Guide · Overview

Schedule health at a glance: reading the first screen of a P6 schedule review

The Overview is the page a review opens on. It adds no analysis of its own: it reads the other sections and puts on one screen what you need before deciding where to spend the next hour. This guide says how each figure is made, what the grade does and does not measure, and walks through the first screen of a metro extension's August update.

Trestle Path Analytics Corp.Worked example: Vireo Line demonstration set11 min read

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The short answer

The Overview is the first screen of a Trestle Path review. It shows a schedule health grade (the mean of the applicable DCMA 14-point checks, each scored 100, 55 or 10), the forecast finish against the prior update, the baseline and the contract date, up to eight findings that need your attention with the worst first, the health of the critical path, the critical work in the next 30 days and what changed since last month. Every figure comes from the analysis behind another section, and every card opens that section. The review verdict (pass, caution or fail) is not on the Overview: it is printed on the front page of the Comprehensive workbook, in the Report Composer and in the printable report.

One grade from thirteen checksUp to eight findings, worst firstThe finish, the path, the next 30 daysEvery card opens its evidence

What is on the first screen

Read from the top, the page answers a reviewer's questions in the order they come up: which file, against what; how well built; when it finishes; what needs looking at; what drives the date; what changed.

PartWhat it showsSource
Identity lineThe file, its data date, the activity and relationship counts, and the update it is compared with. The counts are the population the review is counted over; hover for how it differs from the file's row countData Mapping
Schedule healthA letter grade and its word, the composite out of 100, the DCMA 14-point pass count and the GAO conformance indexDCMA 14-Point Assessment
Project finishThe latest forecast finish, its movement against the prior update, and its position against a contractual date the file imposesCritical Path, Month-over-Month
Needs your attentionUp to eight findings, red before amber, each a count, a title and one sentence; the checks that passed as chips beneathThe page each card opens
Completion & milestonesThe finish against the prior update, the baseline and the contractual date; the remaining key milestones with their float and movementMonth-over-Month
Critical-path healthActivities on Float Path 1, overlap with the prior path, CPLI, near-critical work and the total-float profile of unfinished workCritical Path, DCMA
Critical work, next 30 daysEvery critical start or finish within 30 days of the data dateCritical Path
What changed this periodActivities and relationships added and deleted, duration changes, float lost, newly completed, actual dates changedMonth-over-Month

There is no per cent complete on the page, by design. A count of finished activities weighs a one-day submittal the same as a two-hundred-day tunnel drive, and no single weighted figure can be quoted without saying what it is weighted by. Weighted progress is on the Earned Value page, measured on a resource you nominate.

How the health grade is scored

The grade is a roll-up of the DCMA 14-point checks and nothing else. Each applicable check scores 100 when it passes, 55 when it is a watch (beyond its limit but within twice it) and 10 when it fails, and the composite is the plain mean, every check counting once. A check that cannot be evaluated drops out rather than scoring: missed tasks and the baseline execution index without a baseline, or negative float when float is measured only to the schedule's own finish and nothing in the file imposes a date. Check 10, resources, is reported on the DCMA page and never scored, so thirteen is the most the grade can carry.

GradeCompositeWord on screen
A85 and abovestrong
B70 to below 85generally sound
C55 to below 70mixed
D40 to below 55weak
Fbelow 40poor

Beside the grade, GAO conformance reads the same checks against the characteristics of a reliable schedule in GAO-16-89G. Comprehensive takes logic, long durations and resources; well-constructed takes logic, leads, lags, relationship types, hard constraints, negative float, the critical path test, CPLI and high float; controlled takes invalid dates, missed tasks and BEI. Each is the mean of its checks on the same scale, and the index is the mean of the three. Credible rests on traceability and a schedule risk analysis, which this review does not measure, so it is reported as not assessed.

The grade measures how the schedule is built. It does not include the red-flag register, the AACE 53R-06 update review or the riding-the-data-date analysis, each of which carries its own verdict. The scale and the letter bands are Trestle Path's convention, and each check's limit is DCMA's default unless you set your own under DCMA14 Limits. Read the failing checks, not the letter.

