Adding Projects

Modified on Thu, 5 Dec at 2:08 PM

To add projects to Company Assets in Symphony, follow these steps: (An instructional video on this topic is also available at the bottom of the page).

1. Go to Projects

In My Company, select the Projects/Past Performance tab (see Figure 1).

Adding Projects start in My Company

Figure 1. Projects in My Company

2. Add a Project

Select the +New Project Experience button to add a project to company assets before starting a proposal (see Figure 2).

Adding New Project Experience Figure 2. Add New Project Experience

3. Provide Project Data

Enter the required information for the new project in the fields provided. Complete sections on Project Reference, Documents, and Details (see Figure 3).

Note: Adding Team Members or Meaningful Relationship Commitment Letters (MRCLs) to the Company Assets before adding projects will make them available for reference as the Prime Contractor or Team Member that performed the project.

Starting the Project Reference

Figure 3. Project Identifiers

4. Upload Project Documents

When uploading project documents, use descriptive file names that explain the information contained in the documents that support the claims.

Uploaded files should include annotations (“tags”). (See Symphony Tagging).

Recommended tags are listed below

COSTS	Other Direct or Indirect Costs
CR	Cost Reimbursement
FOREIGN	Foreign Country/Location(s)
FTE	Full-Time Equivalents
LOCATIONS	Number of locations
NAICS	North American Industry Classification (NAICS) code
OCONUS	Outside of the Continental United States
POP	Period of Performance
PSC	Product and Service Code (PSC)
TCV	Total Contract Value
TEAMING	Subcontractor/Teaming

Table 1.

Tips:

Name and tag files outside Symphony.
Simple “tags” added as comments to documents will describe the relevant project experience to make the submission process easier for users and the evaluators.
File References will also direct the evaluators to the relevant project document.

5. Add the Core Project Details

Provide the Core Project Details, which establish a project's eligibility for a proposal. Optional questions may vary depending on the solicitation (see Figure 4).

Adding Project details supported by tags and documents

Figure 4. Project Details

6. Review and Complete

Confirm the project’s general information and documentation before selecting Save and Complete. A table will display the added Projects/Past Performance, with the project title as a link to review or update information.

7. Add Projects to a Proposal

Returning to the Dashboard and going to the Solicitations tab will allow users to add projects to a proposal submission. The Performance Factors section includes additional questions and scoring elements (see Navigating Open Market Solicitations).

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