Software baseline template

Excel Word PDF. Manage scope creep with this baseline template, comprised of a project scope statement, work breakdown structure , and WBS dictionary.

The dictionary includes WBS numbering, task information including owner and status , and other details for planning and tracking. The tree diagram makes it easy to visually break down project levels and tasks. This template provides an outline for creating a comprehensive scope of work for a construction project.

It includes sections for a project overview, scope breakdown, schedule with starting and ending dates , and list of deliverables and reports that the contractor will provide. You can modify the outline for a range of construction projects or customize the outline to create an engineering project scope template. Word PDF. Create an IT project scope that includes background information, resource requirements, a timeline, risks, and more.

You can also include details on project team members, itemized expenses, and criteria for completion. This Excel template will help you to keep your IT project on track and plan for a successful outcome. Excel PDF. The schedule baseline provides a reference point for managing project progress as it pertains to schedule and timeline.

Be sure to consult our Work Breakdown Structure Template. The WBS for the SmartVoice Project is comprised of work packages which do not exceed 40 hours of work but are at least 4 hours of work. Work packages were developed through close collaboration among project team members and stakeholders with input from functional managers and research from past projects.

These definitions include all tasks, resources, and deliverables. Every work package in the WBS is defined in the WBS Dictionary and will aid in resource planning, task completion, and ensuring deliverables meet project requirements. The schedule was completed, reviewed by the Project Sponsor, and approved and base-lined. If established boundary controls may be exceeded, a change request will be submitted to the Project Manager. The Project Manager and team will determine the impact of the change on the schedule, cost, resources, scope, and risks.

If it is determined that the impacts will exceed the boundary conditions then the change will be forwarded to the Project Sponsor for review and approval. The SmartVoice boundary conditions are:. If the change is approved by the Project Sponsor then it will be implemented by the Project Manager who will update the schedule and all documentation and communicate the change to all stakeholders in accordance with the Change Control Process.

This part of the Project Plan should describe your change control process. Ideally, this process will be some type of organizational standard which is repeatable and done on most or all projects when a change is necessary.

Changes to any project must be carefully considered and the impact of the change must be clear in order to make any type of approval decisions. Many organizations have change control boards CCBs which review proposed changes and either approve or deny them.

This is an effective way to provide oversight and ensure adequate feedback and review of the change is obtained. This section of the project management plan template gives you an place where you should also identify who has approval authority for changes to the project, who submits the changes, how they are tracked and monitored.

For complex or large projects the Change Management Plan may be included as an appendix to the Project Management Plan or as a separate, stand-alone document. We have a detailed Change Management Plan Template available on our website. Any team member or stakeholder may submit a change request for the SmartVoice Project.

All change requests will be logged in the change control register by the Project Manager and tracked through to completion whether approved or not. The purpose of the Communications Management Plan is to define the communication requirements for the project and how information will be distributed to ensure project success. You should give considerable thought to how you want to manage communications on every project.

In this section you should provide an overview of your communications management approach. Generally, the Communications Management Plan defines the following:. For larger and more complex projects, the Communications Management Plan may be included as an appendix or separate document apart from the Project Management Plan.

We have a detailed Communications Management Plan Template available on our website. This Communications Management Plan sets the communications framework for this project. It will serve as a guide for communications throughout the life of the project and will be updated as communication requirements change. This plan identifies and defines the roles of SmartVoice project team members as they pertain to communications.

It also includes a communications matrix which maps the communication requirements of this project, and communication conduct for meetings and other forms of communication.

A project team directory is also included to provide contact information for all stakeholders directly involved in the project. The Project Manager will take the lead role in ensuring effective communications on this project.

The communications requirements are documented in the Communications Matrix below. The Communications Matrix will be used as the guide for what information to communicate, who is to do the communicating, when to communicate it, and to whom to communicate. Meetings: The Project Manager will distribute a meeting agenda at least 2 days prior to any scheduled meeting and all participants are expected to review the agenda prior to the meeting.

