Use Phases for Projects

Phases are a flexible way to break a project into different kinds of work. 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 work on projects that are only a few days long.

To add 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. Go to the Project Schedule to adjust phase start and end dates.

To add a phase on the Worklist

1. On the Worklist, click on + Phase

2. Type in the Phase name and then hit Enter.

3. Click the new phase and edit its settings in the right pane.

Phase Budgets

If your project has phases, you can track a specific budget for each phase. Set 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 recorded or scheduled against the entire project (instead of a specific phase) are tracked in this category.

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.