How to Prepare a Construction Schedule with a Template and Step-by-Step Instructions

Construction managers can choose from many types of construction schedules. A team may also use multiple scheduling methods for one construction project. By understanding the differences between scheduling techniques, you can choose the most appropriate method for your construction project.

Review the following methods for building an effective construction schedule and consider which approach might best suit the needs of your project or team:

• Critical Path Method (CPM):Estimate the total completion time of a construction project by identifying alldependent tasksin your timeline. These are tasks that a team cannot begin until another task is complete. When using the critical path method, managers can anticipate changes to the completion date when there is a speed-up or delay in any critical path activity.
  
  Learn more about how to use thecritical path method for construction projects in our comprehensive guide.
• Program Evaluation and Review Technique (PERT):Estimate the completion date of a construction project by factoring in optimistic, pessimistic, and most likely schedule forecasts. Managers start with a diagram of a building project, then use the PERT formula to weigh the most likely time estimate more heavily than the other two. This method reflects potential for the project to vary and is more sensitive to risk, which makes it especially helpful for one-of-a-kind or novel construction projects.
  
  Find templates and learn more about applying PERT to your projects with ourfull guide to PERT.
• Gantt Chart:Build a simple spreadsheet that lists each task needed to complete a project and tracks their progress over time. This document, called aGantt chart, allows you to update future activities and completion dates based on actual progress. Construction managers like Gantt charts because they allow for a quick, high-level assessment of overall progress and make it easy to spot problems and delays.
  
  Learn more about using Gantt charts and find helpful how-to videos with ourguide to the basics of Gantt charts.
• Line of Balance (LOB):Track actual progress against anticipated progress with aline-of-balancechart. This method is best for construction projects that involve repeated units of work, such as tall, multifloor buildings that require the same tasks for each floor. Using this method, managers can chart how long each repetition takes and predict the time needed to complete the remaining units. This method also helps managers adjust schedule forecasts as a team completes repeated tasks more quickly. This technique has limited value in projecting total duration of the critical path because it only takes into account the repeated tasks.
• Quantitative Scheduling:Schedule the use of materials and equipment at different locations in the most efficient way using thequantitativemethod. Also calledQ schedulingorqueue scheduling, this technique focuses on how the order of activities and the allocation of resources impact budget. This is a visual method that displays the quantity and duration of resources needed at different project locations at various times.
• Resource Scheduling:Prioritize efficient allocation of resources while also factoring in time, labor, funding, space constraints, and other important project details. There are two primary ways of dealing with resource constraints:Resource levelingallocates resources at a consistent level and adjusts the project schedule as a result. For example, rather than the crew working overtime, you would schedule workers for 40 hours every week and add weeks to the project.Resource smoothing, in contrast, prioritizes time constraints. In this case, you would either change project activities so that resource need does not exceed capacity or add more resources.
  
  Find more tips and tools with ourguide to resource scheduling.
• Last Planner System:Use a holistic Lean approach that accounts for all the moving parts of a construction project. A trademarked approach, Last Planner System divides projects into five stages of planning. Master planning involves building a construction schedule for the entire project. During phase planning, managers make detailed schedules for each project phase, whereas in weekly work planning, they make schedules that can be completed reliably each week. The make-ready and learning phases help managers anticipate constraints and reflect on areas of improvement as a project progresses.
  
  To learn more about the Last Planner System and other Lean techniques, see ourguide to Lean project management.
• Lookahead Planning:Prepare a project schedule that covers a short upcoming period, usually six weeks or fewer. As part of the make-ready phase of the Last Planner System, construction managers use a lookahead schedule to prepare for upcoming work. This process is usually incorporated into a weekly work plan.
• Master Schedule:Compile all high-level scheduling details for a construction project in amaster schedule. This comprehensive, easy-to-read document specifies the major deliverables, individualwork breakdown structureelements, and milestones for an entire project. Also called alevel one, management, integrated master,ormajor milestone时间表,总体计划通常是一个页面,includes a Gantt chart, and incorporates information from all aspects of the project.
• Milestone Chart:Summarize the major milestones of a construction project in a simple chart. Milestones are key events, deliverables, and important dates, rather than tasks or activities. Typical major milestones on a building project include permit approval, contract award, and final walkthrough.
• Schedule Baseline:Finalize and obtain approvals for a project schedule at inception that shows the targeted timeline for construction. By doing so, managers can have a basis of comparison for the actual progress that makes it clear when work is behind schedule. The baseline schedule does not update as the project progresses.

