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Practice Standard for Project Configuration Management
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Practice Standard for Project Configuration Management. ISBN 13 978 1 930699 47 2, ISBN 10 1 930699 47 6, Published by Project Management Institute Inc. Four Campus Boulevard, Newtown Square Pennsylvania 19073 3299 USA. Phone 610 356 4600, Fax 610 356 4647, E mail pmihq pmi org. Internet www pmi org, 2007 Project Management Institute Inc All rights reserved. PgMP is a service mark of Project Management Institute Inc. PMI the PMI logo PMP the PMP logo PMBOK Project Management Journal PM Network and the PMI Today logo are. registered marks of Project Management Institute Inc The Quarter Globe Design is a trademark of the Project Management Institute Inc. For a comprehensive list of PMI marks contact the PMI Legal Department. PMI Publications welcomes corrections and comments on its books Please feel free to send comments on typographical formatting or. other errors Simply make a copy of the relevant page of the book mark the error and send it to Book Editor PMI Publications Four. Campus Boulevard Newtown Square PA 19073 3299 USA, PMI books are available at special quantity discounts to use as premiums and sales promotions or for use in corporate training.
programs as well as other educational programs For more information please write to Bookstore Administrator PMI Publications Four. Campus Boulevard Newtown Square PA 19073 3299 USA or e mail booksonline pmi org Or contact your local bookstore. Printed in the United States of America No part of this work may be reproduced or transmitted in any form or by any means electronic. manual photocopying recording or by any information storage and retrieval system without prior written permission of the publisher. The paper used in this book complies with the Permanent Paper Standard issued by the National Information Standards Organization. Z39 48 1984, 10 9 8 7 6 5 4 3 2 1, A 95526 CHFM, 04 04 07 06 57 10. Layout 95526 902, Page 2 no folio, The Project Management Institute Inc PMI standards and guideline publications. of which the document contained herein is one are developed through a voluntary. consensus standards development process This process brings together volunteers. and or seeks out the views of persons who have an interest in the topic covered by. this publication While PMI administers the process and establishes rules to promote. fairness in the development of consensus it does not write the document and it. does not independently test evaluate or verify the accuracy or completeness of any. information or the soundness of any judgments contained in its standards and guide. line publications, PMI disclaims liability for any personal injury property or other damages of any nature. whatsoever whether special indirect consequential or compensatory directly or indi. rectly resulting from the publication use of application or reliance on this document. PMI disclaims and makes no guaranty or warranty expressed or implied as to the. accuracy or completeness of any information published herein and disclaims and. makes no warranty that the information in this document will fulfill any of your. particular purposes or needs PMI does not undertake to guarantee the performance. of any individual manufacturer or seller s products or services by virtue of this standard. In publishing and making this document available PMI is not undertaking to render. professional or other services for or on behalf of any person or entity nor is PMI. undertaking to perform any duty owed by any person or entity to someone else. Anyone using this document should rely on his or her own independent judgment. or as appropriate seek the advice of a competent professional in determining the. exercise of reasonable care in any given circumstances Information and other stan. dards on the topic covered by this publication may be available from other sources. which the user may wish to consult for additional views or information not covered. by this publication, PMI has no power nor does it undertake to police or enforce compliance with the. contents of this document PMI does not certify test or inspect products designs or. installations for safety or health purposes Any certification or other statement of. compliance with any health or safety related information in this document shall not. be attributable to PMI and is solely the responsibility of the certifier or maker of the. PMI Member Copy Not for Reproduction or Distribution. 2007 Project Management Institute Four Campus Boulevard Newtown Square PA 19073 3299 USA iii. A 95526 CHFM, 04 04 07 06 57 10, Layout 95526 903, PMI Member Copy Not for Reproduction or Distribution.
A 95526 CHFM, 04 04 07 06 57 10, Layout 95526 2002. Page 4 blank, Preface vii, Chapter 1 Introduction 1. 1 1 Relationship with Other Standards 1, 1 2 Purpose of this Practice Standard 2. 1 3 How to Use this Practice Standard 2, 1 4 What this Practice Standard Is Not 2. 1 5 Why Apply PCM 3, 1 6 Key Points 4, 1 7 Audience 4.
