Project Integration Management

Project Integration Management includes the processes and activities needed to identify, define, combine, unify, and coordinate the various processes and project management activities within the Project Management Process Groups

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Project Scope Management Project Scope Management includes the processes required to ensure that the project includes all the work required, and only the work required, to complete the project successfully.

Project Time Management Project Time Management includes the processes required to manage the timely completion of the project.

Project Cost Management Project Cost Management includes the processes involved in planning, estimating, budgeting, financing, funding, managing, and controlling costs so that the project can be completed within the approved budget.

Project Quality Management

Project Quality Management includes the processes and activities of the performing organization that determine quality policies, objectives, and responsibilities so that the project will satisfy the needs for which it was undertaken.

Project Human Resource Management Project Human Resource Management includes the processes that organize, manage, and lead the project team.

Project Communications Management Project Communications Management includes the processes that are required to ensure timely and appropriate planning, collection, creation, distribution, storage, retrieval, management, control, monitoring, and the ultimate disposition of project information.

Project Risk Management Project Risk Management includes the processes of conducting risk management planning, identification, analysis, response planning, and controlling risk on a project

Project Procurement Management Project Procurement Management includes the processes necessary to purchase or acquire products, services, or results needed from outside the project team

Project Stakeholder Management

Project Stakeholder Management includes the processes required to identify all people or organizations impacted by the project, analyzing stakeholder expectations and impact on the project, and developing appropriate management strategies for effectively engaging stakeholders in project decisions and execution.

Develop Project Charter

The process of developing a document that formally authorizes the existence of a project and provides the project manager with the authority to apply organizational resources to project activities.

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Develop Project Management Plan The process of defining, preparing, and coordinating all subsidiary plans and integrating them into a comprehensive project management plan.

Direct and Manage Project Work The process of leading and performing the work defined in the project management plan and implementing approved changes to achieve the project’s objectives.

Monitor and Control Project Work The process of tracking, reviewing, and reporting the progress to meet the performance objectives defined in the project management plan

Perform Integrated Change Control

The process of reviewing all change requests; approving changes and managing changes to deliverables, organizational process assets, project documents, and the project management plan; and communicating their disposition

Close Project or Phase The process of finalizing all activities across all of the Project Management Process Groups to formally complete a project or phase

Plan Scope Management The process of creating a scope management plan that documents how the project scope will be defined, validated, and controlled

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Collect Requirements The process of determining, documenting, and managing stakeholder needs and requirements to meet project objectives

Define Scope The process of developing a detailed description of the project and product

Create WBS The process of subdividing project deliverables and project work into smaller, more manageable components.

Validate Scope The process of formalizing acceptance of the completed project deliverables

Control Scope The process of monitoring the status of the project and product scope and managing changes to the scope baseline

Plan Schedule Management The process of establishing the policies, procedures, and documentation for planning, developing, managing, executing, and controlling the project schedule

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Define Activities The process of identifying and documenting the specific actions to be performed to produce the project deliverables

Sequence Activities The process of identifying and documenting relationships among the project activities

Estimate Activity Resources The process of estimating the type and quantities of material, human resources, equipment, or supplies required to perform each activity

Estimate Activity Durations The process of estimating the number of work periods needed to complete individual activities with estimated resources

Develop Schedule The process of analyzing activity sequences, durations, resource requirements, and schedule constraints to create the project schedule model.

Control Schedule The process of monitoring the status of project activities to update project progress and manage changes to the schedule baseline to achieve the plan

Plan Cost Management The process that establishes the policies, procedures, and documentation for planning, managing, expending, and controlling project costs.

Estimate Costs The process of developing an approximation of the monetary resources needed to complete project activities.

Determine Budget The process of aggregating the estimated costs of individual activities or work packages to establish an authorized cost baseline.

Control Costs The process of monitoring the status of the project to update the project costs and managing changes to the cost baseline.

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Plan Quality Management

The process of identifying quality requirements and/or standards for the project and its deliverables, and documenting how the project will demonstrate compliance with quality requirements

Perform Quality Assurance

The process of auditing the quality requirements and the results from quality control measurements to ensure that appropriate quality standards and operational definitions are used

Control Quality The process of monitoring and recording results of executing the quality activities to assess performance and recommend necessary changesPr

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Plan Human Resource Management The process of identifying and documenting project roles, responsibilities, required skills, reporting relationships, and creating a staffing management plan.

