When the Use Phase checkbox is selected in the Setup tab in System Setup, you can use phases in time entry.
Several phases can be allocated to a project. You can enter time specifically against a particular phase. It is also possible to report on and include phases in the project budget.
To add phases to a project, carry out these steps:
Alternatively, when you create a project, you can use Project Templates to activate standard phases.
The additional information boxes are optional but make more detailed analysis possible. Each phase can have such details as an individual allocated fee. and can be viewed in the Financial Summary as shown below. See also Project details.
To add a time entry to a phase, select the Phase as shown in Making a Time Entry.
The phases can be viewed in the WIP. Selecting a phase in the Phase drop-down menu in the WIP Review screen.
Various reports can be produced that will show Phase details, such as Job Report, Work Report By Employee, and Gross Margin, Budget v Actual.
In Financial Summary, a summary of the phase 'Misc. Info' as well as a detailed breakdown of the individual phases can be viewed by clicking on the "Phase Breakdown" bar.
When building budgets phases can be included and reported on.
Usually phases are made 'Inactive' when the Phase is completed and this would be done by checking the Inactive box in the Phase view.