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About this lesson
There are two fundamental categories of artifacts that are created by project management processes in order to aid the project team with the management of the project. One is the project management plan, an integration of management plans from the knowledge areas. The second is a family of logs, registers, reports, and other artifacts collectively known as project documents.
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Quick reference
Project Management Plan and Project Documents
The project management plan and project documents are used by the project manager and core team to plan the project work and track the project progress throughout the project lifecycle.
When to use
The project management plan and project documents are the tools used by the project team to plan, track and control their work. They are used throughout the lifecycle of the project and are being continuously updated.
Instructions
The project management plan and project documents are artifacts of project management. They are created and maintained throughout the project. At the end of the project, these are archived as records of what occurred during the project.
Project Management Plan
The PMBOK® Guide defines the project management plan as, "The document that describes how the project will be executed, monitored and controlled, and closed."
The project management plan is created by integrating the knowledge area management plans from all of the knowledge areas. This is an iterative document. As the various plans are combined, there will normally be changes required. In addition, in an adaptive project management approach, the plan is being continuously updated based upon previous actions. The specific template or design of the plan is determined by the project management methodology and the project team. The components parts that are integrated into the project plan are:
Scope Management Plan |
Requirements Management Plan |
Schedule Management Plan |
Cost Management Plan |
Quality Management Plan |
Resource Management Plan |
Communication Management Plan |
Stakeholder Engagement Plan |
Risk Management Plan |
Procurement Management Plan |
Change Management Plan |
Configuration Management Plan |
Scope Baseline |
Schedule Baseline |
Cost Baseline |
Performance Measurement Baseline |
Project Lifecycle Description |
Development Approach |
Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Sixth Edition, Project Management Institute, Inc., 2017, Table 4-1, page 89 and Glossary definition, page 716.
Project Documents
Project documents are logs, reports, lists, forms, estimates, calendars, metrics and data that are created during the project and used by the project manager and project team to assist them in executing, monitoring, and controlling the project. These documents are each created in a project management process but may be updated numerous times throughout the project as tasks are accomplished, deliverables completed, and the project moves to the next phase. For instance, the Issue Log will likely be updated at every team meeting as new issues are identified and current issues are resolved. Many of the documents are not a single document, but rather a family of documents. For instance, Test and Evaluation Documents are created for each of the different tests conducted by the project. The list of project documents is shown in this table:
Team Charter |
Project Scope Statement |
Requirements Documentation |
Project Schedule |
Schedule Data |
Schedule Forecasts |
Project Calendar |
Milestone Lists |
Project Schedule Network Diagram |
Activity List |
Activity Attributes |
Requirements Traceability Matrix |
Basis of Estimates |
Cost Estimates |
Duration Estimates |
Resource Requirements |
Resource Calendar |
Resource Breakdown Structure |
Physical Resources Assignments |
Project Team Assignments |
Costs Forecasts |
Quality Report |
Quality Metrics |
Quality Control Measurements |
Project Communications |
Stakeholder Register |
Assumption Log |
Risk Register |
Change Log |
Issue Log |
Test and Evaluation Documents |
Risk Report |
Lessons Learned Register |
Project Management Institute, A Guide to the Project Management Body of Knowledge, (PMBOK® Guide) – Sixth Edition, Project Management Institute, Inc., 2017, Table 4-1, Page 89. PMBOK is a registered mark of the Project Management Institute, Inc. |
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PMI, PMP, CAPM and PMBOK are registered marks of the Project Management Institute, Inc.