PMP Preparation 6
PMP Preparation 6
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1.
Plan Schedule Management: The process of establishing the policies, procedures, and documentation for planning,
developing, managing, executing, and controlling the project schedule.
2.
Define Activities: Identifying and documenting the specific activities that must be performed to produce the various
project outputs.
3.
4.
Estimate Activity Resources: Estimating the type and quantities of materials, people or equipment needed to
perform each activity.
5.
Estimate Activity Durations: Estimating necessary work periods to complete individual activities using available
resources.
6.
Develop Schedule: Analyzing activity sequences, durations, necessary resource, and schedule restrictions for the
project schedule.
7.
Control Schedule: Monitoring the project performance to update project development and manage changes in the
schedule baseline.
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Schedule Data. The collection of information for describing and controlling the schedule.
Schedule Method. The selected scheduling method defines the framework and algorithms used in the scheduling
tool to create the schedule model. Some of the better known scheduling methods include critical path method (CPM)
and critical chain method (CCM).
Scheduling Tool. A tool that provides schedule component names, definitions, structural relationships, and formats
that support the application of a scheduling method.
Schedule Model. A representation of the plan for executing the projects activities including durations,
dependencies, and other planning information, used to produce a project schedule along with other scheduling
artifacts.
Schedule Baseline. The approved version of a schedule model that can be changed only through formal change
control procedures and is used as a basis for comparison to actual results.
Project Schedule. An output of a schedule model that presents linked activities with planned dates, durations,
milestones, and resources.
Data Date. a point in time when the status of the project is recorded, which is sometimes also called the as-of date
or status date.
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guidance and direction on how the project schedule will be managed throughout the project.
Inputs
1.
2.
3.
4.
Initiation
Expert judgment.
Analytical techniques.
Meetings.
Planning
Executing
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Outputs
1.
Closing
2.
Project Charter
3.
4.
Inputs
Tools and
Techniques
Outputs
Expert Judgment
2.
Analytical Techniques
3.
Meetings
Outputs:
1.
Schedule Management Plan; The scheduling methodology and the scheduling tool to be used, level of accuracy,
units of measure, organizational procedures links (WBS), project schedule model maintenance, control thresholds,
rules of performance measurement, reporting formats and process descriptions.
Initiation
Planning
Executing
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Define Activities
Activity Definition is the process of identifying the specific activities that must be performed to produce the project
outputs.
Identifying outputs at the lowest level in the WBS and the work package. Usually, project work package is decomposed into
smaller components called activities which refers to the work needed to be performed to complete the work package.
Inputs
1.
2.
3.
4.
Initiation
Decomposition.
Rolling wave planning.
Expert judgment.
Planning
Executing
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Outputs
1.
2.
3.
Activity list.
Activity attributes.
Milestone list.
Closing
Define Activities
1.
2.
Scope baseline
3.
4.
Tools and
techniques
Inputs
Decomposition; Decomposition is a technique used for dividing and subdividing the project scope and project
deliverables into smaller, more manageable parts. Activities represent the effort needed to complete a work
package. The Define Activities process defines the final outputs as activities rather than deliverables, as done in the
Create WBS process. Involving team members in the decomposition can lead to better and more accurate results.
2.
Rolling Wave Planning; is an iterative planning technique in which the work to be accomplished in the near term is
planned in detail, while the work in the future is planned at a higher level. It is a form of progressive elaboration.
3.
Expert Judgment
Initiation
Planning
Executing
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Define Activities
1.
Outputs
Activities list: A comprehensive list includes all the schedule activities to be implemented in the project. The activity
list, WBS, and WBS dictionary can be developed either sequentially or concurrently, with the WBS and WBS
Activity Attributes: Include the activity ID, WBS ID, the name of the activity, activity codes, activity description,
previous activities, future activities, logical relationship, resource requirements, and imposed dates, restrictions, and
assumptions, Leads and lags, the person responsible for the work implementation, or geographical area or the place
where the work will be performed. Activity attributes can be used to identify the person responsible for executing
the work, geographic area, or place where the work has to be performed, the project calendar the activity is assigned
to, and activity type such as level of effort (often abbreviated as LOE), discrete effort, and apportioned effort.
