TECHNICAL SPECIFICATION OF RDCPM
STANDARD |
Historical Setting The Critical Path Method (CPM) of planning and scheduling, and related methodologies was developed in the mid to late 1950s. The earliest methodologies fell into two main camps. The first was initially called the Kelley-Walker Method, then the Critical Path Method (CPM) and yet later the Activity-On-Arrow Method (AOA) to distinguish from newer variants, and yet later still the Arrow Diagramming Method (ADM) or variant of CPM as a more easily remembered acronym. The second was Program Evaluation Review Technique (PERT.) In the late 1950s and early to mid 1960s a new variant of CPM was developed which was initially named the Arrow-On-Node Method (AON) and later renamed the Precedence Diagramming Method (PDM) or variant of CPM. A number of variants and extensions of the traditional or ADM variant of CPM and a somewhat larger number of variants or extensions of the PDM variant of CPM have been introduced over the years as well as several variations or extensions of the PERT methodology. These variations or extensions have the effect of allowing the same data input to the CPM or PERT methodology to have differing output or outcomes calculated by such slightly differing methodologies. The Relationship Diagramming Method (RDM) or variant of CPM was developed in 2005 by Fredric L. Plotnick of the Commonwealth of Pennsylvania of the United States of America. In an effort to prevent a similar balkanization of variants of RDM, Mr. Plotnick has created a standard that will hopefully be embraced by all who desire to implement the RDM variant of CPM. While use of the standard is available to all, claims to be compliant with the standard and use of the RDCPM Certified Mark are restricted to those who have been given such permission by the holder of the Certification Mark.
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Technical Standard Required Data Fields for Technical Standard Commentary Upon Required Data Fields 1. The RDCPM Standard requires that the Relationship Diagramming Method (hereinafter “RDM”) variant of CPM include logic networks composed of three elements, namely events, activities restraints (hereinafter “activities”) and logic restraints (hereinafter “restraints.”) 2.
Events are elements of the logic network that have a null
duration and represent a point in time. 2.1.
An Event may occur independent of an Activity, or at the start of an
Activity, or at the finish of an Activity or within an Activity. 2.2. Mandatory Code Fields required available for data entry: Events shall be capable of being assigned by the user a date or time of Actual Occurred (“AO.”) 2.3. Mandatory Code Fields to be calculated: Events shall be capable of being assigned by calculation a time or date of Early Occurred (“EO,”) Late Occurred (“LO”) and Junior Late Occurred (“JLO.”) Events shall be capable of being assigned by calculation a duration of Total Float (“TF”) and Junior Total Float (“JTF.”) 2.4. A logic network may have one or more Events that do not have a predecessor; however, these shall be highlighted as being “open ends.” A logic network may have one or more Events that do not have a successor; however, these shall be highlighted as being “open ends.” 3.
Activities are elements of the logic network that have a
positive duration and represent a definable scope of work having a definable
duration and progressing from a preceding Event to a succeeding Event. 3.1. An Activity shall start at an i-Event and end at a j-Event, and progress from the i-Event to the j-Event. 3.1.1. Every Activity shall be preceded by an Event, to be known as an “i-Event,” and considered part of that Activity. An i-Event may be immediately followed by either an Activity or by a “SS,” “SF,” “SR” or “SP” Restraint. An i-Event may be immediately preceded by “FS,” “SS,” “PS” or “RS” Restraint and may not be immediately preceded by an Activity. 3.1.2. Every Activity shall be succeeded by an Event, to be known as a “j-Event,” and considered part of that Activity. A j-Event may be immediately followed by a “FS,” “FF,” “FR” or “FP” Restraint and may not be immediately followed by an Activity. A j-Event may be immediately preceded by a “FF,” “SF,” “PF” or “RF” Restraint and may not be immediately preceded by another Activity. 3.2. An Activity shall be capable of being subdivided into two or more smaller activities of a more detailed definition and each having a duration from from a preceding Event to a succeeding Event. 3.2.1. An Activity may be split by one or more Events, each to known as a “k-Event,” and considered part of that Activity. A k-Event may be immediately followed by a “PS,” “RS,” “PF” or “RF” Restraint and may not be immediately followed by another Activity. A k-Event may be immediately preceded by a “FR,” “FP,” “SR” or “SP” Restraint and may not be immediately preceded by another Activity. 3.3. Mandatory Code Fields required available for data entry: Activities shall be capable of being assigned by the user an Original Duration (“OD,”) Remaining Duration (“RD,”) Percent Complete of Duration (“PCT,”) Fraction Complete of Duration (“##/##”,) a time or date of Actual Start (“AS”) and a time or date of Actual Finish (“AF.”) Activities shall be capable of being assigned by the user a Specified Actual Duration (“sAD”) that will override the calculated Actual Duration (“AD.”) 3.4. Mandatory Code Fields to be calculated: Activities shall be capable of being assigned by calculation a time or date of Early Start (“ES,”) Early Finish (“EF,”) Late Start (“LS,”) Late Finish (“LF,”) Junior Late Start (“JLS”) and Junior Late Finish (“JLF.”) Activities shall be capable of being assigned by calculation an Actual Duration (“AD”) based upon the calendar of the subject Activity and a Calendar Independent Actual Duration (“cAD”) based upon a calendar not having non-work periods of time. Activities shall be capable of being assigned by calculation a duration of Total Float (“TF,”) Junior Total Float (“JTF,”) Free Float (“FF”) and Independent Float (“IF.”) 3.5.
