Create a Phase

Use the Tasks submodule to create phases within schedules.

To use the Tasks submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To create a phase:

1. On the main toolbar, click Jobs .
2. On the side toolbar of the Jobs screen, click Jobs List and highlight the job containing the schedule for which you want to create a phase.
3. On the side toolbar of the Jobs screen, click Tasks.
4. On the Tasks screen, click the Phases tab.
5. On the Phases tab toolbar, click Create a New Phase .
   WorkBook displays the phase in the grid.
6. To define the values for Name, Description, and Color, double-click the cell and specify the values.
7. To rename a phase, double-click the name cell and specify a new name.