Organize and Track Phases with Phase Custom Views

Organize and Track Phases with Phase Custom Views

Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team.
  • Filter phases using criteria such as budget, status, and more.
  • Share views with specific users or teams for improved collaboration.
  • Save filters as custom views for easy access.
  • Export phase data for analysis or reporting.
For example, as a project manager, you would want to review on-hold milestones with a revenue budget exceeding $10,000 for yearly forecasting. With Phase Custom Views, these milestones can be quickly filtered, organized, and shared for better planning.

To track, create a custom view with Criteria: Status is On Hold and Revenue Budget Greater Than 10,000. Choose specific users or all users to share the view with. Set Accessibility if the view should be visible across the portal, all projects, or only specific ones.

Save the custom view and mark it as a favorite for frequent access or set it as the default to display it every time you access the Phases tab. Export the phases for sharing with stakeholders, with or without encryption.


If you have any questions, do leave a comment below or mail to us at: support@zohoprojects.com.

    • Sticky Posts

    • Zoho Projects Roadshow, USA - 2024

      Dear Users, We are happy to announce the Zoho Projects Roadshows 2024 in USA. This is an excellent opportunity to learn more about Zoho Projects and gain in-depth knowledge of the advanced features. Our team will also discuss industry specific solutions
    • Project Billing with the Staff Hours Method in Zoho Projects

      The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service
    • Tip 37: Time Log Restriction in Zoho Projects

      Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable
    • Organize and Track Phases with Phase Custom Views

      Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams
    • Create Your Own Issue Management System

      Effective issue management is a cornerstone of project success. Every bug or issue, no matter how small, needs to be tracked and resolved in time to maintain project momentum. In this post, we’ll explore how an issue management system in Zoho Projects
    • Recent Topics

    • How to get value from html element using deluge?

      I am trying to capture the value entered in an HTML <input> tag of type "date" and store it in a variable using Deluge scripting. Here's the snippet of my code <%{ date_value = // Here I want to store the value entered in the below HTML tag %> <input
    • ....should be an easy one

      I have a form that includes a radio selection field with three options: - Board Chair - Executive Director - Other I then have an "Other" text field. I have a workflow set up so the "Other" field is hidden when the form loads. What I want to have happen
    • Linux Platform

      I have recently switched my desktops over to Linux Fedora. the stability of the OS rivals that of MAC and blows away windows. I believe it could be a great solution for small businesses but lacks the support of apps. I believe with the Zoho One offering
    • desktop app for TODO

      Is there a desktop app for Zoho TODO?
    • Marketing Automation SMS Costs Are Confusing and Not Accurate

      I am a Zoho One user, and I am incredibly confused by the projected Marketing Automation costs. I have opened up several tickets and even had a virtual meeting with a representative, and no one can explain to me the cost of a credit. I am redirected to
    • Zoho Cliq Guest User

      Is there a way to add a guest user just to a zoho Cliq channel (where they can download the app, login, still receive notifications and such) or are they only able to go to the channel hyperlink to join the conversation? I would like to add a guest user to one channel like I am able to do in Slack. I am currently set up with Zoho One.
    • Zoho VPN

      Hi,  I'd like to know if Zoho offers VPN. If yes, can you tell me how to access using VPN. If not, any VPN recommendation that I should use? Thanks. 
    • How do you handle existing customers/contacts?

      Hi, We just integrated MA 2.0 with our CRM and we chose to only import our existing customers contacts. In MA they are all "Raw leads" by default and we would like to mass update these to a stage called "already customers" but the last default stage "Sales
    • Custom link in the customer portal in zoho Subscriptions

      Is there anyway to create a custom link back to our main app from the customer billing portal in Zoho subs?
    • Zoho Projects for iOS18

      Hello, everyone! In the most recent Zoho Projects iOS app, we have brought in support for iOS18 related features to enhance the app's experience. Let's take a look at the list of new features: Control centre widgets You can now set up Zoho Projects widgets
    • Zoho People - Calendar View - All Staff

      Hi, I just want to see a calendar with all staff leave, was able to do this in the previous version?
    • Description does not display under task on invoice

      I have two companies under my zoho account. Both use Service type invoice. One will display the Description under Ttask when PDF's, the other account will not.  How to display the description under task ?
    • Subform - Width

      HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click
    • Split PDF file upload to seperate files before emailing.

      Hi Support, I have recently returned from Zoholics and keen to tackle some business problems. While taking to the Zoho Team, they have mentioned that you can help with coding. So here is what i'd like help with : I have a form where a PDF file is to be
    • Facing Sync Failure Issue

      Hello, I am using Zoho Analytics with Zoho Books integration. Recently, we have been facing a data sync failure issue and the reason for this is a temporary error. Do you have any idea about this? Do you know how we can solve this? I would appreciate
    • I can't found API for Sales Receipts

      Hello May you please help me to find an API document for Sales Receipts to get data and retrive a custom fields like Invoice and credit notes Regards
    • Problem with .csv upload

      I successfully uploaded a .csv file with 547 leads just the other day, but found there were issues with the formatting of the company names and phone numbers. To make it easier, I deleted all leads from Zoho CRM and made the necessary corrections in the
    • UNAPPROVED record management

      When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW
    • Is there a way to programatically schedule a function call?

