Project Management

Please login or join to subscribe to this thread

File Naming Convention

linkedin twitter facebook  
avatar
John Zurflueh Program Manager| Getinge Pompton Plains, Nj, United States
I'm working on setting up a network directory for project/program document storage (unfortunately we may not have access to SharePoint or other doc mgt. system).


There are about 10 projects in the program and docs will include project mgt. docs such as MSP files, plans, charters, etc. as well as meeting minutes and some other project specific files.

Can anyone recommend a standard for a file naming convention to help facilitate organization, sorting and searching on docs?
Sort By:
avatar
Vasoula Christoforides Project Manager Surrey, United Kingdom
Hi John

Dont know if this of any help to you. Until such time when your company is ready to have in place SharePoint for example this is how you could manage online projects.

By getting your technical people to create a shared area for projects on the network.
Decide who should have access i.e. Project Managers, Sponsors, etc
Creat a high level list of projects within the shared area on the network e.g. I will give some examples to be followed for the other projects to be listed
100 - Project SharePoint [beneath this project create as required}
High Level Documents [Business Case - Mandate - PID etc]
Project Plan
Finance\Budget
Weekly Progress Reports [submitted by Project Managers]
Progress Reports for Project Board
Project Board Meetings
Team Meetings
Workshops
Templates [blank templates for Business Case, Mandate, PID etc]
You also need to establish a process for managing the Project shared area on the network.
etc etc -
You do this for each and every project, decide also who should have access and what acess rights e.g. Read only - maybe for Sponsors, Read, Write, Edit for Project Managers and so on.

If you dont already have a Project naming convention, an excel spreadsheet could be created to register the projects starting with 100. for example.

Project ID PM name Sponsor Start Date End Date etc etc
100
101
102
103
104







avatar
Josh Nankivel Engineering Project Manager| Apple Sioux Falls, Sd, United States
Whatever you do, be sure it's organized appropriately for the set of people who will be using it the most. Don't organize it for the executive or someone who will rarely if every dig into the directory structure to find something when they need it. Make it for your team to use.

-Josh

pmStudent e-Learning

Please login or join to reply

Content ID:
ADVERTISEMENTS

"The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into small manageable tasks, and then starting on the first one."

- Mark Twain

ADVERTISEMENT

Sponsors