A methodology usually has a set of phases, for example,
PDCA, that a project must pass through before it is
completed. Each phase must be approved before the project can move to the next
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, select
If a sandbox is not available, then create one.
- In the sandbox, select
you can create a new methodology or exist an existing one.
- 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, select the
next to the methodology to
edit the name of the methodology or select a different project template.
select a phase and do any of the following tasks.
- To rename a phase, select
the phase and enter a new name in
- To copy a phase, select
the phase, select the
icon, then enter a name.
- To remove a phase, select
the phase, then select the
- To move a phase, select
the phase's gripper icon
and drag the phase to its new
- To add a new phase, select
Add New Phase,
then enter a name.
- While a phase is selected,
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, but you must specify at least one reviewer for each phase.
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, select