Professional Documents
Culture Documents
Mohammad A. Ammar
To cite this article: Mohammad A. Ammar (2019): Resource optimisation in line of balance
scheduling, Construction Management and Economics, DOI: 10.1080/01446193.2019.1606924
Article views: 25
CONTACT Mohammad A. Ammar mamammar@yahoo.com Structural Engineering Department, Faculty of Engineering, Tanta University, Tanta
31521, Egypt
ß 2019 Informa UK Limited, trading as Taylor & Francis Group
2 M. A. AMMAR
continuous and uninterrupted use of resources. Mattila and Abraham 1998, Georgy 2008, Damci et al.
Different forms of LOB have been proposed to suit 2013). The only exception is the Project Management
various characteristics of repetitive projects; however, Institute which referred to this problem as resource
smoothing (PMBOKV Guide 2013). On the other hand,
R
all are graphically similar (Arditi and Albulak 1986).
Resource management is as important as selecting various terminologies are used to denote constrained
the appropriate scheduling technique. Allocation of resource scheduling problem: resource allocation
different resources to project activities is a difficult problem (Chan et al. 1996, Mattila and Abraham 1998,
managerial problem. Inadequate allocation of resour- Georgy 2008, Hariga and El-Sayegh 2010, Damci et al.
ces can lead to resource idleness and consequently 2013), fixed-limits resource scheduling (Easa 1989),
higher costs. Two resource scheduling problems are resource-constrained scheduling (Senouci and Eldin
generally encountered: unconstrained (unlimited) 2004) and limited-resource allocation (Hegazy 1999).
resource optimization and constrained (limited) Again, the Project Management Institute named this
problem reversely as resource levelling (PMBOKV
R
resource optimization (Akpan 1997). Optimization
techniques have been used very early to solve Guide 2013). In the present analysis, resource alloca-
resource scheduling problem (Easa 1989). However, tion will be adopted to denote the constrained
heuristic methods provide practical solutions for resource scheduling problem.
resource scheduling problem (Harris 1990, In traditional resource levelling, there is sufficient
Akpan 1997). amount of resources available. The objective is, there-
In this paper, the resource scheduling problem in fore, to smooth-out peaks and troughs that usually
repetitive projects is modelled as a general resource occur in the pattern of resource usage while keeping
optimization problem in which both resource schedul- initial project duration unchanged (Son and
ing problems are considered. LOB is used as a plat- Skibniewski 1999, Hariga and El-Sayegh 2010). In CPM
form to schedule typical repetitive projects. The resource levelling, floats available for non-critical activ-
problem is formulated in the standard form of nonlin- ities are utilized to adjust timings of activities requir-
ear mathematical programming. The rest of the paper ing a common resource so that the best usage
is organized as follows. Resource scheduling problem pattern is achieved. The objective function that mini-
has been outlined and reviewed, specifically for repeti- mizes the sum of the absolute deviations between
tive projects. Basic characteristics and calculations of daily resource requirements and the average resource
LOB have been briefly reviewed. The developed model requirement is common.
is then formulated in which decision variables, object- Damci et al. (2015) investigated the impact of using
ive function, as well as problem constraints, are dis- 10 different objective functions (that usually used in
cussed in detail. An example project is used to network-based and linear scheduling methods) for lev-
illustrate model formulation and the obtained results elling resources in LOB schedules. The objective func-
are then discussed. The developed model is then vali- tion that minimizes the sum of the square of the
dated by a case study, after which summary and deviations in daily resource usage provides the best
drawn conclusions are presented. average improvement percentage in CPM networks
(Damci and Polat 2014). However, all the objective
functions generated the same LOB schedule and the
Resource scheduling
same resource histogram (Damci et al. 2015). This is
In the planning stage, it is assumed that the require- because the problem starts with allocating randomly
ments of each individual activity from different types the number of crews for each activity and trying to
of resources can be met when required. At the project level resources by shifting some activities to improve
level, activities are usually competing for common resource histogram. Because the number of crews
resources and the demand may either exceed planned remains constant in each iteration and there is no
resource availability or produce fluctuating patterns in guarantee that the selected number of crews is opti-
their use. In classical CPM, two approaches are com- mal, the resulting schedule is nonoptimal as expected.
