How to Claim PDU’s in the New Continuing Certification Requirements System (CCRS)

The process to follow is determined by the category under the Continuing Certification Requirements System (CCRS). The steps to follow for the most common claim catgeories are outlined below along with a link to the official Project Management Institute CCRS Handbooks & Guides.

Remember to keep a paper record of the PDUs you claim in the event of a PMI audit.

Please note that, under the Talent Triangle, you have restrictions on how many PDUs you can or must claim in each area.
For PMPs, in each cycle, you must earn a minimum of 35 PDUs in Eductation and can only claim a maximum of 25 PDUs in all categories under “Giving Back”.
Additionally, PMPs must earn a minimum of 8 PDUs in each of the Triangle requirements (Technical, Leadership, Strategic) plus 11 more between any combination of the Triangle requirements.
More details on the requirements, including the requirements for other certifications can be found in the CCR Handbook.

Organization Meetings (2 PDUs or Less)

• Go to “https://ccrs.pmi.org/”
• Log in with your user name and password
• Click on “Report PDU”
• PDU Category – Select Category “Organization Meetings”
• In the Organization/Host field, type in the Chapter Host ID, “C014” and select PMI Mass Bay Chapter
• In the Title field, type in the event name. For consistency, please report the events in the following format:
  • Chapter Meeting
  • Roundtable: Boston Healthcare
  • Roundtable: Boston Noontime
  • Roundtable: BostonMetro
  • Roundtable: Cambridge
  • Roundtable: MetroNorth
  • Roundtable: MetroWest
  • Roundtable: North Shore
  • Roundtable: PMO Group
  • Roundtable: South Shore (Braintree)
  • Roundtable: South Shore (Walpole)
• In the Description field, enter the title of the event and a brief description of the learning points from the presentation or facilitated discussion. The Event description includes the suggested learning points covered. This will help if audited and justify your selection from the Skills Triangle.
• Select the Date Started and Date Completed. The date is the same date in both fields; the Chapter Meeting or Roundtable meeting date.
• In the URL field, enter pmimassbay.org
• Chapter meetings may provide 1 to 2 PDUs, depending on the content of the meeting. Roundtables provide 1 PDU to attendees, unless otherwise noted.
  Under PDUs Claimed, select a full or fractional number (in .25 increments) for each of the three parts of the “Skills Triangle,” according to the subject matter presented.
  The Total field will automatically calculate.
• Verify the information
• Select the checkbox: I agree this claim is accurate (if you agree the claim is accurate)
• Click the blue “Submit” button

Course or Training

• Go to “https://ccrs.pmi.org/”
• Log in with your user name and password
• Click on “Report PDU”
• PDU Category – Select Category “Organization Meetings”
• Provider – Enter the provider’s ID (if you know it) or type the provider’s name and select the correct provider from the dropdown
• Type in the Activity ID or title of the course and select the correct option from the dropdown
• In the Description field, enter the title of the course and a brief description of the learning points. This will help if audited and justify your selection from the Skills Triangle.
• Enter in the Start Date for the Activity
• Enter in the End Date for the Activity
• (optional) Enter the URL of the provider or course description and/or contact information (e.g. instructor’s name, phone and/or email)/li>
• Under PDUs Claimed, select a full or fractional number (in .25 increments) for each of the three parts of the “Skills Triangle,” according to the subject matter presented.
  The Total field will automatically calculate.
• Verify the information
• Select the checkbox: I agree this claim is accurate (if you agree the claim is accurate)
• Click the blue “Submit” button

Working as a Practitioner or Volunteering

• Go to “https://ccrs.pmi.org/”
• Log in with your user name and password
• Click on “Report PDU”
• PDU Category – Select Category “Work as a Practitioner” or “Volunteer”
• In the Employer or Organization field, type the name of the organization to which you worked/volunteered e.g. PMI Mass Bay Chapter
• In the Job Title or Volunteer Activity field, type a few word “title” for the activity or job (e.g. Chapter Event Coordinator)
• In the Responsibilities or Description field, enter the a more detailed description of the job or activity. This will help if audited.
• (optional) Enter the URL of the organization and/or contact information (e.g. Supervisor or Chapter VP’s name, phone and/or email)/li>
• Select the Date Started and Date Completed
• Under PDUs Claimed, select a full or fractional number (in .25 increments)
  You are limited to a maximum number of PDUs which you can claim in the “Giving Back” categories. The PDUs in all Giving Back catgeories can not exceed this amount (25 PDUs per cycle for PMPs) The Total field will automatically calculate.
• Verify the information
• Select the checkbox: I agree this claim is accurate (if you agree the claim is accurate)
• Click the blue “Submit” button

If you have questions or would like additional information, please contact PMI Customer Care at [email protected].