9 3 UG:Manage Phases

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[edit] Manage Phases

Project.net's unique features like processes, phase, gate and deliverable are best suited for planning and managing traditional projects. Grouping of deliverables as phases, each with a set of predefined tasks, is easy to do with Project.net. In this scenario Project specific phases are first created, whereby Project Status can be tracked by phases.

[edit] Process

The process module in the Project workspace is where you can define a process and the phases that form the heart or life cycle of your project. Each project will only have one process but can have several phases.

[edit] What are the uses of Phases?

The process module is a formalized methodology for project phase management. These are the phases you go through, the sequence of these phases, and what you should have completed at the end of each phase. The formalized methodology provides a convenient way of tracking your progress that allows others to see where you are in the process and what you have left to do.

[edit] Tracking Project Phases

To track project phases is to identify and track the status of the different phases in the Project. This is visible in the selected Project dashboard.

[edit] What information on Phases are visible in the Project Dashboard?

The Project dashboard displays all the phases and milestones that relate to the selected project. The completion date of these phases and milestones, with their status and Progress percentage is highlighted in this channel.

[edit] Setting Phase Progress

Progress on a Phase can be tracked in either of the following two ways:

  • Schedule-based Progress Reporting
  • Manually report progress

[edit] Schedule based Progress Reporting

This type of phase progress will depend on the schedule of the tasks in the Project, when these tasks are assigned to the phase. Thus a phase progress is depict the progress of the tasks in the phase. This is automatically updated based on the task progress.

[edit] Manually Report Progress

This option requires the user to manually update the progress of the phase. This is updated by first selecting the option to manually report progress and then providing the entry fields on the following:

1. Start Date

2. End Date

3. Percent Complete

These fields are enabled for entry only on selecting the option on Manually Report Progress.

[edit] What are Deliverables in a Phase?

A deliverable is any measurable, tangible, verifiable outcome, result or item that must be produced to complete a phase or project.

Possible deliverable includes virtual or physical documents associated with the construction process. Because many deliverables contain graphical information, you can add a link to a deliverable. This link takes you directly to a document, greatly reducing time spent searching for a document while also ensuring that you also access the correct document.

Having a deliverable is optional.

For more information on Deliverables, refer More on Deliverables

[edit] Can I initiate a Workflow on a Phase Deliverable?

Yes, when a workflow is defined from one phase of a project to another, then the deliverable of a phase can be considered as a workflow initiator to begin the next phase in the process of the project. If you do have deliverables that meet these conidtions, then they can be dropped into a workflow, such as phase sign-off workflow.

[edit] More Help

[edit] Project.net User Guide

[edit] On-line Help

[edit] Project.net FAQ

[edit] Project.net User Forum


It is our belief that Project.net users know what they want in their Project.net documentation, therefore, we encourage you to edit this Wiki page and contribute your corrections and additions. If you read something that is not clear make a note of it on the Discussion tab.

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