Manage Your Company's Projects and Tagging

Purpose: This guide helps you successfully add, edit, and delete Projects/Past Performance records. It also explains the mandatory process of tagging documents to guide evaluators in proposal scoring.

Table of Contents

• Before You Start
• Steps

1. Add a New Project Experience

2. Tag and Upload Supporting Evidence (CRITICAL STEP)   

3. Manage and Delete Projects  

• Troubleshooting
• Related Articles / Links

Before You Start

Make sure you know the following crucial rules:

• Projects are reusable assets. You cannot delete a project that has been used in a submitted proposal.
• Before uploading, you must add annotations ("tags") to your PDF documents outside of Symphony.
• See the Tag Legend in My Company → Projects → Documents for the full list of tags.
• Solicitation Preference Filter: Set the filter to the correct solicitation (e.g., OASIS+) before adding or editing projects. OASIS+ stands for One Acquisition Solution for Integrated Services Plus.

Note: My Company is for Asset Creation, and your Submission is for Asset Utilization.

Steps

1. Add a New Project Experience

Start by navigating to the correct tab and determining the project's type (Federal or Non-Federal).

1. Go to My Company and select the Projects/Past Performance tab.
2. Click the +New Project Experience button.
3. Select the Contract Type: This determines the required data. If the Federal agency is not listed, use a Commercial Project Type.
4. Provide Project Data: Complete the sections on Project Reference, Documents, and Details.
     

Projects/Past Performance tab showing the +New Project Experience button highlighted. 

2. Tag and Upload Supporting Evidence (CRITICAL STEP)

Tags guide evaluators to the exact location of the supporting evidence in your PDF documents.

1. Prepare Documents (Outside Symphony): Add clear annotations (tags) using your PDF software. You are not required to use all Symphony tags.
2. Upload Documents (In Symphony): Upload the "tagged" PDF document(s) to the project's Documents tab.

Tag Legend and Configuration

How to match the 'POP' tag in a PDF comment with the Period of Performance field in Symphony.

Bridge: Prepare for Proposal Submission ⚠️

CRITICAL NEXT STEP: Adding a project here only creates the template. To see and claim your scoring points, you must move to the submission.

Note on Proposal Elements: Once a project is added to a proposal, you may use additional fields (e.g., custom narratives or scoring responses) that are only visible in the proposal submission. Changes to these fields will not update the master asset in My Company.

1. Go to the Solicitations tab and click the Start Submission button to start the proposal process.
2. Add a project to the proposal.
3. Reference the Tags: When claiming Performance Factors, enter the keyword from your PDF document's comment into the "Location in the File" field in Symphony.
   • Reference: Assemble and Submit Your Proposal

3. Manage and Delete Projects

Projects can be edited at any time. Deleting a project is a complex process.

1. Review and Complete: Select Save and Complete after reviewing all details. The project title becomes a link to review or update the information.
2. Deleting (Check Submissions): You cannot delete a project that has been used in a submitted proposal.
3. Deleting (Drafts): If the project is linked to a proposal draft, go to the Submission and click the red icon to withdraw the project.
4. Deleting (Final Action): After the project is successfully withdrawn, return to My Company and click the Delete button.
    

Projects/Past Performance table showing the option to view, edit, or delete a project.

Troubleshooting

Related Articles / Links

• Manage Team Members and MRCLs—Guide for adding subcontractors and JVs
• Submit Documents and Understand Security—Guide on document restrictions
• Submit a Ticket to the Symphony Help Desk—For technical help