Adding or Editing a Phase

Role: Project Manager or Portfolio Manager

The phases of a project have defined start and end dates. This allows Project Managers to manage whether or not the project is on track.

Follow these instructions to add or edit a phase:

1.Log in to the application as either a Project Manager or Portfolio Manager.

2.Open the Project workspace. The system displays a list of all projects.

3.Select the project you want to open and double-click to open it.

4.Select the Phase tab and add or edit a phase.

•To add a new phase, click New Project Phase to open a blank form.

•To edit an existing phase, select the entry and double-click to open it.

5.Enter information into the fields.

Mandatory fields are marked with an asterisk.

Field	Description
Title*	Title of the phase.
Project	Connects the phase to a project. You can enter a partial name and click Search or click Search to let the system find and list all available projects. This field may already contain the project name, in which case the field is locked.
Phase*	The phase number. You must manually enter this number. This allows you to change the phase number in case you need to insert a new phase between existing phases.
Status*	Select the phase status from the list. Only phases with an active status are listed on the project calendar.
Schedule Status*	Select the schedule status from the list. The status affects the color codes for the portfolio and the project.
Description*	Describes what this phase will accomplish.
Start Date	Click the calendar icon and select the start date of the phase.
Target End Date	Click the calendar icon and select the end date you targeted for the phase.
Actual End Date	When the phase is completed, click the calendar icon and select the actual end date of the phase.
Completion (%)	The percentage of completion of the phase. This impacts the Consumed field.

6.Click Save.

You can add an additional information to the phase by opening it from the Project Phase workspace, or select the phase entry in the Phase tab, and then click Go to to open the record in the phase record page. Adding tasks to a project is done from a phase record page. You can't add tasks directly from the project page.