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Project controls professional



K1: Organisational and business strategies: and how these impact on the strategy for project control and its execution Back to Duty

K2: Principles of project control including the principles of the project life cycle; and the role project control plays in the governance of a project. Back to Duty

K3: Project control procedures and methods including employer organisation management systems that are critical to project control for example: quality control, configuration management, document and version control Back to Duty

K4: The benefits, attributes, limitations and use of project controls related software used for key tasks such as planning and scheduling, cost management, cost and risk analysis, estimating, progress and performance monitoring and reporting Back to Duty

K5: Underlying engineering and manufacturing principles including the principles of reviewing and interpreting technical project documents such as scopes of work and engineering drawings. Back to Duty

K6: Breakdown and coding structures: purpose, creation and use for accurate control. Their relevance in the creation of data models to help feed integrated and intelligent reporting and insights; familiarisation with standard coding structures and how they are used to underpin data flow systems as well as underpin the use and integration of new technology into project controls delivery including BIM . Back to Duty

K7: Project Control Plans and reporting frameworks – their purpose and content and how they underpin the generation and reporting of meaningful controls data Back to Duty

K8: Strategic principles of creating and managing the project controls baseline (including scope definition, schedule, risk and cost), throughout the project life cycle. Back to Duty

K9: HSE knowledge relative to the industry and project controls, including related national and industrial health, safety and environmental standards and legislation, the obligations of safety in design and CDM (construction, design and management) regulations. Back to Duty

K10: The environmental impact of a project’s activities, how it could contribute to the drive towards net carbon zero and how to minimise negative impacts on environmental sustainability during all stages of a project, within the context of the role. Back to Duty

K11: Principles of ethical conduct, diversity and inclusion, including codes of conduct and duty of care, corporate social responsibility, equality, diversity and inclusivity in the workplace. Back to Duty

K12: Data assurance: approaches to gathering data; ensuring the validity and integrity of data (consistent, quality, technical controls information); and how to review the assumptions used to establish the data, as well as the inherent risks associated with these assumptions. Back to Duty

K13: Analysis techniques: different approaches to data analysis, the benefits of each, what the analytics are indicating and why and how this may impact on decisions and recommendations. Back to Duty

K14: Approaches to communicating with different stakeholders in order to influence key decision-makers and colleagues. Back to Duty

K15: The principles of risk management and the risk process; different risk analysis techniques; the methodologies and considerations for mitigating risk. Back to Duty

K16: Approaches to integrating cost and planning with a consistent basis for project risks and opportunities including cost and schedule risk analysis and associated contingency calculations. Back to Duty

K17: Project control change management and control: the principles of project control change procedures; how these procedures may vary in owner/contractor organisations, and when and how to use and apply them including project closeout procedure(s). Back to Duty

K18: Commercial matters: different types of contracts and their legal principles; contractual requirements and how they impact on project controls and the auditable recording, sharing, and storing of information. Back to Duty

K19: Key principles of invitations to tender received and bid responses. Back to Duty

K20: Estimating techniques and application (cost, time and resources): different methodologies for estimating including approaches to various estimating outcomes, pros and cons and degree of certainty/uncertainty for each; approaches to creating an estimating framework and basis of estimate. Back to Duty

K21: Assurance techniques including benchmarking, comparisons to historical data, published data and other projects and how to apply them for example to assure estimated schedules, cost estimates and cost forecasting Back to Duty

K22: Planning and scheduling practice: different planning and scheduling techniques; how to create schedules to all levels; understanding, maintaining and establishing the impacts of schedule constraints and the principles of resource loading. Back to Duty

K23: Modelling techniques (‘what-if’ scenarios and impact analysis) used to optimise the potential for improved efficiency against time, cost and quality and for improved project outcomes. Back to Duty

K24: Cost engineering practice: approaches to the creation of budget baselines and estimate recasting; cost control hierarchy; budget transfers and other budget variances. Back to Duty

