Create phase templates for the Projects module. Phases break large projects into manageable stages, helping you track progress, assign work orders to specific phases, and manage budgets across the project lifecycle.
Before you start:
- You must be logged in as an administrator.
- The Projects feature should be enabled in Feature Flags.
How to Access
Navigate to Manage Lists → Phases.
Understanding Project Phases
A project phase represents a stage in your project workflow. For example, a construction project might have phases like "Demo", "Rough-In", "Finish", and "Inspection". A service project might use "Assessment", "Repair", and "Quality Check".
When you create a project, you can add these predefined phases to organize work orders under each stage. This gives you visibility into which parts of the project are complete and which are still in progress.
Adding a Phase
- Click Create Phase in the toolbar.
- Enter a Name for the phase (for example, "Site Preparation" or "Final Inspection").
- Click Save.
Result: The phase appears in the list and is available when setting up projects.
Editing and Deleting Phases
- Click the Edit button on a phase row to rename it.
- Click the Delete button to remove a phase from the list.
Deleting a phase from this list does not affect projects that already use that phase.
Tip: Create a standard set of phases that match your typical project workflow. This way, when you start a new project, you can quickly add the phases you need without defining them from scratch each time.
Using Phases in Projects
When creating or editing a project, you select from your predefined phases to build the project structure. Each phase can have multiple work orders assigned to it. This allows you to track completion percentage, costs, and timelines at the phase level.
Next Steps
- Vendors — set up vendors for purchase orders within projects.
- Lead Statuses — define custom pipeline stages for leads.
- Products & Services — ensure your product catalog is ready for project work orders.