Scheduling With Suretrak

Quality construction management involves the coordination of many resources, and this step-by-step introduction to construction scheduling and project control techniques ties together the start-to-finish aspects of a modern construction project. Updated to Release 3.0, Scheduling with SureTrak, 2nd Edition utilizes the latest screen captures from the premier construction scheduling software on the market as visuals to illustrate all facets of project control. Its distinctive coverage of construction scheduling includes the traditional theory associated with planning, scheduling, and controlling construction projects, along with the actual use of Primavera's SureTrak software into these applications. This book not only exposes learners to on-screen images but also shows them how to manipulate hard copy prints for exceptional communication and demonstration results.

Preface

ix

Section 1 Planning

1

(50)

Introduction to Scheduling

3

(28)

Objectives

3

(1)

History of Scheduling

3

(1)

Scheduling Impacts on Project Management

4

(1)

Benefits of Good Scheduling Practices

5

(3)

Scheduling Phases

8

(4)

Scheduling Design-Bid-Build

12

(1)

Scheduling Fast-Track Construction

13

(2)

Comparing the Scheduling of Design-Bid-Build versus Fast-Track Construction

15

(1)

Scheduling Levels

15

(1)

Activity Definition

16

(2)

Activity Identification

18

(1)

Activity Description

18

(1)

Activity Relationships

19

(1)

Type of Schedule Presentation

19

(5)

Example Problem: Getting Ready for Work

24

(4)

Summary

28

(1)

Exercises

29

(2)

Work Breakdown Structure and Rough Logic Diagram

31

(20)

Objectives

31

(1)

Introduction

31

(2)

Rough Logic Diagram Preparation

33

(2)

Preparation of a Rough Logic Diagram of Design-Bid-Build versus Fast-Track Construction

35

(2)

Types of Activity Relationships

37

(2)

Use of Schedules

39

(1)

Time Units

39

(1)

Concurrent Rather Than Consecutive Logic

40

(1)

Estimating Activity Duration

40

(1)

Resource Availability

40

(1)

Quantity of Work

41

(1)

Productivity Rate

42

(1)

Factors Affecting Productivity

43

(4)

Accuracy of Estimating Activity Duration

47

(1)

Summary

47

(1)

Example Problem: Rough Manual Logic Diagram

48

(1)

Exercises

48

(3)

Section 2 Scheduling

51

(244)

Schedule Calculations

53

(22)

Objectives

53

(1)

Definitions of Important Terms

53

(2)

Forward Pass

55

(2)

Backward Pass

57

(2)

Float

59

(2)

Data Table

61

(1)

Calendars

61

(2)

Example Problem #1: Calculations

63

(1)

Example Problem #2: Calculations

64

(1)

Summary

65

(1)

Exercises

65

(10)

Bar Chart Creation

75

(39)

Objectives

75

(1)

Starting Sure Trak

75

(2)

Project Manager: Menu Bar Options

77

(1)

Toolbar Options

77

(1)

Help Contents

77

(1)

Create a New Project Schedule

78

(3)

New Project Dialog Box Buttons

81

(1)

Activities

82

(3)

Modify Timescale

85

(3)

Relationships

88

(4)

Calculate the Schedule

92

(2)

Edit Activities

94

(1)

Close a Project

95

(1)

Open a Project

96

(1)

Tools

97

(12)

Example Problem: Onscreen Bar Chart

109

(2)

Summary

111

(1)

Exercises

112

(2)

Bar Chart Format

114

(35)

Objectives

114

(1)

Formatting with Scheduling Software

114

(1)

Layouts

115

(2)

Zoom

117

(1)

Columns

117

(5)

Bars

122

(3)

Relationship Lines

125

(3)

Sight Lines

128

(1)

Row Height

129

(3)

Screen Colors

132

(1)

Activity Codes

133

(2)

Organize

135

(2)

Summarize

137

(3)

Filter

140

(2)

Clip Art

142

(1)

Text

143

(3)

Summary

146

(1)

Exercises

147

(2)

Resources

149

(32)

Objectives

149

(1)

Necessity of Controlling Resources

149

(1)

Define Resources and Requirements

150

(3)

Assigning Resources

153

(4)

Resource Profiles

157

(6)

Resource Tables

163

(2)

Driving Resources

165

(1)

Set Resource Limits

165

(3)

Level Resources

168

(3)

Example Problem

171

(3)

Summary

174

(1)

Exercises

175

(6)

Costs

181

(27)

Objectives

181

(1)

Necessity of Controlling Costs

181

(2)

Define Costs

183

(1)

Cost Table

183

(6)

Assign Other Costs

189

(4)

Cost Profiles

193

(3)

Cumulative Costs

196

(2)

Example Problem

198

(4)

Summary

202

(1)

Exercises

203

(5)

Bar Chart Hard Copy Prints

208

(35)

Objectives

208

(1)

Necessity for Good Presentations

208

(1)

Graphic Reports

209

(1)

Bar Chart Presentation

209

(1)

Print Preview Options

210

(1)

Bar Chart Button

211

(1)

View Page Buttons

212

(1)

Zoom Buttons

212

(2)

Format Print Buttons

214

(15)

Format Bar Chart Buttons

229

(6)

Layout Button Options

235

(4)

Example Problem: Bar Chart Print

239

(2)

Summary

241

(1)

Exercises

241

(2)

PERT Diagrams

243

(34)

Objectives

243

(1)

View the PERT Diagram

243

(10)

Format the PERT Diagram

253

(14)

Print Preview

267

(2)

Example Problem

269

(6)

Summary

275

(1)

Exercises

275

(2)

List Reports

277

(18)

Objectives

277

(1)

Daily Schedule List Reports

277

(2)

Layouts

279

(1)

Columns

279

(3)

Organize

282

(2)

Page Setup

284

(1)

Weekly Schedule List Reports

285

(1)

Resource and Cost List Reports

286

(1)

Example Problem

286

(8)

Summary

294

(1)

Exercises

294

(1)

Section 3 Controlling

295

(98)

Updating the Schedule

297

(31)

Objectives

297

(1)

Communicating Current Information

297

(1)

Getting Started

298

(3)

Record Progress

301

(5)

Activity Table Progress Input

306

(1)

Target Comparison

307

(1)

PERT View

308

(2)

Reports

310

(1)

Documenting Changes

311

(8)

Example Problem

319

(3)

Summary

322

(2)

Exercises

324

(4)

Tracking Resources

328

(33)

Objectives

328

(1)

Tracking Resource: SureTrak versus Contractors

328

(1)

Tracking Resources: Actual versus Planned Expenditures

328

(3)

Resource Table

331

(1)

Autocost Rules

331

(3)

Record Expenditures

334

(10)

Resource Profile

344

(1)

Resource Reports

344

(1)

Example Problem

345

(10)

Summary

355

(1)

Exercises

355

(6)

Tracking Costs

361

(32)

Objectives

361

(1)

Tracking Costs: Comparing Actual to Planned Expenditures

361

(1)

Cost Table

361

(3)

Recording Expenditures

364

(13)

Cost Profile

377

(1)

Cost Reports

377

(1)

Example Problem

378

(10)

Summary

388

(1)

Exercises

388

(5)

Appendix Drawings for Example Problems and Exercises

393

(6)

Index

399

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Scheduling With Suretrak

Summary

Table of Contents

Supplemental Materials