Lessons Learned Business Process
Use the Lessons Learned business process to capture lessons that were learned throughout the project. This might include citing repeatable issues that can be avoided in the future, documenting best practices that can be leveraged on other projects, and highlighting topics for future reference or posterity.
Characteristics
This is a Project-level business process without a workflow, provided in the system template.
Record Statuses
Acknowledged | non-terminal status |
|---|---|
Canceled | non-terminal status |
New | non-terminal status |
Creating a Lessons Learned Record
Create a Lessons Learned record by navigating to Project Closeout / Lessons Learned on the Project/Shell tab, or from the Tasks log on the Home tab or relevant Project/Shell tab.
Complete the Lessons Learned form and attach related documents, if needed. After completing the form, click Save to create a record and keep it in editable mode, or click Submit if you are done and ready to commit the record.
Note: You must enter a value in all required fields (*) before you can save the form.
- Go to your Project tab and switch to User mode.
- In the left Navigator, select Project Closeout, and then select Lessons Learned.
- On the Lessons Learned page, click Create. Refer to the tables below to complete the form. You can click Save at any time to create a record and keep it in editable mode.
- To add attachments, click Attach Files
on the Attachments tab. - After completing the form, click Submit.
Completing the Lessons Learned Form
Key Information
Field Name | Access | Description |
|---|---|---|
Title | Required | Enter a title. |
Lessons Learned Category | Required | The category of lessons learned |
Status | Required | This field displays the record status. |
Details
Enter specific information concerning the Lessons Learned including any Recommendations.
Field Name | Access | Description |
|---|---|---|
Challenges | Editable | Description of lessons learned from challenges |
Impact | Editable | Description of challenges impact |
Successes | Editable | Description of successes |
Recommendations | Editable | Recommendations for lessons learned |
Description
This information might appear in any formal printouts of this item.
Field Name | Access | Description |
|---|---|---|
Short Description | Editable | Enter a description of 250 characters or fewer. |
Detailed Description | Editable | The detailed information about the short-description field. The field size can be expanded. |
Estimated Impacts
Estimate the potential schedule and cost savings across projects by implementing changes based on what was learned.
Field Name | Access | Description |
|---|---|---|
Estimated Days to Implement | Editable | Indicate how many days the change might take to implement. |
Estimated Cost to Implement | Editable | Indicate how much the change might cost to implement. |
Estimated Number of Projects | Editable | Specify the number of projects on which the change might be implemented. |
Potential Schedule Savings (days) | Editable | Indicate how many days might be saved. |
Potential Cost Savings | Editable | Indicate how much the cost might be reduced by. |
Potential Total Cost Savings | Read-Only | Displays projected calculation of cost savings based on the reduced time and cost of implementation. |
Record Information
System information about this record
Field Name | Access | Description |
|---|---|---|
Record Number | Read-Only | System-assigned record number |
Creator | Read-Only | Creator of this record |
Record Last Update Date | Read-Only | Date that the record was last updated |
Creation Date | Read-Only | Date that the record was created |
Project Name | Read-Only | Name of the project |
Project Number | Read-Only | Unique Project Number |
Business Process Record URL | Read-Only | A shareable link to this record, for anyone with the necessary permissions |
Additional Information
The Lessons Learned Additional Information block is reserved for future use by your organization.
Field Name | Access | Description |
|---|---|---|
Lessons Learned Date Picker UDF 1 | Disabled | Reserved for future use by your organization |
Lessons Learned Date Picker UDF 2 | Disabled | Reserved for future use by your organization |
Lessons Learned Decimal UDF 1 | Disabled | Reserved for future use by your organization |
Lessons Learned Decimal UDF 2 | Disabled | Reserved for future use by your organization |
Lessons Learned Date Only Picker UDF 1 | Disabled | Reserved for future use by your organization |
Lessons Learned Date Only Picker UDF 2 | Disabled | Reserved for future use by your organization |
Lessons Learned Currency Amount UDF 1 | Disabled | Reserved for future use by your organization |
Lessons Learned Currency Amount UDF 2 | Disabled | Reserved for future use by your organization |
Lessons Learned Picker UDF 1 | Disabled | Reserved for future use by your organization |
Lessons Learned Picker UDF 2 | Disabled | Reserved for future use by your organization |
Additional Notes
The Lessons Learned Additional Notes block is reserved for future use by your organization.
Field Name | Access | Description |
|---|---|---|
Lessons Learned Text 255 UDF 1 | Disabled | Reserved for future use by your organization |
Lessons Learned Text 255 UDF 2 | Disabled | Reserved for future use by your organization |
Lessons Learned Text 255 UDF 3 | Disabled | Reserved for future use by your organization |
Lessons Learned Text 255 UDF 4 | Disabled | Reserved for future use by your organization |
Lessons Learned Long Text UDF 1 | Disabled | Reserved for future use by your organization |
Lessons Learned Long Text UDF 2 | Disabled | Reserved for future use by your organization |
Last Published Monday, April 14, 2025