Engineering

Contemporary Project Management

Timothy J. Kloppenborg •

Vittal Anantatmula •

Kathryn N. Wells

F O U R T H E D I T I O N

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

MS Project 2016 Instructions in Contemporary Project Management 4e

Chapter MS Project

3 MS Project 2016 Introduction

Ribbon, Quick Access Toolbar, view panes, Zoom Slider, Shortcuts, Scheduling Mode Selector

Setting Up Your First Project

Auto schedule, start date, identifying information, summary row

Create Milestone Schedule

Key milestones, zero duration, must finish on, information

7 Set Up a Work Breakdown Structure (WBS)

Understand the WBS definitions and displays

Enter WBS Elements (tasks), Create the outline,

Insert WBS Code Identifier column, Hide or show subtasks detail

8 Using MS Project for Critical Path Schedules

Set Up the Project Schedule

Set or update the project start date, Define organization’s working and nonworking time

Build the Network Diagram and Identify the Critical Path

Enter tasks and milestones, edit the timescale, understand and define task dependencies, assign task duration estimates, identify the critical path, understand the network diagram view

Display and Print Schedules

9 Define Resources

Resource views, max units, resource calendars

Assigning Resources

Basic assignment, modify an assignment

Identify Overallocated Resources

Resource usage and Detailed Gantt views together

Overallocated Resources

Finding overallocated resources, dealing with overallocations

Crashing a Critical Path Activity

10 Develop Bottom-up Project Budget

Assignment costs, task costs, various cost perspectives

Develop Summary Project Budget

12 Baseline the Project Plan

First time baseline, subsequent baselines, viewing variances

14 Using MS Project to Monitor and Control Projects

What Makes a Schedule Useful?

How MS Project recalculates based on reported actuals, current and future impacts of variances, define the performance update process (who, what, when)

Steps to Update the Project Schedule

Acquire performance data, set and display status date, Enter duration-based performance data, reschedule remaining work, revise future estimates

15 Close Project

Creating project progress reports, sharing reports, export a report to MS Excel, archive project work, capture and publish lessons learned

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

PMBOK® Guide 6e Coverage in Contemporary Project Management 4e The numbers refer to the text page where the process is defined. Project management (PM) processes and knowledge areas 10–11 Project life cycle 7–10, 62–64 Projects and strategic planning 33–37 Organizational influences 102–110 Portfolio and program management 37–42

PMBOK® Guide, 6th ed. Coverage

Knowledge Areas

Initiating Process Group Planning Process Group

Executing Process Group

Monitoring & Controlling Process Group

Closing Process Group

Project Integration Management

Develop Project Charter 60–79

Develop Project Management Plan 409–410

Direct and Manage Project Work 459–460 Manage Project Knowledge 192–193, 504–508

Monitor and Control Project Work 460–462 Perform Integrated Change Control 229–232, 462–463

Close Project or Phase 503, 508–511

Project Scope Management

Plan Scope Management 211–212 Collect Requirements 212–216 Define Scope 216–220 Create WBS 220–229

Validate Scope 500–501 Control Scope 475–476

Project Schedule Management

Plan Schedule Management 246 Define Activities 249–253 Sequence Activities 253–255 Estimate Activity Durations 255–258 Develop Schedule 259–267

Control Schedule 476–480

Project Cost Management

Plan Cost Management 329–330 Estimate Costs 330–341 Determine Budget 342–344

Control Costs 345, 476–480

Project Quality Management

Plan Quality Management 401–404 Manage Quality 404–406, 469–474

Control Quality 406–409, 469–474

Project Resources Management

Plan Resource Management 290–295 Estimate Activity Resources 290

Aquire Resources 138–141 Develop Team 141–157 Manage Team 157–161

Control Resources 476

Project Com- munications Management

Plan Communications Management 188–192

Manage Communications 193–199, 465–467

Monitor Communications 467–468

Project Risk Management

Plan Risk Management 360–366 Identify Risks 75, 366–368 Perform Qualitative Risk Analysis 75, 368–372 Perform Quantitative Risk Analysis 372–373 Plan Risk Responses 75, 373–377

Implement Risk Responses 464–465

Monitor Risks 463–464

Project Procurement Management

Plan Procurement Management 431–433, 438–441

Conduct Procurements 434–438

Control Procurments 441

Project Stake- holder Management

Identify Stakehold- ers 75–77, 178–184

Plan Stakeholder Engagement 184–186 Manage Stakeholder Engagement 187–188

Monitor Stakeholder Engagement 188

Source: Adapted from A Guide to the Project Management Body of Knowledge (PMBOK® Guide), 6th ed. (Newtown Square, PA: Project Management Institute, Inc., 2017): 31.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

Contemporary Project Management ORGANIZE LEAD PLAN PERFORM

FOURTH EDITION

TIMOTHY J. KLOPPENBORG Xavier University

VITTAL ANANTATMULA Western Carolina University

KATHRYN N. WELLS Keller Williams Real Estate

Australia • Brazil • Mexico • Singapore • United Kingdom • United States

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

This is an electronic version of the print textbook. Due to electronic rights restrictions, some third party content may be suppressed. Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. The publisher reserves the right to remove content from this title at any time if subsequent rights restrictions require it. For valuable information on pricing, previous editions, changes to current editions, and alternate formats, please visit www.cengage.com/highered to search by ISBN#, author, title, or keyword for materials in your areas of interest.

