SPM - Project Workspac - Advancing Phases

Teresa Adkins
Tera Contributor

4 hours ago

As an enduser - in Project Workspace how do you advance the phases of the project? It does not auto advance - and even though a project is closing it shows in the planning phase?

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Anand__99
Kilo Sage

2 hours ago

Hi @Teresa Adkins ,

 

In Project Management, phases and states serve different purposes:

  • Phases describe the functional progression of a project (such as Planning, Development, Execution, etc.). They help indicate where the project is in terms of ongoing activities.
  • States, on the other hand, describe the technical lifecycle of the record. They are used throughout the platform to manage transitions like Open, Work in Progress, Closed, etc.

Because of this distinction, it’s possible for a project to be in the Planning phase but still be moved to a Closed state if, for example, it is stopped due to budget constraints.

 

If you want phases and states to move in sync, you would need to build a custom solution using a Business Rule, Flow Designer, Script Include, or similar logic to align them.

 

Thanks

Anand

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