Phases

On this tab (fig. 1), you can configure phases, used in the project budget.

Fig. 1. Project type settings page. Phases tab

Project Plan Tasks unit:

Yes – all the tasks, created in the project plan on the top level, will become a phase (a similar switch will be selected on the task creation form). A phase with this name will be added to the project budget. Please note that tasks of the Sub-project type will never become a phase or be added to the project budget. The Phase field will not be displayed on the project creation form.
No – all the tasks, created in the project plan on the top level, will not become a phase. However, you can change this switch on the task creation form if this task is not a sub-project.

List of phases unit:

This unit displays the list of project phases and allows adding, editing and deleting phases.

Adding a phase

To add a new phase, click Add Phase below the table. In the opened dialog box (fig. 2), fill in the required fields and click Add.

Fig. 2. Add Phase dialog box

Name * – phase name. This field is required.

Description – phase description.

Editing a phase

To edit a phase, click

to the right of the required phase on the Phases tab. The opened dialog box is similar to the dialog box for adding a phase (fig. 2). To save changes, click Edit.

Deleting a Phase

To delete a phase, click

to the right of the required phase on the Phases tab. In the opened dialog box click Yes.