The grade is not the verdict

The review verdict is worked out when the review loads and printed on the front page of the Comprehensive Quality & Forensic workbook, in the Report Composer and in the printable report. The Overview carries the grade and leaves the verdict to those deliverables. The verdict is the worst of six section verdicts, with one rule that stops the front page reading worse than its evidence:

Section verdictWhat it can do to the front page
The reliability scorecard (GAO), the DCMA 14-point check, missed tasks against the baselineLower it to caution, never to fail: they are discussion triggers, not acceptance criteria
The composite gradeA or B leaves it; C, D or F lowers it to caution
The AACE 78R-13 baseline review, the AACE 53R-06 update review, the red-flag registerMake it fail

When more than one section fails, the front page names the first in a fixed order. A well-built schedule can still fail: rewriting history the prior update had already reported is a hard error under AACE 53R-06, whatever the network looks like.

Needs your attention, and what clears

Each card is a count, a title and one sentence on a coloured rail. Red is worth a review comment; amber is worth a question. Red cards come first, no more than eight are shown, and each opens the page where the finding is evidenced, usually the register of the activities behind the count.

CardWhen it showsRail
Negative floatAny unfinished activity below zero total floatRed
Changed historical actual datesAn actual start or finish the prior update reported has changed or gone. Counted in dates, with the activities in the sentenceRed
Actuals past the data dateWork statused in the futureRed
Float held in durations on the critical path; slip absorbed by float held as workAn unfinished critical activity named as float, a buffer, contingency or a schedule allowance (amber); one of them cut this period while another activity slipped (red)Amber or red
Critical path shifting, or re-routed70 to 89 per cent of the prior update's remaining critical path is still on it (amber), or less than 70 per cent (red)Amber or red
Behind the prior planActivities the prior update had due to start or finish by the data date that have notAmber; red above 20
Hard (two-way) date constraintsMandatory start or finish, start on, finish on, on unfinished work: what DCMA check 5 countsRed when check 5 fails, amber otherwise
Late-date constraints (soft)Only when there are no hard ones: finish on or before, start on or before, each of which should trace to a contract dateAmber
Out-of-sequence progressWork progressed against a predecessor still open at the data dateAmber for 1 to 10, red above 10
Historical out-of-sequence overlapsNone open, but work started before a predecessor that has since finishedAmber
Float erosionWork activities with less total float than in the prior updateAmber
Logic deletedRelationships removed since the prior updateAmber
Open-ended logicDCMA check 1 does not passAmber
Invalid datesDates in conflict with status around the data date (DCMA check 9)Amber

A check that passes becomes a chip on the Cleared row. Some chips carry a note, because a pass is only as good as what it was measured against. "No negative float" says whether float was measured to dates the file imposes or only to the schedule's own finish, where nothing can go negative. The critical path every card uses is defined in critical path, longest path and float paths.

Using the first screen

  1. Load the current update, the prior update and, if you have it, the baseline, then press Run. The comparison half of the page needs the prior; without it the page says what to load. The baseline adds the finish's movement against the approved plan.
  2. Check the identity line: the right file, the right data date, the right comparison.
  3. Read the grade and the two figures beneath it. Below a B, open the DCMA page for the failing checks.
  4. Read the finish and its movement. A finish that moved earlier in a month with nothing completed is as much a question as one that slipped.
  5. Work along Needs your attention, red first, opening each card.
  6. Read the three cards: the milestones still ahead, whether the critical path held, and what on it starts or finishes in the next 30 days.
  7. Finish with What changed this period, then open Month-over-Month for the guided pass through the same changes; the guide to comparing two P6 updates covers it.
The Overview of Trestle Path Analytics on a metro extension's August update: schedule health C, 62 of 100, the project finish 2030-04-30 with its movement, six findings that need attention and three cleared checks
The first screen of the August update: the grade, the finish and what moved, six findings worst first, and the three checks that cleared.

Worked example: a metro extension's August update

The Vireo Line Extension is a fictional twin-bore metro extension with five underground stations, supplied with the product as a demonstration set; nothing in it is real. Its August 2026 update (data date 2026-08-01) was loaded with the July update as the prior and the 2020 baseline.

Who, what and how well built

The identity line reads 207 activities and 419 relationships. The file holds 212 activities: two sit in a WBS branch named Retired Scope and are removed, with their relationships, before anything is calculated, and three level-of-effort activities are held out of the scored metrics. The grade is C, mixed, 62 of 100:

ResultChecksPoints
PassLogic, leads, hard constraints, negative float, invalid dates, critical path test, CPLI (7)700
WatchBEI (1)55
FailLags, relationship types, high float, high duration, missed tasks (5)50
Composite13 applicable805 ÷ 13 = 61.9

GAO conformance is 60 of 100: comprehensive 55, well-constructed 70, controlled 55, credible not assessed. The DCMA guide reads each of the five fails on this file; most are the shape of a long metro programme rather than a defect.

