Project phases can be used to enhance your project workflow by grouping tasks and/or costs together into a phase to invoice and display on document template. A phase can be any unit of work such as a floor, room or a progress milestone.
Phases are created from the project details page when either creating or editing a project.
Enter the phase name into the Project Phase field. Once entered, select the value from the drop-down. Note: It is recommended that phases do not contain spaces. WorkGuru will concatenate phases with spaces automatically.
The phases can then be assigned to tasks lines in the project.
And also products lines.
This will group allocated task and/or product lines together by phase. These can then be displayed on the project details page. Select a phase and the project profit and progress widgets and the project tabs will display only the information in that phase. Project phases can then be used to raise invoices via the quick invoice function.
