How to configure the phase term set - Puzzlepart/prosjektportalen GitHub Wiki

Introduction

In this guide we'll go through how you can customize and configure your phase term set.

Local Custom Properties

Go to Verktøy for behandling av termlager or Term Store Management Tool.

Find your phase term set. If you've installed the standard PP in Norwegian, you'll find it in the group Prosjektportalen.

When you click on one of the phase terms, a tab Egendefinerte egenskaper will be available. Click and you'll see Delte egenskaper and Lokale egenskaper.

Lokale egenskaper is the one we're looking for.

For the phase we've selected in the image below, Ingen fase, we've set ShowOnFrontpage to false. This means the phase term won't be shown in the webpart on the frontpage (but it will still be selectable for documents, tasks, phase checlist items etc.)

Configure order

Select your phase term set and a new tab will be available - Egendefinert sortering.

Select Bruk egendefinert sorteringsrekkefølge and you can decide your own order.

Show/hide phase text

You might like a more minimalistic phase webpart? It's possible to hide the phase text and only show the shortname (or phase letter).

Set ShowPhaseText to false and the phase text will be hidden for that phase.

Configure subtext for phases

It's possible to show a subtitle or subtext connected to a phase for the phase webpart.

Set PhaseSubText to a value and the sub text will be displayed for that phase as shown in the image below.

Configure phase letter

As default the phase shortname will be the first letter of the phase.

• K - Konsept
• G - Gjennomføre
• A - Avslutte

etc etc.

If you want a more descriptive shortname you can set the property PhaseLetter.

Configure a gate

The required property for a gate is PhaseType that must be set to Gate, but it's also recommended to set PhaseLetter.

See below for an example:

Set a phase to incremental

To set a phase as incremental/repeatable, set IsIncremental to true.