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. 項目運行環境....................................................................................................................37
2.1 概述.................................................................................................................................37
2.2 事業環境因素................................................................................................................38
2.3 組織過程資產................................................................................................................39
2.4 組織系統.........................................................................................................................41
3. 項目經理的角色.................................................................................................................51
3.1 概述.................................................................................................................................51
3.2 項目經理的定義............................................................................................................52
3.3 項目經理的影響力范圍................................................................................................52
3.4 項目經理的能力............................................................................................................56
3.5 執行整合.........................................................................................................................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 指導與管理項目工作....................................................................................................90
4.4 管理項目知識................................................................................................................98
4.5 監控項目工作..............................................................................................................105
4.6 實施整體變更控制......................................................................................................113
4.7 結束項目或階段..........................................................................................................121
5. 項目范圍管理.................................................................................................................129
5.1 規劃范圍管理..............................................................................................................134
5.2 收集需求.......................................................................................................................138
5.3 定義范圍.......................................................................................................................150
5.4 創建
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 規劃成本管理..............................................................................................................235
7.2 估算成本.......................................................................................................................240
7.3 制定預算.......................................................................................................................248
7.4 控制成本.......................................................................................................................257
8. 項目質量管理...................................................................................................................271
8.1 規劃質量管理..............................................................................................................277
8.2 管理質量.......................................................................................................................288
8.3 控制質量......................................................................................................................298
9. 項目資源管理..................................................................................................................307
9.1 規劃資源管理..............................................................................................................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 規劃溝通管理............................................................................................................366
10.2 管理溝通.....................................................................................................................379
10.3 監督溝通.....................................................................................................................388
11. 項目風險管理..................................................................................................................395
11.1 規劃風險管理............................................................................................................401
11.2 識別風險.....................................................................................................................409
11.3 實施定性風險分析....................................................................................................419
11.4 實施定量風險分析....................................................................................................428
11.5 規劃風險應對............................................................................................................437
11.6 實施風險應對............................................................................................................449
11.7 監督風險...................................................................................................................453
12. 項目采購管理................................................................................................................459
12.1 規劃采購管理............................................................................................................466
12.2 實施采購.....................................................................................................................482
12.3 控制采購.....................................................................................................................492
13. 項目相關方管理.............................................................................................................503
13.1 識別相關方.................................................................................................................507
13.2 規劃相關方參與........................................................................................................516
13.3 管理相關方參與........................................................................................................523
13.4 監督相關方參與........................................................................................................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系.....................................................................543
1.3 組織治理與項目治理之間的聯系.............................................................................545
1.4 項目成功與效益管理..................................................................................................546
1.5 項目生命周期..............................................................................................................547
1.6 項目相關方...................................................................................................................550
1.7 項目經理的角色..........................................................................................................552
1.8 項目管理知識領域......................................................................................................553
1.9 項目管理過程組..........................................................................................................554
1.10 事業環境因素和組織過程資產......................................
... ............................................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. 規劃過程組......................................................................................................................565
3.1 制定項目管理計劃......................................................................................................567
3.2 規劃范圍管理..............................................................................................................567
3.3 收集需求.......................................................................................................................568
3.4 定義范圍.......................................................................................................................569
3.5 創建 WBS......................................................................................................................570
3.6 規劃進度管理..............................................................................................................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 規劃成本管理............................................................................................................577
3.12 估算成本.....................................................................................................................577
3.13 制定預算.....................................................................................................................578
3.14 規劃質量管理............................................................................................................580
3.15 規劃資源管理............................................................................................................581
3.16 估算活動資源............................................................................................................582
3.17 規劃溝通管理.............................................................................................................584
3.18 規劃風險管理............................................................................................................585
3.19 識別風險.....................................................................................................................586
3.20 實施定性風險分析....................................................................................................588
3.21 實施定量風險分析....................................................................................................589
3.22 規劃風險應對............................................................................................................590
3.23 規劃采購管理............................................................................................................592
3.24 規劃相關方參與........................................................................................................594
4. 執行過程組.......................................................................................................................595
4.1 指導與管理項目工作..................................................................................................597
4.2 管理項目知識..............................................................................................................598
4.3 管理質量.......................................................................................................................599
4.4 獲取資源.......................................................................................................................601
4.5 建設團隊.......................................................................................................................602
4.6 管理團隊.......................................................................................................................604
4.7 管理溝通.......................................................................................................................605
4.8 實施風險應對..............................................................................................................607
4.9 實施采購.......................................................................................................................608
4.10 管理相關方參與........................................................................................................610
5. 監控過程組
....................................................................................................................613
5.1 監控項目工作..............................................................................................................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 控制質量.......................................................................................................................624
5.8 控制資源.......................................................................................................................625
5.9 監督溝通.......................................................................................................................627
5.10 監督風險.....................................................................................................................628
5.11 控制采購.....................................................................................................................629
5.12 監督相關方參與........................................................................................................631
6. 收尾過程組......................................................................................................................633
6.1 結束項目或階段..........................................................................................................634
第三部分
附錄、術語表、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、適應型和混合型項目環境............................ ... ..........................665
附錄 X4 知識領域關鍵概念總結...........................................................................................673
附錄 X5 知識領域裁剪考慮因素總結...................................................................................679
附錄 X6 工具與技術...............................................................................................................685
術語表（英文排序）...............................................................................................................695
術語表（中文排序）...............................................................................................................718
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