A defined stage within a project or other planned work. It groups the activities and delivery expectations for that stage.
When to use it
Use it to organize work into stages.
Key information
- Completion percentage records reported progress; review it with the actual work and evidence.
- Due date records when the work is expected to be due.
- Scope describes the boundaries of the planned work.
Common relationships
- Project – Phase (Structure): Places a Phase within a Project’s structure.
- Phase – Task (Structure): Places a Task within a Phase’s work structure.
- Milestone (Structure): Places a Milestone within a Project, Program, or Phase structure.
Working with this record
Describe the stage’s objective and expected outputs. Review the work and dates belonging to the phase and use the agreed review process before treating it as complete.
Example
Validation is a Phase containing pump testing tasks.
Choosing the right type
Choose Phase for a stage of work. Gate identifies a readiness or decision review, while Milestone identifies an important event or achievement.
