A methodology typically has a set of phases, for example, DMAIC, CDOV, PDCA,
that a project must pass through before it is completed. Each phase must be
approved before the project can move to the next phase. In
methodology has an associated project template. Ideally, the phases in the
project template correspond to the set of phases in the methodology.
- In the
web app, click
Design. If there is not a sandbox, then create one.
- In the sandbox, click
Methodologies & Phases, do either of the
- To create a new
Before you create a new methodology, be sure to create a
corresponding project template so you can associate it with the new
- To edit an existing
methodology, click the
next to the methodology to
Methodology, edit the name of the methodology or
select a different methodology.
Phases, select a phase and do any of the following:
- To rename a phase, click
the phase and enter a new name in
- To copy a phase, click the
phase, click the
Copy icon, then enter a name.
- To remove a phase, click
the phase, then click the
- To move a phase, click the
phase's gripper icon
and drag the phase to its new
- To add a new phase, click
Add New Phase, then enter a name.
- While a phase is selected,
Reviewers, assign the roles required to review the
selected phase. You can select as many roles as you want for each phase. Each
phase can have a different set of reviewers.
Required Fields, you can specify data fields that
users must complete before the project can be submitted for phase review. You
can select as many required fields as you want for each phase. Each phase can
have a different set of required fields.
When adding fields to the forms in your project template,
be sure to indicate (by color or symbol) which fields are required so users
know to complete them.
- When you are done making
changes in the sandbox and you are satisfied with how they will be applied in
the live site, click