SPM - Project Workspac - Advancing Phases
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a month 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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a month 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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a month ago
Thank you for our response @arnand__99 I should have clarified that in the classic/legacy version we were able to advance the phases as needed through the chevrons at the top or in the list view. However in the Project workspace there isn't anywhere to advance them. As we are transitioning the question has been posed.
