DCMA-14 Metric 10: Do Construction Schedules Need to Be Resource-Loaded?
Key takeaways
- The DCMA pamphlet's IMS data item description (DI-MGMT-81650) does not require the contractor to load resources into the schedule.
- The resources check applies only when the contractor loads resources; it then looks at incomplete tasks with duration greater than zero that carry no dollars or hours.
- The pamphlet gives no numeric threshold for the resources metric.
- GAO's schedule best practices (GAO-16-89G) call for resources to be assigned to activities, so a contract or review standard may require what DCMA does not.
- In construction, practical loading is usually cost for pay applications and earned value, plus labor and equipment on critical or constrained work.
No, not every construction schedule needs to be resource-loaded under DCMA. The IMS data item description does not require resource loading, and the resources check applies only if the contractor loads resources. Contracts or GAO-style best practices may still require it, and then every task with a duration over zero should carry dollars or hours.
This is metric 10 in the DCMA-14 schedule assessment. The title of many guides ("unresourced schedules fail") overstates it, and the distinction matters when you write or review a specification.
What does the DCMA resources check say for a construction schedule?
The pamphlet applies the check to tasks with a duration greater than zero. It states that the IMS data item description, DI-MGMT-81650, does not require the contractor to load resources directly into the schedule, and that the metric applies only if the contractor does resource-load (DCMA-EA PAM 200.1). It gives no numeric threshold.
| Element | Detail |
|---|---|
| Population | Incomplete tasks with duration greater than zero |
| Test | Task has no dollars or hours assigned |
| Applies when | The contractor resource-loads the schedule |
| Threshold | None stated |
| Not required by | The IMS data item description (DI-MGMT-81650) |
Tools reflect this. Deltek's Acumen documentation, for example, describes how its DCMA metrics operate on activities with a baseline duration over zero (Deltek, Acumen help v8.5). Vendor scoring models differ on how much weight to give resources, so a tool's overall score is not a reliable guide to what the pamphlet requires.
When is resource loading required anyway?
Three sources can require what DCMA does not: the contract, the program's schedule specification, and published best practices adopted by an owner.
GAO's Schedule Assessment Guide, GAO-16-89G, issued in December 2015, lists ten best practices, including assigning resources to activities (GAO-16-89G). Mosaic Projects' summary of the guide notes that it expects schedules to be resourced and risked (Mosaic). Federal programs and owners that borrow from GAO may therefore ask for loading in their own specifications.
In practice, read the contract's schedule section for words like "cost-loaded," "resource-loaded," "schedule of values" and "earned value." Those words, not the DCMA pamphlet, decide what you must deliver. The same contract language belongs in an owner's DCMA-14 specification.
What is the difference between cost loading and resource loading?
The two are often confused, and the DCMA check accepts either, since it looks for dollars or hours.
| Approach | What is assigned | Typical use in construction |
|---|---|---|
| Cost-loaded | Dollars per activity, often tied to the schedule of values | Pay applications, earned value, cash-flow forecasts |
| Labor-loaded | Hours or crew units per activity | Manpower histograms, crew planning |
| Equipment-loaded | Equipment units or hours | Crane, pump and heavy-equipment scheduling |
| Material-loaded | Quantities and cost of installed material | Procurement and installation tracking |
| Unloaded | Nothing | Short-interval planning and many owner-side summaries |
If you are asked for "a resource-loaded schedule," ask what the reviewer wants to do with it. A cost-loaded schedule that ties to the schedule of values may fully satisfy the requirement. A crew-level loading for every activity may be far more detail than the project can maintain.
How much resource loading is practical on a construction project?
Loading every activity with labor, equipment and material is rare outside programs that mandate it. A practical middle path is:
- Cost-load all work activities so the sum of activity costs matches the contract value or schedule of values, with weighted progress feeding pay applications.
- Load labor and equipment on critical and near-critical work, especially where a crew or crane is the actual constraint.
- Leave milestones, LOE and zero-duration activities unloaded, since DCMA's check applies only to tasks with a duration over zero.
- Document the method in the schedule narrative so a reviewer knows what the loading represents.
This approach gives the owner cash-flow visibility and gives the scheduler resource constraints where they matter. It also keeps the check clean: if the schedule is loaded, no non-zero-duration task should sit with zero dollars and zero hours.
Where does resource loading help beyond the DCMA check?
The metric itself only checks that dollars or hours exist. The value of loading comes from what it enables. A cost-loaded schedule produces a planned-value curve, which supports the schedule-performance reporting that earned value programs depend on. A labor-loaded schedule produces a histogram that shows whether the plan needs 40 carpenters in one month and 8 in the next, a pattern that usually points to a sequencing problem rather than a staffing one.
Loading also exposes durations that do not make sense. If a 10-day activity carries 4,000 labor hours, the duration or the quantity is wrong. Reviewers use this cross-check to test whether durations are realistic, which the logic and float metrics never do.