3.
Milestone list: An important point or event in the project. A milestone list identies all milestones and whether they
are mandatory or optional. Milestones are similar to regular schedule activities, with the same structure and
attributes, but they have zero duration because milestones represent a moment in time.
Initiation
Planning
Executing
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Sequence Activities
Activity Sequencing is the process of identifying and documenting relationships between project activities.
Every activity and milestone is connected except the rst and last to previous/ following milestone or at least one.
A predecessor activity is an activity that logically comes before a dependent activity in a schedule. A successor activity is a
dependent activity that logically comes after another activity in a schedule.
It may be necessary to use leads or lags time between activities to support a realistic project schedule.
Activity Sequence can be implemented by using project management software or by using manual or automated techniques.
Inputs
1.
2.
3.
4.
5.
6.
7.
Initiation
Planning
Executing
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Outputs
1.
2.
Closing
Sequence Activities
1.
2.
Activities list
3.
Activity attributes
4.
Milestone list
5.
6.
7.
Initiation
Inputs
Planning
Executing
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Closing
Tools and
Technique
Sequence Activities
1.
Precedence Diagramming Method (PDM): is a technique used for constructing a schedule model in which activities are
represented by nodes and are graphically linked by one or more logical relationships to show the sequence in which the
activities are to be performed. Activity-on-node (AON) is one method of representing a precedence diagram. This is the
Finish-to-start (FS): The closer of the previous activity identifies the initiation of the following activity.
Finish-to-nish (FF): The closer of the previous activity identifies the closer of the following activity.
Start-to-start (SS): The initiation of the previous activity identifies the initiation of the following activity.
Start-to-nish (SF): The closer of the following activity depends upon the initiation of the previous activity.
* Finish-to-start is the most used type of precedence relationship, start-to-nish relationship is rarely used.
Initiation
Planning
Executing
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Tools and
Technique
Sequence Activities
Initiation
Planning
Executing
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Tools and
Techniques
Sequence Activities
2.
Dependency Determination: It has four attributes, but two can be applicable at the same time in following ways:
mandatory external dependencies, mandatory internal dependencies, discretionary external dependencies or
Mandatory Dependencies: That are required under the contract or inherent in the nature of the work, sometimes
referred to as hard logic or hard dependencies. The project team determines which dependencies are mandatory
during the process of sequencing the activities.
Discretionary Dependencies: are established based on knowledge of best practices within a particular application
area or some unusual aspect of the project where a specific sequence is desired, even though there may be other
acceptable sequences, sometimes referred to as preferred logic, preferential logic, or soft logic. The project team
determines which dependencies are discretionary during the process of sequencing the activities.
Discretionary dependencies should be fully documented since they can create arbitrary total float values and can limit
later scheduling options. When fast tracking techniques are employed, these discretionary dependencies should be
reviewed and considered for modification or removal.
Initiation
Planning
Executing
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Tools and
Technique
Sequence Activities
External dependencies: Involve the relationship between project activities and activities outside the project. These
dependencies are usually outside the project teams control. The project management team determines which
3.
Lead could accelerate a previous activity. For example, a landscaping scheduled in constructing a new office building
project could start 2 weeks before the scheduled list completion.
Lag could leads to a delay in the previous activity. For example, technical writing team could begin editing a large
draft after they begin writing it in 15 days.
Initiation
Planning
Executing
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Sequence Activities
1.
Outputs
Project schedule network diagrams: is a graphical representation of the logical relationships, also referred to as
dependencies, among the project schedule activities. A project schedule network diagram is produced manually or by
using project management software. It can include full project details, or have one or more summary activities. A
summary narrative can accompany the diagram and describe the basic approach used to sequence the activities. Any
unusual activity sequences within the network should be fully described within the narrative.
