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Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Feb 18, 2018

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Page 2: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Scheduling Maturity – Reading the Signs

Why check a project schedule or plan?

What are the benefits?

How do I do it?

What applications are available to help

How to interpret the results (reading the signs)

How to get senior managers involved

Page 3: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Complete and Consistent method

Robust and repeatable process

Single point of project truth

Single point of integration

Automated – enables regular checks

Enables trend analysis

More effective corrective action

Why check a project schedule?

Page 4: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

What are the benefits?

Increased confidence in schedule maturity

Why?

– …it’s a Robust, repeatable and auditable process

– Scalable, tailored output

– Aggregation of schedule metrics

– It’s automated (you will be doing it more than just

the once)

– Increased ability to spot trends (good and bad)

– Reduced analysis timescales

Page 5: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

What are the benefits? Helps the team planning behaviours & planning process

Increased robustness of the schedule

Helps with schedule as it matures through the project

lifecycle

Quicker identification of scheduling and performance

issues

Integrates with other project control elements and

governance structures within an organisation

Apply schedule metrics from an assessment on other

projects (LFE)

Consistent approach to schedule analysis across your

organisation

Page 6: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Schedule Maturity Process

Creating the

Schedule

Prediction/

change control

Executing

the ScheduleReporting &

Decision-

making

Page 7: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Schedule Maturity Process (2)Reporting/Decision Making

Creation Execution Prediction &

Control

Logic

Leads

Lags

Hard

Constraints

Resources

Invalid Dates

PP to WP ratio

Critical Path

Test

Missed Tasks

CPLI

BEI

Dynamic Logic

Schedule

Adherence

Forensic

Delay Analysis

(FDA)

Milestone

Slippage

Page 8: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Why should I check my schedule?

Page 9: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

What do you get when you look at dissimilar

maturity measures?

?

Dissimilar

schedule

checks

Page 10: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

What do you get when you look at dissimilar

maturity measures?

Page 11: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

How do I do it?

Basic process

Nothing new – schedule checking has been used for at

least 3 decades

DCMA has its 14 point schedule checker

But is this enough?

Other additional checks can help

…especially in execution and prediction

Can use the checks with any of the major scheduling

packages

Page 12: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

The DCMA 14 Point schedule check

Page 13: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

The DCMA 14 Points

1. Logic

2. Leads

3. Lags

4. Relationship Types (FS)

5. Hard Constraints

6. High Float

7. Negative Float

8. High Duration

9. Invalid Dates

10. Resources

11. Missed Tasks

12. Critical Path Test

13. Critical Path Length Index (CPLI)

14. Baseline Execution Index (BEI)

Page 14: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

The trouble with Schedule Logic

Page 15: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

High Float

Task A

Ghost Task

Task B

Page 16: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Negative Float

Task A

Task B

Task C

Page 17: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

CPLI and BEI

Critical Path Length Index (CPLI)

– Assumes a fixed project or phase end date

– Can work out how many activities/tasks are becoming

critical

Page 18: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Use of the CPLI value

Can you

see a

trend?

Page 19: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Baseline Execution Index (BEI)

Added work makes it harder to obtain a high score

Counts activity completion, not if activities are

finished early or late

Does not consider amount of schedule slippage

Does not consider the allowable use of float

Page 20: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

DCMA 14 point checks – Large project with

subcontracts

Page 21: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Analysis of a single project – across 5

reporting periods

Page 22: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Additional Schedule Checks

Redundant Logic

Recursive logic

Out of sequence logic

Logic Link Index (LLI)

Start & finish dates within the reporting

period compared to the baseline

Page 23: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Redundant Logic

Task A

Task B

Task C

Page 24: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Recursive Logic

Task A

Task B

Task C

Page 25: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Out Of Sequence (OOS) Logic

Status Date

Page 26: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Complements actual start & finish metric

Actual start & finish will not inform you if:

– Activities have started & finished early and In

Schedule Sequence (ISS)

– Activities have started & finished late and In

Schedule Sequence (ISS)

Or…

– Activities have started & finished either early

and/or late and OOS

Out Of Sequence (OOS) Logic (2)

Page 27: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Main Issue is in the interpretation

Which has the greater impact on the

schedule?

ISS activities…

…or OOS activities?

What needs to be done to get the project

back on track?

Out Of Sequence (OOS) Logic (3)

Page 28: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Logic Links Index (LLI)

Identifies ‘pinch points’ in the schedule

Counts the number of predecessor and successor logic linkages on a specific activity

the more links there are…

…the chances of a preceding or successor task starting or finishing on time are reduced

Useful when creating a risk network or schedule

Page 29: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Logic Links Index (LLI) (2)

Task 1

Task 2

Task 5

Task 3

Task 4

Tasks 1 to 4 have a

90% chance of

completing on time

Task 5 has a 66%

chance of starting

on time

Tasks 1 to 4 have a

50% chance of

completing on time

Task 5 has a 6%

chance of starting

on time

Page 30: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Schedule Analysis Indicators

Predictive capability

– this supports other

predictive indicators,

such as the IEAC

Page 31: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Schedule Analysis Indicators (2)

Can you see a trend

forming?

N.B. It cannot tell

you which tasks are

OOS

Page 32: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Additional checks Large project with

subcontracts

Page 33: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Schedule Prediction & Control

You’ve already seen some predictive

capabilities using schedule maturity

How can I show senior management that

schedule maturity is important…

…and that it cannot be reviewed in

isolation?

Page 34: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Dashboards – who’s in the audience?

Page 35: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

What would senior stakeholders rather

see? This…?

Page 36: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

…or this?

Page 37: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Project Prediction

Schedule Maturity is a lagging indicator

But can be used with other leading

indicators

…most of which rely upon having a robust

schedule

Look for trends in schedule maturity…

…and other project controls indicators too

Page 38: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject
Page 39: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Project analysis

What has changed since the last reporting period?

Added or removed activities?

WBS/PBS changes?

Logic relationships?

Resource allocation

Activity type (milestone, activity, hammock, summary)

Activity durations?

Total or activity float

Activity start/finish dates?

Activity status?

Critical/longest path

Activity costs

Page 40: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

A selection of available software

Software Application

DCMA 14-point checker MS Project & Oracle P3

ScheduleAnalyser MS Project Enterprise

Schedule Detective MS Project

Steelray Project Analyser MS Project

Acumen Fuse MS Project, Oracle P3/P6, Asta

Powerproject

Schedule Cracker Primavera – MSP to follow

Schedule Checker Oracle P6

Page 41: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Summary

Explained the need for schedule checking

Explained the benefits of checking the schedule

How it can be done

Interpreting the results (reading the signs)

How to get senior management involved

Listed software that can help

Page 42: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

And finally…

If you were watching…

There are 6 signs or symbols hidden in

plain sight in this presentation

Some are easy to find…

…and some not so

It means downloading the presentation from

the APM website (!)

There is a prize if you can find them

Closing date

Page 43: Scheduling Maturity Reading the Signs - APM · PDF fileScheduling Maturity –Reading the Signs ... Baseline Execution Index ... Acumen Fuse MS Project, Oracle P3/P6, Asta Powerproject

Thank you…

The only function of economic forecasting is to make

astrology look respectable

John Kenneth Galbraith (1908 – 2006)