Moving phase order

The order of the phases indicates the order in which the phases are implemented in a Phased project. The Project Manager of the project, Project Master, Portfolio/Program Manager of the parent portfolio/program, and Project Managers with write additional access to the project, can change the order of phases in 'Staged' status.

To move up a phase

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.
5. Select the phase in the 'Staged' status that you want to move up from the list.
6. Click 'Move Up' bottom.
7. Dates about the previous phase and phase selected are updated:
   1. The start date phase selected is updated with the Start Date of the previous phase, and the End Date phase selected is updated in order with the new Start Date and duration of the phase.
   2. Start Dates and End Dates tasks related to the phase selected are updated in order with the new start date of the phase.
   3. The start date previous phase is updated after of new End Date phase is selected, and the End Date previous phase is updated in order with the new Start Date and duration of the phase.
   4. Start Dates and End Dates tasks related to the previous phase are updated in order with the new start date of the phase.
8. Orders are swapped between the previous and selected phases.
9. A warning message is shown:  'Please review the schedule of the Tasks in the Gantt'.

To move down a phase

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.
5. Select the phase in the 'Staged' status that you want to move down from the list.
6. Click 'Move Down' bottom.
7. Dates about the next phase and phase selected are updated:
   1. The start date next phase is updated with the Start Date of the phase selected, and the End Date next phase is updated in order with the new Start Date and duration of the phase.
   2. Start Dates and End Dates tasks related to the next phase are updated in order with the new start date of the phase.
   3. The start date phase selected is updated after of new End Date next phase, and the End Date phase selected is updated in order with the new Start Date and duration of the phase.
   4. Start Dates and End Dates tasks related to the phase selected are updated in order with the new start date of the phase.
8. Orders are swapped between the selected and the next phase.
9. A warning message is shown:  'Please review the schedule of the Tasks in the Gantt'.