第一部分

項目管理知識體系指南(PMBOK 指南)

1. 引論....................................................................................................................................1

1.1 指南概述和目的..............................................................................................................1

1.2 基本要素...........................................................................................................................4

2. 項目運行環(huán)境....................................................................................................................37

2.1 概述.................................................................................................................................37

2.2 事業(yè)環(huán)境因素................................................................................................................38

2.3 組織過程資產(chǎn)................................................................................................................39

2.4 組織系統(tǒng).........................................................................................................................41

3. 項目經(jīng)理的角色.................................................................................................................51

3.1 概述.................................................................................................................................51

3.2 項目經(jīng)理的定義............................................................................................................52

3.3 項目經(jīng)理的影響力范圍................................................................................................52

3.4 項目經(jīng)理的能力............................................................................................................56

3.5 執(zhí)行整合.........................................................................................................................66

4. 項目整合管理...................................................................................................................69

4.1 制定項目章程................................................................................................................75

4.2 制定項目管理計劃........................................................................................................82

4.3 指導(dǎo)與管理項目工作....................................................................................................90

4.4 管理項目知識................................................................................................................98

4.5 監(jiān)控項目工作..............................................................................................................105

4.6 實施整體變更控制......................................................................................................113

4.7 結(jié)束項目或階段..........................................................................................................121

5. 項目范圍管理.................................................................................................................129

5.1 規(guī)劃范圍管理..............................................................................................................134

5.2 收集需求.......................................................................................................................138

5.3 定義范圍.......................................................................................................................150

5.4 創(chuàng)建 WBS......................................................................................................................156

5.5 確認范圍.......................................................................................................................163

5.6 控制范圍.......................................................................................................................167

6. 項目進度管理...................................................................................................................173

6.1 規(guī)劃進度管理..............................................................................................................179

6.2 定義活動.......................................................................................................................183

6.3 排列活動順序..............................................................................................................187

6.4 估算活動持續(xù)時間......................................................................................................195

6.5 制定進度計劃..............................................................................................................205

6.6 控制進度.......................................................................................................................222

7. 項目成本管理..................................................................................................................231

7.1 規(guī)劃成本管理..............................................................................................................235

7.2 估算成本.......................................................................................................................240

7.3 制定預(yù)算.......................................................................................................................248

7.4 控制成本.......................................................................................................................257

8. 項目質(zhì)量管理...................................................................................................................271

8.1 規(guī)劃質(zhì)量管理..............................................................................................................277

8.2 管理質(zhì)量.......................................................................................................................288

8.3 控制質(zhì)量......................................................................................................................298

9. 項目資源管理..................................................................................................................307

9.1 規(guī)劃資源管理..............................................................................................................312

9.2 估算活動資源..............................................................................................................320

9.3 獲取資源.......................................................................................................................328

9.4 建設(shè)團隊.......................................................................................................................336

9.5 管理團隊.......................................................................................................................345

9.6 控制資源.......................................................................................................................352

10. 項目溝通管理.................................................................................................................359

10.1 規(guī)劃溝通管理............................................................................................................366

10.2 管理溝通.....................................................................................................................379

10.3 監(jiān)督溝通.....................................................................................................................388

11. 項目風(fēng)險管理..................................................................................................................395

11.1 規(guī)劃風(fēng)險管理............................................................................................................401

11.2 識別風(fēng)險.....................................................................................................................409

11.3 實施定性風(fēng)險分析....................................................................................................419

11.4 實施定量風(fēng)險分析....................................................................................................428

11.5 規(guī)劃風(fēng)險應(yīng)對............................................................................................................437

11.6 實施風(fēng)險應(yīng)對............................................................................................................449

11.7 監(jiān)督風(fēng)險...................................................................................................................453

12. 項目采購管理................................................................................................................459

12.1 規(guī)劃采購管理............................................................................................................466

12.2 實施采購.....................................................................................................................482

12.3 控制采購.....................................................................................................................492

13. 項目相關(guān)方管理.............................................................................................................503

13.1 識別相關(guān)方.................................................................................................................507

13.2 規(guī)劃相關(guān)方參與........................................................................................................516

13.3 管理相關(guān)方參與........................................................................................................523

13.4 監(jiān)督相關(guān)方參與........................................................................................................530

參考文獻...............................................................................................................................537

第二部分

項目管理標準

1. 引論................................................................................................................................541

1.1 項目和項目管理..........................................................................................................542

1.2 項目組合、項目集和項目之間的關(guān)系.....................................................................543

1.3 組織治理與項目治理之間的聯(lián)系.............................................................................545

1.4 項目成功與效益管理..................................................................................................546

1.5 項目生命周期..............................................................................................................547

1.6 項目相關(guān)方...................................................................................................................550