monly used to solve resource scheduling problems; Zhang et al. (2017) developed a resource levelling
unconstrained resource scheduling and constrained algorithm based on the backward controlling activity
resource scheduling, which are named differently in in LOB scheduling, which gives better results by
the literature. reducing the number of crews. The backward control-
The unconstrained resource scheduling problem is ling is such an activity that if its duration is prolonged
usually referred to as resource levelling (Easa 1989, the project duration could be reduced. The number of
CONSTRUCTION MANAGEMENT AND ECONOMICS 3
crews of backward controlling activities is reduced of daily resource requirements. On the other hand, the
until the terminal situation is reached, where the back- resource allocation problem in a repetitive project is
ward controlling activities do not exist or the number not addressed in the literature at the project level yet.
of crews cannot be reduced. It is, therefore, more In this paper, both resource levelling and resource
practical to minimize the number of crews per activity allocation problems in the repetitive project are con-
which will be adopted in the present study. sidered at the project level using LOB as a schedul-
In the resource allocation problem, on the other ing platform.
hand, there are limitations on resource availability. The
objective is, therefore, to minimize project duration
The line of balance (lob) technique
ensuring that resource availability limits and prece-
dence constraints are not violated. Project delay may LOB technique originated in the Goodyear Company
be encountered if project resources are constrained; in the early 1940s. In the early 1950s, it was developed
however, the delay should be minimal. by the U.S. Navy for programming and control of
Resource scheduling techniques fall broadly into repetitive projects. The basic concepts of LOB have
three categories: heuristic methods, analytical methods been applied to the construction industry as a plan-
and meta-heuristic methods (Rieck et al. 2012). ning and scheduling method. Several attempts either
Resource scheduling has been typically linked to crit- to modify the basic LOB or to develop variations
ical path method. In heuristic methods, the basic idea named differently have also been made such as vel-
is to shift selected activities (competing for resources) ocity diagrams, vertical production method, linear
in a systematic order according to some priority rules. scheduling model, time–space scheduling method,
It is not possible to know if an optimal solution has repetitive project model (Arditi et al. 2002, Tokdemir
been obtained (Hegazy 1999). Heuristic methods et al. 2006, Ammar 2013).
require less computational effort than optimization LOB is used, basically, to schedule typical repetitive
ones and provide good solutions; however, they do activities. A single crew is assumed working in a
not guarantee optimality. repetitive unit and spends (d) time on the unit before
Using optimization techniques, on the other hand, moving to the next similar unit (Hegazy 2002). The
the problem is converted into standard mathematical activity duration is assumed constant across all repeti-
programming models. Linear, integer, non-linear or tive units (i.e. almost identical quantity of work per
dynamic programming are then used to obtain the unit). The main objective of the LOB is to determine
optimal solution. However, the formulation of the how many crews should be employed by each activity
problem (objective function and required constraints) and how to arrange these crews among repetitive
is time-consuming. Meta-heuristic methods and units. The basic data required to set-up an LOB sched-
Evolutionary Algorithms (EAs) have greater capabilities ule include man-hour estimate for a typical unit, opti-
in optimizing complex problems (Tavakolan 2011), mum crew size, and daily working hours. Accordingly,
which can be applied as multi-objective optimization a typical unit duration of each activity is calculated.
tools to obtain the most appropriate rather than opti- Figure 1 shows the LOB of a typical activity in
mal solutions. Genetic Algorithm (GA), Particle Swarm which activities are represented by a sloping bar
(PS), and Ant Colony (AC) have been used extensively whose width is activity duration (d). The left side of
in construction management applications. the sloping bar represents start times at different
As will be discussed in the following section, LOB - units, while the right side represents finish times. The
by nature - considers both resource allocation and lev-
elling problems at the activity level. However, few Unit d
Crew 3
studies have attempted to find an optimal solution for 6
resource levelling problem in the repetitive project at Crew 2
5
the project level. Georgy (2008) presented a genetic Crew 1
4
algorithm for resource levelling using a linear schedul-
No. of Crews; C
2/R Crew 3
ing method. An integer linear programming formula- 3
tion was developed by Mattila and Abraham (1998) to 1/R Crew 2
2
level resources in repetitive projects. Damci et al.
1 Crew 1 R
(2013) developed a genetic algorithm-based resource Time
levelling model for LOB schedules, the objective of Figure 1. Synchronization and work continuity of crews
which is to minimize the sum of absolute deviations in LOB.
4 M. A. AMMAR
Unit Unit
Act. A Act. B Crew 3
5 n
(6-2) (9-7) Activity
LOB Crew 2
4 C #1 C #2 .
Crew 1
(5-1)
.
