Phases

Phases are range-based planner items in the planner hierarchy:

1. Project
2. Work order
3. Phase or milestone

Phases store editable start and end dates. Milestones store one scheduled datetime. Project and work-order bars are computed from both.

Related docs: Planner, Projects, Work Orders

Fields

• Title
• Description
• Work order
• Start date
• End date
• Status
• Color

Statuses

• planned
• in_progress
• completed
• on_hold
• cancelled

Cancelled phases are excluded from the planner view.

Where to manage phases

• Global planner: Planner
• Project planner: project detail -> planner tab
• Work-order planner: work-order detail -> planner tab

Planner behavior

• Add a phase from a work-order row.
• Use a milestone instead when the item is a single point in time.
• Click a phase to edit it.
• Drag the bar to move it.
• Resize the left or right edge to change duration.
• A phase must belong to a work order.