建设项目工期管理方法及其应用研究
详细信息    本馆镜像全文|  推荐本文 |  |   获取CNKI官网全文
摘要
目前,我国是世界上最大的建筑市场之一,大量的工程建设实践迫切需要对建设项目管理理论和方法进行深入研究并不断提升。工期管理是项目管理的重要组成部分,工期管理的效果对建设项目的成败有着决定性影响。现有的工期管理研究已取得一定的成果,但大都作了一些条件假设和简化,致使其实用性以及和实际的拟合程度有了一定的偏差。为此,本论文从工期管理的系统性、实用性出发,围绕工期目标确定、进度计划优化、实施过程控制、工期延误及索赔等有关工期管理的一些关键问题开展系统研究,主要研究工作及成果归纳如下:
     (1)通过对各类确定工期和进度分析方法的研究,识别出不同方法的适用条件、应用特点及其局限性。提出了由遗传算法和蒙特卡洛模拟构成的并行工程工序编制模型。同时提出了一种在横道图和关键线路网络图基础上的新型直观的进度计划控制图方法,适用于多约束事件下的进度控制和分析。
     (2)应用混合整数规划方法建立工期成本优化的混合整数规划一般模型,可以综合考虑工期成本关系为线性、非线性以及离散时的情形,并在此基础上建立了工期受限时和资源受限时的工期成本优化模型;还通过应用图论方法建立了工期成本优化图论模型。这些模型可以克服传统方法中的一些局限性,提高优化的水平,具有计算简便、快速和准确的优势;能用于解决较复杂工程的成本优化问题。
     (3)应用系统动力学分析工期压力对整个工程项目的影响。在此基础上建立了工期压力对建设项目影响的系统动力学模型,可以帮助辨识工期压力作用下工程项目各方所面对的潜在问题,并为采取相应的对策提供帮助。
     (4)运用文献计量方法识别、归纳并分析国际上多个国家和地区工期延误的影响因素,建立了以相关方、影响因素和时间为维度的工期延误分析模型。应用问卷调查对中国某大型调水工程项目群工期延误影响因素进行分析。还探讨了工期索赔工作过程、索赔依据及其管理问题。
China has become one of the biggest construction markets in the world.The researches and improvements on construction project management are required urgently for Chinese huge construction practices.Schedule management is one of the most importmant parts of construction project management.The effect of schedule management may determine a construction project is success or failure.Available researches on the schedule management have achieved abundant results,but they are almostly based on some conditional hypothesis and simplification,which leads to some deviatons between their practicability and the actual fitting degree.Therefore, considering of systematicness and practicability,this dissertation explore some key issues for construction project schedule management in the field of determining schedule goal,establishing schedule progress plan,controlling schedule execution, analyzing construction delay and claims.The main research and results are as the following:
     (1) This dissertation evaluates a series of methods for construction schedule determination and analysis.This research identified the applicable conditions, characteristics and limitations of these methods.An optimization model using Genetic Algorithm and Monte Carlo simulation is built to obtain an optimization sequence of works process in concurrent engineering projects.A new more practical and visible schedule control chart model based on Bar Chart and CPM is established.It is useful for analysizing responsibility-allocated effectively,and schedule control under multi-ristriction events.
     (2) Using mixed integral programming method,this study puts forward the time-cost optimize general model that having considered the linearity,non-linearity and dispersed time-cost relationships.Then,the time-cost optimize models subject to construction time and resources were developed.By using graph theory,a time-cost optimize graph theory model are also established.These models may overcoming some limitations existed in traditional methods,improving the optimize level,and having advantages of calculation simple,speedy and accurate.Especially,they may also deal with complex time-cost optimize issues.
     (3) This dissertation uses system dynamics theory to seek the effects of schedule pressure on construction performance.A model of effects of schedule pressure on construction performance is then be developed and presented.The model may apply to identify the latent problems when the involved parties facing schedule pressures,and helps to supply some related countermeasures.
     (4) Using literatures review and statistics method,this dissertation identifies and analyzes the causes of delays in construction projects in different countries or regions. Moreover,Tri-dimension(party,time,and category) model of causes of delays in construction projects is established.A questionnaire survey method applied to analyze delay reasons of a large water transmission project in China.The general procedures of claims for extension of time,and the proof and evidence and their management are also studied.
