A phase name can be changed to reflect the work more accurately in that phase or to repurpose it from the Schedule page.
Note: This functionality is only available for Resource Managers, Administrators and Owners.
To edit a phase name:
- From the People or Projects views of the Schedule page, hover your cursor over an item in the list of resources, or tap the row if using a mobile device. The row color changes to indicate the phase that will be affected.
- When the floating action buttons appear, select the More Actions button and select Rename from the list.
- Enter a new unique name for the phase in the Phase Name field.
- If the phase name already exists in the project, a prompt to rename the phase will display. Select Rename to enter a new name for the phase or Cancel to delete the new phase entry.
- If the phase name already exists in the project, a prompt to rename the phase will display. Select Rename to enter a new name for the phase or Cancel to delete the new phase entry.
- Select outside of the Phase Name field to save any changes or Cancel to close the dialog without saving.
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