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3 Strategies for Weather in a Schedule

Categories: P6 EPPM, P6 Professional, P6 Tricks, P6 Web, Primavera P6
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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.


Dissolving vs Deleting P6 Activities

Categories: P6 EPPM, P6 Professional, P6 Tricks, P6 Web
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We all make mistakes, or perhaps the scope of work has changed, which leads to activities being deleted in the schedule. And most users will simply delete the unnecessary activities. This, however, often leads to open ends in the logic. After all, you might be deleting the only successor to another activity in the schedule, or deleting the only predecessor to another activity. To avoid this problem, I dissolve activities instead.

All of the current versions of Primavera scheduling software have the ability to dissolve activities: Primavera Contractor, Primavera P6 Professional, and Primavera P6 EPPM. But dissolving activities is nothing new, as Primavera P3 incorporated this feature many years ago. Regardless, many P3 users ignored the feature and continue to do so in the current programs.

So what exactly does “dissolve” do? Well, when you dissolve an activity its predecessors are linked to the successors of the dissolved activity. Say for example that Activity A precedes Activity B, which in turn precedes Activity C. Dissolving Activity B would result in Activity A becoming a predecessor to Activity C. In theory this should be an acceptable change to the logic, since Activity A was already an indirect predecessor to Activity C.

Here is an example of how the dissolving process works. In the screenshot below I have three activities, each with a duration of 5 days, linked together using Finish to Start relationships. So the total amount of time required for these three tasks in 15 days:

Dissolve Activity_1

 

In the next screenshot, I have highlighted Activity B and then right-clicked to select dissolve from the menu:

Dissolve Activity_2

 

Now that Activity B has been dissolved, Activity A is a predecessor to Activity C and the total amount of time has been reduced to 10 days:

Dissolve Activity_3

 

Easy as pie, unless I’m the one baking it. While it is always a good idea to check the Schedule Log for possible open ends elsewhere in the schedule, there should be no open ends as a result of dissolving activities.

Any questions? Feel free to contact me.

 


Time-saving Tricks in P6 You Must Use

Categories: P6 Professional, P6 Tricks, Primavera P6
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Primavera P6 will save you a boat-load of time while building a schedule if you know where to look. And since one of my most recent training clients actually builds commercial fishing boats I suppose the analogy is even more appropriate for them! While there are also several time-saving tricks for updating a schedule, today I am going to focus on the building of a brand new schedule. Here are my top five favorite P6 tricks based on 30 years of experience using Primavera software:

1. Fragnets

If we think of the entire schedule as being a network diagram then a fragnet is a sub-network. A fragnet may be just a few activities, or dozens. Traditionally we develop fragnets for two reasons: (1) to represent additional work that is not part of the original scope, or (2) to represent repetitive work in the original scope. In the baseline schedule the latter example is how we save time.

I have not truly built a baseline schedule from scratch for quite a few years because I am always copying part of the logic. The first floor logic is copied and used as the basis for the second floor. The northbound lanes are copied and used as the basis for the southbound lanes. Besides just copying a bunch of activities, however, we also need to consider how the Activity IDs can save us time.

P6 really wants us to use prefixes in our Activity IDs. In the Project Default settings we cannot leave the prefix for new activities blank, and why would we? Copying activities without the ability to assign new prefixes would frankly not be much fun. Let’s say that Activity ID FLR1_1000 is layout on the first floor of the building. When this activity is copied for the second floor the new prefix (FLR2) tells us the location while the original suffix  (1000) indicates the type of work.

Nearly always my prefixes are based on locations. I want the submittals to have the same prefix, the Stage 1 activities to have the same prefix, and so forth. Some schedulers use the prefix to indicate the type of work, but when I am adding relationships I want the activities in the same location to have the same prefix. Most of my activity relationships will be defined by proximity, not the type of work.

As an alternative, we can copy an entire section of the Work Breakdown System and paste it elsewhere. This has the added benefit of creating a new section in the WBS for the new activities while they are being pasted.

Before copying the activities it would behoove us to make sure the durations and logic are complete so that we can also copy this information as well. In most situations I do want to replicate the durations and logic. Any changes will likely be fairly minor.

The first step is to highlight the activities that are being copied and then paste them. I don’t worry too much about where they should be pasted right away. I may need to create a new WBS or Activity Code for the copied activities so that they stay grouped together.