Durations of Activities are units of time during which work is to be
performed. 3.5.1. An Original Duration (“OD”) shall be capable of being user designated or calculated from user designated resource requirements, availability and productivity data. 3.5.2. A Remaining Duration (“RD”) shall be capable of being user designated or calculated from a user designated percent complete (“PCT”) or fractional complete (“##/##,”) or may be designated to be calculated based upon the passage of time from a user designated actual start date. 3.5.3. An Actual Duration (“AD”) shall be capable of being calculated from user designated start and finish times (or dates) or being user designated to adjust for days not worked between the user designated start and finish times. 3.6. Mandatory Code Fields required for calculation: An Activity shall be capable of being coded to indicate how the duration of the Activity will be defined and used in calculations as herein provided: 3.6.1. Durations shall be capable of being recorded or calculated based upon a calendar individual to an Activity, a calendar individual to one resource, calendars individual to two or more resources or to a calendar of the common times or dates of availability of two or more resources. 3.6.2. Durations of Activities shall be capable of being user designated as being interruptible or continuous. 3.6.3. Remaining Durations of Activities shall be capable of being user designated as being based upon measured progress or upon the passage of time from a user designated actual start time (or date). 3.6.4. Remaining Durations of Activities based upon measured progress that have been Started-Out-Of-Sequence shall be capable of being user designated as being measured from: 3.6.4.1. the calculated early start based upon the network logic, even if such should cause a continuous activity duration to be interrupted (this recognized as being the Retained Logic method,) 3.6.4.2. the data date, ignoring the network logic for all subsequent calculations (this recognized as the Legacy Progress Override method,) 3.6.4.3. the data date, retaining the network logic to calculate the early finish of the activity as the later of the data date plus duration or the calculated early start based upon the network logic plus duration (this recognized as the Modified Progress Override method.) 3.6.5. Remaining Durations of Activities based upon passage of time from a user designated actual start time that have been Started-Out-Of-Sequence shall be capable of being user designated as being measured from: 3.6.5.1. the calculated early start based upon the network logic, even if such should cause a continuous activity duration to be interrupted (this recognized as being the Retained Logic method,) 3.6.5.2. the recorded actual start time (or date,) ignoring the network logic for all subsequent calculations (this recognized as the Legacy Progress Override method,) 3.6.5.3. the recorded actual start time (or date,) retaining the network logic to calculate the early finish of the activity as the later of the data date plus duration or the calculated early start based upon the network logic plus duration (this recognized as the Modified Progress Override method.) 4.
Restraints are elements of the logic network that may have a
null duration or positive duration and represent a relationship from one
Event to another Event. 4.1. Mandatory Code Fields required for calculation: Restraints shall be capable of being assigned by the user an Lag Original Duration (“LOD,”) Lag Remaining Duration (“LRD,”) Percent Complete of Lag Duration (“LPCT,”) Fraction Complete of Duration (“##/##”,) a time or date of Actual Start (“LAS”) and a time or date of Actual Finish (“LAF.”) Restraints shall be capable of being assigned by the user a Specified Actual Duration (“LCD”) that will override the calculated Actual Duration (“LAD.”) 4.2. Mandatory Code Fields to be calculated: Restraints shall be capable of being assigned by calculation a time or date of Early Start (“LES,”) Early Finish (“LEF,”) Late Start (“LLS,”) Late Finish (“LLF,”) Junior Late Start (“LJLS”) and Junior Late Finish (“LJLF.”) Restraints shall be capable of being assigned by calculation an Actual Duration (“LAD”) based upon the calendar of the subject Restraint and a Calendar Independent Actual Duration (“cLAD”) based upon a calendar not having non-work periods of time. Restraints shall be capable of being assigned by calculation a duration of Total Float (“TF,”) Junior Total Float (“JTF,”) Free Float (“FF”) and Independent Float (“IF.”) 4.3. Durations of Restraints are units of time: 4.3.1. that must pass between the occurrence of the Event at the start of the Restraint until the Event at the finish of the Restraint, to be designated as a Passage-type Restraint, or 4.3.2. during which work of the Activity referenced by the restraint is to be performed , to be designated as a Performance-type Restraint. 4.4.
For a Passage-type Restraint, a Lag Original Duration (“LOD”) is an
estimate of the period of time that must pass between the occurrence of the
Event at the start of the Restraint until the Event at the finish of the
Restraint. 4.5.
