本书结合相关实例对装备领域订购项目、预先研究项目、研制项目等进行总结分析，为装备领域信息系统项目管理提供参考。本书首先详述项目管理基本理论、方法及技术手段，介绍项目管理发展历程，分析经典的项目管理成功案例，进而分析新技术背景下项目管理的发展趋势；其次介绍装备领域项目管理发展历程及特点，重点介绍装备全寿命管理，以及采办项目管理流程；再次详述信息系统项目管理特点，重点分析新一代信息技术给传统项目管理带来的冲击；最后介绍装备领域信息系统项目管理流程，并给出实例分析，总结项目管理创新方法和项目成功经验，以及类似项目管理流程的工作模式。

胡馨升，女，1989年10月出生，党员，博士研究生，高级工程师。主要从事军工、信息化、项目管理等领域相关工作，累计在国内外杂志发表高水平论文23篇。

第一章 项目管理概论···································································.001
1.1 项目管理的概念及特征························································.001
1.1.1 项目······································································.001
1.1.2 项目集与项目组合·····················································.004
1.1.3 项目管理································································.007
1.2 项目管理发展历程······························································.012
1.2.1 项目管理发展阶段·····················································.012
1.2.2 我国项目管理的发展··················································.018
1.2.3 项目管理发展趋势·····················································.024
1.2.4 成功的项目管理案例··················································.029
1.3 项目管理标准化及职业化·····················································.044
1.3.1 项目管理组织介绍·····················································.044
1.3.2 项目管理标准化发展··················································.049
1.3.3 项目经理职业化发展··················································.055
1.4 新技术背景下的项目管理特点···············································.058
1.4.1 特点······································································.058
1.4.2 有潜力行业·····························································.059
第二章 项目管理理论···································································.061
2.1 项目管理理论的重要性························································.061
2.2 项目管理知识体系······························································.062
2.2.1 五大过程组·····························································.062
2.2.2 十大知识领域··························································.063
2.3 现代项目管理理念与模型·····················································.073
2.3.1 六西格玛原则··························································.073
2.3.2 PDCA 循环······························································.074
2.3.3 6S 管理··································································.077
2.3.4 质量控制方法··························································.078
2.3.5 SMART 原则····························································.080
2.3.6 3C 战略三角模型······················································.080
2.3.7 麦肯锡7S 模型·························································.081
2.3.8 五力模型································································.083
2.4 项目管理工具与技术···························································.084
2.4.1 甘特图···································································.084
2.4.2 鱼骨图···································································.085
2.4.3 直方图···································································.086
2.4.4 决策树···································································.087
2.4.5 风险评估矩阵··························································.089
2.4.6 工作分解结构··························································.090
2.4.7 挣值分析································································.091
2.4.8 关键路径法·····························································.093
2.4.9 SWOT 分析法··························································.094
2.4.10 5W2H 分析法·························································.095
2.5 项目管理软件及公司···························································.096
2.5.1 软件······································································.096
2.5.2 公司······································································.098
第三章 装备领域项目管理发展及特点···········································.101
3.1 美军对项目管理发展的促进··················································.101
3.1.1 美军与项目管理的渊源···············································.101
3.1.2 组织形式的促进························································.102
3.1.3 管理方法的促进························································.102
3.1.4 技术水平的促进························································.104
3.2 我国国防科研的发展···························································.104
3.2.1 发展阶段································································.104
3.2.2 国防大事件·····························································.108
3.3 民为军用发展····································································.113
3.3.1 发展及内涵·····························································.113
3.3.2 我军······································································.116
3.3.3 外军······································································.118
3.4 装备领域项目管理特点························································.124
3.4.1 军方采购特点··························································.124
3.4.2 装备全寿命管理························································.126
3.4.3 采办项目管理··························································.134
3.4.4 预先研究项目管理·····················································.137
3.4.5 研制项目管理··························································.145
第四章 信息系统项目管理理论·····················································.149
4.1 信息及信息系统内涵···························································.149
4.1.1 信息与信息化··························································.149
4.1.2 信息系统································································.152
4.2 信息技术发展····································································.165
4.2.1 概述······································································.165
4.2.2 新一代信息技术························································.170
4.3 信息系统项目管理······························································.178
4.3.1 与传统项目管理的联系与区别······································.178
4.3.2 经典模型································································.181
4.3.3 信息系统管理··························································.184
4.3.4 信息技术服务管理·····················································.199
第五章 装备领域信息系统订购流程··············································.209
5.1 立项申报··········································································.209
5.1.1 立项申报流程··························································.209
5.1.2 项目申请书总体框架··················································.210
5.1.3 项目申请书的编写难点···············································.213
5.2 采购招标··········································································.215
5.2.1 采购管理································································.215
5.2.2 招标管理································································.217
5.2.3 合同管理································································.218
5.3 订购················································································.223
5.3.1 工作程序································································.223
5.3.2 管理办法································································.225
5.4 项目实施··········································································.226
5.4.1 组织机构及职责························································.226
5.4.2 作业指导书·····························································.227
5.5 竣工验收··········································································.229
5.5.1 步骤及内容·····························································.229
5.5.2 材料及文件·····························································.230
5.5.3 竣工图···································································.231
5.6 付款结算··········································································.232
5.6.1 结算准备································································.232
5.6.2 结算类型································································.232
5.7 财务验收··········································································.234
5.7.1 流程······································································.234
5.7.2 主要内容和主要问题··················································.235
5.7.3 审查要点································································.237
第六章 装备领域信息系统3 类研发项目·······································.240
6.1 预先研究项目管理······························································.240
6.1.1 项目论证与发布························································.240
6.1.2 年度计划编制··························································.241
6.1.3 指南论证与发布························································.241
6.1.4 立项评审与结果报批··················································.242
6.1.5 合同签订································································.243
6.1.6 合同履行································································.243
6.1.7 结题验收································································.244
6.2 研制项目管理····································································.244
6.2.1 基本内涵································································.245
6.2.2 硬件研制流程··························································.245
6.2.3 软件研制流程··························································.245
6.2.4 管理模式································································.246
6.2.5 管理要点································································.252
6.3 系统集成项目管理······························································.253
6.3.1 基本内涵································································.253
6.3.2 制度机制································································.254
6.3.3 主要程序································································.255
6.3.4 项目类别及环节························································.256
6.3.5 费用依据································································.257
第七章 装备领域信息系统项目管理实例········································.258
7.1 订购流程项目管理实例························································.258
7.1.1 项目背景································································.258
7.1.2 项目梳理································································.260
7.1.3 合同标的确认··························································.264
7.1.4 合同评审································································.268
7.1.5 合同签订································································.271
7.1.6 节点款拨付·····························································.273
7.2 预先研究项目管理实例························································.277
7.2.1 项目背景································································.277
7.2.2 管理模式································································.278
7.2.3 管理方法创新··························································.282
7.3 研制项目管理实例······························································.285
7.3.1 项目背景································································.285
7.3.2 管理模式································································.285
7.3.3 经验总结································································.290