Clarity

  • 1.  How project Stage works?

    Posted Feb 23, 2018 04:07 PM

    Hi there,

     

    Is any doc regarding the behavior of the "Stage" and the tracking of the proyect, how the icons change color, or is just manual.

     

    Stage shot

     

    Cheers!

    Pablo



  • 2.  Re: How project Stage works?

    Posted Feb 24, 2018 05:06 AM

    If you search for it you get among others

    Project Stage Lookup 



  • 3.  Re: How project Stage works?

    Posted Feb 25, 2018 09:01 PM

    Hi PabloMC, in addition to what urmas has posted above, the simple answer to how the stage icon in the 'Project - List View' is presented is captured in the screenshot below:

    The number of chevrons will be specific to the investment lifecycle that you have chosen via the "Stage" field on your investment. In the 'Project List View' this is a virtual field, but as you can see through the configuration - you have a number of options in terms of what you would what to represent for the colour.

    I would recommend that you only change the 'Color Attribute' and leave the 'Stage' related attributes alone.



  • 4.  Re: How project Stage works?
    Best Answer

    Broadcom Employee
    Posted Feb 26, 2018 11:30 PM

    As Christopher mentioned, you only change the 'Color Attribute'.

    As usual, 'Color Attribute' is set to Business Alignment.

    If you define Business Alignment as follows then you can see the color icon(Green) in project list.

     

    [Business Alignment]

     

    [Project List]

     

    Regardds,

    Tomomichi



  • 5.  Re: How project Stage works?

    Posted Feb 27, 2018 08:45 AM

    Okey, Im trying to figure it out.

     

    Hatori_Tomomichi you said that the business alignment general color, affect the color of the chevron, it has nothing to do if you have a project with 4 it stages (like: inception, plan, dev, close) an the stage of the chevron are similar.

     

    Something like that?

     

    I like to understard, because i need to know if this is a nice to have feature, and explain then to clients.

     

    Cheers, 

    Pablo

    P/D: thanks for the feedback, its a light in the dark...:)