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Warehousing Information

Warehousing Information

Author: Sophia Tutorial

This lesson discusses the process for warehousing information from a project.

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What's Covered

  1. Warehousing Documents  


It's the project manager's responsibility to confirm all information relevant to a project's history has been safely archived for future reference.  

Most organizations require that all project information created during the project be warehoused within the organization's archive system. This is a critical part of the closing process, since it allows future projects the opportunity to review, use, and leverage this information for future development.

What documents need to be warehoused?

  1. Scope
  2. Schedule
  3. Budget
  4. Risk logs
  5. Decision logs (created during closing process)
  6. Lessons Learned (created during closing process)


Change requests should be included since they may have modified the schedule or budget.   

What documents should NOT be warehoused?

  1. Meeting notes/emails
  2. Individual evaluations

Often the information is filed electronically using whatever methods are commonly used within the organization, allowing for the most convenient access.  If an organization has a specific file naming convention for warehoused files, then this should be used by the project manager.

The project manager should facilitate the storage of project information from all phases of the project’s life cycle, including project scope documentation, as well as any information on the performance or quality expectations for the deliverables. Be sure to include any change requests since they may have modified the schedule or budget.

Step by Step

It is only after a project's readiness has been verified-- all project approvals have been gathered and all project documentation has been warehoused appropriately-- that ownership of the project and the deliverables can be transferred.


In this lesson, you learned that warehousing documents such as the scope and risk logs are commonly filed electronically for easy access by all project managers.  Most importantly, you learned why warehousing this critical information is key since it allows future projects the opportunity to review, use, and leverage this information for future development.

Good luck!  

Source: This work adapted from Sophia Author Jeff Carroll.