Projects > List / Gantt
Phases can be added when creating new projects and they can also be modified afterward. Follow the steps below for adding or deleting phases to existing projects and how to modify phase dates. Roles can also be added to a project using phase dates.
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Add or Delete Phases on Existing Projects
Add, edit or delete phases in the Dates tab by selecting the icon to edit or X to remove a phase.
Phases can also be viewed under Projects > Gantt by turning ON the View Phases in the Gantt Settings Panel.
Edit Phase Dates
After selecting a project bar or the phase bars, edit phase dates in the Dates tab. A modal will open outlining all of the potential impacts. Then decide how to handle changes to the project, phase, and role dates.
Project Date / Phase Date Edited
- The edited project date or phase will be presented at the top of the edit modal.
Impacted Phases
- The other phases of the project can be shifted to align with the updated phase or left as is.
Impacted Roles
- Confirm which roles are impacted by the change.
- Roles can be left with the current dates or extended/shifted accordingly to align with the updates.
Deleting Phases
Deleting phases in a project or Settings will not affect the project's start and end dates or the remaining phases of the project. People assigned to the deleted phase will remain on the project within the deleted phase dates.
When deleting a phase from Settings, a window will appear that will state how many projects will be affected by the change.