2.
Initiation
Planning
Executing
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Sequence Activities
Initiation
Outputs
Planning
Executing
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Closing
Inputs
1.
2.
3.
4.
5.
6.
7.
8.
Initiation
Planning
Expert judgment.
Alternative analysis.
Published estimating data.
Bottom-up estimating.
Project management software.
Executing
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Outputs
1.
2.
3.
Closing
Inputs
1.
2.
Activity list
3.
Activity attributes
4.
Resource calendars: is a calendar that identifies the working days and shifts on which each specific resource is
available. This knowledge includes consideration of attributes such as resource experience and/or skill level, as well
as various geographical locations from which the resources originate and when they may be available.
5.
Risk Register; Risk events may impact resource selection and availability.
6.
Activity Cost Estimates; The cost of resources may impact resource selection.
7.
8.
Initiation
Planning
Executing
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Tools and
Technique
Expert judgment
2.
Alternatives analysis; Many schedule activities have alternative methods of accomplishment. They include using
various levels of resource capability or skills, different size or type of machines, different tools (hand versus
automated), and make-rent-or-buy decisions regarding the resource.
3.
Published estimating data; Several organizations routinely publish updated production rates and unit costs of
resources for an extensive array of labor trades, material, and equipment for different countries and geographical
Bottom-up estimating: is a method of estimating project duration or cost by aggregating the estimates of the lowerlevel components of the WBS. When an activity cannot be estimated with a reasonable degree of confidence, the
work within the activity is decomposed into more detail. If there are dependencies between activities that can affect
the application and use of resources, this pattern of resource usage should be reflected and documented in the
estimated requirements of the activity.
5.
Initiation
Planning
Executing
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Outputs
Activity resource requirements: identify the types and quantities of resources required for each activity in a work
package. These requirements then can be aggregated to determine the estimated resources for each work package
and each work period. The resource requirements documentation for each activity can include the basis of estimate
for each resource, as well as the assumptions that were made in determining which types of resources are applied,
their availability, and what quantities are used.
2.
Resource breakdown structure: is a hierarchical representation of resources by category and type. Examples of
resource categories include labor, material, equipment, and supplies. Resource types may include the skill level,
grade level, or other information as appropriate to the project. The resource breakdown structure is useful for
organizing and reporting project schedule data with resource utilization information.
3.
Initiation
Planning
Executing
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available resources.
Duration estimate accuracy and quality increases gradually during the progress of the project.
All data and assumptions which support duration estimating for each activity are documented.
Inputs
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Initiation
Planning
Expert judgment.
Analogous estimating.
Parametric estimating.
Three-point estimating.
Group decision-making
techniques.
Reserve analysis.
Executing
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Outputs
1.
2.
Closing
Inputs
1.
2.
Activity list
3.
Activity attributes
4.
Activity resource requirements; will have an effect on the duration of the activity, since the level to which the
resources assigned to the activity meet the requirements will significantly influence the duration of most activities.
5.
Resource calendars; influence the duration of schedule activities due to the availability of specific resources, type of
resources, and resources with specific attributes.
6.
Project scope statement; The assumptions and constraints from the project scope statement are considered when
estimating the activity durations.
7.
Risk Register
8.
9.
Initiation
Planning
Executing
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Tools and
Technique
Expert judgment.
2.
Analogous estimating: It is a gross value estimating approach, sometimes adjusted for known differences in project
complexity. Analogous duration estimating is frequently used to estimate project duration when there is a limited
amount of detailed information about the project. Analogous estimating is generally less costly and less time
consuming than other techniques, but it is also less accurate. Analogous estimating is most reliable when the
previous activities are similar in fact and not just in appearance, and the project team members preparing the
3.
Parametric estimating: uses a statistical relationship between historical data and other variables to calculate an
estimate for activity parameters, such as cost, budget, and duration. Activity durations can be quantitatively
determined by multiplying the quantity of work to be performed by labor hours per unit of work. This technique can
produce higher levels of accuracy depending upon the sophistication and underlying data built into the model.
