Phases and Phase Categories

Here is how to divide your project into different phases, track your project's time, and evaluate the progress.

Stefania Rossi
Written by Stefania RossiLast update 3 months ago

Phases

Phases are key elements of every project as they help you to break single projects into smaller chunks. They give you a detailed project overview on the Project Status page.

Creating a new Phase for a project takes only a couple of clicks.

Simply open the Projects view and click the white Edit button in the top right corner.

Edit Phases

Select the Phases tab: click Add New to create a new Phase. A new line, highlighted in green, will appear at the top of the list.

Make sure to:

  • choose a name for the new phase;

  • select the “phase category” from the drop-down menu, if available;

  • add the total Budget (in hours) for this Phase, if needed.

Or, you can create the phases directly when you create the new project.

Phase categories

Phase categories collect phases in larger groups that can be used within the project to identify common working areas and make them recognizable inside “Reports.” Phase Categories can be used across projects as they work as tags to be assigned to individual tasks.

Phase Categories are essential in Timeneye as they are macro-categories for normal phases. They can be used across multiple projects and provide detailed information in Reports.

An Admin can easily add, edit and remove a Phase Category from the Phase Category view located in the Management section.

To add a new Phase Category, simply click on Add New, add the new Phase Category name, and click on SAVE to confirm.

PRO tip:

Phase categories should reflect the general work you're carrying on across projects.

Example
Phase category: Marketing
Phases: Social media, Email marketing, Content marketing, etc.

Resources:

If you’re curious to read more about the topics covered in this article, we recommend looking at the resources below.

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