Changing Phase Names
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yesterday
Hello!
How can I change the names of the phases in SPM? I've been going round and round in circles trying to find the answer!
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4 hours ago
Hi! The Phase field is a choice field, and is used in a Process Flow formatter. If you want to change the name, number or order of the Phase choices you need to do this in two places.
Start by looking at the choice records for the Phase field. You can do this by going to the sys_choice table, and looking at the records with a 'table' value of pm_project and a 'element' value of phase. You can update or replace these as required.
Once that's done, you'll want to go to the Process Flow records for the project table (pm_project). Navigate to 'Process Flow' in the menu, and then filter the list by table. Update these so they have the new names, and set the conditions so they match the choices you've set up in the sys_choice list. Remember to set the 'Order' value so they appear in the right order.