How to Create/Edit Phases

Sometimes Milestones need to be categorized into different phases. For example, a Milestone called “Make first contact with potential client” would be labeled in the planning phase whereas a Milestone called “sign final contract with client” might be labeled as completion phase.

1. Click System Settings on the top right menu bar
2. Click Project Phases located in left hand navigation pane under the 'Project' grouping
3. Click New to create a new project phase
4. Type in a new project phase and click the Add New Project Phase button to create
5. To edit Project Phases, click the Edit button to update existing phases
6. Click the Save Changes button to complete changes

*The Project Phase you created will show up in the drop down menu when you create/edit a Milestone.