Contractor's Guide to Planning, Scheduling, and Control

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.

• List of Companion Website Materials xvList of Figures and Tables xviiPreface xxiAcknowledgments xxiiList of Abbreviations xxvPart I Introductory Topics 1Chapter 1 Introduction 31.1 Schedulers 41.2 Schedule types 51.3 Introduction to the book 81.4 Introduction to the case study 111.5 Summary 121.6 Review questions 12Chapter 2 Construction Management 152.1 Introduction 152.2 Delivery and procurement methods 16Traditional General Contractor Delivery 16Construction Management Delivery 17Part II Planning 33Chapter 3 Preconstruction 35Design- Build Delivery 18Procurement 182.3 Contracts 192.4 Pricing 202.5 Estimating 202.6 Project management 242.7 General contractor organizations 25Contractor Team Member Responsibilities 262.8 Summary 292.9 Review questions 312.10 Exercises 313.1 Introduction 353.2 Preconstruction phase 36Design Phases 373.3 Preconstruction services 38Budget Estimating 39Scheduling 39Constructability Review 42Partnering 43Building Information Modeling 44Sustainable Construction 45Environmental Compliance45Planning 463.4 Preconstruction contracts 473.5 Preconstruction fees 483.6 Summary 493.7 Review questions 503.8 Exercises 51Chapter 4 Schedule Planning 534.1 Introduction 534.2 Planning elements 54Activities 574.3 Work breakdown structure 58Project Item List 594.4 Logic 61Relationships 62Lag 63Administrative Restraints 654.5 Resources 674.6 Variables 68Interruptions 70Logic Tools 704.7 Collaboration 734.8 First draft 74Bar Chart 744.9 Summary 754.10 Review questions 764.11 Exercises 76Chapter 5 Lean Construction Planning 795.1 Introduction 795.2 Activity- based costing 805.3 Lean construction 81Target Value Design 82Just- In- Time Deliveries 84Last Planners 84Pull Planning 855.4 Value engineering 875.5 Subcontractors and suppliers 885.6 Supply chain material management 89Off- Site Prefabrication 89Local Material Purchases 905.7 Jobsite laydown and material handling 905.8 Scheduling lean 915.9 Summary 925.10 Review questions 945.11 Exercises 94Chapter 6 Contract and Time Considerations 956.1 Introduction 956.2 Contract documents 95Potential Contract Documents 986.3 Contract language 99Contractual Terms 100Liquidated Damages 100Float 1026.4 Schedule inclusion 102Subcontract Agreements 1026.5 Contractual schedule format 1036.6 Contractual timeline 104Commencement 104Duration 105Work Days 105Completion 105Occupancy Considerations 1066.7 Risk analysis 1086.8 Summary 1096.9 Review questions 1106.10 Exercises 110Part III Scheduling 111Chapter 7 Schedule Types 1137.1 Introduction 1137.2 Bar charts 1157.3 Arrow diagramming method 1177.4 Precedence diagramming method 1187.5 Contract schedules 1217.6 Short- interval schedules 1237.7 Specialty schedules 1247.8 Schedule format 1277.9 Summary 1287.10 Review questions 1297.11 Exercises 129Chapter 8 Schedule Development Process 1318.1 Introduction 1318.2 Schedule planning 1328.3 Schedule development 133Process 134Activities 134Restraints 137Durations 138Time 140Constraints 142Presentation 1428.4 Summary schedule 1458.5 Schedule concepts 1468.6 Summary 1478.7 Review questions 1488.8 Exercises 148Chapter 9 Schedule Calculations 1519.1 Introduction 151Precalculation Refresher 1519.2 Forward pass 1539.3 Backward pass 1569.4 Float 159Total Float 159Free Float 161Strategies 1629.5 Critical path 1649.6 Summary 1659.7 Review questions 1669.8 Exercises 166Chapter 10 Resource Balancing 16910.1 Introduction 16910.2 Resource allocation 17010.3 Balancing, not leveling 17110.4 Labor productivity 172Construction Crews 175Overtime Affects 17810.5 Indirect resources 182Jobsite