5/4/2014

1

PLANNING&SCHEDULINGPROFESSIONALCERTIFICATIONREVIEW COURSE

1

COURSEOBJECTIVES

2

5/4/2014

2

CERTIFICATIONPROCESS

3

SCOPEOFKNOWLEDGE

4

5/4/2014

3

SCOPEOFKNOWLEDGE

5

PRIMARYREFERENCES

6

5/4/2014

4

PSPGLOSSARY

7

PSPSTUDYGUIDEFORMAT

8

5/4/2014

5

PREPARATIONSUGGESTIONS

9

10

5/4/2014

6

PLANNING&SCHEDULING

11

PLANNING&SCHEDULINGPROCESS

12

5/4/2014

7

PURPOSEOFPLANNING&SCHEDULING

13

WHYPLANNINGANDSCHEDULING

14

5/4/2014

8

PLANNINGOUTLINES

15

PLANNING&SCHEDULINGBENEFITS

16

5/4/2014

9

PLANNING&SCHEDULINGBENEFITS

17

PLANNINGVS.SCHEDULING

18

5/4/2014

10

PLANNINGVS.SCHEDULING

19

PLANNINGVS.SCHEDULING

20

5/4/2014

11

PLANNINGVS.SCHEDULING

21

22

5/4/2014

12

SCHEDULINHBEGINSWITHPLANNING

23

MajorElementsofPlanning

24

5/4/2014

13

ResultsofGoodPlanning

25

WhyPlanningWorks

26

5/4/2014

14

Programvs.Project

27

OpportunityforInfluence

28

5/4/2014

15

ProcessMap

29

ExampleQuestion:Planning

30

5/4/2014

16

ExampleQuestion:Planning

31

ExampleQuestion:Planning

32

5/4/2014

17

INPUT/DATA

33

EstablishaPlanningCulture

34

5/4/2014

18

PlanningTools

35

Planning–TheProjectTriangle

36

5/4/2014

19

StakeholdersInput&Feedback

37

ExampleQuestions:Stakeholders

38

5/4/2014

20

ExampleQuestions:Stakeholders

39

RESOURCECONSIDERATIONS&CONSTRAINTS

40

5/4/2014

21

RESOURCEPLANNINGFLOWCHART

41

PlanningInputs&Outputs

42

5/4/2014

22

ExampleQuestion:PlanningInput

43

PHASEDEXECUTIONAPPROACH

44

5/4/2014

23

Design‐Bid‐Build‐>FastTrack/DesignBuild‐>FlashTrack

45

EPCProjects(Design‐Build)

46

5/4/2014

24

BaselinePlan

47

ExampleQuestion:PhasedExecution

48

5/4/2014

25

49

WorkBreakdownStructure(WBS)

50

5/4/2014

26

WBSDevelopment

51

WBSDevelopment

52

5/4/2014

27

WBSStructureExample

53

WBSLevelsIllustrated

54

5/4/2014

28

WBS‐OBS‐ScheduleRelationship

55

WBSIssues

56

5/4/2014

29

DevelopingaBetterWBS

57

WBSDevelopment&Use

58

5/4/2014

30

WBS&OBSRelationship

59

WBSIssues

60

5/4/2014

31

ExampleQuestion:WBS

61

62

5/4/2014

32

OUTPUT/DELIVERABLES

63

DevelopingSpecifications

64

5/4/2014

33

SpecificationsComponents

65

SpecificationsComponents

66

5/4/2014

34

SpecificationsConsiderations

67

SpecificationsConsiderations

68

5/4/2014

35

SpecificationsDetails

69

SpecificationsDetails

70

5/4/2014

36

SpecificationsIssues

71

SpecificationsIssues

72

5/4/2014

37

PotentialSpecificationsConflicts

73

AdvancedPlanningTopics

74

5/4/2014

38

75

SCHEDULINGOUTLINE

76

5/4/2014

39

ESSENCEOFSCHEDULING

77

IntegratedPlanning&Scheduling

78

5/4/2014

40

ScheduleDevelopment

79

SCHEDULINGMETHODOLOGIES

80

5/4/2014

41

BasicScheduleTypes

81

Schedules:What'sthePurpose?

82

5/4/2014

42

STAKEHOLDER’SPERSPECTIVES

83

Stakeholders:Contractors

84

5/4/2014

43

Stakeholders:Subcontractors&Vendors

85

Stakeholders:Owners

86

5/4/2014

44

ExampleQuestion:ScheduleDevelopment

87

88

5/4/2014

45

INPUT/DATA

89

INPUT/DATA

90

5/4/2014

46

INPUT/DATA

91

INPUT/DATA

92

5/4/2014

47

INPUT/DATA

93

WhydoProjectsFail?

