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Create Lessons Learned Documents

Follow these steps:

1. Open the project.

   The properties page appears.

2. Open the Properties menu, and click Lessons Learned.

   The lessons learned properties page appears.

3. Click New.

   The create page appears.

4. Complete the following fields in the General section:

   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

   ID

   Displays the unique identifier for the document.

   Limit: 80 characters

5. Complete the following fields in the Report Information section:

   Lessons Learned Category

   Defines the category for this document. Once you submit this document for review, this field becomes display only.

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

   Specific Project Management Process Being Used

   Defines the specific project management process that you are using for this project. Once you submit the document for review, this field becomes display only.

   Limit: 2000 characters

6. Complete the following fields in the Specific Practice, Tool or Technique Being Used section:
   • Action Undertaken
   • Result of Action Undertaken
   • Preferred Result

   See A Guide to the Project Management Body of Knowledge (PMBOK Guide) for more information.

7. Complete the following fields in the Specific Lessons Learned and Recommendations sections:
   • Lessons Learned
   • What behavior is recommended for the future?
   • Where and how can this knowledge be used later in this current project?
   • Where and how can this knowledge be used in future projects?
   • Reviewers of Lessons Learned
   • Communication/Distribution of Lessons Learned
   • Communication Details

   See A Guide to the Project Management Body of Knowledge (PMBOK Guide) for more information.

8. Define the following remaining fields in the Recommendations section, and save:

   Attachment(s)

   Specifies the attachments associated with the document.

   Description of Attachment(s)

   Defines the description of the attachments associated with the document.

   Limits: 2000 characters

   The lessons learned document is created.