Acquire Project Team The process of confirming human resource availability and obtaining the team necessary to complete project activities.

Develop Project Team The process of improving competencies, team member interaction, and overall team environment to enhance project performance.

Manage Project Team The process of tracking team member performance, providing feedback, resolving issues, and managing team changes to optimize project performance.

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Plan Communications Management

The process of developing an appropriate approach and plan for project communications based on stakeholder’s information needs and requirements and available organizational assets.

Manage Communications

The process of creating, collecting, distributing, storing, retrieving, and the ultimate disposition of project information in accordance with the communications management plan.

Control Communications

The process of monitoring and controlling communications throughout the entire project life cycle to ensure the information needs of the project stakeholders are met.

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Plan Risk Management The process of defining how to conduct risk management activities for a project

Identify Risks The process of determining which risks may affect the project and documenting their characteristics

Perform Qualitative Risk Analysis The process of prioritizing risks for further analysis or action by assessing and combining their probability of occurrence and impact

Perform Quantitative Risk Analysis The process of numerically analyzing the effect of identified risks on overall project objectives

Plan Risk Responses The process of developing options and actions to enhance opportunities and to reduce threats to project objectives

Control Risks

The process of implementing risk response plans, tracking identified risks, monitoring residual risks, identifying new risks, and evaluating risk process effectiveness throughout the project

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Plan Procurement Management The process of documenting project procurement decisions, specifying the approach, and identifying potential sellers

Conduct Procurements The process of obtaining seller responses, selecting a seller, and awarding a contract

Control Procurements The process of managing procurement relationships, monitoring contract performance, and making changes and corrections as appropriate

Close Procurements The process of completing each project procurement

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Identify Stakeholders

The process of identifying the people, groups, or organizations that could impact or be impacted by a decision, activity, or outcome of the project; and analyzing and documenting relevant information regarding their interests, involvement, interdependencies, influence, and potential impact on project success

Plan Stakeholder Management

The process of developing appropriate management strategies to effectively engage stakeholders throughout the project life cycle, based on the analysis of their needs, interests, and potential impact on project success

Manage Stakeholder Engagement

The process of communicating and working with stakeholders to meet their needs/expectations, address issues as they occur, and foster appropriate stakeholder engagement in project activities throughout the project life cycle

Control Stakeholder Engagement The process of monitoring overall project stakeholder relationships and adjusting strategies and plans for engaging stakeholdersPr

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Accepted Deliverables Products, results, or capabilities produced by a project and validated by the project customer or sponsors as meeting their specified acceptance criteria.

Activity Attributes

Multiple attributes associated with each schedule activity that can be included within the activity list. Activity attributes include activity codes, predecessor activities, successor activities, logical relationships, leads and lags, resource requirements, imposed dates, constraints, and assumptions.

Activity Cost Estimates The projected cost of the schedule activity that includes the cost for all resources required to perform and complete the activity, including all cost types and cost components

Activity Duration Estimate A quantitative assessment of the likely amount or outcome for the duration of an activity.

Activity List A documented tabulation of schedule activities that shows the activity description, activity identifier,

Activity Resource Requirements The types and quantities of resources required for each activity in a work package.

Agreements

Any document or communication that defines the initial intentions of a project. This can take the form of a contract, memorandum of understanding (MOU), letters of agreement, verbal agreements, email, etc

Approved Change Request A change request that has been processed through the integrated change control process and approved.

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Basis of Estimates Supporting documentation outlining the details used in establishing project estimates such as assumptions, constraints, level of detail, ranges, and confidence levels.

