Phase Tracking Setup
Setting up Phase Tracking at the Project Level
In the layout you will be able to view and add additional Phases and Tasks to your project you might not have set up in the System Settings.
Adding a Phase
Adding a new Phase from this layout is very similar to adding a Phase in the System Settings.
Step 1:
Select Add Phase.
Step 2:
Enter the name of the Phase.
Step 3:
Select Add.
Adding a Task
Adding a new Task from this layout is very similar to adding a Task in the System Settings.
Step 1:
Select Add Task.
Step 2:
Enter the name of the Task.
Step 3:
Select Add.
Assigning Estimated Hours
Users will also be able to assign estimated hours needed per Billing Level.
These estimated hours should be added at the beginning of the project. As staff members make Timesheet Entries the actual hours will be checked against the estimated hours.
Here we have added some time estimates to the project by selecting the box and entering the estimated hours.
Now we can see the total hours needed per task, phase, and employee type.