Methodologies, Phases and Tasks Configuration

Modified on Tue, 16 Jan 2024 at 02:05 PM

User roles:  ✔ Application Administrator   ✔ Project Administrator

A project methodology is a combination of practices, methods and processes that determine how best to plan, develop, control and deliver a project throughout the continuous implementation process until successful completion and termination. A project methodology is therefore defined by a set of phases that the project will go through during the project lifecycle.

Tasks that can be capitalised on are dependent on the phase the project is in. We will explain in this article how to set up project methodologies, phases and capitalisable tasks.

Setting up Methodologies, Phases and Tasks

Navigate to Administration Console from the dropdown menu under your Avatar.

From the Administration Console, navigate to the Project Settings section of the page and select Methodologies, Phases and Tasks.

You will be presented with the following page.

	List of project methodologies that can be selected when creating a new project.
	Phases that are automatically associated to a project based on the selected methodology.
	Tasks that are capitalisable when the project is in a given phase. Note that the list of tasks set up here must align to the list of project activities that have been set up in metadata and on the Project Type Management page. You can learn more about capitalisation here.

To add a new item, select the tab you need to add an item for and click on the Add Item button. Click on the pencil icon to update an entry or click on the cross icon to delete an entry.

Uploading Methodologies, Phases & Tasks using Bulk Edit

You can use the bulk edit functionality to create, update or delete methodologies, phases and tasks.

Select Bulk Edit under the Tools menu to open the bulk edit dialog.

Click on the Download button to download the file. Leave the Include existing data option checked if you want the file to include existing data.

You can find the description of the file columns in the next section.

Column description

The file is made of three tabs.

Methodology Tab

Column & Title	Description	What happens if the field is left blank when uploading the file?
A. Methodology	The name of the methodology	This is a mandatory field. If the field is left blank the row will not be processed.
B. DeleteRecord	Set the value to Yes if the methodology should be deleted.	The methodology will not be deleted.

Phases Tab

Column & Title	Description	What happens if the field is left blank when uploading the file?
A. Methodology	The name of the methodology the phase applies to.	This is a mandatory field. If the field is left blank the row will not be processed.
B. Phase	The name of the phase.	This is a mandatory field. If the field is left blank the row will not be processed.
C. Order	The order in which the items are displayed	If the entry is left blank, the order will be automatically set.
D. DeleteRecord	Set the value to Yes if the phase should be deleted.	The phase will not be deleted.

Tasks Tab

Column & Title	Description	What happens if the field is left blank when uploading the file?
A. Methodology	The name of the methodology the task applies to.	This is a mandatory field. If the field is left blank the row will not be processed.
B. Phase	The name of the phase the task applies to. The phase must be a valid phase for the selected methodology.	This is a mandatory field. If the field is left blank the row will not be processed.
C. Task	The name of the task.	This is a mandatory field. If the field is left blank the row will not be processed.
D. CanCapitalize	This value indicates whether the task can be capitalised. The value should be Yes or No.	If the entry is left blank, the No value will be set by default.
E. DeleteRecord	Set the value to Yes if the task should be deleted.	The phase will not be deleted.