C #1 C #1 Activity Resource
3 . Histogram
2 C #1 C #2 .
4
1 C #1 RA C #1 RB Time
Crew 3
0 1 2 3 4 5 6 7 8 9 3
Crew 2
Figure 2. Natural rhythm in LOB scheduling. 2
Crew 1 Time
1
slope (R) of the sloping bar denotes activity progress Figure 3. Typical resource histogram in LOB (activity level).
or production rate.
Different crew configurations can be assumed to Unit
represent crew movement along the repetitive units in TP = Desired Project Duration
a typical activity. In Figure 1, three crews are used to n
demonstrate crews’ movement. Crew #2 starts work
after the start of crew #1 by 1/R, while Crew #3 starts Ending
n-1
work after the start of crew #2 by 1/R and after the Activity
start of crew #1 by 2/R, and so on. Shifting start times
of subsequent crews by 1/R enables representing each T1 = Duration of Unit #1
RT
repetitive activity by a single sloping bar, which 1 Time
greatly facilitates graphical representation of LOB. In Figure 4. Desired project rate of delivery.
addition, this representation ensures synchronization
and work continuity of multiple crews’ usage
per activity. continuity (Mahdi 2004). Therefore, LOB can be consid-
In LOB, the principle of natural rhythm ensures ered a resource levelling tool at the activity level.
optimum use of crews at the activity level. The num- Usually, project managers prefer resource profile in
ber of crews has to be doubled (or tripled, etc.) to which resource usage starts with low values and then
increase the progress rate of an activity and, accord- build up till its maximum values and starts decreasing
ingly, the activity progress rate will be doubled (or as the project approaches its end. By nature, LOB
tripled, etc.). LOB ensures that multiple crews utilized ensures optimum resource histogram at the activity
by a repetitive activity are moving between repetitive level, as shown in Figure 3. However, resource needs
units continuously with no idle time (Damci at the project level usually fluctuate which require fur-
et al. 2015). ther analysis and modelling.
Referring to Figure 2 and considering activity A (for It is possible to formulate a strategy for meeting
example), a single crew is moving from one repetitive the desired project deadline (TP in Figure 4) by calcu-
unit to the next and the progress rate is calculated as: lating a project target rate of delivery (RT), as shown
RA ¼ (5 1)/(6 2) ¼ 1 unit/day. When two crews are in Equation (1), where n is the number of typical
utilized (activity B in Figure 2), the progress rate is repetitive units, TP is the desired project duration and
doubled (RB ¼ (5 1)/(9 7) ¼ 2 units/day) compared T1 is the duration of the first unit. Assuming the ideal
to activity A. In both cases, crews seamlessly continue case of parallel activities’ LOB, target progress rate of
their work from unit to the other with no idle times. project activities (RTi) can be calculated using
The principle of natural rhythm implies that the pro- Equation (1).
gress rate should be a multiple of RA ¼ 1 unit/day, The number of crews required to maintain an activ-
depending on the number of crews available. For ity progress rate can be calculated (with reference to
more details on LOB, optimum crew size and natural Figure 1) using Equation (2), where Cti is the theoret-
rhythm, refer to Arditi and Albulak (1986) and Arditi ical number of crews employed by activity i and di is
et al. (2002). its unit duration. Because fractions of crews are not
The objective of the LOB schedule is to determine allowed, practicality and availability of crews are con-
the resource needs of each activity to meet pre-speci- sidered by Equation (3), in which Cai is the actual
fied project deadline and maintaining resource number of crews used by activity i. Consequently, the
CONSTRUCTION MANAGEMENT AND ECONOMICS 5
actual progress rate (Rai) for activities are recalculated Decision variables
using Equation (4).
Several decision variables can be used to formulate
RT ¼ ðn 1Þ=ðTP T1 Þ (1) the problem on hand. The challenge is to decide the
minimum number of variables that accurately describe
Cti ¼ di RTi (2)
the problem. Having basic variables determined, other
Cai ¼RoundUp ðCti Þ; Cai Maximum related or dependent variables can be calculated. The
(3)
number of crews available for activity i main parameters that influence resource profile in LOB
scheduling are a number of crews per activity and
Rai ¼ Cai =di (4)
scheduled timings (start and finish) of activities. If
Although LOB has been used extensively in the these parameters are considered as decision variables,
planning and scheduling of repetitive projects, only the optimal solution is guaranteed.
the resource levelling problem is addressed. Resource In this formulation, two basic sets of decision varia-
allocation problem is not considered at the project bles are used: (1) the number of crews used per activ-
level yet. In this paper, both resource scheduling prob- ity, and (2) start times of activities at first and last
lems (levelling and allocation) are modelled in a units only. The number of crews for activity i will be
denoted as Ci, while start times of activity i at first and
straightforward manner for typical repetitive projects
last units are denoted by STi1 and STin, respectively.
using LOB as a scheduling platform.
