Standard Guide for Schedule Performance Index, Schedule Beta (β<inf>s</inf >)
进度表性能指数的标准指南 进度表Beta(β<inf>s</inf>)
发布日期:
2023-02-01
1.1
本指南涵盖进度表β(
s
),它衡量建设项目参与者的进度绩效与整个已完成项目的进度绩效,并基于金融投资组合理论中的贝塔(β),用于衡量单个股票绩效与整个股票市场绩效之间的相关性。
2.
通过将参与者在指定时间段内收集的项目的实际活动绩效(“竣工”)减去最初计划的活动绩效的增量(“按计划”)与总体完成项目的竣工绩效减去计划的增量相关联,可以以与上述单个股票的贝塔(β)类似的方式建立进度绩效指数。
1.2
计划β(β
s
)作为一个无单位的指标值,衡量进度参与者(“分包商”)在计划持续时间之前或之后的表现,并与其各自的整体项目进度表现相关。
1.3
计划β(β
s
)在规定的观察期内,至少有两(2)个独立(相互排斥)的项目已经完成。
1.4
计划β(β
s
)以类似于保险业的经验修改率(EMR)在过去三十六(36)个月内的最近两(2)个完整日历年的方式在标准的预定时间段内测量。
1.5
计划β(β
s
)评估时间表参与者(“分包商”)的最新业绩,而不是其完整历史,从而表明当前业绩和当代对市场、地理、行业贸易等的影响。
1.6
本标准并非旨在解决与其使用相关的所有安全问题(如有)。本标准的使用者有责任在使用前制定适当的安全、健康和环境实践,并确定监管限制的适用性。
1.7
本国际标准是根据世界贸易组织技术性贸易壁垒委员会发布的《关于制定国际标准、指南和建议的原则的决定》中确立的国际公认的标准化原则制定的。
====意义和用途======
5.1
时间表β(β
s
)该方法产生信息元素:总体(或综合)时间表β
s
),计划β上行(β
秒+
),并计划β下行(β
s–
)-代表定量成分,以及对个人时间表参与者的定向时间表表现倾向的定性见解(“预警”)。
5.1.1
进度表β(β
s
)(包括上行和下行子变量)是一个指标值,它描述了与赋值为1的整个项目相比,计划参与者的行动幅度和方向。
0,例如一个β
s
=+2.5意味着进度参与者的表现,其在整个项目层面上以每一个单位(进度日)2.5个单位(计划日)的速度朝着与已完成项目集合相同的方向移动。
5.1.2
进度表β(β
s
)(包括上行和下行子变体)提供了作为警示和预测信号的洞察力,描绘了个人日程参与者按照最初建立的计划日程持续时间执行的能力。
5.2
计划β(β
s
)还描述了市场部门、地点和/或贸易的总体状况或健康状况(表现良好与否)。一致的较大计划β(β
s
)价值表示影响所有具有共同属性(即贸易、地点、市场部门等)的参与者的外部因素(风险)。
)。
5.3
计划β(β
s
)衡量当前计划参与者的表现。作为一个滚动值(例如,为最近两个完整日历年内完成的项目计算),它描述了进度参与者的进度执行能力。看见
注1
。
注1:
计划数据源和使用-
计划β(β
s
)(包括上行和下行子变量)利用任何进度计算方法的进度数据,该方法描述了单个活动持续时间与整个项目持续时间的关系,并定期更新。数据用于计算、比较和/或对比目的。它们不是根据本指南创建的。计划β(β
s
)在计算中使用了外部进度安排方法中的四个数据点:单个活动和整个施工项目的计划工期和竣工工期——参见第节
3.
用于定义。
5.3.1
提升价值观-
计划β(β
s
),计划β上行(β
秒+
),并计划β下行(β
s–
)当它们的值在幅度上降低时(即,β
s
=+2.5变为β
s
=+1.75和β
s
=–1.25变为β
s
=–3.0)。
5.3.2
不断恶化的价值观-
计划β(β
s
),计划β上行(β
秒+
),并计划β下行(β
s–
)当它们的值在幅度上增加时(即,β
s
=+0.5变为β
s
=+1。5和β
s
=–2.25变为β
s
=–1.0)。
5.4
计划β(β
s
)(包括上行和下行子变量)能够在项目完成的任何时候进行计算,并且在整个项目进度表中没有记录进一步的活动(没有额外的天数)。
5.4.1
任何在至少两(2)个不同(相互排斥)的已完成项目中完成工作的进度参与者都可以计算完整的进度β值
s
),计划β上行(β
秒+
),并计划β下行(β
s–
)。
1.1
This guide covers schedule beta (β
s
), which measures construction project participant schedule performance versus that of the overall completed project and is based on beta (β) from financial portfolio theory for measuring the correlation between individual stock performance and that of the overall stock market.