引文
[1]Osama Abudayyeh,Amber Dibert-DeYoung and Edward Jaselskis.Analysis of Trends in Construction Research:1985-2002[J].Journal of Construction Engineering and Management.2004.130(3):433-439.
    [2]Pierre Bonnal,Didier Gourc and Germain Lacoste.Where do we stand with fuzzy project scheduling.Journal of Construction Engineering and Management[J].2004.130(1):114-123.
    [3]Abdulaziz A.Bubshait,Michael J.Cunningham.Comparison of Delay Analysis Methodologies[J].Journal of Construction Engineering and Management.1998,1(4):315-322.
    [4]Michael R.Finke P.E.Window Analyses of Compensable Delays[J].Journal of Construction Engineering and Management.1999.125(2):96-100.
    [5]Terry Williams.Assessing Extension of Time Delays on Major Projects[J].International Journal of Project Management.2003.21:19-26.
    [6]Adriana V.Ordonez Oliveros,Aminah Robinson Fayek.Fuzzy Logic Approach for Activity Delay Analysis and Schedule Updating[J].Journal of Construction Engineering and Management.2005.131(1):42-51.
    [7]Sabah,Alkass,Mark,Mazerolle,Frank Harris.Construction delay analysis techniques[J].Construction Management and Economics.1996.(14):375-394.
    [8]David W.Bordoli,Andrew N.Baldwin.A methodology for assessing construction project delays[J].Construction Management and Economics.1998.(16):327-337.
    [9]Jonathan Jingsheng Shi,S.O.Cheung,David Arditi.Construction Delay Computation Method[J].Journal of Construction Engineering and Management.2001,127(1):60-65.
    [10]胡志根等.模糊网络计划及其工期实现的可能性研究[J].武汉水利电力大学学报.1999,3(5):6-9.
    [11]李文华等.基于人工神经元网络的煤矿立井施工工期预测方法研究[J].煤炭科学技术 1999.27(6):44-47.
    [12]李林等.基于风险分析的项目工期的估算方法研究[J].系统工程.2001.19(5):77-81.
    [13]李平,顾新一.PERT网络工期风险计算方法的研究[J].统计与决策.2004.(5):16-17.
    [14]孟文清等.基于模糊网络的工程项目工期风险评估[J].河北建筑科技学院学报.2005.22(2):73-75.
    [15]赵道致等.关键链法:一种新型的项目进度计划方法[J].天津理工大学学报.2005.21(2):8-12.
    [16]王淑云等.基于资源约束的扩张关键路径法研究[J].管理工程学报.2006.20(1):109-111
    [17]彭慧杰.基于TIA的工期延误分析[J].青岛建筑工程学院学报.2005.26(1):91-96.
    [18]张鸿喜,付延敏等.合同进度和延误分析方法探讨.水利发电.2003.29(4):5-8.
    [19]刘煜明.基于一定风险水平的施工进度计划研究[J].河海大学学报.2006.34(2):227-230.
    [20]Crowston,W.Thompson,G.L.A method for simultaneous planning scheduling and control of projects[J].Oper.Res.1967.15(3):407-426.
    [21]Gusack.An alternative integer linear programming model based on points of breakthrough on the time/cost curve[J].International Journal of Project Management.1995.13(3):18-211.
    [22]John Moussourakis and Cengiz Haksever.Flexible Model for Time/Cost Tradeoff Problem[J].Journal of Construction Engineering and Management.2004.30(3):307-314.
    [23]姚金星,明燕.工期成本优化的混合整数规划模型[J].江汉石油学院学报.2002.24(3):98-100.
    [24]胡长明等.大型冶金建设项目进度控制及其应用[J].施工技术.2005.34(2):58-61.
    [25]张静文.多模式资源约束型折现流时间—费用权衡项目进度[J].系统工程.2005.23(5):17-21.
    [26]马军,解建仓,刘瑞雪,祝军.工程施工中运输网络优化方案[J].数学的实践与认识.2003.33(8):24-31.
    [27]运士伟,孙犁.建筑施工现场平面布局中最小运输量问题的探索与研究[J].洛阳工业高等专科学校学报.1999.9(2):22-25.
