Edit Phase Details

What does it do?

Each stage or phase of your project might require additional details, such as budget, individual contributors, and a list of tasks specific to a phase of work. In other words, each phase of work can reflect the structure of the entire project.

To edit phase details:

• Navigate to your chosen project
• Click on the relevant phase
• When in ‘Phase Details’ scroll down and click ‘Edit’
• Here you can add or change start and end date of the phase, status, revenue or budget, you can also assign a rate card for this phase of your project
• Once you’re done editing, click ‘Save’

Tip: The revenue and budget you enter on the phase details page will be reflected on the budget information page of the entire project.