Chapter 2 Configuration Management Planning 5, 2 1 Overview 5. 2 2 Organization 6, 2 3 Communications 7, 2 4 Training 9. 2 5 Configuration Management and PCM 9, Chapter 3 Configuration Identification 11. 3 1 Project Artifacts 11, 3 2 Structure 12, 3 3 Item Identification 13. 3 4 Taxonomy Scheme 13, Chapter 4 Configuration Change Management 15.
4 1 Overview 15, 4 2 Identification 17, 4 3 Process 17. 4 4 Control 19, 4 5 Assessment and Approval 19, 4 6 Implementation 19. 4 7 Verification and Acceptance 19, 4 8 Closure 20. Chapter 5 Configuration Status Accounting and Metrics 21. 5 1 Information Repository 21, 5 2 Reporting 22, 5 3 Analysis 24. Chapter 6 Configuration Verification and Audits 25. 6 1 Verification 25, 6 2 Audit 25, 6 3 Verification and Audit Activities 26.
Appendix A Guidelines for a Project Management Institute Practice Standard 27. Appendix B Evolution of the Practice Standard on Project Configuration Management 29. Appendix C Contributors and Reviewers of the Practice Standard on Project Configuration. Management 31, Appendix D Examples and Additional Configuration Management CM Information 35. Appendix E Sample Configuration Management CM Processes and Forms 37. Appendix F Additional Sources of Information on Configuration Management 45. Glossary 47, PMI Member Copy Not for Reproduction or Distribution. 2007 Project Management Institute Four Campus Boulevard Newtown Square PA 19073 3299 USA v. A 95526 CHFM, 04 04 07 06 57 10, Layout 95526 905, List of Table and Figures. Figure 1 1 FMEA Justification for PCM 3, Figure 2 1 Overlap of Project and Deliverable Configuration Items 6. Figure 2 2 PCM and CM Interface 7, Figure 2 3 PCM Communications 7.
Figure 2 4 System and Human Interfaces 8, Figure 2 5 Harmonization of Project and Discipline CM 9. Figure 2 6 PCM and Discipline CM 10, Figure 4 1 The Hierarchy of Control Mechanisms Involving CCM 16. Figure 4 2 CCM Process 17, Figure E 1 Exhibit Closed Loop Process from the Institute of Configuration Management 37. Figure E 2 Sample Outline for Configuration Management CM Plan 38. Figure E 3 Change Control Form Example 1 39, Figure E 4 Change Control Form Example 2 41. PMI Member Copy Not for Reproduction or Distribution. vi 2007 Project Management Institute Four Campus Boulevard Newtown Square PA 19073 3299 USA. A 95526 CHFM, 04 04 07 06 57 10, Layout 95526 906, This Project Management Institute PMI Practice Standard on Project Configuration.
Management PSPCM adds to PMI s continuing commitment to support the project. management profession with a defined body of knowledge and standards. PMI s A Guide to the Project Management Body of Knowledge Third Edition. PMBOK Guide documents some of the overall project management body of knowl. edge The PMBOK Guide Third Edition is approved as an American National Standard. by the American National Standards Institute 1 and is the leading international standard. for project management This document is an extension and elaboration of the sections. of the PMBOK Guide Third Edition that defines the processes techniques and tools. used in project configuration management PCM 2, This standard is a guide and reference for the project manager team and other. stakeholders for understanding PCM and applying it appropriately in a project Effec. tive project management requires consistent and repeatable processes and methodolo. gies to manage the constraints of scope time cost and quality and to ensure project. success The project management professional applies configuration management to. actively guide the project s direction and create a project infrastructure that enables. successful completion This standard acknowledges PCM as a supporting discipline. to the project processes during the project lifecycle. The PSPCM is organized into the following focus areas. Introduction Provides the basis for the development of this standard and how. it may be used by the project manager, Configuration Management and Planning Introduces PCM concepts and their. relationship to project management, Configuration Identification Identifies project items that may be under control. of PCM and provides guidance on identifying and structuring the information. Configuration Change Management Provides guidelines in order to identify. change within a project, Configuration Status Accounting and Metrics Gives examples of the tools and. techniques that can be employed to objectively measure progress and maturity. of the items subject to PCM, Configuration Verification and Audits Describes how independent scrutiny can.
