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Workflow Phases (Project Server 2010 settings)

 

Applies to: Project Server 2010

Topic Last Modified: 2011-04-13

In Microsoft Project Web App, a phase represents a collection of stages grouped to identify a common set of activities in the project life cycle. Examples of phases are project creation, project selection, and project management. Phases have no direct technical effect on the behavior of an Enterprise Project Type. That is, changing the order of phases does not affect how the system reacts. The main purpose of Demand Management phases is to provide a smoother user experience where users have the option of organizing stages into logical groups.

Watch a video that shows an overview of the complete process of defining the phases and stages of a project life cycle

To create a new workflow phase
  1. On the PWA home page, click Server Settings.

  2. On the Server Settings page, under Workflow and Project Detail Pages, click Workflow Phases.

  3. Click the New Workflow Phase button on the toolbar.

  4. Under Name, enter the name of the desired phase, and optionally enter a description of the phase in the Description text box.

  5. Click Save.

To edit an existing workflow phase
  1. On the PWA home page, click Server Settings.

  2. On the Server Settings page, under Workflow and Project Detail Pages, click Workflow Phases.

  3. Click the existing workflow phase in the Workflow Phases column that you want to modify.

  4. Under Name, change the name to the phase name that you want, and optionally enter a description of the phase in the Description text box.

  5. Click Save.

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