Findfree construction schedule templates, including residential and two-week schedules, in our comprehensive collection.

An accurate construction schedule is essential to a successful construction project, but building projects are complex, with dynamic conditions, task dependencies, and many participants. We’ve gathered advice from experts to help you prepare a construction schedule and avoid common pitfalls:

• Take the Full Scope of the Project into Account:
  
  Jim Brucatoadvis原则建设集团总裁es construction managers to look beyond the building process. Pre-construction activities such as site acquisition, procurement, financing, and permitting have significant impact on the schedule. Clients may also have scheduling constraints that managers need to consider. If, for example, the building owner is leasing an alternative location and must vacate on a certain date, that restriction may dictate certain design and material choices. “These factors can shape a project. Start by making sure you understand the overall project,” Brucato urges.
• Acknowledge Supply Chain Issues:Product shortages and shipping delays impact construction schedules. Brucato says that supply chain issues require schedulers to build in additional lag time for tasks that might not otherwise require it.
  
  Adam Mopsick, CEO of Amicon, notes that supply chain issues have more than quadrupled lead times for some items and made others impossible to acquire. For example, in early 2022, the lead time for steel joists was 45 weeks or more; in comparison, three years earlier, the lead time was 4 weeks, according to industry data. Delays affect everything from HVAC materials to elevators, lighting, roofing, windows, and kitchen equipment. To mitigate this issue, builders might buy materials sooner and store them on site, commit deposits earlier, find alternative products, look for local suppliers at higher cost, or change specifications. When tasks are dependent on the receipt of materials, you might face a compound effect on delays. Schedulers should factor in this risk as they prepare timelines for their construction projects.
• Collect Data Diligently:Seek updated price, availability, and lead time quotes from vendors for every material in your project. Subcontractors should also go through this process, so your schedule is based on current conditions. “Be extremely proactive. Take nothing for granted. Make a phone call for every line item in the budget,” Mopsick advises. Similarly, check task duration estimates and work sequencing with all participants in the construction process. This can expose problems early and help you avoid major complications down the road. Keep good records of past projects, so you can use that information as a basis for scheduling similar activities.
• Pay Attention to the Standard and Unusual Parts of Your Project:A project with out-of-the-ordinary elements can be tricky to schedule. Avoid roadblocks by identifying these elements early on and factoring potential delays into the schedule. Examples include unusual site conditions, such as building on wetland that requires environmental review, or using a public-private financing model, such as tax increment financing, explains Brucato. “These can be very fluid and can derail your schedule,” he says. On the other hand, the pace of certain tasks, such as installing drywall, is predictable and can act as a standard reference to back up estimates.
• Know the Region:Local factors, such as weather, building codes, permit review processes, labor availability, other construction underway, union contracts, and wage trends, all influence the schedule of a construction project. As your portfolio grows, you will gain expertise on factoring local conditions into your schedules. For example, Amicon is active in South Florida, so Mopsick’s team knows how to handle scheduling around hurricane season.

To create an accurate construction schedule, you need to know and understand every aspect of the project. This requires a thorough review of plans, specifications, budget, list of subcontractors, regulations on zoning and building codes, bill of materials, and procurement plans. Creating a work breakdown structure (WBS) will help you stay organized as you complete this process.