Both Analogous and Parametric estimates can be applied to a total project or to segments of a project and may be used in
Initiation
Planning
Executing
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Tools and
Technique
Three-point estimates: The accuracy of activity duration estimating can be improved by considering estimation
uncertainty and risk. This concept originated with the Program Evaluation and Review Technique (PERT). To dene
Most likely (tM): Activitys duration, resources that are likely to use, their productivity, realistic expectations of
activitys availability.
Optimistic (tO): Activitys duration is based on the analysis of the activitys best case scenario.
Pessimistic (tP): Activitys duration is based on the analysis of the activitys worst case scenario.
Beta Distribution (from the traditional PERT technique). tE = (tO + 4tM + tP) / 6
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Planning
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Tools and
Technique
PERT Example: Activity A has a pessimistic estimate of 36 days, a most likely estimate of 21 days, and an optimistic
estimate of 6 days, what is the probability that activity A will be completed in 16 to 26 days?
55.70%
68.26%
95.46%
99.73%
Initiation
Planning
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Tools and
Technique
= (P O) / 6
Mean = (O + 4M + P) / 6
Mean
16 21 = -5 days = -1
26 21 = +5 days = +1
Initiation
Planning
Executing
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Tools and
Technique
Group Decision-Making Techniques; By involving a structured group of people who are close to the technical execution
of work in the estimation process, additional information is gained and more accurate estimates obtained. Additionally,
when people are involved in the estimation process, their commitment towards meeting the resulting estimates
increases.
6.
Reserve analysis; estimated duration within the schedule baseline, which is allocated for identified risks that are
accepted and for which contingent or mitigation responses are developed. Contingency reserves are associated with the
known-unknowns. Duration estimates may include contingency reserves, sometimes referred to as time reserves or
buffers, into the project schedule to account for schedule uncertainty.
Contingency reserve may be a percentage of activity duration estimating, or a specific number of periods of work, or
Management reserves are a specified amount of the project duration withheld for management control purposes
and are reserved for unforeseen work that is within scope of the project. Management reserves are intended to
address the unknown-unknowns that can affect a project. It is not included in the baseline and it requires a change
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Outputs
Activity duration estimating: estimates are quantitative assessments of the likely number of time periods that are
required to complete an activity.
2.
Activity attributes.
Assumptions made in developing the activity duration estimate, such as skill levels and availability, as well as a
basis of estimates for durations.
Initiation
Planning
Executing
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Develop Schedule
Schedule Development is the process of analyzing activity sequences, durations, necessary resource, and schedule
restrictions for the project schedule.
Usually, developing acceptable project schedule is an iterative process. It identifies the start and nish dates for project
activities and project objectives.
Inputs
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
Initiation
Planning
Executing
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Outputs
1.
2.
3.
4.
5.
6.
Schedule baseline.
Project schedule.
Schedule data.
Project calendars.
Project Management Plan Updates
Project documents updates.
Closing
Develop Schedule
Inputs
1.
2.
Activity list
3.
Activity attributes
4.
5.
6.
Resource calendars
7.
8.
9.
Risk Register
10. Project Staff Assignments; specify which resources are assigned to each activity.
11. Resource Breakdown Structure
12. Enterprise environmental factors
13. Organizational process assets
Initiation
Planning
Executing
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Tools and
Technique
Develop Schedule
1.
Schedule network analysis: is a technique that generates the project schedule model. It employs various analytical
techniques, such as critical path method, critical chain method, what-if analysis, and resource optimization techniques to
calculate the early and late start and finish dates for the uncompleted portions of project activities. Some network paths
may have points of path convergence or path divergence that can be identified and used in schedule compression analysis
or other analyses.
2.
Critical path method: is the sequence of activities that represents the longest path through a project, which determines
the shortest possible project duration. Calculates the start and nish dates, and late start and late nish dates, without
regard any resource limitations, by performing front and reverse direction analysis through the schedule network.
