Benefits

1. Track, sort and filter phases based on your requirements
   
2. Edit existing phases
   
3. Export phases
   
4. Inline edit the phase fields
   

Add Phase

1. Navigate to the left navigation panel and click Projects.
   
2. Hover over the project for which you would like to add phases and click Access Project.
   
3. Click the Phases tab in the top navigation band.
   
4. Click Add Phase in the upper-right corner of the page.
   
5. Give a name for your Phase and set its Start and End Dates.
   
6. Select an Owner for the phase.
   
7. Set the Phase Flag. If the flag is Internal, only the portal users can access the phase. If it is External, the client users can also access it.
   
8. Click Add.

Edit Phase

1. Navigate to the left navigation panel and click Projects.
   
2. Hover over the project for which you would like to edit phases and click Access Project.
   
3. Click the Phases tab in the top navigation band.
   
4. Hover over an active phase.
   
5. Click  or click the right mouse button, and select the Edit option.
   
6. Update the necessary fields. The changes will be saved automatically.
   

Hide Phase Column

Add Column

Move Phase

Clone Phase

Clone a Phase From One Project to Another

1. Click Projects in the left navigation panel and navigate to your project.
   
2. Select Phases in the top band and click Add Phase.
   
3. Check the box that says Clone from existing Phase in the Layout.
   
4. Select the Project or Project Template you want to clone from the Project/Project Template drop-down.
   
5. Enter the other phase details and Click Add.
   

Note: All the Phase Information will be copied from the selected Project Phase or Project Template.

Reorder Phase

Export Phase

1. Navigate to the left navigation panel and click Projects.
   
2. Hover over the project and click Access Project.
   
3. Click the Phases tab in the top navigation band.
   
4. Click   in the upper right corner of the phase list view.
5. Click on the Export Phases option.
   
6. Select the view and the file format.
   
7. Move the columns from the Available section to the Selected section. Fields in the Selected section will be exported.
   
   Hover over a field in the Available section and click > to move it to the Selected section.
   
   Conversely, hover over a field in the Selected section and click < to move it back the Available section.
   

Delete Phase