Does anyone know what a PMP (project mgt professional) does? We hv one on our team and I asked that person to schedule a meeting for a group and received pushback that, that is not that person’s job. I didn’t mean any disrespect I just didn’t know what that person is supposed to be doing....

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It really isn’t though. PMPs help manage an engagement and works closely with the engagement manager rather than the team. Their primary goal is to help the engagement manager create reports on how the engagement is performing: think profitability, cost/benefit analysis, eOR reports, % completed in eAudit, milestone creation, productivity trackers, etc. The person you are looking for should be the team administrator (IF you even have one). Otherwise, you would be best to schedule those meetings yourself.

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Or your associate, but probably not an intern.

Personally, I don't think it would hurt to apologize. Innocent mistake, but I could see why they'd be offended.

Who knows, if you make friends with the PMP professional, they might be able to help you out with your PMO tasks like designing effective DRLs or Internal Status Trackers or a better format for your periodic Status Update with the Client/IA.

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In my experience, that’s definitely their job

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PMP is a certification. It’s not a job title. If you’re referring to a project manager, then it depends on the scope of work they were assigned. They could be part of PMO that helps design the PM processes you run on your engagement. They can also be work stream leads working alongside work stream team members helping manage their work.

Pigeon holing a PM resource into one topic is like saying CPAs are only good for audits.

Oh and EY2 is absolutely correct. A PMs job is not to definitely not to schedule meetings or take notes. They’re not EAs and often times, they make a ton more than auditors.

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Why would you ask someone to schedule a meeting for you unless they are an executive assistant? Project Managers aren’t your EAs. They also aren’t responsible for being a meeting note taker or getting you coffee. Haha...seriously.

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P4 what is it you do?

We had one one my engagement years ago. They helped us create engagement management protocols, designed reports and agendas. Half of it was pretty useless. I wasn't impressed and dont think there is need for them in audit. esp bc we are already pretty strong project managers and actually familiar with audit cycle. Maybe other sls find them more useful

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We had one that helped our Managers and Seniors by taking some of that PMO work off their plate.

Designing waterfalls/gantts/Kanbans. Putting together some client materials. Designing a status repository.

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A lot of projects in accounting are very poorly managed from a schedule or resources perspectives. The trend of having a PM comes from manufacturing/IT/Medical research where the PM manages operational success as opposed to substantive IT or whatever. It’s fairly common to have someone act as a PM on a large engagement but as illustrated here many people don’t understand or respect the role unfortunately.

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