schedule roll-DOWN / roll-UP techniques
Three levels of schedules, as listed below and defined will be generated:
· Management Summary Schedule (Level 1)
· Project Level Schedule (Level 2)
· Control Level Schedule (Level 3)
The project objectives outlined in the control-level plans are ultimately derived from the Management Summary Schedule (Level 1). This is accomplished with roll-down techniques. The Management Summary Schedule is ultimately statused from the control-level schedule. This is accomplished with the roll-up technique. A more detailed description of this fundamental process is outlined below.
Roll-Down
Level 1 – Management Summary Schedule
The Management Summary Schedule will be distributed to Fluor Daniel and Client Management monthly. Schedule variances will be used to identify potential problems / opportunities, allowing time to take appropriate actions. Characteristics of the Management Summary Schedule include:
· Statused and issued to management on a monthly basis
· Contains 1 to 2 pages
· Outlines key project milestones and activities
¯
Level 2 – Project Level Schedule
The Project Level Schedule is the key baseline schedule for the project. Characteristics of the Project Level Schedule include:
· Is Resource-loaded and EPC-integrated logic diagram that reflects the complete project scope of work
· Aligns with the project WBS
· Identifies intermediate level milestones and activities
· Is used by Project / Site Management and line management to control the project
· Is used to generate 30-, 60-, 90-, and 120-day “look ahead” schedules to support material management planning
¯
Level 3 – Control Level Schedule
The Control Level Schedule is a continuously updated document used at the Foreman level to support the execution of the work. Some characteristics of a Control Level Schedule are:
· Is identified by drawing and sub-dividing into work activities
· Is developed to support “work packaging” of construction activities
Example
Dwg #10-1001 / Vessel 101 foundation
– Install forms
– Place concrete
– Strip forms
– Rub and patch
Roll-Up
Level 1 – Management Summary Schedule
· Is statused and issued to management on a monthly basis
Level 2 – Project Level Schedule
· Receives detail status from a Control Level Schedule
· Is updated with input from Engineering and Procurement
· Provides roll-up status to Management Summary Schedule
Level 3 – Control Level Schedule
· Provides ongoing status at detail level by foreman and verified by Project Controls group
· Provides roll-up status to intermediate activities in the Project Level Schedule