How to implement automatic Phases in a Project (a possible implementation)

[Marco Nappo_]

When you go to any project in PPM you see there are 5 phases related:

1. Initiating (Normally when Project State is pending)

a. Add more detailed info related to project: Project Manager Details, Business Case, Preferences 

b. Readjust existing ones the system copied from the related Demand: Dates, Cost/Resource/Benefit Plans, Risks

2. Planning (Normally when Project State is Open): Defining Project Tasks

3. Executing (Normally when Project State is Work in progress): After the first project task start the project should move to Executing phase 

4. Delivering: (also known as Monitor and Control): Project, even during execution can be monitored to make needed adjustments related to cost, dates etc…
5. Closing (Normally when Project State is Closed Complete / Incomplete / Skipped): Analyze the success of your problem and eventually identify Defects and Enhancements (Project State: Closed …)

The project doesn't move automatically from one phase to the other, if you want the project to do so feel free to downlod the Update Set in attachment as a possible implementation.

It's easy to see that moving from one phase to another can directly depends on the Project state so we can modify the phases process flow to depends on project states instead of phases.

Moreover you are not forced to implement 5 project phases, a project can be implemented on 4 phases as well as described in this article

All the phases related with a project in SN can be found on

1. On Application Navigator write: sys_process_flow.list

2. Filter by Table = Project [pm_project]

3. Set Initiating Condition : State is Pending

4. Set Planning Condition: State is Open

5. Set Executing Condition: State is Work in Progress

6. Set Delivering Active = False

7. Set Closing Condition: State is one of Closed Complete, Close Incomplete, Closed Skipped

8. In Script Include PlannedTaskStateManagement modify _findState commenting the eventualBucket lines and assigning them to open and pending states respectively

[James100]

Very helpful. thanks Marco.