Viewing and updating phase details
The users who can access and view a phase in a project are: the Portfolio Manager creator of the project, the Project Manager assigned to the project, Task Users members of Teams of the project, the Portfolio/Program Manager assigned to the parent portfolio/program of the project, Project Masters, Portfolio Masters and Project Managers granted additional accesses in the project.
The Project Manager assigned to the project, the Portfolio/Program Manager of the parent portfolio/program, Project Masters, Portfolio Masters and Project Managers granted 'Write' additional access, can edit the phases within the Phased project.
To update a phase
- Log in to the Portfolio Management application
- Navigate to Workspaces > Projects.
- To open a Phased project on the Projects workspace, click the required project ID.
- On the project details page, go to the Phases tab and click the required phase ID.
On the phase details page, click Edit, and perform any of the following actions:
Action
Description
Change the basic phase details
The project manager assigned and the portfolio/program manager can update basic details of the phase:
- Summary.
- Description.
- Priority.
- Start Date.
- End Date.
- Progress.
- Automatic Done, if the 'Yes' phase is moved to 'Done' status automatically when all tasks are completed.
Assign or reassign the phase manager
The project manager and portfolio/program manager can assign or reassign a task user responsible for tracking the implementation of the tasks in the phase.
- Click the Associate button next to the Phase Manager field.
- A blade window is opened with a list of teams for the project. Select a team and then select a task user and click Select.
- Click Save to apply the changes.
Header functions
Opening a phase, you can also view functions (bottoms) related to the phase in the header.
The following table describes the phase functionalities that you can view for your reference:
Header bottom | Purpose |
|---|---|
Kanban | The project manager assigned and portfolio/program manager can open the Kanban board from phase to manage the flow of the tasks. See Kanban Boards. |
Resources | This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details refer to Configure-source-entity-type. |
Timecards | This button is visible to users who have the role of a resource contributor and if resource management is activated for Ideas. To get further details refer to Configure-source-entity-type. |
Other phase tabs
Other than the basics you can also view certain tabs that provide more information about the phase. The project manager can use this information to work on the phase.
The following table describes the phase tabs that you can view for your reference:
Phase tab | Purpose |
|---|---|
Tasks | List of the tasks related to the phase. To create a new task related to the phase, see Creating-tasks-in-a-phase. To relate tasks from the backlog to the phase and unrelate, see Relating tasks to sprint or phase and unrelating. To view the Kanban Board of the tasks related to the phase, see Kanban Boards. |
Activities | The Activities tab on the phase details page displays activities and the history of the changes that the project manager and portfolio/program manager have made in the phase. For more information, see Viewing-phase-activities-and-adding-activity-notes. |
Related | The project manager assigned and portfolio/program manager can attach files to the phase and view a consolidated list of all the documents added. For more information about attachments, see Adding documents to a phase. |