assist a project team to confirm that the work done was the work intended. The American National Standards Institute is a not for profit organization that provides standards development guide. Project Management Institute 2004 A Guide to the Project Management Body of Knowledge PMBOK Guide Third. Edition Newtown Square PA Project Management Institute p 49. PMI Member Copy Not for Reproduction or Distribution. 2007 Project Management Institute Four Campus Boulevard Newtown Square PA 19073 3299 USA vii. A 95526 CHFM, 04 04 07 06 57 10, Layout 95526 907, PMI Member Copy Not for Reproduction or Distribution. A 95526 CHFM, 04 04 07 06 57 10, Layout 95526 2002. Page 8 blank, Introduction, Project Configuration Management PCM is the collective body of processes activities. tools and methods used to manage certain items during the project life cycle These. items are normally referred to as Configuration Items CIs Configuration management. CM typically describes the mechanisms for managing the physical state of these. items during their life cycle As with any other profession this body of knowledge. rests with the practitioners who apply and advance it. The Practice Standard on Project Configuration Management PSPCM is consistent. with A Guide to the Project Management Body of Knowledge PMBOK Guide Third. Edition and provides additional information on the practice of PCM The PSPCM. spans all control functions found in Section 3 of the PMBOK Guide Third Edition. including the Integrated Change Control found in Chapter 4 The PSPCM describes. the fundamentals of CM for practitioners of project management. Objectives include, Explaining the concepts and benefits of CM in the context of project management. Describing the types of processes used to apply CM as a project management tool. Presenting good practices in CM in the context of project management. Promoting a common lexicon for applying CM across projects. This chapter defines and explains several terms provides an overview of this stan. dard and includes the following major sections, 1 1 Relationship with Other Standards.
1 2 Purpose of this Practice Standard, 1 3 How to Use this Practice Standard. 1 4 What this Standard Is Not, 1 5 Why Apply PCM, 1 6 Key Points. 1 7 Audience, 1 1 Relationship with Other Standards. The PSPCM provides guidelines that are relevant to project managers and project. teams on the requirements and responsibilities of a sound CM system for their project. The PSPCM is aligned with other PMI national and international standards as well. as other common practices within the field of project management. The following are examples of existing configuration management standards. PMI Member Copy Not for Reproduction or Distribution. 2007 Project Management Institute Four Campus Boulevard Newtown Square PA 19073 3299 USA 1. A 95526 CH1, 04 04 07 07 00 43, Layout 95526 Start Odd. ASME Y14 35M 1997 R2003 Revision of Engineering Drawings and Associated. EIA IEEE 649 National Consensus Standard for Configuration Management. IEEE 1042 1987 R1993 Guide to Software Configuration Management. ISO 10007 Quality management systems Guidelines for configuration manage. The ASME and IEEE standards provide detailed guidance for specific disciplines. and types of items Many projects have CM requirements that are not described in. such discipline oriented standards The EIA IEEE 649 information is very detailed and. prescriptive and may provide too much detail to be readily useful to a project manager. The guidelines in ISO 10007 provide very general and high level information useful. in understanding basic CM concepts However it does not provide a project manager. with an understanding of the impact that CM can have on a project. The PSPCM provides perspectives and insights applicable to all types of projects. The Project Management Institute Inc PMI standards and guideline publications of which the document contained herein is one are developed through a voluntary consensus standards development process This process brings together volunteers and or seeks out the views of persons who have an interest in the topic covered by this publication While PMI administers the process and establishes

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