Permissions
Always remember to ensure the correct people have the appropriate permissions to access your Company Settings. This can be done per individual or by applying Permission Templates.
To access and create Project Phases, users will need Edit permissions for Company Settings
Project Phases
Project Phases are a useful tool for defining and managing each stage/phase of the construction process. Phases allow you to divide your project into smaller, more manageable parts, making it easier to track progress and make adjustments as needed.
Creating Phases at the Company Level
Phases can be defined at the company level and then added to individual projects. This allows for consistency across all projects within the company and makes it easier to manage and track progress.
To create phases:
Navigate to Company Settings > Lists > Phases
Click on the +Add Phase button
Enter the Phase Name and Code
Check Is Default?
Click Save to exit
Default Phases
By default, new projects will automatically include a set of predefined phases. These default phases can be customized to fit the specific needs of your project.
To edit the default phases, follow these steps:
Navigate to Company Settings > Lists > Phases
Click on the Phase you wish to edit
Check the Is Default? box
Click Save to exit
Setting a default phase within the Project Settings indicates that this phase will serve as the predefined phase for Punch Lists and other modules referencing phases. Only one phase can be set to default in the Project Settings.
Adding Phases to Your Project
To further customize your project's construction process, you can add additional phases. This can be helpful if your project has specific requirements or if you want to add more detail to your construction plan.
To add phases to your projects, simply:
Navigate to Project > Settings > Lists > Phases
Click on the +Add Phase
Select an existing Phase
Click Save to exit
Editing Phases
To update your phase with a new name or code, follow these steps:
Navigate to Project > Settings > Lists > Phases
Click on the Phase name
Make changes as needed
Click Save to exit