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My Least Favorite Activity Type

Categories: Activity Types, Level of Effort, P6 EPPM, P6 Professional, WBS Summary
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Primavera SchedulingWhile I consider my self pretty adventurous when it comes to Primavera P6, I admittedly have little use for one particular activity type, the WBS Summary. To review, the WBS Summary calculates its Start and Finish date (and therefore, duration) from all other activities that have the same WBS code. On the surface, this seems like a great idea because logic is not required. The WBS Summary is the only activity type in Primavera P6 that works sans logic. And this is what I do not like about it.

I always check the Schedule Log before I publish a schedule. As you should know, the Schedule Log has a topic called “Warnings” that discusses, among other concerns, the number of activities that are missing predecessors or successors. The correct number of “open ends” would of course be two; the first activity will not have a predecessor and the last one will not have a successor. No other answer is acceptable. Owners will also be checking the Schedule Logs during their reviews. Open ends are an easy way to get a schedule rejected.

Because the WBS Summary does not want or need logic, it creates what appears to be a de facto mistake in the schedule. If the person reviewing the schedule figures out that the open ends are due to this particular activity type, then perhaps they would accept the schedule regardless. But it has been my experience that owners do not want to hear any excuses as to why some activities have logic and others do not. Open ends are an unnecessary distraction from other items (sequences, durations, coding, etc.) that need to be checked.

It is possible to add relationships to a WBS Summary to make the open ends disappear, but this basically defeats the purpose of having them in the schedule in the first place. Why not use the Level of Effort instead? The Level of Effort also calculates its dates and duration automatically, but requires logic. Therefore, the Level of Effort does not create any concerns in the Schedule Log. Both of these activity types can also have resources assigned, so nothing is lost by switching to the Level of Effort.

Logic can be added to a WBS Summary without affecting the way it calculates its dates and duration, but again, why not use the Level of Effort instead? While they may seem interchangeable, the Level of Effort demands logic, and therefore forces us to add proper relationships. The WBS Summary is a little too accommodating. I want my activity types to enforce good habits!

Better still, the Level of Effort can transcend more than one WBS code which makes it far more flexible than the WBS summary. If I really need to see the dates and durations for WBS codes I can Group by WBS and choose to Show Group Totals. This saves me the trouble of adding a bunch of WBS Summary activities to my schedule for no other purpose than seeing summary dates and durations.

In the screenshot below, the WBS Summary activity is purple. Yes, this activity tells me the Foundations start on May 17 and finish on June 28, 2016 and have an overall duration of 30 days. Yet the same information appears in the Group Totals:

Primavera Scheduling
So there is no additional benefit to adding the WBS Summary activity if the only information being provided are the summary dates and duration.

I know some users are adding WBS Summary activities as a simplified way of cost loading a schedule from the top down. They put all of the costs in the WBS Summary activities rather than the actual work tasks. But Primavera P6 has a tool called Top Down Estimation that is better suited for that purpose. While it is possible to specify a non-linear distribution curve for resources, the reality is that you are still treating every day as having the same value. That is simply unrealistic.

A Primavera P6 compatriot did mention to me a reason why he uses the WBS Summary activity on a temporary basis. When Microsoft Project schedules are imported into Primavera P6, the summary bars are imported as activities. He uses the Microsoft Project summaries as temporary placeholders for checking logic and durations. Similarly, I will use the descriptions of the Microsoft Project summary activities to build my WBS codes before deleting these superfluous tasks,

 

Primavera SchedulingSome features of Primavera P6 are easy to ignore without a better appreciation of their true benefits. Expected Finish dates are a good example. The concept is pretty simple: pick a date when a task is expected to finish and – presto – the Remaining Duration is automatically adjusted to achieve the desired date. This works in all versions of Primavera scheduling software: P6 Professional, P6 EPPM and Primavera Contractor.

We typically use Expected Finish dates for long-lead items with big durations. It can take several months to fabricate and deliver specialized equipment, which means the task will span several update periods. So rather than have to manually adjust the Remaining Duration during every update, Expected Finish dates basically automate this process for us.

