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Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project? Shane Archibald, Managing Principal Archibald Associates & Spider Project USA SESSION FRI35

Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

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Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?. Session FRI35. Shane Archibald, Managing Principal Archibald Associates & Spider Project USA. Advanced Scheduling Concepts. In this session, we will - PowerPoint PPT Presentation

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Page 1: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Advanced Scheduling ConceptsSoftware can land an aircraft. Why can’t it plan a project?

Shane Archibald, Managing PrincipalArchibald Associates &Spider Project USA

SESSION FRI35

Page 2: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Advanced Scheduling Concepts

In this session, we will Review some significant advances in software and

computing capabilities… and how they came about Review what we think we know about scheduling…

and maybe learn otherwise Shift our way of thinking and take a giant step

forward Review some interesting and unique functionality in

a very special Scheduling tool

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The Evolution of Computers

Page 4: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

The Evolution of Computers

Page 5: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

The Evolution of Computers

Computers have never been good at finding answers to complex questions

The very best can only comprehend and answer simple, straightforward questions but still get them wrong nearly one third of the time

Search engines don’t answer a question–they deliver thousands of search results that match keywords

Are we satisfied? If so, then Why?

Page 6: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

IBM’s R&D Challenge

The grand challenge driving IBM’s project was to win on the game show Jeopardy!

The broader goal was to create a new generation of technology that could find answers in unstructured data

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IBM’s Answer

Watson

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Watson

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A Significant Step in Computing Evolution – IBM’s Watson

Fed mountains of information, including text from Commercial sources, such as the World Book Encyclopedia

Sources that allow open copying of their content, such as Wikipedia and books from Project Gutenberg

Page 10: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

A Significant Step in Computing Evolution – IBM’s Watson

Programed it to respond based on rank of findingsTested it in a mock game of Jeopardy!Failed miserably!

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A Significant Step in Computing Evolution – IBM’s Watson

Page 12: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Watson

They tried Again. And again. And failed each time.

Asked themselves how people learn and improve

The Paradigm Shift

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February 2011 – Success!!

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Watson – Early Lessons Learned

Why was the Team successful? Didn’t settle for existing “reality”

Stopped doing the same thing, expecting different results

Team asked themselves what the difference was between people and Watson

Understood a minor change in approach can lead to a significant change in outcome

What does all this have to do with Scheduling?

Page 15: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

IBM’s Watson – Relevant to Scheduling?

Traditional CPM Software Uses a single predefined formula; no heuristics

Uses heavy human intervention; no automated adjustments or changes

Results require significant analysis, validation & manual adjustments; “I’ll take it from there…”

Process is cumbersome, inefficient and inaccurate

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Cumbersome Process?

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Cumbersome Process?

Collect information and estimates (duration, effort, resource, cost, risk, etc.)

Enter into scheduling system, calculate, validate; plan and schedule produced!

Work

Update for progress, recalculate, validate

Analyze results and identify issues

Meet with team to mitigate issues; make decisions and new plans

Enter decisions / changes to schedule, recalculate, validate

Repeat …For the life of the project!

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Cumbersome Process?

What if we are talking about aircraft autopilot?

Collect information

Enter into system

Fly (for a second)

Update information for flight progress, recalculate forecast, validate

Analyze results and identify issues

Meet with team to mitigate issues; make decisions and new plans

Enter decisions / changes to flight controls, recalculate, validate

Repeat …For the life of the flight!

Page 19: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

What if we are talking about aircraft autopilot?

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What if we are talking about aircraft autopilot?

Page 21: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

What if we are talking about aircraft autopilot?

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Software Can Land an Aircraft!

But it needs the variables, rules, and algorithms to do so

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The Mechanics

Page 24: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

The Variables

Internal variables Elevator (Pitch)

Rudder (Yaw)

Aileron (Roll)

Flaps (Lift)

Ground & Air speed

Thrust

Gross weight

Drag / Friction

External variables Wind speed

Wind direction

Air pressure

Weather

Altitude

Destination (location, altitude, etc.)

Other aircraft

Other changes

Page 25: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

The Rules

Gross weight –– Air Speed

Air speed –– Flaps

Pitch –– Thrust

Drag –– Thrust

Etc…

Page 26: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

The Algorithm

If

Air Speed < X and Flaps < Y

Then

Increase Thrust until Air Speed => X

OR

Lower Flaps until Flaps => Y

Or…

Immediately measure again and repeat

Page 27: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

The Results

FAST response times

ACCURATE adjustments

REDUCED workload

Page 28: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Software Can Land an Aircraft!

If a computer can land a 450 ton aircraft full of human life with zero intervention, then why can’t it correctly re-sequence a few thousand activities and resources?

