Managing Phases
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      3. Managing Phases

      Associating an Existing Phase to a Resource

      If a project has phases, you can add a phase association to a person or role, with or without an assignment.

      Note: This functionality is only available for Resource Managers, Administrators and Owners.

      People go through phases. Here's how to set them up for a successful one:

      1. From the People view on the Schedule page, hover your cursor over a person's name in the list, or tap the row if using a mobile device. The row color changes to indicate the resource you are selecting.
      2. When the floating action icons display, select the add button-1 Add icon and then select Phase from the drop-down list. A new phase line is added, and a list of existing project phases displays. 

      Note: If a Phase doesn't display in the list, the project may not have phases. To learn how to add a phase at the Project level, see Step 5: Add Phases in Adding a New Project to the Schedule.

              Adding a Phase to a Resource

        3.  Select a Phase from the drop-down list.

              Adding a Phase to a Resource 2

      See Also:

      Reordering Phases

      Deleting a Phase

      Updating a Project