关闭采购与关闭项目

July 18, 2021
Fahad Usmani,PMP
关闭采购与关闭项目c

现在,该博客文章已经过时了,因为《 PMBOK指南》第6版中没有密切的采购过程。bob手机客户端

首先,您可能会认为密切的采购过程和密切的项目过程是彼此的同义词。我已经看到人们在几个PMPforums because they have many things in common. It can be difficult for students of project management to distinguish the two.

这篇博客文章旨在清除这些概念。阅读本文后,您不会在这些过程之间区分任何问题。

在开始详细讨论之前,请确保我们都了解关键术语:采购,阶段和项目

Procurement

Procurement can be defined as the acquisition of goods, services, or work from an external source.

简而言之,您将项目工作的一部分分包给外部承包商。这是出于多种原因进行的。例如,如果您无法自行完成这项工作,或者是否将更具成本效益的外包。

Phase

According to thebob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.”

项目s are divided into phases for many reasons. The most important reason is project size. If you want to manage a large undertaking effectively, you have to divide it into phases and complete them in order, unless circumstances require phase overlap.

项目

According to the PMBOK Guide, fifth edition, “A project is a temporary endeavor undertaken to create a unique product, service, or result.”

换句话说,您可以说项目的性质是非永久性的,并且要产生一定的输出。实现目标时,项目关闭。

Now let’s look at the close procurement and close project processes.

关闭采购过程

In reference to the PMBOK Guide, fifth edition, “Close procurement is the process of completing each procurement.”

The close procurement process is also known as the contract closure. It supports the close project or close phase processes.

Procurement is said to be closed when the contract deadline is reached and ends, or when the contract is terminated.

A project can have a single采购合同or multiple contracts.

近距离采购过程只会每次采购合同一次。但是,如果该项目有多个采购合同,则由于有很多合同,将多次执行近距离采购过程。

A project can be completed without any procurement contract, if it is not necessary for the project, there is no need for the close procurement process.

Close Project Process

根据《 PMBOK指南》第五版,“bob手机客户端关键项目或阶段是完成所有项目管理过程组中所有活动以正式完成项目或阶段的过程。”

This definition shows that the close project or close phase process is performed when the project or phase is finally completed and deliverables are accepted.

要完成关键项目或关闭阶段流程,必须完成关闭的采购过程;否则,前者将不会发生 - 否则,对于不必完成该项目即可完成近距离采购过程的近距离采购过程是不同的。

A Real-World Example

Let’s assume in this scenario you have a project to construct a school building.

您发现,为了有效地完成项目,应通过采购合同进行一些工作,例如:

  • Earth Excavation
  • Electrical Work
  • Carpentry Work
  • Painting

在开始任何建筑活动之前,您需要进行一些挖掘。因此,您必须从承包商那里获得这项工作,并与他们进行谈判。

The contractor completes the job, you pay them for the work and you close this procurement contract. Afterward, you construct the building.

Now you are at the stage where it is time to install electrical systems in the building. You also have procured this task. The contractor comes and does their part, and you release them by paying the agreed amount of money, and you close the contract.

Afterward, carpentry and painting work starts. You also have procured these jobs. Once these contractors complete their tasks, you make payment and then you close these contracts as well.

The building is ready, so you call the client to come and inspect it. Once the client is satisfied, they accept the building, sign the acceptance letter, and all pending payments are released. Once you get the payment, you update the lessons learned, and release the team and resources. Finally, you close the project.

因此,在此示例中很明显,密切的采购过程是多次执行的,但是在项目结束时,关闭项目仅执行一次。

Some Key Points

Please note the following:

  • The close procurement process must happen before the close project or close phase process.
  • The close procurement process may occur many times during the项目的生命周期, but the close project process will be performed only once at the end of the project.
  • In the close project or close phase processes, the client accepts the deliverables.
  • 接近采购过程可能会或可能不会发生,但是即使终止,每个项目也必须通过密切的项目过程。
  • In close procurement, you close your deal with your contractor, and in the close project process your client closes the deal with you.

