Table of Contents

Lessons Learned

Overview

The Lessons Learned process involves the identification and documentation of insights gained during and after a project. This process helps teams and organisations improve future projects by understanding what went well, what didn't, and how to enhance performance in the future.

Usage in Altus

Change Requests can be tracked in the following places in Altus:

Views

There are two types of views for Lessons Learned in Altus:

  • User Views: These views show all items assigned to the current user. In addition, users with higher levels of access can view items across the portfolio.
  • Object Views: These filter items based on which portfolio, program, or project they belong to automatically.

User Views

Work_Lessons

View Columns Filters
My Lessons Learned ID; Name; Created By; Category; Project; Program; Portfolio Assigned to = Current User
All Lessons Learned ID; Name; Created By; Category; Project; Program; Portfolio None

Object Views

These show items filtered within the context of the object. For example, the project Lessons view below only shows lessons that are linked to that project.

Program

Programs_Form_LessonsLearned

Project

Projects_Insights_LessonsLearned

Item Form

There are two types of items forms in Altus:

  • Quick Create: This is a simple version used to create the item.
  • Edit: Provides a full browser width version containing all fields and features.

Quick Create form

LessonsLearned_ItemForm_QuickCreate

Edit Form

LessonsLearned_ItemForm_Edit

Columns

The following columns exists in Altus.

Columns prefixed with sensei_ are those that form part of the Altus solution.

The remaining are default dataverse fields created automatically.

Property Value
Display Name Lesson Learned
Name sensei_lessonlearned
Primary Column Name
Description
Display Name Name Data type Field Length Customizable Required Searchable
Action Taken sensei_actiontaken Multiple lines of text 4096 True False False
Category sensei_category picklist True False False
Created By CreatedBy Lookup True False False
Created By (Delegate) CreatedOnBehalfBy Lookup True False False
Created On CreatedOn Date and Time Date and Time True False False
ID sensei_id Single line of text 100 True False False
Import Sequence Number ImportSequenceNumber Whole number True False False
Include in Program Report sensei_includeinprogramreport Yes/No True False False
Include in PSR sensei_includeinpsr Yes/No True False False
Lesson Learned sensei_lessonlearned Multiple lines of text 4096 True False False
Lesson Learned sensei_lessonlearnedId Primary Key True False False
Modified By ModifiedBy Lookup True False False
Modified By (Delegate) ModifiedOnBehalfBy Lookup True False False
Modified On ModifiedOn Date and Time Date and Time True False False
Name (Primary name column) sensei_name Single line of text 500 True True True
Observation sensei_observation Multiple lines of text 4096 True False False
Owner OwnerId Owner True False False
Owning Business Unit OwningBusinessUnit Lookup True False False
Owning Team OwningTeam Lookup True False False
Owning User OwningUser Lookup True False False
Portfolio sensei_portfolio Lookup True False False
Program sensei_program Lookup True False False
Project sensei_project Lookup True False False
Recommendation sensei_recommendation Multiple lines of text 4096 True False False
Record Created On OverriddenCreatedOn Date and Time Date Only True False False
Status statecode Choice True False False
Status Reason statuscode Choice True False False
Time Zone Rule Version Number TimeZoneRuleVersionNumber Whole number -1 to 2147483647 True False False
UTC Conversion Time Zone Code UTCConversionTimeZoneCode Whole number -1 to 2147483647 True False False

Lesson Learned Category (sensei_lessonlearnedcategory)

Value Label Description
955000000 Resource
955000001 Scope
955000002 Schedule
955000003 Technology
955000004 Business Process
955000005 Vendor
955000006 Management Escalation
955000007 Risk Management
955000008 Stakeholder Engagement
955000009 Other

Security Roles

Security Role Create Read Write Delete Append Append To Assign Share
Altus - PMO User Global Global Global Global Global Global Global Global
Altus - Portfolio Manager Basic Local Basic Basic Basic Basic Basic Basic
Altus - Portfolio Manager - Team Basic Basic Basic Basic Basic Basic Basic Basic
Altus - Program Manager Basic Local Basic Basic Basic Basic Basic Basic
Altus - Program Manager - Team Basic Basic Basic Basic Basic Basic Basic Basic
Altus - Strategy Executive None Global None None None None None None
Altus Admin User Global Global Global Global Global Global Global Global
Altus Portfolio User Local Local Local Local Local Local Local Local
Altus Project Executive Local Local Local Local Local Local Local Local
Altus Project User Basic Basic Basic Basic Basic Basic Basic Basic
Altus Strategy User Local Local Local Local Local Local Local Local

Legend

  • Global Organisation / Global
  • Local Business Unit / Local
  • Basic User / Basic
  • None None

For details see Application Security.

Dataverse Tables

Register Lesson Learned Register Lesson Learned with fields


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