01181.18-2013 engineering project management ¿c documentation management regulation v1.14

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    Engineering Project Management Documentation Management Regulation

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    Enterprise Standard of ZTE Corporation

    Name Engineering Project Management Documentation Management Regulation

    Category Management Standard NumberQ/ZX 01181.18-2013

    !ning

    Process

    Engineering & Service/Engineering Delivery/Engineering Pr!ect Management/Dc"ment

    Management

    Responsible

    "nit

    Engineering Sl"tin De#artment

    Drafted by $i" %ngmei0000'3 #ppro$ed

    by

    ()en *"+i1000,'

    %ssued on 2013-0,-1 Effecti$e

    from

    2013-0,-1

    1 Purpose....................................................................3

    2 Overview...................................................................3

    3 Terms, Deinitions, !"m#ols an$ %##reviations..............................&

    3.1 Terms an$ Deinitions....................................................&

    & Responsi#ilities...........................................................&

    &.1 Documentation manager....................................................'

    &.2 Project !u#(Teams........................................................'

    &.3 Outsourcing Team.........................................................'

    ' Engineering Project !tan$ar$ Document )ategor" an$ Management Re*uirements..'

    '.1 Purpose an$ Principal o )lassiication..................................'

    '.2 Document )ategor" +aming )onventions.....................................'.3 Top(level )ategories.....................................................

    '.& M(Project Management Documents...........................................-

    '.' ()ommercial /iles.......................................................0

    '. (Pro$uct Manuals........................................................0

    '.- R(ireless !ite Engineering.............................................1

    '.4 5(O!P Engineering.......................................................11

    '.0 Ot6er Pro$uct Engineering...............................................12

    Document Management asic !peciications..................................1&

    .1 riting.................................................................1&

    .2 +aming..................................................................1&

    .3 Review..................................................................1&

    .& Rea$a#ilit" %u$it.......................................................1&

    .' 7ersion )ontrol.........................................................1&

    . Deliver" /ormat.........................................................1&

    .- 8eep Recor$s............................................................1'

    .4 !et up /ile Room an$ Document !ever.....................................1'

    - Document +aming )onventions...............................................1'

    -.1 +aming /ormat...........................................................1'

    -.2 Description o Document +ame )omponents.................................14 asic %ctions or Documentation manager...................................1-

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    4.1 n$erstan$ )ustomer Re*uirements an$ Project Plan.......................1-

    4.2 /ormulate Document Management %pproac6es................................1-

    4.3 Prepare an$ Pu#lis6 %cceptance Document Templates.......................1-

    4.& uil$ Electronic Document Platorm......................................1-

    4.' uil$ a Project /ile Room...............................................144. Oer Training or Project Team.........................................14

    4.- Manage Document Si#raries...............................................14

    4.4 )ollect an$ Pu#lis6 Planning an$ Design Documents.......................14

    4.0 )ollect %cceptance Documents an$ Trigger t6e nvoicing..................10

    0 Electronic Document Si#rar" Management....................................10

    0.1 %ccess Permission )ontrol...............................................10

    0.2 Document acup.........................................................10

    1 %rc6ives Management......................................................2

    1.1 %rc6iving..............................................................2

    1.2 %rc6ives %rrangement...................................................2

    1.3 %rc6ive Re*uirements...................................................2

    1.& Document !canning......................................................2

    11 Deliver" Management o Pro$uct Manual....................................21

    11.1 Deliver" Responsi#ilities..............................................21

    11.2 Document p$ate........................................................21

    11.3 Deliver" Time..........................................................21

    12 Recor$...................................................................21

    13 +ormative Reerences.....................................................22

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    & Purpose

    )i tandard i rm"lated t acilitate t)e engineering #r!ect delivery it) tandardied

    dc"ment management r4.

    ' $er$ie!

    )i tandard #eciie t)e re#ni5ilitie and tandard #r!ect dc"mentatin

    management.

    )i tandard i a##lica5le t dc"ment management engineering #r!ect.

    )i tandard i nt a##lica5le t #rc"rement dc"ment.

