Phases in a Project | Online Help | Zoho Projects

Phases in a Project

Milestones have been renamed to phases.

Phases are goal based targets in a project. To access the phases module in Zoho Projects:
  1. Navigate to the left navigation panel and click on Phases in the Overview drop-down.
  2. Click the Group By drop-down and select Project to organize phases under their respective projects. 
To access the phases within a project:
  1. Click Project in the left navigation panel.
  2. Hover over the project and click Access Project.
  3. Click Phases in the top navigation band.

Benefits

  1. Phases are indicators of a project's progress.
  2. Measure project efficiency through phase completion.
  3. Associate phase to a blueprint to automate a predefines process.

Predefined Views

View phases based on preset views.
  1. All Phases: lists all the phases in the project
  2. Active Phases: lists all the active phases including overdue and currently due (yet to be completed)
  3. Completed Phases: lists all the phases that are completed
  4. Overdue & Open: lists all the phases that are past their due date and yet to be completed
  5. Due this week: lists all the phases that are due in the current week
  6. Due this month: lists all the phases that are due in the current month

My Views

View phases related to you.
  1. My Active Phases: active phases owned by you
  2. My Completed Phases: completed phases owned by you
  3. Created By Me: phases created by you
  4. Phases I Follow: phases that you follow

Phase Flag

 Phases can be marked as Internal and External.
  1. Internal: Only portal users can access the phase and its associated entities.
  2. External: Portal and Client users can access the phase and its associated entities.

Phase Details 

  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. Hover over a phase and click Open Details to view the phase Details page.

Clicking on a phase will open the details. Users can view the following information:
  1. Task lists: View, access, and create task lists in the phase
  2. Budget (sum of task list budget): Access the phase budget details
  3. Issues: View, access, and submit issues for the phase
  4. Invoices (requires Zoho Invoice integration): Track all phase invoices
  5. Release Notes: View phase release notes
  6. Comments: View and add comments to the phase
  7. Fields (default and custom fields): Access all the phase information
  8. Activity Stream: View all activities in the phase
  9. Chart View: View Task By Status, Task List By Status, Issue Status, and Timesheet Summary Reports
  10. Status Timeline: View all the stages the phase has progressed through and the time spent on each stage. 

 Manage Phase

  1. Hover over an active phase.
  2. Click  to make changes to the phase.
    Edit
     and update its attributes;
    Delete
    if you no longer need it;
    Move the phase to another project;
    Follow the phase and receive updates;

Phases that have tasks with invoiced time logs cannot be deleted.
The Flag can be set while creating a phase or can be modified by editing a phase.

Release Notes

Release Notes has the list of the completed tasks and bugs in the phase.
  1. Click Project in the left navigation panel.
  2. Hover over the project and click Access Project.
  3. Click Phases in the top navigation band.
  4. Hover over a phase and click Open Details.
  5. Click on the Release Notes tab.
  • Skip Weekends and Holiday Settings are used to calculate the number of days:
    • left to complete a phase
    • that have passed the phase due date
    • That are ahead or behind schedule of a completed phase (shown in Completed phases)
  • Click    in the upper-right corner to filter the phases based on the Owner or Type.

More Reads



    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION








                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                        Manage your brands on social media

                                          Zoho Desk Resources

                                          • Desk Community Learning Series


                                          • Digest


                                          • Functions


                                          • Meetups


                                          • Kbase


                                          • Resources


                                          • Glossary


                                          • Desk Marketplace


                                          • MVP Corner


                                          • Word of the Day


                                            Zoho Marketing Automation

                                              Zoho Sheet Resources

                                               

                                                  Zoho Forms Resources


                                                    Secure your business
                                                    communication with Zoho Mail


                                                    Mail on the move with
                                                    Zoho Mail mobile application

                                                      Stay on top of your schedule
                                                      at all times


                                                      Carry your calendar with you
                                                      Anytime, anywhere




                                                            Zoho Sign Resources

                                                              Sign, Paperless!

                                                              Sign and send business documents on the go!

                                                              Get Started Now




                                                                      Zoho TeamInbox Resources



                                                                              Zoho DataPrep Resources



                                                                                Zoho DataPrep Demo

                                                                                Get a personalized demo or POC

                                                                                REGISTER NOW


                                                                                  Design. Discuss. Deliver.

                                                                                  Create visually engaging stories with Zoho Show.

                                                                                  Get Started Now









                                                                                                      • Related Articles

                                                                                                      • Phases

                                                                                                        How do I link a phase to an existing task list? To link a phase to an existing task list follow these simple steps: Mouse over to the required task list. Select the Other Actions icon() at the left corner. Click the Edit Task list option. In Related ...
                                                                                                      • Project Dashboard

                                                                                                        Dashboard in a project shows important progress indicators, graphs, statistics, and other key performance indicators to quickly understand where the project stands. Benefits: View summary of work items in the project Check progress of your project ...
                                                                                                      • Phases

                                                                                                        The Overview - Phases List view provides a consolidated list of all your phases in various statuses across the portal. You can group Phases by Projects. By default, users will view all the All Phases in the portal. However, users can also select ...
                                                                                                      • Project Budget

                                                                                                        Managing budget is a crucial part of any project. A budget can help managers improve cost management and reduce budget overruns. Project managers can view the planned versus actual cost in real time with the budget status report. Multiple currencies ...
                                                                                                      • Portal Home

                                                                                                        The Home displays the most sought-after stats across your projects in the form of widgets. You can view a comprehensive list of the status of all the work across all the projects in your portal. Personal Click the Home tab in the left navigation ...
                                                                                                        Wherever you are is as good as
                                                                                                        your workplace

                                                                                                          Resources

                                                                                                          Videos

                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                          eBooks

                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                          Webinars

                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                          CRM Tips

                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                            Zoho Show Resources