With the project plan, you can break the project into manageable parts and easily track their progress. The project plan is a tool used to define:
☑️ Project structure
☑️ Project timeline
☑️ Project phasing
Viewing the project plan
In the Project plan view, you can see the project's phase structure as a hierarchical whole. You can access the view by going to Project master > Select the desired project > Project plan. In the upper right corner of the view, choose whether to view the project plan in List or Gantt view. The system remembers the selected display mode and will show it as the default in the future.
List
View the project plan in list form (the total number of phases is shown in the upper left corner of the project plan)
Edit the visible columns by clicking Customize columns (the system remembers the selected columns)
Gantt
View the project plan on a timeline in Gantt format
Edit the visible columns from the column icon at the top of the view (the system remembers the selected columns)
Navigate the Gantt timeline forward or backward by clicking the arrows
Select the period to display from the dropdown menu
Choose whether completed phases are shown or hidden from the view by clicking the Show completed phases toggle
Adding a new phase
You can build the project structure by adding new parent and child phases. Confirm run by going to Project master > Select the desired project > Project plan > Add phase. The system automatically creates a new phase at the end of the current phase structure.
Edit the new phase name in the text field by clicking the phase name. You can also edit phase names later directly in the list.
If you want to add a child phase to a phase, use the three-dot menu for the phase and select Add subphase.
When phases are added to a project or a child phase is added to a phase, the system automatically locks the project/phase from work hours.
Setting the phase timeline
Each phase can be assigned a start date and end date. Set the schedule for the phase:
Start time: In the list view, click the Start time field for the phase and select the project start date from the calendar. In the Gantt view, set the phase start time by dragging the beginning of the bar to the desired point in time.
Deadline: In the list view, set the project end date, i.e. the Deadline, by clicking the Deadline field and selecting a date for the deadline from the calendar. In the Gantt view, set the phase end time by dragging the end of the bar to the desired point in time.
Change the phase timing: Edit the phase dates as the project progresses or drag the phase to a new time in the Gantt view if your project schedules change.
Phase dependencies are not currently available in Severa Beta. If phase dependencies are enabled for the project, it is not possible to edit the schedule in the Beta. The system displays a notification above the phase structure if the project has phase dependencies.
Work hour estimates and progress
You can track the realization of work hour estimates directly from the project plan.
Estimated work hours: View the estimated hours for the phase in the Estimated column. If the project has phases, it is recommended to enter the work hour estimate directly for the phases, from which the total estimate is calculated to project level.
Tracking progress: The Progress column visually shows how many work hours have been logged for the project compared to the estimated work hour.
Actual hours: The Logged column shows the total work hours logged for the phase and its child phases.
Phase members and resources
You can define which persons work in each phase.
Managing members: In the three-dot menu for the phase, click Manage members to open the team view.
Adding members: You can search for and add persons to the phase by going via the three-dot menu to Managemembers > Selectnewmembers. You can choose to add the persons at the same time also to all existing child phases.
Copying: You can bring members to the phase directly from the project’s parent level or copy them from another project phase to save time.
Changing the order of phases
You can change the project structure by moving phases to another place or changing them to child phases:
Grab the phase with the mouse from the handle at the beginning of the phase row.
Drag and drop the phase to the desired location in the list.
If you drop the phase on top of another phase, it becomes a child phase of that phase.
Editing the phase status
The phase status indicates what stage that part of the project is in (e.g. in planning, in progress, or on hold):
In the three-dot menu for the phase, click Edit phase status.
Select a new status for the phase from the menu that opens. Add a description if necessary. View the status change history in the Status history section.
Finally, click Change status.
Locking and completing a phase
A phase can be locked from work hours and marked as completed to keep the project progress smooth and clear. For example, invoicing can also be tied to the completion of a phase. Proceed as follows:
Lock the phase from work hours: Click the lock icon for the phase. This prevents new entries and hides the phase from the work hours page. The icon of a locked phase turns dark. You can reopen the phase by clicking the lock icon again.
Complete phase: Click the ✔️ checkmark for the phase. When phase is completed, the icon turns green. You can return the phase to not finished by clicking the green checkmark again.
Removing a phase
Unnecessary phases can be removed from the project plan:
In the three-dot menu for the phase to be removed, click Delete phase.
Ensure that no work hours or other expenses have been recorded for the phase.
Confirm delete by clicking Delete.
Keywords: beta, project plan, current phases, schedule, hierarchy, phase status, child phase, status history, phase dependency, phase dependencies, Gantt, work hour estimate, resources, project members
*This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.
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