Heuristic scheduling of resource-constrained projects with cash flows

Resource-constrained project scheduling with cash flows occurs in many settings, ranging from research and development to commercial and residential construction. Although efforts have been made to develop efficient optimal procedures to maximize the net present value of cash flows for resource-constrained projects, the inherent intractability of the problem has led to the development of a variety of heuristic methods to aid in the development of near-optimal schedules for large projects. This research focuses on the use of insights gained from the solution of a relaxed optimization model in developing heuristic procedures to schedule projects with multiple constrained resources. It is shown that a heuristic procedure with embedded priority rules that uses information from the revised solution of a relaxed optimization model increases project net present value. The heuristic procedure and nine different embedded priority rules are tested in a variety of project environments that account for different network structures, levels of resource constrainedness, and cash-flow parameters. Extensive testing with problems ranging in size from 21 to 1000 activities shows that the new heuristic procedures dominate heuristics using information from the critical path method (CPM), and in most cases outperform heuristics from previous research. The best performing heuristic rules classify activities into priority and secondary queues according to whether they lead to immediate progress payments, thus front loading the project schedule. © 1997 John Wiley & Sons, Inc. Naval Research Logistics 44: 365–381, 1997     

An efficient metaheuristic for integrated scheduling and staffing IT projects based on a generalized minimum cost flow network

Scheduling IT projects and assigning the project work to human resources are an important and common tasks in almost any IT service company. It is particularly complex because human resources usually have multiple skills. Up to now only little work has considered IT‐specific properties of the project structure and human resources. In this article, we present an optimization model that simultaneously schedules the activities of multiple IT projects with serial network structures and assigns the project work to multiskilled internal and external human resources with different efficiencies. The goal is to minimize costs. We introduce a metaheuristic that decomposes the problem into a binary scheduling problem and a continuous staffing problem where the latter is solved efficiently by exploiting its underlying network structure. For comparison, we solve the mixed–binary linear program with a state–of–the–art commercial solver. The impacts of problem parameters on computation time and solution gaps between the metaheuristic and the solver are assessed in an experimental study. Our results show that the metaheuristic provides very favorable results in considerable less time than the solver for midsize problems. For larger problems, it shows a similar performance while the solver fails to return feasible solutions. © 2012 Wiley Periodicals, Inc. Naval Research Logistics 59: 111–127, 2012     

Complexity and workload considerations in product mix decisions under the theory of constraints

The literature on the product mix decision (or master production scheduling) under the Theory of Constraints (TOC), which was developed in the past two decades, has addressed this problem as a static operational decision. Consequently, the developed solution techniques do not consider the system's dynamism and the associated challenges arising from the complexity of operations during the implementation of master production schedules. This paper aims to address this gap by developing a new heuristic approach for master production scheduling under the TOC philosophy that considers the main operational factors that influence actual throughput after implementation of the detailed schedule. We examine the validity of the proposed heuristic by comparison to Integer Linear Programming and two heuristics in a wide range of scenarios using simulation modelling. Statistical analyses indicate that the new algorithm leads to significantly enhanced performance during implementation for problems with setup times. The findings show that the bottleneck identification approach in current methods in the TOC literature is not effective and accurate for complex operations in real‐world job shop systems. This study contributes to the literature on master production scheduling and product mix decisions by enhancing the likelihood of achieving anticipated throughput during the implementation of the detailed schedule. © 2015 Wiley Periodicals, Inc. Naval Research Logistics 62: 357–369, 2015     

A heuristic approach to bicriteria scheduling

We consider the problem of sequencing jobs on a single machine while minimizing a nondecreasing function of two criteria. We develop a heuristic procedure that quickly finds a good solution for bicriteria scheduling. The procedure is based on using several arcs in the criterion space that are representative of the possible locations of nondominated solutions. By sampling a small number of points on these arcs, a promising point is identified in the criterion space for each arc. An efficient sequence in the neighborhood of each of the promising points is found and the best of these efficient sequences is selected as the heuristic solution. We implement the procedure for two different bicriteria scheduling problems: (i) minimizing total flowtime and maximum tardiness and (ii) minimizing total flowtime and maximum earliness. The computational experience on a wide variety of problem instances show that the heuristic approach is very robust and yields good solutions. © 1999 John Wiley & Sons, Inc. Naval Research Logistics 46: 777–789, 1999     