K25: Financial controls as relevant to project control, including taxation, cashflow, accruals, payment terms. The monitoring and reporting of supplier and contractor commitments and expenditures. Back to Duty

K26: Techniques for monitoring and measuring progress including rules of credit and performance including earned value analysis, their pros and cons and what key points to share with different stakeholders. Back to Duty

K27: Progress and performance measurement: how to establish a progress baseline and identify trends or variances using different analysis techniques. Back to Duty

K28: Approaches to using statistical analysis, productivity and performance analysis. Back to Duty

K29: Forecasting techniques used to forecast cost and schedule out-turns, and the use of predictive statistical analysis techniques and engineering knowledge to generate accurate forecasts of work to complete in sufficient time for action to be taken. Back to Duty

K30: Leadership: strategies to, lead, coach, motivate and develop members of the team; different leadership styles. Back to Duty

K31: Continuous improvement including how to: capture good practice and lessons learned from experience; keep up to date with new technology and ways of working and drive forwards continuous improvement. Back to Duty


S1: Determine, implement, adapt and refine the project controls procedures, methods and systems incorporating the relevant employer organisation management systems and procedures including quality, data management and security, document and version control and record keeping. Back to Duty

S2: Use project controls related software and IT systems for tasks such as: planning and scheduling, cost management, cost and risk analysis, estimating, progress and performance monitoring and reporting; identify and select the right software package for the task Back to Duty

S3: Application of and the integration of, software and IT systems to enhance the level of data processing. For example, the use of technology including BIM. Back to Duty

S4: Technical and engineering principles: interpret technical information from different sources, identify and know the correct data and elements to monitor and control to ensure the basis for any recommendations are credible; review and interpret technical project documents (including scopes of work and engineering drawings etc.). Back to Duty

S5: Breakdown and coding structures: develop and implement coding structures as well as critiquing and reviewing technical coding and breakdown structures to ensure they provide a basis for project control. Back to Duty

S6: Lead the creation of comprehensive project control plans and reporting frameworks that identify the right contextual elements to track and the working assumptions to use, in order to generate meaningful controls data, ensuring that project controls deliverables are achievable and in line with project objectives Back to Duty

S7: Lead the preparation of the strategy for the development and maintenance of the baseline for control taking into account scope definition and schedule, risk and cost (ensuring alignment between cost and schedule using the coding structures). Back to Duty

S8: Implement and enforce project control change procedures, judge against evidence and decide if a change is within or without scope, evaluate its impact to profitability and make recommendations or implement the change in a manner that reflects its scale Back to Duty

S9: Ensure that project control work is undertaken in accordance with HSE regulations and requirements including applying knowledge of HSE with awareness of how it impacts on project control schedules and costs and ensuring that the schedule and resourcing for a project meets the requirements of regulations (including CDM and safety) and can be delivered in accordance with the requirements i.e. ensure everything is in place and accounted for to ensure the project can run safely. Back to Duty

S10: Identify opportunities within their remit in projects to contribute to net carbon zero and environmental sustainability, and then take action to minimise the environmental impact of the project Back to Duty

S11: Undertake project control work in accordance with ethics, codes of conduct and duty of care. Back to Duty

S12: Data assurance: challenge, verify and validate data reports and data to ensure their integrity, timeliness and technical appropriateness Back to Duty

S13: Identify stakeholders across the project for example: those to work with when developing estimates, schedules, and plans and those to deliver controls information and recommendations to. Modify communication style and method to stakeholders, for example to gather information needed. Back to Duty

S14: Risk management and analysis: undertake quantitative and qualitative analysis of risks and lead regular reviews of risks and related assumptions in the project risk register such as questioning their presence and relevance in order to underpin the management of the project risk register. Back to Duty

S15: Identify opportunities to use data analysis techniques to benefit project controls delivery such as automating repetitive processes or improving data quality or extracting deeper insights and, validate the related data analysis to ensure correct interpretation against which effective decisions can be made. Back to Duty

