1. Video

Please see the walkthrough of the Project Lifecycle here.


2. Manage Project Lifecycle

  • To manage Project Lifecycle in the Company Profile Settings, open the FOCUS™ platform using this link: https://app.projectfocushq.com/accounts/login/.
  • Login using your ‘Username’ and ‘Password’ and click the ‘Log-in’ button.
  • Once logged in you will reach the Company’s Homepage. Go to the Top Navigation, hover over your ‘Company Name’ then click on the ‘Edit’ icon as shown below. Once done, you will reach the Company Profile. 


    Note: Only Users with access to the Company Profile can edit this page.


1. In the Company Profile page, proceed to the Project Lifecycle section. You will then see the Project Lifecycle. Click on any Project Lifecycle Stage to open the Edit page.



2. In the Edit Phase page, fill in the following necessary input fields with the desired data:


Label- Name to define the stage within the project lifecycle
Description- Brief description of the project stage
Scheduled Start Date- Select which project stage a Date input field will be displayed for user to input the Start Date for the Phase
Scheduled End Date- Select which project stage a Date input field will be displayed for user to input the End Date for the Phase
Align End Date to next Phase Start Date- Toggle if you want the End Date of the Phase to be the same date of the Start Date of its succeeding Phase

 

NOTE: If you Toggle ON the Align End Date to next Phase Start Date field, the Date Change Confirmation popup message will be displayed, saying:
“If this setting is turned on, when [currently edited phase] End dates are updated, [next phase] start date will also be updated to match the end date of this Phase.”

 

Click Confirm if you want the toggle to still be ON.
Click Cancel if you want the toggle to be OFF.


3. After making changes, click the Update Phase button.

 

4. The changes in the Project Phase are successfully reflected.

 

5. Check the Phase of your Scheduled Start Date, and see if there’s a Date input field displayed.


6. Check the Phase of your Scheduled End Date, and see if there’s a Date input field displayed.