As a PM, SP, RQ, I can update the project charter

The project charter is the document issued by the project sponsor that formally authorizes the existence of a project and provides the project manager with the authority to apply organizational resources to project activities. At a high level, the project charter ensures a common understanding by the stakeholders of the key deliverables, milestones, and the roles and responsibilities of everyone involved in the project.

Project Managers (PM) and other manager roles (PMA, PMO, PfM, PgM), and also Sponsors (SP) and Requesters (RQ) can update the project charter at INITIATION > Project Charter:

Click the “pdf” icon to download the project charter as a PDF file.

The project charter documents the high-level information on the project and on the product, service, or result the project is intended to satisfy, such as:

  • Project complete name.
  • Project identifier (alphanumeric code, can be reused).
  • Name of the sponsor or other person(s) authorizing the project charter.
  • Project manager name.
  • Client who is to receive the project product, service, or final result.
  • Contract type if this project is procured under contract.
  • Project approval date.
  • Initial committed project budget.
  • Project purpose.
  • Measurable project objectives and related success criteria, including: 1) Project approval requirements (i.e., what constitutes project success, who decides the project is successful, and who signs off on the project); and 2) Project exit criteria (i.e., what are the conditions to be met in order to close or to cancel the project or phase).
  • High-level requirements.
  • High-level project description.
  • High-level project boundaries.
  • Key deliverables.
  • Overall project risk.
  • Summary milestone schedule.
  • Preapproved financial resources.
  • Project manager responsibility, and authority level.

Project Managers (PM) can update the project charter with the mobile application. Once they have entered any organization (for instance, DEMO PMPeople), they need to select the role Project Manager, then the project and finally, hit the menu option Initiation > Project Charter:

Requesters (RQ) can use the mobile application to read the project charter. Project Managers (PM) and Sponsors (SP) can use the mobile application to update the project charter.

Frequently Asked Questions
What is the purpose of a project charter?

The project charter formally authorizes the project, provides authority to the project manager, and aligns stakeholders on key deliverables, milestones, and responsibilities.

Who can update the project charter in PMPeople?

Project Managers (PM), Sponsors (SP), Requesters (RQ), and other manager roles (PMA, PMO, PfM, PgM) can update the charter at INITIATION > Project Charter.

Can the project charter be accessed and edited via the mobile app?

Yes. PMs and SPs can update the charter, while RQs can view it using the PMPeople mobile app.