PPM Phases - How to Change the 5 Phases of a Project to 4.

David Carroll
Tera Contributor

‎08-29-2022 09:05 PM

Hi 

I have a request to change the OOTB phases for a PPM project Record.

Currently, there are 5 =   Initiate > Plan > Execute > Deliver > Close 

Is it possible to change the phase to 4 and update the names in the drop-down list and banner headings as below

Proposed =  Initiate > Design > Deliver > Close

If possible where is it updated and what are the possible impacts of changing

 

 

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Uncle Rob
Kilo Patron

‎08-30-2022 06:25 AM

Don't let the fancy formatter fool you.  Phase is just a choice list.
I don't *THINK* it has any mechanical consequence, but before I made such a change I would DEEP dive into Business Rules and script includes to ensure nothing gets touched based on the phase field.