Creating lessons learned documents

A lessons-learned document captures positive and negative experiences in a project. It gives the opportunity to learn from actual experiences and helps provides solutions to assist the transition to the next level. 

This topic guides you on how to submit and edit lessons learned documents.

To create and edit a lessons-learned document

1. Log in Portfolio Management application.
2. Open the project by following the steps Viewing-and-updating-project-details, where you want to create the new document.
3. Go to the Related tab and click New.

4. On the Create Document page, enter the values for the following fields: 

   Field	Description
   Document Type	Select Lessons Learned.
   Index	This field allows maintaining the indexing of documents.
   Summary	Enter a Summary of the Document which will describe the objective.
   Visible in Portfolio	Values: Yes, No. If 'Yes', the document is listed on the related tab of the portfolio.

5. Click 'Create'.
6. The new document is created in Draft status.
7. For adding the details of the document, click on Summary from the list.

8. On Specify Document page details, add the data required in the corresponding fields: 

   Field	Description
   Detailed Description	Enter details of the Document based on its purpose.

9. Click on the Save action button to save the changes. Once required information based on document type is added it goes into Defined status.