You access the Life Cycle dialog box from the Life Cycle tab or from the row of the phase to be edited.
Each tab of the Life Cycle dialog box represents a single phase in the item's life cycle. You can access each phase by clicking on the relevant tab. Once you access the required phase, you can view, edit, or enter information as required, including information about deliverables.
Edit information as required in the following areas of the Life Cycle dialog box:
- Status: From the drop-down list, select the status of the phase. A phase can be Not Started, Current Phase, Finished or Skipped.
- % Complete: Indicates the percentage of the phase that has been completed.
- Health: Select an indicator to represent the health of the phase.
- Start: The start date of the phase. There are fields for the Planned, Forecast, and Actual Start dates. Select the dates from the drop-down calendar, or enter them manually in the default date format.
Note: The date format depends on your locale and the date setting in the system defaults. For more information on the portfolio view mode, refer to Editing the Regional Options in Administration.
To the right of the Start fields is an indication of how early or late the actual start date is, as compared to the planned start date. This indication appears only when both the Planned and the Actual Start dates have content.
Note: For a Planned and Forecast Gantt bar to appear in the Life Cycle dialog box, you must assign both a start and an end date. The Actual bar needs only a start date to appear.
- End: The end date of the phase. There are fields for the Planned, Forecast, and Actual End dates. Enter the dates manually in the default date format, or select from the drop-down calendar.
Note: The date format depends on your locale and the date setting in the system defaults. For more information on the portfolio view mode, refer to Editing the Regional Options in Administration.
To the right of the End fields is an indication of how early or late the actual end date is, as compared to the planned end date. This indication appears only when both the Planned and the Actual Start dates have content.
Note: For a Planned and Forecast Gantt bar to appear in the Life Cycle dialog box, you must assign both a start and an end date. The Actual bar needs only a start date to appear.
- Deliverables: The Deliverables table displays the deliverables of the phase.
Note: You can resize the columns in the Deliverables table by clicking and dragging the column divider to the desired column width. You can also click the title of a column in the Deliverables table to sort the table according to the values in that column.
- Annotation: Click
to write annotations for the phase - New: Click New to access the Deliverable dialog box, in order to create a new deliverable.
Note: For more information on creating a new deliverable, refer to Creating Life Cycles.
- Edit: Select a deliverable in the table and click Edit to access the Deliverable dialog box, in order to edit deliverable information.
Note: For more information on editing deliverable information, refer to Working with Deliverables.
- Remove: Select a deliverable in the table and click Remove to delete the deliverable from the phase.
- Description: View the description for the selected deliverable.
- Email Alert when this phase is modified: Check this option to have an e-mail alert sent when an action item is created or modified.
- Click Edit Alert to open the Message step of the Alert wizard. For information on the Alert wizard, refer to Configuring Alerts and Notifications.