Phases (v8.xx)

Phases (v8.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 the tasks, deliverables and assignments to compute the planned and actual start and end dates, the planned, actual, remaining and re-estimated workload and cost, the progress as well as the status of the phase.

Phase records can be opened from the "Project description" where they are listed in the "Phases" section.





Header

Phase

Phase name

Project

The name of the project the phase belongs to.













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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):

"Completed" if all tasks and deliverables are completed.

"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".

"Requested" as long as there is at least one task that has a status of "Requested" (deliverables are never requested).

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

Planned: Very first planned start date of all tasks in the phase or very first planned delivery date for all deliverables in the phase.





Actual: 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: Very first initial planned end date of all tasks or very first initial planned delivery date of all deliverables.

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

Actual: 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:

initial workload, planned workload, actual workload, remaining workload,

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:

initial cost, planned cost, actual cost, remaining cost,

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.


  1. Deleting a phase


In the correct usage Tasks & Phases should only be deleted in the Genius planner as this way by synchronizing also the documents are deleted / updated. So deleting a phase document manually in a view should not be necessary. But by deleting tasks from views or in the documents (not in the Genius Planner), sometime a phase document is left behind.


To delete a phase manually outside the Genius planner:


From a view. Select the phase(s) to be deleted from the view and click "Delete" on the menu action bar for the view.



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

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