Integration Management

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3Integration Management

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

Groups.

Key Concepts Project Charter to initiate

Projects Project Management Plan to

plan, execute, monitor & control, and close Projects

Change Requests to update Projects

Tips

Project Charter Project Management Plan Change Request Change Control Board

Product/Service Delivery

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4.1 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.4.2 Develop Project Management Plan—The process of defining, preparing, and coordinating all subsidiary plans and integrating them into a comprehensive project management plan. The project’s integrated baselines and subsidiary plans may be included within the project management plan.4.3 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.4.4 Monitor and Control Project Work—The process of tracking, reviewing, and reporting project progress against the performance objectives defined in the project management plan.4.5 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.4.6 Close Project or Phase—The process of finalizing all activities across all of the Project Management Process Groups to formally complete the phase or project.

Integration Management

54.1 Develop Project Charter

6Project CharterThe Project Charter is a document that formally authorizes the existence of a project and provides the project manager the authority to apply organizational resources to project activities. The key benefit of this document is it creates a formal record of the project and a direct way for senior management to formally accept and commit to the project.

74.2 Develop Project Management Plan

8Project Management PlanThe Project Management Plan (PMP) is a formal, approved document used to manage project execution. The PMP documents the actions necessary to define, prepare, integrate and coordinate the various planning activities. The PMP defines how the project is executed, monitored and controlled, and closed. It is progressively elaborated by updates throughout the course of the project. The PMP is also a communication vehicle for ensuring key stakeholders share an understanding of the project. The PMP is NOT a project schedule. A project schedule lists planned dates for performing tasks and activities to meet milestones identified in the project plan.

94.3 Direct & Manage Project Work

10Project Management Information SystemThe Project Management Information System (PMIS) provides access to tools such as scheduling tool, work authorization system, configuration management system, information collection and distribution system and other automated systems. Automated gathering and reporting on key performance indicators (KPI) can be part of the PMIS.

114.4 Monitor & Control Project Work

124.5 Perform Integrated Change Control

13Change RequestA Change Request is a formal proposal to modify any document, deliverable or baseline. When issues are found while project work is being performed, change requests are submitted which may modify project policies or procedures, project scope, project budget, project schedule or project quality. Change requests may include:• Corrective Action• Preventive Action• Defect Repair• Updates

144.6 Close Project/Phase

15Closure DocumentsProject or phase closure documents, consisting of formal documentation that indicates completion of the project or phase and the transfer of the completed deliverables to others.

During project closure, the project manager reviews prior phase documentation, customer acceptance documentation and exit criteria to ensure that all project requirements are completed prior to finalizing the closure of the project. It is then followed by handing over the completed project or phase for business as usual (BAU) activities.

16Lessons LearnedLessons Learned information are transferred to the lessons learned knowledge base for use by future projects or phases. This can include information on issues and risks as well as techniques that worked well applying to future projects.

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