Changing phase statuses

The Project Manager of the project, Portfolio/Program Manager of the parent portfolio/program, Project Masters, Portfolio Masters and Project Managers with write additional access to the project, can move the phase to different statuses throughout its lifecycle.

To change a phase status

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open a Phased project on the Projects workspace, click the required project ID.
4. On the project details page, go to the Phases tab and click the required phase ID.
5. On the phase details page, click Edit.

6. Select the required value in the Status field. The following table lists the required status change based on actions you can perform on a phase: 

   From status	Action	Change to status
   Staged	The project manager cancels the phase implementation. Tasks opened related to the phase are cancelled automatically.	Cancelled
   Active	Once all tasks related to the phase are Done status, the project manager can complete the phase. No more tasks are related to the phase. If the phase is defined with the Automatic Done field set to Yes, the phase is updated automatically to Done status when the last task is completed (Done status). The next phase changes to Active automatically.	Done
   	The project manager cancels the phase implementation. Tasks opened related to the phase are cancelled automatically.	Cancelled

7. Click Save.