Management Views › Lessons Learned

Lessons Learned

Managers and executives can use the Lessons Learned view to view data for lessons learned documents that have been submitted across all PMBOK Guide projects in their organization. Project managers can also use this view to view metrics across all their assigned PMBOK Guide projects. The projects that display in the list are those to which you have access rights. The list does not include project templates.

To view this detail view, click Lessons Learned from the Management Views menu.

You can view details for submitted documents using the following columns:

Category Name

Displays the category for this lessons learned document.

Values: Process Change, Framework/Methodology, Technology Change, Organizational Change, Other, and TBD.

Title

Defines the title for the document. Once you submit the document for review, this field becomes display only. In management views, you can click the document title to open the document.

Limit: 80 characters

Project

Displays the name of the project to which this document is associated. Click the project name to open the project.

Project Manager

Displays the name of the resource managing the project associated with this document. Click the project manager name to open the resource properties page. The value for this field is based on the Manager field on the project properties page.

Last Updated Date

Displays the date the document was last updated and saved.

Submitted Date

Displays the date that the project manager submitted the document for review.

Review Status

Displays the review status for the document at the time of creation. In management views and in list views, the field displays as a stoplight.

Values:

• New. The document is in draft mode and not submitted for review.
• Submitted for Review. The document is submitted for review but not reviewed by all reviewers.
• Review Completed. The document is submitted for review and is reviewed.

Stoplights:

• Grey. The document not submitted for review.
• Green. The document is submitted for review and the review is complete.
• Yellow. The document is submitted for review but not reviewed.