A heuristic procedure for allocating tasks in fault-tolerant distributed computer systems

One way of achieving the increased levels of system reliability and availability demanded by critical computer-based control systems is through the use of fault-tolerant distributed computer systems. This article addresses the problem of allocating a set of m tasks among a set of n processors in a manner that will satisfy various task assignment, system capacity, and task scheduling constraints while balancing the workload across processors. We discuss problem background, problem formulation, and a known heuristic procedure for the problem. A new solution-improving heuristic procedure is introduced, and computational experience with the heuristics is presented. With only a modest increase in the amount of computational effort, the new procedure is demonstrated to improve dramatically solution quality as well as obtain near-optimal solutions to the test problems.     

Case‐based reasoning and improved adaptive search for project scheduling

Most scheduling problems are notoriously intractable, so the majority of algorithms for them are heuristic in nature. Priority rule‐based methods still constitute the most important class of these heuristics. Of these, in turn, parametrized biased random sampling methods have attracted particular interest, due to the fact that they outperform all other priority rule‐based methods known. Yet, even the “best” such algorithms are unable to relate to the full range of instances of a problem: Usually there will exist instances on which other algorithms do better. We maintain that asking for the one best algorithm for a problem may be asking too much. The recently proposed concept of control schemes, which refers to algorithmic schemes allowing to steer parametrized algorithms, opens up ways to refine existing algorithms in this regard and improve their effectiveness considerably. We extend this approach by integrating heuristics and case‐based reasoning (CBR), an approach that has been successfully used in artificial intelligence applications. Using the resource‐constrained project scheduling problem as a vehicle, we describe how to devise such a CBR system, systematically analyzing the effect of several criteria on algorithmic performance. Extensive computational results validate the efficacy of our approach and reveal a performance similar or close to state‐of‐the‐art heuristics. In addition, the analysis undertaken provides new insight into the behaviour of a wide class of scheduling heuristics. © 2000 John Wiley & Sons, Inc. Naval Research Logistics 47: 201–222, 2000     

Scheduling with parallel processors and linear delay costs

This paper deals with the sequencing problem of minimizing linear delay costs with parallel identical processors. The theoretical properties of this m-machine problem are explored, and the problem of determining an optimum scheduling procedure is examined. Properties of the optimum schedule are given as well as the corresponding reductions in the number of schedules that must be evaluated in the search for an optimum. An experimental comparison of scheduling rules is reported; this indicates that although a class of effective heuristics can be identified, their relative behavior is difficult to characterize.     

给定人员情况下最小化开发时间和成本的软件项目调度

给出了一种软件项目的随机调度模型.它明确地把调度策略作为输入,一旦调度策略确定,模型就可以输出关于项目的完成时间或成本的一个概率分布.利用随机最优化技术,能够计算出软件项目的一个调度策略,它使得项目在人员给定的情况下开发时间和成本最小.     

Non‐greedy heuristics and augmented neural networks for the open‐shop scheduling problem

In this paper we propose some non‐greedy heuristics and develop an Augmented‐Neural‐Network (AugNN) formulation for solving the classical open‐shop scheduling problem (OSSP). AugNN is a neural network based meta‐heuristic approach that allows integration of domain‐specific knowledge. The OSSP is framed as a neural network with multiple layers of jobs and machines. Input, output and activation functions are designed to enforce the problem constraints and embed known heuristics to generate a good feasible solution fast. Suitable learning strategies are applied to obtain better neighborhood solutions iteratively. The new heuristics and the AugNN formulation are tested on several benchmark problem instances in the literature and on some new problem instances generated in this study. The results are very competitive with other meta‐heuristic approaches, both in terms of solution quality and computational times. © 2005 Wiley Periodicals, Inc. Naval Research Logistics, 2005.     

