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Project-Phases

2/2/2017

 
​A Project-Phase is simply the combination of the Project Name and the Phase Name. 
Project-Phases are a key concept in MyCorbu.
Each time entry has to be connected to something, and that something is the Project-Phase. 'Project' is too broad. 'Task' is too narrow. Project-Phase is just right because -
  • You bill by Project-Phase. 
  • You track budgets by Project-Phase. 
  • You can have phases active only when it is OK to bill time to them. 

A Project-Phase is identical to a Phase with the exception that it is unique because of the combination of Project and Phase. A Phase is not unique. 

Without Project-Phase each time entry could require you to enter the Project and the Phase, but that is extra clicks. Having a unique name also allows your timesheet to be set up for you automatically each day. See 'TIMESHEET DISPLAY'.

Project-Phases are created by Level 3 users.

How to create Project-Phases
  1. On the PROJECTS page, click the ADD PROJECT-PHASE button.
  2. Select your Project from the drop-down list.
  3. The Phases that have been created are in the Phase drop-down list. Select one for the Project-Phase in question.
  4. If you want to track your time budget for this phase, enter the total hours allocated for this phase. Or add this later.
  5. Select whether this phase is 'Billable?'. NOTE: THIS CHOICE CANNOT BE CHANGED LATER.
  6. Select whether this phase is 'Active?'.
  7. Complete a Project-Phase form for each of your phases at the start of a new project, en masse, or at the start of each new Phase.


By setting the Project-Phase to 'Active?' = No (inactive) it will not appear in lists.

There is no limit to the number of Project-Phases.

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