Phases, also called Degrees of Implementation (DOI), represent a special type of project milestone. They illustrate how close planned effects (e.g. planned savings) are to implementation.

What Phases exist?

There are various phase systems. The following five-stage system is used as default in Falcon (though it can be adapted by Hub Owners)

  • Degree of Implementation 1: Potential identified

→ Waiting for Approval

  • Degree of Implementation 2: Potential quantified

→ Estimation of expected savings

  • Degree of Implementation 3: Evaluated and in implementation

→ In Implementation

  • Degree of Implementation 4: Measure completed

→ Savings can now be quantified

  • Degree of Implementation 5: Effects realized

→ Savings can be measured

Set Phases in Falcon

Phases can be set in Falcon at measure level (= lowest level). To do this, navigate to a measure in the project tree and then to the process tab:

Now you can maintain the phases chronologically with plan data and actual/forecast data and thus plan the entire workflow. When a phase has been reached, check the "Completed" box. The latest completed phase is displayed in the profile of the task.

Phases overview 

If you want to see which measure has which phase, you can, for example, select the schedule at project level. Now select "Measures" directly above the schedule. Now the table shows all measures of the project including the phases.

Manage Phases

The various phases and associated workflows are controlled in the administration. The gear wheel symbol in the lower left corner of the sidebar takes you to the administration. 

More about workflows and phase management can be found here.

Phases for export

Of course, you will also find all phases in the exports. 

Six columns show in which phase the measure is currently situated:

  1. Phase: Here you can see the respective abbreviation (e.g. HG3) at measure level.

  2. Rank: In addition, the export also shows you the rank of the phases. DOI 3 is correspondingly ranked 3rd.  

  3. Start Plan: The scheduled date for the start of the phase can be found here.

  4. Start actual/forecast: If already available, the actual/forecast date for the start of the phase can be found here.

  5. Start Delta: If both dates are scheduled, the delta indicates the deviation in days.

  6. Start traffic light: Accordingly, the traffic light color can also be found in the export.

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