各种construction-specific应用程序d software that make scheduling easier are available. Spreadsheets in Excel or Google Sheets are also excellent options. Lean toward tools that project participants already know, and consider ease of use for construction stakeholders. Communication features, available templates, and scheduling functionality are important criteria to consider when selecting a project management tool for any construction project.

当起草最初的时间表,确保factor in task dependencies and includebuffers, extra time built into the schedule to account for unexpected delays. Add buffers to common sticking points, such as code inspections, and research seasonal or site factors that might influence the pace of work. By doing so, you can ensure that completion estimates are realistic before sharing your draft schedule with the client or stakeholders.

Tip:Mopsick says buffers will depend in part on the type of project and local conditions. Ask yourself whether the open date for this particular building is flexible or how long building permits take to acquire in this specific location. The best way to determine buffers is to review past projects with similar specifications.

Share the draft schedule with stakeholders and confirm the viability of the schedule. Make sure you document all communications for later reference and include the procurement and lead times of all tasks in the work-breakdown structure and Gantt chart. Note any project milestones that affect release of financing. Once finalized and approved, this document becomes the project schedule.

Your schedule and Gantt chart will evolve as the construction project progresses. Keep the schedule up to date. Even if delays occur, you may be able to prevent them from impacting the project completion date by reallocating resources or adjusting other phases in the schedule.

Tip:Mopsick recommends holding regular meetings with project participants and agreeing upon means of communication. Updates can be sent via email or notifications in the project management tool. Whatever the method, it is important that everyone knows how they will receive information.

1. Download the Commercial Construction Schedule Template for Excel. The template should automatically open in Excel.
2. Click cellB1and replace the project title with the name of your construction project.
3. Click cellB3 (Project Name) and type the name of the building.
4. Click cellD3(Project Manager)and type the name of the project manager.
5. Click cellG3(Start Date) and enter the date of the Sunday for the first week of the project. This will automatically populate the dates for each week in the columns to the right.

1. Click the first cell (C7) under theTask Namecolumn, delete the existing copy, and list the first work package from the work breakdown structure. Add each work package from the work breakdown structure to a row in theTask Namecolumn. In theWBScolumn, enter the number of each major component as it appears in the work breakdown structure.
2. Enter the subtasks for each work package in the Task Namecolumn. Subtasks are identified with the parent’s number and a numeric extension. For example, site surveying is 6.1 as a subtask of site preparation.

1. On the work package line, in this case Site Preparation, enter the start date in theStart Datecolumn.
   Enter the start and end date of the first subtask (Site Surveying) in the start date column using duration estimates and dependency information from your planning documents. Repeat for each subtask in a work package. TheDuration列自动计算的天数from the dates. You can use this to check your schedule against your estimates.
   
   Note:The template does not distinguish between working and nonworking days (such as the weekend). Durations may include nonworking days if holidays or days off fall in the middle of a task. This can be helpful if you find you need to bring in crews to work on days off to make up for delays. But this can also make durations appear longer or more variable than they are.
2. Enter the same end date for both the work package and the last subtask in the Finish Date column. In this example, the last subtask (Soil Compaction) is 1/28/25, so the finish date for (Site Preparation) should also be 1/28/25. TheDurationcolumn will show how long this stage is scheduled to last in its entirety.

1. In the Gantt chart to the right, locate the corresponding dates to those of the start and end times for each work package and subtask. Select the cells that match the duration of a task or work project, then click theFillicon in the ribbon and click a color.
2. In thePercentage Completecolumn, enter the percentage of each task that is finished by comparing days of work done to total estimated duration. The template will automatically shade a portion of the cell that reflects the percentage.
3. Click and drag the orange line to the current date so you can see your progress.

1. You can change colors, fonts, and other elements to suit your preferences by clicking theHometab, highlighting the element in question, clicking on the relevant button (color, font, cell formatting, etc.) in the ribbon, and selecting new options.
2. You can also click on a cell, right-click, clickFormat Cells, and choose new colors and other formatting options.
3. Click and drag the borders of a column to adjust the width.