Defining Phases

To define phases, use the Phase (RC_ACTIVITY) component.

This section discusses how to create phases.

Page Name	Definition Name	Usage
Phase Page	RC_ACTIVITY	Create a phase and identify its tasks.
References Page	RC_ACTIV_REFERENCE	View the business projects that reference the phase.

Use the Phase page (RC_ACTIVITY) to create a phase and identify its tasks.

Navigation

select Set Up CRM, then select Common Definitions, then select Business Projects, then select Phase, then select Phase

Image: Phase page

This example illustrates the fields and controls on the Phase page.

The task list can include both tasks and sub-business projects.

Field or Control	Definition
Sequence	Use sequence numbers to establish the order in which the tasks (including sub-business projects) are performed. Tasks cannot begin until all tasks with lower sequence numbers are complete. Tasks with the same sequence number can be performed in parallel. For example, if you set up tasks with sequence numbers of 1, 2, 2, and 3, then the task with sequence number 1 must be completed first. Then the two tasks with sequence number 2 can be performed in any order. The task with sequence number 3 cannot begin until both tasks with sequence number 2 are complete.
Required	Select if the task or sub-business project is required. Phases must have at least one required task or sub-business project. The system uses this information in determining when to initiate a transition from one phase to another. Only required tasks and sub-business projects are evaluated when the system verifies that all tasks in a phase are complete.
Sub Business Project	Select if the task is a sub-business project.
Task/Business Project	Select the task or sub-business project to perform. The field prompts against either tasks or business projects, depending on whether the Sub Business Project check box is selected.

Use the References page (RC_ACTIV_REFERENCE) to view the business projects that reference the phase.

Navigation

select Set Up CRM, then select Common Definitions, then select Business Projects, then select Phase, then select References

Image: References page

This example illustrates the fields and controls on the References page.

View the list of business projects that reference the selected phase.

Pages Used to Define Phases