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Introduction |
Creating Plans |
Scheduling the Project
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The Basics
Introduction to Critical Path Analysis
The Role of the Computer
The Role of the Project Planner/Manager
Identifying Tasks or Activities
Activity Numbering
Introduction to Critical Path Analysis
Hornet uses a technique of project management known as
Precedence Networking; this is also known as Activity on Node, or
more generally as Network Analysis, or Critical Path Analysis
(CPA). This technique is just one of a series of project
management methods that may be used, some of these are similar in
approach, for example Activity on Arrow (or Arrow Networks),
whilst other methods are designed to meet particular requirements:
e.g. Line of balance, Time Chainage Chart.
CPA is one of many network analysis techniques based on the
concept that any project can be divided into a number of
activities, or tasks, all of which must be accomplished
(completed) before the project is finished. Most projects are time
critical - they have to be completed within a fixed time span -
and network analysis methods build on an assessment of durations
of the individual tasks to give an overall duration of the
project.
In even the smallest project it is obvious that more than one
task can be progressing at a time and that there is a controlling
sequence to the tasks to ensure a valid progression. This is the
logical sequence for the tasks and it is these logical constraints
(or Logic Links between the tasks) that give rise to the term network,
and is a vital aspect to the method of critical path analysis.
A further aspect of a project is the determination of the
manpower and costs (collectively known as resources) that are
required to undertake the project. This aspect may be just a
straight forward assessment process - determine the manpower to
complete the project - but more typically matching the
availability of certain resources to tasks can and will be
undertaken. In some cases it is the forecast availability of
resources that will determine all aspects of project scheduling
and planning.
We have, therefore, identified the four key elements of
precedence networking:-
- The identification of a series of tasks or activities that
make up the project as a whole;
- An assessment of the time or duration required to complete
the identified tasks;
- Identification of the logical constraints that determines
the order in which tasks are to be (or can be) completed;
- Allocation of the resources (costs, manpower, equipment
etc.) that are required to complete tasks.
CPA or Network Analysis is a management tool which makes it easy
to build all these components up into an overall project model (or
plan) which can then be used to identify overall timescales, order
points for key items of equipment or materials, bottlenecks where
specific tasks are holding up overall progress of the project,
areas where there will be insufficient resources available, future
cash flow requirements and so the list goes on.
Generally the first three topics listed above are considered in
the compilation of a project plan. These are considered together
under the topic of Creating Network Plans.
The Role of the Computer
Your computer and your Hornet Windmill system combine to provide
a tool to help you plan, monitor and manage your projects within
your organisations. In themselves they cannot, however
regrettably, plan your project for you. Being able to point the
computer screen out of the window and interpret the planning role
required in the real world is something that is well beyond the
bounds of reality. Think of your computer system as a Planning
Tool that you can use to help in your role as Project Manager.
The computer system offers many advantages in the functions that
it can perform:-
- collate a large series of activity data and logical
constraints into an overall project model;
- calculate the scheduled start/finish dates for tasks in the
project quickly, reliably and as frequently as required;
- give a visual representation of the project on your computer
screen;
- calculate resource profiles to show resource requirements
for the project based on the current plan;
- prepare project management reports and schedules based on
the current plan (e.g. bar charts, date schedules, histograms
etc.);
- allow you to sort project tasks into different groups and/or
sequences and produce specific reports to meet particular needs
within the project management team.
This list is by no means exhaustive but demonstrates the ability
of a computer system to process large amounts of detailed
information quickly.
The Role of the Project Planner/Manager
To provide the understanding, judgement, experience and
expertise to plan and control the project. Much of this role is
all too often taken for granted and seems so obvious that it is
overlooked and under valued. However, remember that a computer is
unable to assess situations and think for itself and it can only
give results based on a fixed (and often limited) series of
mathematically based rules. Note also that the management of a
project rarely yields to a correct or perfect
answer or solution - there are many solutions to the execution of
a project, some better than others (some solutions definitely
worse or even unworkable) - but all are valid or correct
provided they meet the original targets defined for the completion
of the project.
