Editing Projects

Use these instructions to make changes to projects in the Company Assets in Symphony:

1. Review the Project in an Unsubmitted Proposal

To update a project after using it in a submission, users may need to make changes to its associated documents. Note: This only applies to proposals that have not been Certified and Submitted.

Follow these steps to delete a project document.

1. Start in the submission's Projects/Past Performance screen (see Figure 1).
2. Select the Project title to view the summary.
3. Search for the file (we use the Find function), and locate where a document is referenced.  
4. Return to the previous project screen and click the "Modify" button for the respective project.
5. Remove or replace the file references for the claims to delete them in My Company, Projects.  

The Submission displays the Solicitation Name on the top left and the Live Score on the top right.

Figure 1. Projects/Past Performance in the Submission Screen.

2. Access Projects/Past Performance in My Company

To edit projects, navigate to My Company and select the Projects/Past Performance tab (see Figure 2). 

• Projects will be displayed in a table format to view, edit, or delete from the asset library. 
• Use the Project’s title as a link for changes and review.
• Change documents or project details.

The Company Name displays on the top left.

Figure 2. Projects/Past Performance in the My Company Screen

3. Review and Complete

The information displayed focuses on four areas: General Information, Locations, Teaming, and Past Performance (see Figure 3). Check the project summary and documentation for accuracy. Save the changes. 

Figure 3. Project review in the My Company Screen

4. Edit the Submission

Edit projects and make changes to the supporting documents before a submission deadline. 

• Return to the submission to update Performance Factors and file references (see Figure 1).
  
• Project documents will be used as a reference to support the claims for the Project Details and the Performance Factors when adding the project to a submission (see Navigating Open Market Solicitations).

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