favorite delay analysis methodologies town hall sei
DESCRIPTION
Presentation from a Town Hall session to discuss favorite forensic schedule analysis methodologies, based on the Forensic Analysis Recommended Practice from AACE International. The Best Practices and Guidelines for Schedule Impact Analysis project is discussing methods.TRANSCRIPT
Favorite Delay Analysis Methodologies
Chris Carson, PSP, CCM, PMP
Corporate Director of Project Controls, Alpha Corporation
Managing Director, Scheduling Excellence Initiative
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
Best Practices and Guidelines for Schedule Impact AnalysisVolume 1
Based on AACE International Recommended Practice No. 29R-03, Forensic Schedule Analysis”
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
Observational3.1 Static – Gross
(As-Planned v. As-Built, Single Base)3.2 Static - Periodic
(As-Planned v. As-Built, Multiple Base)3.3 Dynamic – Contemporaneous “as-is”
(Contemporaneous Period Analysis)3.4 Dynamic – Contemporaneous “Split”
(Bifurcated Contemporaneous Period Analysis)3.5 Dynamic – Contemporaneous “Recreated”
(Contemporaneous Period Analysis, Recreated)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.1 Static – Gross (As-Planned v. As-Built, Single Base)• Applicable only to simple projects, short in duration, with a CP
that’s unlikely to shift
• Easy to understand, inexpensive to create
• Not suitable to long or complicated projects because the projects change and the measuring point does not.
• Use when no update schedules available
• Need as-planned schedule and as-built data
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.1 Static – Gross (As-Planned v. As-Built, Single Base)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.1 Static – Gross (As-Planned v. As-Built, Single Base)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.2. Static - Periodic (As-Planned v. As-Built, Multiple Base) • Similar to Single Base version
• Measuring it in periods adds little since no new data?
• May find updates useful – but if validated updates available, may use other methods that assess CP changes
• Need as-planned schedule and as-built data
• May provide for better presentation
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.2. Static - Periodic (As-Planned v. As-Built, Multiple Base)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.2. Static - Periodic (As-Planned v. As-Built, Multiple Base)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
Continued next slide
• 3.2. Static - Periodic (As-Planned v. As-Built, Multiple Base)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
Continued from previous slide
•3.3. Dynamic – Contemporaneous “as-is” (Contemporaneous Period Analysis)
• Applicable on complicated projects
• Uses contemporaneous updates as new baselines
• If done monthly, then it could be called a “Windows” analysis
• Handles many problems like concurrency well
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.3. Dynamic – Contemporaneous “as-is” (CPA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.3. Dynamic – Contemporaneous “as-is” (CPA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.4. Dynamic – Contemporaneous “Split” (Bifurcated Contemporaneous Period)
• Applicable on complicated projects
• Uses contemporaneous updates as new baselines
• If done monthly, then it could be called a “Windows” analysis
• Handles many problems like concurrency well
• The “split” separates Logic-type changes from Actual Progress
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.4. Dynamic – Contemporaneous “Split” (Bifurcated CPA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
Continued next slide
• 3.4. Dynamic – Contemporaneous “Split” (Bifurcated CPA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
Continued from previous slide
• 3.4. Dynamic – Contemporaneous “Split” (Bifurcated CPA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.5. Dynamic – Contemporaneous “Recreated” (Contemporaneous Period Analysis)
• Applicable on complicated projects
• Uses RECREATED updates as new baselines
• If done monthly, then it might be called a “Windows” analysis
• Handles many problems like concurrency well
• However – virtually all of the baselines are created by the analyst
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.5. Dynamic – Contemporaneous “Recreated” (Recreated CPA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.5. Dynamic – Contemporaneous “Recreated” (Recreated CPA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
Continued next slide
• 3.5. Dynamic – Contemporaneous “Recreated” (Recreated CPA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
Continued from previous slide
•Modeled• 3.6 Additive – Single Base (Impacted as-planned)
• 3.7 Additive – Multiple Base (Retrospective TIA)
• 3.8 Subtractive – Single Simulation (Collapsed as-built)
• 3.9 Subtractive – Multiple Simulation
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.6 Additive – Single Base (Impacted As-Planned)• Accuracy very dependent on inclusiveness of fragnets and
accuracy of as-planned schedule.
• Also dependent on changes in Critical Path from As-Planned
• Easy to understand
• Can be purely hypothetical, generally does not prevail in litigation
• Concurrency not addressed
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.6 Additive – Single Base (Impacted As-Planned)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.6 Additive – Single Base (Impacted As-Planned)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.7 Additive – Multiple Base (Retrospective TIA) • Accuracy dependent on inclusiveness of fragnets and accuracy of
updates – however more likely to include both owner and contractor issues
• Easy to understand
• No as-built required (although still useful)
• Updates useful if used (failure to correlate creates problem)
• Associated with actual events
• Concurrency easily addressed by a two step process
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.7 Additive – Multiple Base (Retrospective TIA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.7 Additive – Multiple Base (Retrospective TIA)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.8 Subtractive – Single Simulation (Collapsed As-Built)• Accuracy dependent on creation of after the fact logic
• Easy to understand
• Uses actual events
• Can be viewed as hypothetical
• Critical path can be difficult to identify
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.8 Subtractive – Single Simulation (Collapsed As-Built)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
• 3.8 Subtractive – Single Simulation (Collapsed As-Built)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.9 Subtractive – Multiple Simulation• Only known practitioner – Long International?
• Accuracy still dependent on creation of after the fact logic
• Uses actual Events
• Can be viewed as hypothetical
• Critical path can be difficult to identify
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.1 Static – Gross (As-Planned v. As-Built, Single Base)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•3.1 Static – Gross (As-Planned v. As-Built, Single Base)
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.8
Non-Compensable Time Extension OK OK OK OK OK OK OK OK
Compensable Delay OK OK OK OK OK OK
Right to Finish Early Compensable Delay OK
Entitlement to Early Completion Bonus OK OK OK OK OK OK OK OK
Disruption Without Project Delay OK OK OK OK OK OK OK
Constructive Acceleration OK OK OK
Forensic Use of Analysis
M E T H O D
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•• Must allow the source data to bear on the selection process• Cannot predetermine a technique based on personal preference• Balance client needs, budget, and time with sound analysis
philosophy
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•Observational?
•Count
•Modeled?
•Count
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•Observational• 3.1 Static – Gross
• 3.2 Static - Periodic
• 3.3 Dynamic – Contemporaneous “as-is”
• 3.4 Dynamic – Contemporaneous “Split”
• 3.5 Dynamic – Contemporaneous “Recreated”
•Observational• Count
• Count
• Count
• Count
• Count
AACE International Recommended Practice No. 29R03, Forensic Schedule Analysis
•Modeled• Count
• Count
• Count
• Count
•Modeled• 3.6 Additive – Single Base
• 3.7 Additive – Multiple Base
• 3.8 Subtractive – Single Simulation
• 3.9 Subtractive – Multiple Simulation