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Abstract
A new buffer sizing method based on the uncertainty of the project is proposed in order to improve the accuracy of buf-
fer management. Assuming that the project activities follow lognormal distribution, the model proposed first analyzes the
influence of uncertainty, which is characterized as the main factor to affect the activitys duration. Fuzzy theory is then
introduced to calculate the uncertainty and is adjusted using resource tightness and network complexity. Finally, a new
buffer sizing model based on the uncertainty and the project attributes is introduced. The effectiveness of the method is
verified by employing the Monte Carlo simulation, and the actual duration and cost are obtained on the basis of the mean
and variance of the project. The experimental results show that the buffer obtained using this method is smaller than the
cut and paste method but larger than the root square error method. These findings indicate that the new model is able
to avoid the excessive protection issues of the cut and paste method and overcome the root square error methods prob-
lem as regards an insufficient consideration of project attributes. The method proposed fully considers the factors that
affect buffer sizing, signifying that it can provide the project with effective protection and an appropriate buffer size.
Keywords
critical chain, buffer, trapezoidal fuzzy number, uncertainty, attribute dependent
Introduction (1997) and the root square error method (RSEM) pro-
posed by Newbold (1998). The deficiency of the C&PM
The concept of the critical chain was originally defined is that it may provide the project with excessive protec-
as a set of interdependent project activities that deter- tion, while the disadvantage of RSEM is that it may
mine the shortest duration of the project, in which the make the buffer size calculated smaller than necessary
resource and the activity dependencies are equally (Bie et al., 2012). Other improved methods based on
important in determining the critical chain (Goldratt, project attributes have accordingly been proposed to
1997). Goldratt (1997) states that the projects planned adjust the buffer. However, these methods calculate the
duration often contains a great amount of safety time safety time by means of project variance and seldom
because the project plan is developed according to the provide a detailed discussion on the determination of
most painful experience and also because of senior dele- uncertainty. In fact, the uncertainty of a project is a
tion prevention. The main consequence of the safety fuzzy concept, and it is therefore difficult to calculate it
time will be the relaxation of the project path. The with any other methods except fuzzy theory.
safety time is usually located at various stages of the
project, but this decentralized safety time will increase
the projects completion time. Moreover, in most cases 1
Dongling School of Economics and Management, University of Science &
the safety time of the plan will be wasted because of the
Technology Beijing, Beijing, P.R. China
student syndrome, unreported early completion, and 2
Law and Social Sciences School, University of Castilla-La Mancha,
impact of multi-tasking on the lead tasks, among oth- Ciudad Real, Spain
ers. Goldratt accordingly adopts the concept of the buf-
fer in order to absorb the uncertainty in the project Corresponding author:
Junguang Zhang, Dongling School of Economics and Management,
rather than using the safety time term. University of Science & Technology Beijing, No. 30 Xueyuan Road,
The most classical buffer sizing methods are the cut Haidian District, Beijing 100083, P.R. China.
and paste method (C&PM) proposed by Goldratt Email: zhangjg@ustb.edu.cn
The project schedule plan is full of uncertainties the actual conditions and features of the project, which
because of the unpredictability of the project itself, may lead to some quality problems (Herroelen and
external environmental factors, and customer require- Leus, 2001). Ashtiani et al. (2007) use the mathematical
ment changes, among others. In view of the limitations statistics method to study the buffer size and reach the
of traditional methods, the intention of this study is conclusion that Goldratts 50% buffer size method will
therefore to make headway in this research area and to lead to serious waste. Another alternative to Goldratts
propose a new model with which to determine the proj- (1997) approach is the RSEM, which is based on the
ect buffer. This study proposes a buffer sizing method central limit theorem and performs much better, partic-
based on uncertainty and integrates both resource tight- ularly in the case of larger projects (Newbold, 1998). In
ness and network complexity. More specifically, this this method, it is supposed that the activities are
research also presents a new activity uncertainty based mutually independent for central limit theorem to
on the buffer determination model by integrating the work. In fact, the activities in a network have a correla-
advantages of previous research and circumventing tion. They might be affected by the same factors, such
their shortcomings. as resource tightness or network complexity, which
Given this backdrop of fragmented insights, this arti- makes the buffer size calculated by the RSEM smaller
cle makes three key contributions. First, fuzzy theory is than necessary and decreases the projects protection.
