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LAD-0400 Project Management

Description

 Records of projects are handled together until the completion of a project. Includes project startup documentation, progress reporting, deliverables, training and communication plans. If project deliverables are part of another record series with longer retention, they must be retained as per that retention period, not the Project Management retention period.

Retention Trigger

 End of project

Retention

 Trigger + 5 years

Responsible Unit(s)

 Originating Unit

Source

  

Records System

  

Citations

  

Record Authority

 Originating VP

Disposition

 Destruction

Records Arising from Activity
  • Project charter
  • Project budget
  • Project financial records (transactions, etc.)
  • Progress reports
  • Deliverables
  • Process and procedure changes
  • Documentation of equipment
  • Training and communication plans

Retention Rationale

  

Personal Information

 No

Vital Record

 No

Protection

 Low