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.
Table of Contents:
List of Companion Website Materials
List of Figures and Tables
Preface
Abbreviations
Part I Introductory Topics
Chapter 1 Introduction
Schedulers
Schedule types
Introduction to the book
Introduction to the case study
Summary
Review questions
Chapter 2 Construction Management
Introduction
Delivery and procurement methods
Traditional general contractor delivery
Construction management delivery
Design-build delivery
Procurement
Contracts
Pricing
Estimating
Project management
General contractor organizations
Contractor team member responsibilities
Summary
Review questions
Exercises
Part II Planning
Chapter 3 Preconstruction
Introduction
Preconstruction phase
Design phases
Preconstruction services
Budget estimating
Scheduling
Constructability review
Partnering
Building information modeling
Sustainable construction
Environmental compliance
Planning
Preconstruction contracts
Preconstruction fees
Summary
Review questions
Exercises
Chapter 4 Schedule Planning
Introduction
Planning elements
Activities
Work breakdown structure
Project item list
Logic
Relationships
Lag
Administrative restraints
Resources
Variables
Interruptions
Logic tools
Collaboration
First draft
Bar chart
Summary
Review questions
Exercises
Chapter 5 Lean Construction Planning
Introduction
Activity-based costing
Lean construction
Target value design
Just-in-time deliveries
Last planners
Pull planning
Value engineering
Subcontractors and suppliers
Supply chain material management
Off-site prefabrication
Local material purchases
Jobsite laydown and material handling
Scheduling lean
Summary
Review questions
Exercises
Chapter 6 Contract and Time Considerations
Introduction
Contract documents
Potential contract documents
Contract language
Contractual terms
Liquidated damages
Float
Schedule inclusion
Subcontract agreements
Contractual schedule format
Contractual timeline
Commencement
Duration
Work days
Completion
Occupancy considerations
Risk analysis
Summary
Review questions
Exercises
Part III Scheduling
Chapter 7 Schedule Types
Introduction
Bar charts
Arrow diagraming method
Precedence diagraming method
Contract schedules
Short-interval schedules
Specialty schedules
Schedule format
Summary
Review questions
Exercises
Chapter 8 Schedule Development Process
Introduction
Schedule planning
Schedule development
Process
Activities
Restraints
Durations
Time
Constraints
Presentation
Summary schedule
Schedule concepts
Summary
Review questions
Exercises
Chapter 9 Schedule Calculations
Introduction
Precalculation refresher
Forward pass
Backward pass
Float
Total float
Free float
Strategies
Critical path
Summary
Review questions
Exercises
Chapter 10 Resource Balancing
Introduction
Resource allocation
Balancing, not leveling
Labor productivity
Construction crews
Overtime affects
Indirect resources
Jobsite general conditions
Construction equipment
Home office resources
Reporting
Summary
Review questions
Exercises
Chapter 11 Cash Flow Schedule
Introduction
Cash flow schedule process
Cost-loaded schedule
Cash flow curve
Jobsite expenditures
Jobsite revenue
Net cash flow and impacts to home office
Methods to improve cash flow
Summary
Review questions
Exercises
Chapter 12 Schedule Technology
Introduction
Software advantages
Microsoft Excel
Microsoft Project
Primavera Project Planner
Touchplan
Other technology tools
PowerProject by Atlas
Smartsheet
Building information modeling
Bluebeam
Software shortcomings
Summary
Review questions
Exercises
Part IV Project Controls
Chapter 13 Schedule Control
Introduction
Schedule tools
Schedule control techniques
Contract schedule: Status, update, and/or revise
Schedule status
Schedule updates
Schedule revisions
Recovery schedules
Three-week look-ahead schedules
To-do lists
Summary
Review questions
Exercises
Chapter 14 Scheduling Tools
Introduction
Submittal schedule
Types of submittals
Submittal processing
Project management scheduling tools
Pay requests
Monthly fee forecast
Float management
As-built schedule
Site supervision scheduling tools
Pull schedules
Concrete pour schedule
Equipment schedule
Tower crane schedule
Daily job diary
Reports
Technology tools
Building information modeling
Resources
Summary
Review questions
Exercises
Chapter 15 Jobsite Control Systems
Introduction
Safety control
Cost control
Change order processing
Pay request processing
Quality control
Document control
Additional jobsite control systems
Environmental controls
Traffic control
Jobsite laydown management
Material management
Equipment management
Summary
Review questions
Exercises
Chapter 16 Earned Value Management
Introduction
Development of the third curve
Earned value as a construction management control tool
Schedule status
Cost status
Earned value indices
Forecasting
Earned value as a pay request tool
Summary
Review questions
Exercises
Chapter 17 Subcontract Management
Introduction
Subcontracted scopes of work
Subcontract documents
Subcontractor prequalification
Early release of subcontractor and supplier bid packages
Subcontractor selection
Team building
Subcontractor management
Collaborative scheduling
Subcontractor controls
Supplier management
Summary
Review questions
Exercises
Chapter 18 Schedule Impacts
Introduction
Time value of money
Time and cost trade-offs
As-built schedules
Claims
Sources of claims
Claim prevention
Claim preparation
Claim defense
Claim resolution
Legal impacts
Risk management
PERT and other advanced scheduling methods
Summary
Review questions
Exercises
Glossary
References
Five Sample Case Studies
Index
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.