PERT scheduling consists of six major steps:
- Step1 & Step2:
Steps one and two begin with the project manager laying out a list of activities to be performed and then placing these activities in order
of precedence, thus identifying the interrelationships. These charts drawn by the project
manager are called either logic charts, arrow diagrams, work flow, or simply networks.
The activity time is not
identified, and neither is the critical path.
- Step3:
Step three is reviewing the arrow diagrams with the line managers (i.e., the true
experts) in order to obtain their assurance that neither too many nor too few activities are
identified, and that the interrelationships are correct.
- Step4:
In step four the functional manager converts the arrow diagram to a PERT chart by
identifying the time duration for each activity. It should be noted here that the time estimates
that the line managers provide are based on the assumption of unlimited resources because
the calendar dates have not yet been defined.
- Step5:
Step five is the first iteration on the critical path. It is here that the project manager
looks at the critical calendar dates in the definition of the project’s requirements. If the
critical path does not satisfy the calendar requirements, then the project manager must try
to shorten the critical path using methods explained in Section 12.3 or by asking the line
managers to take the “fat” out of their estimates.
- Step6:
Step six is often the most overlooked step. Here the project manager places calendar
dates on each event in the PERT chart, thus converting from planning under unlimited
resources to planning with limited resources. Even though the line manager has given you
a time estimate, there is no guarantee that the correct resources will be available when
needed. That is why this step is crucial. If the line manager cannot commit to the calendar dates, then replanning will be necessary. Most companies that survive on competitive
bidding lay out proposal schedules based on unlimited resources. After contract award,
the schedules are analyzed again because the company now has limited resources. After
all, how can a company bid on three contracts simultaneously and put a detailed schedule
into each proposal if it is not sure how many contracts, if any, it will win? For this reason
customers require that formal project plans and schedules be provided thirty to ninety days
after contract award.