During all project meetings the timekeeper will ensure that the group adheres to the times stated in the agenda and the recorder will take all notes for distribution to the team upon completion of the meeting. It is imperative that all participants arrive to each meeting on time and all cell phones and blackberries should be turned off or set to vibrate mode to minimize distractions. Meeting minutes will be distributed no later than 24 hours after each meeting is completed.

Email: All email pertaining to the SmartVoice Project should be professional, free of errors, and provide brief communication. Email should be distributed to the correct project participants in accordance with the communication matrix above based on its content. If the email is to bring an issue forward then it should discuss what the issue is, provide a brief background on the issue, and provide a recommendation to correct the issue.

Informal Communications: While informal communication is a part of every project and is necessary for successful project completion, any issues, concerns, or updates that arise from informal discussion between team members must be communicated to the Project Manager so the appropriate action may be taken.

It sets the format and standards by which the project costs are measured, reported, and controlled. Working within the cost management guidelines is imperative for all project team members to ensure successful completion of the project. These guidelines may include which level of the WBS cost accounts will be created in and the establishment of acceptable variances.

The Cost Management Plan:. For complex or large projects the Cost Management Plan may be included as an appendix to the Project Plan or as a separate, stand-alone document. In addition to this project plan template we have a detailed Cost Management Plan Template available on our website. Using earned value calculations, the Project Manager is responsible for accounting for cost deviations and presenting the Project Sponsor with options for getting the project back on budget.

All budget authority and decisions, to include budget changes, reside with the SmartVoice Project Sponsor. For the SmartVoice Project, control accounts will be created at the fourth level of the WBS which is where all costs and performance will be managed and tracked. Costs may be rounded to the nearest dollar and work hours rounded to the nearest whole hour. Child configuration items are appropriate when you have imported configuration data from a Best Practices configuration baseline and you want to be able to update the configuration data when new versions are released that will continue to pass their properties onto the child configuration item.

Another scenario for using child configuration item is when you need to retain inheritance for precise administration. For example, you can use a child configuration item if you have a configuration item that defines a corporate security policy that all computers must comply with, but your finance department computers are subject to additional security requirements. In this situation, you might create a child configuration item from the corporate security policy configuration item.

The child configuration item inherits all the properties from the corporate security policy, but it is edited to contain the additional security requirements. If the corporate security policy changed, the original configuration item could be modified without having to also modify the configuration item for the computers in the finance department. Similarly, if the requirements for the finance department computers changed, only the child configuration item would need to be modified and not the original configuration item that defines the corporate security policy.

A duplicate configuration item is an exact copy of another configuration item that does not retain any relationship to the original configuration item. You can therefore use a duplicate configuration item as a template to modify just a few properties and independently retain both configuration items, or you can use it when you have imported a read-only configuration item for example, from a Best Practices configuration baseline and want to use the configuration item with modification and not retain any inheritance from the original configuration item.

Additionally, if you want to use an imported configuration item but delete from it objects or settings or their related validation criteria , your only editing choice is to create a duplicate configuration item and edit that duplicate configuration item accordingly.

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Any additional feedback? Note Although you can assign configuration baselines to a collection that contains users, the configuration baselines are evaluated only by computers in the collection. Submit and view feedback for This product This page. View all page feedback. On the Rules page, select New , then select the Include configured baselines in compliance policy assessment condition.

Click OK , then Next to get to the Summary page. In the Compliance Polices node, right-click on the policy you created, and select Deploy. Choose your collection, alert generation settings, and your compliance evaluation schedule for the policy. Right-click on an existing baseline that's deployed to a device collection, then select Properties.

If needed, you can create a new baseline. Enable the Evaluate this baseline as part of compliance policy assessment setting. Skip to main content. This browser is no longer supported. Download Microsoft Edge More info. Contents Exit focus mode. Please rate your experience Yes No. Any additional feedback?

Tip There's no way to specify the order that the Configuration Manager client evaluates the configuration items in a baseline. Important You must limit each configuration baseline to no more than software updates. Note The Change Purpose list is available only if you clicked the option This configuration item contains application settings on the General page of the Create Configuration Item Wizard. Note Modifying an existing baseline, such as setting Always apply this baseline for co-managed clients , will increment the baseline content version.

Important When targeting devices that are co-managed, ensure you meet the co-management prerequisites.