Milestones have been renamed to phases.

Benefits

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

Add Phase

1. Navigate to the left navigation panel and click Projects.
   
2. Select a 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

Bulk Update Phases

Hide Phase Column

Add Column

Move Phase

Note: Phases having tasks with invoiced time logs cannot be moved.

Associate Blueprint to a phase

Dissociate Blueprint to a 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. Select a 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.

Trash a Phase 

1. Click Phases in the left navigation panel or Click Projects > Phases in the top band.
   
2. Select List from the view selection drop-down.
   
3. Click on a phase to open it, click  in the top-right corner of the details page and select Trash.
   
4. Confirm your action.
   
5. Trashed phases will be moved to the Recycle Bin and can be restored within 30 days.
   

Note: Phases that have tasks with invoiced time logs cannot be trashed.