first introduced to calculate the uncertainty of the proj- In terms of project attribute buffer sizing methods,
ect so as to determine the project buffer. Although pre- Tukel et al. (2006) propose an adaptive procedure with
vious authors (Kuo and Lu, 2013) have employed fuzzy resource tightness (APRT) method and an adaptive
models to enhance risk assessment, the proposed procedure with density (APD) method. These methods
method presents a new buffer sizing approach with use the RSEM as a basis to consider the effect of the
which to calculate uncertainty. Second, based on the project attributes on buffer size. Chu (2008) take into
interaction between project activities, the resource tight- account the effect of managers risk preferences while
ness and the network complexity are jointly used to considering resource tightness and network complexity
adjust the project buffer, which is more accurate than and obtain a new buffer sizing method that can ensure
those methods that do not consider the project attribute the appropriate buffer size regardless of how many pro-
or the factors separately. Finally, uncertainty is proved cesses exist in the chain. Shan et al. (2009) have
to be the main factor affecting the project duration, designed a method with which to determine buffer size
which helps to study the project buffer in terms of based on the analysis of the risk event caused by acci-
uncertainty. The relationship between the proposed dental factors during project implementation.Yang
method and the attributes of the project itself is closer et al. (2008) set three correction factors of project prop-
than in traditional methods. erty based on the RSEM and determine the effect of
The remainder of this article is structured as follows. these three factors on the project schedule by means of
The second part contains a review of previous studies data simulation, which improves the buffer sizing
dealing with the main features of buffer sizing methods. method. In order to improve the efficiency of buffer
Section Uncertainty assessments of the activities management and optimize the estimation accuracy of a
describes how to use fuzzy theory to assess the activity project buffer, Zhang et al. (2014) propose an innova-
uncertainty. The fourth section formulates the calcula- tive buffer sizing method based on attribute optimiza-
tion of the project attributes and proposes a new buffer tion which considers the comprehensive effect of
determination model. In section Experimental lay- resource tightness and network complexity. Yang and
outs, the model is demonstrated with an example from Fu (2014) propose a multi-project schedule method on
the basis of task priority and critical chain, thus solving
an industrial process using the optimization and simu-
the multi-project resource schedule problem in the
lation methods. The final section includes the conclu-
automobile research and development (R&D) process.
sions of this study.
Fuzzy theory is increasingly being used to evaluate
the status of projects owing to the unpredictability of
Literature review the project implementation status (Miyuan et al., 2009;
Naeni et al., 2013). In this respect, Long and Ohsato
Buffer management has an important significance in (2008) simulate the project uncertainty with fuzzy num-
terms of overcoming student syndrome and providing bers and calculate the size of the project buffer using
the project with adequate protection. Buffer manage- genetic algorithms and trapezoidal fuzzy theory as a
ment has already become one of the core contents of basis. The innovation of this approach lies in the fact
the critical chain theory. The first buffer sizing method, that, in the case of a lack of historical data, the use of
denominated as the C&PM, was proposed by Goldratt expert judgment to estimate the specific circumstances
(1997). However, this simple method does not consider of the project is conducive to dealing with specific
S(A \ B)
AI(A, B) = 2
Estimating the uncertainty with trapezoidal fuzzy S(A)
numbers where
The proposed method uses trapezoidal fuzzy sets
A(i) = a(i), b(i), c(i), d(i) to estimate the uncertainty of c(i) b(i) + d(i) a(i) d(i) s(i)2
the project, as shown in Figure 2. The membership S(A \ B) =
2 2 3 d(i) c(i)
function m has values in [0, 1], and it is used to express 3
the degree of an uncertainty factor si belonging to a
RSEM: root square error method; C&PM: cut and paste method; APRT: adaptive procedure with resource tightness; APD: adaptive procedure with
density.
Figure 6. Probability distribution of duration (left) and frequency distribution of duration and cost (right).
cost, buffer consumption, and probability of delay. RSEM, APRT, and APD. All the comparison results
Moreover, the results are compared with the C&PM, are shown in Table 3 and Figures 5 and 6.
The results of this actual case allow us to draw the required by the RSEM. The proposed method has a
following conclusions. First, as can be observed from higher completion rate than the RSEM.
the results in Table 3, the buffer size determined by the
proposed method is less than that of the C&PM but
larger than that of the RSEM. The duration and cost Conclusion
determined by the proposed method are, meanwhile, Project schedule planning is a predictive work, which is
smaller than those of the C&PM and RSEM. There are developed according to planners experience and sub-
three reasons for these findings. First, the C&PM cuts jective judgment. Considering that the actual imple-
half of the project duration as a project buffer without mentation of the future status is unknown, this article
considering the number of activities. This will make the proposes a new model with which to determine a proj-
buffer size increase linearly with the number of activi- ect buffer. Based on the assumption that the project
ties, thus resulting in excessive protection when the activities follow lognormal distribution, the analysis of
number of activities is large. Second, the RSEM the impact factors of the project duration is used to
assumes that the activity time durations are indepen- determine that the main factors affecting the buffer are
dent of each other based on the central limit theorem. uncertainties. A fuzzy theory and trapezoidal fuzzy
In fact, the activities are not independent. The RSEM numbers are then introduced to calculate the uncer-
will therefore inevitably lead the buffer determined to tainty of the project, which is the initial project buffer.
be smaller than the actual requirement. Third, the pro- Finally, the initial project buffer is adjusted by using
posed fuzzy theory introduced to measure the safety resource tightness and network complexity, thus allow-
time and uncertainty is therefore determined by the ing it to avoid the deficiency of the central limit theo-
actual situation of a project, thus avoiding the insuffi- rem. The experimental results show that this method
ciency of cutting the estimated duration by half. can consider different project attributes effectively, set
Moreover, the project buffer is then adjusted by project a more accurate project buffer, and provide the project
attributes, thus making the buffer more reasonable. with more effective protection.
