Monitoring & Controlling
Tracks, reviews, and regulates progress and performance; identifies necessary changes.
established project management guidelines definition
The Monitoring and Controlling Process Group consists of those processes required to track, review, and orchestrate the progress and performance of the project; identify any areas in which changes to the plan are required; and initiate the corresponding changes. The key benefit of this process group is that project performance is measured and analyzed at regular intervals, appropriate events, or exception conditions to identify variances from the plan.
Major deliverables produced in this Process Group
- Work performance reports
- Earned Value Management metrics
- Audit log entries
- Change requests / Change log updates
- Schedule forecasts, Cost forecasts
- Validated/accepted deliverables (Validate Scope output)
- Sign-off decisions (approvals/rejections)
AI_PM requirements supporting Monitoring & Controlling (32)
| ID | Description | Primary Knowledge Area |
|---|---|---|
| REQ-BUS-003 | System preserves sponsor approval authority for charter, scope, schedule, budget changes | Integration Management |
| REQ-FUN-005 | Store sign-offs with id, subject_kind, subject_id, mode, state, requested_by, created_at | Quality Management |
| REQ-FUN-006 | Store sign-off events (requested, approved, rejected, delegated) tied to sign-off id | Quality Management |
| REQ-FUN-007 | Append-only audit log of every create/update/approve/reject/transition | Integration Management |
| REQ-FUN-024 | Board queryable by state, project, claimant, posted-by, and date range | Communications Management |
| REQ-FUN-026 | Claimed item cancellable by original poster or sponsor; cancellation audited | Communications Management |
| REQ-FUN-030 | Actor can request a sign-off on any sign-off-eligible subject | Quality Management |
| REQ-FUN-031 | Sign-off any-of mode (one approver suffices) | Quality Management |
| REQ-FUN-032 | Sign-off all-of mode (every named approver must approve) | Quality Management |
| REQ-FUN-033 | Approve via REST/MCP/web UI with identical audit rows | Quality Management |
| REQ-FUN-034 | Approver can reject with required rationale text | Quality Management |
| REQ-FUN-035 | Approver can delegate to another actor within configured delegation scope | Resource Management |
| REQ-FUN-036 | Rejected sign-off is not reusable; new sign-off ID required for re-request | Quality Management |
| REQ-FUN-038 | Agent actor only approves sign-offs whose subject falls within delegated scope | Resource Management |
| REQ-FUN-063 | Web UI allows approval, rejection, and delegation actions | Quality Management |
| REQ-FUN-064 | Web UI allows audit log search by entity, actor, date range | Integration Management |
| REQ-FUN-065 | Web UI allows report export (CSV, JSON) of major entities | Communications Management |
| REQ-FUN-070 | Every state-changing operation produces exactly one audit row | Integration Management |
| REQ-FUN-071 | Audit log append-only at DB level (no UPDATE or DELETE granted to app role) | Integration Management |
| REQ-FUN-072 | Audit log includes tamper-detection (hash chain or equivalent) | Integration Management |
| REQ-FUN-073 | Audit log retrievable via REST and UI | Communications Management |
| REQ-FUN-074 | Audit log retains rows indefinitely in MVP (no automatic purge) | Integration Management |
| REQ-FUN-092 | Reconciliation report lists drift between AIPM and MAS for requirement, plan, memory | Integration Management |
| REQ-FUN-096 | Global read-only mode controlled by AIPM_READ_ONLY environment variable | Integration Management |
| REQ-NFR-011 | Bearer tokens revocable with configurable expiry | Risk Management |
| REQ-NFR-013 | Audit log append-only at the DB role level | Integration Management |
| REQ-NFR-020 | Every mutation produces exactly one audit row regardless of API surface | Integration Management |
| REQ-NFR-021 | Audit rows include actor, ts (UTC ISO 8601), entity kind/id, before/after, change reason | Integration Management |
| REQ-NFR-022 | Audit log exportable in CSV/JSON/NDJSON for offline analysis | Communications Management |
| REQ-NFR-062 | All scope changes flow through the change control plan | Integration Management |
| REQ-NFR-066 | Send-text/poll-output fallback channel rate-limited per agent token (60 send-text/min, 600 poll-output/min default) | Communications Management |
| REQ-STK-005 | Auditor receives an exportable, tamper-evident audit log (STK-009) | Stakeholder Management |
| REQ-FUN-105 | Schedule slippage detection vs approved baseline | Schedule Management |
| REQ-FUN-107 | Schedule report (variance + SPI by project / WBS branch / time window) | Schedule Management |
| REQ-FUN-111 | Per-activity forecasted finish date from EV + SPI | Schedule Management |
| REQ-FUN-112 | Resource over-allocation flag (read-only, no auto-leveling) | Schedule Management |
| REQ-FUN-113 | Post-baseline schedule changes require approved Change Request | Schedule Management |
| REQ-FUN-118 | EVM rollup (PV, EV, AC, CV, SV, CPI, SPI, EAC, ETC, VAC, TCPI) | Cost Management |
| REQ-FUN-119 | Cost report (project / WBS branch / time window) | Cost Management |
| REQ-FUN-120 | EAC forecasting (CPI / CPI*SPI / optimistic methods) | Cost Management |
| REQ-NFR-069 | EVM rollup deterministic + reproducible from inputs | Cost Management |
| REQ-NFR-073 | Post-baseline cost changes require approved Change Request | Cost Management |