Releasing Project Elements 

Use

Once you have entered the basic data for a project element and want to start processing it, you have to release the project element for processing.

As a rule, all project elements below the project definition are automatically released once the higher-level project element is released. This is also true if the higher-level element was released automatically. You only have to release a project element manually if the prerequisites for the release were not met.

Prerequisites

●      You entered a project type, phase type, checklist type, or task type for projects, phases, checklists, and tasks.

●      If you want to release a phase, the project it belongs to and the predecessor phase must both have already been released.

Features

The manual or automatic release of individual project elements has the following consequences:

●      Project definition:

○       The project is released for processing (see Editing Project Structures).

○       The project is no longer scheduled automatically.

○       You cannot change the project type.

○       The first phase of the project is released.

●      Phase:

○       The phase is released for processing.

○       The lower-level project elements are no longer scheduled automatically.

○       You cannot change the phase type.

○       Any existing checklist references are resolved.

○       The subtasks and lower-level checklists are released for processing.

○       You cannot move the phase or insert another phase ahead of it.

●      Checklist:

○       The checklist is released for processing.

○       You cannot change the checklist type.

○       The lower-level checklist items are released for processing.

●      Checklist item:

○       The checklist item is released for processing.

○       The subtasks are released for processing.

●      Task:

○       The task is released for processing (see Confirming Tasks).

○       You cannot change the task type.

○       The subtasks are released for processing.

Activities

To release a project element manually, choose the entry Release from the Change Status dropdown box in the editing view of this project element in the General area on the Basic Data tab page. Save the project.