Create project and phase

Projects help you create a task that can be divided using different phases. You can create multiple main and sub-phases to complete a project your company aims to accomplish. Whether the project is small or huge, use phases to customize and plan your actions to achieve these tasks.

• Creating a project
• Creating a project phase
• Creating a project subphase
• Copying phases and subphases
• Deleting phases and subphases

Here's how you can create a project:

1. Go to Projects.🛠️

2. Click the + New button and choose Create Project / Phase from the list.🔍

3. Type the name of the project.📝

💡Note: All fields with a red asterisk are mandatory.🔴

4. Select a company from the list.🏢

5. Pick the Start date and End date of the project.📅

6. Select the Project's type.🔄

7.The Line of Business, Purchase order number, and External project fields are optional.ℹ️
8. Set the other details that you want to associate with the project:🔄

• Contract
• Opportunity
• Department
• Project lead
  

9. Use the Revenue/Cost Calculator to view the project's estimate quickly.🧮

10. Once done, click the Save Changes button found on the upper-right hand corner of your screen.👉

To create a phase in a project, follow these steps:

1. Click the project where you want to add the phase. 

3. Scroll down the Edit Project page and click + Phase.➕

4. Add the details of the phase and click Create.📝

5. You will now see the phase created in this section.

To create a subphase, follow these steps:

📝Note: Subphases can only be created if an existing phase exists.🗂️

1. Click + Phase.➕

2. Complete all required fields and click Create.

3. Choose a phase listed in the Phase Type drop-down.

4. Complete all required details and click Create.✅

To copy a phase or subphase, follow these steps:

1. Scroll down the Edit Project page.⬇️

2. Under the Project Breakdown section, click the copy icon on the phase or subphase you must duplicate.📄

To delete a phase or subphase, follow these steps:

1. Scroll down the Edit Project page.⬇️

2. Under the Project Breakdown section, click the bin icon on the phase or subphase you must remove from the list.🗑️

3. Click Yes to confirm your action.

Edit a project

Copy a project

Easily recreate projects in a fraction of your time using Proxuma's copy project feature.

Create a task for a project

A step-by-step guide on how to create a task for a project in Proxuma.

Bulk edit