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GB/T 37507-2025Project, programme and portfolio management - Guidance on project management (English PDF)

项目、项目群和项目组合管理 项目管理指南

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Issued by

State Administration for Market Regulation, China National Standardization Administration

Level / Type

National · Recommended

Issue date

March 28, 2025

Implementation date

March 28, 2025

Scope

GB/T 37507-2025 is the English-translated version of 项目、项目群和项目组合管理 项目管理指南.

GB/T 37507-2025 — This document provides guidance on project management and is applicable to any purpose, transaction, or project management of government organizations, enterprises, institutions, and social groups. payment method, life cycle model used, complexity, size, cost, or duration of the project.

Note. Delivery methods can be a variety of methods or processes appropriate to the type of output, such as predictive, incremental, iterative, adaptive, or hybrid, including agile. method.

This document provides a high-level description of practices that are considered to work well and produce good results in the context of project management. Guidance on programme or portfolio management is not provided.

Topics relating to general management are described only in the context of project management.

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Document preview — GB/T 37507-2025

National Standard of the People's Republic of China

ICS
03.100.40
Classification
A 02
Replacing
GB/T 37507-2019

Issued by: State Administration for Market Regulation, China National Standardization Administration

Contents

  • Preface
  • Introduction
  • 1 Scope
  • 2 Normative references
  • 3 Terms and Definitions
  • 4 Project Management Concepts
  • 4.1 Overview
  • 4.1.1 Overview
  • 4.1.2 Item
  • 4.1.3 Project Management
  • 4.2 Background
  • 4.2.1 Impact of project background
  • 4.2.2 Organizational strategies and projects
  • 4.2.3 Customer and supplier perspectives
  • 4.2.4 Project Constraints
  • 4.2.5 Standalone projects, programmes or projects that form part of a portfolio
  • 4.3 Project Governance
  • 4.3.1 Governance Framework
  • 4.3.2 Business case
  • 4.4 Project Life Cycle
  • 4.5 Project Organization and Roles
  • 4.5.1 Project Organization
  • 4.5.2 Sponsoring organization
  • 4.5.3 Project Committee
  • 4.5.4 Promoter
  • 4.5.5 Project Assurance
  • 4.5.6 Project Manager
  • 4.5.7 Project Office
  • 4.5.8 Work Package Leader
  • 4.5.9 Project Team Members
  • 4.5.10 Stakeholders
  • 4.5.11 Other roles
  • 4.6 Capacity of project personnel
  • 5 Prerequisites for Formal Implementation of Project Management
  • 5.1 Overview
  • 5.2 Considerations for implementing project management
  • 5.3 Continuous Improvement of the Project Management Environment
  • 5.4 Alignment with organizational processes and systems
  • 6 Comprehensive Project Management Practice
  • 6.1 Overview
  • 6.2 Pre-project activities
  • 6.3 Monitoring Project
  • 6.4 Guidance Project
  • 6.5 Start Project
  • 6.5.1 Overview
  • 6.5.2 Project Team Mobilization
  • 6.5.3 Project governance and management methods
  • 6.5.4 Preliminary project demonstration
  • 6.5.5 Preliminary project planning
  • 6.6 Control Items
  • 6.6.1 Overview
  • 6.6.2 Continuous Demonstration
  • 6.6.3 Managing Project Performance
  • 6.6.4 Managing the Startup and Closure of Project Phases
  • 6.6.5 Managing the initiation, progress and closure of work packages
  • 6.7 Management Delivery
  • 6.8 Closure or termination of project
  • 6.9 Post-project activities
  • 7 Project Management Practice
  • 7.1 Overview
  • 7.2 Project Planning and Management
  • 7.2.1 Overview
  • 7.2.2 Make a plan
  • 7.2.3 Monitoring plan
  • 7.3 Revenue Management
  • 7.3.1 Overview
  • 7.3.2 Identifying and Analyzing Benefits
  • 7.3.3 Monitoring revenue
  • 7.3.4 Maintaining Profits
  • 7.4 Scope Management
  • 7.4.1 Overview
  • 7.4.2 Definition of scope
  • 7.4.3 Control scope
  • 7.4.4 Confirm scope delivery
  • 7.5 Resource Management
  • 7.5.1 Overview
  • 7.5.2 Planning project organization
  • 7.5.3 Team Building
  • 7.5.4 Team Building
  • 7.5.5 Management Team
  • 7.5.6 Planning, managing and controlling physical resources
  • 7.6 Progress Management
  • 7.6.1 Overview
  • 7.6.2 Estimating Activity Duration
  • 7.6.3 Developing a schedule
  • 7.6.4 Control schedule
  • 7.7 Cost Management
  • 7.7.1 Overview
  • 7.7.2 Estimating costs
  • 7.7.3 Budgeting
  • 7.7.4 Controlling costs
  • 7.8 Risk Management
  • 7.8.1 Overview
  • 7.8.2 Identifying risks
  • 7.8.3 Assessing Risks
  • 7.8.4 Dealing with risks
  • 7.8.5 Controlling Risks
  • 7.9 Problem Management
  • 7.9.1 Overview
  • 7.9.2 Identification Problem
  • 7.9.3 Solving Problem
  • 7.10 Change Control Management
  • 7.10.1 Overview
  • 7.10.2 Establish a change control framework
  • 7.10.3 Identify and evaluate change requests
  • 7.10.4 Implementation of planning change applications
  • 7.10.5 Implementing and closing change requests
  • 7.11 Quality Management
  • 7.11.1 Overview
  • 7.11.2 Planning Quality
  • 7.11.3 Quality Assurance
  • 7.11.4 Quality control
  • 7.12 Stakeholder Management
  • 7.12.1 Overview
  • 7.12.2 Identifying stakeholders
  • 7.12.3 Managing stakeholders
  • 7.13 Communication Management
  • 7.13.1 Overview
  • 7.13.2 Planning and Communication
  • 7.13.3 Distribution Information
  • 7.13.4 Monitoring communication impact
  • 7.14 Organizational Change Management
  • 7.14.1 Overview
  • 7.14.2 Identifying the need for change
  • 7.14.3 Implementing organizational change
  • 7.15 Project reporting management
  • 7.15.1 Overview
  • 7.15.2 Planning project report
  • 7.15.3 Management project reporting
  • 7.15.4 Submitting written reports
  • 7.16 Information and Document Management
  • 7.16.1 Overview
  • 7.16.2 Identifying information to be managed
  • 7.16.3 Storing and retrieving information and documents
  • 7.17 Procurement Management
  • 7.17.1 Overview
  • 7.17.2 Planning and Procurement
  • 7.17.3 Evaluation and selection of suppliers
  • 7.17.4 Management contracts
  • 7.17.5 Closing a Contract
  • 7.18 Lessons Learned Management
  • 7.18.1 Overview
  • 7.18.2 Identifying lessons learned
  • 7.18.3 Sharing experiences and lessons learned
  • Appendix A (Informative) Practice-based Project Management Process
  • References

