Adding a New Phase to a Project

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

Project phases break down a project into manageable parts, each representing a specific goal or milestone within the overall project journey. 

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 icons display, select the Add Icon Add icon and then select Phase from the drop-down list. 
    Adding a Phase
    adding phase to resource notes
  3. In the new phase line, enter a Phase name.
    Naming 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