    [28]Khaled H.Nassar.Developing a Complexity Measure for Project Schedules[J].Journal of Construction Engineering and Management.2006.132(6):554-561.
    [29]陈薇薇,王忠民.基于图论的工程成本工期平衡算法[J].计算机工程应用.2003.(18):97-99.
    [30]高一凡,王选仓.图论在工程进度管理中的应用[J].西安公路交通大学学报.2001.2(1):21-23.
    [31]郭庆军,何晖.工程施工网络计划中工期-成本优化方案[J].基建优化.2005.26(5):22-24
    [32]H.Li,P.E.D.Love and D.S.Drew.Effects of overtime work and additional resources on project cost and quality[J].Engineering,Construction and Architectural Management.2000.7(3):211-220.
    [33]T.M.Williams.Safety regulation changes during projects:the use of system dynamics to quantify the effects of change[J].International Journal of Project Management.(18):23-31.
    [34]Moonseo Park.Model-based dynamic resource management for construction projects[J].Automation in Construction.2005.(14):585-598.
    [35]Cooper.K.G.Benchmarks for the project manager[J].Project Management J.1993(3).
    [36]Cooper.K.G and Mullen.T.W Swords and plowshares.The rework cycles of defense and commercial software development project[J].American Programmer.1993.6(5) 41-51.
    [37]Abdel-Hamid,T.K.The dynamicsofsoftwareprojectstaffing:A systemdynamics based simulation approach[J].IEEE Trans Software Eng.1989.(15):109-119.
    [38]Madhav PrasadNepal;Moonseo Park,and Bosik Son.Effects of Schedule Pressure on Construction Performance[J].Journal of Construction Engineering and Management.2006.132(2):182-188.
    [39]Mohan M.Kumaraswamy and Daniel W.M.Chan.Contributors to construction delays[J].Construction Management and Economics.1998.(16):17-29.
    [40]Toufic M.Mezher,Wissam Tawil.Causes of delays in the construction in industry Lebanon[J].Engineering,Construction and Architectural Management.1998.5(3):252-260.
    [41]Abdalla M.Odeh,Hussien T.Battaineh.Causes of construction delay:traditional contracts[J].International Journal of Project Management.2002.(20):67-73.
    [42]Daniel W M Chan and Mohan M Kumaraswamy.A comparative study of causes of time overruns in Hong Kong construction projects[J].International Journal of Project Management.1997.15(1):55-63.
    [43]Stephen O.Ogunlana,Krit Promkuntong and Vithool Jearkjirm.Construction delays in a fast-growing economy:comparing Thailand with other economies[J].International Journal of Project Management.1996.14(1):37-45.
    [44]Ajibade Ayodeji Aibinu and Henry Agboola Odeyinka:Construction Delay and Their Causative Factors in Nigera[J].Journal of Construction Engineering and Management.2006(7)
    [45]Mohan R.Manavazhi,Dinesh K.Adhikari.Material and equipment procurement delays in highway projects in Nepal[J].International Journal of Project Management.2002.(20):627-632
    [46]Tommy Y.Lo,Ivan W.H.Fung and Karen C.F.Tung.Construction Delays in Hong Kong Civil Engineering Projects[J].Journal of Construction Engineering and Management.2006.(6)
    [47]张云波.工程项目工期延误原因分析[J].华侨大学学报(自然科学版).2003.24(4):369-371.
    [48]许逢寿,吴益林.京珠高速公路粤境北段工期延误原因剖析[J].辽宁师专学报.2004.6(2):92-93.
    [49]胡文发,薄卫彪.大型建设工程的进度延迟分析[J].施工技术.2005.34(12):20-22.
    [50]Forrester.J.W,Industrial dynamics[M].MIT Press.USA.1961.
    [51]Alexandre Rodrigues,John Bowers.The role of system dynamics in project management[J].International Journal of Project Management.1996.14(4):213-220.
    [52]汪应洛.系统工程理论方法与应用[M].北京:高等教育出版社.2002.
    [53]熊光楞.并行工程理论与实践[M].北京:清华大学出版社.2001.
    [54]王亮.基于并行工程的建设工程项目管理模式研究[D].重庆大学硕士学位论文.2006.