Several years ago on a project in Calumet City, IL the time required to procure blowers for a new building was nearly 18 months so I prepared a special procurement fragnet to more accurately track the blowers’ progress. My normal procurement fragnet of submit > review > fabricate/deliver was not enough for such an important long-lead item. This was a blower facility, after all, so if the blowers arrived late we would have had a major problem. With this in mind, I set up a series of activities to track the fabrication in Germany, transport to the port, loading on the ship, and the voyage to America.

There is perhaps one small catch with Expected Finish. We only recommend using Expected Finish dates on activities with progress. Once a task has started it is easier to decide whether a particular finish date is still valid. Otherwise, if the preceding logic is changed you might wind up with a very large Remaining Duration because the task is now starting much sooner than before.

Conversely, if an activity starts much later than anticipated because of re-sequencing the original Expected Finish date may be unrealistic (and possibly before the actual start date, which will obviously seem weird). So we are much better off waiting until the task has begun before putting too much faith in the Expected Finish date. We can verify that the preceding tasks are finished and therefore be more confident that no other obstacles remain.

There are just three steps required to set up an Expected Finish date. First, make sure you have checked the box next to Use Expected Finish Dates under the Schedule Options, as seen below:

Primavera Scheduling

 

 

 

 

Second, select an Expected Finish date under the Status Tab in the Activity Details window. In the example below I have selected February 19, 2016 as the Expected Finish date, which is about a month later than the current Finish date:

Primavera Scheduling

 

 

 

 

 

And third, schedule the project. The Finish date will now match the Expected Finish date. Note that if the Expected Finish date is not a normal work day according to the activity’s calendar then the next available work day will be selected instead.

What I like most about Expected Finish dates is that it reinforces the accuracy of the current Finish dates. In other words, the current Finish dates are not the product of Remaining Durations that may or may not have been verified recently. The Expected Finish dates tell me these are good dates.

One last consideration. If you are updating a cost-loaded schedule then I recommend using Physical as your % Complete Type. This allows us to update the Remaining Duration (via Expected Finish) independent of the percent complete used to calculate Earned Value.

 

Content Stolen From Our Website

Categories: Primavera Training
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Primavera SchedulingOn March 11, 2016 we became aware of a consultancy in the U.K. that had appropriated material from our website without permission. Perhaps they thought that stealing content from our Frequently Asked Questions page would not be a big deal. Wrong! After we filed a complaint the company agreed to take down the content, but nevertheless, it is rather disturbing that someone would think this sort of behavior was acceptable.

This is not the first time we have had problems with other companies trying to use our material or to even “spoof” our training site (www.primaverascheduling.com) to trick visitors into believing they are at our official site. Some of these companies are not even Oracle Partners. If you have any doubt, you can use the following link to confirm their legitimacy:

https://solutions.oracle.com/scwar/scr/Partners/index.html

Below is the text from their FAQ page. The text in red is what the U.K. firm changed. As you can see, they copied our page almost verbatim:

Frequently Asked Questions

Q: Do I need to purchase Primavera P6 software in order to take your training?

A: No. For in-person classes, we provide laptops with Primavera P6 already installed. For online classes, you will be sharing a screen with the instructor and using their version of the program while in the training environment.

Q: Is there a “student” version of P6 that I can buy?

A: While Oracle does not sell a special version of P6 for use by students or universities it is possible to buy a term license that is good for one (1) year. This is a good option for users who need the software for more than 30 days without committing to the full purchase price. This is a great idea for universities because it reduces upfront costs and eliminates the uncertainty of how many perpetual licenses to purchase; educators can choose the number of term licenses to buy each year based on enrolment. Please contact us for pricing.

Q: How big are your classes?

A: Our online classes are intentionally kept small with a maximum of two (2) students in order to foster more interaction between the instructor and students unless we are teaching a private group or organization. Small classes give each student a chance to ask questions and perform exercises. We are the only company that limits class sizes.

Q: What’s the difference between P6 Professional and P6 Web and which one should I learn?

A: P6 Professional Project Management (P6 PPM) is installed on individual computers, like most software. P6 Web is a component of P6 Enterprise Project Portfolio Management (EPPM) that uses a browser interface. P6 EPPM also includes a “P6 Professional for EPPM” component that is essentially identical to P6 Professional. If you are planning to use the desktop component of EPPM you should register for our P6 Professional class.

