List of phases
This screen lists the phases already created on the platform. Phases are attached to a project. For this reason, it is not possible to create phases via this screen, so you must turn to the theme Planning in the project area.
This screen can be accessed by clicking on the homepage block title Your phases. The filter criterion
manager will nevertheless be applied automatically, with the logged-in user selected.
La view List of phases is available for this screen.
Searching and organizing the list
We can have a filter All projects
or a filter that works with criteria.
This button makes it easy to find the items you're looking for. You can use an already saved filter (private or public) or specify specific filter criteria.
This button is used to sort :
- in ascending order on first click (down arrow)
- in descending order on second click (arrow up) A third click on this button removes the sorting.
Sorting is performed on the header of a list in the application: list of views, users, projects, etc.
Click on Register to apply the filter and
Close to return to the list.
Please note that project filters and filter criteria appliedaction the Filter are cumulative.
Creation and modification
It is possible to modify List
, Chain
, Digital
, Boolean
or Date
without leaving the phase list screen.
Quick editing can only be performed on one phase at a time.
This button is available to the right of a phase line.
Rights required : Modifying a schedule object or
Modifying your schedule objects
This button allows you to modify multiple items of information with a single click.
Used to modify a phase. See Phases - Modifying a phase
Data processing
This button downloads/opens the default milestone summary sheet summary sheet Phase / milestone web or
summary sheet phase / milestone document)
Right required : Viewing views in platform administration
This button is used to download a file .ics
and open it via your mailbox or calendar.
The information included is :
-
Wording phase
Wording the project
Type phase
- date of
estimated start phase
- date of
estimated end phase
- URL link to phase
This button is available via a phase's contextual menu .
phase modification
Click on the phase label to access it directly.
The Edit
will then allow you to make modifications to the elements of the phase.
The following actions are possible on this screen:
Validates your changes. This may redirect you to the previous page on some screens.
Adds a dependency with another phase or milestone
Removes a dependency on another phase or milestone.
Removes all phase dependencies on another phase or milestone
batch edit phases
By selecting several phases in the phase list, you can modify certain fields to save time.
The following actions are possible on this screen:
Validates your changes. This may redirect you to the previous page on some screens.
Rights required :
Here are the fields found in this screen:
It is possible to select structure values from those created on the platform and which can be attached to a phase (defined on Add attachments to selected items
or Replace attachments for selected items
). Hierarchies