Create a phase in the timeline

The project manager can create a phase in the timeline.

  1. In the project workbench header, click the add phase icon (The add phase icon).
  2. If necessary, click the Phase button at the top of the Add Phase pop-up window.
  3. Select the Phase Type to create: Waterfall, Agile, or Test.
    One agile phase and one test phase can be added to a project. If these phases have already been created, the Agile and Test options are disabled.
  4. Fill in the fields on the form as appropriate.
  5. Click Submit.
    Table 1. Add Phase pop-up window
    Field Description
    Short description The name of the phase. This name is displayed above the phase in the timeline.
    Planned start date The intended start date for the phase. This field does not show minutes and seconds.
    Planned end date The intended end date for the phase. This field does not show minutes and seconds.
    Planned duration The expected duration of the phase. When the Planned start date and Planned end date fields are filled in, the value for this field is automatically calculated. This field does not show minutes and seconds.
    Team The team assigned to an agile phase.
    Start Sprint The first sprint selected for the agile phase. This field appears only after a Team has been selected. After you select a sprint, the Planned start date field is updated with this sprint start date.
    End Sprint The last sprint selected for the agile phase. This field only appears after a Team has been selected. After you select a sprint, the Planned end date field is updated with this sprint end date.
    Test Plan The name of the test plan associated with a test phase. Specifying a test plan is optional when creating a test phase. However, before you add test cases to a test phase, you must specify a test plan.