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Project Documentation Management Template
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Ensure all your project documents are stored in one place, making it easier to access, review, update, and share as needed. This template guides you through setting up a document management system, establishing naming conventions, collecting and organizing documents, and maintaining the system for ongoing efficiency.
Improve accessibility and efficiency for Project Accountants and project teams, providing a centralized hub for all project documentation.
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Project Documentation Management in Priority Matrix
Centralize and manage all your project documentation efficiently with our streamlined template.
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Proposed Tasks
Setup & Organization
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Task 1: Set up document management system
☐ Choose a suitable platform ☐ Set up folders and categories -
Task 2: Define document naming conventions
☐ Establish standard naming protocols ☐ Share protocols with team
Document Collection
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Task 3: Collect existing project documents
☐ Gather all existing project documentation ☐ Organize documents according to set categories -
Task 4: Scan physical documents
☐ Scan all physical documents ☐ Store scanned documents in the management system
Document Review & Update
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Task 5: Review documents for completeness
☐ Check all documents for completeness ☐ Flag any missing or incomplete documents -
Task 6: Update outdated documents
☐ Identify any outdated documents ☐ Update information as necessary
Sharing & Maintenance
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Task 7: Share documents with team
☐ Provide team with access to the document management system ☐ Train team on how to use the system -
Task 8: Regularly maintain and update the system
☐ Regularly check the system for outdated documents ☐ Update the system with new documents as they come in