S16: Commercial matters: identification and application of subcontract/supplier deliverables to project control in order to provide the ability to monitor subcontractor/supplier performance and create, record and store project controls content in support of legal and contractual requirements.; Back to Duty

S17: Create project controls content to inform tenders and evaluate invitations to tender received and bid responses Back to Duty

S18: Prepare an estimating framework and make recommendations on classes of estimate to meet project needs at different project stages Back to Duty

S19: Use an evidence based approach to select and apply the most suitable estimating technique for the purpose and undertake estimate assurance, cost risk analysis, prepare related detailed basis of estimate narratives that are evidenced and explanatory – setting out the risks, assumptions, probabilities, uncertainties and contingencies in order to provide a sound basis for decision making Back to Duty

S20: Prepare planning and scheduling strategic frameworks and make recommendations on different levels of plans and schedules to meet different project needs for example, milestones or detailed engineer schedules. Back to Duty

S21: Use an evidence based approach to create credible, achievable control schedules, applying relevant assumptions and contingency and undertaking schedule assurance, schedule risk analysis and compile a related basis of schedule that is explanatory, setting out the risks, assumptions, probabilities, uncertainties, contingencies, dependencies and constraints. Back to Duty

S22: Model the potential for efficiency against time, cost and quality, review and make recommendations. Back to Duty

S23: Apply cost engineering practice to: recast the estimate and set the budget baseline and; select and apply proven cost control techniques to capture actual commitment and expenditure data with appropriate use of accruals; and integrate cost and schedule data to develop project cashflow projections and assessments of value of work done over time. Back to Duty

S24: Monitor and control project progress and performance by establishing a progress baseline and selecting and applying the right analysis techniques (for example, earned value analysis) for the size and complexity of the project. Back to Duty

S25: Control and monitor project progress and performance by selecting and applying the right analysis techniques (for example, earned value analysis) for the size and complexity of the project Back to Duty

S26: Identify variations from the progress baseline and assess their potential impact, explain the variations to the project, portfolio or programme manager. Back to Duty

S27: Communicate and justify own conclusions and recommendations for example for project recovery or to lead to improved project delivery by influencing and, when necessary, challenging key stakeholders to make informed decisions. Key stakeholders include the project manager, portfolio manager or programme manager Back to Duty

S28: Steer across project controls functions in accordance with organisational core values and specific guidelines; mentor and coach team members such as Project Controls Technicians to meet project control requirements. Back to Duty

S29: Apply continuous improvement approaches for example using emerging technologies and lessons learnt from previous projects. Back to Duty


B1: Safety: Promotes and adopts a safety culture within the organisation, demonstrating a commitment to personal safety and the safety and wellbeing of others. Back to Duty

B2: Leadership: leads by example, demonstrating resilience, acting responsibly, and ethically, taking account of the need to progress environmental, ethical, social and economic outcomes. Back to Duty

B3: Commercially astute: Recognising when to leverage the contract commercial terms to maximise profitability for example how the commercial agreements generate cost and revenue streams for the organisation and how this links to generation of profit. Back to Duty

B4: Pre-emptive: Foresees events and issues that might cause instability, uncertainty and phase changes. Back to Duty

B5: Integrity: Challenges areas of concern and acts with assertiveness and confidence. Back to Duty

B6: Impartial: Responds to feedback and challenging questions professionally and objectively by reference to evidence. Back to Duty

B7: Accountable: Takes responsibility for the accuracy and integrity of project controls reporting and recommendations. Back to Duty

B8: Collaborative: Interacts within a wide, multi-disciplinary project team, building co-operative relationships. Encourages team effort and promotes an interdependent culture. Back to Duty

B9: Innovation: Learns from innovative solutions and seeks out new ideas to deliver improvements. Back to Duty

B10: Personal & professional development: Takes responsibility for personal learning and professional development. Demonstrates commitment to learning and improvement, providing and receiving feedback and with a commitment to professional standards. Back to Duty

B11: Adaptable: adapts to evolving circumstances. Back to Duty

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