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

Here's how you can create a project:

1. Go to Projects.🛠️

2. Click the + Create button and choose Create Project 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.👉

1. Click the +Create button and select Create Phase from the list.

2. Select the Project to which you want to create the phase. 📁

3. Type the title of the primary phase and pick the start and end dates.📅

📝Note: The Phase Type should always be Phase if you're creating a primary phase.

4. Once done, click the Create button.🟢

1. For sub-phases, choose the main phase first as the Phase Type.🔄

2. Complete all required fields and click Create.

Edit a project