One of the key challenges that have always faced the capital construction industry is the talent drain. Many of the experienced project management team are either retiring or changing their career path. The Covid-19 pandemic has accelerated this trend especially in countries that depend on migrant resources who have either found employment back at their home countries or have started their own businesses. This means that the massive knowledge captured by those professionals over their many years of experience in delivering capital construction projects will be wasted. In other words, Junior project team members will not have access to this priceless knowledge and they have to go through the same lengthy doing mistakes and learning process of their predecessors.  

Machine learning can be used to create value from this knowledge and make it available for the project team members to better predict future outcomes from today’s results. For example, one of the most critical requirements of capital construction projects is to ensure that the quality of the inspected, verified, and approved work in place is accurate. Not only this is required to approve interim payment certificates but it is also required to ensure the quality, safety, reliability, and usability of the constructed building systems. The knowledge associated with the quality of work in place is captured in the business processes for technical submittals, non-conformance reports, work inspection requests, and defects reported during the defect liability period. Of course, there are other business processes that also contribute to the knowledge associated with work in place.The chart below shows the quality fulfillment process that is common to capital construction projects. It starts by ensuring that all technical submittal requirements are identified followed by the technical submittal for shop drawings, material samples, installation method statement, etc. The NCR is the business process used to identify actions that do not comply with what had been specified in the project and submitted for approval. The WIR is the process that will be used to verify that what was done is in accordance with what has been specified for the project. This will entitle the contractor to get paid for the work that had been inspected, verified, and approved. The last business process is used to capture defects for work that was approved and paid for. Those defects need to be analyzed as the organization might find it is necessary to update the WIR templates and even the project’s technical specifications to ensure that the causes of those defects are captured when the work in place was inspected.

To improve the useability of the data required for the machine learning training data, the captured data needs to be classified with the specification section that they are associated with. For example, the Construction Specification Institute (CSI) MasterFormat® provides a detailed technical specification structure that can be used to have a comprehensive classification system for workplace inspections, technical submittals, non-conformance reports, and defects reports. In other words, all Technical Submittals, WIR, NCR, and work defects templates should have a field for CSI specification. 

In addition, those templates should also have fields to capture other data variables that could have an impact on what is being reported. For example, the Work Inspection Request (WIR) template should include details of the contractor who has executed the works and the supervision consultant who have accepted the completed works. In addition, they need to include details of the weather condition on the date and time when the inspection was done, location of the inspected work, the criticality of the project schedule activity representing the inspected work, observations or remarks made by those who were involved in the inspection.

Another requirement for improved machine learning is eliminating the bias and variance in captured data. Having predefined checklists for all work to be inspected, issued nonconformance reports, and reported defects will not only ensure consistency in reported data but also ensure that the data is unbiased. Those checklists need to be aligned with the project’s technical specifications requirement as well as the contract subclauses that necessitate the issuance of a non-conformance report or reporting a defect. Eliminating the actions that could lead to bias and variance in captured data will improve the quality of predicted outcomes. A Project Management Information System (PMIS) like PMWeb can be used to create those templates with the required data fields. For example, for the Work Inspection Request (WIR) for “09 20 13 Ceramic Tiling”, PMWeb custom form builder will be used to create a template to capture all needed data. For example, the header will include the specification system, location, Work Breakdown Structure (WBS) level, schedule activity associated with the work to be inspected, date and time of the inspection, contractor or subcontractor who is responsible for the work in place, and other fields that could be needed. 

PMWeb 7 Schedules Forms WIR Ceramic Tiling Works

The WIR template will also include tables to capture the data associated with the material received, pre-installation requirements, and site preparation. For each category, there will be a predefined list of items that need to be inspected along with the document that provides the content or details of what to be inspected like for example Method Statement, Shop Drawing, etc. For each inspection item, the inspector needs to advise of what was inspected was compliant or not, when it was re-inspected after rectifying remarks and comments made on the inspection.

PMWeb 7 Schedules Forms WIR Ceramic Tiling Works

Another table will be created for capturing the details of the inspection done for the completed work in place. This can also be classified into the type of completed work, for example, if the ceramic tiling to done for walls or floors. For each inspection item, the inspector needs to advise of what was inspected was compliant or not, when it was re-inspected after rectifying remarks and comments made on the inspection.

PMWeb 7 Schedules Forms WIR Ceramic Tiling Works

For the templates of technical submittals, non-compliance reports, and reported defects, the checklist for each template will be in a different format than what was used for the Work Inspection Request (WIR) template as the details of what needed to be inspected and verified will differ. For example, for a non-compliance report, the template header will include the fields for the specification system, location, Work Breakdown Structure (WBS) level, schedule activity associated with the non-compliant work, date and time of issuing the NCR, contractor or subcontractor who is responsible for the work for which an NCR was issued and other fields that could be needed. In addition, it will include the fields for What is the main reason for the NCR or what went wrong, Why the work doesn’t meet specifications, what can be done to prevent the problem from happening again, Explanation of corrective action taken or to be taken and the NCR Corrective Action Detail. Although much of those data fields are usually common to NCRs, nevertheless, what makes this NCR different is the checklist of the Reasons that have led to Issuing the NCR. By having those reasons predefined, the risk of having biased and/or non-consistent data can be eliminated. Of course, the list of those reasons as well as the content of the other checklists created for technical submittals, work inspection requests, and reported defected will be developed by the experienced project team members who have the knowledge in performing those activities. Those checklists must also be aligned with the technical specification documents, bill of quantities, and subclauses of the contract agreement document.

PMWeb 7 PMWeb 7 Schedules Forms Non Compliance Report (NCR)

The data needed to improve the training data of the machine learning could also come from the data of other business processes. For example, there is the data that relates to project type, size, location, delivery method, entities involved, budget, duration, built-up area, number of floors, and others captured in the project module. In addition, there is the data from daily reports which will help to identify weather conditions, safety incidents, if there was stacking of trades, events that have disrupted work, or have a direct or indirect impact on the work to be inspected. To improve the reporting of the reported data in all these templates including the daily report template, the data needs to be classified with the specification section it relates to and location of the works.

PMWeb 7 Forms Daily Reports Contractors Daily Report

The transactions associated with the Technical Submittal, WIR, NCS, Reported Defects, Daily Reports and other business processes might have supportive documents that need to be associated with their relevant transaction. The attachment tab for each business process will be used to attach all those supportive documents. It is also highly recommended to add comments to each attached document to provide a better understanding of what was the document for. The attachment tab allows the user to also link other records for business processes implemented in PMWeb as well as associate URL hyperlinks with websites or documents that are not stored in the PMWeb document management repository. 

PMWeb 7 Portfolio Records Projects Boston Medical Center 

To enforce accountability for the data captured in the many transactions for each of the above-detailed business processes, the PMWeb workflow module will be used to create a workflow to formalize the review and approval tasks of those business processes. The workflow will map the sequence of the review and approval tasks along with the role or user assigned to the task, duration allotted for the tasks, rules for returning or resubmitting a document, and availability for each task. In addition, the workflow could be designed to include conditions to enforce the authority approval levels as defined in the Delegation of Authority (DoA) matrix.

PMWeb 7 Workflows Business Processes (BPM)

For the machine learning training data to be of value, it needs a massive volume of data to be captured. This requires making those business processes available for all projects that are managed by the organization. A platform like PMWeb enables capturing the complete ongoing and completed projects’ portfolio that an organization could have. 

PMWeb 7 Portfolio Records Projecs


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