注意:每个项目都有五个过程组,这些过程组从启动和结束过程组开始。有趣的是,这两个过程组仅由两个过程组成,这使它们成为五个过程中最小的过程。这两个过程组占PMP检查的21%。

With a little studying on these small process groups, you can answer approximately 42 questions on yourPMP examination。I advise that you pay special attention to these process groups in order to score well on the exam.

Summary

近距离采购和密切的项目流程看起来与您相似。但是,它们是不同的,并且有不同的目的。近距离采购过程属于采购知识领域,密切的项目过程属于项目集成管理。关闭项目过程的输出是最终产品,服务或结果。另一方面,关闭采购过程的输出是封闭的采购。

如果您想在此博客文章上分享您的想法,则可以通过评论部分进行。

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Speak Your Mind

  • 我想对以下内容进行一些澄清:

    1)我们是否根据控制采购(索赔管理)或密切采购(采购谈判)进行谈判或处理付款/索赔纠纷?

    2) In Project we have validate scope for acceptance of deliverables. What about in Procurement, do we validate seller work/deliverables under CONTROL Procurement or CLOSE Procurement?

    谢谢。

    • 1) As per the PMBOK Guide, fifth edition, “The Close Procurements process also involves administrative activities such as finalizing open claims”.

      2)这是检查和审核。根据PMBOK指南第五bob手机客户端版,“买方要求的检查和审计,并由卖方支持,如采购合同所示,可以在执行项目期间进行,以验证在卖方的工作流程或可交付成果中的合规性。”您在控制采购过程中进行此操作。

  • 嗨,法哈德,would you please help to understand, Which of the following is the correct order of actions to take during the Closing processes?

    获得正式的接受,学习课程,释放团队,关闭合同
    OR
    获得正式的接受,关闭合同,学习课程,释放团队

  • 嗨,法哈德,

    我非常感谢这篇文章,这是确切的,并巩固了我对关闭过程组中流程的理解。

    I am glad that I found this article. Thank you.

    Raj.

  • 您好Fahad,谢谢您发布此信息和讨论。哪个过程组包括采购关闭?据说它是验证范围的一部分,它是过程组监视和控制的一部分。但约瑟夫(Joseph)也提到的是……。请澄清哪个过程组包括采购关闭?

  • can you explain the administrative activities involves during close procurement process? i dont really understand.

  • Hi
    对于项目管理过程“关闭项目或阶段和关闭采购”,每个过程的关键输入和输出是什么?

    请协助

    • 你好,米蒂,

      You can find details on these ITTO in the PMBOK Guide, due to copyright issues I can not provide you here.

  • Great article. I loved the details – Does anyone know if my assistant can obtain a sample WV DoR IT-141 copy to use ?

  • 嗨,法哈德,

    It will be great if can comment over the below question:

    我在哪里获得最终的认可,以完成完整的可交付/项目。

    is it Output of Validate scope or Close project or phase

  • 关闭采购是执行过程组中采购管理过程下的一步。类似的过程不是针对采购的,而是针对合同(如果有这样的合同,即与外部客户)

  • 嗨,法哈德:

    I am glad I found your blog. I didn’t really realize that project and procurement closure were not the same. I now understand that there will be one project and that a project can have multiple procurement closures.

    谢谢。

  • 嗨,法哈德,

    我刚刚开始阅读PMBOK,这是我阅读的第二篇文章。我是否可以感谢您用如此简单的语言解释主题的努力。

    戴上帽子,继续!

    • Yes you can appreciate me, like and share my articles.

      In fact this what keep me going forward.

      :)

      感谢您停下来。

  • 根据我的理解,从验证范围接受的可交付成果进入关闭项目,最后我们有了密切的项目或服务,为什么不关闭POCUREMENT(包括多个合同Cloaure)作为关闭项目阶段以触发项目关闭的输入呢?

    • 关闭采购可以在任何阶段和任何阶段发生。因此,关闭项目并不是触发因素。阶段或项目仍然可以继续。但是,在关闭项目之前,不应有任何开放活动/任务。因此,必须在关闭项目之前关闭采购,但是关闭采购并不需要触发阶段/项目关闭。我认为所接受的可交付成果可以具有可交付成果,这些可交付成果是采购输出的一部分。因此,未提到关闭项目或相位过程的单独输入。

  • Dear Mr. Fahad

    如果我仍然有一些未支付给卖方的发票,这是否意味着该项目仍未关闭???

