Phase List View
Milestones have been renamed to phases.
Phases are goal based targets in a project. Users can break a project down into multiple phases to easily manage and track it to completion.
Benefits
- Track, sort, and filter Phases based on your requirements
- Edit existing Phase
- Export Phases
- Inline edit the Phase fields
Add Phase
- Navigate to the left navigation panel and click Projects.
- Hover over the project for which you would like to add phases and click Access Project.
- Click the Phases tab in the top navigation band.
- Click Add Phase in the upper-right corner of the page.
- Give a name for your phase and set its Start and End Dates.
- Select an Owner for the phase.
- 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.
- Click Add.
Edit Phase
- Navigate to the left navigation panel and click Projects.
- Hover over the project for which you would like to edit phases and click Access Project.
- Click the Phases tab in the top navigation band.
- Hover over an active phase.
- Click
or click the right mouse button, and select the Edit option.
- Update the necessary fields. The changes will be saved automatically.
Bulk Update Phases
Multiple phases can be updated in bulk. Users can select the phases and modify the Owner and Status in one go.
- Navigate to the left navigation panel and click Projects.
- Hover over the project and click Access Project.
- Click the Phases tab in the top navigation band.
- Select the phases that need to be modified.
- Click on the Owner or Status button as needed and select the relevant option to update.
Hide Phase Column
- Navigate to the left navigation panel and click Projects.
- Hover over the project and click Access Project.
- Click the Phases tab in the top navigation band.
- Hover over the column name which you would like to hide.
- Click the right mouse button.
- Select Hide Column from the context menu.
Add Column
- Navigate to the left navigation panel and click Projects.
- Hover over the project and click Access Project.
- Click the Phases tab in the top navigation band.
- Click Add column in the upper-right corner of the page.
- Hover over the field which you would like to add as a column.
- Click Add.
Move Phase
- Navigate to the left navigation panel and click Projects.
- Hover over the project and click Access Project.
- Click the Phases tab in the top navigation band.
- Hover over an active phase.
- Click
- Select a project from the drop-down.
- Click Move phase.
Note: Phases having tasks with invoiced time logs cannot be moved.
Associate Blueprint to a phase
You can apply blueprint to the tasks in a phase.
- Hover over an active phase and click Open Details.
- Click
in the upper-right corner and click Associate Blueprint.
- Select the blueprint you want to apply.
- Click Next.
- Map the current task status to the status available in the blueprint.
- The tasks associated with the current status will change as per the blueprint.
- Click Map.
Dissociate Blueprint to a phase
- Hover over an active phase and click Open Details.
- Click
Clone Phase
Phases can be cloned to create a copy with Task Lists, Release Notes, Comments, Fields, and the latest status of the Phase for the same project or for use in another project. Cloning a Phase can be done within the same Project or from one Project/Project Template to another Project.
- Navigate to the left navigation panel and click Projects.
- Hover over the project and click Access Project.
- Click the Phases tab in the top navigation band.
- Hover over an active phase.
- Click
Clone a Phase From One Project to Another
- Click Projects in the left navigation panel and navigate to your project.
- Select Phases in the top band and click Add Phase.
- Check the box that says Clone from existing Phase in the Layout.
- Select the Project or Project Template you want to clone from the Project/Project Template drop-down.
- 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
- Navigate to the left navigation panel and click Projects.
- Hover over the project for which you would like to reorder phases and click Access Project.
- Click the Phases tab in the top navigation band.
- Click
- Click on the reorder icon
and drag the phase to the new position.
- Click Save Order.
Export Phase
- Navigate to the left navigation panel and click Projects.
- Hover over the project and click Access Project.
- Click the Phases tab in the top navigation band.
- Click
- Click on the Export Phases option.
- Select the view and the file format.
- 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
- Navigate to the left navigation panel and click Projects.
- Hover over the project for which you would like to edit phases and click Access Project.
- Click the Phases tab in the top navigation band.
- Hover over an active phase.
- Click
- Confirm your action.
Note: Phases that have tasks with invoiced time logs cannot be deleted.
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