This blog post is now obsolete as the close procurement process is absent from the 6th edition of the PMBOK Guide.
At first, you may think that the close procurement process and close project process are synonyms of each other. I have seen people asking for clarification on them in severalPMP论坛是因为它们有很多共同点。项目管理的学生很难区分两者。
This blog post is meant to clear up these concepts. After reading this, you won’t have any problem differentiating between these processes.
Before we start discussing in detail, let’s make sure we all understand the key terms: procurement, phase, andproject。
采购
采购可以定义为从外部来源收购商品,服务或工作。
To put it simply, you subcontract a part of the project’s work to an external contractor. This is done for many reasons. For instance, if you are unable to do the job on your own or if it would be more cost-effective to outsource.
阶段
根据bob手机客户端, fifth edition, “Project phase is a collection of logically related project activities that culminate in the completion of one or more deliverables.”
由于许多原因,项目分为阶段。最重要的原因是项目规模。如果您想有效地管理一项大型承诺,则必须将其分为阶段并按顺序完成,除非情况需要阶段重叠。
Project
根据PMBOK指南,第五版:“一个bob手机客户端项目是为创建独特的产品,服务或结果而进行的临时努力。”
In other words, you can say that the nature of the project is nonpermanent, and it is undertaken to produce a certain output. Projects close when the objective is achieved.
Now let’s look at the close procurement and close project processes.
Close Procurement Process
关于第五版PMBOK指南,“近距离采购是bob手机客户端完成每项采购的过程。”
近距离采购过程也称为合同关闭。它支持关闭项目或关闭阶段过程。
据说在达到合同截止日期并结束时或终止合同时,采购将关闭。
一个项目可以有一个procurement contract或多个合同。
The close procurement process will happen only once per procurement contract. However, if the project has multiple procurement contracts, the close procurement process will be performed multiple times because there are many contracts.
可以在没有任何采购合同的情况下完成一个项目,如果该项目不需要该项目,则无需进行密切采购过程。
关闭项目过程
根据PMBOK Guide, fifth edition, “Close project or phase is the process of finalizing all activities across all of the project management process groups to formally complete the project or phase.”
该定义表明,当项目或阶段最终完成并接受可交付成果时,执行关键项目或关闭阶段过程。
To complete the close project or close phase process, the close procurement process must have been completed; otherwise, the former cannot happen—however, it’s different for the close procurement process where the project does not have to be finished to complete the close procurement process.
一个现实世界的示例
在这种情况下,让我们假设您有一个项目来建造一座学校建筑。
You find out that in order to complete the project efficiently, some work should be performed through a procurement contract, work such as:
- 地球发掘
- 电气工作
- 木工工作
- Painting
You need to do some excavation before starting any construction activities. Therefore, you have to procure this job from a contractor and negotiate with them.
承包商完成了工作,您为工作付款,然后完成此采购合同。之后,您构建建筑物。
现在,您正处于在建筑物中安装电气系统的阶段。您还采用了此任务。承包商来并尽其所能,您通过支付商定的金额来释放它们,然后您关闭合同。
之后,木工和绘画工作开始。您还购买了这些工作。一旦这些承包商完成任务,您就会付款,然后您也完成这些合同。
该建筑物已经准备就绪,因此您致电客户来检查它。客户满意后,他们就接受建筑物,签署接受信,并释放所有待处理的付款。一旦获得付款,就可以更新学习的课程,并发布团队和资源。b0b体育app最后,您关闭项目。
So, it’s evident in this example that the close procurement process is performed many times, but the close project is performed only once—at the end of the project.
一些关键点
请注意以下事项:
- 紧密的采购过程必须在关闭项目或关闭阶段过程之前进行。
- 近距离采购过程可能会发生多次project’s life cycle,但是密切的项目过程将在项目结束时仅执行一次。
- 在关闭项目或关闭阶段流程中,客户接受可交付成果。
- The close procurement process may or may not occur, but every project must pass through the close project process even if it is terminated.
- 在密切的采购中,您可以完成与承包商的交易,并在密切的项目过程中与客户完成交易。
Note: Every project has five process groups that start with Initiating and end at Closing Process Group. Interestingly, these two process groups are comprised of only two processes, and that makes them the smallest of the five processes. These two process groups make up 21% of the PMP examination.
在研究这些小过程组的情况下,您可以在您的大约42个问题上回答PMP考试。我建议您特别注意这些过程组,以便在考试中得分良好。
Summary
The close procurement and close project processes may look similar to you. However, they are different and serve different purposes. The close procurement process belongs to the procurement knowledge area, and the close project process belongs to project integration management. The output of the close project process is the final product, service, or result. On the other hand, the output of the close procurement process is closed procurement.
If you would like to share your thoughts on this blog post you can do so through the comments section.
我希望得到一些followi澄清ng:
1) Do we negotiate or process payment/claim dispute under CONTROL Procurement (Claim administration) or CLOSE Procurement (Procurement Negotiation)?
2)在项目中,我们验证了接受可交付成果的范围。在采购中,我们是否在控制采购或近距离采购下验证卖方工作/可交付成果?
谢谢。
1)按照项目管理知识体系指南bob手机客户端,第五版,”克罗se Procurements process also involves administrative activities such as finalizing open claims”.
