Project Integration Project Scope

Management Management

Project Time Management

Project Cost Management

Project Quality Project Human Resource

Management Management

Project Communication Project Risk

Management Management

Project Procurement Project Stakeholder

Management Management
 This Worksheet was created by Amir Abbas to help Aspirants/Professionals/Trainers
ject Scope alike in getting a holistic view of ITTO's changes in PMBOK5.
nagement
Original Copy of this sheet is located here: PMBOK5 ITTO Changes in Excel Sheet

How To Navigate and Use this Sheet:

1: If you are looking at these instructions, it means you are in Home Tab.
On the left side, you can see Knowledge Areas, Click on any of the Knowledge Area
ost Management and you will be taken to it's Processes and ITTO's.
2: You can also navigate the sheet by simply clicking the Knwoledge Areas
mention at the bottom of the sheet.

uman Resource Notations used in the Sheet:

1: The Normal Black Font ITTO's means they were part of PMBOK4
nagement and still exist in PMBOK5.
2: The Blue Bold Font ITTO's means, they are added in PMBOK5 .
3: The Red Strike Through Font ITTO's means, they were part of PMBOK4
but has been removed in PMBOK5.
oject Risk
anagement

t Stakeholder - This Worksheet is for awareness purpose / giving back to Community

and is not endorsed by PMI .
nagement - I give full rights for any modifications/changes to this sheet in making it more
user friendly and meaningful.
- Version 1.0 Dated: 2013
ts/Professionals/Trainers
.

Changes in Excel Sheet

in Home Tab.
y of the Knowledge Area

nwoledge Areas

PMBOK4

BOK5 .
art of PMBOK4

o Community

eet in making it more

 Home

Knowledge Area Initiating P

Process 4.1 Develop Project Charter 4.2 Develop Pro

Project Statement Of Work

Pro

Business case
Inputs
Enterprise Environmental Factors Enterprise E
Organizational Process Assets Organizatio
Agreement Outputs fro

Project Integration Management

Tools & Expert Judgment Expe

Techniques

Facilitation Techniques Faciliat

Outputs Project Charter Project M

 Process Groups
Planning Executing
4.3 Direct and Manage
Project Work
4.2 Develop Project Management Plan

Project Charter
Project Management Plan

Enterprise Environmental Factors

Organizational Process Assets Approved Change requests
Enterprise Environmental
Outputs from other Processes
Factors
Organizational Process Assets

Expert Judgment
Expert Judgment
Project Management
information System
Faciliation Techniques Meetings
Deliverables
Change requests
Project Management Plan
Project Management Plan Updates
Project Document Updates
Work Performance Data
ess Groups
Monitoring & Controlling
4.4 Monitor and Control Project Work
Project Management Plan
Enterprise Environmental Factors
Organizational Process Assets
Schedule forecasts
Cost forecasts
Validated Changes
Work Performance Information
Expert Judgment
Analytical Techniques
Project Management information System
Meetings
Change requests
Work Performance Reports
Project Management Plan Updates
Project Document Updates
4.5 Perform Integrated Change Control
Project Management Plan
Change requests
Enterprise Environmental Factors
Organizational Process Assets
Work Performance Reports
Expert Judgment
Change Control Tools
Meetings
Project Management Plan Updates
Project Documents udpates
Approved Change requests
Change log
 Closing

4.6 Close Project or Phase

Project Management Plan

Accepted Deliverables
Organizational Process Assets

Expert Judgment

Analytical Techniques

Meetings

Final product, service, or result transition

Organizational Process Assets Updates

 Home

Knowledge Area Initiating Planning

Process 5.1 Plan Scope Management

Project Management Plan

Inputs
Project Charter
Enterprise Environmental
Factors
Organizational Process Assets

Project Scope Management

Expert Judgment
Tools &
Techniques

Meetings

Scope Management Plan

Outputs

Requirements Management
Plan
 Process Groups
Planning Executing

5.2 Collect Requirements 5.3 Define Scope 5.4 Create WBS

Project Charter Project Scope Statement

Project Charter

Stakeholder Register Requirements Documentation

Requirements
Scope Management Plan Organizational Process Assets
Documentation
Requirements Management Organizational Process
Scope Management Plan
Plan Assets
Stakeholder Management Enterprise Environmental
Scope Management Plan
Plan Factors

Interviews

Focus groups
Faciliated workshops
Expert Judgment
Group creativity Techniques
Group decision-making
Techniques Decomposition
Questionnaires and surveys
Observations
Prototypes Product Analysis
Benchmarking Faciliated workshops
Context Diagrams Alternatives generation
Document Analysis Alternatives identification Expert Judgment