Business Case

A documented economic feasibility study used to establish validity of the benefits of a selected component lacking sufficient definition and that is used as a basis for the authorization of further project management activities

Change Log A comprehensive list of changes made during the project. This typically includes dates of the change and impacts in terms of time, cost, and risk

Change Request A formal proposal to modify any document, deliverable, or baseline

Charter See project charter

Closed Procurements Project contracts or other procurement agreements that have been formally acknowledged by the proper authorizing agent as being finalized and signed off

Communications Management Plan A component of the project, program, or portfolio management plan that describes how, when, and by whom information about the project will be administered and disseminated

Cost Baseline

The approved version of the time-phased project budget, excluding any management reserves, which can be changed only through formal change control procedures and is used as a basis for comparison to actual results

Cost Management Plan A component of a project or program management plan that describes how costs will be planned, structured, and controlled

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Deliverable Any unique and verifiable product, result, or capability to perform a service that is required to be produced to complete a process, phase, or project

Enterprise Environmental Factors Conditions, not under the immediate control of the team, that influence, constrain, or direct the project, program, or portfolio

Human Resource Management Plan A component of the project management plan that describes how the roles and responsibilities, reporting relationships, and staff management will be addressed and structured

Issue Log A project document used to document and monitor elements under discussion or in dispute between project stakeholders

Make-or-Buy Decisions Decisions made regarding the external purchase or internal manufacture of a product

Milestone List A list identifying all project milestones and normally indicates whether the milestone is mandatory or optional

Organizational Process Assets Plans, processes, policies, procedures, and knowledge bases that are specific to and used by the performing organization

Procurement Documents

The documents utilized in bid and proposal activities, which include the buyer’s Invitation for Bid, Invitation for Negotiations, Request for Information, Request for Quotation, Request for Proposal, and seller’s responses.

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Procurement Management Plan A component of the project or program management plan that describes how a project team will acquire goods and services from outside the performing organization

Procurement Statement of Work Describes the procurement item in sufficient detail to allow prospective sellers to determine if they are capable of providing the products, services, or results

Product Analysis

For projects that have a product as a deliverable, it is a tool to define scope that generally means asking questions about a product and forming answers to describe the use, characteristics, and other the relevant aspects of what is going to be manufactured.

Project Calendar A calendar that identifies working days and shifts that are available for scheduled activities.

Project Charter

A document issued by the project initiator or sponsor that formally authorizes the existence of a project and provides the project manager with the authority to apply organizational resources to project activities.

Project Funding Requirements Forecast project costs to be paid that are derived from the cost baseline for total or periodic requirements, including projected expenditures plus anticipated liabilities.

Project Management Plan The document that describes how the project will be executed monitored, and controlled

Project Schedule An output of a schedule model that presents linked activities with planned dates, durations, milestones, and resources.

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Project Schedule Network Diagram A graphical representation of the logical relationships among the project schedule activities.

Project Scope Statement The description of the project scope, major deliverables, assumptions, and constraints

Project Statement of Work See statement of work

Quality Checklists A structured tool used to verify that a set of required steps has been performed.

Quality Control Measurements The documented results of control quality activities.

Quality Management Plan A component of the project or program management plan that describes how an organization’s quality policies will be implemented.

Quality Metrics A description of a project or product attribute and how to measure it

Requirements Documentation A description of how individual requirements meet the business need for the project

Requirements Management Plan A component of the project or program management plan that describes how requirements will be analyzed, documented, and managed

Requirements Traceability Matrix A grid that links product requirements from their origin to the deliverables that satisfy them

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Resource Breakdown Structure A hierarchical representation of resources by category and type

Resource Calendar A calendar that identifies the working days and shifts on which each specific resource is available

Risk Management Plan A component of the project, program, or portfolio management plan that describes how risk management activities will be structured and performed

Risk Register A document in which the results of risk analysis and risk response planning are recorded

Schedule Baseline The approved version of a schedule model that can be changed only through formal change control procedures and is used as a basis for comparison to actual results

Schedule Data The collection of information for describing and controlling the schedule

Schedule Forecasts Estimates or predictions of conditions and events in the project’s future based on information and knowledge available at the time the schedule is calculated

Schedule Management Plan A component of the project management plan that establishes the criteria and the activities for developing, monitoring, and controlling the schedule

Scope Baseline

The approved version of a scope statement, work breakdown structure (WBS), and its associated WBS dictionary, that can be changed only through formal change control procedures and is used as a basis for comparison

Scope Management Plan A component of the project or program management plan that describes how the scope will be defined, developed, monitored, controlled, and verified.

