Phase 1: Pre-Planning

• Review Project Scope: Identify HVAC systems and project phasing.
• Complete Quantity Takeoff: Ducts, equipment, piping, insulation, and accessories.
• Assign Labor Units: Apply manhours per unit and adjust for productivity.
• Group Work Packages: Rough-in, equipment set, testing, trim, and control.

Phase 2: Build the Schedule

• Define Activities: Break down work (e.g., install duct trunkline).
• Sequence Activities: Follow logical trade flow from submittals to commissioning.
• Estimate Durations: Use total labor ÷ crew size to calculate time.
• Identify Dependencies: What must be completed before next activity?

Phase 3: Monitor & Adjust

• Assign Resources: Allocate crews and plan for delivery lead times.
• Set Milestones: Define key points: rough-in complete, startup, final inspection.
• Track Progress: Monitor weekly and adjust as needed.

Tip: Use Gantt charts or software like Smartsheet, MS Project, or Excel to visualize schedule.