Project scheduling under competition

We introduce and investigate the problem of scheduling activities of a project by a firm that competes with another firm (the competitor) that has to perform the same project. The profit that the firm gets from each activity depends on whether the firm finishes the activity before or after its competitor. The objective is to maximize the guaranteed (worst‐case) profit. We assume that both the firm and the competitor can perform only one activity at a time. We perform a detailed complexity analysis of the problem, and consider problems with and without precedence constraints, with and without delay of the competitor, with general and equal processing times of activities. For polynomially solvable cases (which include, for example, all the considered problems without delay of the competitor), we present easily implementable and intuitive rules that allow us to obtain optimal schedules in linear or almost linear time. For some NP‐hard cases, we present pseudopolynomial algorithms and fast heuristics with worst‐case approximation guarantees. © 2005 Wiley Periodicals, Inc. Naval Research Logistics, 2005.     

A bidirectional heuristic for maximizing the net present value of large‐scale projects subject to limited resources

We consider the scheduling of large‐scale projects to maximize the project net present value given temporal and resource constraints. The net present value objective emphasizes the financial aspects of project management. Temporal constraints between the start times of activities make it possible to handle practical problem assumptions. Scarce resources are an expression of rising cost. Since optimization techniques are not expedient to solve such problems and most heuristic methods known from literature cannot deal with general temporal constraints, we propose a new bidirectional priority‐rule based method. Scheduling activities with positive cash flows as early and activities with negative cash flows as late as possible results in a method which is completed by unscheduling techniques to cope with scarce resources. In a computational experiment, we compare the well‐known serial generation scheme where all activities are scheduled as early as possible with the proposed bidirectional approach. On the basis of a comprehensive data set known from literature containing instances with up to 1002 activities, the efficiency of the new approach is demonstrated. © 2003 Wiley Periodicals, Inc. Naval Research Logistics, 2003     

Balancing perfectly periodic service schedules: An application from recycling and waste management

A national recycling and waste management company provides periodic services to its customers from over 160 service centers. The services are performed periodically in units of weeks over a planning horizon. The number of truck‐hours allocated to this effort is determined by the maximum weekly workload during the planning horizon. Therefore, minimizing the maximum weekly workload results in minimum operating expenses. The perfectly periodic service scheduling (PPSS) problem is defined based on the practices of the company. It is shown that the PPSS problem is strongly NP‐hard. Attempts to solve large instances by using an integer programming formulation are unsuccessful. Therefore, greedy BestFit heuristics with three different sorting schemes are designed and tested for six real‐world PPSS instances and 80 randomly generated data files. The heuristics provide effective solutions that are within 2% of optimality on average. When the best found BestFit schedules are compared with the existing schedules, it is shown that operational costs are reduced by 18% on average. © 2012 Wiley Periodicals, Inc. Naval Research Logistics 59: 160–171, 2012     

A m‐parallel crane scheduling problem with a non‐crossing constraint

In this paper, we study a m‐parallel machine scheduling problem with a non‐crossing constraint motivated by crane scheduling in ports. We decompose the problem to allow time allocations to be determined once crane assignments are known and construct a backtracking search scheme that manipulates domain reduction and pruning strategies. Simple approximation heuristics are developed, one of which guarantees solutions to be at most two times the optimum. For large‐scale problems, a simulated annealing heuristic that uses random neighborhood generation is provided. Computational experiments are conducted to test the algorithms. © 2006 Wiley Periodicals, Inc. Naval Research Logistics, 2007.     

