This article provides steps for adding/deleting phases to existing projects and modifying phase dates. If you would like to add phases to a new project, see Adding Phases to a New Project. Click here for more info on adding roles to a project using phase dates.
Adding and Deleting Phases on Existing Projects
With a Project in context, you can add or delete phases under the Dates tab:
Phases can also be viewed under the Project Gantt by hovering your mouse pointer over the project bar.
Editing Phase Dates
When modifying existing phase dates, click Save and an edit window will open outlining all of the potential impacts:
You can decide how to handle changes to the project, phase, and role dates.
Phase Date Edited
- The impacted phase and tentative change will be presented at the top of the edit window.
Project Date Changes
- Use the checkbox to determine how the project duration will be impacted.
- The other phases on the project can be shifted to align with the updated phase or left as is
- Sub-phases are not displayed but can be impacted by the change to phases
- Confirm which roles are impacted by the change. Roles can be left with the current dates or extended/shifted accordingly to align with the updates.