Most contract specifications require the submittal of a narrative along with the standard Schedule Reports and electronic file. Part of the narrative typically includes a section that describes work accomplished during the previous reporting period.
Zümmer’s Comparison Reports:
1. [27] – Started Activities This Period;
2. [28] – Completed Activities This Period;
3. [31] – Actualization Report and;
4. [35] – Progress Data
…neatly provides documentation to develop and support the narrative.
In the illustration below, activities “D”, “E” and “F” started during the reporting period.
In the illustration below, activities “B”, “C” and “D” complete during the reporting period.
Zümmer’s Comparison Report [31] – combines started and completed activities. Since Activity “D” started and completed during the same update period, the Actualization Report contains only 5 entries.
Zümmer’s Comparison Report [35] – Progress Data – is used to identify those activities that have “Progressed” in the “Modified” Project when compared to the “Control” Project. In Zümmer, activities are said to have “Progressed” when any the following events occur:
1. An Actual Start is achieved;
2. An Actual Finish is achieved;
3. The Remaining duration of an ‘In Progress’ activity is reduced;
4. The Remaining duration of an ‘In Progress’ activity remains the same and the Percent Complete is increased.
It is important to note that other sources, experts, or organizations may define “Progress” based on varying criteria, however, in general, the above 4 conditions cover the vast share of events.
The Progress Data report does not include activities that are considered “non-progressive” revisions. In general, these include:
1. Added or Deleted Activities;
2. Changes to Original Duration without a reduction to Remaining Duration;
3. Increases to Remaining Duration;
4. Unchanged Remaining Duration without an increase to Percent Complete.
This report is particularly useful in documenting the Progress Only activities when creating or investigating “Half Step” schedule updates.
The Progress Data report combines the following Zümmer comparison reports:
[15] – In-Progress Tasks With Reduced Remaining Duration
[31] – Actualization Report (except for added activities)
[33] – Increased Percent Complete (where the Modified Remaining Duration is equaled to or greater than the Control Remaining Duration).
In the illustration below, activities shown are considered “Progressed” because:
- Line Item #1: Activity’s remaining duration decreased.
- Line Item #2: Activity has completed.
- Line Item #3: Activity has started.
- Line Item #4: Activity’s remaining duration has remained the same, yet the % Complete has increased.
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