    )i tandard i divided int t)e lling #art6

    77 Part 16 Engineering Project Management Delivery Project Establishment Process

    77 Part 26 Engineering Project Management Team Building Process

    77 Part 36 Engineering Project Management Contract Handover Process

    77 Part 6 Engineering Project Management Project Plan Development and

    Integration Process

    77 Part ,6 Engineering Project Management Maing Budget Process

    77 Part '6 Engineering Project Management !ppraisal Process o" Project Plan andBudget

    77 Part 6 Engineering Project Management Project #ic$o"" Meeting Process

    77 Part 86 Engineering Project Management Project Implementation Management

    %tandard

    77 Part 6 Engineering Project Management &esource &elease Process

    77 Part 106 Engineering Project Management Project Handover Process

    77 Part 116 Engineering Project Management 'inal !ccounting Process o"

    Engineering Cost

    77 Part 126 Engineering Project Management Post Mortem Process

    77 Part 136 Engineering Project Management !ppraisal Process o" Project Closure

    77 Part 16 Engineering Project Management Communication Management Process

    77 Part 1,6Engineering Project Management &is Management Process

    77 Part 1'6 Engineering Project Management (uality Management Process

    77 Part 16 Engineering Project Management Problem Management Process

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    77 Part 186 Engineering Project Management Documentation Management

    &egulation

    77 Part 16 Engineering Project Management Change Management Process

    )i dc"ment i Part 18.

    ( Terms) Definitions) Symbols and #bbre$iations

    (*& Terms and Definitions

    )e lling term and deinitin a##ly t t)i tandard.

    (*' Engineering Project Documents

    Engineering #r!ect dc"ment reer t t)e dc"ment it) reerence val"e and rt)

    #reerving d"ring t)e eec"tin engineering #r!ect. Engineering #r!ect dc"mentare generally 4e#t in t rm9 #a#er ile and electrnic ile.

    (*'*& Product Manuals

    Prd"ct man"al are a et dc"ment )ic) )el# reader t "ndertand tare

    eat"re and )ardare #eciicatin t)e device and intr"ct reader t #errm

    intallatin9 cmmiining9 #eratin and maintenance r4.

    P"rc)aed #rd"ct are delivered it) relevant man"al.

    (*'*' Planning + Design Documents

    Planning & deign dc"ment reer t a erie dc"ment "ed t #rvide intr"ctin

    r engineering eec"tin. )e dc"ment incl"de netr4 #lanning re#rt9 ite "rvey9

    detailed deign dc"ment9 tec)nical l"tin and engineering #rced"re.

    (*'*( Document format

    )e dc"ment rmat reer t t)e lay"t t)e dc"ment :cver9 #age et"#9 )eader

    and ter9 nt and etc.;

    (*'*, Document !ner

    < dc"ment ner i a #ern r team ) i re#ni5le r t)e inal +"ality a certain

    ty#e dc"ment.

    )e dc"ment ner i nt necearily t)e a"t)r. )e dc"ment ner i re#ni5le

    r determining t)e dc"ment= delivery re+"irement9 training "5cntractr and ite

    engineer9 revieing dc"ment and inally "5mitting dc"ment. < dc"ment may 5e

    #re#ared 5y "5cntractr.

    (*'*- .ile

    < ile i an rganiing "nit r tring dc"ment t)at are m"t"ally related it).

    , Responsibilities

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    >le are re#ni5le r inrmatin ec"rity invlved in t)eir re#ni5ilitie.

    ,*& Documentation manager

    a; Sti#"late #r!ect dc"ment management reg"latin.

    5; (llect lit dc"ment t)at are t 5e delivered and trace t)e tat" t)ee

    dc"ment "ntil t)ey are arc)ived9 mean)ile en"re t)e cm#letene and

    tandardiatin t)e dc"ment.

    c; ?e re#ni5le r ditri5"ting dc"ment t every #r!ect team mem5er and

    releae dc"ment t c"tmer.

    d; ?e re#ni5le r eta5li)ing #r!ect electrnic dc"ment #latrm9 #a#er

    dc"ment arc)ive rm and cnd"ct daily maintenance.

    e;

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    a; )e management dc"ment )"ld 5e tred e#arately rm engineering

    dc"ment. See ,. r t)e c#e t)e management dc"mentA

    5; )e B#eratin and maintenance dc"ment )"ld 5e tred e#arately rm

    engineering dc"ment.

    c; )e irele ite cntr"ctin dc"ment :+"ality recrd9 acce#tance

    dc"ment9 a-5"ilt draing9 etc.; )"ld 5e tred 5y t)e ite.

    -*' Document Category Naming Con$entions

    )e name a dc"ment categry cnit t #art6 (ategry (de and (ategry

    Came9 it) - 5eteen t)em9 e.g.6 MFPr!ect Management.

    a; )e (ategry Came can 5e c"tmied9 )ever9 t)e (ategry (de cannt 5e

    c"tmied.

