Mimi Dionne said:

"I include dashboards in the project management records series. At minimum: retain for life of project."

So, would that imply that a screen shot (or equivalent capture) would need to be made of every dashboard every time it changed?

Maybe I'm interpreting "dashboard" in a different way.  We have quite a few workflow systems at my law firm, and the task assignments appear and disappear on an employee's dashboard every day, and sometimes hundreds of times a day, depending on the type of work done by an employee.  For a particular task, it might appear/disappear on 10 to 15 different employees' dashboards before it's been completed.  There may be a couple of hundred such tasks in work on any day, involving 5 to 10 different employees for each task.  I just can't imagine that this type of dashboard information would constitute a "record" when the workflow, itself, retains task assignment and activity information.

But, maybe I'm not understanding how the term is being used in your definition of a project management record.

Pilar C. McAdam, CRM
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Los Angeles, CA

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