Scope Baseline
Requirements Documentation
Project Scope Statement
Project Documents Updates
Requirements Traceability
WBS
Matrix
Requirements Management Project Documents
WBS dictionary
Plan Updates
Executing Monitoring & Controlling Closing
5.5 Validate Scope
5.6 Control Scope
5.5 Verify Scope
Project Management Project Management
Plan Plan
Requirements Requirements
Documentation Documentation
Requirements Requirements
Traceability Matrix Traceability Matrix
Organizational
Verified Deliverables
Process Assets
Work Performance Work Performance
Data Data
Work Performance
Validated Deliverables
Information

Inspection
Variance Analysis

Group decision-
making Techniques
Change requests
Project Management
Accepted Deliverables Plan Updates
Project Documents
Updates
Organizational
Change requests Process Assets
Updates
Project Documents Work Performance
Updates Information
Work Performance Work Performance
Information Measurements
 Home

Knowledge Area Initiating

Process 6.1 Plan Schedule Management

Project Management Plan

Inputs

Project Charter

Enterprise Environmental Factors

Organizational Process Assets

Project Time Management

Expert Judgment
Tools &
Techniques

Analytical Techniques
Meetings

Outputs Schedule Management Plan

 Process Groups
Planning
6.2 Define Activities 6.3 Sequence Activities 6.4 Estimate Activity Resources

Activity List
Activity List

Scope Baseline

Activity Attributes
Activity Attributes Resource Calendars

Milestone List Enterprise Environmental Factors

Project Scope Statement Organizational Process Assets

Enterprise Environmental
Organizational Process Assets Schedule Management Plan
Factors
Organizational Process
Enterprise Environmental Factors Risk Register
Assets
Schedule Management
Schedule Management Plan Activity cost Estimates
Plan

Precedence Diagramming method (PDM) Expert Judgment

Decomposition

Dependency determination Alternative Analysis

Rolling wave Planning Leads and lags Published estimating Data
Expert Judgment Applying leads and lags Bottom-up estimating
Templates Schedule Network Templates Project Management software

Activity List Activity Resource Requirements

Project Schedule Network Diagrams

Activity Attributes Resource breakdown structure

Milestone List Project Documents Updates Project Document Updates
 Monitoring &
Executing Controlling
6.7 Control
6.5 Estimate Activity Durations 6.6 Develop Schedule
Schedule
Activity List
Activity Attributes
Activity List Project Schedule
Network Diagrams
Activity Resource Project
Requirements Management Plan
Activity Attributes Resource Calendars
Activity duration
Activity Resource Requirements
Estimates
Project Scope
Resource Calendars
Statement
Enterprise
Project Scope Statement Project Schedule
Environmental Factors
Organizational Process Organizational
Enterprise Environmental Factors
Assets Process Assets
Schedule Work Performance
Organization Process assets
Management Plan Data
Schedule Management Plan Risk Register Project Calendars
Project Staff
Risk Register Schedule Data
assignments
Resource breakdown Work Performance
Resource breakdown structure
structure Information
Schedule Network Performance
Analysis Reviews
Project
Critical path method mannagement
Schedule
software
Critical chain method
Expert Judgment compression
Schedule compression Scheduling
Resource Tool
Scheduling Tool Optimization
Resource Techniques
Modeling
Optimization
Techniques
Techniques
Analogous estimating Modeling Techniques Leads and lags
ParaMetric estimating Leads and lags Variance Analysis
Three-point estimating Resource leveling Resource leveling
What-if scenario What-if scenario
Reserve Analysis
Group decision-making Analysis
Applying leads and Analysis
Adjusting leads and
Techniques lags Organizational
lags
Process Assets
Schedule Baseline Updates
Change requests
Project
Project Schedule Management Plan
Activity duration Estimates Project Documents
Updates
Schedule Data
Updates
Project Documents Work Performance
Updates Information
Project Calendars Schedule forecasts
Project Management Work Performance
Project Documents Updates
Plan Updates Measurements
Closing
 Home