Both versions of P6 are worth learning but unless your employer is using P6 EPPM we highly recommend P6 Professional. The professional version is intended for people who build and update schedules whereas P6 Web is better suited for monitoring project data. P6 Web has more graphical tools that are quite useful but due to the software being web-based it operates much slower. There are many other important differences, but in most cases the correct answer is to learn P6 Professional first.

Q: Do you offer certification?

A: Yes, as an Oracle Gold Partner we offer training and certification for all versions of P6 Professional, P6 Web, and Primavera Contractor.

Q: Are you certified by Oracle?

A: Yes, we are an Oracle Gold Partner.

Q: Are you an authorized Oracle Reseller?

A: Yes, Besides being an Oracle Gold Partner we are also an authorized Oracle Reseller. If you are interested in a product not listed on our website please call us for a quote.

 Q: Can I still get certified if I take the online training?

A: Yes, our online course materials are exactly the same as what we use for our in-person classes. Your certificate will not mention whether the class was online or in-person.

 Q: How do I know which version of P6 is being taught and when?

A: Our course list indicate whether the class is for P6 Professional or P6 Web. The course number is also indicative of which program is being taught. Classes for P6 Web start with a “2” (P6 201 and P6 202). P6 Professional is appropriate for “P6 Professional for EPPM” users. Register your interest in a specific course and we will contact you to talk through your requirements and schedule a date that suites.

Q: Do you offer one-on-one training? What does it cost?

A: We offer private training sessions online or at our office in Hull. We have schedules courses in Aberdeen and London too. We can also deliver this training at your offices. These classes are customized to suit your training needs. Please refer to our P6 301 page for pricing.

Q: Most of your online classes start at 9:00 am GMT. Are other start times available?

A: Yes. We can adjust start times for classes if everyone registered in the class agrees. We also offer evening and weekend classes for 20% premium over normal course prices. “Evening” is defined by GMT. If the class starts and finishes during normal working hours in the UK (8:00 am – 5:00 pm) there are no additional charges.

 Q: Do I need anything else for online training?

A: We strongly recommend a headset if you are planning to use VOIP rather than a telephone during the live web conferences. Computer speakers create an echo that is distracting to the instructor and other students. An external monitor is also recommended, but not required, so that you can watch the instructor and practice each exercise at the same time.

 Q: What if I need more help after the training?

A: We provide thirty (30) days of support after your training session, included in the cost of your training. If you continue to need support or would like additional training we also offer custom training sessions (minimum of two hours). These are private sessions that allow more targeted training. We can address any issue or subject matter. Keep in mind, we are also master schedulers and can mentor you on the fine points of scheduling. We are not just software experts!

 Q: We plan to host our project data on a remote server. Do we need the web-enabled software?

A: Not necessarily. All versions of P6 can be used remotely. The web-enabled version of P6 (EPPM) is a user interface for people who mostly report progress rather than build schedules. Setting up remote users with P6 Professional is actually easier for most companies and organizations. As professional schedulers, we prefer P6 Professional and P6 Optional Client. The latter program is part of EPPM but is nearly identical to P6 Professional.

Q: We want to buy Primavera software. What do you mean by a “perpetual” license?

A: Oracle’s Primavera software licenses expire after one or more years unless you purchase a perpetual license. As you can imagine, an expiring “term” license is cheaper than a perpetual license. The latter is good for as long as you want to use the software. If you are seeing much cheaper prices for Primavera software on the Internet it is possible that the licenses are term licenses and not perpetual.

Q: What does the software license upgrade and support agreement cover?

A: While a perpetual license never expires, the upgrade and support agreement does expire after a certain period of time. Typically, a buyer chooses a one-year software upgrade and support agreement (although longer agreements can be purchased upfront) which gives the buyer access to any software upgrades and technical support during that period. Technical support is provided directly by Oracle and not by an Oracle partner. This support covers both installation and application issues.

Q: How do I make a Payment?

A: If you are making payment for training we can accept a bank transfer paid into our account 5 working days before the training is scheduled. (Details will be on the invoice issued). We do not accept card payments.


Oscar Wilde said, “Imitation is the sincerest form of flattery that mediocrity can pay to greatness.” Thanks! But perhaps we should add another Question and Answer to our FAQ page:

Q: Is it okay if we steal your material?

A: NO!!!!!!!!!