    谢谢

  • Can you explain the order of events that happen in close projects.

    I see many questions in mock tests regarding the same. Some say closing the contract happens after releasing the team. Some say measure Customer satisfaction is the last step in closing. Some say it is the formal sign off.

    What is the order of the below actions :

    1. Sign off and final acceptance
    2.final Payments and complete cost records
    3. Update lessons learned
    4.update project records.
    5.确保所有的项目管理流程进行比较lete.
    6.Index and Archive project records.
    7.分析项目的成功
    8.评估客户满意度
    9.Hand off completed deliverables to operations, maintenance etc
    10.释放团队。

      • 嗨,法哈德,

        Rita’s process chart does not talk about Release team activity in phase/project closure. I think few of the team members (project management team) are still needed who can work on collecting final lessons learned or doing trend analysis etc. So it can be a last activity in project closure. However after releasing the team certain projects documentation needs to be updated and then archived hence Index and Archive project records can be considered as last activity. and this is in line with the last activity ‘Gather final lessons learned and update knowledge base’ mentioned in Rita’s process chart.

        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。

        请分享您的观点。

        • 我没有丽塔的书,所以不能对此发表评论,尽管我建议您了解PMBOK指南第五版第61页上给出的图表。bob手机客户端

  • Hello Fahad,

    Could you please clarify what happens if a claim on the procurement cannot be settled by the parties and is finally the subject of a court procedure (which can be very long… up to several years).

    以简单的例子:卖方与买方之间关于要支付的价格有索赔,但是卖方已经执行和交付了工作。

    Does it means that the buyer cannot close the procurement and therefore the project because of the claim? Or can he close it because the work has been delivered by the seller?

    Do the project and the procurement remain “open” during several years if there is appeal procedure etc. ?

    非常感谢您的澄清

    • 如果该决议无法通过仲裁解决,并且可以向法院提出法院,则您无法与承包商关闭采购。

      Although you can close the project with your client since the project is completed, case will remain open with you and your supplier.

      还请注意,因为法院参与dispute, it may stop whole proceeding or let you clear your deal with the client. It depends on case to case basis.

      • PMBOK第387页说:“未解决的索赔可能会在关闭后接受诉讼。合同条款和条件可以规定协议封闭的特定程序”。这意味着合同可以关闭,法院程序可以继续。

        Please correct if this understanding is wrong.

  • 参考:
    关键点:在近距离项目中接受可交付成果。

    我遇到了一个问题,说明了它的陈述。
    VERIFY SCOPE process accepts the deliverables. Not CLOSE PROJECT.

    请阐明上述要点的正确性。

  • 我的问题是要获得正式接受可交付成果

    这在项目或阶段结束中需要,但在采购结束时需要吗?以及如何以及如何接受采购关闭中的可交付成果。

    Thank You

    • If you have any procurement contract in the project and this contract is completed, you’ll closed this contract and accept the deliverable but you project will continue to proceed.

  • Dear Mr. Fahad,

    The main performing organization (main contractor) , wants to close their contract with the client, in which processes it will happen? whether in Close procurement or Close project

    Kindly explain this…..

    regards,

    Jayanth

    • If the main contractor has the whole project and wants to close contract, he must go through the close project process.

      但是,如果主要承包商正在占据项目的一部分,那么他也必须经过密切的项目流程,但是客户将经过密切的采购,因为该项目仍在开始。

      In any case, the contractor has to go through the close project, because for him everything is closed.

      • I think since it says main contractor means there are other contractors who are still engaged. This would imply that it is a case of close procurement and not close project because other contractors may still be working on the project.

  • 谢谢for clarifying Adiministrative Closure..I’ve seen the term in several practice exams and was concerned that I missed something.

    • 行政关闭和关闭项目或关闭阶段是相同的。

      (PMBObob手机客户端K指南第100页,第一段,第4.6条)。

  • {“电子邮件”:“电子邮件地址无效”,“ url”:“网站地址无效”,“必需”:“必需字段丢失”}

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