List of Figures xx
List of Tables xxiv
List of Contributors xxv
About the Authors and Editors xxvii
Preface xxix
Acknowledgments xxxiii
1 Introduction 1
Artem Shushkov, CPEM and Valerie P. Denney, DBA, PMP
1.1 Purpose of This Handbook 1
1.2 EPMgrs Are Unique 1
1.3 Engineering Project 2
1.4 The Evolving Landscape of Project Management 4
1.5 Interrelations Between R&D, Technology, Engineering, and Innovation 5
1.6 Role of Technology in Corporate Competitiveness 7
1.8 How the Handbook Is Organized 13
2 Life Cycle Models and Tailoring 17
Artem Shushkov, CPEM
2.1 Introduction 17
2.2 Fundamental Concepts 18
2.3 Comparing Popular Life Cycle Models 19
2.4 Selecting the Right Model: Key Factors 25
2.5 Scaling Models to Specific Project Needs 26
3 Project Controls 33
Artem Shushkov, CPEM and Terry R. Collins, PhD, PE, CPEM
3.1 Introduction 33
3.2 Quantitative Tools and Techniques 33
3.3 Qualitative Tools and Techniques 34
3.4 Fundamental Concepts 34
3.5 Artificial Intelligence in Project Controls 47
3.6 Global Considerations for Project Controls 47
3.7 Inter-competency Linkages 48
3.8 Practical Applications and/or Case Studies 49
4 Financial Management 57
Artem Shushkov, CPEM
4.1 Introduction 57
4.2 Quantitative Tools and Techniques 57
4.3 Qualitative Tools and Techniques 58
4.4 Fundamental Concepts of Project Selection 58
4.5 Artificial Intelligence in Financial Management 86
4.6 Global Considerations for Financial Management 87
4.7 Inter-competency Linkages 88
4.8 Practical Applications and/or Case Studies 88
5 Requirements Management 97
James Marion, PhD, RMP, PMP and Valerie P. Denney, DBA, PMP
5.1 Introduction 97
5.2 Quantitative Tools and Techniques 98
5.3 Qualitative Tools and Techniques 98
5.4 Fundamental Concepts 98
5.5 Artificial Intelligence in Requirements Management 117
5.6 Global Considerations for Requirement Management 118
5.7 Inter-competency Linkages 119
5.8 Practical Applications and/or Case Studies 120
6 Value Engineering 129
Artem Shushkov, CPEM
6.1 Introduction 129
6.2 Quantitative Tools and Techniques 129
6.3 Qualitative Tools and Techniques 130
6.4 Fundamental Concepts 130
6.5 Artificial Intelligence in Value Engineering 145
6.6 Global Considerations for Value Engineering 146
6.7 Inter-competency Linkages 147
6.8 Practical Applications and/or Case Studies 147
7 Risk and Safety Management 155
James Marion, PhD, RMP, PMP and Valerie P. Denney, DBA, PMP
7.1 Introduction 155
7.2 Quantitative Tools and Techniques 156
7.3 Qualitative Tools and Techniques 156
7.4 Fundamental Concepts 156xii Contents
7.5 Artificial Intelligence in Risk and Safety Management 183
7.6 Global Considerations for Risk and Safety Management 184
7.7 Inter-competency Linkages 185
7.8 Practical Applications and/or Case Studies 185
8 Leadership 193
Gene Dixon, PhD, CPEM, FASEM and Daryl Watkins, DM, PMP, PCC
8.1 Introduction 193
8.2 Quantitative Tools and Techniques 194
8.3 Qualitative Tools and Techniques 194
8.4 Fundamental Concepts 194
8.5 Artificial Intelligence in Leadership 207
8.6 Global Considerations in Leadership 208
8.7 Inter-competency Linkages 209
8.8 Practical Applications and/or Case Studies 210
9 Communications 217
Gene Dixon, PhD, CPEM, FASEM
9.1 Introduction 217
9.2 Qualitative Tools and Techniques 218
9.3 Fundamental Concepts 218
9.4 Artificial Intelligence in Communications 240
9.5 Global Considerations for Communication 241
9.6 Inter-competency Linkages 244
9.7 Practical Applications and/or Case Studies 244
10 Configuration Management 249
Gene Dixon, PhD, CPEM, FASEM
10.1 Introduction 249
10.2 Quantitative Tools and Techniques 249
10.3 Qualitative Tools and Techniques 250
10.4 Fundamental Concepts 250
10.5 Artificial Intelligence in CM 261
10.6 Global Considerations for CM 262
10.7 Inter-competency Linkages 263
10.8 Practical Applications 263
11 Resource Management 269
Artem Shushkov, CPEM
11.1 Introduction 269
11.2 Quantitative Tools and Techniques 269
11.3 Qualitative Tools and Techniques 269
11.4 Fundamental Concepts 270
11.5 Artificial Intelligence in Resource Management 282
11.6 Global Considerations for Resource Management 283
11.7 Inter-competency Linkages 284
11.8 Practical Applications and/or Case Studies 284xvi Contents
12 Quality Management 291
James Marion, PhD, PMP, PMI-RMP and Valerie P. Denney, DBA, PMP
12.1 Introduction 291
12.2 Quantitative Tools and Techniques 291
12.3 Qualitative Tools and Techniques 292
12.4 Fundamental Concepts 292
12.5 Artificial Intelligence in QM 310
12.6 Global Considerations for QM 311
12.7 Inter-competency Linkages 312
12.8 Practical Applications and/or Case Studies 312
13 Ethics and Professional Responsibility 321
Valerie P. Denney, DBA, PMP
13.1 Introduction 321
13.2 Qualitative Tools and Techniques 322
13.3 Fundamental Concepts 322
13.4 Artificial Intelligence in Ethics and Professional Responsibility 328
13.5 Global Considerations Ethics and Professional Responsibility 329
13.6 Inter-competency Linkages 330
13.7 Practical Applications and/or Case Studies 330
14 Regulatory Responsibility and Intellectual Property Management 337
Artem Shushkov, CPEM
14.1 Introduction 337
14.2 Quantitative Tools and Techniques 337
14.3 Qualitative Tools and Techniques 338
14.4 Fundamental Concepts 338
14.5 Artificial Intelligence in Regulatory Responsibility and IP Management 362
14.6 Global Considerations for Regulatory Responsibility and IP Management 364
14.7 Inter-competency Linkages 367
14.8 Practical Applications and/or Case Studies 367
15 Knowledge Management 375
Artem Shushkov, CPEM
15.1 Introduction 375
15.2 Quantitative Tools and Techniques 375
15.3 Qualitative Tools and Techniques 376
15.4 Fundamental Concepts 376
15.5 Artificial Intelligence in KM 389
15.6 Global Considerations for KM 390Contents xix
15.7 Inter-competency Linkages 391
15.8 Practical Applications and/or Case Studies 392
Acronyms 393
Glossary 393
References 394
Recommended Reading List 395
Appendix A - Summary of Generative Artificial Intelligence Sections 397
Appendix B - Summary of Case Studies and Practical Applications 401
Appendix C - Summary of Global Considerations 405
Index 409
