Project Information

All Projects need a Name and Vision Statement.

A Project's Name should be brief and clearly identify the Project.

A Project's Vision sets the goal or main purpose of the requirement or contract. It is not necessarily a duplication of the organization's vision.




Project Information- New


Create a new Project by completing the following fields:

  • Requirement Type - select what type of Requirement document you are creating by selecting between Performance Work Statement (PWS), Statement of Work (SOW), or Statement of Objectives (SOO)
  • Project Classification Level (when appropriate) - select the Classification level for this Project. When clicking the dropdown box, you will only be able to make a selection that is equal to or lower than the assigned database classification.
  • Locked - select this checkbox if you want to lock the contents of the Project. This is useful when sending a Project out for review. No content changes can be made to a locked Project.
  • Folder - folder where you want the new Project to be located.
  • Project Name - the name of the Project.
  • Vision of Requirement - the main purpose of the Project.
  • Project Status - optional field where you can designate the project as new, complete, etc. by selecting from the dropdown list or typing your own status designation.
  • Creation Date - optional field used to display when the project was created.
  • Version - optional field used to track a version number for the project. You may use your own alphanumeric scheme.
  • Deliverables Numbering - shows a preview of how Deliverables in this Project will be numbered. You can change this by clicking the "Manage Numbering" button.
  • Prefix - if applicable, you can assign a Prefix that will show up in front of your Requirements.
  • Requirement Template - the template that will be used to create the Performance Work Statement in the new Project. The Default PWS Template is pre-selected.
  • QASP Template - the template that will be used to create the Quality Assurance Surveillance Plan in the new Project. The Default QASP Template is pre-selected.
  • "Manage Templates" button - launches a new window where you can manage the templates you will use for the PWS and QASP. For more information on this topic click here.
  • "Save" button - saves the Project data.
  • "Cancel" button - discards the new Project and navigates to the previous page.
  • Process Flow
    • Left Arrow - navigates to the Project List.
    • "Where Am I" button - displays where you are in the process flow.
    • Right Arrow - navigates to the Requirements Definition page.





Project Information- Edit


Edit an existing Project's Information by addressing the following fields:

  • Requirement Type - select what type of Requirement document you are creating by selecting between Performance Work Statement (PWS), Statement of Work (SOW), or Statement of Objectives (SOO)
  • Project Classification Level (when appropriate) - select the Classification level for this Project. When clicking the dropdown box, you will only be able to make a selection that is equal to or lower than the database classification and the classification already established in the Project.
  • Locked - select this checkbox if you want to lock the contents of the Project. This is useful when sending a Project out for review. No content changes can be made to a locked Project.
  • Folder - folder where you want the Project to be located. You can change the folder location by selecting a different folder from the dropdown list.
  • Project Name - the name of the Project.
  • Vision of Requirement - the main purpose of the Project.
  • Project Status - optional field where you can designate the project as new, complete, etc. by selecting from the dropdown list or typing your own status designation.
  • Creation Date - optional field used to display when the project was created.
  • Version - optional field used to track a version number for the project. You may use your own alphanumeric scheme.
  • Deliverables Numbering - shows a preview of how Deliverables in this Project will be numbered. You can change this by clicking the "Manage Numbering" button.
  • Prefix - if applicable, you can assign a Prefix that will show up in front of your Requirements.
  • Requirement Template - the template that was used to create the Requirement in this Project.
  • QASP Template - the template that was used to create the Quality Assurance Surveillance Plan in this Project.
  • "Save" button - saves the changes you have made to the data.
  • "Cancel" button - discards changes you have made to the data and navigates to the previous page.
  • "Whiteboard" button - the Whiteboard is a handy location where you can record notes to yourself or other users for reference. This data is not visible in any of the finished products that the tool creates.
  • Process Flow
    • Left Arrow - navigates to the Project List.
    • "Where Am I" button - displays where you are in the process flow.
    • Right Arrow - navigates to the Requirements Definition page.





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