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1、2022-5-141PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院Frame of Project Integration ManagementChapter 4 Project Integration Management工程管理知识领域工程管理知识领域scopetimecostqualityHumanresourcecommunicateriskprocurement工程生命周期各阶段工程生命周期各阶段successIntegration Managementcloseexecuteinitiatedevelop2022-5-142PMPM项项

2、目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院Major Project Documents Project Charter. Formally authorizes the project. Project Scope Statement. States what work is to be accomplished and what deliverables need to be produced. Project Management Plan. States how the work will be performed.2022-5-143PMPM项项 目

3、目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院Integration Management means:to identify, define, combine, unify, and coordinate the various processes and project management activities within the Project Management Process Groups.making choices about where to concentrate resources and effort, anticipating pote

4、ntial issues, dealing with these issues before they become critical, coordinating work for the overall project good and making trade-offs among competing objectives and alternatives.2022-5-144PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院The integrative project management processes include:4.1 Develo

5、p Project Charter 4.2 Develop Preliminary Project Scope Statement 4.3 Develop Project Management Plan 4.4 Direct and Manage Project Execution 4.5 Monitor and Control Project Work 4.6 Integrated Change Control 4.7 Close Project2022-5-145PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院4.1 Develop Project

6、 Charter The project charter is the document that formally authorizes a project. A project initiator or sponsor external to the project organization issues the project charter. Chartering a project links the project to the ongoing work of the organization.2022-5-146PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商

7、学院管理科学与工程学院2022-5-147PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院Purpose of project charter:Developing the project charter is primarily concerned with documenting the business needs, project justification, current understanding of the customers requirements.The project manager should always be assi

8、gned and the project charter provides the project manager with the authority to apply organizational resources to project activities.2022-5-148PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院4.1.1 Develop Project Charter: Inputs.1 Contract (When Applicable) if the project is being done for an external

9、customer.2 Project Statement of Work (SOW) A narrative description of products or services to be supplied by the project. For internal projects, the project initiator or sponsor provides the statement of work based on business needs, product, or service requirements. For external projects, the state

10、ment of work can be received from the customer as part of a bid document.2022-5-149PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院.3 Enterprise Environmental Factors Organizational or company culture and structure Governmental or industry standards Infrastructure Existing human resources Personnel adm

11、inistration Company work authorization system Marketplace conditions Stakeholder risk tolerances Commercial databases Project management information systems2022-5-1410PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 Organizations processes and procedures for conducting work;Organizational corporate kno

12、wledge base for storing and retrievingInformation. Templates (e.g. WBS) Change control procedures Risk control procedures Financial controls procedures Project files Historical information and lessons learned knowledge baseFinancial database.4 Organizational Process Assetsall of the assets that are

13、used to influence the projects successthey are inputs to continuous improvement. 2022-5-1411PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院4.1.2 Develop Project Charter: Tools and Techniques.1 Project Selection Methods Project selection methods are used to determine which project the organization will

14、 select. .2 Project Management Methodology.3 Project Management Information System PMIS is used to support generation of a project charter, facilitate feedback as the document is refined, control changes to the project charter, and release the approved document.4 Expert Judgment2022-5-1412PMPM项项 目目

15、管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院4.1.3 Develop Project Charter: Outputs.1 Project CharterThe project charter should address the following information:2022-5-1413PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 Requirements that satisfy customer, sponsor, and other stakeholder needs, wants and expecta

16、tions Business needs, high-level project description, or product requirements that the project is undertaken to address Project purpose or justification Assigned Project Manager and authority level Summary milestone schedule Stakeholder influences Functional organizations and their participation Org

17、anizational, environmental and external assumptions Organizational, environmental and external constraints Business case justifying the project, including return on investment Summary budget.risk factorsfactors that limit performance, contractual provisions, budget2022-5-1414PMPM项项 目目 管管 理理山东工商学院管理科

18、学与工程学院山东工商学院管理科学与工程学院 Uses outputs from other planning processes to create consistent document to guide project execution and control Provides a baseline to track progress measurement and project control4.3 Develop Project Management Plan2022-5-1415PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 The p

19、urpose is to create a consistent or coherent plan. The function is toguide project executionprovide a baseline for control2022-5-1416PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院.1 Preliminary Project Scope Statement Constraints Assumptions.2 Project Management Processes primarily the planning proce

20、ss outputs.3 Enterprise Environmental Factors.4 Organizational Process Assets Historical information4.3.1 Develop Project Management Plan: Inputs2022-5-1417PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 1. Project Management Methodology 2. Project Management Information System Configuration Managemen

21、t System Change Control System 3. Expert Judgment Stakeholder Skills & Knowledge tap into plan development; use expertise for reasonableness4.3.2 Develop Project Management Plan: Tools and Techniques2022-5-1418PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 The project management plan documents the co

22、llection of outputs of the planning processes of the Planning Process Group .4.3.3 Develop Project Management Plan: Outputs 1. Project Management Plan The project management plan can be composed of one or more subsidiary plans and other components.2022-5-1419PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与

