Template Matrix

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DS + Save to
Valid for S P T Template name Template ID / Link
PM PM PM PM PM PM PM PM PM PM PM Folder
100 150 200 200 250 275 280 300 310 380 400

x x x x x x x Folderstructure (empty) Folderstructure copy and extract (7-Zip) to desired location in your local R&D Project folder
x x x x x x x Ordnerstruktur (leer) Ordnerstruktur Kopieren und in den lokalen R&D Projektordner entpacken (7-Zip)
x x x x x x x w w w w w w w w Baselining and Target Cost Controlling T-053 1_11
x x Engineering Change Order (ECO) T-040 DP 2-00-32-1-59-059 former W6180 5_03
x x x p p Design Catalogue H-004-A 11_01
x x x x x x w w w Development specification T-012 6_06
x x x x x x w w w w w w w w w w EVA-calculation T-050 ALTERNATIVE to T-051 6_04
x x x x x x x w Final project report T-014 1_13\PM310
x x x x x x x p p p p p p FMEA-Worksheet Annex 1e, DP 2-00-00-3-90-016 Templates in German and for Process FMEA are also avalilable (see DP) 2_02\...
x x x x x x Invention Notice Link to CT IP 7_01
x x x x x x x p Lessons learned collection T-022 1_20
x x x x x x x p p p p Make or buy decision Annex to DP 2-00-00-3-42-025 3_01
x x x x x x x p Metadata for archiving T-037 To be used for preparation for archiving of project documents 5_
x x x x x x Non-Disclosure and Restricted Use Agre Link to Corp. Legal 3_03
x x x Order for sample production SWF MBA-Tool mandatory use in SWF, not applicable for any other location n/r
x x x x x x x p PM appointment T-003 1_02
x x x x x x x w PM release T-029 1_02
x x x x x x Project change request T-025 6_08
x x x x x x CR Pre-decision T-054 new acc. to revised DP 59-012 (15.03.2015) 6_08
x x x x x x x w Project conclusion analysis T-013 1_13\PM310
x x x x x x x p p p p Project estimation sheet T-009 1_10
x x x x x x x Project logbook T-021 1_21
x x x x x x x w w w w Project order/contract T-001 1_13\PMxxx
x x x x x x x w w w Project organisation T-007 1_01
x x x x x x x p w p w w w w w Project report T-035 for workflow: cover sheet + overview information e.g. time table 1_12
x x x x x x x p p Project report cockpit <PM200 T-039 1_12
x x x x x x x p p p p p p Project report cockpit ≥PM200 T-036 1_12
x x x x x x x p p p p p p p Purchasing part list involve procurement engineer 3_
x x x x x x x p QMiP appointment T-004 only for A projects 1_02
x x x x x x x w w Requirement specification T-010 6_05
x x x x x x w w w w w w w w w Requirement tracking matrix T-011 6_07
x x x x p p Request project web T-020 mandadory only when project web is used sharepoint
x x x x x x w w Retrograde Calculation T-052 1_11
x x x x x x w w w w w w w w w Risk Register T-017 alternative an other form with same content is possible 2_01
x x x x x x Risk Catalogue T-018 template optional 2_01
x x x ? ? x p p p p Risk and Hazard Assessment T-019 mandadory if Senior QMiP is appointed in the project 2_03
x x x p p Role group members T-027 mandadory only when project web is used sharepoint
x x x x x x x w w w Simplified Dev. specification T-016 ALTERNATIVE to T-012 (for C/D Projects); Basic / Prestudy: not mandatory 6_06
x x x x x x w w w w w w w w w w w Simplified economical calculation T-051 for C/D projects; ALTERNATIVE to T-050: for A and B projects only applicable 6_04
for PM100/150
- for PM100: Document out of Innovation Meeting (PM090) -
x x x x x x x Template matrix T-008 Root
x x x p p p p p p Test matrix (AIS) T-031 8_01
x x x p p p p p p Test matrix (GIS) request template 8_01
x x x x x x w Checklist Milestone review P.M150 and R CL-012 1_13\PM150
x x x x x x w w w Checklist Milestone review P.M200 and D CL-015 1_13\PM200
x x x x x x Checklist Milestone review P.M230 create checklist (CL-014) 1_13\PM230
x x x x x x Checklist Milestone review P.M240 create checklist (CL-014) 1_13\PM240
x x x x x x w Checklist Milestone review P.M250 CL-007 1_13\PM250
x x x x x x w Checklist Milestone review P.M275 CL-008 1_13\PM275

