pm05

1. Introduction
Project controlling consists of activities, methods and tools performed to observe project execution, so that potential problems can be identified in a timely manner and corrective action can be taken.

The key benefit is the regular observation and measurement of project performance to identify variances from the project management plan.

Project Controlling includes:
 * Measuring the ongoing project activities (where we are);
 * Monitoring the project variables (scope, cost, time etc.) against the project management plan and the project performance baseline (where we should be);
 * Identify corrective actions to address issues and risks properly (How can we get on track again);
 * Influencing the factors that could circumvent integrated change control so that only approved changes are implemented

2. Course structure
Introduction of Project Controlling with focus on
 * Terms and definitions
 * Integrated project controlling approach
 * Controlling cycle
 * Project Controlling in different Knowledge Areas (scope, time, organization, quality, risk, communications, procurement)
 * Methods and tools for project controlling
 * Earned Value Management
 * Project Reporting

3. Case Studies

 * Students will work on a series of cases to analyse data and derive controlling parameters

4. Parameters

 * ECTS: 3
 * Hours of study in total: 90
 * Main block in the first week, when the first semester students start, and a short additional block later in the first semester to present and discuss research results.
 * Contact hours: 30
 * Self study hours: 60
 * Course characteristics: compulsory
 * Course frequency: every year - winter semester
 * Maximal capacity: 15 students
 * Course admittance prerequisites: no special requirements
 * Skills trained in this course: professional, methodological, and personal skills
 * Assessment of the course:
 * 75% contributions within the course (homework, group work, presentations, case studies)
 * 25% written or oral examination at the end of the course
 * Teaching staff: Dr. André Dechange, (Prof. Dr. Peter Reusch)

5.1 Knowledge
The students are familiar with core concepts of project controlling including the core controlling standards of PMI. They will know and apply the main methods and tools of project controlling within the different knowledge areas.

The students are able to explain
 * core issues of
 * scope control
 * time control
 * cost control
 * risk control
 * control of human resource management


 * the core concepts of earned value management and its main parameters
 * the Schedule Variance (SV) in detail
 * the Time Variance (TV) in detail
 * the Cost Performance Index (CPI) in detail
 * the Schedule Performance Index (SPI) in detail
 * further indexes of earned value analysis

5.2 Skills
The students are able to
 * analyse progress based on the work breakdown structure and check project scope
 * derive a Milestone Trend Analysis and Gantt chart progress and check project time results
 * analyse data to derive controlling indices
 * calculate the Schedule Variance (SV)
 * calculate the Time Variance (TV)
 * calculate the Cost Performance Index (CPI)
 * calculate the Schedule Performance Index (SPI)
 * calculate Estimated-at-Completion (EAC)
 * calculate Estimate-To-Completion (ETC)
 * conduct analysis of human resources based upon organizational structure and roles and responsibilities
 * collect the results in a project status report

in a given context in the course.

5.3 Competence - attitude
They are able to
 * analyse progress based on the work breakdown structure and check project scope projects
 * derive a Milestone Trend Analysis and Gantt chart progress and check project time results projects
 * analyse data to derive controlling indices projects
 * calculate the Schedule Variance (SV) projects
 * calculate the Time Variance (TV) projects
 * calculate the Cost Performance Index (CPI) projects
 * calculate the Schedule Performance Index (SPI) projects
 * calculate Estimated-at-Completion (EAC) projects
 * calculate Estimate-To-Completion (ETC) projects
 * conduct analysis of human resources based upon organizational structure and roles and responsibilities projects
 * collect the results in a project status report projects

in a new context / project.

5.4 On scaling learning outcomes
The assessment of learning outcomes is based upon the following core perspectives:


 * Analysis - regarding goals, scope, risks, etc.
 * Completeness – regarding data collection etc.
 * Correctness - regarding calculation of controlling parameters

6 . Teaching and training methods

 * Lectures introducing concepts, methods and tools
 * Group work to practice concepts and methods, to develop skills and to work on case studies
 * Home work to add individual contributions
 * Presentations to communicate results

7. Course mapping
This course is linked to all other courses of the study program in the following way:


 * MP01 introduces to the study programme and to each individual course.**

**MP02: Life-cycle Concepts, Maturity Models, Customer Relation Ship, Stakeholder Management** MP02 follows MP01 embedding projects into life-cycles, and considering maturity models for project management, as well as customer relationship and a deeper stakeholder analysis.

**MP03: Standards and Mainstreams** MP03 introduces various kinds of standards (PMI®, IPMA®, OGC®, etc) and contributes to project control and the standards discussed there.

MP04 prepares MP05 with discussion on project goals, scope, risk and baselines
 * MP04: Project Planning**

MP06 introduces various aspects of human resources in projects and prepares the review on human resources in project controlling.
 * MP06: Human Resource Management in Projects - including Competences, Team Building and Leadership**

MP07 introduces concepts of project organization and prepares the review on project organization in project controlling.
 * MP07: Project Organization**

MP08 introduces concepts of quality management and prepares discussions in project controlling.
 * MP08: Managing Quality**

MP09 is closely link to project control since risks have to taken into account in project control.
 * MP09: Managing Risk**

Costs of contracts and procurement have to be considered in project control.
 * MP10: Project Economics**

Communication in projects is check in project control.
 * MP11: Communications, Negotiation and Conflict**

Social competencies and social responsibility are checked in project control.
 * MP12: Social Competencies**

Change management is checked in project control.
 * MP13: Managing Change**

Intercultural communications and intercultural cooperation are checked in project control.
 * MP15: Intercultural Communications - Cultures in Projects**

Information and communication are the backbone for project control.
 * MP16: Information and Knowledge Management**

The impact of contracts and procurement have to considered in project control.
 * MP18: Legal Aspects in Project Management: Contracts, Procurement, and further Issues**

Project control has to extend in programs and portfolios.
 * MP19: Program and Portfolio Management**

The impact of projects on safety, health, and the environment has to be considered in project control.
 * MP20: Safety, Health and the Environment**

8. References:
Most course materials are available in ILIAS and additional web portals - a few books to mention here:


 * 1) PMBOK® - 4th edition, PMI® 2008.
 * 2) Kerzner, Harold: Project Management - A Systems Approach to Planning, Scheduling and Controlling, 10th edition, John Wiley, 2009.
 * 3) Fleming,Quentin W.; Koppelman, Joel M.: Earned Value Project Management, PMI 2005, ISBN 1930699891.
 * 4) Morris, Peter W.G.; Pinto, Jeffrey K. (eds.): The Wiley Guide to Managing Projects, John Wiley 2004.
 * 5) Larson, Gray .: Project Management - the Managerial Process, 4th edition, McGraw Hill, 2008.
 * 6) Turner, J. Rodney; Simister, Stephen, J.: Gower Handbook of Project Management, 3rd edition, Gower Hampshire, England, 2000.
 * 7) Mulcahy, Rita: Risk Management, Rmc Pubns Inc, 2010, ISBN 1932735321.