Setting a Realistic Target Schedule
Traditionally, a project model is built up by:
  • breaking down the entire project into a series of individual tasks
  • setting expected durations for each task
  • adding logical constraints between the tasks to give planned schedule of work.
This process will tell you the earliest date at which each task is expected to start based on the durations of all tasks that precede it in the model.

Planners usually also use the system to generate the latest date at which a task can be allowed to start, or more particularly finish, and this is usually added to the bar chart display as a period or float. When monitoring the progress of the project the reports calculate the actual slippage between the dates when tasks were planned to start and when they actually started.

This analysis does not give an ideal approach however. If (as is usually the case) progress is measured against the earliest start of each task, then progress values are unlikely to show any measure of being ahead of schedule - particularly for non-critical tasks which are quite reasonably postponed until a resource is available.

Since the majority of tasks are non-critical, a progress report could well show large sections of the project apparently running late, when in fact the tasks along the critical path are on schedule and the project stands every chance of being finished on time.

An alternative is to measure progress against the task late start/finish dates. This will give the opposite result - the project will start with large sections of the project being shown ahead of schedule - all very comforting. Ultimately any section may end up running late, but by the time this happens the consequences could be serious as this situation will, by definition, delay the project completion.

There are a number of options to overcome this.

  • By limiting the reporting to ONLY critical tasks the above problems will not arise - the calculations showing tasks ahead or behind schedule will be a true representation of the current status.
  • The preferred option by Kvaerner was to develop a method of introducing a mid-point schedule against which tasks could be progressed. This gave a general `average' schedule against which the progress reports could give a sensible summary of true status. Whilst this is not a fully rigorous approach, it provides a quick and easily understood approach and proves to be most effective in use.
A facility was developed using Hornet Windmill's reporting facilities that would generate the required mid-point schedule. The report scans the project tasks calculating the midpoint between the early and late start dates for each task, and lists these dates in a file on the disk. This file is then imported back into the system against the current archive or baseline dates, this is readily achieved using the database import facilities. The progress reports can then be produced using this baseline for all progress calculations.

The reporting instructions that calculate the mid-point schedule included options to allow the user to specify the percentage delay that he wished to apply; a scale from 0 (early dates), through 50 (the mid point) to 100 (late dates) could be selected. All tasks in the project that had already been recorded as having been completed are processed with a zero correction factor, thus allowing the manager to create a new target baseline schedule at key stages in the project should this prove necessary.

These options extended the usefulness of the reporting technique considerably.