Contents of the New Phase Form

Use the fields and options on the form to add a phase to a project.

The New Phase form is available only when you are viewing the project at the project level or phase level of the work breakdown structure (WBS).

Contents

Field	Description
Create Phase	In the drop-down, select the method you want to use to create the phase: Manually: The required fields are Phase Number, Name, and Long Name. From Project: Project is the only required field. In this work flow, after the New Phase form, you can choose to create multiple phases within the Adjust Project Structure dialog, so the phase numbers, names, and long names default to the values in the existing phases of the copied project, with one exception: if the phase number already exists in the project to which the new phase is being added, you must provide a unique phase number before saving. From Project Template: Project Template is the only required field. In this work flow, after the New Phaseform, you can choose to create multiple phases within the Adjust Project Structure dialog, so the phase numbers, names, and long names default to the values in the existing phases of the project template, with one exception: if the phase number already exists in the project to which the new phase is being added, you must provide a unique phase number before saving.
Phase Number	Only displayed if you select Manually in the Create Phase field. Enter a unique number for the phase.
Name	Only displayed if you select Manually in the Create Phase field. Enter a unique name for the phase.
Long Name	Only displayed if you select Manually in the Create Phase field. Defaults to the entry in Name.
Project	Only displayed if you select From Project in the Create Phase field. The drop-down lists all the projects you have security rights to see.
Project Template	Only displayed if you select From Project Template in the Create Phase field. The drop-down lists all the templates you have security rights to see.
Continue	Click Continue to add the phase to the WBS. The work flow after this dialog depends on which method you selected to create the phase: From Project: The next step in the work flow is the Adjust Project Structure dialog box, followed by the Edit Project Structure form. The field values for phases in these dialogs default to the field values in the copied phases. From Project Template: The next step in the work flow is the Adjust Project Structure dialog box, followed by the Edit Project Structure form. The field values for phases in the these dialogs default to the field values in the copied phases. Manually: The next step in the work flow is Add/Edit All Mode. The field values in Add/Edit All Mode are based on the field values at the project level. In some cases (estimated completion date, for example), you can change the default value for the phase. In others the project values are displayed but can only be changed at the project level.