Worked example: reconciling a cost-loaded schedule
Illustrative example: assume a $12,000,000 contract with a schedule of values broken into 40 line items, and a schedule with 220 incomplete activities that have a duration over zero. The scheduler loads cost by distributing each line item across the activities that perform it.
| Check | Result | Action |
|---|---|---|
| Sum of activity costs vs. contract value | $11,940,000 vs. $12,000,000 | Find the $60,000 gap, probably a line item with no activity |
| Non-zero-duration activities with no cost or hours | 9 of 220 | Load them or document why they carry no cost |
| Activities with cost but zero duration | 3 milestones | Remove the cost or convert to short-duration activities |
| Overallocated crews on critical work | 2 | Review sequence or add crews |
Neither the 9 unloaded activities nor the $60,000 gap necessarily means the schedule is wrong. They are the list a reviewer will ask about, and the answer should already sit in the narrative. A tidy explanation, such as "mobilization and bond costs are carried on the general conditions activity and not distributed," is usually enough.
Percent complete then follows from how cost is spread. If cost is spread evenly across a long activity, earned value will look smoother than the work actually was. If cost is front-loaded on submittals or procurement, early earned value will look higher than field progress. Agree the loading rules with the owner at baseline, not after the first pay application dispute.
How should an owner specify resource loading?
If you are the owner, name what you want the loading to support, and avoid a one-line "resource-loaded schedule" requirement. A useful specification states:
- whether the schedule must be cost-loaded, labor-loaded, or both, and to what level;
- what the cost total must reconcile to (the schedule of values or contract price);
- how weighting and percent complete are determined for payment;
- whether leveling is required, permitted or prohibited;
- which activities may remain unloaded (milestones and level-of-effort, for example);
- how changes in loading are submitted and approved.
Without these, the DCMA check can be satisfied by a schedule that is loaded in a way that does not help anyone. With them, the metric becomes a quick test of whether the contractor followed the specification.
How do you resource-load in P6 without damaging the schedule?
Resource loading in P6 interacts with activity types, calendars and leveling. Treat it as a controlled change, not a data-entry task.
- Set the activity type correctly. Task-dependent activities keep their duration regardless of resources. Resource-dependent activities can change duration when resources change, which may move dates unintentionally.
- Use a resource dictionary with consistent IDs, rates and calendars, instead of ad hoc resource names.
- Assign to activities, not to summaries, and avoid duplicate assignment across WBS levels.
- Compare before and after. Save a copy of the dates and float before loading, then confirm critical path and finish date did not change unless you intended them to.
- Do not level silently. Leveling can change dates; if the contract does not call for it, leave it off or document the approach.
- Reconcile totals to the contract value or budget.
Loading also changes how you split work. Activities that are too long are hard to load and status accurately, which links this to high duration activities.
What do reviewers flag about resources?
- A schedule that is loaded on most activities, but leaves non-zero-duration tasks with no dollars or hours.
- Loading that does not reconcile to the schedule of values or budget.
- Resource-dependent activities whose durations changed after loading, with no explanation.
- Overallocated resources with no leveling plan.
- A claim of "resource-loaded" that contains only a single lump-sum cost on a summary activity.
Meeting the resources metric is not proof of a good plan. A fully loaded schedule can still carry unrealistic durations or poor logic, as discussed in passing DCMA versus having a good schedule.
Frequently asked questions
Does every construction schedule need to be resource-loaded?
Not under DCMA. Its IMS data item description does not require resource loading, and the resources check applies only when the contractor loads resources. Contracts or GAO-style best practices may still require it, and then every task with a duration over zero should carry dollars or hours.
What does the DCMA resources check actually count?
It applies to tasks with a duration greater than zero and looks for those that have no dollars or hours assigned, but only when the schedule is resource-loaded. The pamphlet states no numeric threshold. Reviewers typically ask for an explanation of any unloaded work in a schedule that is otherwise loaded.
Is a cost-loaded schedule the same as a resource-loaded schedule?
No. A cost-loaded schedule assigns dollars to activities, often through a schedule of values, to support payment applications and earned value. A resource-loaded schedule assigns labor, equipment or material quantities with units and rates. DCMA's check accepts either dollars or hours, so both can satisfy the metric if applied to every non-zero-duration task.
What does GAO say about resources in a schedule?
GAO's Schedule Assessment Guide (GAO-16-89G), issued in December 2015, lists assigning resources to all activities as one of its ten best practices. The guide positions resource loading as part of a reliable schedule, so owner or federal specifications that cite GAO practices may require more than the DCMA metric does.
Does resource loading hurt schedule quality?
It can if it is done carelessly. Loading drives durations through resource-dependent activity types, and overallocation can prompt leveling that changes dates. Load deliberately, keep activity types and calendars correct, and check that float and the critical path do not change unintentionally after loading.
Related reading
Sources
- EVMS Program Analysis Pamphlet (DCMA-EA PAM 200.1) (Defense Contract Management Agency (mirror hosted by Mosaic Projects))
- DCMA 14-Point Assessment Metric Descriptions (Acumen help v8.5) (Deltek)
- Schedule Assessment Guide: Best Practices for Project Schedules (GAO-16-89G) (U.S. Government Accountability Office)
- GAO Schedule Assessment Guide released (Mosaic Projects)