    5; @ t)ere ill 5e e dc"ment in a "5-lder9 it i nt neceary t 5"ild t)e "5-

    lder9 intead it i recmmended t #"t t)e dc"ment int t)e #arent-lder9

    and add t)e y#e (de at t)e 5eginning t)e name9 e.g.6 ?-$E Ger >e#rt.

    -*( Top/le$el Categories

    #-level categrie general engineering #r!ect dc"ment are )n in a5le 19 and

    t)e decri#tin are given in a5le 2.

    Table & Engineering Project Document Top/le$el Categories

    Engineering Pr!ect Dc"ment $i5rary

    M-Pr!ect Management ?-(mmercial *ile G-Prd"ct Man"al >-Hirele Site Engineering X-BSP Engineering :Bt)er Prd"ct Engineering; BM-B#eratin & Maintenance

    Table ' Engineering Project Document Top/le$el Categories Description

    C. (ategry Came Decri#tin

    1 M-Pr!ect

    Management

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    C. (ategry Came Decri#tin

    3 G-Prd"ct Man"al Pleae reer t 3.2.

    >-Hirele Site

    Engineering

    )e dc"ment r ne-5"ilt r a# radi ite )ic) mig)t

    incl"de IG/D/$E/etc. e+"i#ment and a"iliary acilitie.

    , X-BSP

    Engineering

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    )e "5categrie M-Pr!ect Management and t)eir decri#tin are given in a5le .

    Table , T3e Subcategories of M/Project Management

    C. (ategry Came Dc"ment Eam#le Dc"ment

    Bner

    1 M01->eg"latin

    and Prced"re

    Pr!ect reg"latin9 #rced"re and ntice PMM

    2 M02-(ntract

    Management

    (ntract c)ange recrd9 cllectin recrd (ntract

    Manager

    3 M03-Pr!ect

    @nitiatin

    (ntract revie and clariicatin recrd9

    Pr!ect )andver recrd9 #r!ect manager

    electin and a##intment recrd

    PMM

    M0-Planning and

    (ntrlling

    >e#ni5ility matri9 #r!ect H?S9 #r!ect

    #lan9 #rgre re#rt9 #lan c)ange recrd9

    ri4 management and #r5lem management

    recrd

    Planning &

    (ntrl

    Manager

    , M0,-*inancial

    Management

    (t cntrl #lan Pr!ect

    *inancial

    Manager

    ' M0'-%>

    Management

    Pr!ect rganiatinal c)art9 rle &

    re#ni5ilitie9 #r!ect mem5er #errmance

    eval"atin recrd

    PMM

    M0-B"t"cing

    Management

    Pr!ect "t"rcing trategie & a##rval

    recrd9 P>9 "5cntractr management n

    cntr"ctin ite9 #errmance eval"atin

    recrd

    Pr!ect

    B"t"rcing

    Manager

    8 M08-$gitic

    Management

    @nternatinal )i#ment ile9 lcal ditri5"tin

    ile9 goods complementing requestK

    Pr!ect

    $gitic

    Manager

    M0-P"rc)ae

    Management

    Material #"rc)ae a##licatin9 recrd and

    cntract

    Pr!ect

    P"rc)ae

    Manager

    10 M10-Q"alityManagement

    Pr!ect +"ality tandard9 E%S reg"latin9"5cntractr training material9 actry

    in#ectin re#rt9 acce#tance #rced"re and

    dc"ment tem#late

    Pr!ect Q"alityManager

    11 M11-(mm"nicatin

    Management

    Meeting min"te9 #r!ect ee4ly re#rt9

    internal re#rt9 re#rt r c"tmer9

    im#rtant i"e recrd

    PMM

    12 M12-Data

    Management

    Dc"ment management #lan9 dc"ment

    recrd )eet9 #ermiin aignment ta5le9

    #r!ect management ytem #lanning and

    "age recrd

    Dc"mentatin

    manager9 Data

    Manager

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    C. (ategry Came Dc"ment Eam#le Dc"ment

    Bner

    13 M13-

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    )e G-Prd"ct Man"al categry nly eit in electrnic dc"ment li5rary.

    Dc"mentatin manager 5"ild t)e "5categrie t)e #rd"ct 5y #rd"ct ty#e9 it)

    t)e dc"ment "#laded 5y tec)nical manager.

    raining material t)e #rd"ct can al 5e #"t )ere.

