Creating phases

This topic guides you on how to create new Phases in a Phased project. For a quick introduction and the life cycle of the phase, you can refer to Project Management Overview.

These operations can be performed by the Project Manager of the project, Portfolio/Program Manager of the Portfolio/Program, Project Masters, Portfolio Masters and Project Managers with write additional access in the project.

To create a new phase in a phased project

1. Log in to the Portfolio Management application
2. Navigate to Workspaces > Projects.
3. To open a project on the Projects workspace, click the required phased project ID.
4. On the project details page, go to the Phase tab and click the New Phase button.

5. On the create phase blade page, enter the values for the following fields:

   Field Labels	Description
   Summary	Enter a short summary of the phase which describes the objective.
   Start Date	Estimated start date of the phase. The start date has to be after the end date of the previous phase if it exists and later than the start date of the project.
   End Date	Estimated end date of the phase. The end date has to be before the end date of the project.
   Priority	Critical, High, Medium, Low.
   Phase Manager	A persona who monitors and manages all the details of the phase.
   Description	This is a special type of field which supports basic formatting, images, tables, and hyperlink. Enter details of the phase.
   Attachments	Any useful information or use cases for better understanding attachments can be associated here.

6. Click Save. The new phase is created and opened in Staged status.

To create a new phase using a template in a phased project

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 Phase tab and click the New Phase button.
5. On the create phase blade page, click Select Template.
6. On the Select Phase Template page, there is a list of the available phase templates, select a phase template from the list and click Select.

7. Enter and review the values (some of them are copied from the template) for the following fields: 

   Field Labels	Description
   Template	Name of the phase template applied, you cannot modify this field.
   Summary	Summary copied from a template.
   Start Date	Estimated start date of the phase. The start date has to be after the start date of the project and after the end date of the last phase if it exists.
   End Date	Once the start date is filled, the end date is populated automatically in order to the Duration from the template and start date.
   Priority	Priority copied from a template.
   Phase Manager	A persona who monitors and manages all the details of the phase.
   Description	Description copied from a template.
   Attachments	Any useful information or use cases for better understanding attachments can be associated here.

8. Click Save. The new phase is created and opened in Staged status. Tasks have been created and related to the new phase automatically from tasks templates related to the phase template applied.