1.7 項目經(jīng)理的角色..........................................................................................................552

1.8 項目管理知識領(lǐng)域......................................................................................................553

1.9 項目管理過程組..........................................................................................................554

1.10 事業(yè)環(huán)境因素和組織過程資產(chǎn)...................................... ... ............................................557

1.11 裁剪項目工件................................................................. ..............................................558

2. 啟動過程組........................................................................................................................561

2.1 制定項目章程..............................................................................................................563

2.2 識別相關(guān)方...................................................................................................................563

2.2.1 項目管理計劃組件.......................................................... ... ... ...................................564

2.2.2 項目文件示例........................ ... ......................................... ... ....................................564

2.2.3 項目管理計劃更新.................................................... ... ...... ......................................564

2.2.4 項目文件更新............................................................... ... ... ......................................564

3. 規(guī)劃過程組......................................................................................................................565

3.1 制定項目管理計劃......................................................................................................567

3.2 規(guī)劃范圍管理..............................................................................................................567

3.3 收集需求.......................................................................................................................568

3.4 定義范圍.......................................................................................................................569

3.5 創(chuàng)建 WBS......................................................................................................................570

3.6 規(guī)劃進度管理..............................................................................................................571

3.7 定義活動.......................................................................................................................572

3.8 排列活動順序..............................................................................................................573

3.9 估算活動持續(xù)時間......................................................................................................574

3.9.1 項目管理計劃組件................................................................. ... ............................574

3.9.2 項目文件示例...................................................................... ... ...............................574

3.9.3 項目文件更新....................................................................... ... ..............................575

3.10 制定進度計劃............................................................................................................575

3.11 規(guī)劃成本管理............................................................................................................577

3.12 估算成本.....................................................................................................................577

3.13 制定預(yù)算.....................................................................................................................578

3.14 規(guī)劃質(zhì)量管理............................................................................................................580

3.15 規(guī)劃資源管理............................................................................................................581

3.16 估算活動資源............................................................................................................582

3.17 規(guī)劃溝通管理.............................................................................................................584

3.18 規(guī)劃風(fēng)險管理............................................................................................................585

3.19 識別風(fēng)險.....................................................................................................................586

3.20 實施定性風(fēng)險分析....................................................................................................588

3.21 實施定量風(fēng)險分析....................................................................................................589

3.22 規(guī)劃風(fēng)險應(yīng)對............................................................................................................590

3.23 規(guī)劃采購管理............................................................................................................592

3.24 規(guī)劃相關(guān)方參與........................................................................................................594

4. 執(zhí)行過程組.......................................................................................................................595

4.1 指導(dǎo)與管理項目工作..................................................................................................597

4.2 管理項目知識..............................................................................................................598

4.3 管理質(zhì)量.......................................................................................................................599

4.4 獲取資源.......................................................................................................................601

4.5 建設(shè)團隊.......................................................................................................................602

4.6 管理團隊.......................................................................................................................604

4.7 管理溝通.......................................................................................................................605

4.8 實施風(fēng)險應(yīng)對..............................................................................................................607

4.9 實施采購.......................................................................................................................608

4.10 管理相關(guān)方參與........................................................................................................610

5. 監(jiān)控過程組 ....................................................................................................................613

5.1 監(jiān)控項目工作..............................................................................................................615

5.2 實施整體變更控制......................................................................................................616

5.3 確認范圍.......................................................................................................................618

5.4 控制范圍.......................................................................................................................619

5.5 控制進度.......................................................................................................................621

5.6 控制成本.......................................................................................................................622

5.7 控制質(zhì)量.......................................................................................................................624

5.8 控制資源.......................................................................................................................625

5.9 監(jiān)督溝通.......................................................................................................................627

5.10 監(jiān)督風(fēng)險.....................................................................................................................628

5.11 控制采購.....................................................................................................................629

5.12 監(jiān)督相關(guān)方參與........................................................................................................631

6. 收尾過程組......................................................................................................................633

6.1 結(jié)束項目或階段..........................................................................................................634

第三部分

附錄、術(shù)語表、索引

附錄 X1 第六版更新..............................................................................................................639

附錄 X2 第六版《PMBOK 指南》編審人員.....................................................................651

附錄 X3 敏捷型、迭代型、適應(yīng)型和混合型項目環(huán)境............................ ... ..........................665

附錄 X4 知識領(lǐng)域關(guān)鍵概念總結(jié)...........................................................................................673

附錄 X5 知識領(lǐng)域裁剪考慮因素總結(jié)...................................................................................679

附錄 X6 工具與技術(shù)...............................................................................................................685

術(shù)語表（英文排序）...............................................................................................................695

術(shù)語表（中文排序）...............................................................................................................718