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Use > Plan > Project and Program Management > Projects > Project workflow

Project workflow

This section describes the metaphases and subordinate phases in the life cycle of a project record.

The project workflow does not rely on any business rules. All transitions between phases are manually triggered.

Metaphase: Initiation

This is the beginning phase of a project, where the initial project scope, project resources, and stakeholders are identified. If a project manager has not been selected, one is assigned as well. The project is officially authorized in this phase.

Metaphase: Planning

In this phase, the project manager clarifies the project's scope and schedules, defines project management plan and project objectives, and fulfills the resources needed for the project.

Metaphase: Execution

In this phase, the project is executed and managed by the project manager. Some projects may be put on hold for valid reasons, and continue after the blockers are removed.

Metaphase: Closure (End)

In this phase, the project is closed and accepted by the customer or sponsor. .

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