2) This is inspection and audit. As per the PMBOK Guide fifth edition, “Inspections and audits required by the buyer and supported by the seller, as specified in the procurement contract, can be conducted during execution of the project to verify compliance in the seller’s work processes or deliverables.” You do it in control procurements process.
Hello Fahad, Thank you for posting this information and discussion. Which Process Group includes Procurement Closure? It was stated that it is part of Validate Scope which is part of Process Group Monitoring and Controlling. But also noted above by Joseph is ….Close Procurement is a step under the Procurement Management process within the Execution Process Group. Please clarify which Process Group includes Procurement Closure?
Please refer to the page 61, PMBOK Guide fifth edition. It is in closing process group.
Closing the procurement can happen at any stage and in any phase. Hence it is not a trigger to close the project. Phase or project can still continue. However before closing the project there should not be any open activity/task. Hence it is mandatory to close the procurements before closing the project however closing procurement does not require to trigger the phase/project closure. I think accepted deliverables can have the deliverables which are part of the procurement outputs. Hence not mentioned as separate input to close project or phase process.
亲爱的法哈德先生
如果我还有一些发票没有付款seller , is this mean the project still not closed ???
谢谢
在关闭项目之前,您必须关闭所有采购合同。
您能解释一下近距离项目中发生的事件的顺序吗?
我在模拟测试中看到了许多问题。有人说关闭合同后发生在释放团队后。有人说衡量客户满意度是结束的最后一步。有人说这是正式的标志。
以下操作的顺序是什么:
1. Sign off and final acceptance
2.最终付款和完成成本记录
3.更新学习的教训
4.update project records.
5.确保所有项目管理流程均已完成。
6.Index and Archive project records.
7.Analyze the success of the project
8.Evaluate customer satisfaction
9.将完成的可交付成果送到运营,维护等
10.释放团队。
There is a process flow chart in Rita’s book. Understand this chart, it will help you clear many doubts.
你好Fahad,
RITA的流程图并未谈论阶段/项目关闭中的释放团队活动。我认为仍然需要很少的团队成员(项目管理团队)可以努力收集最终的课程或进行趋势分析等。因此,这可能是项目关闭的最后一项活动。但是,在发布团队后,需要更新某些项目文档,然后存档,因此可以将归档项目记录视为最后一个活动。这与丽塔过程图表中提到的最后一个活动“收集最终的经验教训并更新知识库”一致。
但是,在一个模拟测试中,此答案标记不正确,他们提到的正确答案是征求客户反馈。我不确定这是正确的答案。
Please share your views.
I don’t have Rita’s book so can not comment on it though I recommend you understand the chart given on page 61 in the PMBOK Guide fifth edition.
Hello Fahad,
您能否澄清如果当事各方无法对采购的索赔解决,最终是法院程序的主题(最长达几年)会发生什么。
Let’s take an easy example: there is a claim between the seller and the buyer about the price to be paid but the work has been performed and delivered by the seller.
这是否意味着买方无法关闭采购,因此由于索赔而无法关闭项目?还是因为卖方已经交付了工作,他可以关闭它吗?
Do the project and the procurement remain “open” during several years if there is appeal procedure etc. ?
Many thanks for your clarifications
If the resolution cannot be solved through the arbitration, and it goes to court, you can not close procurement with the contractor.
尽管由于项目完成,因此您可以与客户关闭项目,但案件将与您和您的供应商保持开放。
Also note that, since the court is involved in the dispute, it may stop whole proceeding or let you clear your deal with the client. It depends on case to case basis.
PMBOK page 387 says “Unresolved claims may be subject to litigation after closure. The contract terms and conditions can prescribe specific procedures for agreement closure”. This means the contract can be closed and the court procedure can continue.
Please correct if this understanding is wrong.
As per my understanding: Yes.
裁判:
KEY POINTS: Deliverables are accepted in Close Project.
I came across a question explanation where it was stated;
验证范围流程接受可交付成果。不关闭项目。
Please clarify correctness of above KEY POINT.
请参阅PMBOK第五版,第136页,点:5.5.3.1
My question is about obtaning formal acceptance of deliverables
This is required in project or phase closing But is required in Procurement closing ? and when and how are acceptance of deliverables done in Procurement closing.
谢谢
如果您在项目中有任何采购合同并且本合同已完成,则将关闭本合同并接受可交付的合同,但您的项目将继续进行。
亲爱的法哈德先生,
主要的表演组织(主要承包商)希望与客户完成合同,在哪些过程中会发生?无论是在近距离采购还是关闭项目中
请解释一下…..
regards,
Jayanth
如果主要承包商拥有整个项目并想关闭合同,则必须进行密切的项目流程。
However, if the main contractor is having a part of the project then also he must go through the close project process but the client will go through the close procurement because the project is still on.
无论如何,承包商都必须经过封闭项目,因为对他来说,一切都关闭了。
我认为,因为它说主要承包商意味着还有其他承包商仍在订婚。这意味着这是一个近距离采购的情况,而不是密切的项目,因为其他承包商可能仍在从事该项目。
感谢您澄清的闭幕式。.我在几个练习考试中看到了这个词,并担心我错过了一些东西。
你好
您能解释一下有关封闭的管理人员。
谢谢
Suresh
Administrative Closure and Close Project or Close Phase are the same.
(The PMBOK Guide Page-100, first paragraph, Article 4.6).