In the early 1980s we had to present the two-week lookahead schedule during the weekly progress review meetings. The two-week lookahead schedule which was based on the latest updated level 4 schedule required the Contractor to detail the activities that are planned for the upcoming two weeks. The first week would list all confirmed activities that will be either started, progressed, or completed whereas the second week would list all tentative activities to be started, progressed, or completed. For each activity, there was a need to assign the project team member who will be responsible for the activity as well as the expected completion date. During the meeting, the assigned project team members will confirm if there are any obstacles or approvals that could impact the progress of the confirmed activities. The two-week look ahead report will also list all activities during the elapsed week.
Using Project Management Information System (PMIS) that has both Scheduling and Kanban Activity Board capabilities like PMWeb would have a great positive impact on the weekly progress review meetings. PMWeb will digitally transform this process to improve the collaboration and visualization of tasks that need to be performed. This is even more demanding nowadays with the constraints on meetings in-person imposed by the Covid-19 pandemic which might become the standard practice in doing business.
Although its highly recommended that Contractors develop their integrated project schedules at level 5 instead of the common practice of level 4 schedules, PMWeb allows importing the updated project schedule regardless of if it was level 4 or level 5. This enables the generation of the two-week lookahead report, which will include the date filters to select the activities that are either planned to start, complete on continuing progress in the next two weeks. The report will also the activities that have progressed or were completed in the past two weeks period.
Those activities will be used to update the PMWeb activity board by moving completed tasks to the “Completed” group as well as additional activities that are confirmed to progress in the next week in the “Confirmed” group while those are planned to progress in the second week to the “Tentative” group. Each activity will be assigned a responsibility to complete and the completion due date.
To maintain track of what is discussed in each progress meeting, the Activity Board manager will copy the last week’s board and update it with the new activities as well as moving completed activities to the “Completed” group. All this will be done by drag and drop the activity card to the intended group. The activity board will also have a group called “Planned” which will include a copy of the two-week look ahead report generated from the PMWeb Schedule module.
To improve the visualization of the tasks included in the two-week lookahead activity board, color tags will be assigned to each activity card. Those will be Green for activities with float, yellow for near-critical activities, and red for critical activities. In addition, a color tag can identify the progress status of each activity where Blue will be for activity in progress and purple for completed activities. Attaching a progress photo of each activity card, either in progress or completed, provides a better understanding of the site progress to those who have access to the two-week activity board.
Detailed description can be added to each activity that needs to be executed including the option to break down each activity into sub-tasks with assigned responsibility and completion due date. In addition, comments by added on each task by the project team members who have access to the Activity Board. Documents including drawings, pictures, videos, among others can be attached to the task. In addition, links to other related PMWeb business processes like work inspection requests (WIR), permits to work, non-compliance reports (NCR), submittals, and others can be added to each task. Project team members can like comments made, documents attached, links added, as well as the task as a whole.
The Activity Board manager can invite the team members who need to be part of the two-week lookahead progress reporting. PMWeb will be used to create an invitation email to be sent to those project team members. The email invitation has few settings that the Activity Board manager can define. These include, for example, Give Users Edit Right, Subscribe Users to be Alerted when Activities or Tasks happen on the Activity Board, Send Email Notification with or without a hyperlink to the Activity Board.