94

5/4/2014

48

CREATINGASCHEDULE

95

CREATINGASCHEDULE

96

5/4/2014

49

ExampleQuestion:ScheduleDevelopment

97

98

5/4/2014

50

ScheduleActivitiesTypes

99

Examples:ActivitiesTypes

100

5/4/2014

51

Schedule&ActivityDurations

101

DEVELOPINGDURATIONS

102

5/4/2014

52

DEVELOPINGDURATIONS

103

UnderstandingActivityDurations

104

5/4/2014

53

DEVELOPINGDURATIONS‐ CPM

105

ExampleQuestion:CPMDurations

106

5/4/2014

54

ExampleQuestion:Durations

107

ExampleQuestion:Durations

108

5/4/2014

55

ExampleQuestion:Durations

109

ACTIVITYSEQUENCING

110

5/4/2014

56

DevelopingActivitySequences

111

Softvs.HardLogic

112

5/4/2014

57

CPMModelDetailEvolution

113

Duration&SequenceIssues

114

5/4/2014

58

ScheduleBasisDocumentation

115

116

5/4/2014

59

NONLOGIC‐DRIVENSCHEDULES

117

Bar/GanttChartsAdvantages

118

5/4/2014

60

Bar/GanttChartsDisadvantages

119

GanttChartExample

120

5/4/2014

61

ExampleofCombinedDataCharts

121

NONLOGIC‐DRIVENSCHEDULES

122

5/4/2014

62

LinearAdvantages

123

LinearDisadvantages

124

5/4/2014

63

Linear/LOBSchedules

125

LOBPlanningProcess

126

5/4/2014

64

RoadworkLOBSummarySchedule

127

AnalyzingLOBSchedules

128

5/4/2014

65

LOBSchedulingIssues

129

ExampleQuestion:LinearSchedules

130

5/4/2014

66

Milestone&SpecialtySchedules

131

LOGIC‐DRIVENSCHEDULES

132

5/4/2014

67

133

PERT

134

5/4/2014

68

PERTScheduleMechanics

135

PERTActivityDurations

136

5/4/2014

69

DEVELOPINGDURATIONS‐ PERT

137

ExampleQuestion:PERTDurations

138

5/4/2014

70

InClassExercise

139

140

5/4/2014

71

NetworkSchedules

141

LogicDiagrams(CPMSchedules)

142

5/4/2014

72

CPMNetworks– BasicFunctions

143

CPMAdvantages

144

5/4/2014

73

CPMDisadvantages

145

CPMBarChartGraphics:ACaution

146

5/4/2014

74

Network/CPMSchedules

147

CPM–Today’s“GlobalSolution”

148

5/4/2014

75

CriticalPathMethod(CPM)

149

PDM‐‐ PrecedenceDiagramming

150

5/4/2014

76

PDM‐‐ PrecedenceDiagram

151

PDM‐‐ PrecedenceDiagramming

152

5/4/2014

77

PDMActivityNotations

153

PDM‐ CreatingRelationships

154

5/4/2014

78

PDM– LevelOfEffortActivities

155

MOSTWIDELYUSEDCPMFORMATS

156

5/4/2014

79

157

WorkCalendars

158

5/4/2014

80

CalendarConventions

159

WorkDayChangeExample

160

5/4/2014

81

Calendars[P6Example]

161

ResourceCalendars

162

5/4/2014

82

ExampleQuestion:Calendars

163

ExampleQuestion:Calendars

164

5/4/2014

83

165

CPMScheduleCalculations

166

5/4/2014

84

CPMScheduleCalculations

167

CPMScheduleCalculations

168

5/4/2014

85

ForwardPass

169

ForwardPassExample

170

5/4/2014

86

BackwardPass

171

BackwardPassExample

172

5/4/2014

87

ExampleQuestion:Calculations

173

ExampleQuestion:Solution

174

5/4/2014

88

ExampleQuestion:SolutioninPrimaveraSureTrak

175

In‐ClassExercise

176

5/4/2014

89

DrawLogicDiagram&CalculateFloat

177

178

5/4/2014

90

179

FloatValuesDefined

180

5/4/2014

91

WhatisFloat?

181

FloatCalculations

182

5/4/2014

92

Float:Early&LateSchedules

183

Float:Early&LateSchedules

184

5/4/2014

93

CommonFloatIssues

185

186

5/4/2014

94

CommonFloatIssues(Continued)

187

CommonFloatIssues(Continued)

188

5/4/2014

95

OtherFloatValues

189

ExampleQuestion:Float

190

5/4/2014

96

191

TypesofConstraints

192

5/4/2014

97

DateConstraints[P6Example]

193

194

5/4/2014

98

CriticalPath

195

CriticalPaththroughNetwork

196

5/4/2014

99

CriticalPathConcepts

197

LongestversusCriticalPath

198

5/4/2014

100

ExampleQuestion:CriticalPath

199

200

5/4/2014

101

CPMData:APeekBelowtheWaterLine

201

CPMDatabaseSophistication

202

5/4/2014

102

P6Coding&UserDefinedFields

203

P6WBS“Module”

