[Feature] Project Phases
Closed this issue · 12 comments
As a project manager, I want to advance a project forward into a new phase without losing track of the previous phase's details (start date, end date, length, deliverables, etc.) so that I can maintain both a current understanding of where the project is and the past history of a project.
In-scope:
- CRUDL operations for phases
- Keeping a timestamped history of all phase changes in order to maintain a linear timeline of the project's history.
Out-of-scope:
- (Eventual functionality that may be tied into project templates): See notes below, but the ability to automate phase changes based on specific milestones (e.g. deliverables). For example, once final design plans are submitted, the phase would change from Design to Construction.
- Ideally a phase change would be our best place to trigger some workflow/process automation for projects, but this will need to be spec'd out after Alpha/Beta.
Data Model:
Brackets = relational data source
Parentheses = additional context/questions
Asterisks = required field for entry
Requirements
- List of phases in a given project
- Add a phase to a given project, select from list of phases in the database
Associated tables
- moped_phases (controlled list of milestones)
- moped_proj_phases (list of phases per project)
Wireframes:
https://balsamiq.cloud/senhupm/p9y6tuy/r0869
Terminology
| Term | Definition | Examples | Notes |
|---|---|---|---|
| Status | Current indicator of project | Proposed, Planned, Scheduled, Active, Complete, On Hold, Archive | Option to add note when you change status |
| Phase | Discrete time-boxed portion of a project | Preliminary Design, Preliminary Engineering, Permitting, Construction | Fixed chronology (order/rank) |
| Milestone | Significant event or deliverable | 3/12/20 Advisory Council Meeting, Rosewood Community Feedback Session | Description, date, adjustable notifications/reminders |
Notes on future functionality; not in current scope
Once a Phase ends, a consecutive Phase begins. The history of Phase changes and their associated dates are tracked for reference.
@amenity I understand the renaming here but since this involves quite a few entities, I chose to list out bullet point requirements that should be able to lend themselves to user stories within this epic. Could you and @JaceDeloney possibly do this from my bullet point (happy to discuss too!)? Then I can add the "data to display" detail in those stories.
Updated the description above to more accurately match the ask here. Requirements can be broken down into user stories and estimated to decide on whether phases/milestones should be broken out as their own epics.
@zappfyllc - might you be able to create issues for the rest of this epic? Something tells me this one is a little more complex than "do database" and "do React" ...
@sergiogcx is going to go through these sub-issues to size, identify dependencies, etc. so that they can be divided up in a way that makes sense.
@mateoclarke is going to look over this epic and make recommendations on how we should tackle it. cc/ @zappfyllc
Leslie is down to help with this, too.
@zappfyllc - do you have any examples (screenshots, if possible) of how workgroups are using & tracking phases and milestones currently? I think it would help us understand the business need here. cc/ @mateoclarke
Also, @zappfyllc, should we work w/ stakeholders to compile starter lists of Phase and Milestone terms, like we did during #4401?
@johnclary @zappfyllc @mateoclarke - I moved the spreadsheet NW sent this morning here, in case it's helpful to have a working doc. (Started simplifying in the Simplfied tab. ;)
@mateoclarke @zappfyllc - feedback from Paloma (ROW) after watching the recording from the phases and milestones work session:
Just finished the video! The three categories – status, phase, milestone – seem really intuitive to me. I’m not certain if I properly grasped what Nathan was referring to as “phase simple”.
Seconding Dylan as well – I see merit in making all of this data publicly viewable, right down to the milestone. It’s also worth noting that Tracy is heading up a project to extract and publish as much AMANDA permitting data as possible/allowable under the law. 😊 Perhaps there’s some connection with this effort.
If/when it’s time to begin compiling the titles for each category, I’d be happy to pitch in. I’m guessing there will be a link sent out so I’ll keep my eyes peeled.
@zappfyllc plz update this issue and epic to represent Phases, then create another issue for Milestones. 🙏