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 Template Matrix

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Valid for S P T Template name Template ID / Link
PM PM PM PM PM PM PM PM PM PM PM Folder
100 150 200 200 250 275 280 300 310 380 400

x x x x x x w Checklist Milestone review P.M280 CL-009 1_13\PM280

x x x x x x w Checklist Milestone review P.M300 CL-010 1_13\PM300
x x x x x x x w Checklist Milestone review P.M310 CL-011 1_13\PM310
x x x x x x w CL for Project Contract up to PM200 CL-002 6_05
x x x x x x x p p p p p Object review (generic) CL-014 to object
x x x x x x x p p p p p Export Control-Checklist Checklist for R&D 1_14
x x x x x x x w w Manufacturing Maturity Assesment Questionary, DP 2-05-00-3-79-500 9_01
x x x x x x x p p p p Checklist products EP Std.1 Cecklist EP Std. 1 (en) acc. to EP Standard and ISO 14001 1_16
x x x x x x x p Registration form for Open Source SoftwaLink to OSS clearing 7_07
x x x x x x x p PSS Project Risk Assessment Link to questionaire usually only applicable for projects with SW-development 2_04
x x x x x x Milestone checklist PROCUREMENT Annex 5 to 2-00-00-3-49-121 3
x p Production release for switching devices Annex 1 to 2-00-32-3-79-806 9
x p Production release for electronic device Annex 2 to 2-00-32-3-79-806 9
x p Production release for Assembly Annex 3 to 2-00-32-3-79-806 9
x p Production release for Jig Annex 4 to 2-00-32-3-79-806 9
x p Production release for Vacuum InterrupterAnnex 5 to 2-00-32-3-79-806 9
x p Production release for Recloser Annex 6 to 2-00-32-3-79-806 9

Restricted 2/4 423035333.xlsx

 The purpose of the Template Matrix is the Tailoring of the Project by defining the templates for the mandadory
project documentation.
The result has to be documented e.g. in the project logbook or equivalent.
Template specific
Das Ziel der tailoring is described
Templatematrix in the template
ist das Tailoring explanations
des Projektes (ReadMe
durch Auswahl in der
Excel, last pages
Templates fürindie
Word)
Pflichtdokumente
des Projektes
Das Ergebnis
Template ist zu dokumentieren
spezifisches Tailoring ist inz.B.
denim Projektlogbuch
Erklärungen oder
zu den vergleichbar.
Templates beschrieben (ReadMe in Excel, letzte Seiten in
Word)

Hints to fill in:

The reference to the project - Project Contract Number (PV-Number); Project title and Author - could given by the filename and/or
project folder. Document fill in date and version before release or distribution.
Templates can be filled either in English or German
Ausfüllhinweise:
Der Projektbezug - Projektvertrag Nummer; Projekttitel und Autor - kann im Dateinamen und/oder durch Projektordner geschehen.r
eintragen. Vor der Verteilung Datum und Versionsnummer eintragen.
Das Template kann entweder in deutsch oder in englisch ausgefüllt werden.

Document release:
Approval of the document is together with the Requirement Specification and the Development Specification (new Version).
Dokumentenfreigabe:
Freigabe des Dokumentes zusammen mit dem Lastenheft und dem Pflichenheft (neue Version)

How to use the Template matrix

1.) Select according to the given columns and your project issue.
2.) Meaning of
w: workflow - has to be part of the workflow
p: prepared - no need for being part of workflow attachments
Wie wird die Template Matrix verwendet
1.) Auswählen entsprechend den gegebenen Spalten und den Projektangaben.
2.) Bedeutung von
w: Workflow - gehört in den Workflow
p: vorbereitet - nicht als Anhang zum Workflow

Assignment to project folder structure

The storage location within the project folder structure for the documents created from the templates is indicated in column A
Users of the project web should not save copies of these documents outside the project web!
Zuordnung zur Ordnerstruktur
Der Speicherort innerhalb der Ordner Struktur für die Dokumente basierend auf den Templates wird in Spalte A angezeigt
Anwender des Projektwebs sollen keine Kopien dieser Dokumente ausserhalb des Projektwebs ablegen!

Restricted 3/4 423035333.xlsx, Read Me

Date Template ID Version Describiton of Change

2018-09-24 Template_Matrix T-008 19 Complete revision / Excel 2010 (xlsx)

2018-09-27 Template_Matrix T-008 19a Correction PM100 "p" for project estimation canceled; column "Save to folder" added
2018-10-29 Template_Matrix T-008 19b Correction PM250 "w" for project report instead of "p"; footer added
2018-10-30 Template_Matrix T-008 19c Hyperlink to template Matrix changed to new version
2018-11-16 Template_Matrix T-008 19d Hyperlink to template documents changed to full path (error correction)
2018-12-06 Template_Matrix T-008 19e Hyperlink to Project Effort Estimation sheet changed - new version contains macros --> xlsm
2018-12-14 Template_Matrix T-008 20 Folder structure in DE and EN added
2019-01-18 Template_Matrix T-008 20a Comment for PSS Risk Assessment added and folder defined
2019-02-13 Template_Matrix T-008 20b Comment "Basic / Prestudy: only for A and B projects" canceled due to missunderstandable interpretation
2019-03-11 Template_Matrix T-008 20c Absolute Links fixed via file properties "link basis"= "."
2019-03-20 Template_Matrix T-008 21 Risk and Hazard Assessment added
2019-03-29 Template_Matrix T-008 22 Lessons learned collection added, storage location for logbook changed
2019-04-05 Template_Matrix T-008 22.1 Links modified according to new SharePoint

Restricted 4/4 423035333.xlsx, Change log