 

Software Glitch In P6 V15.2

Categories: P6 Professional, Primavera P6, Primavera P6 Client
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toolsIf you are thinking of buying Primavera P6 Professional then please be aware of a software glitch in Version 15.2 that is causing a few headaches. Thankfully, you can still download two older versions of Primavera P6 Professional from the Oracle Software Delivery Cloud: Versions 8.4 and 15.1 are currently still available. We recommend downloading one of these versions until we are able to confirm whether the next release of Primavera P6 (Version 16.1) fixes this problem. Version 16.1 is scheduled to be released by the end of March 2016. Regular readers of our blog are no doubt aware that Oracle now releases new versions of Primavera P6 twice a year, in the Spring and Fall. This new procedure started in 2015.

Version 15.2 was the first 64-bit release of Primavera P6. Now, when downloading Primavera P6 from the Oracle Software Delivery Cloud, you can be forgiven for wondering why Oracle always asks if you want to download the 32-bit or the 64-bit version of the program. Prior to Version 15.2 it did not matter which version you chose because they were the same program. Keep in mind, however, that Oracle has hundreds of programs available for downloading so the 32-bit vs. 64-bit question is not confined to Primavera software.

According to Oracle, there are certain advantages to the new 64-bit version of Primavera P6:

  • Build larger and more complex projects, with faster response times
  • Work with multiple languages at the same time
  • Higher memory limits supported for faster performance
  • Fewer crashes due to memory issues

Sounds great! Unfortunately, the new 64-bit coding in V15.2 is making it impossible to add or modify variables in the header or footer of a layout. A variable is a data field that is filled out by Primavera P6. For example, the project name or the data date. So rather than typing the project name or data date in the header or footer we simply add a variable to do this instead. This way, if we open a different project the current data will be displayed without any manual revisions.

Anyone who has inserted a page number into a Microsoft Word document or Excel spreadsheet has been using what Primavera P6 calls a variable. An example of a Primavera P6 variable appears below. The variable “Layout Name” appears in brackets:

Primavera Scheduling

 

 

 

 

 

 

This is a confirmed defect. You can find a few additional details in Doc ID 2096207.1 if you have access to My Oracle Support. Oracle has confirmed that the defect will be addressed in a future release.

I like to display certain information in my page headers and footers so that people understand some of the basic parameters of the schedule. This data includes:

  • Layout Name
  • Filter List
  • Print Date and Time
  • Page Number and Total Pages
  • Project Name
  • Data Date

But since these are variables I have a problem. To be sure, I have some layouts created in older versions of Primavera P6 that already have these variables, so I am not completely out of luck. When upgrading Primavera P6 most of us keep our existing databases so anything stored there is still available. But for new Primavera P6 users who started with Version 15.2 they have not had a chance to create any layouts yet. Therefore, the only options are to use the variables already present in the standard layouts, or manually type this information. (If someone sends you a layout they created you can of course import this into Primavera P6).

So, fingers crossed! Let us hope that P6 Version 16.1 fixes this problem.

 

Party like it’s 2050

Categories: P6 Calendars, P6 Professional, P6 Tricks
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Recently we noticed several people asking about the “2050 problem” with Primavera P6 on Linkedin. Here is the issue. When Primavera P6 users try to input dates starting in 2050 the calendar reverts to 1950. Holy Marty McFly! (As an aside, my brother Steve owned a DeLorean for more than 20 years and his mechanic did all of the work on the “Back to the Future” cars). For those of you with access to My Oracle Support, a solution was posted in Doc ID 905558.1 without much explanation as to the root cause. This problem does not occur in the P6 Web component of P6 EPPM.

While 2050 may seem like a rather esoteric concern the reality is that some of our clients are planning projects right now that are expected to last decades. For example, we trained project managers from the Southwest Research Institute Planetary Science Directorate. SwRI is an independent, nonprofit, applied engineering and physical science research and development organization with over 3000 employees. One of their projects is NASA’s New Horizons Mission to Pluto.

The New Horizons spacecraft left Earth on January 19, 2006 and did not reach Pluto until July 14, 2015. That’s nearly nine years just traveling in space. But before that there were the many years spent planning this mission. We have also trained several NASA contractors at Cape Kennedy and it really makes you appreciate what long-range planning is all about, in terms of both time and distance!