Important Notice: Media content referenced within the product description or the product text may not be available in the eBook version.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

Contemporary Project Management, Fourth Edition

Timothy J. Kloppenborg

2019 2015

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2017947974

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Cengage Learning 20

02210

40 125

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Printed in the United States of America Print Number: 01 Print Year: 2017

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

MS Project 2016 Instructions in Contemporary Project Management 4e

Chapter MS Project

3 MS Project 2016 Introduction

Ribbon, Quick Access Toolbar, view panes, Zoom Slider, Shortcuts, Scheduling Mode Selector

Setting Up Your First Project

Auto schedule, start date, identifying information, summary row

Create Milestone Schedule

Key milestones, zero duration, must finish on, information

7 Set Up a Work Breakdown Structure (WBS)

Understand the WBS definitions and displays

Enter WBS Elements (tasks), Create the outline,

Insert WBS Code Identifier column, Hide or show subtasks detail

8 Using MS Project for Critical Path Schedules

Set Up the Project Schedule

Set or update the project start date, Define organization’s working and nonworking time

Build the Network Diagram and Identify the Critical Path

Enter tasks and milestones, edit the timescale, understand and define task dependencies, assign task duration estimates, identify the critical path, understand the network diagram view

Display and Print Schedules

9 Define Resources

Resource views, max units, resource calendars

Assigning Resources

Basic assignment, modify an assignment

Identify Overallocated Resources

Resource usage and Detailed Gantt views together

Overallocated Resources

Finding overallocated resources, dealing with overallocations

Crashing a Critical Path Activity

10 Develop Bottom-up Project Budget

Assignment costs, task costs, various cost perspectives

Develop Summary Project Budget

12 Baseline the Project Plan

First time baseline, subsequent baselines, viewing variances

14 Using MS Project to Monitor and Control Projects

What Makes a Schedule Useful?

How MS Project recalculates based on reported actuals, current and future impacts of variances, define the performance update process (who, what, when)

Steps to Update the Project Schedule

Acquire performance data, set and display status date, Enter duration-based performance data, reschedule remaining work, revise future estimates

15 Close Project

Creating project progress reports, sharing reports, export a report to MS Excel, archive project work, capture and publish lessons learned

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

PMBOK® Guide 6e Coverage in Contemporary Project Management 4e The numbers refer to the text page where the process is defined. Project management (PM) processes and knowledge areas 10–11 Project life cycle 7–10, 62–64 Projects and strategic planning 33–37 Organizational influences 102–110 Portfolio and program management 37–42

PMBOK® Guide, 6th ed. Coverage

Knowledge Areas

Initiating Process Group Planning Process Group

Executing Process Group

Monitoring & Controlling Process Group

Closing Process Group

Project Integration Management

Develop Project Charter 60–79

Develop Project Management Plan 409–410

Direct and Manage Project Work 459–460 Manage Project Knowledge 192–193, 504–508

Monitor and Control Project Work 460–462 Perform Integrated Change Control 229–232, 462–463

Close Project or Phase 503, 508–511

Project Scope Management

Plan Scope Management 211–212 Collect Requirements 212–216 Define Scope 216–220 Create WBS 220–229

Validate Scope 500–501 Control Scope 475–476

Project Schedule Management

Plan Schedule Management 246 Define Activities 249–253 Sequence Activities 253–255 Estimate Activity Durations 255–258 Develop Schedule 259–267

Control Schedule 476–480

Project Cost Management

Plan Cost Management 329–330 Estimate Costs 330–341 Determine Budget 342–344

Control Costs 345, 476–480

Project Quality Management

Plan Quality Management 401–404 Manage Quality 404–406, 469–474

Control Quality 406–409, 469–474

Project Resources Management

Plan Resource Management 290–295 Estimate Activity Resources 290

Aquire Resources 138–141 Develop Team 141–157 Manage Team 157–161

Control Resources 476

Project Com- munications Management

Plan Communications Management 188–192

Manage Communications 193–199, 465–467

Monitor Communications 467–468

Project Risk Management

Plan Risk Management 360–366 Identify Risks 75, 366–368 Perform Qualitative Risk Analysis 75, 368–372 Perform Quantitative Risk Analysis 372–373 Plan Risk Responses 75, 373–377

