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Phases

Phases enable you to break up a project into smaller units. Time and expense entries and reports can be made in particular phases.

Note: You can mark a completed phase 'complete'.

Enabling Phases

To enable phases capability in the system, carry out these steps:

1. Click Utilities in the left-hand pane.
2. Click System Setup in the left-hand pane.
3. Open the Set Up tab.
4. Select the Use Phase checkbox.
5. Click the Submit button.

Setting up Phases in a Project

To set up phases in a project, carry out these steps:

1. Click Edit in the left-hand pane.
2. Click Projects in the left-hand pane.
3. In the main desktop's Projects screen, select the relevant client and project.
4. Click the Phase button.
5. The Phases screen opens. Click the ADD button to set up a new phase in the project.
6. If you need to edit an existing phase, select the phase in the drop-down list, and then click EDIT.

Budget Percentages

Carry out these steps to edit individual budget percentages for each phase:

1. Click the Budget Percentages button.

   The Budget Percentages/Total Budgets screen opens.

2. Enter a percentage for each phase. The total of all these budget percentages must add up to either €100 or €0.

3. Edit the Total Budgets value if necessary.

   Note: This value is also editable in the Fees section of the Project Details screen.

4. The Rebuild Budgets checkbox enables you to delete the existing budgets and rebuild them using the phases and their budget percentages. It will also set the budget type to Totals.

See also

Project Details

Project Templates

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