      I wrote a function that creates a record in a custom module that I need to trigger 30 days after a field in another custom module is set to a specific value. The issue is that I need to have it triggered every time the record is edited, not just the first
    • Custom Views in the Contracts module within Zoho Desk

      When if ever is the Contracts module likely to allow custom views. I have a number of Custom Fields that I would like to be able to view summarized in columns within the Contracts page.
    • How to Convert Zoho Desk Ticket into Zoho Project with the Historical Data

      Dear Team, i would like to inform you that my subscription plan of zoho desk will be expired by today and we will plan to purchase zoho Projects. i need to ask that can i transfer my zoho desk ticket to zoho project with their historical comments so that
    • Custom Report for Zoho Desk Blueprint Transition and SLAs

      We were been checking to create a custom report on SLA violations happened on Blueprints. But couldn't find a way to do it by following this article: https://help.zoho.com/portal/en/kb/desk/reports-and-dashboards/articles/understanding-the-blueprints-dashboard
    • Problem with the Incoming Email

      Hi Zoho Team, We would like to check if there's an outage on the server as we did several test but no avail. Zoho Desk Tickets cannot receive any incoming emails. We've checked on our MS Exchange server mailbox and got no problems on our domain. Please
    • Workflow rule not working

      Hi all, I am trying to create a workflow for time entry, but I don't have the options. This is what I have done. Workflow->Create Rule->Module->Time Entry Execute->Create Criteria ->Description->Contains->Reply Action-> I only have "Custom Function" I
    • Celebrating Thanksgiving: Honoring Customer Support Heroes with Zoho Desk

      Thanksgiving is a time for gratitude, reflection, and appreciation. As we celebrate this thanksgiving, it’s important to recognize the unsung heroes of customer service—the Agents who tirelessly serve as the bridge between the organization and the customers.
    • 【開催報告】名古屋 ユーザー交流会 2024/11/22(金) Zoho Oneをフル活用して実現した社内のチームコラボレーションの事例を紹介!

      皆さま、こんにちは。コミュニティチームの藤澤です。 11/22(金)に名古屋ユーザー交流会を開始しました。名古屋開催会では過去最高の16名のユーザーさんに参加いただきました。本投稿では、その様子をお届けします ! 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 (Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします) 当日の各セッションの様子に加え、当日使用した投影資料は以下になります。 Zoho Oneユーザーである小野さん(ドットシンク株式会社)に登壇いただき、活用事例をご紹介いただきました。
    • Zoho books in Thailand

      I would really like to have a chat to any of the community who are using Books in Thailand at the moment, to see how it works for them and see how we might use it in a new business based in Thailand/Australia.
    • Can the meeting location be specified by the customer?

      I own a painting company. I offer free estimates to customers, and I'd like them to be able to enter the meeting address in the booking form... so, the place they want me to give a painting estimate for. I need the customer to be able to tell me where
    • Zoho Bookings - Reserve with Google

      Does Zoho Bookings plan to to integrate with Reserve with Google?
    • Close popup

      Is there a simple deluge command to close the current active popup window? Background of my question: A form is openen as a popup window with the openurl function I added a deluge function on success > direct to a certain page (depending on who is logged in). That works, however the form in the popup stays open (but blank so maybe reloads or resets). In one case it's even worse since it starts with a stateless form, which then opens a second form, both in popups. After submit, both popups stay open
    • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

      Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
    • Due date calculation

      Hello, can the due date on a recurring invoice be one day before the next invoice? I tried to use the term "Net 30" but this won't work because some months have 30 days and some have 31. Example: invoice date: 20/10/2024 I want the due date to be 1 day
    • Design customized business forms to collect data

      Hello users, Did you know you can design customized fillable forms and even share them with your users to collect business data using Zoho Office Integrator? In fact, Office Integrator's Fillable APIs allow you to do it right from your web app. Read on
    • One Contact with Multiple Accounts with Portal enabled

      I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and
    • decimal point separator will dissapear when editing the value

      as you can see here, the decimal point in weight field is available but when I am editing the value, the decimal point is no longer appear here is the current field setting on Deal Module
    • Multi Select Lookup Support for Zoho Forms Integration

      The title says it all. Please develop this. We have to create custom coded widgets for every little thing because this is not supported. This is really annoying. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-
    • What can be done after signing

      I was wondering how do you change an email signature to an in person signature if possible after documents have already been signed by other signers? I know you can change it before documents are signed however if someone does want to switch it to in
    • Importing MAC files - pages, numbers, keynote

      Hi we are a company of mac users - so now looking to use Zoho but it looks like we can't import any of our MAC files unless we convert them first?  Is there any way we can do this?
    • CRM does not map to CRM Plus

      I was looking to upgrade some of my users to Zoho CRM Plus. They are currently using Zoho CRM. But I have been told by my account manager that 'The CRM data within your current Zoho CRM subscription will not be mapped to CRM Plus.' So what's the point
    • Zoho Sheets hide or unhide columns. How it impacts other users

      Hi I would like to know, when someone hides a column in the Zoho sheet, the hidden column is also hidden from everyone else that is using the file. The collaboration feature seems to not work.
    • Next Page