Planning
Establishes the scope, refines objectives, and defines the course of action to attain them.
established project management guidelines definition
The Planning Process Group consists of those processes performed to establish the total scope of the effort, define and refine the objectives, and develop the course of action required to attain those objectives. The Planning processes produce the Project Management Plan (the integrated plan) and the subsidiary plans, baselines (scope, schedule, cost), and registers (risk register, stakeholder engagement plan).
Major deliverables produced in this Process Group
- Project Management Plan
- Scope Management Plan, Requirements Management Plan
- Scope Statement, Requirements Documentation, WBS, Scope Baseline
- Schedule Management Plan, Schedule Baseline, Milestone List
- Cost Management Plan, Cost Baseline
- Quality Management Plan
- Resource Management Plan, Team Charter
- Communications Management Plan
- Risk Management Plan, Risk Register
- Procurement Management Plan
- Stakeholder Engagement Plan
- Change Management Plan
AI_PM requirements supporting Planning (57)
| ID | Description | Primary Knowledge Area |
|---|---|---|
| REQ-BUS-002 | System allows established_guidelines_conformant project execution end-to-end | Integration Management |
| REQ-FUN-002 | Store deliverables with id, project_id, name, description, status, accountable_role | Scope Management |
| REQ-FUN-003 | Store requirements with id, project_id, kind, description, acceptance_criteria, status, source_objective | Scope Management |
| REQ-FUN-004 | Store risks with id, project_id, description, probability, impact, owner, response, status | Risk Management |
| REQ-FUN-010 | Store templates with id, kind, version, body, seeded_at_install | Integration Management |
| REQ-FUN-011 | Store actors with id, kind (human/agent), display_name, auth_method, status | Resource Management |
| REQ-FUN-012 | Store delegations linking from_actor to to_actor with scope, expires_at | Resource Management |
| REQ-FUN-040 | REST API described by an OpenAPI 3.x specification | Integration Management |
| REQ-FUN-041 | REST API provides CRUD endpoints for every entity REQ-FUN-001..013 where the operation makes sense | Integration Management |
| REQ-FUN-045 | REST API versioned via URL prefix (/v1/...); breaking changes increment version | Integration Management |
| REQ-FUN-050 | MCP server exposes tools covering 100% of REST surface (parity) | Integration Management |
| REQ-FUN-051 | MCP tools accept and return JSON schemas matching REST data model | Integration Management |
| REQ-FUN-080 | Seed 17 established project management guidelines templates (charter, stakeholder, scope, requirements, WBS, schedule, cost, quality, resource, comms, risk, procurement, stakeholder mgmt, change, lessons, closure) | Integration Management |
| REQ-FUN-081 | Actor can instantiate a template into a working artifact attached to a project | Integration Management |
| REQ-FUN-090 | Requirement created in AIPM appears (or referenceable) in MAS within 1 minute | Integration Management |
| REQ-FUN-093 | Schema changes crossing MAS boundary coordinated with STK-006 before merge | Integration Management |
| REQ-FUN-098 | Hybrid two-axis capability taxonomy: established project management guidelines knowledge area + action verb | Resource Management |
| REQ-FUN-100 | Configuration loaded as merge of global + per-project overrides; project keys win | Integration Management |
| REQ-FUN-101 | Schedule activity CRUD scoped to project and work package | Schedule Management |
| REQ-FUN-102 | Activity dependency model with FS/SS/FF/SF and lag/lead | Schedule Management |
| REQ-FUN-103 | Critical-path computation triggered on schedule change | Schedule Management |
| REQ-FUN-104 | Schedule baseline as versioned, immutable snapshot | Schedule Management |
| REQ-FUN-108 | Schedule template instantiation seeds activities and dependencies | Schedule Management |
| REQ-FUN-115 | Budget allocation at project, WBS branch, and activity levels | Cost Management |
| REQ-FUN-116 | Cost baseline as versioned, insert-only snapshot of budgets | Cost Management |
| REQ-FUN-121 | Configurable cost categorization taxonomy with documented defaults | Cost Management |
| REQ-FUN-122 | Single base currency in MVP with multi-currency marked future | Cost Management |
| REQ-FUN-129 | Requirements Traceability Matrix view | Scope Management |
| REQ-FUN-130 | WBS Dictionary fields on deliverable | Scope Management |
| REQ-FUN-131 | Milestone flag on activity + Milestone List view | Schedule Management |
| REQ-FUN-132 | Project Schedule Network Diagram (PDM) view | Schedule Management |
| REQ-FUN-133 | Three-point duration estimates on activity (PERT) | Schedule Management |
| REQ-FUN-134 | Estimate basis fields (cross-cutting: duration, cost, resource) | Cost Management |
| REQ-FUN-135 | Cost estimate basis (per-budget-row) | Cost Management |
| REQ-FUN-136 | Project Funding Requirements view (stepped tranches) | Cost Management |
| REQ-FUN-139 | Team Charter artifact template (18th in seeded set) | Resource Management |
| REQ-FUN-140 | Per-activity resource_requirement rows | Resource Management |
| REQ-FUN-141 | Resource Breakdown Structure (RBS) view | Resource Management |
| REQ-FUN-145 | Stakeholder engagement assessment matrix | Stakeholder Management |
| REQ-NFR-001 | API median latency for read operations <= 200ms at 10 concurrent clients on reference machine | Quality Management |
| REQ-NFR-002 | API median latency for write operations <= 500ms at 10 concurrent clients | Quality Management |
| REQ-NFR-003 | Web UI initial page load <= 3s on reference machine over local network | Quality Management |
| REQ-NFR-004 | Audit log search returns p95 <= 1s on 100k-row dataset | Quality Management |
| REQ-NFR-010 | All non-localhost traffic over TLS 1.2+ | Risk Management |
| REQ-NFR-012 | Passwords (if stored) hashed with modern KDF (Argon2id or bcrypt) | Risk Management |
| REQ-NFR-030 | System tolerates single-process restarts without data loss | Risk Management |
| REQ-NFR-031 | Fresh install comes up within 5 minutes from installer launch to first successful login | Quality Management |
| REQ-NFR-032 | Backups schedulable; restore-from-backup produces identical operational state | Risk Management |
| REQ-NFR-040 | First-time established_guidelines_literate user can create project, add deliverable, request sign-off in <10 min without docs | Quality Management |
| REQ-NFR-050 | AIPM does not introduce parallel canonical store for data already canonical in MAS | Integration Management |
| REQ-NFR-063 | Read-only mode middleware adds <= 5 ms p99 overhead on read endpoints | Quality Management |
| REQ-NFR-064 | PWA service worker MUST NOT cache approval-decision-bearing endpoints — only static shell | Risk Management |
| REQ-NFR-067 | Critical-path computation completes within 500 ms for up to 500 activities | Schedule Management |
| REQ-NFR-068 | Schedule baseline and cost baseline rows are insert-only at DB role level | Schedule Management |
| REQ-NFR-070 | Cost amounts stored as fixed-precision integer cents, never float | Cost Management |
| REQ-STK-002 | Agent users receive consistent, machine-friendly errors and pagination (STK-003) | Communications Management |
| REQ-STK-004 | MAS maintainer consulted on any schema crossing the integration boundary (STK-006) | Stakeholder Management |