    [55]杨浩.模型与算法[M].北京:北方交通大学出版社.2002.
    [56]张文杰,李学伟[M].管理运筹学.北京:中国铁道出版社.2000.
    [57]王树采.图论[M].北京:科学出版社.2004.
    [58]卢华明.图论及其应用[M].北京:清华大学出版社.1995.
    [59]贾仁安,丁荣华.系统动力学—反馈动态性复杂分析[M].北京:高等教育出版社.2002.
    [60]胡玉奎等.系统动力学模型的进化[J].系统工程理论与实践.1997(10)
    [61]贾仁安等.作流率基本入树嵌运算建立主导结构反馈模型[J].系统工程理论与实 践.1999.19(7):69-76.
    [62]贾仁安等.系统动力学简化流率基本入树模型及应用[J].系统工程理论与实践.2001.21(10):137-144
    [63]王其藩.系统动力学[M].北京:清华大学出版社.1988.
    [64]Sidney M.Levy著.王要武等译.施工项目管理[M].北京:中国建筑工业出版社.2004.
    [65]刘伊生.建设项目管理[M].北京:北方交通大学出版社.2001.
    [66]Jeffrey k.Pinto著.鲁耀斌等译.项目管理[M].北京:机械工业出版社.2007.
    [67]王众托,张军等.网络计划技术[M].沈阳:辽宁人民出版社.1984.
    [68]王诺.网络计划技术及其拓广研究[M].北京:人民交通出版社.1999.
    [69]国际咨询工程师联合会.中国工程咨询协会编译.风险管理手册[M].北京:中国计划出版社.2001.
    [70]卢有杰等.项目风险管理[M].北京:清华大学出版社.1998.
    [71]王家远等.建设项目风险管理[M].北京:中国水利水电出版社.2004.
    [72]Drew Fudenberg著.姚洋,黄涛等译.博弈论[M].北京:中国人民大学出版社.2002.
    [73]Stephen P.Robbins著.孙健敏等译.管理学[M].北京:中国人民大学出版社.2004.
    [74]Jaafari A.Management of Risk,Uncertainties and Opportunities on Projects:time for a fundamental shift[J].International Journal of Project Management.2001.19(2):89-101.
    [75]Uher T.E.,Toakley A.R.Risk management in the conceptual phase of a Project[J].International Journal of Project Management.1999.17(3):161-169.
    [76]Raz T.Michael E.Use and benefits of tools for project risk management.Internation Journal of Project Management.2001.19(1):9-19.
    [77]姚兵.建筑管理学研究[M].北京:北方交通大学出版社.2003.
    [78]Said Kartam.Generic Methodology for Analyzing Delay Claims[J].Journal of Construction Engineering and Management.1999.125(6):409-419.
    [79]郭镇宁.工程施工进度控制与工期索赔[J].工程设计与建设.2003.35(1):5-8.
    [80]赛云秀,文艳芳,高宗祺.工期索赔值计算的动态分析法[J].西安科技学院院报.2002.22(4):396-398.
    [81]吴焕群等.搭接施工网络工期优化研究[J].系统工程.2001.19(4):43-46.
    [82]刘永淞.DP法工期优化[J].湘潭大学自然科学学报.2002.24(1):106-108.
    [83]李文华等.建筑工程中的模糊网络计划优化方法[J].数量经济技术经济研究.2(2):63-65.
    [84]李万庆等.基于遗传算法的网络计划工期费用优化[J].建筑技术开发.2002.29(4):51-53.
    [85]陈家川.盈利性工程项目最优工期确定[J].中州煤炭.2004(4):16-17.
    [86]刘尔烈,张艳梅.建筑施工项目进度、成本和质量目标的综合优化[J].天津理工学院学报.2001.17(2):90-93.
    [87]王玉昆等.基于遗传算法的质量工期成本多目标优化研究[J].建筑技术开发.2003.30(7):101-105.
    [88]汪应洛,杨耀红.多合同的激励优化与最优工期确定预测[J].2005.24(2):60-63.
    [89]尹健,赵顺廷.多约束事件下施工进度计划控制技术[J].建筑管理现代化.2006. (5):24-27.
