Adding Projects

Modified on Mon, 03 Jun 2024 at 06:45 PM

To add projects to your Company Assets in Symphony, complete these steps:

 

1. Go to Projects 

Start in My Company and select the Projects/Past Performance tab (See Figure 1). 


Figure 1. Add Projects in My Company


2. Add a Project

The +New Project Experience button will add projects to your company assets before you start your proposal (See Figure 2).

  Figure 2. Add New Project Experience


3. Provide Project Data

New Projects are entered by filling in the fields, and following the steps relating to your Project References, Documents, and Details (See Figure 3)

  • Adding Team Members or MRCLs to your Company Assets before adding projects makes them available for reference as the Prime Contractor or Team Member that performed the project.


Figure 3. Project Identifiers

 

4. Upload All Your Project Documents

When uploading your project documents, use descriptive file names that explain the information contained in the documents to support your claims. Uploaded files should have annotations (“tags”). See Symphony Tagging to learn more. Some recommended tags are listed below. (See Table 1)

 

COSTS
 Other Direct or Indirect Costs
CR 
 Cost Reimbursement
FTE
 Full-Time Equivalents
LOCATIONS 
 Number of locations
NAICS
 NAICS
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.


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

 

5. Add Your Core Project Details

Core Project Details are the elements that make a project eligible for a proposal and questions that do not correlate to a solicitation are optional (See Figure 4). Solicitations may ask for different configurations of this screen.


Figure 4. Project Details

  

6. Review and Complete

Check the project's general information and documentation before you Save and Complete the project.

  • A table will display the added Projects/Past Performance
  • Use the Project title as a link to review or update the general information and documentation. 

 

7. Add Projects to Your Proposal

Returning to the Dashboard and going to the Solicitations tab will allow you to add projects to your proposal submission. More questions and scoring elements are available in the Performance Factors section (See Offeror Support)




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