Practical project management : for building and construction

314 Pages·2012·10.645 MB·English

by  Ottosson, Hans

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Business & Management / Project Management
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Practical Project Management for Building and Construction covers the S
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14 knowledge areas of project management that are essential for successful O
projects in the construction industry. For each knowledge area, it explains the N
processes for scope, time, risk, cost, and resource management. Filled with work
and process flow diagrams, it demonstrates how projects progress throughout P PRACTICAL PROJECT
the project life cycle. R
A
MANAGEMENT
The book details the processes that must be included in the management process
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to deliver projects on time and within budget. The processes and knowledge areas
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described reference the ISO 10006 Standard (guidelines for quality management
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in projects), the international project management standards of the PMBOK® C FOR BUILDING AND CONSTRUCTION
Guide, and the rapidly emerging ISO 21500 standard. Coverage includes change
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management, working environment, quality and communication, and procurement
L HANS OTTOSSON
management. Illustrating the entire project process, this pioneering reference:

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• Reports on regulations from the European Union and the United States R
that impact construction projects
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• Identifies the knowledge areas a project manager must control
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• Examines time-tested strategies, various types of contracts, E
remuneration forms, and contract close out C
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• Includes many examples and templates to help you generate
essential project documents M
A
The book supplies accessible infor mation on a range of helpful tools such as work
breakdown structure and earned value. Explaining how to use a network diagram N
with its gaps and critical paths, the methods described in the text will help you A
control the WHAT, HOW, and WHEN to do things as well as WHO is responsible
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for doing them, which will lead to successful project management. Because a
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large part of the book addresses general proj ect management concepts, the
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lessons learned will also be helpful to project managers outside the building and
construction industry.
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N
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K14272
ISBN: 978-1-4398-9655-6
90000
www.crcpress.com 9 781439 896556
www.auerbach-publications.com
K14272 cvr mech.indd 1 6/6/12 11:53 AM

PRACTICAL
PROJECT
MANAGEMENT
FOR BUILDING AND CONSTRUCTION
ESI International Project Management Series
Series Editor

