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Procedure documentationCreating Basic Data for a Phase

Prerequisites

Procedure

General Area

  1. Enter a name for the phase.

    The name is language-dependent but you can enter a name of your choice. The unique, language-independent number has been entered by default. However, you can change it.

  2. Select a phase type.

    You must create a phase type before you can release a phase.

    Note Note

    If you have assigned phase types to project types in Customizing for SAP Portfolio and Project Management under Start of the navigation path Project Management Next navigation step Structure Next navigation step Define Project Type End of the navigation path then you can enter only a phase type that is assigned to the project type of your current project.

    End of the note.
  3. Specify whether the phase has a predecessor phase.

    You use this setting to determine the order of the phases. If you make changes to the order, you see them in the structure tree.

    The system allows you to select phases from all phases that have already been created. Select No Predecessor for the first phase.

  4. Specify persons responsible (see Persons Responsible for Project Elements).

  5. Enter a description, as required.

    The description is language-dependent.

  6. Select the Calendar you want to use for this project, if required. The calendar influences scheduling. You use it to determine, for example, whether all weekdays or only working days are taken into consideration. In the standard system, the same calendar is used for the phase and the project definition. If you want to use a different calendar select it here.

  7. If you want to release the phase for processing, choose Release from the Change Status dropdown box.

    The system changes the current status Created to Released. This releases the phase for editing (see Editing Project Structures). At the same time, other existing checklist references are resolved and the tasks that belong to the phase are released for editing.

    Note Note

    Once you have released the phase, you can no longer change the phase type. You cannot change the order of the phases or delete the phase either.

    For more information about the status and the effects of changing the status, see Status of Phases.

    End of the note.