Merge a Selected Phase with Another Phase

Use the Tasks submodule to merge a selected phase with another phase.

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

To merge a selected phase with another phase:

  1. On the main toolbar, click Jobs .
  2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job containing the phases that you want to modify.
  3. On the side toolbar of the Jobs screen, click Tasks.
  4. Click the Settings tab.
  5. In the drop-down menu of the Settings tab toolbar, select the schedule containing the phases that you want to merge.
  6. Click the Phases tab.
  7. In the grid, select the phase that you want to merge with another phase.
  8. In the Merge Phase dialog box, select a phase to merge with your previous selection, and click OK.
    WorkBook displays the resulting phase in the grid.
    Note: WorkBook takes the phase name of your first selection.