Knowledge Area Initiating Planning

Process 7.1 Plan Cost Management

Project Management Plan

Inputs

Project Charter
Enterprise Environmental Factors
Organizational Process Assets

Expert Judgment
Project Cost Management Tools &
Techniques

Analytical Techniques

Meetings

Outputs Cost Management Plan

 Process Groups
Planning Executing
7.2 Estimate Costs 7.3 Determine Budget
Basis of Estimates
Scope Baseline
Scope Baseline
Activity cost Estimates
Project Schedule
Project Schedule Resource Calendars
Risk Register Organizational Process Assets
Enterprise Environmental
Cost Management Plan
Factors
Organizational Process Assets Risk Register
Cost Management Plan Agreements
Human Resource
Contracts
Management Plan
Expert Judgment
Analagous estimating
ParaMetric estimating
Bottom-up estimating
Cost aggregation
Three-point estimating
Reserve Analysis
Cost of Quality
Vendor bid Analysis
Project Management
Reserve Analysis
software
Group decision-making
Expert Judgment
Techniques
Project Management
Historical relationships
estimating software

Activity cost Estimates Funding limit reconciliation

Basis of Estimates Project funding Requirements

Project Documents Updates

Project Documents Updates
Cost Baseline
Cost Performance Baseline
Monitoring & Controlling Closing
7.4 Control Costs

Project Management Plan

Project funding
Requirements
Organizational Process
Assets
Work Performance Data
Work Performance
Information

Earned value Management

Forecasting
To-complete Performance
index (TCPI)
Performance Reviews
Performance Management
software
Reserve Analysis

Variance Analysis

Organizational Process
Assets Updates

Change requests
Project Management Plan
Updates
Project Documents Updates
Work Performance
Information
Cost forecasts
Work Performance
Measurements
Budget forecasts
 Home

Knowledge Area Initiating Planning

8.1 Plan Quality Management

Process
8.1 Plan Quality

Stakeholder Register

Risk Register
Enterprise Environmental Factors
Organizational Process Assets
Inputs
Project Management Plan
Requirements Documentation
Scope Baseline
Schedule Baseline
Cost Performance Baseline

Cost-benefit Analysis

Cost of Quality
Benchmarking
Project Quality Management Design of experiments
Tools & Statistical Sampling
Techniques MeetingsAdditional Quality Planning Tools
Seven basic Quality Tools
Control Charts
FlowCharting
Proprietary Quality Management methodologies

Quality Management Plan

Outputs
Process improvement Plan

Quality Metrics

Quality CheckLists
Project Documents Updates
 Process Groups
ng Executing

Management
8.2 Perform Quality Assurance
uality

Register
Quality Metrics
ster
mental Factors
ocess Assets Quality Control Measurements
ment Plan Quality Management Plan
cumentation Process improvement Plan
eline Project Documents
aseline Project Management Plan
e Baseline Work Performance Information

Analysis

uality
king
Quality Audits
eriments
ampling
lity Planning Tools
ality Tools
harts Process Analysis
ting Quality Management and Control Tools
Plan Quality and perform Quality Control Tools and
ement methodologies
Techniques

ment Plan
Change requests

ement Plan

etrics Project Management Plan Updates

ckLists Project Documents Updates

nts Updates Organizational Process Assets Updates
s
Monitoring & Controlling

8.3 Control Quality

8.3 Perform Quality Control

Project Management Plan

Quality Metrics
Quality CheckLists
Approved Change requests
Deliverables
Organizational Process Assets
Work Performance Data
Project Documents
Work Performance Measurements
Statistical Sampling
Inspection
Approved Change requests Review
Seven basic Quality Tools
Cause and effect Diagrams
Control Charts
FlowCharting
Histogram
Pareto Chart
Run Chart
Scatter Diagram
Quality Control Measurements
Validated Changes
Organizational Process Assets Updates
Change requests
Project Management Plan Updates
Project Documents Updates

Verified Deliverables
Work Performance Information
Validated Deliverables
Closing
 Home

Knowledge Area Initiating Planning

9.1 Plan Human Resource Management
Process
9.1 Develop Human Resource Plan

Activity Resource Requirements

Inputs

Enterprise Environmental Factors

Organizational Process Assets
Project Management Plan
Project Human
Resource Management Organization Charts and position descriptions