23、工程学院 Major milestones and target dates Resource calendar Risk register Required Staff and responsibility assignments Risks, constraints and assumptions Open Issues Pending DecisionsThese other components include: Schedule baseline Cost baseline Quality baselinePerformance measurement baselines2022-5

24、-1420PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 Project Plan is a collection that changes over time as more information about the project becomes available Baseline will change only in response to approved scope change2022-5-1421PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 to perform multiple ac

25、tions to execute the project management plan to accomplish the work defined in the project scope statement. Primary process for carrying out the project plan4.4 Direct and Manage Project Execution2022-5-1422PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院.1 Project Management Plan.2 Approved Corrective

26、 Actions.3 Approved Preventive Actions.4 Approved Change Requests.5 Approved Defect Repair.6 Validated Defect Repair.7 Administrative Closure Procedure4.4.1 Project Plan Execution : InputsPEC2022-5-1423PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 1. Project Management MethodologyGeneral Management

27、SkillsProduct Skills and Knowledge provided by staffing2.Project Management Information System Work Authorization System formal procedure for sanctioning work written or verbal authorization3.Status review meetings regular exchanges of information4.4.2 Project Execution: Tools and TechniquesProcedur

28、eAuthority levelsdocument2022-5-1424PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院.1 Deliverables.2 Requested Changes.3 Implemented Change Requests.4 Implemented Corrective Actions.5 Implemented Preventive Actions.6 Implemented Defect Repair.7 Work Performance Information (Work results ) the outcome

29、of activities performed is fed into the performance reporting process4.4.3 Direct and Manage Project Execution: OutputsPECClose2022-5-1425PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 Monitoring includes collecting, measuring, and disseminating performance information, and assessing measurements and

30、 trends to effect process improvements. Corrective or preventive actions are taken to control the project performance.4.5 Monitor and Control Project Work2022-5-1426PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 1. Project Management Plan 2. Work Performance Information 3. Rejected Change Requests4.5

31、.1 Monitor and Control Project Work: Inputs2022-5-1427PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院4.5.2 Monitor and Control Project Work: Tools and Techniques.1 Project Management Methodology.2 Project Management Information System.3 Earned Value Technique.4 Expert Judgment2022-5-1428PMPM项项 目目 管管 理

32、理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院Earned Value Technique measures performance of the project provides a means to forecast future performance based upon past performance.BCWP (EV) : budgeted cost of work performedBCWS (PV) : budgeted cost of work scheduledACWP (AC) : actual cost of work performed2022-5-

33、1429PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院4.5.3 Monitor and Control Project Work: Outputs.1 Recommended Corrective Actions.2 Recommended Preventive Actions.3 Forecasts.4 Recommended Defect Repair.5 Requested Changes2022-5-1430PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 Tasks of Integrated C

34、hange Control Influencing factors that create change to ensure beneficial results; ensure that change is beneficial Determining that change has occurred Managing actual changes as they occur Evaluate impact of change Meet with team to discuss alternatives4.6 Integrated Change Control2022-5-1431PMPM项

35、项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院Change control requires: Maintaining integrity of performance measurement baselines Ensuring changes to scope are accurately recorded Coordinating changes across knowledge areas (scheduling, risk, cost, quality, etc.)2022-5-1432PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东

36、工商学院管理科学与工程学院.1 Project Management Plan.2 Requested Changes.3 Work Performance Information.4 Recommended Preventive Actions.5 Recommended Corrective Actions.6 Recommended Defect Repair.7 Deliverables4.6.1 Integrated Change Control: Inputs2022-5-1433PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 Chang

37、e Control System collection of formal procedures, paperwork, tracking systems, approval levels Configuration Management4.6.2 Integrated Change Control: Tools and Techniques Performance Measurement earned value analysis, variance analysis2022-5-1434PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院Change

38、Control System may haveChange Control PlanChange Control Board decision makingChange Control ProceduresChange forms ,Performance Statistics 2022-5-1435PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院Configuration Management includes identifying, documenting, and controlling changes to the baseline. Ide

39、ntify and document functional and physical characteristics Control changes to these characteristics Record and report change and implementation status Audit items and system to verify requirements2022-5-1436PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院So configuration management is used to ensure :T

40、he description of product is correct and complete (change included);The product created conforms to the requirements (with change included)2022-5-1437PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院.1 Approved Change Requests.2 Rejected Change Requests.3 Project Management Plan (Updates).4 Project Scop

41、e Statement (Updates).5 Approved Corrective Actions.6 Approved Preventive Actions.7 Approved Defect Repair.8 Validated Defect Repair.9 Deliverables4.6.3 Integrated Change Control: Outputs2022-5-1438PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 Change control is necessary because projects seldom run

42、exactly according to the project management plan. those approved changes should be incorporated into a revised baseline.2022-5-1439PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院 Lessons Learned Project is not complete until a Lessons Learned is completed What have we done, and how can we do it better Technical Aspects of the project Project Management (WBS, plans, etc.) Overall Management (communications, leadership)2022-5-1440PMPM项项 目目 管管 理理山东工商学院管理科学与工程学院山东工商学院管理科学与工程学院4.7 Close Project This

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