Adding a New Phase to a Project

As your project progresses, you may need to add phases to grow with your project.

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

To add a phase:

  1. Hover your cursor over an item in the list of Projects, or tap the row if using a mobile device. The row color changes to indicate the assignment you are selecting.
  2. When the floating action buttons appear, select the Add Icon Add button and then select Phase from the list. 
    Add Phase
    adding phase to resource notes
  3. In the new phase line, enter a Phase name.
    Naming a Phase
    • If the phase name already exists in the project, a prompt to rename the phase displays. Select Rename to rename the phase or Cancel to delete the new phase entry.
      Rename Phase Dialog

See Also:

Adding a Phase to a Resource

Reordering Phases

Deleting a Phase