The schedule exibility in any network path is measured by the positive difference between early and late dates, its called
total oat. Critical paths have a zero or negative total oat, and schedule activities in critical paths are called critical
activities. Usually, the critical path is characterized by zero total oat. After the total oat is calculated, the free oat,
which is the time that the activity can be delayed without delaying the start date of any successor activity in the network
path, may also be identified.
Initiation
Planning
Executing
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Tools and
Technique
Develop Schedule
Initiation
Planning
Executing
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Tools and
Technique
Develop Schedule
Initiation
Planning
Executing
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Tools and
Technique
Develop Schedule
2.
Critical chain method: is a schedule method that allows the project team to place buffers on any project schedule
path to account for limited resources and project uncertainties.
Initiation
Planning
Executing
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Tools and
Technique
Develop Schedule
4.
Resource Leveling; a technique in which start and finish dates are adjusted based on resource constraints with the
goal of balancing demand for resources with the available supply. Resource leveling can often cause the original
Resource Smoothing; as opposed to resource leveling, the projects critical path is not changed and the completion
date may not be delayed. In other words, activities may only be delayed within their free and total float.
5.
Modeling Techniques
What-If scenario analysis: is the process of evaluating scenarios in order to predict their effect, positively or
negatively, on project objectives. This is an analysis of the question, What if the situation represented by scenario
X happens?.
Simulation; involves calculating multiple project durations with different sets of activity assumptions, usually using
probability distributions constructed from the three-point estimates to account for uncertainty. The most common
simulation technique is Monte Carlo analysis
5.
Leads and lags: are refinements applied during network analysis to develop a viable schedule by adjusting the start time
of the successor activities.
Initiation
Planning
Executing
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Tools and
Technique
Develop Schedule
Initiation
Planning
Executing
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Tools and
Technique
Develop Schedule
7.
Schedule compression: The process of schedule compression leads to shorten the project schedule without changing
the projects scope. Schedule compression techniques include:
Crashing: A technique used to shorten the schedule duration for the least incremental cost by adding
resources.
Fast tracking: A technique in which activities or phases normally done in sequence are performed in parallel for
at least a portion of their duration. Fast tracking may result in rework and increased risk.
Those techniques target activities on critical path in order to shorten project schedule.
7.
Scheduling tool: Automated scheduling tools contain the schedule model and expedite the scheduling process by
generating start and finish dates based on the inputs of activities, network diagrams, resources and activity durations
using schedule network analysis. A scheduling tool can be used in conjunction with other project management
software applications as well as manual methods.
Initiation
Planning
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Develop Schedule
Outputs
1.
Schedule Baseline
2.
Project schedule: Project schedule includes start and nish dates for each activity. Projects schedule forms are:
Bar charts: also known as Gantt charts, represent schedule information where activities are listed on the vertical
axis, dates are shown on the horizontal axis, and activity durations are shown as horizontal bars placed according
to start and finish dates. Bar charts are relatively easy to read, and are frequently used in management
presentations. For control and management communications, the broader, more comprehensive summary
activity, sometimes referred to as a hammock activity, is used between milestones or across multiple
interdependent work packages, and is displayed in bar chart reports.
Milestone charts: These charts are similar to bar charts, but only identify the scheduled start or completion of
major deliverables and key external interfaces.
Project schedule network diagrams: These diagrams are commonly presented in the activity-on-node diagram
format showing activities and relationships without a time scale, sometimes referred to as a pure logic diagram, as
shown in Figure 6-11, or presented in a time-scaled schedule network diagram format that is sometimes called a
logic bar chart.
Initiation
Planning
Executing
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Develop Schedule
Initiation
Outputs
Planning
Executing
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Develop Schedule
3.