IT CAN!But it needs the variables, rules, and algorithms to do so

Page 29: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

The Challenge

How do we develop a

“Self-Correcting”Schedule?

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A Sample Exercise: Re-pave Roadway

Page 31: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Existing “Reality”

Standard Schedule Input for an Activity Duration

Logic

Resources

Cost

Baseline

*Timeframe (Calendar window)

Page 32: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Existing “Reality”

What are we trying to represent? Duration – Amount of work (and resource capacity)

Logic – Relationship to other work

Resources – People, Equipment & Materials used to complete that work

Cost – Cost of the work (and overall Spending Plan)

Baseline – Target of the work; success criteria

*Timeframe (Calendar window) – When the work will take place

Page 33: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Existing “Reality”

What are the maintenance requirements? Duration – Amount of work (and resource capacity)

Logic – Relationship to other work

Resources – People, Equipment & Materials used to complete that work

Cost – Cost of the work (and overall Spending Plan)

Baseline – Target of the work; success criteria

*Timeframe (Calendar window) – When the work will take place

Page 34: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Existing “Reality”

Page 35: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

A Sample Exercise

Are there opportunities for improvement??

Absolutely!

Page 36: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Remember the IBM R&D Team?

Page 37: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Shifting The Paradigm

Didn’t settle for existing “reality”

Stopped doing the same thing, expecting different results

Asked themselves what the difference was between human-decision and software-output processes

Understood that a minor change in approach could lead to a significant change in outcome

Page 38: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Let’s Think About This…

What are the Variables? What information do we, as a team and in a meeting, use

when determining the best current plan or solution?

What are the Rules? How do we, as a team, chose alternatives when tasked with

changing our plan?

What should the Heuristic algorithm target? The target is determined by the user

The algorithm is proprietary

Page 39: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

A Sample Exercise

Internal & ExternalVariables

Page 40: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Variables

Internal Variables those that are completely self-contained within the subject, are directly related and work together to achieve some result

External Variables IMPACT the Internal Variables in some way, shape or form

Page 41: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Our Challenge…

…Is to develop the Internal Variables and related Rules such that they react to impacts from External Variables without human intervention

Assumption: The Schedule “Activity” is the basic building block of a Schedule and will be our focus

Page 42: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

What are the Internal Variables of our Activity?

Unique characteristics

Timeframe

Effort (Hours)

Duration

Responsibility (Resources)

Cost to Complete the Work

*Scope of Work* (volume)

Page 43: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

What are the External Variables?

Labor Availability

Equipment Availability

Availability of Supplies & Materials

Space limitations

True Predecessors

Special Events

Weather or Season

Site Conditions

Target or Baseline

Management “preference”

Page 44: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

How do we Automate Internal Variables…

…So they

self-correctwhen something changes?

Page 45: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Primary Foundational Building Block

Volume

is an attribute of each activity, representing the amount of work to be done

Page 46: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Let’s Start SLOW, From The Top and Automate our Internal Variables

Unique characteristics

Timeframe

Effort (Hours)

Duration

Responsibility (Resources)

Cost to Complete the Work

Page 47: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Imagine…

What if we could wrap Rules around the activity, like… You should delay the work until the last minute

You cannot pause the work; it must be fully completed in a single pass

If Site A has standing water, you must remove that water before digging the trench

Page 48: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

We Will Have Automated…

Unique characteristics

Timeframe

Effort (Hours)

Duration

Responsibility (Resources)

Cost to Complete the Work

Page 49: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Imagine Complex Logic…

What if Logic could be used to represent complex relationships to other work, like…

You MUST do the work IMMEDIATELY following completion of predecessor Y

You can start the work as soon as predecessor X is 30 yards down the road but you cannot pass 50-yards until predecessor X is 10 yards from completion

If Z happens, then we need to do B, C, & D before A

Page 50: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

We Will Have Automated…

Unique characteristics

Timeframe

Effort (Hours)

Duration

Responsibility (Resources)

Cost to Complete the Work

Page 51: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Imagine that Resources…

…had unique

Productivity Valuesfor that type of work

Page 52: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Then Hours Required…

…would be the result of Volume of work divided by individual Resource Productivity

Hours = Volume / Resource Productivity

And

Duration = Hours / Resource Workday

Page 53: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Then Hours & Duration…

…Would be

Self-Adjustingbased on Resources Assigned

But we would still need to manually assign them

Page 54: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

We Will Have Automated…

Unique characteristics

Timeframe

Effort (Hours)

Duration

Responsibility (Resources)

Cost to Complete the Work

Page 55: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Imagine Resources…

…With attributes describing their specialized Skill

…That could be automatically assigned to activities based on Skill required

Page 56: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

We Will Have Automated…

Unique characteristics

Timeframe

Effort (Hours)

Duration

Responsibility (Resources)

Cost to Complete the Work

Are we there yet?

