Add Phases to a New Project

Users with Administrator or Manage All access can add projects and include phases.

In the Projects tab, select the icon to launch the New Project modal.
Enter the project name and any other required and optional fields.
- Custom project fields can be created or removed by Administrators.
Select Next.
Enter a Start Date and End Date for the project.
Update the Phases section accordingly.
- All Date fields must be updated before proceeding with project creation.
- Phases can be created or removed by Administrators.
Select Add Project.