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Planview Customer Success Center

Adding and Amending Project Lifecycles

 

Code

uniquely identifies the lifecycle and cannot be changed once saved.

Name

provides a relevant description.

Active

is checked if the record is available for use and can be selected for projects.

Force Sequential

indicates whether a project must proceed through the stages sequentially or if they can be processed in a random manner.

Enforce Validation

determines if the validation rules set for a stage must be completed before moving to the next stage.

 

Existing stages are listed and you can click Add to create others or:

to edit an existing stage.

to remove it.

   

to alter the sequence of a stage.