Create a Phase

Use the Tasks submodule to create phases within schedules.

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

To create a phase:

1. On the main toolbar, click Jobs .
2. In the left pane of the Jobs page, click Jobs List and highlight the job containing the schedule for which you want to create a phase.
3. In the left pane of the Jobs page, click Tasks.
4. On the Tasks screen, click the Phases tab.
5. On the Phases tab toolbar, click Create a New Phase .
   WorkBook displays the phase in the grid.
6. To define the values for Name, Description, and Color, double-click the cell and specify the values.
7. To rename a phase, double-click the name cell and specify a new name.