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model your engagement and project lifecycles through control of permissions, notifications, permissible edits |
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Stages model the engagement and project lifecycles. An example lifecycle might be:
During each stage of the lifecycle, only certain actions are allowed. For example, during the Planning stage you can create budgets, but during Delivery stage you cannot. Now your Project Manager's can't alter history to make their planned budgets look more accurate. This is just one example. Stages define a host of settings, including permissions, allowable modifications, notifications, and workflow rules. Use stages to shepherd a project all the way from a sales prospect to a delivered contract. As complexity of your delivery processes increases, so can the number of stages. There are separate life cycles for engagements and projects. Visit the appropriate child page to learn more about the available settings.
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Watch the Project Setup and Configuration Best Practices Webinar, where our implementation consultants walk through the project configuration process highlighting the key aspects of setting up a Project Stages. (go to 28:45) |
This form is reached by choosing View | Administration | Setup Heading | Stages.
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