37R-06Beginner14 min read

Schedule Levels of Detail

One project, five altitudes — the same schedule shown from the executive's 30,000-foot milestone view down to the foreman's daily task list, all rolling up from one network. Levels are about presentation; classification is about maturity. Built on AACE 37R-06.

Why one schedule needs many views

This is different from classification (last lesson). Class is about a schedule's maturity; levels are about presentation — how much of a (given) schedule you show. A single mature schedule can be rolled up or drilled down across all five levels at once.

The five levels

Tap a level to see who it's for, what it contains, and what it's used for.

Level explorer

Explore

Tap a level to see who it's for, what it contains, and what it's used for.

Level 1 · Executive / Project Master

Milestone summary

The whole project on one page: major milestones and key phases. For executives and owners who need the big picture and headline dates — not how the work gets done.

LevelNameAudienceShows
1Executive / masterExecutives, ownerKey milestones & phases — one page
2Management summarySenior PM, sponsorsMajor areas/systems by phase
3Project controlProject teamThe control baseline — CPM with logic
4ExecutionSupers, leads, subsDetailed activities by area/discipline
5Detail / short-intervalForemen, crewsDaily/weekly tasks, lookaheads

All levels roll up from one schedule

The single most important principle: the levels are views of one network, not separate documents. Level 5 detail rolls up into Level 4, which rolls up into Level 3, and so on. Done right, you maintain detail in one place and summarize upward — the executive's milestones and the crew's lookahead are always telling the same story.

Get the altitude right

Choosing the level isn't about taste — it's about the decision the reader has to make. A useful way to think about it:

If the reader needs to…Show them
Decide go/no-go, report to the boardLevel 1 — milestones
Track major areas and interfacesLevel 2 — summary
Manage the baseline, run delay analysisLevel 3 — control CPM
Coordinate trades and work frontsLevel 4 — execution
Run the crews this weekLevel 5 — short-interval / lookahead

Ten things to remember

  1. Levels of detail = the same schedule at different zoom levels, one per audience.
  2. Levels (presentation) ≠ classification (maturity) — don't confuse the two.
  3. Level 1 = milestones for executives; Level 5 = daily tasks for crews.
  4. All levels roll up from one network — never maintain disconnected summaries.
  5. Disconnected levels = multiple versions of the truth — the schedule that drifts.
  6. Match detail to the decision — too much buries; too little starves.
  7. Level 3 (control) is the anchor — the baselined CPM analysis runs against.
  8. Summarize upward (1–2), elaborate downward (4–5) from the control schedule.
  9. Use WBS / coding to roll up cleanly — the structure that makes summarizing automatic.
  10. Level 5 lookaheads drive the field — short-interval planning off the same baseline.

Glossary

Level 1 (master)
Executive milestone summary — the whole project on a page.
Level 3 (control)
The baselined CPM the team manages and analyses against.
Level 5 (short-interval)
Daily/weekly task and lookahead detail for the crews.
Levels of detail
A hierarchy of views (L1–L5) of one schedule, from milestones to daily tasks.
Lookahead
A short-window (e.g. 3–6 week) detailed forecast of imminent work.
Roll-up
Summarizing detailed activities into higher-level bars via WBS/coding.
Summary schedule
A higher-level view — sound only if it rolls up from the working schedule.
WBS coding
The structure that lets one network present cleanly at every level.

Check your understanding

1Schedule "levels of detail" are about:
2Which level is the executive milestone summary?
3What is the golden rule of levels of detail?
4Which level is usually the contractual, baselined CPM — the anchor?
5A "Level 5" view typically contains: