2021年10月3日


乍一看,工作绩效数据和工作绩效信息似乎相似。尽管它们密切相关,但这些独特的术语将帮助您更好地理解和浏览项目的状态。

Work Performance Data gives you rough data on the project’s status and helps you create the Work Performance Information, the basis ofperformance reports.

A performance report is an essential communication tool for a project manager, and to create this report; you will need both Work Performance Data and Work Performance Information.

In today’s blog post, we will discuss the merits of these two terms.

工作绩效数据和工作绩效信息

Work Performance Data WPD and Work Performance Information WPI

If you understand these two concepts, creating performance reports won’t be difficult. Let’s start with Work Performance Data.

Work Performance Data

According to the PMBOK Guide, Work Performance Data is “the raw observations and measurements identified during activities performed to carry out the project work, e.g., actual cost, actual duration, and the percent of work physically completed.”

Work Performance Data is the status of project parameters, such as how much work has been completed, how much time has elapsed, and the cost incurred so far.

Examples of Work Performance Data

Work Performance Data includes, but is not limited to:

  • 范围:您将看到要求,不合格,收到的更改请求的数量与被接受或拒绝的要求等等。
  • Time:You will see how many activities have been started, how many finished, the status of current ongoing activities, etc.
  • Cost:You will note the project’s cost performance: how much work has been completed, how much money has been spent to date, etc.
  • Quality:You will measure the technical performance, such as the characteristics of the product, quality metrics, number of defects, and the rejection rate.
  • Communications:You will see which reports have been distributed, the feedback on these communication reports, etc.
  • Risks:You will see how many identified and unidentified risks have occurred, how many new ones are identified, the effectiveness of the risk response plans, how muchcontingency or management reservehas been utilized, and the impact on project constraints such as schedule, cost, and scope.
  • Procurement:Here, you will get data about theprocurement-related activities: quality standards met by the seller, the seller’s performance, etc.

Next, let’s review WPD in the PMBOK Guide:

  • The output of Direct and Manage Project Work
  • Input to Validate Scope
  • Input to Control Scope
  • Input to Control Schedule
  • 控制成本的输入
  • Input to Control Quality
  • Input to Control Communication
  • 控制风险的输入
  • Input to Control Procurements
  • 控制利益相关者参与的输入

WPD是直接和管理项目工作的输出。它在整个执行阶段收集,然后发送到各种控制过程以进行进一步分析:验证范围,控制范围,控制时间表,控制成本等。

From this data, you can create the Work Performance Information (WPI).

Work Performance Information

According to the PMBOK Guide, the Work Performance Information is “the performance data collected from various controlling processes, analyzed in context and integrated based on relationships across areas, e.g., the status of deliverables, forecasted estimates to complete, etc.”

Work Performance Information helps you analyze the Work Performance Data and compare the planned performance with the actual performance.

Examples of Work Performance Information

Work Performance Information includes, but is not limited to:

  • 范围:You will review the project’s progress: e.g., the status of deliverables, whether the deliverable is accepted, how the project scope is performing against thescope baseline, etc.
  • Time:You will compare the planned schedule with the actual schedule. You can see the planned duration of an activity, and the time taken by the activity to be completed, etc.
  • Cost:您可以看到一项任务的计划成本,并将其与实际成本(即计划的成本与实际花费的成本进行比较)进行比较。您还将查看其他参数,例如成本差异和成本绩效。
  • Quality:You will analyze the planned technical performance versus actual technical performance: how many defects, how much tolerance and threshold were allowed, how much it costs, and how much rework is required.
  • 风险:You will compare how manyidentified riskshave occurred, the efficiency of the risk response plan, how much of the contingency money has been spent, the balance of the contingency or management reserve, etc.
  • Procurement:Here, you will review the seller’s performance.

Let’s have a look at the PMBOK Guide, which describes WPI as:

  • Input to Monitor and Control Project Work
  • The output of the Validate Scope
  • The output of the Control Scope
  • The output of the Control Schedule
  • The output of the Control Costs
  • The output of the Control Quality
  • The output of the Control Communications
  • The output of the Control Risks
  • The output of the Control Procurements
  • The output of the Control Stakeholder Engagement

您可以看到工作绩效信息是各种控制过程的输出,并且是监视和控制项目工作的输入,用于生成绩效报告。

Work Performance Data vs Work Performance Information.

  • Work Performance Data shows the current state of the project. Work Performance Information is a comparison between the actual performance with planned performance.
  • Examples of Work Performance Data are the actual cost spent, the actual time elapsed, etc. Examples of Work Performance Information are Cost Variance, Schedule Variance, Cost Performance Index, Schedule Performance Index, etc.

WPD and WPI show you where the project is going, so you can forecast your progress and take corrective action if needed.

概括

从observa工作性能数据是原始数据tions of your project, and Work Performance Information is the analysis and comparison between the actual data and the planned data. These two are the backbone of your performance reports and essential communication tools, helping you monitor the project’s progress and compare it with the planned progress.

Comprehending both concepts is essential to pass the PMP exam successfully.

How do you collect work performance data in your projects and prepare work performance information? Please share your experiences in the comments section.

About the author

Fahad Usmani, PMP

I am Mohammad Fahad Usmani, B.E. PMP, PMI-RMP. I have been blogging on project management topics since 2011. Till date, thousands of professionals have passed the PMP exam using my resources.

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Speak Your Mind

  • 为什么工作绩效报告作为输入导致工作表现
    Information as an output in Monitor Communication? Discuss

    • This information is clearly mentioned in the PMBOK Guide. Please refer to it.

      顺便说一句,在监视通信过程中,工作绩效数据正在转换为工作绩效信息。

  • Hi Fahad,

    Maybe I posted my situation in a wrong blogpost. I think this should be the right one.

    I have one fundamental question about work performance information given as a input to “Monitor & Control” process.

    如果我的理解是正确的,那么所有控制过程都将当前数据与相应的基准进行比较,并提高对任何偏差的更改请求。这些更改请求将发送到“集成更改控制”以进行进一步处理。但是,提供相同的信息为“工作绩效信息”,以“监视和控制项目工作”过程。在此过程中,将工作绩效信息与性能基线进行比较。这也给了更改请求的加薪

    Isn’t this a duplicate effort? Can you be kind enough to differentiate between the objectives of control processes and “monitor & control project work” process?

    • Hello Vijay,

      Please refer to the page 87 of the PMBOK Guide fifth edition. You will see that output of all controlling processes is work performance information and it is an input to monitoring and controlling project work process.

      There is no repetition of effort.

    • Hi Vejay,
      my understanding to your question is WPIs sent as input to MCPW to issue a WPR only and that WPR will be input to PICC.BMBOK in not perfect and there are many circumstances either wrong or not well explained and thats why they updated it.

  • 你好乌斯曼,

    谢谢for the explanation. A few things are still not clear, can you please explain

    Risks – Work Performance Data

    Here you will see how many identified and unidentified risks have occurred, how many new risks are identified, the effectiveness of risk response plan, how much contingency or management reserve has been utilized, the impact of risks on project constraints such as schedule, cost, and scope, etc.

  • 您可以像本页中提到的其他术语的输入 /输出列表吗?

    e.g:
    工作表现data — Output to some and input to some processes
    Work performance information — output to some and input to some processes

    Please provide same pattern to other terms.

    谢谢

    • 我尽可能地提供它,但是我不能完全提供它,因为它将是侵犯版权的。我建议您阅读PMBOK了解ITTO。

    • hi talha,
      WPD是DMPW的输出
      WPD is inputs to the 10 monitoring and controlling processes except for the two processes in the integration management ( MCPW,PICC) .
      WPIs is outputs of the 10 monitoring and controlling processes except for the two processes in the integration management( MCPW,PICC) .
      WPIs is input to MCPW.

  • Appreciate your efforts and Thanks. Furthermore, just to underline what I understood, I would like to discuss the following case:-

    该项目的30%已完成(WPD),截至目前产生的实际成本为150,000 US $(WPD),让我们说的是比PV计划的价值高15%(WPD)。

    Based on these “raw” data, the project manager has come up with forecasts like EAC (WPI), TCPI (WPI) etc.

    Finally the project manager compiles all the above information and documents it to develop a Project Status Report (WPR).

    Your comments are remarks are very much appreciated.
    再次感谢。

  • One can see the trend that other than human resource management, WPD is almost always the input of control processes and WPI is almost always the output of those processes.

    人力资源管理没有监视和控制过程组中的过程,因此没有输入 /输出的问题。

    Well presented. Thanks.

  • Great hard work Fahad!

    WPD and WPI was confusing to me. Now, it’s clear to me after reading your blog.

    One of my concern is to memorize the input, tool and technique and outputs. Your comprehensive analysis also lessen my poor “Ratta”(Ability to memorize) concern as well.

  • Good work so far….Really helpful this.Please make a blog about the work authorization system,conduct procurement.

    谢谢
    马拉卡

  • Thank you for taking the time to break down the concept so I can see why and when WPD is performed. When you look at input and output of each process you don’t see what is really happening. So now I can visualize that when they say raw data that generated by the iron triangle and works through the other processes to be an input into M/C Project works WPI to develop reports. When you read the PMBOK it’s hard to visualize the process as you are reading step by step processes and the project is more of a ” progressive elaboration” :)
    Once again
    thank you

  • Dear Fahad

    Crystal clear explanation in all your blogs, can you also mention the last updation in the heading of the blog.

    thanks a lot for the clear cut explanations!

  • This is very crisp and compact info about WPD and WPI.
    谢谢for compiling and sharing with all.

    此致,
    Bhavesh Patel

  • This was very comprehensive and provided a context for my learning on this section. Thank you.

  • Your explanation helped me clear my concept until i read Page 251 of pmbok 5:

    8.3.1.4 Work Performance Data

    4.3.3.2节中描述。工作表现data can include:

    Planned vs. actual technical performance,
    计划的与实际时间表的表现,以及
    Planned vs. actual cost performance.

    And all my concepts are messed up again.
    Please help.
    Usman

    • P.S:
      Confusion: A comparison between Planned vs. actual is supposed to make it a work performance information. e.g, SV, CV

      • 你好乌斯曼,

        I think you have identified a discrepancy (or possibly I’m misunderstanding it) in the PMBOK Guide.

        However, if you go to point 4.3.3.2, it explains the correct concept.

        • 感谢您的答复。
          For the sake of information sharing, section 10.3.1.4 on page 305 of PMBOK says:

          10.3.1.4 Work Performance Data
          4.3.3.2节中描述。工作表现data organizes and summarizes the information gathered, and presents the results of comparative analysis to the performance measurement baseline.

          • My PMBOK (5th Edition) says: 10.3.1.4 Described in Section 4.3.3.2 Work performance data can include details about which communications have actually been distributed, feedback on communications, survey results on communication effectiveness, or other raw observations identified during communication activities.

            I think this supports Fahad’s explaination and perhaps PMI simply did a poor job in updating the 5th edition. @Usman, Odd that your 5th edition and mine say totally different things.

  • 谢谢… very useful ….I think you may need to modify the “Summary part” under Performance report as it still refers to old terms.

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