Therefore, the minimum number of decision variables
required to completely describe the problem is 3N,
Model formulation where N is the number of project activities in a typical
repetitive unit.
As it was discussed before, the primary objective of
LOB technique is to ensure that typical repetitive
activities stay “in balance” such that they are produc- Problem constraints
ing at a rate allowing an even flow of resources and
Three types of constraints are needed to completely
at a speed compatible with goals set forth. The pri-
describe the problem on hand including logical
mary information obtained from traditional LOB sched- dependency, crew synchronization and project com-
uling includes: (1) scheduled project duration, (2) pletion. How each of these constraints is formulated
number of crews per activity to achieve this project will be discussed in the following sections.
duration and (3) activities’ timings at each repeti-
tive unit. Logical dependency constraints
Traditional LOB calculations can be formulated in a
mathematical programming form such that an opti- Logical dependency constraints ensure maintaining
mum solution can be met. To formulate a problem in precedence relationships between activities at each
repetitive unit. The logical relationship between any
a mathematical programming form, three basic issues
two consecutive activities is expressed mathematically
have to be clearly defined: decision variables, object-
by Equation (5), in which STi is the start time of
ive function, and problem constraints.
activity i, STp is the start time of its immediate prede-
For the problem on hand, many objective functions
cessor p, dp is the unit duration of its immediate
can be set to fulfil the target. The most appropriate
predecessor p, and NPi is the number of its preceding
ones are to: (1) minimize the level of resource usage
activities.
for a pre-specified project duration (resource levelling)
and (2) minimize project duration under resource STi STp þ dp ; p ¼ 1; 2; . . . ; NPi (5)
availability limits (resource allocation). In the present
formulation, both resource scheduling problems (level- To ensure that logical dependency is fulfilled for
ling and allocation) are considered for LOB scheduling activity i at each repetitive unit, this constraint has to
at the project level. be formulated at the first and last units as given by
Consider a project having N typical activities each Equation (6) and Equation (7).
has n repetitive units and precedence relationships
STi1 STp1 dp ; p ¼ 1; 2; . . . ; NPi (6)
between activities are specified. For each activity,
quantity of work, optimum crew size, and crews’ avail- STin STpn dp ; p ¼ 1; 2; . . . ; NPi (7)
ability are specified.
6 M. A. AMMAR
n-1
Act. i
Min: Z ¼ PD (13)
STin Ci STi1 Ci ¼ ðn 1Þ di (9) The proposed model for resource scheduling prob-
lems in LOB scheduling at the project level is summar-
Logically, the number of crews used by an activity
ised by the two mathematical models as follows:
should not exceed the number of repetitive units.
Therefore, the number of crews per activity should be
Resource allocation model
constrained by two limits, i.e. the number of repetitive
units and crew availability. In addition, fractions of Minimize : Z ¼ PD
crews are not allowed and, consequently, the number
Subject to:
of crews can assume only integer values. These con-
straints on the number of crews used by an activity i a. STi1 STp1 dp, p ¼ 1, 2, … , NPi, i ¼ 1, 2, … , N
are considered by Equations (10) and (11). STin STpn dp, p ¼ 1, 2, … , NPi, i ¼ 1, 2, … , N
Ci n; Integer (10) b. STin Ci STi1
Ci Maximum number of crews available Ci ¼ (n 1) di, i ¼ 1, 2, … , N
(11) c. STin PD di, i ¼ 1, 2, … , NE
for activity i
d. Ci n; Integer, i ¼ 1, 2, … , N
e. Ci Maximum crews available for activity i,
Project completion constraint(s) i ¼ 1, 2, … , N
The project duration is controlled by the latest com-
pletion of ending activities at the last unit. If the num- Resource levelling model
ber of ending activities is NE, the project completion
constraint(s) is given by Equation (12), where PD is the X
N
Minimize : Z ¼ Ci
desired project duration.
i¼1
STin PD di ; i ¼ 1; 2; . . . ; NE (12)
Subject to:
Table 2. Optimum number of crews for the example project. Table 3. Optimum solutions for project durations 54
Project duration (days) and 55 days.