Second, according to Figure 5, the buffer consump- The study of human behavior and psychological fac-
tion of the proposed method is smaller than that of tors has great theoretical and practical significance
RSEM, and both the two methods have some buffer regarding how to measure and estimate the project buf-
left. The proposed method not only has smaller dura- fer more accurately. The project manager can reduce
tion and cost but also has a lower delay probability. the project schedule and improve the timely completion
Based on the critical chain theory, the proposed rate effectively by adopting the proposed method.
method extracts a proper buffer and shortens the proj- Despite the strengths of this research, the main limita-
ect duration. The shortening of the project duration tion of this study is that the determination of the fuzzy
will therefore lead to a reduction in costs and a double number set lacks actual statistical data, which are
optimization of project duration and cost. mostly decided according to the experts experience
Third, the results of buffer consumption and delay and subjective behavior factors. How to determine the
probability are also compared with APRT and APD practical fuzzy set in a numerical manner is, therefore,
(Tukel et al., 2006). As shown in Table 3, both the buf- still a problem for further study.
fer consumption and the probability are lower than As a new project planning idea, there has been much
that of APRT and APD. APRT and APD did not con- progress in buffer research and the buffer application
sider the comprehensive effect of resource tightness and area. However, there are still several limitations that
network complexity, so the delay will inevitably occur have to be taken into consideration. Herroelen and
because of insufficient buffer. The proposed method Leus (2001) conducted a detailed analysis and summary
determines an appropriate buffer size, thus reducing regarding the advantages and disadvantages of buffer
the delay probability and providing a better protection. management. Future research could improve buffer
Fourth, the cumulative probability and frequency monitoring and early warning mechanisms based on
distributions are shown in Figure 6. The frequency dis- the present studies, which combine the buffer with the
tribution diagram refers to the 500 experimental results specific conditions of the project activities. In addition,
distributed situation. As can be obtained from the fre- the core concept of the critical chain is that the project
quency distributions, the simulation result tends to be plan contains a large number of safety times owing to
concentrated, the fluctuation is small, and the project human factors: most of the safety times are wasted
risk is greatly reduced. For example, the duration with because of the student syndrome (Goldratt, 1997).
a 90% completion guarantee rate is 76 days for the Further studies will also focus on an analysis of the
proposed method, which is smaller than the duration influence of human nature, such as the influence of the
motivation factor and the penalty factor, which would Lin L and Gang D (2010) Measurement methods on the com-
allow us to control both effective and humanized safety plexity of network. Journal of Harbin Institute of Technol-
time. ogy (New Series) 17(4): 540547.
Long LD and Ohsato A (2008) Fuzzy critical chain method
for project scheduling under resource constraints and
Declaration of conflicting interests uncertainty. International Journal of Project Management
The authors declare that there is no conflict of interest. 26(6): 688698.
McCabom CS (1993) Using PERT as an approximation of
fuzzy projection network analysis. IEEE Transactions on
Funding Engineering Management 40(2): 146153.
This research received no specific grant from any funding Miyuan S, Yong L, Bin R, et al. (2009) Research on critical
agency in the public, commercial, or not-for-profit sectors. chain buffer based on the perspective of uncertainties. Soft
Science 8: 2629.
Naeni LM, Shadrokh S and Salehipour A (2013) A fuzzy
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Author biographies
Junguang Zhang received the B.E.and M.E. degree from Wuhan University of Technology
(WHUT), and received the PhD from Beijing University of Post and Telecommunication (BUPT),
Beijing, China. He is an associate professor in Dongling School of Economics & Management in
University of Science & Technology Beijing (USTB). He previously worked as a senior project
manager in a famous company, managing complex development projects. He also served as a visit-
ing scholar in Robins Business School at University of Richmond. His research involves managing
the development process of complex engineering project, the critical chain project management,
software project planning, software project monitoring and control, optimization and simulation.
He has published numerous articles.
Saike Jia received the Bachelors degree in Henan University of Economics and Law. She is cur-
rently working towards the Master degree in project management in the Dongling School of
Economics & Management at University of Science & Technology Beijing (USTB). Her current
research interest is critical chain project buffer management, software project management.
Estrella Diaz is an Associate Professor in the Law and Social Sciences School of University of
Castilla-La Mancha (Spain). She holds a PhD in Business Strategy and Marketing from the
University of Castilla-La Mancha (Spain). Her research emphasizes transportation and supply
channels, customer relationship, services and tourism issues. She has articles published in refereed
journals such as International Journal of Hospitality Management, Journal of Global Academy of
Marketing Science, and Qualitative Market Research among others. She is also the co-author of
several books on Marketing. She has won several awards for her research.