The finish

The project finish is 2030-04-30, the Revenue Service Date milestone (VL-MS-0420): 78 days earlier than July's forecast, 25 days later than the baseline's 2030-04-05, and 153 days ahead of the Finish On or Before date of 2030-09-30 that the file imposes on that milestone. Substantial Completion (VL-MS-0410), the milestone Delay Analysis & Validation measures, is forecast for 2029-12-24, 64 days earlier than in July. The header's "153d ahead of contract date" sits under "Contract completion 2029-12-24" but is measured on the project finish; the completion card names the milestone and the constraint.

What needs attention

CardCountWhat is behind it
Changed historical actual dates (red)4Four reported actual dates on two activities: the entrance structures, canopies and plaza at Foundry Square (VL-FS-3140) and Nolan Park (VL-NP-3140)
Behind the prior plan7Elevators and escalators at four stations, the cross-passage linings (VL-CP-4300), the All cross passages complete milestone (VL-MS-0220) and the tunnel fibre backbone (VL-CM-6200)
Late-date constraints (soft)2Finish On or Before on Substantial Completion and on Revenue Service Date. There are no hard constraints, so DCMA check 5 passes
Out-of-sequence progress2The elevators and escalators at Rookery Point (VL-RP-3150), and the instrumentation and settlement monitoring level of effort (VL-LOE-INS), which this check counts as P6's scheduling log does
Float erosion33Work activities with less total float than in July
Logic deleted9Relationships removed since July, against 15 added

Three checks cleared: no negative float, measured to the two dates the file imposes; the critical path stable at 100 per cent; open ends within the DCMA limit.

The path and the next 30 days

Eighteen activities are on Float Path 1. All 15 of July's remaining critical activities are still on it, so the overlap reads 100 per cent, and three joined it. CPLI is 1.11, against a pass line of 0.95. Of the 77 unfinished work activities, 9 carry zero float or less, 12 are near-critical (above zero and up to 10 days), 15 carry 10 to 44 days and 41 more than 44 days, which DCMA check 6 flags. The only critical start or finish in the next 30 days is the tunnel invert, walkway and drainage in both bores (VL-TF-4400), in progress and due to finish 2026-08-27.

What changed, and the verdict

Against July: 9 activities added and 3 deleted, 15 relationships added and 9 removed, 11 original durations changed, 33 activities lost float, none newly completed, and 4 actual dates changed. The verdict on the workbook's front page is fail, named from the AACE 53R-06 update review. Its one failing check is the four changed actual dates; seven more are at caution, among them six calendar reassignments. The AACE 78R-13 baseline review fails as well. The red-flag register holds 14 flags, eight medium and six low, and one of them is a finish pulled earlier with no identified cause.

What the first screen tells a reviewer. The network is sound enough to carry weight: no open ends, no hard constraints, a critical path that held and a CPLI of 1.11. The update is the problem. Its finish moved 78 days earlier in a month in which nothing was completed, four dates already reported as history were rewritten, nine links were deleted and 33 activities lost float. Each is a card or a tile on this one screen. The first comment goes back on the rewritten actual dates; the second asks what pulled the finish in. The Earned Value page reads the same month from the other side: the earned position moved from 64.9 to 78.7 calendar days behind the approved plan.

What it does not do

  • It summarises; it does not analyse. Every figure comes from the analysis behind another section, which is where to check it and where the activities are listed.
  • The grade sees construction only. It cannot see rewritten history, deleted logic or a finish pulled in without cause; the verdict, the update review and the red-flag register can.
  • Half of it needs the prior update. Without one, the comparison cards and tiles are replaced by a note saying what to load.
  • Eight cards at most. When more checks trip, the least severe are left off the screen; their own sections still report them.
  • Key milestones are chosen by rule: the project completion first, then completion events, imposed dates and handovers by date, six at most. A milestone the file neither names nor constrains as one is not on the card.
  • The contractual date comes from the file, from a finish constraint it imposes. A date that exists only in the contract cannot be shown.

Where to find it

The Overview is included in the Analyst and Expert plans and in the fourteen-day trial, and the review opens on it; a plan without it opens on the first section it includes. It reads P6 XER and MS Project XML. Current prices are on the pricing page. For the same August update read section by section, see the sample review.

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Try it on your own schedule

Fourteen days free, no credit card, every section open. Your XER or XML file is read in your browser and never uploaded; only anonymous numbers reach the calculation service, and nothing is stored.

RelatedA full sample reviewDCMA 14-point assessmentCritical path, longest path and float paths