Phases Phases are sequential components of projects, and contain one or more tasks. Note: You must have access permission to create, edit, delete, and assign projects, phases, and tasks. Modify | Delete | Move | Attachments feature To create new Phase: 1. Click on the Projects tab, and then on "All Projects." 2. Click on the name of the project to which you want to add a phase. 3. Select "phase" from the "Create..." drop-down menu. 4. Enter a phase ID and a name (these fields are mandatory). (Note: You can turn the new phase into a sub-phase by making it part of an already-existing phase; select the existing phase from the "Part of phase" drop-down menu.) 5. Assign to the phase a priority from 1 to 10 using the "Priority" drop-down (the default is "5") and include any notes, if desired; create necessary Predecessors, if any, and then click on "Save" or "Save & create another phase." To modify a phase: 1. Click on the Projects tab, and then on "All Projects." 2. Click on the name of the relevant project, and then on the "Edit tasks/phases" link. 3. Click on the name of the phase you wish to modify. (Note: Phases are distinguished from tasks by the use of boldface type.) 4. Make your changes to the "Edit phase" dialog, and then click on the "Save" button. To delete a phase: 1. Click on the Projects tab, and then on "All Projects." 2. Click on the name of the relevant project, and then on the "Edit tasks/phases" link. 3. Click on the name of the phase you wish to delete. (Note: Phases are distinguished from tasks by the use of boldface type.) 4. You can choose to delete along with the phase any tasks that do not have any transactions (such as billable or booked time) associated with them by checking the "If deleting this phase, also delete the [number of] sub-tasks within this phase" box. If you do not check this box, the tasks will stay in your project task list, but will not be assigned to a phase. 5. Click on the "Delete" button. To move a phase into a different project: 1. Click on the Projects tab, and then on "All Projects." 2. Click on the name of the relevant project, and then on the "Edit tasks/phases" link. 3. Click on the the name of the phase you wish to move. (Note: Phases are distinguished from tasks by the use of boldface type.) 4. Click on the "Move this phase to a different project" link. 5. In the "Move phase [name of phase]" dialog, select the Client: Project to which you want to move the phase. 6. You can choose to move along with the phase any tasks that do not have any transactions (such as billable or booked time) associated with them by checking the "Also move the [number of] sub-tasks within this phase to the new project" box. (If you do not check this box, these tasks will stay in the originating project task list, but will not be assigned to a phase.) Also note that any predecessors you have associated with this phase will not be moved over to the new project. 7. Click on the "Move" button. Attachments: You can upload scanned or created documents to attach to your phase by clicking on the link at the bottom of the "Edit phase" dialog. (Note: You must first create and save a phase, then re-open it, before you can add an attachment.) To add an attachment after you have clicked on the "View/Add Attachments" link, click on the "Create new attachment" link in the upper left corner of the attachments window. Enter the file pathway in the "New attachment : phase [name]" dialog, and click on "Save." The file name is saved and can be accessed by clicking on the "download" icon (paper with down arrow), or the file pathway can be edited by clicking on the pencil "Edit" icon, or the attachment can be deleted by clicking on the trash can icon. You can attach as many documents as you need to your phase; when finished, click on the "Close" button to return to the main "Edit phase" dialog.