Create a New Phase (from the Phase Settings Screen)

Use the Tasks submodule to create new phases.

To use Tasks, you must have access to Jobs as defined in User Access Rights under Settings.

To create a new phase:

1. On the main toolbar, click Jobs .
2. In the left pane of the Jobs page, click Jobs List and highlight the job for which you want to create a phase.
3. In the left pane of the Jobs page, click Tasks.
4. On the Tasks page, click the Tasks tab.
5. On the grid toolbar, click the Gantt view.
6. In the grid, highlight a phase and click Phase Settings on the tab toolbar.
7. On the toolbar of the Phase Settings screen, click Create New Phase .
8. In the Create New Phase dialog box, specify a phase name, and click OK.
   WorkBook displays the new phase in the grid.