204

5/4/2014

103

205

ScheduleModelQualityAnalysis

206

5/4/2014

104

ReviewingBaselineSchedule

207

ScheduleModelQualityAnalysis

208

5/4/2014

105

ScheduleModelQualityAnalysis

209

ModelQualityAnalysis

210

5/4/2014

106

DocumentingScheduleBasis

211

HorizontalTraceability

212

5/4/2014

107

VerticalTraceability

213

SCHEDULINGPITFALLS

214

5/4/2014

108

SCHEDULINGPITFALLS

215

ExampleQuestion:SchedulingIssues&Pitfalls

216

5/4/2014

109

217

ResourceScheduling

218

5/4/2014

110

ResourceLeveling

219

ResourceAllocation

220

5/4/2014

111

ResourceLevelingBenefits

221

ResourceLevelingBenefits(continued)

222

5/4/2014

112

ExampleofResourceProfile

223

ExampleofResourceLeveling

224

5/4/2014

113

Non‐consumableResources

225

ConsumableResources

226

5/4/2014

114

ResourceModeling/Analysis

227

ExampleQuestion:ResourceLeveling

228

5/4/2014

115

229

ScheduleMaintenance

230

5/4/2014

116

ScheduleMaintenance

231

DataDateConcepts

232

5/4/2014

117

Progress/UpdatingtheSchedule

233

UpdatingConsiderations

234

5/4/2014

118

UpdatingProcedures

235

UpdatingProcedures

236

5/4/2014

119

UpdatingProcedures

237

UpdatingProcedures

238

5/4/2014

120

ReviewingScheduleUpdates

239

ExampleQuestion:ScheduleMaintenance

240

5/4/2014

121

ExampleQuestion:ScheduleMaintenance

241

242

5/4/2014

122

EarnedValueConsiderations

243

EarnedValueTerminology

244

5/4/2014

123

EarnedValueTerminology

245

EarnedValueCalculations

246

5/4/2014

124

EVActivityStatusingMethods

247

EVActivityStatusingMethods

248

5/4/2014

125

ExampleQuestion:EVWorkProgress

249

ScheduleVariance/IndexCalculations

250

5/4/2014

126

ScheduleVariance/IndexCalculations

251

ScheduleVariance/IndexCalculations

252

5/4/2014

127

EVTrendedForecasting

253

ExampleQuestion:ScheduleMaintenance

254

5/4/2014

128

ExampleQuestion:UpdatingforProgress

255

ExampleQuestion:WorkProgress

256

5/4/2014

129

257

ChangeManagement

258

5/4/2014

130

ChangeManagement

259

ChangeManagement/ControlOutputs

260

5/4/2014

131

ScheduleChangeControl

261

ScheduleControl

262

5/4/2014

132

ExampleQuestion:ChangeControl

263

264

5/4/2014

133

ScheduleLevelsofDetail/Filtering

265

266

5/4/2014

134

ManagementSummary

267

LevelIIScheduleExample‐ 1/2

268

5/4/2014

135

LevelIIScheduleExample‐ 2/2

269

270

5/4/2014

136

Progress&TrendForecasting

271

ProcessMapforForecasting

272

5/4/2014

137

Inputs&OutputsofForecasting

273

274

5/4/2014

138

ExampleQuestion:Forecasting

275

ExampleQuestion:Forecasting

276

5/4/2014

139

ExampleQuestion:Forecasts

277

278

5/4/2014

140

ScheduleCompression

279

ScheduleCompression

280

5/4/2014

141

ScheduleCompression

281

282

5/4/2014

142

CrashingAnalysis

283

DirectedAcceleration

284

5/4/2014

143

ConstructiveAcceleration

285

Example:Acceleration

286

5/4/2014

144

ExampleQuestion:Acceleration

287

288

5/4/2014

145

Identifying&DocumentingScheduleChange

289

AnalyzingScheduleDelays

290

5/4/2014

146

TimeImpactAnalysis(TIA)

291

TimeImpactAnalysis(TIA)

292

5/4/2014

147

TimeImpactAnalysis(TIA)

293

TimeImpactAnalysis(TIA)

294

5/4/2014

148

TimeImpactAnalysis(TIA)

295

ReportingStatus&Forecasting

296

5/4/2014

149

ExampleQuestion:Changes&Delays

297

ControlInputs,Tools&Techniques

298

5/4/2014

150

ControlInputs,Tools&Techniques

299

ExampleQuestion:Baselines

300

5/4/2014

151

ExampleQuestion:RecoveryPlans

301

302

5/4/2014

152

CPMScheduleReportingHowgoodareyourCommunicationsSkills?

303

OUTPUT/DELIVERABLES

304

5/4/2014

153

ReportingtoStakeholders

305

WhyImportanttoManagement?

306

5/4/2014

154

ReviewingSchedules

307

Variability,Risk&Credibility

308

5/4/2014

155

Report,Advise&Decide

309

ExampleQuestion:ReportingtoManagement

310

5/4/2014

156

CredibilityinPlanning&Scheduling

311

What'sGoingOnHere?

312

5/4/2014

157

Usefollowingtable/datatoanswerquestions

313

Example:ScenarioQuestions

314

5/4/2014

158

Example:PDMDiagram–TF&FF

315

Example:CPMNetworkSolution

316

5/4/2014

159

Example:DelayChart

317

Example:Answers

318

5/4/2014

160

Example:CommunicationsProblem

319