Creating Basic Data for a PhaseYou created a phase in a project (see Creating Project Elements) and are in the editing view of this phase on the Basic Data
tab page (see also Opening
a Project or Project Version).
Note
You cannot make any changes if you opened a snapshot.
You created roles (see Creating a Role).
In the Language
field (upper right-hand corner) you selected the language you want to use for creating language-dependent texts (see also Multilingual Capabilities ).
General
Area
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.
Select a phase type.
You must create a phase type before you can release a phase.
Note
If you have assigned phase types to project types in Customizing for SAP Portfolio and Project Management
under then you can enter only a phase type that is assigned to the project type of your current project.
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.
Specify persons responsible (see Persons Responsible for Project Elements).
Enter a description, as required.
The description is language-dependent.
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.
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
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.