For a Progress-type Restraint, a Lag Original Duration (“LOD”) is (1)
an estimate of a portion of the duration of the Activity preceding the
Restraint that must be completed prior to the occurrence of the Event
succeeding the Restraint, or (2) an estimate of a portion of the duration of
the Activity succeeding the Restraint that cannot start (or continue) until
the occurrence of the Event preceding the Restraint. 4.6. Mandatory Code Fields required for logic verification and calculation: A Restraint shall be capable of being coded to indicate the reason why it is included in the logic network by two code fields to be named the “Reason” code and the “Why” code. The reason why the restraint is included in the logic network may also be more fully described in the Restraint description as provided above. 4.6.1. The “Reason” code for Restraints shall be user designated as being either a “P,” “J” or “R” restraint. Restraints may also be designated as a “L” restraint as a result of the calculation algorithm.
4.6.1.1.
The “P” restraint represents a physical dependency between Events or
Activities.
4.6.1.2.
The “J” restraint represents a physical dependency between Events or
Activities where it is desired that the immediate predecessor (and
predecessors thereof) be finished in time so as not to delay the early
occurrence or start of the successor Event or Activity.
4.6.1.3.
The “R” restraint represents a resource dependency between Events or
Activities where the successor could otherwise occur or start earlier if
additional resources were available.
4.6.1.4.
The “L” restraint represents a resource dependency between Events and
Activities that has been added by application of a leveling algorithm or
routine. 4.7. Mandatory Code Fields required for defining the logic between Events and Activities and calculation: A Restraint shall be capable of being coded to indicate the appropriate Event at the start, finish or within an Activity, or independent Event, from which and to which the restraint connects, and to indicate the appropriate lag duration, if any, between these events. 4.7.1.
The “FS” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.2.
The “SS” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.3.
The “PS” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.4.
The “RS” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.5.
The “FF” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.6.
The “FR” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.7.
The “FP” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.8.
The “SF” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.9.
The “SP” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.10.
The “SR” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.11.
The “PF” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.12.
The “RF” restraint represents the predecessor Event must occur before
the successor Event may occur. 4.7.13.
The “CT” restraint represents that the predecessor Event and
successor Event are in fact the same Event, and that the preceding Activity
and succeeding Activity are to be performed contiguously and continuously,
subject to the calendars of the Activities. 4.7.14.
The “CC” restraint represents the Activity following the successor
Event is to be performed concurrently with and not independently of the
Activity following the predecessor Event. 4.7.15.
The “DS” restraint represents a combination of the “SS” and “FF”
restraints, each having the same lag duration. 4.7.16.
The “DP” restraint represents a combination of the “PS” and “RF”
restraints, each having the same lag duration. 4.7.17.
The “DR” restraint represents a combination of the “RS” and “PF”
restraints, each having the same lag duration. 4.7.18.
PR, PP, RR and RP restraint types shall be recognized as valid but
that shall not be supported by the Standard as each requires two lags
(performance of predecessor and successor) but instead may be implemented by
a PS (or RS) restraint from a predecessor Activity to an e-node
Event and then from that Event a FR (or FP) restraint to the successor
Activity. 4.8. Mandatory Code Fields required for calculation: A Restraint shall be capable of being assigned, by calculation, a Relationship Code to indicate how user defined code fields differ from the Events and Activities preceding and succeeding the Restraint. 4.8.1. For comparison of user defined code fields that are alphanumeric, and logical (“T/F”) the choices shall be null (or empty,) equal (“=”) or not equal (“≠.”) 4.8.2. For comparison of user defined code fields that are numeric, dates or resource units, the choices shall be null, equal (“=,”) not equal (“≠,”) less than (“<”) or more than (“>.”) 4.9. Mandatory Code Fields required for calculation: A Restraint shall be capable of being coded to indicate how the duration of the Restraint will be defined and used in calculations as herein provided: 4.9.1. For a Passage-type Restraint: 4.9.1.1. Durations shall be capable of being recorded or calculated based upon a calendar individual to a Restraint, or to the calendar of the predecessor or successor Activity or Event to the Restraint. 4.9.1.2. Remaining Durations of Activities that have been Started-Out-Of-Sequence shall be capable of being user designated as being measured from: 4.9.1.2.1. the calculated early start based upon the network logic, even if such should cause a restraint duration to be interrupted (this recognized as being the Retained Logic method,) 4.9.1.2.2. the recorded actual start time (or date,) ignoring the network logic for all subsequent calculations (this recognized as the Legacy Progress Override method,) 4.9.1.2.3. the recorded actual start time (or date,) retaining the network logic to calculate the early finish of the Restraint as the later of the data date plus duration or the calculated early start based upon the network logic plus duration (this recognized as the Modified Progress Override method.) 4.9.2. For a Progress-type Restraint: 4.9.2.1. Durations shall be recorded or calculated based upon the calendar or the Activity referenced by the Restraint. 4.9.2.2. Remaining Durations of Activities that have been Started-Out-Of-Sequence shall be measured based upon the Started-Out-Of-Sequence option chosen for the Activity referenced by the Restraint. 5.
Notation: The approved notation must
provide the ability to depict:
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Example of Approved Notation:
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