J. LeRoy Ward, Executive Vice President
ESI International, Arlington, Virginia
Practical Project Management for Building and Construction
Hans Ottosson • 978-1-4398-9655-6
Project Management Concepts, Methods, and Techniques
Claude H. Maley • 978-1-4665-0288-8
PgMP® Exam: Practice Test and Study Guide, Third Edition
Ginger Levin, and J. LeRoy Ward
978-1-4665-1362-4
Program Management Complexity: A Competency Model
Ginger Levin, and J. LeRoy Ward
978-1-4398-5111-1
Project Management for Healthcare
David Shirley • 978-1-4398-1953-1
Managing Web Projects
Edward B. Farkas • 978-1-4398-0495-7
Project Management Recipes for Success
Guy L. De Furia • 978-1-4200-7824-4
A Standard for Enterprise Project Management
Michael S. Zambruski • 978-1-4200-7245-7
Determining Project Requirements
Hans Jonasson • 978-1-4200-4502-4
The Complete Project Management Office Handbook, Second Edition
Gerard M. Hill • 978-1-4200-4680-9
Other ESI International Titles Available
from Auerbach Publications, Taylor & Francis Group
PMP® Challenge! Fourth Edition
J. LeRoy Ward and Ginger Levin
978-1-8903-6740-4
PMP® Exam: Practice Test and Study Guide, Seventh Edition
J. LeRoy Ward
978-1-8903-6741-1
The Project Management Drill Book: A Self-Study Guide
Carl L. Pritchard
ISBN: 978-1-8903-6734-3
PRACTICAL
PROJECT
MANAGEMENT
FOR BUILDING AND CONSTRUCTION
HANS OTTOSSON
Cover design: Tobias Lindqvist Ottosson
CRC Press
Taylor & Francis Group
6000 Broken Sound Parkway NW, Suite 300
Boca Raton, FL 33487-2742
© 2013 by Taylor & Francis Group, LLC
CRC Press is an imprint of Taylor & Francis Group, an Informa business
No claim to original U.S. Government works
Version Date: 20120522
International Standard Book Number-13: 978-1-4398-9656-3 (eBook - PDF)
This book contains information obtained from authentic and highly regarded sources. Reasonable efforts
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Contents
The Author ..........................................................................................xvii
Chapter 1 Introduction .......................................................................1
Chapter 2 General Information on Projects in the Building,
Construction, and Installation Industries........................5
2.1 Project Roles ......................................................................5
2.2 Stakeholders and Organizations .....................................8
2.2.1 Examples of Project Organizations .................10
2.2.1.1 Matrix Organization .........................11
2.2.1.2 Steering Committee ...........................11
2.3 Interest Groups................................................................12
2.3.1 Interest Groups in the Building and
Construction Industry ......................................12
2.4 Ways to Implement Contracts ......................................13
2.4.1 Types of Procurement .......................................14
2.5 Types of Contract Agreements .....................................16
2.5.1 General ................................................................16
2.5.2 Types of Contracts .............................................17
2.5.2.1 Concept Contracts .............................17
2.5.2.2 Functional/Performance
Contracts ..........................................18
2.5.2.3 Management Organization
Contracts .............................................21
2.5.3 Consultant Agreements ....................................21
2.6 Types of Remuneration ..................................................22
2.7 Types of Cooperation .....................................................24
2.7.1 Cooperation with Building Information
Management .......................................................25
2.8 Types of Project Management .......................................26
2.9 Regulatory Requirements for the Construction
Industry ............................................................................27
v
vi  •  Contents
Chapter 3 Projects..............................................................................29
3.1 Project Basics ...................................................................29
3.1.1 Project Management .........................................29
3.1.2 What Is a Project? ..............................................29
3.1.2.1 The Project Triangle and Project
Pyramid ..............................................30
3.1.3 Project Management Process ...........................33
3.2 Project Flow ....................................................................34
3.2.1 Project Flow for DBC Construction ...............36
3.2.2 Project Flow for DC and Turnkey
Construction ......................................................37
3.3 Project Goals ...................................................................37
3.3.1 Project Charter and Project Requirement
Specification ......................................................43
3.3.1.1 The Client or Project Owner ...........43
3.3.1.2 Design Consultants ............................45
3.3.1.3 Contractors ........................................46
3.3.1.4 Transition Initiation and
Planning .........................................46
3.4 Project Structure ............................................................46
3.4.1 Create a Project Structure with WBS and
Work Packages ...................................................47
3.5 Project Management ......................................................50
3.5.1 Project Management Processes .......................51
3.5.2 Strategies, Tactics, and Ethics of the
Project ..............................................................52
3.5.2.1 Strategy ................................................52
3.5.2.2 Tactics ..................................................55
3.5.2.3 Ethics ...................................................59
3.5.3 Control ...............................................................60
3.5.4 Tropical Projects ................................................61
Chapter 4 Generic Main Processes ...................................................63
4.1 Initiating Processes ........................................................63
4.1.1 General ................................................................63
4.1.1.1 Cooperation with the Steering
Committee .........................................66
Contents  •  vii
4.1.2 Preliminary Activities for the Whole
Project ..............................................................66
4.1.3 Initial Activities for Consultants .....................67
4.1.4 Initial Activities for Contractors ....................68
4.2 The Planning Process .....................................................69
4.2.1 General ................................................................69
4.2.2 Planning Processes and Knowledge Areas ....71
4.2.2.1 Contacts with Authorities .................72
4.2.2.2 The Process of Decision,
Coordination, and Integration .........73
4.2.2.3 Scope Management ............................74
4.2.2.4 Change Management .........................75
4.2.2.5 Environment and Work
Environment Management ...............76
4.2.2.6 Quality Management .........................77
4.2.2.7 Time Management .............................78
4.2.2.8 Cost Control .......................................79
4.2.2.9 Resource Management .....................80
4.2.2.10 Communication Management ........80
4.2.2.11 Risk and Uncertainty
Management ....................................81
4.2.2.12 Procurement Management ...............82
4.2.2.13 Contract Approval Management .....83
4.3 Producing Processes ......................................................84
4.3.1 General ...............................................................84
4.3.2 Design and Engineering ..................................84
4.3.3 Production ..........................................................85
4.4 Tests on Completion and Client’s Taking Over ........86
4.5 Project Close Out ............................................................87
Chapter 5 Project Phases ...................................................................89
5.1 Introduction ....................................................................89
5.2 Initiating Processes/Conceptual Study ........................89
5.3 Project Planning/Feasibility Study and
Programming ..................................................................91
5.4 Project Implementation and Design ............................93
5.4.1 System/Basic Design, Principal
Drawings, Documents ......................................94
viii  •  Contents
5.4.2 Building Document Design and
Preparation of Inquiry Documents for
DBC Contracts ...................................................98
5.4.2.1 Design Documents on the Way
to Building Documents .....................98
5.4.3 Detailed Design: Inquiry and Building
Documents for DC/TK Contracts .................104
5.4.3.1 Inquiry Documents .........................104
5.4.3.2 Production of Building
Documents in DC Contracts ..........104
5.4.3.3 Preparation of Documents for
Equipment, Fitments, Fixtures,
and Furnishings ...............................105
5.4.3.4 As-Built Documentation .................106
5.4.3.5 As-Built Information and
Documentation from
Contractors and Suppliers ..............106
5.5 Production and Installation Phase .............................107
5.6 Guarantee Phase ...........................................................107
Chapter 6 Knowledge Areas .............................................................111
6.1 Contacts with Authorities ...........................................111
6.1.1 Permits for Building, Demolition,
Earthwork, and Temporary Measures ..........111
6.1.2 Quality Manager for Approval of Permits ...114
6.1.3 Approvals of Elevators, Pressure Vessels,
Refrigeration Plants, Transformers, and
Other Electrical Plants ....................................114
6.1.4 CE Marking, the EMC Requirement, and
Testing ...............................................................115
6.1.5 Fire Prevention and Fire Safety
Documentation ................................................115
6.2 Decisions, Coordination, and Integration ................116
6.2.1 General ..............................................................117
6.2.2 General Meetings.............................................117
6.2.2.1 Examples of Meetings in an
Industrial Project .............................119
6.2.2.2 Meetings with Authorities ..............121