国际项目管理手册the project manager’s manual

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1、The Project Managers Manual Confidential Page 1of 240 2018/5/3The Project Managers ManualThe Project Managers Manual Confidential Page 2of 240 2018/5/3The Project Managers ManualPREFACEProject Management consists of planning, organizing, directing, monitoring and controlling the activities for the d

2、esign, procurement, construction and start up of a production facility. Project Management is a team effort with all project activities under the direct leadership of the Project Manager for the duration of the project.This manual includes a number of guides, checklists and forms to assist the Proje

3、ct Manager in running a successful project and should be read and used in conjunction with standard Company Procedures and Departmental Procedures.The guidelines and principles herein are applicable to all projects. They are intended to be flexible enough to service all elements of sound project man

4、agement in a continuing competitive environment.The Project Managers Manual Confidential Page 3of 240 2018/5/3TABLE OF CONTENTSPREFACERECORD OF REVISIONSDISTRIBUTION LISTTABLE OF CONTENTSSECTION 1 - GUIDELINES1 - THE PROJECT MANAGER1 - 1 Role of the Project Manager1 - 2 Qualities of the Ideal Candid

5、ate 1 - 3 Assignment to a New Project1 - 4 Client Relations1 - 5 The Contract1 - 6 The Project Team1 - 7 Getting Started1 - 8 In Production1 - 9 Reports1 - 10 Communications1 - 11 On Completion1 - 122 - PROJECT ORGANIZATION2 - 1 Project Initiation2 - 2 Planning2 - 3 Estimating2 - 4 Cost Control2 - 5

6、 Project Accounting2 - 6 Engineering2 - 7 Procurement2 - 8 Subcontracts2 - 9 Coordination and Reviews2 - 10 Quality Assurance2 - 11 Quality Control, Inspection Construction2 - 12 Precommissioning and Commissioning 2 - 13 Project Closeout and CompletionThe Project Managers Manual Confidential Page 4o

7、f 240 2018/5/3Individual Responsibilities2 - 14 Project Manager2 - 15 Planning Coordinator2 - 16 Cost Engineer2 - 16 Project Engineering Manager 2 - 16 Project Engineers2 - 17 Lead Engineers2 - 17 Project Procurement Manager2 - 17 Project Buyer2 - 17 Document Controller2 - 18 Quality Assurance Engin

8、eer2 - 18 Construction Department Representative2 - 18 Construction Manager2 - 18 Project Accountant2 - 183 - PROJECT PRACTICES3 - 1 Project Staffing3 - 2 Assignment to the Project3 - 2 Publicity3 - 2 Security and Secrecy3 - 3 Working Week3 - 3 Overtime Working3 - 3 Project Procedures3 - 4 Time Shee

9、ts3 - 4 Code of Accounts3 - 4 Annual Vacation3 - 4 Business Travel3 - 5 Expense Claims3 - 5 Correspondence to the Client3 - 5 Correspondence from the Client3 - 6 Client Instructions3 - 6 Correspondence with Licensor and Third Parties 3 - 7 Correspondence with Vendors, Subcontractors 3 - 7 Meetings w

10、ith the Client, Third Parties, Others 3 - 7 Conversations and the Telephone3 - 8 Inter-Office Memos3 - 8 Drawing Forms, Checking and Signature 3 - 8 Document Distribution3 - 9 Filing System3 - 10The Project Managers Manual Confidential Page 5of 240 2018/5/34 - PROPOSAL PREPARATION4 - 1 Proposal Noti

11、fication4 - 2 Bid, No Bid Meeting4 - 3 Responsibilities4 - 4 The Proposal Manager4 - 5 The Proposal Strategy4 - 6 Proposal Kick-off Meeting4 - 7 Approach to the Estimate4 - 8 Man-hour Estimate4 - 9 The Proposal4 - 10 Transmittal Letter4 - 10 Executive Summary4 - 10 Project Plan of Approach 4 - 11 Pr

12、oject Organization Chart4 - 11 Field Organization Chart 4 - 12 Proposed Project Schedule4 - 12 Preliminary Engineering Schedule4 - 13 Manpower Histogram4 - 14 Scope of Services4 - 14 Scope of Supply4 - 14 Project Description4 - 15 Equipment List4 - 15 Site Plan or Overall Layout4 - 16 Drawing List4

13、- 16 Clarifications4 - 17 Subsequent Presentations4 - 185 - PROJECT INITIATION5 - 1 General5 - 2 Role of the Project Manager 5 - 2 New Contract Award 5 - 3 Contract Scope5 - 3 Project Description5 - 4 Scope of Services5 - 4 Scope of Supply5 - 5 Project Plan of Approach5 - 5 Offices and Facilities5 -

14、 6The Project Managers Manual Confidential Page 6of 240 2018/5/3Job Instructions5 - 7 Job Bulletins5 - 8 Design Basis5 - 8 Kick-off Meeting with Client5 - 8 Project Organization5 - 9 Project Organization and Key Personnel5 - 9 Project Staffing5 - 9 Project Schedule and Milestones5 - 10 Project Kick-Off5 - 11 Internal Kick-off Meeting5 - 11 Project Review Meetings5 - 12 Project Controls5 - 13 Cost Coding5 - 13 Estimating5 - 14 Engineering5 - 15 Procurement5 - 15 Construction5 - 16 Project Accounts5 - 1

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