    [90]胡运权,田丰.运筹学教程.第2版[M].北京:清华大学出版社.1999.
    [91]任玉峰,刘金昌.施工组织设计与进度管理[M].北京:中国建筑工业出版社.2001.
    [92]伊东正安.现代图论基础[M].北京:高等教育出版社.1987.
    [93]四川二滩国际工程咨询有限责任公司.施工延误及其损害[M].北京:中国水利水电出版社.2003.
    [94]中国建设监理协会组织编写.建设工程进度控制[M].北京:知识产权出版社.2003.
    [95]Gary.Systems analysis and design using network techniques.Prentice-Hall.1983.10(3):26-39.
    [96]Freund,J.E.and Williams,F.J.(1972).Elementary Business Statistics[M].2nd ed.Prentice-Hall.Englewood Cliffs.NJ.
    [97]John Christian,Daniel Hachey.Effect of delay times on production rates in construction[J].Journal of Construction Engineering and Management.1995.121(1):20-26.
    [98]Mikhail Chester and Chris Hendrickson,Cost Impacts,Schedule Impacts,and the Claims Process during Construction[J].Journal of Construction Engineering and Management.2005.131(1):101-107.
    [99]A.Singh,Accelerated work-schedule design considering efficiency for overtime and overmanning Engineering[J].Construction and Architectural Management.2003.10(5):312-321.
    [100]US Army.Modification evaluation impact guide Corps of Engineers[M].July.WashingtonD.C.1979.
    [101]齐东海,宋向群.工程项目进度管理[M].大连:大连理工大学出版社.2001.18-19.
    [102]姚兵.建筑经营学研究[M].北京:北京交通大学出版社.2007.
    [103]Sullivan,A and Hams.Delays on large construction projects[J].International Journal of Operation and Production Management.1986.(6).
    [104]Arditi,D.Akan,G T and Gurdamar.Reasons for delays in public projects in Turkey[J].Construction Management Economics.1985.(3).
    [105]Dlakwa,M M and Culpin,M F.Reasons for overrun in public sector construction projects in Nigeria[J].International Journal of Project Management.1990.8(4).
    [106]Peter F.Kaming,Paul O.Olomolaiye,Gary D.Holt and Frank C.Hams.Factors influencing construction time and cost overruns on high-rise projects in Indonesia[J].Construction Management and Economics.1997.(15).
    [107]Yaw Frimpong,Jacob Oluwoye and Lynn Crawford.Causes of delay and cost overruns in construction of groundwater projects in developing countries;Ghana as a case study[J].International Journal of Project Management.2003.(21).
    [108]Mohammed I A1-Khalil,Mohammed A A1-Ghafly.Delay in public utility projects in SaudiArabia[J].International Journal of Project Management.1999.7(2).
    [109]P.E.D.Love,G.D.Holt,L.Y.Shen,H.Li,Z.Irani.Using systems dynamics to better understand change and rework in construction project management systems[J].InternationalJournalof Project Management.2002.(2):425-436.
    [110]Kimberly Reichelt,James Lyneis.The dynamics of project performance:bench marking the drivers of cost and schedule overrun[J].European Management Journal.1999.17(2):135-150.
    [111]Pugh Roberts Associates-PA Consulting Group.PMMS-Program Management Moeling System[R].Pugh Roberts Associates.USA.1981.
    [112]Eden C,Sims D.On the nature of problems in consulting practice[J].OMEGA.1979.(7):119-127.
    [113]Abdel-Hamid,T.and Madnick,S.E.Software Project Dynamics:An Integrated Approach[M].PreticeHall,Englewood Cliffs.NJ.1991.
    [114]Ford.D.N.The dynamics of project management:an investigation of the impacts of project process and coordination performance[D].Ph.D.Dissertation,Massachusetts Institute of Technology.August.1995.
    [115]Ford.D.N.and Sterman,J.D.Dynamic modeling of product development processes[R].System Dynamics Review 14.
    [116]Halligan,D.W,Demsetz,L.A,Brown,J.D andPace,C.B.Action-response model and loss of productivity in construction[J].Journal of Construction Engineering and Management.1994.120.47-64.
    [117]High Performance Systems Inc.iThink User Manual[R].High Performance Systems Inc.2005.
