Lessons Learned

Learning > Record Pages > Lessons Learned

Background

Document important learning opportunities that arise during the life cycle of a project with Lessons Learned records. Here, users add and relate a lesson to their project, document a summary of the lesson itself within the record, include attachments, and use team Collaboration to share their Lessons Learned.

Access: This record is located in the Records module of PMWeb.

Related Pages: N/A

Job Aids

The following job aids and reference guides are relevant to Lessons Learned records:

Create a Lessons Learned record

To request additional training or documentation, please submit a Help Request in PMWeb.

Record Guidance

Record Information and Lessons Learned Details

Relate your Lessons Learned record to your project with the Project* field. A short Subject* is required as well.
- Select the Best Practice checkbox if you'd like to use this Lesson Learned as a best practice.
Enter details regarding your Lesson Learned in the provided fields.
Click Save at the record header to save this record and relate it to your project.

PMWeb screenshot showing fields required to add a Lesson Learned

Additional Tabs

4. Once your Lessons Learned record is saved, you are provided additional tabs for adding Notes, Attachments, for Collaboration, and to send Notifications to team members as needed.

5. Lessons Learned reports are available with the Chevron icon to the right of the Print button. Here, click to open a drop-down menu and then select BI Reporting.

PMWeb screenshot showing additional tabs that show up after saving a Lesson Learned

Report Guidance

To view your Lessons Learned reports, click the Chevron to the right of the Print icon.
In the drop-down menu, click BI Reporting to open a report pop-up window.

PMWeb screenshot showing how to view a Lessons Learned report

You are now presented with a preview image of your default Lessons Learned report.

3. Click the Eyeglass icon for additional filtering options and to view the full report.

PMWeb screenshot showing how to filter a Lessons Learned report

4. In a new pop-up window you can now see a full scale version of your default report.

5. Use the provided filtering options to customize the report as needed.

6. Click View Report to update any filtering changes.

7. Click the small Chevron to the right of the Save icon to view and select your report exporting options. Note that most reports should be exported using a PDF format instead of Excel except for the Projected Quantities record.

PMWeb screenshot showing how to update a Lessons Learned report with filters

Workflow Guidance

There is no Workflow process associated with this record.

Integration and Trigger Guidance

This record has no integrations or triggers.

FAQs

There are currently no FAQs.

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