The program evaluation and review technique (PERT) is a statistical tool used in project management, which was designed to analyze and represent the tasks involved in completing a given project. PERT was originally developed by Charles E. Clark for the United States Navy in 1958; it is commonly used in conjunction with the Critical Path Method (CPM), which was also introduced in 1958.
Overview PERT is a method of analyzing the tasks involved in completing a project, especially the time needed to complete each task, and to identify the minimum time needed to complete the total project. It incorporates uncertainty by making it possible to schedule a project while not knowing precisely the details and durations of all the activities. It is more event-oriented than start- and completion-oriented, and is used more for projects where time is the major constraint rather than cost. It is applied to very large-scale, one-time, complex, non-routine infrastructure projects, as well as R&D projects. PERT offers a management tool, which relies "on arrow and node diagrams of activities and events: arrows represent the activities or work necessary to reach the events or nodes that indicate each completed phase of the total project." PERT and CPM are complementary tools, because "CPM employs one time estimation and one cost estimation for each activity; PERT may utilize three time estimates (optimistic, expected, and pessimistic) and no costs for each activity. Although these are distinct differences, the term PERT is applied increasingly to all critical path scheduling."
History PERT was developed primarily to simplify the planning and scheduling of large and complex projects. It was developed by the United States Navy Special Projects Office, Lockheed Aircraft, and Booz Allen Hamilton to support the Navy's Polaris missile project. It found applications throughout industry. An early example is the 1968 Winter Olympics in Grenoble which used PERT from 1965 until the opening of the 1968 Games. This project model was the first of its kind, a revival for the scientific management of Frederick Taylor and later refined by Henry Ford (Fordism). DuPont's CPM was invented at roughly the same time as PERT.
Initially PERT stood for Program Evaluation Research Task, but by 1959 was renamed. It had been made public in 1958 in two publications of the U.S. Department of the Navy, entitled Program Evaluation Research Task, Summary Report, Phase 1. and Phase 2. both primarily written by Charles F. Clark. In a 1959 article in The American Statistician, Willard Fazar, Head of the Program Evaluation Branch, Special Projects Office, U.S. Navy, gave a detailed description of the main concepts of PERT. He explained:
Through an electronic computer, the PERT technique processes data representing the major, finite accomplishments (events) essential to achieve end-objectives; the inter-dependence of those events; and estimates of time and range of time necessary to complete each activity between two successive events. Such time expectations include estimates of "most likely time", "optimistic time", and "pessimistic time" for each activity. The technique is a management control tool that sizes up the outlook for meeting objectives on time; highlights danger signals requiring management decisions; reveals and defines both methodicalness and slack in the flow plan or the network of sequential activities that must be performed to meet objectives; compares current expectations with scheduled completion dates and computes the probability for meeting scheduled dates; and simulates the effects of options for decision— before decision.
Ten years after the introduction of PERT, the American librarian Maribeth Brennan compiled a selected bibliography with about 150 publications on PERT and CPM, all published between 1958 and 1968. For the subdivision of work units in PERT another tool was developed: the Work Breakdown Structure. The Work Breakdown Structure provides "a framework for complete networking, the Work Breakdown Structure was formally introduced as the first item of analysis in carrying out basic PERT/CPM."
Terminology
Events and activities In a PERT diagram, the main building block is the event, with connections to its known predecessor events and successor events.
PERT event: a point that marks the start or completion of one or more activities. It consumes no time and uses no resources. When it marks the completion of one or more activities, it is not "reached" (does not occur) until all of the activities leading to that event have been completed. predecessor event: an event that immediately precedes some other event without any other events intervening. An event can have multiple predecessor events and can be the predecessor of multiple events. successor event: an event that immediately follows some other event without any other intervening events. An event can have multiple successor events and can be the successor of multiple events. Besides events, PERT also tracks activities and sub-activities:
PERT activity: the actual performance of a task which consumes time and requires resources (such as labor, materials, space, machinery). It can be understood as representing the time, effort, and resources required to move from one event to another. A PERT activity cannot be performed until the predecessor event has occurred. PERT sub-activity: a PERT activity can be further decomposed into a set of sub-activities. For example, activity A1 can be decomposed into A1.1, A1.2 and A1.3. Sub-activities have all the properties of activities; in particular, a sub-activity has predecessor or successor events just like an activity. A sub-activity can be decomposed again into finer-grained sub-activities.
Time PERT defines four types of time required to accomplish an activity:
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