Personally, I expect to be either dead or cryogenically frozen by 2050, but for the younger Primavera P6 users out there who expect to be around then there is a solution right now. First, we need a DeLorean…

Just kidding. The solution is actually quite simple. The “2050 problem” only occurs in Primavera P6 when the date format is set to two digits for the year. Inputting 01/01/50 in a date field is interpreted as January 1, 1950. Who knows why this suddenly starts happening in 2050. Dates in 2049 are fine! But if the date format is set to four digits before the dates, P6 is ready to party on past 2049.

The date format is a user preference. Go to Edit > User Preferences > Dates to change the date format. Keep in mind that changing a user preference changes the appearance of all projects accessed by that user. Going back to two digits for the year later on could cause issues with the projects that extend past 2049. I am certain that Oracle will fix this issue eventually. And perhaps we will see a real hoverboard by then!

3 Strategies for Weather in a Schedule

Categories: P6 EPPM, P6 Professional, P6 Tricks, P6 Web, Primavera P6
Comments Off on 3 Strategies for Weather in a Schedule

protectionUnless you are working indoors, weather is always a consideration when building a CPM schedule. Somehow, normal weather must be addressed for any work that can be impacted by inclement weather. Our only concern should be normal weather; unusual weather is an excusable delay. This of course raises the issue of how do we determine what exactly is normal weather? Contracts often mention that time extensions will only be granted for abnormal weather without defining normal weather. It is easy to find weather data: in the United States the best source of historical weather conditions would be the National Oceanic and Atmospheric Administration. The NOAA has records for thousands of weather stations around the country that in some cases go back a hundred years or more.

Even so, there is not a single standard for applying NOAA data. Should we take the average for the past four years to determine what is normal? Five years? Six? Federal contracts generally rely upon an average of the last ten years to determine normal weather conditions. (As a personal aside, I have lived in California for 11 years and the weather during the past four years has been radically different than what I first encountered in 2004). Most private construction contracts are unfortunately silent as to what sort of average might be considered reasonable.

The U.S. Army Corps of Engineers is probably the best example of how to specify normal weather. The USACE typically tells contractors how many days of inclement weather to include in the CPM schedule each month. NOAA data would only tell us the average temperature and precipitation, which leaves open to interpretation how a day with, say, 0.1″ of precipitation should be treated. For good or bad, the USACE specifications leave no doubt how many days should be blocked out for weather – not including weekends and holidays. Contractors can not claim they thought it would only rain or snow on weekends!

Some State agencies use a methodology similar to the USACE. Last year I was teaching a highway contractor in Minnesota how to schedule projects using Primavera P6. Someone pulled out the specifications for an upcoming project. Glancing down to the weather provisions, I was not surprised to see that the Minnesota Department of Transportation expected contractors to block out 20 days for inclement weather in January beyond weekends and holidays. In case you are wondering, that wipes out the entire month! I was there in March and it was still below zero degrees in the morning. Winter work is nearly impossible outside unless you are ice fishing.

Sometimes, the contractor does not have to address inclement weather at all. The California Department of Transportation (CalTRANS) specifies contract durations in working days. As the project moves along CalTRANS tallies only the days the contractor is able to works. Bad weather days are not counted. As you might have guessed, this means the project end date shown in the baseline schedule assumes perfect weather and therefore is unlikely to be maintained.

Once we have established some sort of standard for normal weather, we can then move on to a strategy for incorporating this weather into the CPM schedule. Below are the three basic strategies that I use, in my order of preference:

I. Add Normal Weather to the Work Calendar

If the owner has already told me how many days of normal inclement weather to anticipate, it is logical to block out this number of days as if they were holidays. While it is not possible to distinguish a weather day from a holiday in Primavera P6, I try to put my weather days on any Tuesdays, Wednesdays and Thursdays to avoid Monday holidays like Labor Day, Memorial Day and Presidents Day. Obviously Thanksgiving is always on a Thursday but otherwise this works pretty well. NOAA data can even tell us which days of the month typically have the most precipitation if we want to find the best candidates for weather days. I also have a Project Notebook Topic I created in Primavera P6 called “Weather” that I use to list the weather days included in the schedule. This removes any doubt as to why these days were blocked out.

This approach does require two work calendars, however. One work calendar will be for the weather-sensitive work while the other will not include any weather days. After all, shop drawings are not affected by weather and there are usually some field activities that take place indoors. Otherwise the two calendars will probably share the same holidays.

