The project lifecycle phases are created by the administrator and is designed to match your existing project management methodology and associated lifecycle of phases. Depending on the size and complexity of your organisation, you may have one or more lifecycle phases that your projects will follow. UniPhi allows the administrator to define the lifecycle phases, and the categories of projects which will align with those phases. You may have a long list of lifecycle phases, but by associating each lifecycle phase to its relevant project category, the phases will be manageable and logical.
The Phase Number represents the sequential stages of your phased stage gates.
Pre-Sale Phase is only relevant if you manage projects on behalf of others (e.g. you are a consultant).
Completion State indicates that a projects phase is no longer “visible” within the main portfolio. This allows for completed, cancelled, or on-hold projects to be archived, so as to ensure the focus is on currently active projects.
To create a project lifecycle phase:
1. Click on the Configuration > Project tabs and navigate to the Lifecycle box:
2. Click on the Add icon. The following screen will be displayed:
3. Select the specific Sector, Project Type, Service Line and Location of the Lifecycle (if necessary)
4. Enter the number that corresponds to the lifecycle phase (e.g. Concept would be phase 1, Submission would be phase 2 etc.)
5. Enter the name of the Lifecycle phase
6. Make sure you include Pre-Award and Completion State phases. Tick the Completion State: tick box for these two phases. This ensures that projects that are completed or cancelled can be archived out of the default view whilst maintaining the information relating to those projects for future reference.
7. Click on the save icon
8. Browse to the Portfolio tab and select the Lifecycle drop down list from the pop-up menu to see your phase is now included in the list
You have successfully added a lifecycle phase
To edit a lifecycle phase:
1. From the Lifecycle page, click on the edit icon
2. Amend Lifecycle changes. For example, you may need to change the
name of a lifecycle phase, or change the sequential order that a phase appears within the full lifecycle.
3. Click on the save icon, to update all projects that have been assigned this phase.
You have successfully amended a lifecycle phase.
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