2
By correlating the delta of actual activity performance (“as-built”) minus that originally scheduled (“as-planned”) to the delta of as-built minus as-planned for the overall completed project for a participant’s collection of projects over a specified period of time, a schedule performance index is established in a similar manner as the aforementioned beta (β) of an individual stock.
1.2
Schedule beta (β
s
) measures, as a unitless index value, schedule participant (“subcontractor’s”) performance—ahead or behind—as-planned duration as correlated to its respective overall project’s schedule performance.
1.3
Schedule beta (β
s
) is measured with input from at least two (2) independent (mutually exclusive) projects that have reached completion, within the defined period of observation.
1.4
Schedule beta (β
s
) is measured across a standard predetermined period of time, in similar fashion to that of the insurance industry’s experience modification rate’s (EMR) most recent two (2) complete calendar years within the past thirty-six (36) months.
1.5
Schedule beta (β
s
) evaluates schedule participant’s (“subcontractor’s”) most recent performance, not its complete history, such that is it indicative of current performance and contemporary influences—market, geographic, industry trade, etc.
1.6
This standard does not purport to address all of the safety concerns, if any, associated with its use. It is the responsibility of the user of this standard to establish appropriate safety, health, and environmental practices and determine the applicability of regulatory limitations prior to use.
1.7
This international standard was developed in accordance with internationally recognized principles on standardization established in the Decision on Principles for the Development of International Standards, Guides and Recommendations issued by the World Trade Organization Technical Barriers to Trade (TBT) Committee.
====== Significance And Use ======
5.1
The schedule beta (β
s
) approach produces informational elements: Overall (or composite) schedule beta (β
s
), schedule beta upside (β
s+
), and schedule beta downside (β
s–
)—representing the quantitative components, and the qualitative insight (“early warning”) into the propensity for directional schedule performance for individual schedule participants.
5.1.1
The quantitative component of schedule beta (β
s
) (inclusive of the upside and downside subvariants) is an index value that depicts schedule participant’s magnitude and direction of movement as compared to the overall project at an assigned value of 1.0, for example, a β
s
= +2.5 connotes performance of a schedule participant that moves in the same direction as the collection of completed projects at a rate of 2.5 units (schedule days) for each single unit (schedule day) experienced at the overall project level.
5.1.2
The qualitative component of schedule beta (β
s
) (inclusive of the upside and downside subvariants) provides insight as a cautionary and predictive signal depicting the ability for an individual schedule participant to perform in-keeping with the initially-established as-planned schedule duration(s).
5.2
Schedule beta (β
s
) also depicts the overall status or health (performing well or not) of a market sector, location and/or trade. Consistent larger schedule beta (β
s
) values are indicative of external elements (risks) impacting all participants sharing common attribute(s) (that is, trade, location, market sector, etc.).
5.3
Schedule beta (β
s
) measures current schedule participant performance. As a rolling value (for example, calculated for projects completed during the two most recently completed full calendar years), it depicts the schedule performance ability of the schedule participant. See
Note 1
.
Note 1:
Schedule Data Source and Usage—
Schedule beta (β
s
) (inclusive of the upside and downside subvariants) utilizes schedule data from any schedule calculation method that depicts individual activity duration versus overall project duration and is updated on a regular basis. Data are used for calculation, comparison, and/or contrasting purposes. They are not created under this guide. Schedule beta (β
s
) uses four data points from the external scheduling method: as-planned and as-built durations for both individual activity and the overall construction project in its calculation – see Section
3
for definitions.
5.3.1
Improving Values—
Schedule beta (β
s
), schedule beta upside (β
s+
), and schedule beta downside (β
s–
) are characterized as improving when their value decreases in magnitude (that is, β
s
= +2.5 becomes β
s
= +1.75 and β
s
= –1.25 becomes β
s
= –3.0).
5.3.2
Deteriorating Values—
Schedule beta (β
s
), schedule beta upside (β
s+
), and schedule beta downside (β
s–
) are characterized as deteriorating when their value increases in magnitude (that is, β
s
= +0.5 becomes β
s
= +1. 5 and β
s
= –2.25 becomes β
s
= –1.0).
5.4
Schedule beta (β
s
) (inclusive of the upside and downside subvariants) is capable of being calculated any time a project reaches completion and no further activity (no additional days) are recorded within an overall project schedule.
5.4.1
Any schedule participant having completed their work in at least two (2) distinct (mutually exclusive) completed projects may calculate the full array of schedule beta values—schedule beta (β
s
), schedule beta upside (β
s+
), and schedule beta downside (β
s–
).