    -*6 R/7ireless Site Engineering

    -*6*& Subcategories

    )e "5categrie >-Hirele Site Engineering are di#layed in a5le 9 and t)eir

    decri#tin are given in a5le 8.

    Table 6 T3e Subcategories of R/7ireless Site Engineering

    >-Hirele Site Engineering

    >P-Hirele Cetr4 Planning >E-Engineering & ec)nical Sl"tin >S-S"rvey & Deign :#tinal; >C-Cetr4 B#timiatin

    Table 8 T3e Subcategories Descriptions of R/7ireless Site Engineering

    C. (ategry Came Decri#tin Dc"ment Bner

    1 >P-Hirele

    Cetr4 Planning

    S"rvey and netr4 #lanning dc"ment r

    irele ite and micrave tran#rtatin

    Cetr4 Planning

    eam9 Micrave

    Engineering eam2 >E-Engineering &

    ec)nical Sl"tin

    Engineering #rced"re9 SH

    S-S"rvey &

    Deign :#tinal;

    ec)nical ite "rvey re#rt9 detailed deign

    draing9 ?BM...etc. >S-S"rvey & Deign

    can 5e #"t int ite lder accrding t #r!ect

    need

    Engineering Deign

    eam

    >eer t ,..2

    , >C-Cetr4

    B#timiatin

    Hirele netr4 #timiatin dc"ment Cetr4

    B#timiatin eam

    -*6*' R#/Site .olders

    Site lder reer t t)e dc"ment )ic) are generated d"ring t)e irele ite

    engineering im#lementatin and acce#tance. )ee dc"ment are categried 5y ite.

    Site engineering dc"ment are irt cllected and managed 5y t)e >ll"t eam9 t)en

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    )anded-ver t t)e dc"mentatin manager in a cm#lete et ater t)e acce#tance9 r9 in

    everal 5atc)e e.g.6 )e 1t 5atc) "#n (H:civil r4; cm#letin9 and t)e 2nd 5atc)

    "#n @:telecm intallatin; cm#letin.

    Site lder incl"de 5"t are nt limited t a5le 6

    Table 9 R#/Site .olders

    C. (ategry Dc"ment Bner

    1 Site ll"t eam

    %ardare @ntallatin Sel-c)ec4 and

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    -*8*' :#/SP Rollout Documents

    BSP rll"t dc"ment reer t t)e dc"ment t)at are generated d"ring engineering

    im#lementatin and acce#tance. )ee dc"ment are categried 5y relay ectin.

    >ll"t dc"ment are irt cllected and managed 5y t)e >ll"t eam9 t)en )anded-

    ver t t)e dc"mentatin manager in a cm#lete et r in 5atc)e ater acce#tance.

    BSP >ll"t dc"ment incl"de 5"t are nt limited t a5le 126

    Table &' SP Rollout Documents

    C. (ategry Dc"ment Bner

    1 Hayleave dc"ment Hayleave eam

    2 Engineering el-c)ec4 and

    acce#tance dc"ment

    >ll"t eam

    3 (a5le tet and acce#tance re#rt >ll"t eam

    '

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    Table &, T3e Subcategories Descriptions of t3er Product Engineering

    C. (ategry Came Decri#tin Dc"ment

    Bner

    1 -et Dc"ment Entrance tet dc"ment9 inter#era5ility teting

    dc"ment

    ec)nical

    eam

    2 E-Engineering &

    ec)nical Sl"tin

    Detailed level deign netr4 ec)nical

    eam

    3 S-S"rvey & Deign S"rvey date9 detailed deign draing and ?BM...etc Engineering

    Deign eam

    eer t

    ..2

    -*9*' #/Product Engineering Documents

    Prd"ct engineering dc"ment reer t t)e dc"ment )ic) are generated d"ring t)e

    engineering im#lementatin and acce#tance #rce t)e cre netr4 and J

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    5 Document Management 4asic Specifications

    5*& 7riting

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    )e Dc"ment Management >ecrd )"ld 5e created r dc"ment cllectin9 +"ality

    cntrl9 "age and arc)ive #r!ect dc"ment. @t nt nly )el# manage

    dc"mentatin in an rderly ay9 5"t al #revent dc"ment )rtage and miing.

    Engineering Pr!ect Dc"mentatin Management rm mainly incl"de ProjectDocument &ecord %heet :tem#late ee > 01181.18-01;1 Paper Document !rchive

    &ecord %heet 3tem#late ee > 01181.18-02X 9 and Inner"ile Item 4ist 3tem#late ee >

    01181.18-03;.