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Selected Sellers The sellers which have been selected to provide a contracted set of services or products

Seller Proposals

Formal responses from sellers to a request for proposal or other procurement document specifying the price, commercial terms of sale, and technical specifications or capabilities the seller will do for the requesting organization that, if accepted, would bind the seller to perform the resulting agreement

Stakeholder Management Plan

The stakeholder management plan is a subsidiary plan of the project management plan that defines the processes, procedures, tools, and techniques to effectively engage stakeholders in project decisions and execution based on the analysis of their needs, interests, and potential impact

Stakeholder Register A project document including the identification, assessment, and classification of project stakeholders

Work Performance Data The raw observations and measurements identified during activities being performed to carry out the project work

Work Performance Information The performance data collected from various controlling processes, analyzed in context and integrated based on relationships across areas

Work Performance Reports The physical or electronic representation of work performance information compiled in project documents, intended to generate decisions, actions, or awareness

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Acquisition Obtaining human and material resources necessary to perform project activities. Acquisition implies a cost of resources, and is not necessarily financial

Additional Quality Planning Tools

A set of tools used to define the quality requirements and to plan effective quality management activities. They include, but are not limited to: brainstorming, force field analysis, nominal group techniques and quality management and control tools.

Advertising The process of calling public attention to a project or effort

Alternative Analysis A technique used to evaluate identified options in order to select which options or

Alternatives Generation A technique used to develop as many potential options as possible in order to identify different approaches to execute and perform the work of the project

Analogous Estimating A technique for estimating the duration or cost of an activity or a project using historical data from a similar activity or project

Analytical Techniques

Various techniques used to evaluate, analyze, or forecast potential outcomes based on possible variations of project or environmental variables and their relationships with other variables

Approved Change Requests Review A review of the change requests to verify that these were implemented as approved

Assumptions Analysis A technique that explores the accuracy of assumptions and identifies risks to the project from inaccuracy, inconsistency, or incompleteness of assumptions

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Benchmarking

Benchmarking is the comparison of actual or planned practices, such as processes and operations, to those of comparable organizations to identify best practices, generate ideas for improvement, and provide a basis for measuring performance.

Bidder Conference

The meetings with prospective sellers prior to the preparation of a bid or proposal to ensure all prospective vendors have a clear and common understanding of the procurement. Also known as contractor conferences, vendor conferences, or pre-bid conferences

Bottom-Up Estimating A method of estimating project duration or cost by aggregating the estimates of the lower-level components of the work breakdown structure (WBS)

Brainstorming A general data gathering and creativity technique that can be used to identify risks, ideas, or solutions to issues by using a group of team members or subject matter experts

Change Control Tools Manual or automated tools to assist with change and/or configuration management. At a minimum, the tools should support the activities of the CCB.

Checklist Analysis A technique for systematically reviewing materials using a list for accuracy and completeness

Claims Administration The process of processing, adjudicating, and communicating contract claims

Colocation An organizational placement strategy where the project team members are physically located close to one another in order to improve communication, working relationships, and productivity

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Communication Methods A systematic procedure, technique, or process used to transfer information among project stakeholders

Communication Models A description, analogy or schematic used to represent how the communication process will be performed for the project

Communication Requirements Analysis An analytical technique to determine the information needs of the project stakeholders through interviews, workshops, study of lessons learned from previous projects, etc

Communication Technology Specific tools, systems, computer programs, etc , used to transfer information among project stakeholders

Conflict Management Handling, controlling, and guiding a conflictual situation to achieve a resolution.

Context Diagrams A visual depiction of the product scope showing a business system (process, equipment, computer system, etc), and how people and other systems (actors) interact with it

Contingent Response Strategies Responses provided which may be used in the event that a specific trigger occurs

Contract Change Control System The system used to collect, track, adjudicate, and communicate changes to a contract

Cost Aggregation Summing the lower-level cost estimates associated with the various work packages for a given level within the project’s WBS or for a given cost control account

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Cost of Quality

A method of determining the costs incurred to ensure quality. Prevention and appraisal costs (cost of conformance) include costs for quality planning, quality control (QC), and quality assurance to ensure compliance to requirements (i.e., training, QC systems, etc.). Failure costs (cost of nonconformance) include costs to rework products, components, or processes that are non-compliant, costs of warranty work and waste, and loss of reputation.

Cost-Benefit Analysis A financial analysis tool used to determine the benefits provided by a project against its costs.