Implement Risk Responses 464–465

Monitor Risks 463–464

Project Procurement Management

Plan Procurement Management 431–433, 438–441

Conduct Procurements 434–438

Control Procurments 441

Project Stake- holder Management

Identify Stakehold- ers 75–77, 178–184

Plan Stakeholder Engagement 184–186 Manage Stakeholder Engagement 187–188

Monitor Stakeholder Engagement 188

Source: Adapted from A Guide to the Project Management Body of Knowledge (PMBOK® Guide), 6th ed. (Newtown Square, PA: Project Management Institute, Inc., 2017): 31.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

Brief Contents

Preface xx About the Authors xxix

PART 1 Organizing Projects 1 Introduction to Project Management 2

2 Project Selection and Prioritization 32

3 Chartering Projects 60

PART 2 Leading Projects 4 Organizational Capability: Structure, Culture, and Roles 100

5 Leading and Managing Project Teams 136

6 Stakeholder Analysis and Communication Planning 176

PART 3 Planning Projects 7 Scope Planning 210

8 Scheduling Projects 244

9 Resourcing Projects 286

10 Budgeting Projects 328

11 Project Risk Planning 358

12 Project Quality Planning and Project Kickoff 386

PART 4 Performing Projects 13 Project Supply Chain Management 426

14 Determining Project Progress and Results 456

15 Finishing the Project and Realizing the Benefits 498

Appendix A PMP and CAPM Exam Prep Suggestions 522 Appendix B Agile Differences Covered 527 Appendix C Answers to Selected Exercises 532 Appendix D Project Deliverables 537 Appendix E Strengths Themes As Used in Project Management [Available Online]

Index 539

v Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s).

Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

Requirements Documents

13.1 Identify Stakeholders

Stakeholder

Register Stakeholder Engagement

Assessment Matrix

Integration

Scope

Schedule

Cost

Quality

Resources

Communication

Risk

Procurement

Stakeholders

12.1 Plan Procurement Management

11.1 Plan Risk

Management

10.1 Plan Communications

Management

9.1 Plan Resource

Management

8.1 Plan Quality

Management

7.1 Plan Cost

Management

6.1 Plan Schedule

Management

5.1 Plan Scope

Management

Duration

Estimates

Scope Statement

Activity List

Milestone List

Network

4.1 Develop Project Charter

Charter

Assumptions Log

Cost Baseline

Resource Requirements

RACI Team

Charter

Quality Mgt. Plan

Communications Matrix

Risk Register

Bid Documents Make or Buy

Analysis

6.5 Develop Schedule

Schedule Baseline

5.2 Collect Requirements

5.4 Create WBS

Scope

4.2 Develop Project Management Plan

Activities

9.2 Estimate Activity

Resources

11.2 Identify Risks

11.3 Perform Qualitative

Risk Analysis

11.4 Perform Quantitative Risk Analysis

11.5 Plan Risk

Responses

13.2 Plan Stakeholders Engagement

6.4 Estimate activity

Durations

7.3 Determine Budget

7.2 Estimate Costs

6.3 Sequence Activities

1.2 Foundational Elements

2.4 Organizational Systems

3.4 Project Manager Competencies Selecting Projects

Project Customer Tradeoff Matrix

Life Cycle and Development Approach Elevator Pitch

Leader Roles and Responsibilities Project Selection and Prioritization Matrix Project Resource Assignment Matrix

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

11.6 Implement Risk Responses

13.3 Manage Stakeholder Engagement

13.4 Monitor Stakeholder Engagement

4.3 Direct and Manage Project Work

4.4 Manage Project Knowledge

Scope Baseline with WBS

Resource Histogram Project Crashing

Retrospectives

Closure Documents Customer Feedback Transition Plan

Scope Backlog

Burn Down/Up

Charts

Quality Reports

s Analysis

Realizing s

PM Plan Baselines Life Cycle and Development Approach 4.7 Close Project

or Phase

6.6 Control Schedule

Earned Value Analysis

7.4 Control Costs

5.6 Control Scope

5.5 Validate Scope

8.2 Manage Quality

9.3 Acquire Resources

9.4 Develop Team

9.6 Control Resources

9.5 Manage Team

8.3 Control Quality

Change Requests

10.2 Manage Communications

11.7 Monitor Risks

10.3 Monitor Communications

Team Assignments

Team Assessments

Agendas Minutes

Issues Log Meeting Evaluation Progress Report

12.2 Conduct Procurements

12.3 Control Procurements

Source Selection

Matrix

Lessons Learned Register

Quality Measurements

4.6 Perform Integrated

Change Control

4.5 Monitor and Control

Project Work

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. Due to electronic rights, some third party content may be suppressed from the eBook and/or eChapter(s). Editorial review has deemed that any suppressed content does not materially affect the overall learning experience. Cengage Learning reserves the right to remove additional content at any time if subsequent rights restrictions require it.

Copyright 2019 Cengage Learning. All Rights Reserved. May not be copied, scanned, or duplicated, in whole or in part. WCN 02-200-203

Contents

Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xx About the Authors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxix

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