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Keep the status as "Active" if your team will need to log hours to the Phase immediately. Then click "new phase" on the right of the page:
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To create a new Phase, click the " Phase" link at the top of the Company -> Projects page: There is not much difference between the process to add a Phase and to add a Sub-Phase to the system, but there will be additional steps needed to make a Sub-phase available to a Phase within a Project. This guide will cover all methods in detail. Making a Sub-phase available to a Phase (this must be done on the Project level)
CLICKTIME PLAY 4 LEVEL 12 HOW TO
Use the links below for more details on how to add Phases/Sub-Phases to your account.Īdding New and Existing Phases to an Existing Project Notes : Any notes about the Phase or Sub-phase you'd like to keep internally (these notes will only be visible when editing Phases/ Sub-phases on the Detail pages, not when logging hours)Īctive Project Associations: A preview list of up to 10 Projects that the Phase is associated with, OR, up to 10 Phases that a Sub-Phase is associated with
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Status: This is the setting that allows the Phase/ Sub-phase to be used ( see below for more information on the status) Label: Secondary name, used in the database and in the displayĪccounting package ID: Useful if you are mapping this data to another accounting program (not required) Name: Name of the Phase/ Sub-Phase for reporting purposes Phases and Sub-Phases are managed from the Company -> Projects page.Įach Phase and Sub-Phase will have the following options: If this box is not checked, then your staff will have the option to select any open phases/ sub- phases when logging time to that Project, but it will not be required. More information about the status levels can be found in this section of the documentation. If the only Phases/S ub- phases for that Project are "closed", time entry will not be permitted against that Project. If you check the "require that a Phase/ sub-phase be selected when entering time" option, this means that your staff will be required to choose a Phase/S ub-Phase for any Projects that have "open" phases/ sub- phases associated with them. To view (or change) your requirements, go to the Company -> Preferences page and expand the "Project List Settings" section of the page: It is up to your organization whether every time entry requires a Phase or S ub-Phase. You can change the terms Phase and sub-phase to whatever you would like from the Company -> Preferences page:Įither choose one of the pre-existing terms, or choose "other" and type the terms you'd like to use into the text fields. This feature is also referred to as "SubJobs", "Sub-Jobs", or "Sub Jobs" in some older instances of ClickTime or our documentation. Adding New SubPhases to an Existing Phase.Adding New Phases to an Existing Project.The most common use-case for this feature is to divide a Project into multiple stages, phases, or segments to improve Project Management. Additionally, each Phase can also have a Sub-Phase. Just like Projects are associated with a specific Client, you can associate Phases within a Project. ClickTime's Phases (or Sub-Projects) Module will allow you to categorize time entries by one or two additional levels.