Enter a Phase for a Time or Expense Record

When you enter a project for a time or expense record and that project has phases, you select a phase at the same time in the Project/Phase/Task Lookup dialog box. If you later want to enter a different phase for that record, select it in the Phase/Task Lookup dialog box.

To enter a phase, complete the following steps:

1. In the PHASE column (or PHASE NAME column, if the PHASE column is not displayed), do either of the following:
   • Enter one or more characters from the phase number or short or long name to display a list of phases that contain those characters in the Phase/Task Lookup dialog box.
   • Click to display a list of all available phases for the project in the Phase/Task Lookup dialog box.
2. If the phase you want is not visible in the lookup dialog box, do one or more of the following to locate it:
   • Scroll the list until the phase is visible.
   • In the search field above the grid, enter one or more characters from the phase number or short or long name to display only phases that contain those characters.
   • Click the column label for the PHASE column in the lookup dialog box to sort the list in the reverse order. (A sort icon ( or ) displays next to the current sort column.) You can also click the column label for the NAME column to sort based on phase names.
3. When you locate the phase that you want, click it to select it.
4. If tasks exist for the phase, select a task in the list of tasks.
5. Click Select to enter the phase and task in the time or expense record.