Tools &
Networking
Techniques
Organization theory
Expert Judgment
Meetings

Human Resource Management Plan

Outputs

Human Resource Plan

 Process Groups
Executing
anagement
9.2 Acquire Project Team 9.3 Develop Project Team 9.4 Manage Project Team
ce Plan
Enterprise Environmental Factors Project Staff assignments
Team Performance
Organizational Process Assets
assessments
Human Resource Management Organizational Process
ments Plan Project Staff assignments Assets
Human Resource
Project Management Plan
Management Plan
Issue log
Factors Resource Calendars Work Performance Reports
Human Resource
Assets Project Management Plan
Management Plan
Plan Project Management Plan Performance Reports
Pre-assignment Interpersonal Skills
Observation and
n descriptions Negotiation Training
conversation
Acquisition Team-building activities
Project Performance
Virtual Teams Ground rules
appraisals
Multi-criteria decision Analysis Colocation Conflict Management
Recognition and Rewards Interpersonal Skills
Personnel assessment
Issue log
Tools
Change requests
Enterprise Environmental
Team Performance
Project Staff assignments Factors Updates
assessments
ment Plan Organizational Process
Assets Updates
Project Management Plan
Resource Calendars Enterprise Environmental Updates
Factors Updates Project Documents
an Project Management Plan Updates
Updates
Monitoring & Controlling Closing
 Home

Knowledge Area Initiating Planning

10.1 Plan Communications Management
Process
10.2 Plan Communications

Stakeholder Register

Inputs Enterprise Environmental Factors

Organizational Process Assets

Project Management Plan

Project Communications
Management
Stakeholder Management Strategy

Communications Requirements Analysis

Tools & Communication technology

Techniques
Communication models
Communication methods
Meetings

Communications Management Plan

Outputs

Project Documents Updates

 Process Groups
nning Executing Monitoring & Controlling
10.3 Control
cations Management 10.2 Manage Communications
Communications
10.5 Report
ommunications 10.3 Distribute Information
Performance
Project
Organizational Process Assets
Management Plan
Organizational
Communications Management Plan
der Register Process Assets
Project
Work Performance Reports
communications
Enterprise Environmental Factors Issue log
Work Performance
ronmental Factors Project Management Plan
Data
Work Performance
Process Assets Performance Reports
Information

Work Performance
agement Plan
Measurements

nagement Strategy Budget forecasts

Information
Management
Communication methods Systems
equirements Analysis Expert Judgment
Communication technology Meetings
ion technology Communication models Variance Analysis
Forecasting
ation models Information Management Systems
methods
Communication
ation methods Performance Reporting
methods
etings Information distribution Tools Reporting Systems
Change requests
Organizational
Organizational Process Assets Updates Process Assets
Work Updates
Performance
Management Plan Project
Information
Project communications Management Plan
Updates
Project Documents
Project Management Plan Updates
Updates
Performance
ments Updates Project Documents Updates
Reports
Monitoring & Controlling Closing
 Home

Knowledge Area Initiating

Process 11.1 Plan Risk Management

Enterprise Environmental Factors

Organizational Process Assets

Project Management Plan
Inputs Project Charter
Stakeholder Register
Project Scope Statement
Cost Management Plan
Schedule Management Plan
Project Risk Management
Communications Management Plan

Analytical Techniques
Tools &
Techniques

Expert Judgment
Meetings
Planning meetings and Analysis

Outputs Risk Management Plan

 Process Groups
Planning

11.2 Identify Risks 11.3 Perform Qualitative Risk Analysis

Risk Management Plan

Cost Management Plan
Schedule Management Plan
Quality Management Plan
Risk Management Plan
Scope Baseline
Activity cost Estimates
Activity duration Estimates
Stakeholder Register
Project Documents Risk Register
Enterprise Environmental
Organizational Process Assets
Factors
Organizational Process
Scope Baseline
Assets
Human Resource
Enterprise Environmental Factors
Management Plan
Procurement Documents Project Scope Statement

Documentation Reviews
Risk probability and impact assessment
Information gathering
Techniques
CheckList Analysis Probability and impact matrix
Assumptions Analysis Risk Data Quality assessment
Diagramming Techniques Risk categorization
SWOT Analysis Risk urgency assessment
Expert Judgment Expert Judgment

Project Documents Updates

Risk Register

Risk Register Updates

Process Groups
Executing Monitoring & Contro
11.5 Plan Risk 11.6 Control Risk
11.4 Perform Quantitative Risk Analysis
Response 11,6 Monitor and Contro

Risk Management Plan Project Management

Risk Register

Cost Management Plan Risk Register

Schedule Management Plan Work Performance
Risk Register Work Performance R
Organizational Process Assets Work Performance Info
Risk Management
Enterprise Environmental Factors Performance Repo
Plan
Risk reassessme
Risk Audits
Strategies for
negative risks or Variance and trend An
Data gathering and representation Techniques threats Technical Performa
Measurement
Strategies for Reserve Analysis
positive risks or
Quantitative risk Analysis and modeling Contingent
opportunities Meetings
Techniques response strategies
Expert Judgment Expert Judgment Status meetings
Project Change requests
Organizational Process
Management Plan
Updates Project Management
Project Documents Updates
Project Documents
Project Documents Up
Updates
Risk Register Work Performanc
Updates
Risk-related contract Information
Risk Register Updates Risk Register Upda
decisions
 Monitoring & Controlling Closing
11.6 Control Risks
11,6 Monitor and Control Risks

