Documents PMBOK 8

Activity Attributes

Domain: Schedule
Quick: Detailed metadata and relationships attached to activity list items.
Detailed: Extension of the activity list that includes detailed component information for each schedule activity, such as predecessors, successors, logical relationships, leads, lags, resource requirements, constraints, and imposed dates.

Activity List

Domain: Schedule.
Quick: The master list of all scheduled project activities.
Detailed: A tabulated schedule-centric document that identifies all the scheduled project activities required to be performed to produce the project scope deliverables.

Assumption Log

Domain: Governance.

Quick: Log tracking project assumptions and constraints.

Detailed: A project document used to record all project assumptions and constraints throughout the project lifecycle, ensuring they are tracked and evaluated for risks.

Basis of Estimates

Domain: Schedule, Finance.

Quick: The "how-to" math and logic behind project estimates.

Detailed: Supporting documentation outlining how estimates (such as time, cost, or resources) were derived, including assumptions, constraints, range of possible outcomes, and confidence levels.

Change Log

Domain: Integration.

Quick: Status tracker for all project change requests.

Detailed: A formal document used to track all change requests submitted throughout the project life cycle, along with their current status, disposition, and implementation results.

Cost Estimates

Domain: Finance.

Quick: Quantitative price tags for project work.

Detailed: Quantitative assessments of the probable costs required to complete project work, broken down by resource types and project packages.

Cost Forecasts

Domain: Finance.

Quick: Future cost predictions based on current performance.

Detailed: Periodic updates of estimated project costs and completion totals based on current project performance and earned value analysis (e.g., Estimate at Completion).

Duration Estimates

Domain: Schedule.

Quick: Time guesses (in days/weeks) to finish an activity.

Detailed: Quantitative assessments of the likely number of work periods (hours, days, or weeks) required to complete an individual schedule activity.

Issue Log

Domain: Governance.

Quick: Tracker for current problems needing active resolution.

Detailed: A project document used to record and monitor issues—disputed points or current roadblocks that require active resolution by the project team.

Lessons Learned Register

Domain: Governance.

Quick: Journal of project mistakes, successes, and insights.

Detailed: A knowledge repository document used to record critical insights, challenges, effective strategies, and mistakes made throughout the project so they can be applied to future work.

Milestone List

Domain: Schedule.

Quick: Key checkpoints and major event dates.

Detailed: A high-level summary list identifying all project milestones and noting whether they are mandatory (contractual) or optional (based on historical data).

Physical Resource Assignments

Domain: Resource.

Quick: Equipment and material assignments.

Detailed: Documentation specifying the equipment, materials, facilities, and infrastructure assigned to specific activities and periods throughout the project.

Project Calendars

Domain: Schedule.

Quick: Working days, holidays, and shifts schedule.

Detailed: A calendar that identifies working days, shifts, non-working days, and holidays available for scheduled activities and resource allocation.

Project Schedule

Domain: Schedule.

Quick: The finalized timeline with dates and resources.

Detailed: An output of a schedule model that presents linked activities with planned dates, durations, milestones, and assigned resources.

Project Schedule Network Diagram

Domain: Schedule.

Quick: Visual flowchart of task dependencies.

Detailed: A graphical flowchart displaying the logical relationships (dependencies) and pathways among project schedule activities.

Project Scope Statement

Domain: Scope.

Quick: Detailed boundary definition of project work and deliverables.

Detailed: The description of the project scope, major deliverables, assumptions, constraints, and work exclusions that serve as the baseline for scope verification.

Project Team Assignments

Domain: Resource.

Quick: Who is on the team and their roles.

Detailed: Documentation outlining which human resources and team members have been assigned to specific roles and responsibilities within the project.

Quality Control Measurements

Domain: Scope.

Quick: Raw data results from quality testing.

Detailed: The documented results of quality control activities, evaluated against quality requirements to measure adherence and locate performance gaps.

Quality Metrics

Domain: Scope.

Quick: Standards used to measure quality compliance.

Detailed: Specific attributes of a project or product, and how the control quality process will measure or verify compliance with them.

Quality Report

Domain: Scope.

Quick: Summary report of quality issues and recommendations.

Detailed: A formal document summarizing quality management issues, escalation paths, recommendations for process adjustments, and summary results from quality control.

Requirements Documentation

Domain: Scope.

Quick: Detailed breakdown of stakeholder needs.

Detailed: Detailed documentation explaining how individual stakeholder requirements meet the business needs of the project and how they are tracked.

Requirements Traceability Matrix

Domain: Scope.

Quick: Grid tracking requirements from origin to deliverable.

Detailed: A grid linking product requirements from their origin through to the deliverables that satisfy them, ensuring all requirements are accounted for.

Resource Breakdown Structure

Domain: Resource.

Quick: Hierarchical tree of all project resources.

Detailed: A hierarchical structure of physical resources and personnel organized by category and resource type.

Resource Calendars

Domain: Resource.

Quick: Availability schedule for specific team/equipment.

Detailed: Calendar tracking the availability days and working hours of specific human or physical project resources.

Resource Requirements

Domain: Resource.

Quick: Types and amounts of resources needed per task.

Detailed: Identification of the types and quantities of team resources and physical assets needed for each activity in a work package.

Risk Register

Domain: Risk.

Quick: Master list of identified risks, owners, and responses.

Detailed: The central project document containing the results of qualitative risk analysis, quantitative risk analysis, and risk response planning (identifying threats/opportunities, owners, and actions).

Risk Report

Domain: Risk.

Quick: High-level summary of overall project risk exposure.

Detailed: A document summarizing overall project risk exposure, detailing sources of high-priority risks, and outlining high-level trends across the project portfolio.

Schedule Data

Domain: Schedule.

Quick: Background math, histograms, and data backing the schedule.

Detailed: The background collection of data, assumptions, histograms, and contingency reserves used to support schedule creation and baseline controls.

Schedule Forecasts

Domain: Schedule.

Quick: Future timeline predictions based on past performance.

Detailed: Estimates or predictions of future schedule conditions and events based on past performance metrics (such as Schedule Variance or Schedule Performance Index).

Stakeholder Register

Domain: Stakeholder.

Quick: Directory and profile of all project stakeholders.

Detailed: Project document containing details about identified stakeholders, including their identification, assessment information (power, interest, impact), and stakeholder classification.

Team Charter

Domain: Resource.

Quick: Team rules, values, and working agreements.

Detailed: A document created by the project team that defines team values, communication guidelines, decision-making processes, meeting ground rules, and conflict-resolution strategies.

Test and Evaluation Documents

Domain: Scope.

Quick: Testing scripts and checklists for quality evaluation.

Detailed: Planned scripts, checklists, and criteria used within quality control to evaluate if a deliverable meets organizational or product specifications.