Project Phases

Key Features

• Add phases
  Create phases that represent stages of your project (e.g., Design, Implementation, Launch).

• Custom names and start dates
  Each phase can be named and scheduled independently to match your project plan.

• Assign positions per phase
  Allocate specific roles (e.g., Designer, Developer, Project Manager) and people to each phase so responsibilities are clear.

• No-phase work
  Assign people to the entire project (outside specific phases) using the No Phase section: ideal for roles that span all phases, such as a strategist or analyst.

• Collapse and expand phases
  Toggle between a detailed view (with roles and allocations visible) and a collapsed, high-level view that shows only the phase blocks on the timeline.

• Visual clarity
  The timeline shows how phases connect, making it easy to see overlaps and transitions.

• Track time by phase

  Because positions are assigned to phases, any time logged on a position counts toward that phase. You can then view and export time totals per phase.

Collapsed Phases View For High-Level Overview

You can close the phases, and they appear as simplified bars, giving you a clean high-level overview.

When to Use Project Phases

• Planning complex projects with multiple stages

• Clarifying who works when, and in which part of the project

• Presenting a high-level overview of project progress to stakeholders

How to Use Project Phases

Add a new phase

1. Open your project on the timeline.

2. In the project overview bar, click + Phase.

3. Enter a phase name and set a target start date.

Manage phases

• Add positions: Use the + Add button inside a phase to assign more positions.

• Delete a phase: Click the small pin icon next to the phase name in the left-hand sidebar.

• Minimize or expand: Click the arrow icon next to the phase name to toggle between a detailed and a collapsed view.

Tracking time by phase

When you track time in Operating, each time entry can belong to a phase — which makes it easy to see how much time went into Design vs. Implementation vs. Launch.

Time counts toward a phase through the position it's logged on: any hours tracked on a position that's assigned to a phase are attributed to that phase automatically. A position that isn't in any phase produces time entries with no phase, and the Phase column stays empty for them.

To see time by phase, open the project's Time Entries list, click Display, and turn on the Phase column. You can then group or sort by phase, and export to CSV.

For the full walkthrough — including how overlapping phases appear on the timesheet — see Track time against a project phase.

Tips

• Use phases for project stages (e.g., Design, Implementation, Launch).

• Keep roles that span the entire project (e.g., Strategist, Analyst) in No Phase.