    5*8 Set up .ile Room and Document Se$er

    arc)ive dc"ment in dierent media9 t)e #r!ect team )"ld eta5li) a ile rm

    and a dc"ment erver6

    a; *ile rm6 )e #r!ect team )"ld et "# a ile rm r ile ca5inet r

    dc"ment in #a#er r (D.

    5; Dc"ment erver6 )e #r!ect team m"t eta5li) a dc"ment erver r itel r

    )are ne it) ant)er #r!ect team. egin Came :B#tinal;

    d; Dc"ment )eme :>e+"ired;

    e; Jerin C"m5er :B#tinal9 eit)er t)i r dc"ment releaed date;

    ; Dc"ment >eleaed Date :B#tinal9 eit)er t)i r Jerin C"m5er;

    6*&*' "se "nderscore ?@A to Separate bet!een eleaed Date

    c; Pr!ect (de CameLDc"ment )emeLJerin C"m5erLDc"ment >eleaed

    Date

    d; Pr!ect (de CameLPrd"ct CameLDc"ment )emeLJerin C"m5er

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    e; Pr!ect (de CameLPrd"ct CameLDc"ment )emeLJerin

    C"m5erLDc"ment >eleaed Date

    ; Pr!ect (de CameLSite @DLDc"ment )emeLDc"ment >eleaed Date

    g; Pr!ect (de CameLPrd"ct CameLSite @DLDc"ment )emeLDc"ment

    >eleaed Date.

    6*' Description of Document Name Components

    6*'*& Project Code Name

    Pr!ect (de Came )"ld incl"de year tart and 5rie #r!ect name.

    Pr!ect (de Came )"ld nt eceed 12 c)aracter.

    Sam#le6 2008PZK2012Sa#

    6*'*' Product Name

    < #rd"ct name can 5e ne in t)e general categry r "5categry "c) a (C9 MS(9

    and MIH.

    6*'*( Site %D Cluster %D Region Name

    Ge a ite @D9 cl"ter @D r regin name a #art t)e dc"ment name 5aed n t)e

    cntent t)e dc"ment.

    6*'*, Document T3eme

    )e dc"ment t)eme )"ld 5e cncie. Crmally t)e #rd"ct name9 ite @D9 etc are

    ecl"ded t avid a t lengt)y dc"ment name. %ever9 title t)e dc"ment cntent

    are nt "5!ect t t)e retrictin.

    6*'*-

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    < dc"mentatin manager )"ld learn t)e dc"ment delivery c#e9 +"ality

    re+"irement9 c)ed"le re+"irement9 delivery media9 cmm"nicatin mec)anim9 etc in

    t)e lling ay6

    a; St"dy t)e 5idding dc"ment and cntract

    5; (m#re)end t)e re+"irement n dc"ment delivery rm t)e #at #r!ect 5y t)e

    ame #eratr

    c; Gndertand a5"t #r!ect c#e9 #lan and rganiatinal tr"ct"re

    8*' .ormulate Document Management #pproac3es

    < dc"mentatin manager )"ld rm"late #r!ect dc"ment management a##rac)e

    tget)er it) #r!ect team mem5er9 )ic) deine

    and inalie6

    a; Dc"mentatin management and cntrl #rced"re

    5; Dc"ment naming cnventin and n"m5ering r"le

    c; Dc"ment tem#late

    Pr!ect dc"ment management #rced"re ill 5e icially releaed t all #r!ect

    mem5er ater 5eing a##rved 5y EPM.

    8*( Prepare and Publis3 #cceptance Document Templates

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    "er "c) a c"tmer and/r "5cntractr.

    Dc"mentatin manager )"ld create dc"ment lder and et acce

    #ermiin 5aed n 8..2.

    8*- 4uild a Project .ile Room

    a; < dc"mentatin manager )"ld etimate t)e am"nt #a#er dc"ment and

    determine t)e ie t)e ile rm

    5;

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    g; )e title in cver #age and title in #age )eader are cnitent

    ); )e directry i cnitent it) 5dy tet

    i; )e n"m5ering ig"re and ta5le are t)e ame a decri5ed in 5dy tet

    !; )e reviin mar4 and cmment are deleted

    4; Hrd rmat dc"ment )"ld 5e cnverted t PD* rmat.

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    RestrictedQ/ZX 01181.18-2013

    &;*& #rc3i$es Collection

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