Outputs
Schedule data: is the collection of information for describing and controlling the schedule. The schedule data includes at
least the schedule milestones, schedule activities, activity attributes, and documentation of all identified assumptions and
constraints. The amount of additional data varies by application area. Information frequently supplied as supporting
detail includes, but is not limited to:
Resource requirements by time period, often in the form of a resource histogram;
Alternative schedules, such as best-case or worst-case, not resource-leveled, or resource-leveled, with or without imposed
dates; and
Scheduling of contingency reserves.
Schedule data could also include such items as resource histograms, cash-flow projections, and order and delivery schedules.
4.
Project Calendars; identifies working days and shifts that are available for scheduled activities. It distinguishes time
periods in days or parts of days that are available to complete scheduled activities from time periods that are not
available. A schedule model may require more than one project calendar to allow for different work periods for some
activities to calculate the project schedule. The project calendars may be updated.
5.
6.
Project Documents Updates; Activity resource requirements, Activity attributes, Works calendar, Risk register.
Initiation
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Control Schedule
Control Schedule is the process of monitoring the status of project activities to update project progress and manage
changes to the schedule baseline to achieve the plan. The key benefit of this process is that it provides the means to
recognize deviation from the plan and take corrective and preventive actions and thus minimize risk.
Control Schedule, as a component of the Perform Integrated Change Control process, is concerned with:
o
Inputs
1.
2.
3.
4.
5.
6.
Initiation
Planning
Performance reviews.
Project management software.
Resource optimization
techniques.
Modeling techniques.
Leads and lags
Schedule compression.
Scheduling tool.
Executing
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Outputs
1.
2.
3.
4.
5.
6.
Closing
Control Schedule
If any agile approach is utilized, control schedule is concerned with:
Determining the current status of the project schedule by comparing the total amount of work delivered and
accepted against the estimates of work completed for the elapsed time cycle,
Conducting retrospective reviews (scheduled reviews to record lessons learned) for correcting processes and
improving, if required,
Determining the rate at which the deliverables are produced, validated, and accepted (velocity) in given time per
iteration (agreed work cycle duration, typically two weeks or one month),
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Control Schedule
Inputs
1.
2.
Project schedule: The most recent version of the project schedule as of the indicated data date
3.
4.
Project Calendars
5.
Schedule Data
6.
Initiation
Planning
Executing
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Tools and
Technique
Control Schedule
1.
Performance reviews: measure, compare, and analyze schedule performance such as actual start and finish dates,
percent complete, and remaining duration for work in progress. Various techniques may be used, among them:
Trend Analysis: examines project performance over time to determine whether performance is improving or
deteriorating. Graphical analysis techniques are valuable for understanding performance to date and for
comparison to future performance goals in the form of completion dates.
Critical Path Method: Comparing the progress along the critical path can help determine schedule status. The
variance on the critical path will have a direct impact on the project end date. Evaluating the progress of
activities on near critical paths can identify schedule risk.
Critical chain method: Comparing the amount of buffer remaining to the amount of buffer needed to protect
the delivery date can help determine schedule status.
Earned value management: Schedule performance measurements such as schedule variance (SV) and schedule
performance index (SPI), are used to assess the magnitude of variation to the original schedule baseline.
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Tools and
Technique
Control Schedule
2.
Project management software: Project management software provides the ability to track planned dates versus
actual dates and to predict the effects of changes that happens in the project schedule.
3.
4.
Modeling Techniques
5.
6.
Schedule Compression
7.
Scheduling tool
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Planning
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Control Schedule
1.
Outputs
Work performance information: The calculated SV and SPI time performance indicators for WBS components, in
particular the work packages and control accounts, are documented and communicated to stakeholders.
2.
Schedule Forecasts: are estimates or predictions of conditions and events in the projects future based on
information and knowledge available at the time of the forecast.
3.
Change requests.
4.
Schedule baseline.
Cost baseline.
5.
6.
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Time Schedule
Option
Fast track
Crash
Cut scope
Reduce quality
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Practice
Activity
Estimating (weeks)
Start A
Start - B
A -C
B-C
B-E
C-D
C-E
E-END
D-END
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