Phases (v10.xx)

Phases (v10.xx)

The Phase records are auxiliary records displayed in views, to represent the Work Breakdown Structure (WBS) and provide a better insight into the phase/tasks relationship for the projects. These documents are for reference only. They are created automatically when using a planning tool, provided the project has phases.


The agent "Update the project dates" updates the phase record using tasks, deliverables, and assignments to compute:

  1. Planned and actual start and end dates
  2. Planned, actual, remaining, and re-estimated workload and cost
  3. Progress
  4. Status of the phase
Phase records can be accessed from the "Project description" document, where they are listed in the "Phases" section.




Header

Phase

Phase name

Project

The name of the project the phase belongs to













Progress







Status

Indicates the status of the phase. This value is updated when the agent "Update the project dates" runs.

The following rules apply when computing status (records in the "Cancelled" status are ignored):

  1. "Completed" if all tasks and deliverables are completed.
  2. "In progress" if at least one task has a status of "Completed" or "In progress", or at least one deliverable has a status of "In progress", "To be approved" or "Completed".
  3. "Requested" as long as there is at least one task that has a status of "Requested" (deliverables are never requested).
  4. "Stand-by" otherwise.

Labor

The percentage of progress for labor, based on time spent on tasks belonging to the phase.


Physical

Only visible if all tasks in the phase have the option "Physical progress" set to "Used for the earned value calculation".




Start


Initial:   The very first initial planned start date of all tasks in the phase or the very first initial planned delivery date of all deliverables in the phase.

Planned: The earliest planned start date of all tasks in the phase or the earliest planned delivery date for all deliverables in the phase.



Actual: The very first actual start date of all tasks in the phase or very first actual delivery date of all deliverables in the phase.

These values are updated when the agent "Update project dates" runs.





End

Initial: The very first initial planned end date of all tasks or very first initial planned delivery date of all deliverables.

Planned: The very first planned end date of all tasks or very first planned delivery date of all deliverables.

Actual: The very first actual end date of all tasks or very first actual delivery date of all deliverables.

These values are updated when the agent "Update project dates" runs.






Workload

Indicates, in the workload unit defined in the General setup document, the following total workloads of all tasks belonging to the phase:

  1. Initial workload
  2. Planned workload
  3. Actual workload
  4. Remaining workload
  5. Estimated workload at completion (EAC)

These values are updated when the agent "Update project dates" runs.







Costs

Indicates, in the project currency, the following total costs for all tasks belonging to the phase:

  1. Initial cost
  2. Planned cost
  3. Actual cost
  4. Remaining cost
  5. Estimated cost at completion (EAC)

If the project currency is different from the reference currency defined in the [Projects] module, the second row of costs displays the values computed in the reference currency.

These values are updated when the agent "Update project dates" runs.


Deleting a phase


In the correct usage, Tasks & Phases should only be deleted in the Cerri Planner. This ensures proper synchronization and that related documents are also deleted or updated accordingly. Therefore, deleting a phase document manually from a view should not be necessary. However, when tasks are deleted from views or  directly within documents (and not through the Cerri Planner), a phase document may occasionally be left behind.

To delete a phase manually outside the Cerri Planner:
  1. From a view. Select the phase(s) to be deleted and click "Delete" on the menu action bar.



Note:  The only view where you can see and select phases is "Phases - Progress follow-up".

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