Foreword

This document is in accordance with the provisions of GB/T 1.1-2020 "Guidelines for standardization work Part 1: Structure and drafting rules for standardization documents" Drafting.

This document replaces GB/T 37507-2019 "Project Management Guidelines". Compared with GB/T 37507-2019, except for structural adjustments and editing in addition to the functional changes, the main technical changes are as follows.

a) the name of the standard was changed from "Project Management Guide" to "Project, Programme and Portfolio Management Guide";

b) The concept of project management has been changed to include the supervision and guidance activities of the sponsoring organization related to the project (see Section 6 Chapter 3 of the 2019 edition);

c) Added the terms "benefits" and "outcomes" (see 3.2 and 3.13) and their related contents (see Chapters 4, 5, 6 and 7);

d) Added the organizational context factors of the project (see 4.2);

e) Added roles and responsibilities for the project organization (see 4.5);

f) Added descriptions of creating a project environment conducive to success (see 4.2 and 4.3), project life cycle, decision points and key nodes, etc.

(see 4.4);

g) Added description of pre-project and post-project activities (see Chapter 6);

h) Added project management practices (see Chapter 7);

i) The content format has changed from a process-based description to a practical and factual description (see Chapter 7, 2019 Edition).

Chapter 4).

This document is an equivalent to ISO 21502:2020 "Project, programme and portfolio management – Guidelines for project management".

Introduction

ISO 21502:2020, Project, programme and portfolio management, guideline for project management, replaces ISO 21500:2012, Project management ISO 21500 standard numbers are used separately.

This document provides guidance on project management concepts and practices that are essential to the successful delivery of projects and it will have an impact on the successful delivery of the project.

The intended audience for this document include but are not limited to.

a) Executive management and senior management. This document is intended to help them better understand project management and to Provide appropriate support and guidance to those who are affected;

b) individuals involved in the governance, direction, assurance, review and management of the project, such as the sponsor, project committee, auditors and project manager;

c) Project managers and project team members, this document provides a common basis for understanding, executing, comparing, evaluating, and communicating their projects.

The practical methods used in the project;

d) Developer of industry or organizational project management standards, processes and methods.

Additionally, this document may be useful to individuals involved in supporting.

a) portfolio and programme governance, direction and management;

b) project teams, programme and project offices or similar organisational structures;

c) academic research in project, programme and portfolio management;

d) Functions related to project management, such as finance, accounting, human resource management, procurement and legal affairs.

Project, Programme and Portfolio Management Project Management Guide

1 Scope

This document provides guidance on project management and is applicable to any purpose, transaction, or project management of government organizations, enterprises, institutions, and social groups.

payment method, life cycle model used, complexity, size, cost, or duration of the project.

Note. Delivery methods can be a variety of methods or processes appropriate to the type of output, such as predictive, incremental, iterative, adaptive, or hybrid, including agile.

method.

This document provides a high-level description of practices that are considered to work well and produce good results in the context of project management.

Guidance on programme or portfolio management is not provided. Topics relating to general management are described only in the context of project management.

2 Normative references

This document has no normative references.

3 Terms and definitions

The following terms and definitions apply to this document.

Baseline

Baseline

A comparative reference for monitoring and controlling performance.

[Source. ISO/T R21506.2018,3.5] 3.2 benefit Advantages, value or other positive impact created.

[Source. ISO/T R21506.2018,3.6] 3.3 Business case written justification supporting commitment decisions for a project (3.20), programme (3.18) or portfolio (3.15)

[Source. ISO/T R21506.2018,3.8] 3.4 Change request Documentation of proposed changes to an item (3.20).

[Source. ISO/T R21506.2018,3.10] 3.5

......
This preview omits tables, figures, formulas and parts of the technical clauses. The complete document — 42 pages — is available in the English PDF.

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