WorkBook

Create Standard Phase Texts

Use Standard Phase Texts in the Company Settings submodule in the Settings module to create standard phase texts.

To use Standard Phase Texts in the Company Settings submodule, you must have access to Settings as defined in User Access Rights under Settings.

To create a standard phase text:

  1. On the main toolbar, click Settings .
  2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company for which you want to create a standard phase text.
  3. In the left pane of the Settings page, click Company Settings > Standard Phase Texts.
  4. On the grid toolbar, click Create a New Phase Text .
  5. To edit the Phase Name and Phase Description fields, double-click on the corresponding field.