How to modify the Phase Workflow State

  1. Log in to the HTML5 client.

  2. Select the Work workspace, Phases & Gates tab.

  3. Select a project in the Project Data Selector.

  4. Select the Phases/Gates mode (viewmode_activeroadmap22_md.png).

  5. Click on the Enable Filters (FilterGrey) button, if you need to activate filters.

  6. Click in the cell of the Workflow State field of the Phase for which you want to modify the workflow.

  7. Click on the (ArrowDownSmall) arrow to display the available Workflow State.

  8. Select a new Workflow State.

Important

Upon completing a phase whose % Completed is not 100%, the user will be prompted to update the % complete value.

Note

The user will be prompted to update Deliverables upon selecting the last workflow state for Phases.