PROJECT DOCUMENTATION TEMPLATE

PROJECT DOCUMENT DOCUMENTATION DATE

OWNER VERSION
PHASE NAME DESCRIPTION COMPLETED

Details the business needs and other

Business pertinent information to determine
Pre-Initiation
Case whether the project is worth the required
investment or not.
Authorizes the project and enables
Project resource allocation. The chartering
1.0 Initiation
Charter process forms the key project members
and formally kicks off the project.

Project
Helps define how the project will be
2.0 Planning Management
carried out from start to finish.
Plan

Helps stakeholders to plan and track

Project
2.0 Planning tasks, milestones and key dates within the
Schedule
project.

Defines particular requirements for a

Requirements
2.0 Planning project or product that must be met in
Document
order to satisfy the business objectives.

Milestone A visual illustration of the schedule for

2.0 Planning
Timeline major milestones and project deliverables.

Captures and tracks vital project

3.0 Monitor Project information, making it easier to manage
& Control Register project elements throughout the duration
of the project.

Project
3.0 Monitor
Meeting Documents notes for all project meetings.
& Control
Notes

Project Communicates the overall health of the

3.0 Monitor
Status project to key team members and
& Control
Report stakeholders.

Project Utilized by the Project Manager to request

3.0 Monitor
Change changes to the project scope, costs,
& Control
Request schedule, milestones, etc.

Outlines the testing strategy, objectives,

3.0 Monitor Project Test
and resources necessary for testing, test
& Control Document
estimation, and test deliverables.

Identifies the lessons learned by team

Lessons members and management on a project
4.0 Closure
Learned to help teams repeat desired outcomes
and avoid unfavorable outcomes.

Project The Project Closure document validates

4.0 Closure
Closure the project’s completion.
 DISCLAIMER

Any articles, templates, or information provided by Smartsheet on the website are for
reference only. While we strive to keep the information up to date and correct, we
make no representations or warranties of any kind, express or implied, about the
completeness, accuracy, reliability, suitability, or availability with respect to the website
or the information, articles, templates, or related graphics contained on the website.
Any reliance you place on such information is therefore strictly at your own risk.