Critical Chain Method A schedule method that allows the project team to place buffers on any project schedule path to account for limited resources and project uncertainties

Critical Path Method A method used to estimate the minimum project duration and determine the amount of scheduling flexibility on the logical network paths within the schedule model.

Data Gathering and Representation Techniques

Techniques used to collect, organize, and present data and information

Decomposition A technique used for dividing and subdividing the project scope and project deliverables into smaller, more manageable parts

Dependency Determination A technique used to identify the type of dependency that is used to create the logical relationships between predecessor and successor activities.

Design of Experiments A statistical method for identifying which factors may influence specific variables of a product or process under development or in production.

Diagramming Techniques Approaches to presenting information with logical linkages that aid in understanding

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Document Analysis An elicitation technique that analyzes existing documentation and identifies information relevant to the requirements.

Documentation Reviews The process of gathering a corpus of information and reviewing it to determine accuracy and completeness.

Earned Value Management A methodology that combines scope, schedule, and resource measurements to assess project performance and progress.

Expert Judgment

Judgment provided based upon expertise in an application area, knowledge area, discipline, industry, etc., as appropriate for the activity being performed. Such expertise may be provided by any group or person with specialized education, knowledge, skill, experience, or training.

Facilitated Workshops An elicitation technique using focused sessions that bring key cross-functional stakeholders together to define product requirements

Focus Groups

An elicitation technique that brings together prequalified stakeholders and subject matter experts to learn about their expectations and attitudes about a proposed product, service, or result.

Forecast

An estimate or prediction of conditions and events in the project’s future based on information and knowledge available at the time of the forecast. The information is based on the project’s past performance and expected future performance, and includes information that could impact the project in the future, such as estimate at completion and estimate to complete.

Funding Limit Reconciliation

The process of comparing the planned expenditure of project funds against any limits on the commitment of funds for the project to identify any variances between the funding limits and the planned expenditures.

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Ground Rules Expectations regarding acceptable behavior by project team members

Group Creativity Techniques Techniques that are used to generate ideas within a group of stakeholders

Group Decision-Making Techniques Techniques to assess multiple alternatives that will be used to generate, classify, and prioritize product requirements

Historical Information Documents and data on prior projects including project files, records, correspondence, closed contracts, and closed projects

Independent Estimates A process of using a third party to obtain and analyze information to support prediction of cost, schedule, or other items

Information Gathering Techniques Repeatable processes used to assemble and organize data across a spectrum of sources

Information Management Systems Facilities, processes, and procedures used to collect, store, and distribute information between producers and consumers of information in physical or electronic format

Inspection Examining or measuring to verify whether an activity, component, product, result, or service conforms to specified requirements

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Inspections and Audits A process to observe performance of contracted work or a promised product against agreed-upon requirements

Interpersonal Skills Ability to establish and maintain relationships with other people

Interviews A formal or informal approach to elicit information from stakeholders by talking to them directly

Lag The amount of time whereby a successor activity is required to be delayed with respect to a predecessor activity

Lead The amount of time whereby a successor activity can be advanced with respect to a predecessor activity

Make-or-Buy Analysis

The process of gathering and organizing data about product requirements and analyzing them against available alternatives including the purchase or internal manufacture of the product

Management Skills The ability to plan, organize, direct, and control individuals or groups of people to achieve specific goals

Market Research The process of gathering information at conferences, online reviews, and a variety of sources to identify market capabilities

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Multi-Criteria Decision Analysis

This technique utilizes a decision matrix to provide a systematic analytical approach for establishing criteria, such as risk levels, uncertainty, and valuation, to evaluate and rank many ideas

Negotiation The process and activities to resolving disputes through consultations between involved parties

Networking Establishing connections and relationships with other people from the same or other organizations.

