A Contractor's Guide to Planning, Scheduling, and Control

A MUST-HAVE, PRACTICAL GUIDE THAT CONNECTS SCHEDULING AND CONSTRUCTION PROJECT MANAGEMENT In A Contractor’s Guide to Planning, Scheduling, and Control, an experienced construction professional delivers a unique and effective approach to the planning and scheduling responsibilities of a construction project manager, superintendent, or jobsite scheduler. The author describes the complete scheduling cycle, from preconstruction and scheduling through controls and closeout, from the perspective of real-world general contractors and scheduling professionals. Filled with tools and strategies that actually help contractors build projects, and light on academic jargon and terminology that’s not used in the field, the book includes examples of real craft workers and subcontractors, like electricians, carpenters, and drywallers, to highlight the concepts discussed within. Finally, an extensive appendix rounds out the book with references to additional resources for the reader. This comprehensive guide includes: Thorough introductions to construction contracting, lean construction planning, subcontractor management, and more A comprehensive exploration of a commercial case study that’s considered in each chapter, connecting critical topics with a consistent through line End-of-chapter review questions and applied exercises Access to a companion website that includes additional resources and, for instructors, solutions, additional case studies, sample estimates, and sample schedules Perfect for upper-level undergraduate students in construction management and construction engineering programs, A Contractor’s Guide to Planning, Scheduling, and Control is also an irreplaceable reference for general contractors and construction project ­management professionals. ABOUT THE AUTHOR LEN HOLM is Associate Teaching Professor at the University of Washington. He has nearly 50 years of experience in construction industry and also owns a construction management firm. TABLE OF CONTENTS List of Companion Website Materials xv List of Figures and Tables xvii Preface xxi Acknowledgments xxii List of Abbreviations xxv Part I Introductory Topics 1 Chapter 1 Introduction 3 1.1 Schedulers 4 1.2 Schedule types 5 1.3 Introduction to the book 8 1.4 Introduction to the case study 11 1.5 Summary 12 1.6 Review questions 12 Chapter 2 Construction Management 15 2.1 Introduction 15 2.2 Delivery and procurement methods 16 Traditional General Contractor Delivery 16 Construction Management Delivery 17 Part II Planning 33 Chapter 3 Preconstruction 35 Design- Build Delivery 18 Procurement 18 2.3 Contracts 19 2.4 Pricing 20 2.5 Estimating 20 2.6 Project management 24 2.7 General contractor organizations 25 Contractor Team Member Responsibilities 26 2.8 Summary 29 2.9 Review questions 31 2.10 Exercises 31 3.1 Introduction 35 3.2 Preconstruction phase 36 Design Phases 37 3.3 Preconstruction services 38 Budget Estimating 39 Scheduling 39 Constructability Review 42 Partnering 43 Building Information Modeling 44 Sustainable Construction 45 Environmental Compliance45 Planning 46 3.4 Preconstruction contracts 47 3.5 Preconstruction fees 48 3.6 Summary 49 3.7 Review questions 50 3.8 Exercises 51 Chapter 4 Schedule Planning 53 4.1 Introduction 53 4.2 Planning elements 54 Activities 57 4.3 Work breakdown structure 58 Project Item List 59 4.4 Logic 61 Relationships 62 Lag 63 Administrative Restraints 65 4.5 Resources 67 4.6 Variables 68 Interruptions 70 Logic Tools 70 4.7 Collaboration 73 4.8 First draft 74 Bar Chart 74 4.9 Summary 75 4.10 Review questions 76 4.11 Exercises 76 Chapter 5 Lean Construction Planning 79 5.1 Introduction 79 5.2 Activity- based costing 80 5.3 Lean construction 81 Target Value Design 82 Just- In- Time Deliveries 84 Last Planners 84 Pull Planning 85 5.4 Value engineering 87 5.5 Subcontractors and suppliers 88 5.6 Supply chain material management 89 Off- Site Prefabrication 89 Local Material Purchases 90 5.7 Jobsite laydown and material handling 90 5.8 Scheduling lean 91 5.9 Summary 92 5.10 Review questions 94 5.11 Exercises 94 Chapter 6 Contract and Time Considerations 95 6.1 Introduction 95 6.2 Contract documents 95 Potential Contract Documents 98 6.3 Contract language 99 Contractual Terms 100 Liquidated Damages 100 Float 102 6.4 Schedule inclusion 102 Subcontract Agreements 102 6.5 Contractual schedule format 103 6.6 Contractual timeline 104 Commencement 104 Duration 105 Work Days 105 Completion 105 Occupancy Considerations 106 6.7 Risk analysis 108 6.8 Summary 109 6.9 Review questions 110 6.10 Exercises 110 Part III Scheduling 111 Chapter 7 Schedule Types 113 7.1 Introduction 113 7.2 Bar charts 115 7.3 Arrow diagramming method 117 7.4 Precedence diagramming method 118 7.5 Contract schedules 121 7.6 Short- interval schedules 123 7.7 Specialty schedules 124 7.8 