Project Management Plan

Risk Register
Work Performance Data
Work Performance Reports
Work Performance Information

Performance Reports
Risk reassessment
Risk Audits
Variance and trend Analysis
Technical Performance
Measurement
Reserve Analysis

Meetings
Status meetings
Change requests
Organizational Process Assets
Updates
Project Management Plan
Updates
Project Documents Updates
Work Performance
Information
Risk Register Updates
 Home

Knowledge Area Initiating Planning

12.1 Plan Procurement Management
Process
12.1 Plan Procurements
Requirements Documentation
Risk Register
Activity Resource Requirements

Project Schedule

Activity cost Estimates

Inputs
Enterprise Environmental Factors
Organizational Process Assets
Project Management Plan
Stakeholder Register
Risk-related contract decisions
Cost Performance Baseline

Make-or-buy Analysis

Project Procurement Tools &

Management Techniques Expert Judgment

Market research
Meetings
Contract types
Procurement Management Plan
Procurement Statement of work
Procurement Documents
Source selection criteria

Outputs
Make-or-Buy Decisions

Change requests
Project Documents Updates
 Process Groups
Executing Monitoring & Controlling
nagement 12.3 Control Procurements
12.2 Conduct Procurements
nts 12.3 Administer Procurements
tation Procurement Management
Project Management Plan
Plan
ments Procurement Documents Procurement Documents

Approved Change requests

Source selection critera
es Seller proposals Agreements
Factors Project Documents Work Performance Reports
Assets Make-or-buy decisions Work Performance Data
Plan Organizational Process Assets Contract
Procurement Statement of
er Performance Reports
work
isions Qualified seller List
Work Performance Information
line Teaming agreements
Bidder conference
Proposal evaluation Contract Change Control System
s Techniques
Independent Estimates Procurement Performance Reviews
Expert Judgment Inpections and Audits

Advertising
Performance Reporting
Procurement negotiations Payment Systems
Analytical Techniques Claims administration
Internet search Records Management System
nt Plan Selected sellers
Change requests
f work Resource Calendars
nts Change requests Project Management Plan Updates
Project Management Plan Organizational Process Assets
ria
Updates Updates

ns Project Documents Updates Work Performance Information

Agreements Project Documents Updates

dates Procurement contract award Procurement Documentation
 Closing

12.4 Close Procurements

Project Management Plan

Procurement Documents
Procurement Documentation

Procurement Audits

Records Management System

Procurement negotiations
Negotiated settlements

Closed procurements

Organizational Process Assets Updates

 Home
Process Groups
Knowledge Area Initiating Planning

13.1 Identify Stakeholders

Process 13.2 Plan Stakeholder Management
10.1 Identify Stakeholders

Project Charter Project Management Plan

Inputs
Procurement Documents Stakeholder Register

Enterprise Environmental Factors Enterprise Environmental Factors

Project Stakeholder
Management Organizational Process Assets Organizational Process Assets
Stakeholder Analysis Expert Judgment
Tools &
Expert Judgment Meetings
Techniques
Meetings Analytical Techniques

Stakeholder Register Stakeholder Management Plan

Outputs

Stakeholder Management Strategy Project Documents Updates

 Process Groups
Planning Executing Monitoring & Controlling Closing
13.3 Manage Stakeholder
Engagement 13.4 Control Stakeholders
an Stakeholder Management
Engagement
10.4 Manage Stakeholder
Expectations
Change log
Organizational Process Assets
oject Management Plan Project Management Plan
Stakeholder Management
Plan
Communications
Stakeholder Register Issue log
Management Plan
prise Environmental Factors Stakeholder Register Work Performance Data

anizational Process Assets Issue log Project Documents

Information Management
Expert Judgment Communication methods
Systems
Meetings Interpersonal Skills Expert Judgment
Analytical Techniques Management Skills Meetings
Work Performance
Change requests
Information
Project Management Plan
Change requests
eholder Management Plan Updates
Project Management Plan
Project Documents Updates
Updates
Organizational Process Assets Project Documents
Updates Updates
Organizational Process
oject Documents Updates Issue log
Assets Updates