Activity 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 Case 1 Case 2
A 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Project duration ¼ 54 days Project duration ¼ 55 days
B 2 2 2 2 2 2 2 2 2 2 2 1 1 1 1 1 1 1
C 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 Activity No. of crews ST1 ST5 No. of crews ST1 ST5
D 2 2 2 2 2 2 2 2 2 1 1 1 1 1 1 1 1 1 A 1 0.0 16.0 1 0.0 16.0
E 3 3 3 3 3 2 2 2 2 2 2 2 2 2 2 2 2 2 B 2 0.0 12.0 2 0.0 12.0
F 5 5 5 4 4 4 4 4 4 3 3 3 3 3 3 3 3 3 C 1 10.0 18.0 1 10.0 18.0
G 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 D 1 4.0 36.0 1 4.0 36.0
H 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 E 2 6.0 26.0 2 6.0 26.0
J 3 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 F 3 6.0 27.3 3 6.0 27.3
K 4 3 3 3 3 3 3 2 2 2 2 2 2 2 2 2 2 2 G 1 12.0 36.0 1 12.0 36.0
L 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 2 1 H 1 28.0 44.0 1 28.0 44.0
Sum 25 23 23 22 22 21 21 20 20 18 18 17 17 17 17 17 17 16 J 2 20.0 36.0 2 20.0 36.0
K 2 23.3 43.3 2 23.3 43.3
L 2 36.0 48.0 2 36.0 48.0
Sum 18 – – 18 – –
26
25
24
durations (54 and 55 days) being identical, both solu-
Optimum No. of Crews
Unit
16
20
36
44
48
54
5
3
A D H L
2
1
4
12
28
32
36
42
Time
0 10 20 30 40 50 55
Figure 8. LOB schedule for project durations 55 and 54 days.
Table 4. Planning data for a typical unit of the pipeline project (Damci et al. 2013).
Man-hour Optimum crew Max. no. Unit Duration
Activity Discerption per unit size (men) of crews (days)
A Locating and clearing 96 6 2 2.0
B Excavating 64 8 2 1.0
C Laying aggregate 80 10 3 1.0
D Laying pipes 84 7 2 1.5
E Testing 80 10 4 1.0
F Backfilling 96 6 5 2.0
G Compacting 144 9 2 2.0
43
44
46
48
26
. Parameter (2013) model (%)
.
. B Project duration (days) 65 48 35.4
. No. of crews 17 10 70.0
. A C D E F G Total no. of workers 2093 2093 –
.
. Avg. no. of workers 33 43 –
. Max. no. of workers 89 77 15.6
.
. Min. no. of workers 6 6 –
. Total deviation from avg. 1037 592 75.2
.
1
Time
0
2
3
4
18
19
21
23
5.5
Figure 9. LOB schedule for project duration 48 days. 42 to 47 days. The LOB schedule for a project duration
of 48 days is shown in Figure 9.
Comparative analysis of the results obtained by the
developed model with that given by Damci et al.
Assuming working hours per day is eight, the unit (2013) is summarised in Table 5. It is obvious that the
duration of activities is calculated and are given also proposed model is superior. For a project duration of
in Table 4. Even though other resources are necessary 48 days, only 10 crews are required. Because the
for completing this pipeline project, only workers were adopted project duration is 48 days, the average num-
considered. The number of crews obtained by Damci ber of workers is 43. The maximum number of workers
et al. (2013) is 17 and the corresponding project dur- is 77 in comparison with 89 obtained by Damci et al.
ation is 65 days. (2013). The corresponding resource histogram is
The mathematical model of the project on hand depicted in Figure 10, which reveals that the proposed
was solved under the resource limits given in Table 4 model gives an ideal case for project resource usage.
for the feasible project duration range (42–65 days).
The objective is to find the optimum number of crews
for project activities to satisfy project time constraints.
Conclusions
The optimum number of crews is 10 for a range of It is usually claimed that linear scheduling methods
project durations from 48 to 65 days, while optimum such as LOB are more appropriate than CPM for
number of crews is 11 for a project duration range of scheduling repetitive construction projects. Resource
10 M. A. AMMAR
60
Disclosure statement
50 Avg. No. of Workers
40 No potential conflict of interest was reported by the author.
30
20
Data availability statement
10
The author confirms that the data supporting the findings of
0
1 3 5 7 9 11 13 15 17 19 21 23 25 27 29 31 33 35 37 39 41 43 45 47 this study are available within the article.
Days