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Plan - to - Policies and Procedures

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Definition     Editor's Choice
An intended future course of action. The basis for project controls. [D01194]

A future course of action. [D01193]

A generic term used for a statement of intentions whether they relate to time, cost or quality in their many forms. See also Resourcing Plan, Risk Management Plan, Quality Plan. [D03886]

A document, framed in accordance with a predefined scheme or method, describing how, when and by whom a specific target or set of targets is to be achieved. It is a design of how identified targets for products, time scales, costs and quality can be met. [D05813]

Plan Development
Stage of planning during which the plan is initially created. [D01195]

Plan Type
A way of distinguishing between different standard plans. [D03142]

Planned Activity
An activity which has not started or finished prior to the data date. [D01197]

An activity not yet started. [D01196]

Planned Cost
Costs set when the schedule becomes the plan or baseline plan. [D01198]

Planned Finish Date ("PF")
See Scheduled Finish Date. [D01199]

Planned Future Expenditures
Includes all anticipated future expenditures, excluding Obligations, necessary to complete the project scope planned for the current fiscal year. [D01200]

Planned Start Date ("PS")
See Scheduled Start Date. [D01201]

Planned Value ("PV")
The sum of the budgets for all planned (earned value) work, scheduled to be accomplished within a given time period. Also known as the Budgeted Costs for Work Scheduled. [D04648]

The physical work scheduled, plus the authorized budget to accomplish the scheduled work. Previously, this was called the budgeted costs for work scheduled (BCWS). [D05569]

Planned Value for Work Accomplished ("PVWA")
An early term for BCWP. [D04646]

Planned Value for Work Scheduled ("PVWS")
An early term for BCWS. [D04647]

A member of a project team or project support office with the responsibility for planning ,scheduling and tracking of projects. They are often primarily concerned with schedule, progress and manpower resources. [D04470]

Planner Time
Man-hours related to the planning function. [D01202]

The process of identifying the means, resources and actions necessary to accomplish an objective. [D01204]

Proposing the timing, staffing and possibly budget breakdown of work to be done. (See also Project Planning.) [D01203]

The process of preparing a plan. It involves answering the questions:
  1. What must be done in the future to reach the project objective?
  2. How it will be done?
  3. Who will do it, and
  4. When it will be done?

A systematic arrangement of tasks to accomplish an objective. [D02342]

 PMH p203
Planning Account
Tasks which have been detailed to the greatest extent practicable, but which cannot yet be subdivided into detailed work package tasks. Planning accounts can exist at any level above the task level. [D04649]

Planning Matrix
A matrix in which planned activities are listed on one side (usually the left), involved people or groups are listed across a perpendicular side (usually the top), and involvement of a particular individual or group in a particular activity is signified by a tic mark where the row and column intersect. [D01207]

 SPM p304-9
Planning Package
A logical grouping of work within a cost account that is identified and budgeted in early baseline planning but is not yet subdivided into work packages. [D04174]

A logical aggregation of far-term work within a cost account that can be identified and budgeted but not yet defined into work packages. Planning packages are identified during the initial baseline planning to establish the time phasing of the major activities within a cost account and the quantity of the resources required for their performance. Planning packages are placed into work packages consistent with the rolling wave concept prior to the performance of the work. [D01208]

Planning Period
The period prior to implementation when project activity, resource and quality plans are produced. [D01209]

Planning Phase
See Development Phase) [D01206]

In project work, the land, buildings, machinery, apparatus, and fixtures employed in carrying on a trade or an industrial business. [D03143]

See Participant. [D03669]

Plug Date
A date externally assigned to an activity that establishes the earliest or latest date on which the activity is allowed to start or finish. [D01210]

Plugged date
A form of imposed date by which an activity start or finish date is predetermined, with potential for negative float [D05037]

See Project Management

See Project Manager

See Performance Measurement Baseline

See Project Management Body of Knowledge

The term PMBOK® Guide refers to the Project Management Institute's Guide to the Project Management Body of Knowledge publication.
Note: Definitions with Source shown as PMK96 are reprinted from the Guide with the permission of the Project Management Institute.**
**Project Management Institute Headquarters, Four Campus Boulevard, Newtown Square, PA 19073-2399 USA. Phone: (610) 356-4600, Fax: (610) 356-4647, Project Management Institute ("PMI") is the world's leading project management association with over 120,000 members worldwide. For further information contact PMI Headquarters at (610) 356-4600 or visit the web site at © 2000 Project Management Institute, Inc. All rights reserved.
"PMI" and the PMI logo are services and trademarks registered in the United States and other nations; "PMP" and the PMP logo are certification marks registered in the United States and other nations; "PMBOK® Guide" "PM Network", and "PMI Today" are trademarks registered in the United States and other nations; and "Project Management Journal" and "Building professionalism in project management." are trademarks of the Project Management Institute, Inc.
PMI® requires users of the PMI®, PMP® and PBMOK® Guide marks to include the trademark symbol "®" immediately next to each use or appearance of these marks and, as well, acknowledge and state in a prominent place in the publication on which the marks appear that they are trademarks of the Project Management Institute, Inc."

PMBOK® Matrix
See Matrix [D01211]

See Project Management Information System

See Project Management Office; Project Portfolio Management; Program Management Office; Project Office.
Editor's Note: These labels are defined variously according to the industry and the choice of individual organizations. There appears to be no consensus on the label or the description. [D06090]

See Project Management Office

See Program Management Office

See Project Management Professional

See Portfolio Management System

See Performance Measurement Techniques

See Point of Contact

Point of Contact ("POC")
The agreed to communication point between two interfacing organizations. [D04175]

A person, such as a coordinator, who acts as a focal point for an activity. [D03670]

Constraints on the range of an organization's activities and procedures. [D06470]

Policies and Procedures
In project portfolio management, policies are conveyed by a general statement of the manner in which the organization's business and activities are to be conducted. Procedures prescribe the specific steps for accomplishing these activities. [D06091]

Definitions for page P03: 50

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