Overview

Within each phase there may be a number of Objects, which are the key steps involved in completing the phase. Each object within a workflow performs a unique function. Depending on your role within the project you may be able to do only one or more of the following within each object i.e. during each step of the project:

Add information
Edit information
Delete information
Finish or Sign Off on that step of the project

Refer Project Positions for more information on security and Configuring objects for details on object specific components and configurations.

Following rules are applied for the objects marked with an asterix (*).

In an instance where the particular object is attached to more than one phase,
- Data entered in one phase will be copied to the proceeding phases upon phase signoff.
- Data entered in the proceeding phases will not be copied to the previous phases.
- When a phase is signed off, you will not be able to edit these objects within the signed off phase. However, IPM administrator and project manager will still have permission to edit even after the sign off (except task planning).
- If sign off object is NOT included in a phase or when 'can proceed' check box is ticked, data entered in one phase will NOT be copied to the proceeding phase.

Last revised: September 23, 2018