Schedule format 127 7.9 Summary 128 7.10 Review questions 129 7.11 Exercises 129 Chapter 8 Schedule Development Process 131 8.1 Introduction 131 8.2 Schedule planning 132 8.3 Schedule development 133 Process 134 Activities 134 Restraints 137 Durations 138 Time 140 Constraints 142 Presentation 142 8.4 Summary schedule 145 8.5 Schedule concepts 146 8.6 Summary 147 8.7 Review questions 148 8.8 Exercises 148 Chapter 9 Schedule Calculations 151 9.1 Introduction 151 Precalculation Refresher 151 9.2 Forward pass 153 9.3 Backward pass 156 9.4 Float 159 Total Float 159 Free Float 161 Strategies 162 9.5 Critical path 164 9.6 Summary 165 9.7 Review questions 166 9.8 Exercises 166 Chapter 10 Resource Balancing 169 10.1 Introduction 169 10.2 Resource allocation 170 10.3 Balancing, not leveling 171 10.4 Labor productivity 172 Construction Crews 175 Overtime Affects 178 10.5 Indirect resources 182 Jobsite General Conditions 182 Construction Equipment 182 Home Office Resources 184 10.6 Reporting 185 10.7 Summary 186 10.8 Review questions 187 10.9 Exercises 187 Chapter 11 Cash Flow Schedule 189 11.1 Introduction 189 11.2 Cash flow schedule process 190 Cost-loaded Schedule 191 Cash Flow Curve 194 11.3 Jobsite expenditures 196 Jobsite Revenue 197 11.4 Net cash flow and impacts to home office 198 Methods to Improve Cash Flow 198 11.5 Summary 200 11.6 Review questions 200 11.7 Exercises 201 Chapter 12 Schedule Technology 203 12.1 Introduction 203 12.2 Software advantages 204 12.3 Microsoft Excel 206 12.4 Microsoft Project 208 12.5 Primavera Project Planner 209 12.6 Touchplan 210 12.7 Other technology tools 213 PowerProject by Atlas 213 Smartsheet 213 Building Information Modeling 213 Bluebeam 214 12.8 Software shortcomings 215 12.9 Summary 217 12.10 Review questions 218 12.11 Exercises 218 Part IV Project Controls 219 Chapter 13 Schedule Control 221 13.1 Introduction 221 13.2 Schedule control tools 222 13.3 Schedule control techniques 223 13.4 Contract schedule: Status, update and/or revise 225Schedule Status 225 Schedule Updates 228 Schedule Revisions 231 Recovery Schedules 232 13.5 Three- week look- ahead schedules 233 To- Do Lists 235 13.6 Summary 237 13.7 Review questions 239 13.8 Exercises 239 Chapter 14 Scheduling Tools 241 14.1 Introduction 241 14.2 Submittal schedule 242 Types of Submittals 244 Submittal Processing 244 14.3 Project management scheduling tools 248 Pay Requests 248 Monthly Fee Forecast 248 Float Management 249 As- built Schedule 250 14.4 Site supervision scheduling tools 250 Pull Schedules 251 Concrete Pour Schedules 251 Equipment Schedule 252 Tower Crane Schedules 254 Daily Job Diary 254 14.5 Reports 256 14.6 Technology tools 258 Building Information Modeling 259 Resources 259 14.7 Summary 260 14.8 Review questions 261 14.9 Exercises 261 Chapter 15 Jobsite Control Systems 263 15.1 Introduction 263 15.2 Safety control 265 15.3 Cost control 266 Change Order Processing 269 Pay Request Processing 270 15.4 Quality control 270 15.5 Document control 271 15.6 Additional jobsite control systems 272 Environmental Controls 272 Traffic Control 272 Jobsite Laydown Management 273 Material Management 273 Equipment Management 274 15.7 Summary 274 15.8 Review questions 275 15.9 Exercises 275 Chapter 16 Earned Value Management 277 16.1 Introduction 277 16.2 Development of the third curve 277 16.3 Earned value as a construction management control tool 278 Schedule Status 279 Cost Status 280 16.4 Earned value indices 282 16.5 Forecasting 285 16.6 Earned value as a pay request tool 286 16.7 Summary 287 16.8 Review questions 287 16.9 Exercises 288 Chapter 17 Subcontract Management 291 17.1 Introduction 291 17.2 Subcontracted scopes of work 292 17.3 Subcontract documents 293 17.4 Subcontractor prequalification 294 Early Release of Subcontractor and Supplier Bid Packages 294 17.5 Subcontractor selection 295 17.6 Team building 296 17.7 Subcontractor management 297 Collaborative Scheduling 297 Subcontractor Controls 299 Supplier Management 301 17.8 Summary 301 17.9 Review questions 303 17.10 Exercises 303 Chapter 18 Schedule Impacts 305 18.1 Introduction 305 18.2 Time value of money 306 18.3 Time and cost trade- offs 307 18.4 As- built schedules 308 18.5 Claims 310 Sources of Claims 310 Claim Prevention 313 Claim Preparation 314 Claim Defense 316 Claim Resolution 317 18.6 Legal impacts 318 18.7 Risk management 319 18.8 PERT and other advanced scheduling methods 320 18.9 Summary 322 18.10 Review questions 324 18.11 Exercises 324 Glossary 327 References 349 Five Sample Case Studies 351 Case 40: Glazing schedule 351 Case 41: Drywall subcontractor 352 Case 42: Liquidated damages 352 Case 43: Schedule hold 354 Case 77: Subcontractor Quality Control 355 Index 357 BOOKREAD™ 5-STEP SATISFACTION GUARANTEE 1. No Risk, 30-Day Money-Back Guarantee. 2. instant download. 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