Adding BD phases to projects and templates

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To add a Business Development phase to an existing project or template:

1. Open the project or template.

• To open a project, click Setup > Projects, and click the project in the project list at the top of the window.
• To open a template, click Setup > Project Templates,and click the template in the list at the top of the window.

2. In the project tree, click where you want to add the new phase, and click the New Phase button. The General subtab for the phase appears.
3. In the Description field, type a name for the phase, such as Business Development.
4. In the Status field, select Marketing.
5. Enter information for the Business Development phase (following Steps 4 and 5 of instructions for setting up a phase).
6. Add any additional BD phases in the same way.
7. Click Save.

See also

About Business Development

Setting up a project or template for BD