Here are some of the tasks you provide for the project:-
- identify the tasks or activities into which the overall
project is to be broken down;
- estimate the time (and resources) required to complete the
tasks identified - you will base this on experience or from
records detailing past projects;
- define the logical constraints to ensure tasks are scheduled
in the correct order;
- apply existing work practises to ensure project staff can
use their past experience effectively and understand what is
expected of them;
- assess the schedule calculated by the computer, identify
areas that do not meet project requirements (take too long or
start too late) and explore workable alternatives;
- liaise with other project members to check the validity of
the project model and the programme of tasks;
- bridge the gap between the dates/logical links given by the
computer results and the detail of what takes place in the real
world;
- define the type of reports and other information you require
for your project members and prepare these.
Again this list is not exhaustive and it has not been taken as
far as monitoring the project, making changes to the plan to
reflect unforeseen problems and events, the ongoing quest to
improve the plan to give a better overall conclusion to the
project (finish earlier or make additional profits on the
project). These are all tasks that cannot be done by the computer.
Identifying the Project Tasks or Activities
Having established the overall framework for your project the
next step is to start breaking the total project down into single
tasks or activities. Each of these tasks will be entered into
Hornet as a single item of work, together with its
appropriate duration and resources etc., and are referred to as Activities
within these notes.
You may prefer to create your list of activities first,
particularly if the project is entirely new to you, or you may
combine this operation with setting activity durations and/or
logical links. You may also wish to enter the details directly
into Hornet.
In defining your list of activities consider the following guide
lines:-
- identify activities as single items of project work, items
that are progressed by single teams or sections within your
organisation;
- balance the content of the work so that single activities
are not excessively large - break large tasks down into a series
of activities;
- avoid creating lots of small activities - you can always
break down the larger activities at a later date if required;
- follow any standard activity sequences that your
organisation uses e.g. Specification, Design, Approval,
Manufacture;
- do not forget the hidden or third party items of work,
particularly if they involve delays, e.g. awaiting design
approvals;
- identify activities so that a sequence of tasks can be added
to the project model as a sequential sequence (i.e. using Finish
to Start links);
- try and span the complete project to the same level of
detail - if necessary activities that are scheduled to start
early in the project can be planned in more detail once the
project framework is defined;
- identify key points in the project as key or milestone
activities - project completion is an obvious milestone but
define others throughout the project (these items will be added
as additional activities to the project plan and can be used to
give summary reports).
Activity Numbering
Hornet requires all activities to be identified or numbered and
you will need to decide how you wish to set this up. Hornet
supports two styles of numbering:-
- Numeric numbers running from 1 to 99999 inclusive, plus
intermediate numbers to two decimal places e.g. 100.4, 2432.46.
- Alpha style numbers which may include letters and digits
(letters are always considered as upper case, the total length
of the number is 8 characters, intermediate space characters are
not permitted).
Generally the numeric style of numbering is the more flexible
and allows for expansion as the project progresses and this
numbering style is recommended. The following points should be
considered when allocating numbers to activities in the project:-
- Activities are usually sorted into ascending numeric
sequence on reports (although other sorting may be used, e.g.
for a start date sequence) so number sequences of activities in
an ascending and sequential manner to ensure they are listed
together on reports;
- Activities may be selected by number range (in addition to
other selection criteria) so group activities under ranges of
numbers to keep them together and easily identified;
- Hornet includes a grouping facility whereby a
group of related activities may be held together as a single
group and drawn as a series of separate bars across a single
line on a bar chart; this grouping may be applied to activities
held under the same whole number (integer value), or activities
grouped in 10s,100s etc.;
- Leave gaps in the activity numbering to allow for future
expansion of the project as new activities are added;
Hornet does allow you to renumber activities in the project,
either renumbering just a section of the project or all activities
in the network, so you can change activity numbering at a later
date. This facility may be used to give all activities a straight
sequential count, 1,2,3,4... etc., however this is not recommended
for projects that are to be monitored and progressed over time as
providing reports that continually offer renumbered activities
will be very confusing to other project members.