    [118]宋宗宁.建设工程索赔与反索赔[M].上海:同济大学出版社.2007.
    [119]李冰心等.承包商施工合同风险分析与防范[J].建筑经济.2007.(8):91-93.
    [120]刘伊生.建设工程招投标与合同管理[M].北京:北方交通大学出版社.2002.
    [121]汪小超,胡云世,李燕.浅析工程项目建设中的工期索赔[J].工程建设与设计.2003.(9):46-47.
    [122]中国建设监理协会组织编写.建设工程监理概论[M].北京:知识产权出版社.2003.
    [123]李启明,朱树英,黄文杰.工程建设合同与索赔管理[M].北京:科学出版社.2001.262-283.
    [124]国际咨询工程师联合会与中国工程咨询协会编译.施工合同条件[M].北京:机械工业出版社.2002.
    [125](英)土木工程师学会编,方志达等译.工程施工合同与使用指南[M].北京:中国建筑工业出版社.1999.
    [126]建设部政策法规司编.建设系统合同示范文本汇编[M].北京:中国建筑工业出版社.2001.
    [127]赵振宇等.FIDIC施工合同条件下承包商风险探析[J].土木工程学报.2003.36(9):34-37.
    [128]徐秀香.关于工期索赔报告的撰写[J].沈阳大学学报.2002.14(4):65-66.
    [129]孟宪海,周定山.工期延误和赶工索赔及案例[J].国际经济合作.2003.(12):45-49.
    [130]李维芳.工程变更确认与控制[J].建筑经济.2007.(3):21-23.
    [131]吴书安.工程变更的分类控制[J].建筑经济.2007.(7):82-84.
    [132]成虎.建筑工程合同管理与索赔[M].南京:东南大学出版社.2000.
    [133]Peter Hibberd著.路晓村等译.工程争端替代解决方法与裁决[M].北京:中国建筑工业出版社.2004.
    [134]郭耀煌,王亚平.工程索赔管理[M].北京中国铁道出版社.1999.
    [135]吕胜普,李建设,杨飞雪.多事件交叉干扰下的工期索赔方法[J].土木工程学报.2005.38(11):112-116
    [136]建设部工程质量安全监督与行业发展司.中国建筑业改革与发展研究报告[M].北京中国建筑工业出版社.2006.
    [137]李学伟等著.经济数据分析预测学[M].北京:中国铁道出版社.2001.
    [138]金维兴等.中国建筑业新的经济增长点和增长力[M].中国建筑工业出版社.2008.
    [139]李景茹.大型工程施工进度分析理论方法与应用[D].天津大学博士学位论文.2003.6.
    [140]贾广设,王广斌.大型建设工程项目总控模式的研究[J].土木工程学报.2003.36(3):7-10
    [141]刘津明.工程项目进度计划优化方法的研究[J].天津大学学报.2003.36(5):610-613.
    [142]闵永慧,苏振民.精益建造体系的建筑管理模式研究[J].建筑经济.2007.1.52-55.
    [143]陈勇强,张浩然.精益建造理论在工程项目管理中的应用[J].中国港湾建设.2007.8(4):74-76.
    [144]马瀛.工程项目管理中费用与进度关联性分析方法[J].核动力工程.2008.29(3):124-128.
    [145]王延树,成虎.大型施工项目的集成管理[J].东南大学学报.2000.30(4):100-104.
    [146]Chapman C..Project Risk Analysis and Management[J].International Journal of Project Management.1997.15(5).
    [147]Rao Tummala V.M.,Nkasu M.M.and Chuah K.B..A Systematic Approach to Project Risk Management[J].Mathematical Modeling and Scientific Computing.1994.(4).
    [148]David Arditi and Thanat Pattana Kitchamroon.Analysis Methods in Time-Based Claims[J].Journal of Construction Engineering and Management.2008.134(4):242-251.
    [149]Tarek Hegazy and Wail Menesi Delay Analysis.Under Multiple Baeline Updates[J].Jurnal of Construction Engineering and Management.2008.134(8):575-582.
    [150]MingLu and Hoi-ching Lain.Critical Path Scheduling under Resource Calendar Constraits[J].Journal of Construction Engineering and Management.2008.(1):25-31.