Add a New Phase Record

You can add new phases to a project record at any time.

If possible duplicate records are detected during this procedure, the Potential Duplicate Records Found dialog box displays. This dialog box lists any existing record that already has the identifier that you are trying to use for a new record.

To create a new phase:

1. From the Navigation menu, click Hubs > Projects.
2. On the Projects hub form, open the project record for which you want to create the phase.
3. Click New and select New Phase. A new phase record opens, with contents based on the project record.
4. Enter a unique name and number for the phase and then specify additional phase information on the tabs of the form.
5. Click Save.