished.
- AON allows for overlap/lag representation.
- AON allows for the representation of the four types of relationships while AOA
allows only for the finish to start relationship.
Example 1.6:
Construct an AOA and AON networks for the activities listed in Table 1.6.
Table 1.6: Data for Example 1.6
Activity Predecessors
Forming an AOA network for this set of activities might begin be drawing activities A, B
and C as shown in Figure 1.16 (a). At this point, we note that two activities (A and B) lie
between the same two event nodes; for clarity, we insert a dummy activity X and continue
to place other activities as in Figure 1.16 (b). Placing activity G in the figure presents a
problem, however, since we wish both activity D and activity E to be predecessors.
Inserting an additional dummy activity Y along with activity G completes the activity
network, as shown in Figure 1.16 (c).
Considering the data given in Table 1.6, sequence step 1 is assigned to the Start activity.
Then, we take all activities on the list one by one and look at their immediate predecessors
and then assign a sequence step that equals the highest sequence step of all immediate
predecessors plus one as given in Table 1.7. After all sequence step numbers have been
assigned, the AON diagram can be drawn.
AON representation is shown in Figure 1.17, including project start and finish nodes. Note
that dummy activities are not required for expressing precedence relationships in activity-
on-node networks.
Sequence step 1 2 3 4 5 6
Example 1.7
Draw the AOA and AON networks for the project given in Example 3.5.
Solution
The AOA is given in Figure 1.18 and the AON is given in Figure 1.19 as shown below.
D
10 25
A H
B E I K
5 15 30 40 45
F
C J
G
20 35
Start B E I Finish
F
J
C G
Having defined the work activities, each activity has associated time duration. These
durations are used in preparing a schedule. For example, suppose that the durations shown
in Table 1.8 were estimated for a project. The entire set of activities would then require at
least 3 days, since the activities follow one another directly and require a total of 1.0 + 0.5
+ 0.5 + 1.0 = 3 days.
Example 1.8:
If the daily production rate for a crew that works in an activity is 175 units/day and the total
crew cost per day is LE 1800. The material needed for daily work is 4.5 units at LE
100/unit.
a. Calculate the time and cost it takes the crew to finish 1400 units
b. Calculate the total unit cost. Consider an eight hour work day.
Solution
a. Duration (units of time) = Quantity / Production per unit of time x number of crews
= 1400 / 175 x 1 = 8 days
Cost (labor cost) = Duration (units of time) x crew cost per unit of time
= 8 days x LE 1800 / day = LE 14400
Total direct cost = Le 14400 + 4.5 units of material x LE 100 / day x 8 days =
LE 18000
Example 1.9:
Solution
The construction of a reinforced concrete wall involves placing 660 m3 concrete, fixing 50
ton of steel, and 790 m2 of formwork. The following information belongs to the jobs
involved in this activity:
- A 6 man concrete crew can place 16 m3 of concrete/day.
- A steel-fixer and assistant can fix 0.5 ton of reinforcement/day.
- A carpenter and assistant can fix and remove 16 m2 of shuttering/day.
Calculate the duration of the activity considering the steel-fixer as the critical resource.
Solution
Then, for a balanced mix of resources, use 2 steel-fixer crews, one carpenter crew, and
cone concreting crew. Accordingly, the activity duration = 50 / 0.5 x 2 = 50 days.
2. In developing the WBS for a project, level of details depends on: …..,……,……..
Scope of Work: The Bridge’s substructure will include two abutments and a midstream
pier. The abutments will be constructed by driving a row of timber piles. Heavy
planks will be spiked to the shore side of these piles to act as a retaining wall. A
heavy timber will be placed on top of the row of piles as an abutment cap. The pier
will be constructed by driving two rows of timber piles. Heavy timbers will be
fastened on top of these piles to serve as the pier cap. The superstructure will consist
of steel beams supported by the abutment and pier caps. Timber decking will be
secured to the steel beams to serve as the roadway. Miscellaneous bracing, curbs,
and guard rails will be installed to complete the bridge. It will be necessary to
construct an asphalt concrete access road at both ends of the temporary bridge and
to demolish that access road once the bypass bridge is removed. The scope of this
project does not include removal of the bypass bridge or its access roads.
Task Definition: The tasks shown in the following table have been defined. Task
durations were estimated on the basis of an eight-hour workday.
6. Draw a PDM network for a project with the following activities. Show all steps
including removing redundant relations; and sequence steps.
- Activity B depends on A;
- Activity G follows E, F & D;
- Activity E depends on B and A;
- Activity F can start when D & B are completed;
- Activity C is followed by F and follows A; - Activity D is dependent upon
A and B.
8. For the network below, prepare a table showing a list of immediate predecessors
and immediate successors for each of the activities. Use the i - j node notation for
activities.
5 6
1 3 4 7
10. Estimate the labor cost for the formwork of a continuous wall footing that has a
quantity of 500 SF. The activity is constructed by crew that has a daily output of
485 SF/day, and consists of: 3 carpenters at rate LE 21.60/hr & 1 building labor at
rate LE 17.15/hr.
11. A construction project has the following activities along with their relationships.
Develop an Activity on Arrow (AOA) network.