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Project Lifecycle Based for Pre-Engineering Building Manufacturer

Problem as a glance

Usually, a new Pre-Engineering Building (PEB) project start by a Lead qualification from sales team, who need to gather requirements from the potential customers before sending back to technical team for solution design and estimation. The design & estimation materials are used after that to finalize the quotation and to negotiate the contract. After this step, and only after this step, the project can be considered as a "billed" project.

 

Thus, a well controlled process during the "unbilled" phase of the project is usually the key to make a project profitable or not. 

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Furthermore, for PEB Manufacturer who does not embrace a Digital Transformation journey, tasks realized manually are the main sources of human errors and project non-quality.

Our solution

To solve the problem, a solution for design phase alone like a BIM (Building-Information-Modeling) is not enough, as it cannot take into account the complexity of the Pre-Engineering Building manufacturing business.

Our INNOVE team has designed a solution based on the core of PEB business which is the collaboration project between customers, architects, builders and PEB makers.

The outcomes of our solution in term of Customer experience improvement are:

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Solution description

Listed below is the process flow for setting up a project.

  1. Project Template

Project Manager creates a Project Template. Then,

  1. Project Plan

A member of the Project Group creates a Project from a Template or from scratch and assigns the “Project Manager”.

Project Manager promotes the Project to the Active state.

Run the Daily Update to perform the following:

a. All Projects in Active state updates all Activities with a Scheduled Start Date<=today and State = Pending

b. Runs the Rollup which sets the status for the active Activities and WBS Elements

c. Populates the Phases with the WBS Elements status

  1. Assign work

Assignee opens Activity from In Basket, selects Update Activity and completes it.

  1. Construction Management

  2. Progress Tracking

Daily, Employees report the work progress through the system to the manager

  1. Progress Control

Project Manager, when all activities are complete promotes the Project to the

Complete state. Project Manager at any time, if a Project is not in the complete state, can promote the

Project to the cancelled state.

  1. Report

Upon completing production of each project, BoD & QC must held a meeting to summarize faced problems and then reach a consensus to provide solutions to avoid similar problems in next project.

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Template

Project Templates are used to provide a level of standardization for Program Management throughout the company. It enables the company to make sure that specific activities are done as part of the project. A Project Template is created and modified by a project manager and will be used by other project managers as a starting point for most projects. Project managers will create their own projects by selecting one of the project templates.

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WBS Elements

WBS (Work Breakdown Structure) Elements derive their information from Activities. You are not allowed to enter information directly into date fields, duration fields, and hour fields of WBS Elements. For example, Scheduled Start and Scheduled Finish are calculated from the list of associated activities. Attachments can be added, but they do not have Assignments, Time Record, or Tasks. They do however, have a Lifecycle.

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Activities

Once the WBS Element is created, Activities get attached to it. Activities are used to track work that is assigned to users. All Activities must have a user assignee to drive the lifecycle to the Complete state. Activities can have Tasks, Attachments and Time Records and can be used for resource planning reports. Each Activity has a duration set for completion.

Milestones

Milestones are used to track key dates or gates that are part of the project plan. Milestones also have users assigned to drive the Lifecycle to completion. The Duration of a Milestone is always 0. Just like an activity, the Milestone has tasks and attachments but is not used for resource planning.

Predecessor

When the WBS Elements, Activities and Milestones have been entered you can set the Predecessors. Predecessor is used to establish the Scheduled Start date of the Activities and Milestones. For example, when the schedule is run, the Scheduled Start date for the first activity will automatically be set to the same date as the start date of the project. The Scheduled Finish date for this first activity will be the Scheduled Start date calculated by the number of days set for the Duration. Weekend days will not be included in the calculation. If a Predecessor of 1 is set for the second activity, then it cannot begin until the first activity is finished. The Scheduled Finish date set for the second activity will be calculated the same way as the first, Start Date calculated by the Duration.

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Scheduling

When the Project is created using a template, the Scheduler takes the Start Date and End Date that was entered in the Header section of the Project, and calculates the Scheduled Start and Scheduled Finish based on the Predecessor and the Duration days set in the Template. This means that the Target start and finish date might not match the scheduled start an finish date. If however, the Project is being created without a template, the Scheduler does not have the Predecessor or the Duration information yet, so the Target and Scheduled start and finish dates will be the same and will adjust according when the Predecessor and Duration is entered.

Critical Path Method

When determining the project schedule it is very helpful to know which of the activities have flexible start and finish dates. By creating the diagram below you can work out the earliest start, earliest finish, latest start and the latest finish date for each activity.

Each square represents an activity. The numbers on top represent the earliest start day, duration and earliest finish date. The numbers below each square represent the latest finish day – duration = latest start day. The diagram works across the top numbers first, and then works back along the bottom numbers.

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