Creating a Project: Adding a New Phase

Breaking projects out into phases gives them structure and organization. The next step after creating a project is to add these phases. Once this structure is in place, tasks will flow easily into their appropriate phases.

1. From the Project detail screen in any view (shown here in List View), hover over the Master Add button at the bottom of the screen. The dropdown menu opens. Select Add Phase.
   
    
2. Select the location for the new phase menu opens to choose the existing phase that new phase will reside under. If the new phase will not reside under another phase, select the project name (in the below screenshot, Global Workforce Capability Migration Initiative-1).
   
    
3. The Add Phase screen appears, which includes the parent phase that the new phase is nested under (this example shows the new phase is added at the root or project level). Enter a name for the phase and, optionally, enter a description for that phase. Click the Create phase button.
   
    
4. The new phase now appears in the project.
   
    

5. To add additional phases, either:

   a. 

   Add via the More options Menu:
    

   i.	Click the More menu and select Add a Phase from the dropdown. The Select a location for the new phase opens.
   ii.	Click Select to choose the existing phase that new phase will reside under (in this example, BU Approval Meeting).
   iii.	The Add Phase window opens. Follow the same steps completed to add the first phase.

   b.

   Add within an Existing Phase:
    

   i.	Select the existing phase that the new phase will reside under by clicking on that phase. The Add Phase button appears to the right.
   ii.	Click the Add Phase button. The Add Phase window opens. Follow the same steps completed to add the first phase. The newly created phase will be added as a sub-phase or child phase of the previously selected phase.

   c.

   To move a phase select the Re-Order icon in the upper right of the screen to drag and drop the selected phase to a new location within the project.
   

   i.	Click on the double arrow icon on the right to select the phase and drag it to the new location. A bold black line and arrow will be displayed showing the phase’s new location.
   ii.	Click Save. The moved phase is now shown in the new location above the phase "BU Approval Meetings"

6. By default, phases will display values at a summary level for any numerical columns. To turn off this feature, click into the More Options menu in the upper navigation, then select Hide Phase Summaries.