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Edit Lessons Learned Documents

The properties page is the default page that displays when you open a document. The fields on this page are defined in the General section when you first created the document. Additional fields also display requiring completion before submitting the document for review.

The fields for the other sections of the document are on separate pages, which you can access from the Properties menu, and edit.

Follow these steps:

  1. Open the project.
  2. Open the Lessons Learned document.

    The lessons learned properties page appears.

  3. Edit the following fields in the General section, and save:
    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

    Prepared By

    Displays the name of the resource who created the document.

    Limit: 80 characters

    Last Updated Date

    Displays the date the document was last updated and saved.

    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 is 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.
    Submit for Review

    Specifies to submit this PMBOK Guide project document for review. Select the check box to submit the document for review.

    Default: Cleared