In the screen shots below you can see what activity information I have chosen to copy and the new prefix I have selected for the Activity IDs:

Copy Activity Options

Renumber Activity IDs

 

2. Fill Down

There is no way I could live without Fill Down. It is so awesome! When we try to copy a value in P6 (such as a duration or a calendar) the entire row is copied – that is to say, the activity is duplicated. Which is what I just discussed previously. Fill Down, on the other hand, allows us to copy a single value from one activity to another (or several). Here are just a few of the data fields that Fill Down can copy:

  • Activity Code
  • Activity Name
  • Activity Type
  • Budgeted Units
  • Budgeted Cost
  • Calendar
  • Duration
  • Percent Complete Type
  • Primary Resource
  • WBS Code

The first step is to highlight the data field that should be copied and highlight the cells below using the Shift key on the keyboard. Then right-click and select Fill Down from the menu. (There is also a keyboard shortcut: Ctrl + E).

But what if we are trying to copy a data field to an activity that is above the current one. Guess what? Fill Down can fill up! All we have to do is use the Ctrl key on the keyboard rather than the Shift key. The Ctrl key also allows us to select non-adjacent cells – something that is not possible when using the Shift key.

In the screen shot below I am replacing the 5-Day calendar with the 5 Day with Holidays calendar:

Fill Down

 

3. Link Activities

Probably 80% or more of my activity relationships will be Finish to Start in a typical baseline schedule. Because of this, it is faster to make everything Finish to Start and then go back and change the ones that should be something else. This is called managing by exception and it is a huge time-saver. The alternative is to work on one relationship at a time and I have better things to do, such as drink wine and eat chocolate.

Like Fill Down, if we highlight the activities with the Shift key, Finish to Start relationships are added starting from the top row and working down. But if we use the Ctrl key to highlight the activities, the order in which we select the activities becomes the sequence. Regardless, the relationships being added are Finish to Start.

A lot of schedulers seem reluctant to use Finish to Start relationships but it is the most conservative way to schedule work. The more we overlap activities the more resources that are required. In theory, we can “beat” a schedule that primarily uses Finish to Start relationships. An overly aggressive baseline schedule built mostly on overlapping relationships has no fat to trim should we find ourselves behind schedule and not have anyone else to blame.

Grouping is very important when linking activities. It is much easier to select multiple activities when they are somewhat close together. This can be accomplished by giving them the same Activity Code, WBS Code or even the same Activity ID prefix. There are many times when I have not yet “coded” my activities but by sorting on the Activity ID column, the related activities align themselves perfectly.

In the screenshot below I have selected a group of activities to be linked. Since I used the Shift key it does not matter if I highlight them from the top-down or the bottom-up. The result is the same – P6 adds Finish to Start relationships starting at the top.

Link Activities

 

4. Assign the Same Predecessor or Successor to Multiple Activities

There are times when we want to assign the same predecessor or successor to several activities. For example, all submittals can typically start right after the Notice to Proceed so they share the same predecessor. In my larger schedules I often have a hundred or more submittals that need a predecessor. All I have to do is highlight the submittals in the Activity Table and then click on the Assign Predecessor button on the right-side menu (as seen below) and select my Notice to Proceed activity. This predecessor will then be assigned to all of the highlighted activities. Sure, I could link Notice to Proceed to one submittal at a time, but remember what I said about wine and chocolate?

Assign Predecessor to Multiple Activities

 

5. Schedule Automatically When A Change Affects Dates

When linking activities it only makes sense to let P6 calculate the activity dates each time we add or modify logic. Even changing the duration of a single activity with no predecessors or successors will trigger the calculation since the Finish date of the modified activity is obviously a different than before. There is no excuse for submitting a schedule that has not been calculated, yet many users forget to do this one last time after making a few last-minute tweaks.

In case you do not know where to find this setting, I have included a screenshot below. Note that the fourth box from the top is now checked:

Schedule Automatically When a Change Affects Dates

 

 

 

 

 

 

 

 

 

When updating a schedule, however, I turn off this feature. It gets a little technical as to why I do this, but the simple answer is that P6 may reject actual dates I am trying to input if the program is constantly recalculating dates on the remaining work. So this trick is only appropriate when building the initial schedule.

What are your favorite Primavera P6 tricks? Please email me.