At the end of the month, many schedulers like to replace the planned weather days with the actual weather days. This creates a historical record of when the inclement weather occurred. But actual weather days are presumably being tracked elsewhere so I consider this step to be optional.

II. Create a Contingency Activity for Normal Weather

I started using this strategy in the 1980s as a way to show early completion. The contractor would plan to finish the project early so we needed an activity to bridge the gap between the early completion milestone and the contractual completion milestone. Not all owners would accept the contractor’s right to finish early. In some cases the owner would issue a no-cost change order to modify the contract completion date. Basically, the owner was calling the contractor’s bluff. If the contractor figured he could finish early then why not make that the new contract completion date? Otherwise, the contractor might submit a delay claim based on not being able to finish the project early even though the owner never requested the earlier completion date.

On some projects the bid documents are held in escrow; if a delay claim is submitted the bid documents can be reviewed to see if the contractor based his overhead costs on the shorter project duration. A CPM schedule that shows early completion is often viewed with suspicion unless there is further proof. But in some cases the contract documents specify that early completion is not allowed. The contract effectively becomes a professional services agreement with a fixed time frame.

Normal inclement weather can also be treated as a contingency. The number of expected weather days are added up and inserted into an activity between early completion and contract completion. In this case, however, we are not really expecting to finish early; the contingency will disappear if the total amount of normal inclement weather is realized. During each update we reduce the remaining duration of the contingency activity by the number of actual weather days incurred. In theory, there will be no more weather days once the remaining duration reaches zero days. Otherwise, the contractor is entitled to a time extension.

Both the first and second strategies require an analysis to determine how many weather days are to be expected over the life of the project. Unless the number of weather days are specified in the contract there could be disagreements as to how many days should be included. A smaller number helps the contractor with delay claims while a bigger number protects the owner against the very same claims. Activity durations should be based on perfect weather, as normal weather is accounted for by either the calendar or the contingency.

III. Add Normal Weather to the Activity Durations

This is the oldest strategy and does not require as much effort as the other strategies. The contractor simply adds additional time to the activity durations based on the expected weather. I list this strategy last because it is nearly impossible to verify how much time was added for weather unless the contractor keeps detailed notes (such as using an Activity Notebook Topic in Primavera P6 to explain where the days were added). Moreover, the contractor needs to know what time of year each activity will take place before he can add the right amount of time. For this reason schedule logic is needed first so that the start and finish dates are reasonably accurate. But the reason I list this strategy last is that if an activity is delayed the added time for weather may now be too much or too little. Constant monitoring is required to ensure that activities have not moved into a time frame with different weather conditions.

Update: a member of the Association for the Advancement of Cost Engineering took exception to this third method after my original post was published. He felt this method should never be used and referred to the AACE’s Recommended Practice for addressing weather in a schedule. But he was missing the point. I have used this third method for years without any issues. Keep in mind that if the weather days are shown on the calendar or as a contingency activity the contractor has boxed himself into a corner. He cannot later claim he expected fewer normal weather days.

The contractor may very well want to give himself some “wiggle room” to clarify his understanding of normal weather once a dispute arises. And who can blame him if the owner does not specify the number of weather days either? The owner is legally responsible for any ambiguities in the contract documents. Conversely, if the contractor feels he has been treated fairly by the owner on all other matters, he may be willing to concede a few weather days that he otherwise felt entitled to claim.

Let’s use liquidated damages as an analogy. Liquidated damages clauses have been around for decades. A contractor is put on notice that a specific amount of money will be withheld by the owner for each day he is late. Liquidated damages are an approximation of the financial impact caused by the project being delivered late. As such, liquidated damages cannot (and are not required to) be proven. The contractor may think the liquidated damages are outrageous, but this is not a matter for negotiation.

Yet the same owner has no clue how many days should be included in the schedule for normal inclement weather? There are multiple sources of historical data to help him make this decision. So perhaps the owner wants a little “wiggle room” as well. He has the information necessary to make a decision; he just decided to leave the contract ambiguous. Shame on him.

The bottom line is that most construction contracts do not adequately address the definition of normal weather. AACE’s Recommended Practice is not the solution either since it still leaves this matter open to interpretation.

What is your favorite method of addressing inclement weather? I can be reached here.