Entering Data in a Phases List

To enter data in a Phases List:

Note:

  • The "" cells are automatically checked based on the Status cell values. A checkmark in this column indicates that the phase is finished or skipped. A "" indicates the item's current phase. For more information on Life Cycles, refer to Creating Life Cycles in Configuring the System Components.
  • Press TAB or ENTER to move from one cell to another when entering values.
  • You can place your mouse over the vertical lines that divide the row headers and drag the column width to the desired size.
  1. Select the form in which you wish to enter data. For instructions, refer to Displaying a Form
  2. Click the name of the tab you want to display.
  3. Double-click the "" (Health) cell and select the health indicator for the phase.
  4. Double-click the Status cell and select the phase status.

    Note:

    The value Current Phase can exist for only one phase in the Phases List. If Current Phase status is selected for more than one phase, all phases with Current Phase status will revert to their previously listed statuses after the form is saved.

  5. Double-click the "" (Percent Completed) cell and enter the percent of the stage that is complete.
  6. Double-click the Planned Start cell and enter a planned start date for the phase.
  7. Double-click the Planned End cell and enter a planned end date for the phase.
  8. Double-click the Forecast Start cell and enter a forecast start date for the phase.
  9. Double-click the Forecast End cell and enter a forecast end date for the phase.
  10. Double-click the Actual Start cell and enter the actual start date for the phase.
  11. Double-click the Actual End cell and enter the actual end date for the phase.
  12. Click the "" (Phase Annotation) cell to open a dialog box in which you can enter comments or notes about the phase. If there is already an annotation entered for a phase, an annotation icon will appear in the Phase Annotation cell. Click the icon to view and edit the annotation.
  13. Enter an annotation and click OK on the annotation dialog box. An annotation icon appears in the selected cell of the Phases List.

    Note:

    You can place your mouse over the selected annotation icon to view a tool tip containing the text of the annotation.

  14. From the toolbar, click Save.