Baseline Schedule Review Checklist in Primavera P6

Effective project management requires meticulous planning and adherence to contractual obligations. The Baseline Schedule Review Checklist is a comprehensive tool designed to ensure that a project's schedule aligns with contract requirements and best practices. This checklist covers various aspects of schedule review, from contract compliance to general scheduling practices, submittals, procurement, activity durations, float management, calendar assignments, activity codes, logic, critical path analysis, third-party work, completion activities, and good scheduling practices. Below is a detailed overview of the key components of the checklist.

Contract Compliance

1. Submittal Contents: Ensure all required components of the schedule submission are included, such as tabular and graphical bar chart reports and narratives.

   
   

2. Contract Completion Date: Verify that the schedule's completion date is on or before the specified contract completion date.

   
   

3. Data Date: Confirm the data date matches the Notice to Proceed (NTP) or Award Date.

   
   

4. Time/Seasonal Restrictions: Check if activity dates reflect time/seasonal restrictions in the contract.

   
   

5. Substantial Completion Date: Ensure substantial completion is reflected in the schedule and assess the reasonableness of the schedule for completion activities.

   
   

6. Regulatory and Permit Requirements: Verify compliance with regulatory and permit requirements and ensure they are reflected in the schedule.

   
   

7. Milestones: Ensure all contractual completion and interim milestones are represented with zero-duration milestone activities.

   
   

8. Contract Access Restrictions: Confirm the schedule reflects access restrictions and authorizations required to start work in certain areas.

   
   

9. Activity IDs and Submission Timing: Check the logic and format of activity IDs and the timing of the baseline schedule submission.

   
   

10. Phasing/Staging Requirements: Ensure the schedule reflects the phasing/staging plans required by the contract.

    
    

General Scheduling Practices

1. Calculate the Schedule: Compare the electronic schedule with the contractor's version to identify any discrepancies.

   
   

2. Retained Logic: Ensure the contractor uses retained logic rather than progress override.

   
   

3. Schedule Errors: Run the schedule and check for loops, errors, and other issues.

   
   

4. Imposed Finish Date: Check for any imposed finish dates for informational purposes.

   
   

5. Number of Activities: Review the total number of activities in the schedule.

   
   

6. Claim Digger Report: For revised baselines, run a claim digger report to identify changes from the previous version.

   
   

Submittals and Procurement

1. Submittal Duration and Content: Ensure submittal review durations conform to contract specifications and include all required submittals.

   
   

2. Submittal Detail and Priority: Assess whether large submittals need to be broken down further and if submittal packages need to be received in a specific order.

   
   

3. Submittal/Procurement Float: Check for adequate float in complex submission and procurement activities.

   
   

4. Contractor Design Submissions: Verify the schedule includes detailed design work if the contractor is responsible.

   
   

5. Delivery and Fabrication Activities: Review the depiction of delivery and fabrication activities, ensuring they reflect the contractor's plan and storage needs.

   
   

Activity Durations

1. Maximum Activity $/Day and Duration: Ensure activity durations conform to contract specifications and assess the need to break up large-dollar activities.

   
   

2. Odd Duration Check: Identify activities with odd durations that may indicate compression or extension to match contractual completion dates.

   
   

Float Management

1. Negative and Excessive Float: Check for negative float and assess the reasonableness of large float values.

   
   

2. Late Date Schedule Review: Plot late dates for all activities and review the reasonableness of the schedule.

   
   

Calendar Assignments

1. Calendars and Holidays: Review the schedule's calendar structure and ensure planned holidays are reflected.

   
   

2. Activity Calendar Assignments: Verify each activity is assigned to the correct calendar.

   
   

Activity Codes

1. Activity Code Structure and Assignments: Ensure the schedule includes sufficient activity codes for proper sorting and filtering.

   
   

2. Blank Activity Code Values: Check for any blank values in activity codes and assess if this is allowed.

   
   

Logic

1. Missing Successors/Predecessors: Identify activities with no successors or predecessors.

   
   

2. Unusual Relationships: Review unusual Start-to-Finish (SF) relationships and Finish-to-Start (FS) relationships with positive lags.

   
   

3. SS/FF Pairing and Negative Lags: Check SS logic for pairing with FF relationships and review negative lags.

   
   

Critical Path Analysis

1. Critical Path Definition: Verify the schedule defines the critical path and assess the percentage of critical and near-critical activities.

   
   

2. Critical Path Reasonableness: Review the critical path and near-critical paths for reasonableness.

   
   

Third-Party and Owner Work

1. Third-Party Work: Ensure the schedule reflects third-party work dependencies.

   
   

2. Owner Work and Furnished Equipment: Verify all owner work and furnished equipment deliveries are reflected in the schedule.

   
   

Completion Activities

1. Punch List Reasonableness: Ensure adequate time for punch list work.

   
   

2. Commissioning, Inspections, and Testing: Verify adequate time for commissioning, inspections, and testing.

   
   

Good Scheduling Practices

1. Activity Descriptions: Check the accuracy and distinctness of activity descriptions.

   
   

2. One Trade per Activity: Ensure activities do not encompass more than one trade.

   
   

3. Shift Work and Cold Weather Work: Review the schedule for information on shift work and cold weather-sensitive activities.

   
   

4. Missing Activities and Constraint Use: Check for missing activities and minimize constraint use.

   
   

5. Access Limitations and Bad Weather: Assess space and access limitations and account for potential bad weather.

   
   

6. Curing Time and Interim Inspection Work: Ensure the schedule allows for curing time and reflects interim and final inspections.

   
   

7. No Extra Work in Baseline: Verify the baseline schedule does not contain activities for work not in the original contract.

   
   

8. Preferential Logic and Resource Leveling: Assess preferential logic ties and check if the schedule has been resource-levelled.

   
   

P6 Considerations

1. Project Details Settings: Review activity types, duration types, and percent complete types.

   
   

2. Contractor's Schedule Options: Document the contractor's schedule options/settings.

   
   

3. WBS Structure: Review the Work Breakdown Structure (WBS) setup.

   
   

4. Multiple Float Paths: Run the schedule with multiple float path options and review the most critical paths.

   
   

5. Notebook Review: Review contractor notes in the activity notebook.