DOC

Caltrans Project Management Handbook

By Jorge Gray,2014-08-29 03:47
988 views 1
Caltrans Project Management HandbookCalt

    CALTRANS PROJECT

    MANAGEMENT

    HANDBOOK

    Fourth Edition

    Revision 1

    September 19, 2002

    Office of Project Management Process Improvement

Caltrans Office of Project Management Process Improvement

    1120 N Street, Mail Station 28

    Sacramento, CA 95814

    www.dot.ca.gov/hq/projmgmt

Caltrans Project Management Handbook

    September 19, 2002

    Rev 1

    Preface

    The Caltrans Project Management Handbook provides an

    updated overview of project management at Caltrans. This version is effective as of October 1, 2002. The project team thanks all individuals within the districts and headquarters for their support and contributions to the production of this handbook. This document provides an overview of the basic concepts Purpose

    that guide project management at Caltrans.

    Caltrans project managers and other staff acting in a Audience

    project management capacity.

    This edition is a reorganization, clarification, and Background

    completion of the information in the Third Edition dated April 1999. Only a small amount of policy/subject matter has changed. The goal of this edition is to make the present policy/subject matter more useful and easier to understand.

    This document supersedes all previous editions of the Caltrans Project Management Handbook and the Project

    Management Terms and Definitions contained in any Project Management Directive published before May 13, 2002.

    thRevision 1 represents the original version of the 4 Revisions

    edition.

    Titles of books appear in italics. Conventions

    Web site URLs appear in bold italics.

    Caltrans Project Management Handbook iii

     C

    CONTENTS

    Preface...........................................................iii

    Purpose........................................................iii

    Audience.......................................................iii

    Background.....................................................iii

    Revisions......................................................iii

    Conventions....................................................iii Figures..........................................................viii Basic Concepts ................................................. 9 What Is a Project?.................................................10 What Is Project Management?........................................11

    Why Do We Do It?................................................11

    Project Management Mission......................................11

    Program Management..............................................13

    Portfolio Management............................................14 The Big Picture....................................................16 Project Lifecycle ............................................. 19 Lifecycle Overview.................................................20 Project Initiation Document Component..............................21

    PID Deliverables................................................21 Permits and Environmental Studies Component........................22

    Caltrans Project Management Handbook v

    Contents

    Permits and Environmental Studies Deliverables..................22 Plans, Specifications, and Estimate Component......................23

    PS&E Deliverable................................................23 Right of Way Component.............................................24

    Right of Way Deliverables.......................................24 Construction Component.............................................25

    Construction Deliverables.......................................25

    Project Processes ............................................ 27 Processes Overview.................................................28 Process Groups.....................................................29

    Initiating Processes............................................30

    Planning Processes..............................................31

    Executing Processes.............................................31

    Controlling Processes...........................................33

    Closing Processes...............................................34 Knowledge Areas....................................................35

    Project Integration Management..................................35

    Project Scope Management........................................36

    Project Time Management.........................................36

    Project Cost Management.........................................36

    Project Quality Management......................................37

    Project Human Resource Management...............................37

    Project Communications Management...............................37

    Project Risk Management.........................................38

    Project Procurement Management..................................38

    People ....................................................... 39 Roles..............................................................40

    Stakeholders....................................................40

    Project Team....................................................42

    Project Development Team........................................42 Responsibilities...................................................44

    Concepts........................................................44

    Responsibility Matrix...........................................45

    Functional Deputy District Directors and Deputy Division Chiefs

    in the Division of Engineering Services.........................50

    Project Management Support Unit.................................50

    Consultant Services Unit........................................51 One-Hat and Two-Hat Project Managers...............................52

    One-Hat Project Managers........................................52

    Two-Hat Project Managers........................................53

    Tools ........................................................ 55

    vi Caltrans Project Management Handbook

     Contents

    Project Management Plan............................................56

    Project Charter....................................................57

    Workplan...........................................................58

    Work Breakdown Structure........................................58

    Resource Breakdown Structure....................................58

    Organizational Breakdown Structure..............................58

    Information Systems................................................59

    California Transportation Improvement Program System (CTIPS)....59

    Project Resource and Schedule Management (PRSM).................59

    Transportation Accounting and Management System (TRAMS).........59

    Systems Being Replaced..........................................59 Glossary ...................................................... 61 Acronyms ...................................................... 67 Index ......................................................... 69

    Caltrans Project Management Handbook vii

Contents

    Figures

    Figure 1. Knowledge and skill sets needed for effective state highway

    project management.................................................16

    Figure 2. Components in the project lifecycle.........................20

    Figure 3. Process group interaction...................................29

    Figure 4. Organizational structure: one-hat project manager...........53

    Figure 5. Organizational structure: two-hat project manager...........54

viii Caltrans Project Management Handbook

     1

    BASIC CONCEPTS

    This chapter:

     Defines what ―project,‖ ―project management,‖ ;

    ―program management,‖ and ―portfolio management‖

    mean at Caltrans

    ; Explains the purpose and goals of project management

    at Caltrans

    ; Provides a ―big picture‖ view of project management

    as one of the five knowledge and skill sets needed

    for project success

    Caltrans Project Management Handbook 9

    错误?使用“开始”选项卡将 Heading 2 应用于要在此处显示的文字。错误?使用“开始”选项卡将 Heading 1 应用于要在此处显示的文字。

    What Is a Project?

    A Guide to the Project Management Body of Knowledge 1(PMBOK? Guide) defines a project as ―…a temporary

    endeavor undertaken to produce a unique outcome.‖ A Caltrans capital project produces a unique physical improvement to the transportation system in California. ―Project‖ refers to the work that is performed. Projects

    produce products. A project is temporary because it has a definite beginning and a definite end. The outcome is unique because it differs in some distinguishing way from all similar products or services. For example, Caltrans may be engaged in many highway maintenance projects, but each project is unique because it involves a unique location and work elements on a specific section of highway.

    Caltrans divides each project into ―components,‖ each of which produces a major product required by law. Collectively, these components constitute the ―project lifecycle.‖ For more information on the Caltrans project lifecycle, see ―Project Lifecycle‖ on page 19.

    Caltrans capital projects receive funding from programs such as the State Transportation Improvement Program (STIP), the State Highway Operation and Protection Program (SHOPP), etc. See ―Program Management‖ on page 13

    for more information.

    1 Project Management Institute, 2000

    10 Caltrans Project Management Handbook

Report this document

For any questions or suggestions please email
cust-service@docsford.com