Places a Phase within a Project’s structure.
When to use it
Use Project – Phase when you need to record this connection between the source and target records. Project – Phase organizes a stage beneath a Project.
Records and direction
- Relationship type: Structure. Places the target within the source record’s hierarchy.
- From: Project.
- To: Phase.
How to use it
- Create the relation with drag and drop in a Structure widget: drag the intended Phase onto the Project it relates to. Choose Project – Phase, review the direction and any offered values, then confirm.
- Alternatively, use Connect from the source record and select the target with the Project – Phase relationship.
- Review the resulting connection and the selected record versions where applicable. Check the displayed relationship filters if the connection is not visible.
Example
Pump Redesign (Project) is connected to Validation (Phase) through Project – Phase. The target appears within the source’s structure.
Choosing the relationship
Project – Phase organizes a stage beneath a Project. Phase – Task organizes its activities, while Gate identifies a readiness review.
