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Each project will have a sub-folder in the TID-ID folder in smart sheets. In this folder will be 5 4 files:

• Project Name Project
• Project Name Tracking
• Project Name Actuals Budget
• Project Name ScheduleDashboard
• Project Name TrackingReport
• Project Name Risk Registry
• Project Name PM Scoring

The Budget, Schedule Project and Tracking file will be used to plan and track the progress of the project. The Risk Registry and PM Scoring files are part of the Conduct Of Project Management process. The use of these files can be found here in the COPM document. All five of four of these files need to be created and maintained as part of your role as project manager.

The Actuals file is used for generating the Report file which compares each resource's earned value to the actual charges generated by the resource.

The Dashboard file is an overview of the project.

The sequence of events which need to be executed when setting up a project are:

1. Have Samantha Stephen or Ryan create you a new project. Email them the project name and information about which program this project is part of, the name of the PM, TL, and PE.
2. Edit the Budget Project file adding a line for each M&S item as well as each project labor task. See the information below about the use of each column.
   Run
   1. It is up to you to ensure the equations in the parent and task lines are correct. You can either copy the example lines or use the Project Update Script
   which will align the schedule file
   1. to
   the budget file and setup all of the appropriate links.
   1. Edit the Schedule file setting up the dates and duration of each task, assigning a resource.
   2. 1. ensure the fields are correct.
   3. Run the Project Update Script which will ensure the internal formatting and equations are correct in the Project Re-baseline the project, which will align the baseline dates to what you have entered in the schedule file.

   Descriptions of File Structures

   • Budget File
   • Schedule Project File
   • Tracking File