PMI-SP® Cheatsheet — CPM/Float, Baselines, Status Rules, and Schedule QA

High-yield PMI-SP® cheat sheet: dependency logic, critical path/float, resource constrained scheduling, baselines/change control, status rules, schedule QA checks, and core EVM schedule metrics.

Use this page as your “best answer” compass: logic integrity → measurable status → governed change.

CPM basics (must-know)

  • Critical path: the longest path through the network (drives the finish date).
  • Total float: how much an activity can slip before it delays a milestone/end date.
  • Near-critical path: small float + high risk; manage it like critical when uncertainty is high.

Dependencies & constraints (quick rules)

  • Prefer logic links over hard constraints. Constraints hide problems and distort float.
  • Relationship types: FS, SS, FF, SF (know what each implies).
  • Leads/lags should represent real-world physics/hand-offs, not “schedule cosmetics.”

Resource constrained scheduling

  • Resource calendars drive realism (availability beats optimism).
  • Leveling/smoothing changes the critical path—re-check drivers after resource changes.
  • Watch for “perfect plan, impossible staffing”: over-allocation is a schedule risk, not a rounding error.

Baselines & change control

  • Baseline = your measurement reference. Treat baseline changes as governed events.
  • Keep version history + change logs (who approved, what changed, impact).
  • Don’t re-baseline to hide variance; re-baseline to reflect approved scope/strategy changes.

Statusing (make data usable)

  • Use a consistent cut-off date and definitions for percent complete/remaining duration.
  • Validate reported progress against completion criteria and observable outputs.
  • Garbage in → garbage out: bad status data makes every analysis wrong.

Schedule QA checks (high yield)

  • Missing predecessors/successors (open ends).
  • Excessive constraints or “date driving” instead of logic driving.
  • Negative float and why it exists.
  • Out-of-sequence work and broken logic.
  • Unjustified lags, unusually long durations, and unrealistic calendars.
  • Subcontractor schedules not aligned to the integrated master schedule.

EVM schedule metrics (core)

  • SV = EV − PV (schedule variance)
  • SPI = EV / PV (schedule performance index)

Interpretation matters more than memorizing formulas: what does the metric imply you should do next?