Observations A technique that provides a direct way of viewing individuals in their environment performing their jobs or tasks and carrying out processes

Parametric Estimating An estimating technique in which an algorithm is used to calculate cost or duration based on historical data and project parameters

Payment Systems The system used to provide and track supplier’s invoices and payments for services and products

Performance Reporting See work performance reports

Performance Reviews A technique that is used to measure, compare, and analyze actual performance of

Precedence Diagramming Method (PDM)

A technique used for constructing a schedule model in which activities are represented by nodes and are graphically linked by one or more logical relationships to show the sequence in which the activities are to be performed

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Precedence Relationship

The term used in the precedence diagramming method for a logical relationship. In current usage, however, precedence relationship, logical relationship, and dependency are widely used interchangeably, regardless of the diagramming method used. See also logical relationship

Procurement Audits The review of contracts and contracting processes for completeness, accuracy, and effectiveness

Procurement Performance Reviews A structured review of the seller’s progress to deliver project scope and quality, within cost and on schedule, as compared to the contract

Project Management Information System

An information system consisting of the tools and techniques used to gather, integrate, and disseminate the outputs of project management processes. It is used to support all aspects of the project from initiating through closing, and can include both manual and automated systems.

Proposal Evaluation Techniques The process of reviewing proposals provided by suppliers to support contract award decisions.

Prototypes A method of obtaining early feedback on requirements by providing a working model of the expected product before actually building it.

Quality Audits A quality audit is a structured, independent process to determine if project activities comply with organizational and project policies, processes, and procedures.

Quality Management and Control Tools

They are a type of quality planning tools used to link and sequence the activities identified.

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Quantitative Risk Analysis and Modeling Techniques

Commonly used techniques for both event-oriented and project-oriented analysis approaches.

Questionnaires and Surveys Written sets of questions designed to quickly accumulate information from a large number of respondents.

Records Management System A specific set of processes, related control functions, and tools that are consolidated and combined to record and retain information about the project

Reserve Analysis

An analytical technique to determine the essential features and relationships of components in the project management plan to establish a reserve for the schedule duration, budget, estimated cost, or funds for a project

Resource Optimization Techniques A technique that is used to adjust the start and finish dates of activities that adjust planned resource use to be equal to or less than resource availability

Risk Audits

Examination and documentation of the effectiveness of risk responses in dealing with identified risks and their root causes, as well as the effectiveness of the risk management process

Risk Categorization

Organization by sources of risk (e.g., using the RBS), the area of the project affected (e.g., using the WBS), or other useful category (e.g., project phase) to determine the areas of the project most exposed to the effects of uncertainty.

Risk Data Quality Assessment Technique to evaluate the degree to which the data about risks is useful for risk management

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Risk Reassessment Risk reassessment is the identification of new risks, reassessment of current risks, and the closing of risks that are outdated

Risk Urgency Assessment Review and determination of the timing of actions that may need to occur sooner than other risk items

Rolling Wave Planning An iterative planning technique in which the work to be accomplished in the near term is planned in detail, while the work in the future is planned at a higher level

Schedule Network Analysis

The technique of identifying early and late start dates, as well as early and late finish dates, for the uncompleted portions of project schedule activities. See also backward pass, critical path method, critical chain method, and resource leveling

Scheduling Tool A tool that provides schedule component names, definitions, structural relationships, and formats that support the application of a scheduling method

Seven Basic Quality Tools

A standard toolkit used by quality management professionals who are responsible for planning, monitoring, and controlling the issues related to quality in an organization

Source Selection Criteria A set of attributes desired by the buyer which a seller is required to meet or exceed to be selected for a contract

Stakeholder Analysis

A technique of systematically gathering and analyzing quantitative and qualitative information to determine whose interests should be taken into account throughout the project

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Statistical Sampling Choosing part of a population of interest for inspection.

SWOT Analysis Analysis of strengths, weaknesses, opportunities, and threats of an organization, project, or option

Three-Point Estimate

A technique used to estimate cost or duration by applying an average of optimistic, pessimistic, and most likely estimates when there is uncertainty with the individual activity estimates

To-Complete Performance Index (TCPI)

A measure of the cost performance that is required to be achieved with the remaining resources in order to meet a specified management goal, expressed as the ratio of the cost to finish the outstanding work to the remaining budget

Trend Analysis

An analytical technique that uses mathematical models to forecast future outcomes based on historical results. It is a method of determining the variance from a baseline of a budget, cost, schedule, or scope parameter by using prior progress reporting periods’ data and projecting how much that parameter’s variance from baseline might be at some future point in the project if no changes are made in executing the project

Variance Analysis A technique for determining the cause and degree of difference between the baseline and actual performance

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