A competitive genetic algorithm for resource-constrained project scheduling

In this paper we consider the resource-constrained project scheduling problem (RCPSP) with makespan minimization as objective. We propose a new genetic algorithm approach to solve this problem. Subsequently, we compare it to two genetic algorithm concepts from the literature. While our approach makes use of a permutation based genetic encoding that contains problem-specific knowledge, the other two procedures employ a priority value based and a priority rule based representation, respectively. Then we present the results of our thorough computational study for which standard sets of project instances have been used. The outcome reveals that our procedure is the most promising genetic algorithm to solve the RCPSP. Finally, we show that our genetic algorithm yields better results than several heuristic procedures presented in the literature. © 1998 John Wiley & Sons, Inc. Naval Research Logistics 45: 733–750, 1998     

A heuristic network procedure for the assembly line balancing problem

Proposed is a Heuristic Network (HN) Procedure for balancing assembly lines. The procedure uses simple heuristic rules to generate a network which is then traversed using a shortest route algorithm to obtain a heuristic solution. The advantages of the HN Procedure are: a) it generally yields better solutions than those obtained by application of the heuristics, and b) sensitivity analysis with different values of cycle time is possible without having to regenerate the network. The rationale for its effectiveness and its application to problems with paralleling are presented. Computational experience with the procedure on up to 50 task test problems is provided.     

Coordinated scheduling of customer orders for quick response

The scheduling problem addressed in this paper concerns a manufacturer who produces a variety of product types and operates in a make‐to‐order environment. Each customer order consists of known quantities of the different product types, and must be delivered as a single shipment. Periodically the manufacturer schedules the accumulated and unscheduled customer orders. Instances of this problem occur across industries in manufacturing as well as in service environments. In this paper we show that the problem of minimizing the weighted sum of customer order delivery times is unary NP‐hard. We characterize the optimal schedule, solve several special cases of the problem, derive tight lower bounds, and propose several heuristic solutions. We report the results of a set of computational experiments to evaluate the lower bounding procedures and the heuristics, and to determine optimal solutions. © 2005 Wiley Periodicals, Inc. Naval Research Logistics, 2005.     

Heuristics for the location of inspection stations on a network

This article considers the preventive flow interception problem (FIP) on a network. Given a directed network with known origin‐destination path flows, each generating a certain amount of risk, the preventive FIP consists of optimally locating m facilities on the network in order to maximize the total risk reduction. A greedy search heuristic as well as several variants of an ascent search heuristic and of a tabu search heuristic are presented for the FIP. Computational results indicate that the best versions of the latter heuristics consistently produce optimal or near optimal solutions on test problems. © 2000 John Wiley & Sons, Inc. Naval Research Logistics 47: 287–303, 2000     

Project scheduling: The effects of problem structure on heuristic performance

Individual characteristics of multiple-constrained resource, project scheduling problems are examined in an attempt to predict the solution obtainable with heuristic methods. Difficulties encountered in performing this type of research are described, and several multiple regression models are developed for predicting heuristic performance. Both single and multiple project data are examined, and results reported demonstrate the efficacy of determining beforehand the method used for problem solution.     

Scheduling recurrent construction

A problem we call recurrent construction involves manufacturing large, complex, expensive products such as airplanes, houses, and ships. Customers order configurations of these products well in advance of due dates for delivery. Early delivery may not be permitted. How should the manufacturer determine when to purchase and release materials before fabrication, assembly, and delivery? Major material expenses, significant penalties for deliveries beyond due dates, and long product makespans in recurrent construction motivate choosing a release timetable that maximizes the net present value of cash flows. Our heuristic first projects an initial schedule that dispatches worker teams to tasks for the backlogged products, and then solves a series of maximal closure problems to find material release times that maximize NPV. This method compares favorably with other well‐known work release heuristics in solution quality for large problems over a wide range of operating conditions, including order strength, cost structure, utilization level, batch policy, and uncertainty level. Computation times exhibit near linear growth in problem size. © 2004 Wiley Periodicals, Inc. Naval Research Logistics, 2004