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Features › Plans and publishing

Schedule quality checks

Schedule quality checks run 16 checks adapted from the DCMA 14-point assessment and give the schedule a score before you submit it.

Before you send a schedule to an owner or a DOT, run the schedule quality checks. They look for the problems a reviewer looks for (missing logic, hard constraints, stale progress and the like) and give the schedule a score. The checks are adapted from the DCMA 14-point assessment.

Where to find it

  • in the editor, Tools ▾ → Schedule quality checks…;
  • the Reports page: Schedule quality checks, then Open schedule quality checks…;
  • the Dashboard's Schedule checks card: Details….

The dialog is titled Schedule quality checks.

The score

The dialog marks each check PASS or FAIL and sums it up in its first line, for example 88% — 14 of 16 checks pass; its PDF and Copy report print the same line, under the project's name, the title and the dates. The same score is called Schedule checks wherever it appears: the Projects page's column, the Dashboard's tile and card, the Company page's projects table and a training course's Students table.

Checks whose inputs don't exist yet, such as the progress checks before you set a data date, don't count against you: they are left out of the score. Under the results, Not checked (7) lists each one with the reason it didn't run, for example Work missing a progress update — needs a data date or Unstaffed crew — no task lists a crew yet. The reasons:

CheckNot checked when
Invalid actual dates, Out-of-sequence progressthere is no data date and no task has an actual start or finish
Work missing a progress updatethere is no data date
Stale progressthe project isn't Active
Unstaffed crewno task lists a crew yet
Unfilled requirementsno task has bookings or equipment yet
Equipment with no crewno task needs equipment yet

Percentage checks measure remaining work, so completed work doesn't fail the audit. Click any check that shows a task count, or Tab to it and press Enter, to list the tasks behind it, and click a task to jump straight to it in the grid. The dialog opens with the keyboard's focus on the first failing check that lists tasks, else on Thresholds.

Each check in plain words

Logic

CheckWhat it looks for
Missing logicUnfinished tasks with no predecessor and no successor. The first start and the last finish are allowed.
Leads (negative lag)Links with a negative lag (a wait between linked tasks). A lead can hide the true logic.
Excessive lagsLinks with a lag longer than the limit. A cure time is fine; long lags hide scope.
Relationship typesLinks that aren't finish-to-start. A schedule full of start-to-start, finish-to-finish and start-to-finish links is harder to follow.

Constraints & float

CheckWhat it looks for
Hard constraintsUnfinished tasks pinned by a Must-Start-On or Must-Finish-On date, which overrides logic and can hide slippage.
High floatUnfinished tasks with more float (days a task can slip before it delays the finish) than the limit, often a sign of a missing successor.
Negative floatUnfinished tasks that can't meet a deadline or finish constraint on the current logic.
High durationUnfinished tasks with more remaining duration than the limit. Long tasks should usually be broken down.

Statusing

CheckWhat it looks for
Invalid actual datesAn actual start or finish after the data date: work can't have happened in the future.
Out-of-sequence progressTasks that started before their predecessors allow.
Work missing a progress updateWork under way that hasn't been updated as of the data date and, with a baseline, work the baseline expected to have started that shows no progress.
Baseline setWhether the project has an active baseline to measure against.
Stale progressTasks under way whose progress hasn't been updated for longer than the limit (Active projects only).

The first three apply once there is a data date (the first two also once any task has actual dates). See Progress tracking and the Projects page and Baselines and variance.

Resourcing

CheckWhat it looks for
Unstaffed crewUnfinished tasks with a ? crew entry: crew needed, nobody found. Applies once the project uses crew.
Unfilled requirementsUnfinished tasks whose crew or equipment still has an open slot. Applies once the project has equipment or assigned people.
Equipment with no crewEquipment planned with no crew line at all, so no trade is asked for to run it. A crew line still to be found (marked ?) still passes. Applies once the project has equipment.

A project with neither equipment nor assigned people scores exactly as it would without these last two checks. See Crew planning and Equipment on tasks.

Thresholds

The limits start at the DCMA values. Open Thresholds in the dialog to change them; Apply thresholds saves them with the project, so a district's agreed tolerances travel with it, and Reset to DCMA defaults puts them back.

Sharing the result

Copy report puts a plain-text summary on the clipboard for an email. PDF report produces a letterhead document titled "Schedule quality checks", with the project and company, the failures flagged in red and the tables of tasks behind them. It survives email: it is the submittal copy. Both end with the same Not checked list as the dialog, each check with its reason.

Who can use it

Anyone who can open the project in the editor. Field accounts don't see it. See Who can see and do what.

Describes Ganttry 1.15.0. Something wrong or missing? Tell us.