Page 57: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Imagine Resources With…

Specifichourly and overhead

Rates

Page 58: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

And…

Cost of the work was based on Forecasted hours and true rates of automatically

assigned “named” resources

Overhead costs were applied by hour or flat rate or quantity of material or use of equipment

Materials consumed by Equipment and was automatically applied

Page 59: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Then TOTAL Cost…

…Would be

automatically calculatedbased on the

specific Resource that has been

automatically assigned

Page 60: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

We Will Have Automated…

Unique characteristics

Timeframe

Effort (Hours)

Duration

Responsibility (Resources)

Cost to Complete the Work

Page 61: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

How Long…?

How long do you think it will take companies to develop software

that will let us use

Variables?

Page 62: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Actually… It’s already here!

Spider Project

Page 63: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Spider allows Multi-Resources too

Connect your Named Resources (e.g. Bricklayer, Bricks, Masonry, and Mixer) to create a multi-resource and make just a single assignment for brick work

Maybe you have multiple mixers and bricklayers…

Use Skills as part of your Multi-Resource to let Spider pick the best named resource for the assignment

Page 64: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Teams of Resources can be:

Assigned to activities so the activities will start only when the whole Team is available to work

…Or Resources can be described as “able to do the work” and the software would pick the “best” or available team to complete the work, make the assignment, calculate the costs, and consume the materials

Teams can consist of may different Resources, Equipment, Materials, Multi-Resources or Skills

Page 65: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Resource assignments can carry Rules such as…

“You MUST have at least 2 of this type of resource to start the task. You can have more resources but cannot exceed 5 at any given time during performance of the task due to space or other limitations”

Spider will start the task when it can find two resources that are ready to perform and will ADD up to three additional resources if and when they become available, to complete the task faster

Page 66: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Spider supports TRUE Risk Management Insert REAL Risk Events into your activity network

Attach Mitigation Plans to those Risk Events using conditional logic

Built-in Monte Carlo will consider these events and mitigation plans when calculating probabilities of success for At Complete dates and costs

Page 67: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Baseline values… Can be driven by confidence levels, which can be

driven by MC statistical analysis

Can easily compare values, in your schedule, ON YOUR SCREEN (and NOT in a 2,394 page text file!)

Can be easily updated

Page 68: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Spider supports the 3-Senarios Method Build Optimistic, Pessimistic, and Most Likely

schedules- Spider will automatically maintain synchronization from a single update

Provide the Pessimistic version to the owner or Client

Provide the Most Likely version to the Project Manager

…But drive the Team towards the Optimistic version

Page 69: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Algorithms are based on Heuristics

heu·ris·tic 4. Computers, Mathematics. pertaining to a trial-and-

error method of problem solving used when an algorithmic approach is impractical.

-dictionary.com

Page 70: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Schedule Optimization

Spider is the ONLY Project Management software that optimizes resource, cost, and material constrained schedules and budgets for projects and portfolios

Page 71: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Monte Carlo & Schedule Optimization

Spider is the ONLY Project Management software that properly runs Monte Carlo on Optimized Schedules

Page 72: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

Spider will search through multiple combinations of variables to automatically assign the best Resource(s) to each activity, based on:

Type of Resource(s) needed

Availability of the Resource(s), when the work takes place (NOT when the project is initially planned)

Total Cost to complete the work, based on the cost and productivity of the Resources in the pool

Or on speed to complete the work, based purely on the productivity of the resources in the pool

…Based on your personal choice

Page 73: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

With the push of a button you can run a heuristics-based algorithm that will search through various combinations of all those variables to find the optimal schedule to give us:

The shortest possible schedule?

The lowest possible Cost?

The greatest return on investment?

The quickest release of key Resources?

The most Payment Milestones by the end of the year?

What is your priority? What will it be tomorrow?

Page 74: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Spider Does!

…SO much more

Visit

SpiderProjectUSA.com

Page 75: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Conclusion

Paradigm Shifts ARE possible Don’t settle for existing “reality”

Stop doing the same thing, expecting different results

Ask yourselves what the difference is between human-decision and software-output processes

Understand that a minor change in approach can AND DOES lead to a significant change in outcome

Page 76: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Conclusion

Project Schedules can self-adjust if given variables, rules, and heuristic algorithms instead of static values and simple equations

Spider Project employs significantly advanced heuristic-based functions and algorithms to support

Dynamic Variable Scheduling

Page 77: Advanced Scheduling Concepts Software can land an aircraft. Why can’t it plan a project ?

Contact

Shane Archibald, Managing PrincipalArchibald Associates & Spider Project

USA

[email protected]

[email protected]