Use Phases for Projects

Applies to

Resource Management

Phases are a flexible way to break down a project into different kinds of work to be done. Each phase can have its own duration, budget, and bill rate. You can assign people to phases and track analytics on that phase across multiple projects. Phases do not have to be concurrent and have no assumed dependencies.

You can also use phases as a way to create smaller projects within a larger client campaign. This is helpful if you provide ongoing maintenance for clients or projects that are only a few days long.



Adding a Phase on the Schedule:

  1. On the Schedule, click on any white space and select “Add Phase.”

  2. Choose a Phase Name from the default options (created in Account Settings) or type in a new phase name

  3. Navigate to the Project Schedule to adjust phase start and end dates by dragging either end of the phase bar.

Adding a Phase on the Worklist:

  1. On the Worklist, click on "+ Phase"

  2. A new row will appear where you can type in the Phase name (at this time, adding phases from the Account Settings default list Is not supported on the Worklist). Once you have typed in your Phase name, hit enter.

  3. Click on the new row representing the phase, and edit the phase settings In the right hand menu that appears

Phase Budgets

If you have set up a project to have phases, you can choose to track a specific budget for each phase. You can choose this on the Project Settings page. This option provides you with a table where you can divide the budget across different phases.

The [Non Phase Specific] budget is allocated to the overall project. Hours that are recorded or scheduled against the entire project (instead of a specific phase) are tracked in this category.

Phase budgets


Phase-Specific Bill Rates

You can set unique bill rates for a phase in Phase Settings. When you do this, hours tracked to that phase will inherit phase-specific bill rates.

If you use different bill-rates for the various project roles, you will want to set up phase specific rates. For example, when Joe works on the Art Direction phase, he bills at $200 / hour, but when he works on the Production Phase, he bills at $100 / hour.