General Conditions 182Construction Equipment 182Home Office Resources 18410.6 Reporting 18510.7 Summary 18610.8 Review questions 18710.9 Exercises 187Chapter 11 Cash Flow Schedule 18911.1 Introduction 18911.2 Cash flow schedule process 190Cost-loaded Schedule 191Cash Flow Curve 19411.3 Jobsite expenditures 196Jobsite Revenue 19711.4 Net cash flow and impacts to home office 198Methods to Improve Cash Flow 19811.5 Summary 20011.6 Review questions 20011.7 Exercises 201Chapter 12 Schedule Technology 20312.1 Introduction 20312.2 Software advantages 20412.3 Microsoft Excel 20612.4 Microsoft Project 20812.5 Primavera Project Planner 20912.6 Touchplan 21012.7 Other technology tools 213PowerProject by Atlas 213Smartsheet 213Building Information Modeling 213Bluebeam 21412.8 Software shortcomings 21512.9 Summary 21712.10 Review questions 21812.11 Exercises 218Part IV Project Controls 219Chapter 13 Schedule Control 22113.1 Introduction 22113.2 Schedule control tools 22213.3 Schedule control techniques 22313.4 Contract schedule: Status, update and/or revise 225Schedule Status 225Schedule Updates 228Schedule Revisions 231Recovery Schedules 23213.5 Three- week look- ahead schedules 233To- Do Lists 23513.6 Summary 23713.7 Review questions 23913.8 Exercises 239Chapter 14 Scheduling Tools 24114.1 Introduction 24114.2 Submittal schedule 242Types of Submittals 244Submittal Processing 24414.3 Project management scheduling tools 248Pay Requests 248Monthly Fee Forecast 248Float Management 249As- built Schedule 25014.4 Site supervision scheduling tools 250Pull Schedules 251Concrete Pour Schedules 251Equipment Schedule 252Tower Crane Schedules 254Daily Job Diary 25414.5 Reports 25614.6 Technology tools 258Building Information Modeling 259Resources 25914.7 Summary 26014.8 Review questions 26114.9 Exercises 261Chapter 15 Jobsite Control Systems 26315.1 Introduction 26315.2 Safety control 26515.3 Cost control 266Change Order Processing 269Pay Request Processing 27015.4 Quality control 27015.5 Document control 27115.6 Additional jobsite control systems 272Environmental Controls 272Traffic Control 272Jobsite Laydown Management 273Material Management 273Equipment Management 27415.7 Summary 27415.8 Review questions 27515.9 Exercises 275Chapter 16 Earned Value Management 27716.1 Introduction 27716.2 Development of the third curve 27716.3 Earned value as a construction management control tool 278Schedule Status 279Cost Status 28016.4 Earned value indices 28216.5 Forecasting 28516.6 Earned value as a pay request tool 28616.7 Summary 28716.8 Review questions 28716.9 Exercises 288Chapter 17 Subcontract Management 29117.1 Introduction 29117.2 Subcontracted scopes of work 29217.3 Subcontract documents 29317.4 Subcontractor prequalification 294Early Release of Subcontractor and Supplier Bid Packages 29417.5 Subcontractor selection 29517.6 Team building 29617.7 Subcontractor management 297Collaborative Scheduling 297Subcontractor Controls 299Supplier Management 30117.8 Summary 30117.9 Review questions 30317.10 Exercises 303Chapter 18 Schedule Impacts 30518.1 Introduction 30518.2 Time value of money 30618.3 Time and cost trade- offs 30718.4 As- built schedules 30818.5 Claims 310Sources of Claims 310Claim Prevention 313Claim Preparation 314Claim Defense 316Claim Resolution 31718.6 Legal impacts 31818.7 Risk management 31918.8 PERT and other advanced scheduling methods 32018.9 Summary 32218.10 Review questions 32418.11 Exercises 324Glossary 327References 349Five Sample Case Studies 351Case 40: Glazing schedule 351Case 41: Drywall subcontractor 352Case 42: Liquidated damages 352Case 43: Schedule hold 354Case 77: Subcontractor Quality Control 355Index 357